Amy Lazas is a Series 65-credentialed advisor with Integrity Advisory Solutions in Columbia, MD, and has one year of experience in the financial industry. She is also the owner and attorney at Providence Law Group, LLC, where she focuses on estate planning. Lazas is a member of the American Academy of Estate Planning Attorneys. Integrity Advisory Solutions serves individuals, high-net-worth clients, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing both fundamental and technical analysis alongside a variety of asset-allocation frameworks.

Suzanne Wheeler is a financial advisor at Arkadios Wealth Advisors with 25 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Arkadios since 2019. Outside of her advisory role, she serves as secretary for South Village Homes Corp and works as an appointed agent with RAK Group Inc., focusing on fixed annuity and life insurance products. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various portfolio management strategies, combining fundamental, technical, and cyclical analysis.

Patrick Meadowcroft is a Series 66 licensed advisor with five years of industry experience. He is currently with CreativeOne Securities, LLC and Sawyer Wealth Management, where he has worked since 2022. His prior experience includes roles at Merrill and RBC Wealth Management, as well as a background that includes time at University of Maryland and William T. Houseman, Sr. CPA. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and proprietary advisory platforms.

William Friedrich is a CFP® professional with 13 years of industry experience. He is currently with Accelerate Retirement and has previously worked at NFP Retirement, Inc. and BlackRock. In addition to his advisory role, he is a licensed insurance agent and recommends certain insurance products on a commission basis. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term allocation approach, customizing portfolios with a range of investment vehicles while adjusting for client objectives and market conditions.

Caitlin Douglas is a financial advisor at Elevation Point Wealth Partners, LLC with 14 years of industry experience. She holds the Series 66 designation and has previously worked at Dynasty Wealth Management, Dynasty Securities, Triad Advisors, Planning Solutions Group, and Keeney Financial Group. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and business entities through model portfolio strategies that include tactical asset allocation across various investment vehicles and incorporates insurance distribution and annuity servicing within its advisory services.

Steven Lim is a CFP® with 11 years of industry experience, currently serving at Founders Financial Securities LLC and Lim Financial Group. He holds the roles of Vice President and Director of Planning at Lim Financial Group and has been involved with Interstate Health Underwriters since 2015. Outside of finance, Lim is a 50% owner, administrator, and senior instructor at a traditional martial arts school, where he teaches classes and manages events. Founders Financial Securities LLC provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in assets through a network of 118 advisors. The firm offers a range of advisory platforms and personalized investment approaches, including discretionary portfolio management and specialized services such as 1031 exchange consulting.

James Morgan is a CFA® charterholder with four years of industry experience. He is currently with Choreo, LLC and has previously worked at BDO Wealth Advisors and Hefren Tillotson. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm employs a strategic asset allocation approach with diversified model portfolios overseen by an Investment Committee, offering a range of services from portfolio management to specialized consulting such as 1031 exchange and Deferred Sales Trust™ advice.

Benjamin Offit is a CFP® with 17 years of industry experience. He is currently an advisor at Composition Wealth, LLC and has previously worked at Offit Advisors and Clear Path Advisory. Offit is also involved in insurance planning and risk management as an insurance agent and serves as a principal at a tax and accounting firm. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, trusts, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified funds, with additional strategies such as options and private investments, and manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

Michael Lin is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Choreo, LLC since 2022 and previously spent ten years at RSM US Wealth Management 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 focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Jose Jimenez is a CFP® professional with 11 years of industry experience. He is currently with OneAscent Financial Services LLC since 2024 and previously worked at Parsonex Advisory Services and Parsonex Securities. In addition to his financial advisory work, he serves as a battalion chaplain in the US Navy, providing religious support to soldiers. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm offers a range of services including asset management, financial planning, Unified Managed Account solutions, and outsourced CIO and CCO services, utilizing both model-based platforms and individualized investment approaches.

Donald Andrus Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at Navy Federal Investment Services since 2015 and Navy Federal Financial Group since 2009, as well as a prior position at Ameriprise. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm employs a managed advisory approach primarily using third-party portfolio managers on the Envestnet platform and provides a range of investment solutions including automated ETF portfolios and unified managed accounts.

Jay Wilen is a financial advisor with Merit Financial Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Guardian Life, Equitable Advisors, and Triad Advisors. Outside of his advisory work, he serves as an assistant leader for a local Boy Scout troop. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed portfolios overseen by an internal Investment Management team and committee.

Brendan Walsh is a financial advisor at Composition Wealth, LLC in Columbia, MD, holding a Series 65 designation. He has experience in the industry beginning in 2025, with prior roles at Kendall Capital Management, MV Financial, Pathstone Family Office LLC, Chickasaw Nation Industries, and Cambridge Associates LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, complemented by individual securities and independent manager oversight.

Jordan Shuck is a financial advisor at Choreo, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Choreo since 2022. His prior work experience includes roles at Merrill Lynch and Fairfield University. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a strategic investment process that combines quantitative screening and due diligence to manage portfolios through a variety of investment vehicles and specialized advisory services.

Wayne Green is a financial advisor at KCD Financial, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Securities America, Verus Capital Partners, and The Patriot Financial Group. Outside of his advisory role, he is involved with Associates Marketing LLC, where he works as an insurance, estate planning, and precious metals consultant. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm offers tailored investment strategies using third-party platforms and managers, combining advisory and broker-dealer services with licensed insurance agency capabilities.

Sean Reitenbach is a CFA® charterholder with eight years of industry experience. He is affiliated with Prosperity - An EisnerAmper Company and has held roles at DAI Securities, Triad Advisors, Stifel, and T Rowe Price. Reitenbach also serves as a senior investment analyst for The Prosperity Consulting Group. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management through third-party Independent Managers and model portfolios.

Anita Carr is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. Her prior work history includes roles at FEI Systems, Equinox, and Motionsoft. She has also taken a sabbatical since 2024. Core Planning is a multi-team firm providing fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated tools to tailor and maintain investment strategies according to client objectives and risk tolerance.

Laura Sendldorfer is a financial advisor with Composition Wealth, LLC, holding a ChFC® designation and Securities Series 63 and 65 licenses. She has six years of industry experience and has worked previously at Offit Financial and Kestra Advisory Services. Outside of her advisory role, she is a partner in two e-commerce ventures and serves as president and board member of the Financial Planning Association of Maryland. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm emphasizes a long-term investment approach using low-cost, diversified funds supplemented by other securities, and manages approximately $9.47 billion in discretionary assets with a multi-advisor team structure.

Mark Huber Jr. is a CFP®, CFA®, and Series 66-certified financial advisor at Integrated Advisors Network LLC with 12 years of industry experience. He has previously worked at Bolder, LLC and has ongoing roles with DFPG Investments, Inc. and Financial Foundations, Inc. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and often utilizes third-party sub-adviser platforms to implement client strategies.

Christopher Oxenham is a financial advisor with Verus Capital Partners, LLC, holding the ChFC® designation and Series 66 license, and has 19 years of industry experience. He has worked at Verus Capital Partners since 2011 and has prior experience with LPL Financial and Securities America, Inc. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios, incorporates tactical adjustments and selective hedging, and tailors allocations based on clients’ time horizons, risk tolerances, and tax considerations.