Tilysha Gleason is a financial advisor with Navy Federal Investment Services, LLC in Columbia, MD. She holds Series 63 and Series 66 licenses and has six years of industry experience. Her prior roles include positions at The Huntington Investment Company and Huntington National Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through a combination of advisory programs and brokerage channels, utilizing third-party portfolio managers accessed via the Envestnet platform.

David Woolford is a financial advisor with Snowden Capital Advisors LLC in Baltimore, MD, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has worked at Snowden Lane Partners since 2016. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm utilizes customized model portfolios and third-party manager selection, supporting a diverse range of investment tools and institutional capabilities.

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.

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.

Allen Bruce is a financial advisor with On Investment Management Company, holding the ChFC® designation and Series 63 and 65 licenses. He has 52 years of industry experience and has worked at A.R. Bruce & Company Inc., Ohio National Financial Services, and THE O.N. Equity Sales Company. He serves as president of A.R. Bruce and Company, Inc., an insurance sales firm, and is a guest lecturer at Howard University School of Business. Bruce is also the treasurer of the Headley Carter Cares Foundation, a nonprofit organization. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based financial planning and both discretionary and non-discretionary managed account options.

Brian Turner is a financial advisor at Procyon with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he is a co-owner of Quorum Recycling, LLC, a company that facilitates partnerships between U.S. and international recycling businesses. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans. The firm offers investment management, financial planning, consulting, and retirement plan advisory services, employing a fundamentally driven, customized investment approach through a combination of internal management and third-party relationships.

Andre Somerset is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and six years of industry experience. His prior experience includes roles at Bank of America, Merrill, CITIGROUP, Citibank, and Money One Federal Credit Union. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party subadvisers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

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 is a financial advisor with Lombard Advisers Incorporated, holding a Series 66 designation and 18 years of industry experience. He has been with Lombard Securities Incorporated since 2009. In addition to his advisory work, he prepares individual income tax returns on a part-time basis during tax season. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, employing both discretionary and non-discretionary programs with a focus on client-directed trading authority.

Thomas Raynor is a CFP® professional with seven years of experience in financial advisory roles. He is currently with Congress Wealth Management LLC and previously worked at Pinnacle Advisory Group, Inc. for thirteen years. Raynor is based in Columbia, MD. He is affiliated with CW Advisors, LLC, a multi-team firm serving individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, financial planning, family office services, retirement plan advisory, and portfolio management.

Michael Burchell is a financial advisor with Independence Square Holdings, LLC in Baltimore, MD. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior experience includes roles at WPG Financial Group, United Planners' Financial Services of America, and CFG Capital Markets. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm uses a blend of fundamental, quantitative, technical, and modern portfolio theory approaches to construct customized and model-based portfolios, supported by digital platforms and access to third-party managers.

Travis Drown is a financial advisor at Vicus Capital, Inc. with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Cetera Wealth Services, LLC and Drown Financial Services. He serves as treasurer on the board of Mosaic Christian Church, overseeing the church’s finances. 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 strategies and fiduciary services, including retirement-plan consulting and access to third-party money managers.

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.

Mitchell Caplan is a financial advisor with Composition Wealth, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Caplan Financial Group, LLC for 23 years before joining Composition Wealth in 2024. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and both fundamental and technical analysis.

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.

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 industry experience. He is currently with CW Advisors, LLC and previously spent 16 years at Pinnacle Advisory Group, Inc. He serves as a board member for Marylandreporter.com and is a partner at Waypoint Consulting Group. CW Advisors serves a diverse client base, including individuals, high-net-worth families, and institutional accounts. The firm employs a core-and-satellite investment approach combining active, passive, and ESG strategies, and provides wealth management, family office services, and retirement plan advisory.