Wade Kauffman is a financial advisor at Packerland Brokerage Services, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Packerland since 2016 and at Kent Mittrick and Associates since 2015. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through various account management options and utilizes the Hilltop/Envestnet platform to deliver its services.

Erin Rogers is a CFP® with 13 years of industry experience and currently an advisor at NorthRock Partners, LLC. Her prior experience includes roles at Lion Street Financial, Curi Capital, and Fidelity in both advisory and brokerage capacities. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, with integration of private market allocations and AI-supported portfolio monitoring.

Yolanda Degrange is a CFP® with 18 years of industry experience, currently serving at John Hancock Personal Financial Services, LLC. She has worked with John Hancock and its affiliated entities since 2019 and previously at Diversified Investors Securities Corp. from 2012 to 2019. Outside of her financial advisory role, she is registered as an agent for a makeup-related business but is not involved in its daily operations. John Hancock Personal Financial Services, LLC offers financial planning, consultative services, and an Emergency Savings program to a diverse client base, including individuals, trusts, and non-profits. The firm uses technology-assisted, written financial plans that advisors review, providing a scalable service model with a notably high client load per advisor.

Brian Krawiec is a CFP® and ChFC® with 18 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at Wike Financial, LLC and Raymond James Financial Services. He also provides financial planning and advisory services as an independent contractor for Potomac Financial Group. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans with wealth management, investment management, and financial planning services. The firm employs a long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities tailored to client objectives and risk tolerance.

Jordan Vanoort is a CFP®, CFA®, and Series 66–licensed advisor with 19 years of industry experience. He has worked at XML Financial Group and its affiliated entity, XML Securities, LLC, since 2021 and previously spent 12 years with Wells Fargo Advisors Financial Network LLC. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates a multi-advisor team model and uses a combination of fundamental and technical analysis, third-party managers, and an internal Investment Committee to tailor portfolios to client needs.

Brian Davis is a financial advisor at Apollon Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at CIC Wealth, LLC and Commonwealth Financial Network. He is also involved with Clearview Consulting, Inc., where he has been active for 15 years. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed investment strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, and advisory roles for private and pooled investment vehicles.

Michael Shires is a CFP® with 10 years of experience in financial advising. He is currently with CW Advisors, LLC and has prior experience at Pinnacle Advisory Group, Inc. and Congress Wealth Management LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, family office services, retirement plan advisory, and portfolio management.

Freddie Watson is a financial advisor with Capital Analysts in Columbia, MD, holding Series 63 and Series 65 credentials and having 45 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 1989. Outside of his advisory role, Watson serves as president of Watson Family Farms LLC, a farming business. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs supported by an in-house Investment Management & Research team and maintains a close affiliation with Lincoln Investment.

Selena Kemp is a financial advisor at Procyon with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. In addition to her advisory role, she is the CEO of SK Consulting Solutions, where she oversees financial system reviews and process improvements. Procyon serves a diverse client base including individuals, families, trusts, businesses, and institutional investors, offering investment management, financial planning, and consulting services. The firm emphasizes customized, fundamentally driven portfolios and operates with a significant non-discretionary asset base across multiple offices and affiliated businesses.

Matthew Dent is a CFA® charterholder with three years of industry experience. He has been with D.F. Dent and Company, Inc. since 2001. D.F. Dent and Company provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as various institutional clients. The firm manages approximately $8.6 billion in assets and offers growth-oriented equity strategies alongside fixed-income management, serving a diverse client base through separate accounts, sub-advisory services, and registered investment companies.

Nino Sujashvili is a financial advisor at Choreo, LLC with a Series 65 designation and approximately six years of industry experience. His prior roles include positions at BDO Wealth Management and Biegel and Waller LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various investment vehicles and specialized advisory services.

Elise Weinstein is a CFP® professional at AlphaCore Capital LLC with eight years of industry experience. She previously worked at Sella & Martinic, LLC for 13 years and SPC Financial, INC. for 15 years. Elise is based in Rockville, MD. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing both traditional and alternative investment strategies to pursue multi-asset diversification and resilience.

Linda Mccleary is a financial advisor at D.F. Dent and Company, Inc. with 26 years of industry experience. She has been with D.F. Dent since 1999. D.F. Dent and Company provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as various institutional clients. The firm manages approximately $8.6 billion in assets with a focus on growth-oriented equity strategies across market capitalizations, while also managing fixed-income exposures and serving as a sub-adviser and model provider in numerous Unified Managed Account programs.

Danita Yetter is a CFP® with six years of industry experience, currently serving at Cape Investment Advisory, Inc. She has held roles at American Global Wealth Management, Inc. and The Prudential Insurance Company of America among others. In addition to her advisory work, she acts as a financial advisor involved in the sale of long-term care insurance, fixed annuities, and life insurance products, and serves as a notary for the state of Maryland. Cape Investment Advisory, Inc. serves a diverse client base including individuals, businesses, qualified pension and profit-sharing plans, and trusts. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to both affiliated and third-party asset managers, utilizing a process that incorporates clients’ financial situations and risk tolerances with portfolio optimization tools.

Linda Stapf is a financial advisor with LexAurum Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has operated her tax and accounting practice, Linda L. Stapf CPA, PA, since 1989 and has prior experience at Immediate Mortgage Inc. and other advisory firms. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm utilizes a multi-advisor team approach, emphasizing diversified portfolios based on modern portfolio theory and offering both discretionary and non-discretionary services across approximately $1.27 billion in assets under management.

Stephen Tan is a financial advisor at Founders Financial Securities LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Deloitte Tax LLP for 16 years. Outside of advising, he is principal and managing shareholder of Tan & Associates Inc., where he manages day-to-day operations and overall strategy. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of programs and third-party asset managers.

Zachary Weaver is a CFP® and ChFC® with seven years of experience in financial advising. He currently works at XML Financial Group and XML Securities, having previously held roles at NYLIFE Securities LLC, Eagle Strategies, Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves around 2,890 clients and offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities through a combination of fundamental and technical analysis, third-party managers, and custodial support primarily via Fidelity and First Clearing.

Robert Pierce is a financial advisor at 1919 Investment Counsel, LLC in Baltimore, MD, holding a Series 63 designation with 25 years of industry experience. He has been with 1919 Investment Counsel since 2006. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm constructs customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by both proprietary and third-party research and investment policy statements.

Adam Brubaker is a financial advisor at Vicus Capital, Inc. with a Series 65 credential and five years of industry experience. His prior roles include positions at Cetera Wealth Services, Allstate Insurance Company, and Drown Financial Services, where he currently serves as Director of Financial Planning. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors, offering both discretionary and non-discretionary solutions. The firm employs a variety of investment strategies, including core-satellite, momentum, ESG, and faith-based approaches, and emphasizes retirement-plan consulting and fiduciary services.

Stephen Clagett is a financial advisor at XML Financial Group with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network for 13 years before joining XML in 2021. Outside of his advisory work, he operates a sole proprietorship focused on the import and resale of wholesale off-road gear and apparel. XML Financial Group serves a broad retail client base with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a multi-advisor team model and integrates fundamental and technical analysis, third-party managers, and an internal Investment Committee to tailor portfolios to client needs.