Katie Brown is a financial advisor at Armstrong Dixon with 10 years of industry experience. She holds a Series 66 designation and has been with Armstrong Dixon since 2015, also maintaining an affiliation with LPL Financial since 2013. Outside of her advisory role, she is a notary and works as a property manager on a part-time basis. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-related consulting for individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a strategic, diversified global asset-allocation approach that combines active and passive management and incorporates specialized exposures such as merger arbitrage and private equity.

Andrew Rutherford is a Series 66-licensed financial advisor at United Capital Financial Advisors with three years of industry experience. He previously worked at Raymond James & Associates and Morgan Stanley. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm provides customized investment solutions through a broad platform that includes United Capital-managed strategies, third-party managers, and separately managed accounts.

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.

Michael Mcandrew is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at 1919 Investment Counsel, LLC in Baltimore, MD. He has been with the firm since 2014 across various roles. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and a range of complementary strategies.

Joshua Edwards is a financial advisor at Intrua Financial with a Series 66 designation and two years of industry experience. He has worked at LPL Financial, LPL Enterprise, and PRUCO Securities. Prior to his financial services career, he spent four years with Beast Baseball LLC. Intrua Financial is an SEC-registered multi-team advisory firm managing approximately $1.75 billion in assets with 37 advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement plans, employing a comprehensive investment approach that combines fundamental, technical, and cyclical analysis to create custom portfolios.

Wade Kauffman is a financial advisor at Packerland Brokerage Services, Inc. with 24 years of industry experience. He holds the Series 66 designation and has been with Packerland Brokerage Services since 2016. He also maintains a role with Kent Mittrick and Associates, where he has worked since 2015. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors and offers a range of investment solutions including financial planning, portfolio management, and retirement-plan consulting. The firm uses the Hilltop-cleared Envestnet platform to provide various managed account programs and operates as both an SEC-registered investment adviser and a FINRA member broker-dealer.

Erin Rogers is a CFP® with 13 years of industry experience and currently an advisor at NorthRock Partners, LLC. Her prior experience includes roles at Lion Street Financial, Curi Capital, and Fidelity in both advisory and brokerage capacities. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, with integration of private market allocations and AI-supported portfolio monitoring.

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 previously worked at CIC Wealth, LLC and Commonwealth Financial Network. Davis is also involved with Clearview Consulting, Inc., where he has been active since 2011. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, and institutional clients, employing a combination of centrally managed strategies and locally tailored portfolios supported by technology and specialized investment approaches.

Peter Wilkinson is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at MML Investors Services, Inc. and a period of self-employment. Outside of advisory work, he is involved with Corto Financial Group, focusing primarily on insurance sales and facilitating medical student loan refinancing partnerships. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a combination of discretionary and non-discretionary portfolio management strategies, utilizing fundamental, technical, charting, and cyclical analysis, with a significant portion of assets managed on a non-discretionary basis allowing clients to retain final trading authority.

Michael Shires is a CFP® with 10 years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., and Private Advisor Group, LLC. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a wide range of clients, including individuals, families, trusts, charitable organizations, and institutional investors, and employs a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across various asset classes.

Freddie Watson is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 1989. 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 individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

Selena Kemp is a financial advisor at Procyon with Series 63 and Series 65 credentials and 27 years of industry experience. She previously worked at Wells Fargo Clearing for six years before joining Procyon in 2022. Outside of her advisory role, she is the CEO of SK Consulting Solutions, a firm focused on reviewing and improving financial systems for businesses. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, and government clients. The firm manages approximately $9.2 billion in assets, primarily on a non-discretionary basis, utilizing fundamental analysis across various asset classes and employing AI tools to support research and monitoring.

Matthew Dent is a CFA® charterholder with three years of industry experience. He has been with D.F. Dent and Company, Inc. since 2001. D.F. Dent and Company provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as various institutional clients. The firm manages approximately $8.6 billion in assets and offers growth-oriented equity strategies alongside fixed-income management, serving a diverse client base through separate accounts, sub-advisory services, and registered investment companies.

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.

Linda Mccleary is a financial advisor at D.F. Dent and Company, Inc. with 26 years of industry experience. She has been with D.F. Dent since 1999. D.F. Dent and Company provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as various institutional clients. The firm manages approximately $8.6 billion in assets with a focus on growth-oriented equity strategies across market capitalizations, while also managing fixed-income exposures and serving as a sub-adviser and model provider in numerous Unified Managed Account programs.

Danita Yetter is a CFP® with six years of industry experience, currently serving at Cape Investment Advisory, Inc. She has held roles at American Global Wealth Management, Inc. and The Prudential Insurance Company of America among others. In addition to her advisory work, she acts as a financial advisor involved in the sale of long-term care insurance, fixed annuities, and life insurance products, and serves as a notary for the state of Maryland. Cape Investment Advisory, Inc. serves a diverse client base including individuals, businesses, qualified pension and profit-sharing plans, and trusts. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to both affiliated and third-party asset managers, utilizing a process that incorporates clients’ financial situations and risk tolerances with portfolio optimization tools.

Linda Stapf is a financial advisor with LexAurum Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has operated her tax and accounting practice, Linda L. Stapf CPA, PA, since 1989 and has prior experience at Immediate Mortgage Inc. and other advisory firms. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm utilizes a multi-advisor team approach, emphasizing diversified portfolios based on modern portfolio theory and offering both discretionary and non-discretionary services across approximately $1.27 billion in assets under management.

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.

Robert Pierce is a financial advisor at 1919 Investment Counsel, LLC in Baltimore, MD, holding a Series 63 designation with 25 years of industry experience. He has been with 1919 Investment Counsel since 2006. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm constructs customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by both proprietary and third-party research and investment policy statements.