Peter Jenkins is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior experience includes roles at BDO Wealth Advisors, LLC and Biegel & Waller LLC. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Donald Moore Sr. is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently affiliated with Capital Analysts and has held prior positions at Lincoln Investment and Cincinnati Analysts, Inc. He serves on the Advisor Advisory Council of the Insured Retirement Institute, interacting with various members of the insured retirement strategies ecosystem. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice, delivered through a nationwide network of independent advisors and in-house investment management.

Tyrin Tyson is a Series 65-licensed financial advisor at Fiduciary Financial Advisors with two years of industry experience. Prior to joining the firm, he held nursing positions including Vascular Access Nurse at Advanced PICC Specialist and Emergency Medical Transport nurse with Procare Ambulance Services. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and uses a variety of analytical approaches, offering services that include individual professional trustee roles and access to private alternative funds.

Andre Somerset Alexander is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior experience includes roles at Bank of America, Merrill, Citigroup, and Money One Federal Credit Union. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes managed advisory programs with third-party portfolio managers and offers solutions ranging from unified managed accounts to automated ETF portfolios.

Sean Mccomber is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Signal Advisors Wealth, LLC and has previously worked at firms including Personal Capital Advisors Corporation, Empower Advisory Group, and Lincoln Financial Advisors Corporation. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform. The firm employs a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a blend of fundamental, quantitative, and technical analysis.

Johnny Brown Jr. is a financial advisor at Lombard Advisers Incorporated with 19 years of industry experience. He has worked at Lombard Securities Incorporated since 2009 and previously at Edward Jones from 2007 to 2009. Additionally, he prepares individual income tax returns on a part-time basis during tax season. Lombard Advisers provides investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management using a variety of analytical methods and manages approximately $670 million in assets, primarily on a non-discretionary basis.

Thomas Raynor is a CFP® professional with seven years of experience in financial advisory services. He has worked at Congress Wealth Management LLC since 2021 and previously spent thirteen years at Pinnacle Advisory Group, Inc. He is currently affiliated with CW Advisors, LLC in Columbia, MD. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, and operates within the larger Osaic corporate group, providing access to trust, lending, and alternative-investment platform services.

Travis Drown is an investment advisor at Vicus Capital, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services and operated his own firm, Drown Financial Services, since 2012. He has also served as treasurer on the board of Mosaic Christian Church since 2025. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis, offering a range of model and separately managed strategies, and places emphasis on retirement-plan consulting and fiduciary services.

Harvey Byrd is a financial advisor at Lombard Advisers Incorporated with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Massmutual Life Insurance Company and Mml Investors Services Inc. Outside of his advisory role, he is an insurance agent focusing on life, disability, and long-term care insurance. Lombard Advisers provides personalized investment management and retirement plan consulting to individuals, trusts, pension plans, and small businesses through a team-based approach. The firm offers both discretionary and non-discretionary portfolio management, utilizing various analytical methods, and manages approximately $670 million in assets.

James Waller is a financial advisor at Choreo, LLC with 25 years of industry experience. He holds a Series 65 designation and has previously worked at BDO USA, P.A., BDO Wealth Advisors, LLC, and Biegel & Waller LLP. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios, supported by a centralized portfolio management team and an Investment Committee.

Paul Watson is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Snowden Lane Partners since 2014. Outside of his advisory role, he is the owner of HWA Inc., a business that facilitates introductions to voluntary benefits companies. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach with access to unaffiliated sub-advisers and third-party managers.

Erin Stoecker is a financial advisor at Snowden Capital Advisors LLC with 19 years of industry experience. She holds a Series 66 designation and has been with Snowden Lane Partners since 2014. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and endowments. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, utilizing customized model portfolios and a range of investment tools across multiple asset classes.

Jennifer Sweeney is a Series 66-licensed financial advisor at Waverly Advisors, LLC with 11 years of industry experience. She previously worked for Grant/GrossMendelsohn, LLC for 10 years before joining Waverly Advisors in 2025. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of services including financial planning, retirement consulting, and multi-family office solutions.

Joshua Mazer is a CFP® with 39 years of industry experience, currently advising at Thurston Springer Advisors. His prior roles include 13 years at Wells Fargo Advisors Financial Network LLC and previous positions at Morgan Stanley Dw Inc., Truist Securities, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a registered lobbyist educating state legislators on HPV vaccination and holds a senior policy advisor role at the Department of Health and Human Services. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary services. The firm employs a range of investment strategies, including both buy-and-hold and active models, and integrates services across affiliated broker-dealer and insurance entities.

Noelle Savage is a CFA® charterholder with six years of experience at D.F. Dent and Company, Inc. and five years at Skipjack Global Capital Management, totaling 11 years in the financial industry. She is based in Baltimore, MD. D.F. Dent and Company provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as various institutional clients. The firm manages approximately $8.6 billion in assets and offers a range of equity-focused strategies alongside fixed-income management, serving unique client types such as Unified Managed Account programs, pooled vehicles, and registered investment companies.

Jeffrey Troll is a CFP® and CFA® with 21 years of experience in the financial advisory industry. He currently works at CW Advisors, LLC and previously spent 16 years at Pinnacle Advisory Group, Inc. He serves as a partner at Waypoint Consulting Group and is a board member of Marylandreporter.com. CW Advisors, LLC is a multi-team firm that offers investment management, comprehensive wealth management, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach with a blend of active, passive, quantitative, and ESG strategies, and provides solutions for other registered investment advisers and private funds.

Mark Mahaney is a financial advisor at Wealthcare Advisory Partners LLC in Baltimore, MD, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with Wealthcare Advisory Partners and affiliated with LPL Financial since 2016. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising process that combines proprietary Wealthcare software, behavioral economics, and evidence-based quantitative metrics to guide portfolio management and planning strategies.

Ian Harris is a CFP® professional with 12 years of experience in financial advising. He is currently affiliated with Cape Investment Advisory, Inc., and has previously worked at firms including Edward Jones and Charles Schwab. Outside of his advisory role, his spouse holds a limited partner interest in a mattress manufacturing business. Cape Investment Advisory, Inc. serves individuals, businesses, pension and profit-sharing plans, trusts, and other entities. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers, implementing asset allocation plans based on clients’ financial goals and risk tolerance.

Lisa Edwards is a CFP®, CFA®, and holds a Series 65 license with five years of industry experience. She is currently an advisor at Choreo, LLC, where she has worked since 2026. Prior to joining Choreo, she was with WMS Partners, LLC for six years and spent fourteen years at Farmer Mac. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios, implementing client portfolios through various managed accounts and funds, with oversight by a centralized Investment Committee.

Michael Hamolia is a CFP® professional with 14 years of industry experience. He currently works at CW Advisors, LLC and previously spent 16 years at Pinnacle Advisory Group, Inc. and five years at Congress Wealth Management LLC. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies and offers services including investment management, comprehensive wealth management, financial planning, and family office solutions.