Richard Winer is a financial advisor with SteelPeak Wealth, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with SteelPeak Wealth Management since 2016 and is also an independent associate of Isagenix International, a health and nutrition product company. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, trusts, and family offices. The firm offers financial planning, discretionary portfolio management, and alternative investment consulting, utilizing proprietary model portfolios and due diligence on private securities and pooled vehicles for eligible clients.

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.

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 13 years of industry experience. He currently works at CW Advisors, LLC and previously spent 16 years at Pinnacle Advisory Group, Inc. He has been with Congress Wealth Management LLC for the past five years. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies through a combination of third-party money managers and internally managed portfolios.

Arthur Deluca is a financial advisor with intrua Financial, holding a Series 66 credential and 22 years of industry experience. He previously worked at LPL Financial and Raymond James Financial Services, with a background including Lynch Retirement Investment Group. Intrua Financial provides investment advisory and portfolio management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary management through various platforms and third-party managers.

Norman Hostetler is a financial advisor with Integrity Alliance, LLC, holding the CFP® and ChFC® designations and over 40 years of industry experience. His prior roles include positions at Lion Street Financial, LLC and Csenge Advisory Group LLC, and he has operated his own firm, Hostetler & Church, LLC, since 1980. Outside of financial advising, he manages farming operations with family members and owns a counseling practice. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing a variety of portfolio management approaches and custodial platforms.

Charles Reichelt Jr. is a financial advisor at Founders Financial Securities LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at John Hancock Distributors LLC and John Hancock for 18 years. He also consults for Dialectica outside of his investment advisory role. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a broad network of registered investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and utilizes a variety of investment approaches implemented across multiple program platforms.

Douglas Watts is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Baltimore Life prior to joining Mutual of Omaha in 2018. He is also licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services through a network of Investment Advisor Representatives.

Philip Lazzari is a financial advisor with Snowden Capital Advisors LLC in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Snowden Lane Partners since 2014 and has been involved with Simply Soccer Plus since 1991. Outside of his advisory role, he owns HWA Inc., where he facilitates introductions to a voluntary benefits company. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and third-party manager selection, utilizing multi-team resources and institutional capabilities to support a diverse client base.

John Ebinger is a CFP®, CFA®, and holds a Series 65 license with 17 years of industry experience. He is currently with Modera Wealth Management, LLC, having joined in 2024, and previously worked at Annapolis Financial Services, Lincoln Financial Advisors Corporation, Sherman Wealth Management, and Symmetry Partners. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach is allocation-driven and based on Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, selective funds, private placements, and optional ESG integration.

Alexander Lim is a Series 66 licensed financial advisor with 37 years of industry experience. He is currently with Founders Financial Securities LLC and serves as CEO and President of Lim Financial Group. Outside of finance, Lim is a 50% owner and instructor at U.S. Jow Ga Martial Arts, a traditional Chinese Kung Fu school, and serves as one of five council members of the American Jow Ga Kung Fu Athletic Association. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a variety of investment programs and non-traditional delivery methods.

Michael Little Jr. is a CFP® with 22 years of industry experience, currently serving at Waverly Advisors, LLC since 2025. Prior to joining Waverly, he spent 14 years at Grant/GrossMendelsohn, LLC. 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-market allocations and offers a range of financial planning and retirement consulting services.

Mark Bauer Jr. is a Series 65-licensed financial advisor with six years of industry experience. He currently works at Waverly Advisors, LLC and previously spent six years at GGM Wealth Advisors. Outside of his advisory roles, he has experience with the University of Maryland College Park and the Jones Family Farm. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm employs a blend of traditional and alternative investment strategies and provides services including portfolio management, financial planning, retirement consulting, and multi-family office solutions.

Daniel Dent is a CFA® charterholder with 35 years of industry experience. He has been with D.F. Dent and Company, Inc. in Baltimore, MD since 1976. D.F. Dent and Company provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm manages approximately $8.6 billion in assets with a focus on growth-oriented equity strategies across various market capitalizations and also offers sub-advisory services, model delivery, and serves as investment adviser to several mutual funds.

Tyler Miles is a CFP® with 10 years of industry experience and is currently affiliated with Wedmont Private Capital. His prior experience includes roles at Triad Advisors, Keeney Financial Group, SFG Wealth Management, and several other firms. Wedmont Private Capital provides ongoing financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans, employing a primarily passive, tax-aware investment approach with a fixed advisory fee structure rather than a percentage-of-assets model.

Alexander Supplee is a CFP® professional with 12 years of industry experience, currently serving at United Capital Financial Advisors. His prior experience includes roles at Cetera Advisor Networks LLC, Girard Securities, and Merrill. He is a board member of the Greater Chesapeake Charitable Foundation, where he assists with fundraising event coordination. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services including sub-advisory and consulting, supported by its technology platform, FinLife Partners, which aids independent advisors.

John Kalendek is a financial advisor with Chelsea Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Chelsea Advisory in 2019, he worked at VOYA Financial Advisors and has been president of Kalendek Financial Group since 1995. Outside of advisory work, Kalendek is an independent insurance agent. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm emphasizes a fundamental, long-term investment approach and generally manages accounts on a discretionary basis using diversified portfolios.

William Hufnell is a CFP® professional with 13 years of industry experience. He currently works at Modera Wealth Management, LLC and previously spent 29 years at Annapolis Financial Services, LLC/Bay Point Wealth. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, using diversified portfolios supplemented by independent managers, private placements, and optional ESG integration.

Robert Wooden is a financial advisor with StoneX Advisors Inc. in Glen Burnie, MD, holding a Series 66 designation and over 21 years of industry experience. He has been with StoneX Advisors since 2015 and also works with StoneX Securities. Outside of his advisory role, Wooden is president of Wooden Financial Group, Inc., providing insurance sales and service, and serves as head coach and president of the Baltimore Baseball Club. He is also a finance committee member at St. Philip Neri Church and a board member of the Anne Arundel County Sports Hall of Fame. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated clearing, custody, and lending capabilities as part of the StoneX Group.

Steven Hannigan is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at Waverly Advisors, LLC and previously worked for nine years at Grant/GrossMendelsohn, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, 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 financial planning and retirement consulting services.