Lucas Belanger is a financial advisor at Verdence Capital Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has been with Verdence since 2017. Prior to joining Verdence, he worked at American University from 2013 to 2017. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations, providing portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory services for other registered advisers.

Stephen Thacker is a financial advisor at Verdence Capital Advisors, LLC with 22 years of industry experience. He has been with Verdence since 2017 and previously worked at Hightower Advisors from 2015 to 2017. He holds the Series 63 and Series 65 designations. Verdence Capital Advisors serves a diverse client base, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a variety of investment strategies based on fundamental, technical, and cyclical analysis and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Noah Akers is a financial advisor with Arkadios Wealth Advisors and holds a Series 66 designation. He has two years of industry experience and serves as a managing partner of Daniel Alan LLC, a tax preparation and accounting firm. Arkadios Wealth Advisors is a multi-team SEC-registered advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various account types and combines fundamental, technical, and cyclical investment analysis.

Kelly Wright is a financial advisor at Verdence Capital Advisors, LLC with 14 years of industry experience. He holds the CFP® and Series 63 designations and previously worked at Congress Wealth Management LLC and Pinnacle Advisory Group, Inc. He serves on the board of directors for the Financial Planning Association of Maryland. Verdence Capital Advisors serves a diverse client base, including individuals, businesses, and trusts, and offers specialized services such as family office support and sports and entertainment advisory. The firm uses a combined fundamental, technical, and cyclical investment process and provides discretionary portfolio management, financial planning, and sub-advisory solutions.

Leo Kelly IV is a financial advisor at Verdence Capital Advisors, LLC with two years of industry experience. He previously worked at T. Rowe Price for three years and has academic experience at Wake Forest University and Benson University Center. Verdence Capital Advisors serves a diverse client base including individual investors of varying net worth, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm offers discretionary portfolio management and financial planning through specialized teams with expertise in family office services, sports and entertainment advisory, OCIO/sub-advisory solutions, and consulting engagements.

Colin Rafferty is a financial advisor at Verdence Capital Advisors, LLC with six years of industry experience. His prior work includes roles at Wells Fargo Clearing and Robert Half International. Outside of finance, he works as an Uber Eats driver. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios across various investment vehicles and offers specialized services including family office support, sports and entertainment advisory, OCIO/sub-advisory solutions, and consulting.

Cherisse Reumont is a financial advisor at First Command Advisory Services with nine years of industry experience and holds Series 63 and Series 65 licenses. Her background includes roles at the Small Business Administration and multiple First Command entities. Outside of financial advising, she works as a fragrance freelancer for Christian Dior and serves as treasurer for Channel of Grace Worship Center, overseeing its financial operations. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring model portfolios managed centrally by an Investment Management Team.

Thomas Clark Jr. is a financial advisor at Creative Planning with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lockton Companies in various capacities from 2006 to 2021. Outside of his advisory role, he consults on software through a separate business, Benetic. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Christopher Ozazewski is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Janney in 2019, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He also serves as a FINRA arbitrator in Washington, DC, dedicating time to resolving investment-related cases. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Matthew Rodgville is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 credential. His prior work includes roles at Jacob William Advisory, Assured Partners, and Gorfine, Schiller & Gardyn. He also worked with the Tulane University Athletic Department. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary management using model portfolios overseen by an internal Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Jay Schuman is a CFP® with 18 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Connectus Wealth, and Horan Capital Management, LLC. Focus Partners Wealth serves a diverse client base including individuals, families, corporations, and institutions, offering services such as investment management, financial counseling, family office support, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and manages a broad range of investment vehicles and strategies.

Michael Crumley III is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, LLC, SFG Wealth Management, LLC, Synergy Financial Group, and Towson University. Private Advisor Group, LLC serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various programs and third-party asset managers.

James Ryan is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. He has been with SunTrust entities since 2014, including SunTrust Advisory Services and SunTrust Investment Services. Ryan serves on the board of the Ulman Foundation, where he organizes events and volunteers to support young cancer patients and their families. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by inter-affiliate resources and AI-enabled research.

Stephen Norris Jr. is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with Primerica Advisors in Edgewater, MD. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company dating back to 2011. He serves on the Board of Directors for the Towson Chamber of Commerce. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.

Virginia Woods is a Series 66 licensed financial advisor with 11 years of industry experience. She has worked at Truist Advisory Services since 2021 and has prior experience with BB&T Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions.

Christopher Knox is a financial advisor with Truist Advisory Services and holds Series 63, 65, and 66 credentials. He has 16 years of industry experience, including prior roles at Wells Fargo and its affiliates from 2014 to 2021. Outside of his advisory work, he serves as a wrestling coach for Calvert Hall College High School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate services.

Sean Kelly is a ChFC® with 40 years of industry experience, currently affiliated with Integrity Alliance, LLC. He has worked at Integrity Alliance since 2025 and previously held roles at Lion Street Advisors, Lion Street Financial, and Kestra Financial Services. Kelly serves as a board member of the Baltimore Area Council of the Boy Scouts of America and is President-Elect of the Baltimore Estate Planning Council for 2025-2026. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and third-party manager referrals to a diverse client base, including individual investors, corporations, and qualified retirement plans.

Laurence Seiden is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His prior experience includes roles at Goldman Sachs / United Capital Financial Advisers, Girard Securities, and Cetera Advisor Networks LLC. He serves on the External Affairs Committee of the Maryland Center for History and Culture. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Eliot Latchaw is a Series 66 licensed financial advisor with Janney Montgomery Scott in Bel Air, MD, bringing one year of industry experience. Prior to joining Janney, he served for 30 years with the Baltimore County Police Department. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a broad range of brokerage, financial planning, and advisory services.

Gordon Smith is a financial advisor at Primerica Advisors with 40 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. Smith is also involved in insurance sales. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies and programs.