Joshua Edwards is a financial advisor at Intrua Financial with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, LLC and related entities. Outside of his advisory role, he was involved with Beast Baseball LLC for four years. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, managing approximately $1.76 billion in client assets as of the end of 2024.

Wade Kauffman is a financial advisor at Packerland Brokerage Services, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Packerland since 2016 and at Kent Mittrick and Associates since 2015. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through various account management options and utilizes the Hilltop/Envestnet platform to deliver its services.

Kyle Dixon is a financial advisor with Mariner Independent, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Valic Financial Advisors and Agia. He is currently associated with Connect Wealth and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services, supported by institutional resources and affiliated investment entities.

Vanessa Patterson is a Series 65-licensed financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She has previously worked with Appraisal Connections and New Perspective Financial Services and maintains a concurrent role in real estate sales with Berkshire Hathaway Home Services. Outside of financial advising, she holds a 10% ownership stake in the Southern Maryland Seahawks basketball team, where she is involved in recruiting, marketing, and ticket sales. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting for individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays and generally operates with discretionary trading authority subject to client restrictions.

Gary Stringer is a CFA® charterholder with 27 years of industry experience. He is currently affiliated with Shelton Capital Management and serves as President and Chief Investment Officer of Stringer Asset Management, a registered investment adviser. His career includes roles at RFS Partners and Matrix 360 Distributors. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individuals. The firm employs a multi-disciplinary investment approach incorporating fundamental, technical, and quantitative analysis, with some strategies utilizing options and derivatives, as well as ESG screening and data-science tools in stock selection.

Corey Truss is a financial advisor at Navy Federal Investment Services, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Navy Federal, he worked at LPL Financial for seven years and Tower Federal Credit Union for ten years. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management. The firm uses third-party portfolio managers on the Envestnet platform and offers a range of advisory and brokerage services.

Raymond Harrison is a financial advisor at Lombard Advisers Incorporated with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lombard Securities since 2003 and Painewebber Incorporated since 1987. Outside of advising, he is involved in outside insurance sales. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs and uses a variety of analytical methods to construct and monitor portfolios, with a majority of assets managed on a non-discretionary basis allowing clients to retain final trading authority.

Yolanda Degrange is a CFP® with 18 years of industry experience, currently serving at John Hancock Personal Financial Services, LLC. She has worked with John Hancock and its affiliated entities since 2019 and previously at Diversified Investors Securities Corp. from 2012 to 2019. Outside of her financial advisory role, she is registered as an agent for a makeup-related business but is not involved in its daily operations. John Hancock Personal Financial Services, LLC offers financial planning, consultative services, and an Emergency Savings program to a diverse client base, including individuals, trusts, and non-profits. The firm uses technology-assisted, written financial plans that advisors review, providing a scalable service model with a notably high client load per advisor.

Brian Davis is a financial advisor at Apollon Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at CIC Wealth, LLC and Commonwealth Financial Network. He is also involved with Clearview Consulting, Inc., where he has been active for 15 years. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed investment strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, and advisory roles for private and pooled investment vehicles.

Chelsea English is a CFP® professional with nine years of industry experience, currently with Root Financial Partners. Prior to joining Root, she worked at Lee, Sipe and Associates and Serving Those Who Serve, among other roles. Outside of advising, she occasionally provides pet-sitting services. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client goals and risk profiles, and provides educational programming alongside its advisory services.

Michael Shires is a CFP® with 10 years of experience in financial advising. He is currently with CW Advisors, LLC and has prior experience at Pinnacle Advisory Group, Inc. and Congress Wealth Management LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, family office services, retirement plan advisory, and portfolio management.

Selena Kemp is a financial advisor at Procyon with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. In addition to her advisory role, she is the CEO of SK Consulting Solutions, where she oversees financial system reviews and process improvements. Procyon serves a diverse client base including individuals, families, trusts, businesses, and institutional investors, offering investment management, financial planning, and consulting services. The firm emphasizes customized, fundamentally driven portfolios and operates with a significant non-discretionary asset base across multiple offices and affiliated businesses.

Nino Sujashvili is a financial advisor at Choreo, LLC with a Series 65 designation and approximately six years of industry experience. His prior roles include positions at BDO Wealth Management and Biegel and Waller LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various investment vehicles and specialized advisory services.

Anna Wisniewski is a CFP® professional at Facet with three years of industry experience. She previously worked at Murphy O'Brien Inc. for ten years. Facet serves individual members across a wide range of wealth levels, offering tiered, subscription-based financial planning and implementation services that include discretionary investment management and bundled estate or tax services. The firm emphasizes holistic financial planning through its Total Financial Life Resources framework and uses technology-driven, tax-optimized investment strategies.

Danita Yetter is a CFP® professional with five years of industry experience, currently serving at Cape Investment Advisory, Inc. She has worked with several firms including American Global Wealth Management, Inc. and The Prudential Insurance Company of America. Outside of her advisory role, she is involved in long-term care insurance sales and provides notary services for the Government Employee Benefits Association. Cape Investment Advisory, Inc. serves a diverse client base including individuals, businesses, and various trusts and retirement accounts. The firm offers portfolio management, financial planning, and access to a variety of asset managers, using a process that incorporates client-specific financial goals and risk tolerance with data-driven asset allocation strategies.

Stephen Mazer is a financial advisor with Mariner Independent in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Cetera, Sageview Advisory Group, United Income, Capital One Investing, and HSBC. He is also involved with Rational Wealth Solutions, offering investment advisory services. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s platform supports model portfolios, discretionary management, and offers retirement plan services with integrated fiduciary support and access to institutional resources through affiliated entities.

Stephen Tan is a financial advisor at Founders Financial Securities LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Deloitte Tax LLP for 16 years. Outside of advising, he is principal and managing shareholder of Tan & Associates Inc., where he manages day-to-day operations and overall strategy. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of programs and third-party asset managers.

Adam Brubaker is a financial advisor at Vicus Capital, Inc. with a Series 65 credential and five years of industry experience. His prior roles include positions at Cetera Wealth Services, Allstate Insurance Company, and Drown Financial Services, where he currently serves as Director of Financial Planning. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors, offering both discretionary and non-discretionary solutions. The firm employs a variety of investment strategies, including core-satellite, momentum, ESG, and faith-based approaches, and emphasizes retirement-plan consulting and fiduciary services.

Amy Lazas is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and one year of industry experience. She is also an attorney and owner of Providence Law Group, LLC, where she specializes in estate planning. Lazas is a member of the American Academy of Estate Planning Attorneys. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, and consulting services through a network of investment adviser representatives, utilizing third-party platforms and model portfolios tailored to client needs.

William Hufnell is a CFP® professional with nine years of industry experience, currently serving at Modera Wealth Management, LLC since 2024. Prior to this, he worked for Annapolis Financial Services, LLC/Bay Point Wealth from 2011 to 2024. Outside of his advisory role, he serves as Programs Chair for the Anne Arundel Estate Planning Council and Treasurer for the Neighborhood Association of Ridgely's Delight. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios of mutual funds, ETFs, individual securities, and selective strategies such as ESG integration and private placements.