Carl Sera is a financial advisor at Sera Capital Management, LLC with 19 years at the firm and a total of 10 years of industry experience. He holds a Series 65 designation. Outside of his advisory role, Carl is an independent insurance agent who occasionally sells life insurance policies. Sera Capital Management serves individuals and families, including high-net-worth clients, through discretionary and non-discretionary portfolio management and targeted investment consulting. The firm combines fundamental and technical analysis with a buy-and-hold approach and actively uses illiquid investment strategies, focusing on investment management and specialized consulting rather than standalone financial planning.

Elizabeth Gillette is a CFP® professional with 11 years of experience in financial advising. She is currently with Curio Wealth, LLC, where she has worked since 2024, following roles at Annapolis Financial Services, MainStreet Financial Planning, and Lifetime Wealth Planning and Management. Curio Wealth, LLC offers personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans. The firm utilizes diversified portfolios including no-load mutual funds, ETFs, equities, and fixed income, and provides additional services such as tax preparation and ERISA/401(k) plan consulting.

Jacob Leddy is a financial advisor at Convergence Financial with 13 years of industry experience. He holds the Series 66 credential and has previously worked at City National Bank, RBC Capital Markets, Bank of America, and Merrill Lynch. Convergence Financial provides investment advisory and comprehensive financial planning to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to build tailored portfolios and offers a range of services including retirement plan consulting, managed strategist model portfolios, and fiduciary services under ERISA.

Arden Widmann is a CFP® with 37 years of experience and has been with Widmann Financial Services since 1989. He also serves as an adjunct faculty member at Prince George's Community College, teaching estate planning courses. Widmann Financial Services provides discretionary asset management, financial planning, and consulting services to individuals, families, businesses, charitable organizations, trusts, and estates. The firm uses a hybrid, research-driven investment approach combining quantitative and qualitative analysis and offers financial education seminars with outside professionals.

Victor Simon is a financial advisor at Founders Financial Securities LLC with 34 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Founders Financial Securities in 2020, he worked at First Allied Advisory Services and First Allied Securities. Outside of his advisory role, Simon is involved in estate settlement consulting and mentoring small business owners through his family office practice. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and a range of brokerage and insurance services, utilizing both traditional and non-traditional delivery methods.

William Warner is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Gradient Advisors since 2021 and has been with Main Street Financial Group since 2001, where he is involved in retirement and financial planning as well as life insurance and annuity sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals and various institutional clients. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor strategies, typically delivering portfolio services on a non-discretionary basis.

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 at CIC Wealth, LLC and Commonwealth Financial Network prior to joining Apollon Wealth Management. He is also involved with Clearview Consulting, Inc, which he has been associated with for over a decade. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, businesses, and charitable organizations. The firm offers comprehensive advisory services and employs a hybrid investment approach combining centrally managed strategies with local portfolio decision-making, incorporating tax-aware tools and alternative investment options.

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.

Freddie Watson is a financial advisor with Capital Analysts in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Lincoln Investment Planning, Inc. for 37 years. Outside of his advisory role, Watson serves as president of Watson Family Farms LLC, a farming business. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management through various programs and employs an in-house Investment Management & Research team to support investment decisions.

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.