Thomas Raynor is a Certified Financial Planner (CFP®) with seven years of industry experience. He is currently with Congress Wealth Management LLC and previously worked for Pinnacle Advisory Group, Inc. for 13 years. Raynor is based in Columbia, MD. He is part of CW Advisors, LLC, a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a wide range of clients including individuals, families, trusts, and institutions, offering services such as wealth management, retirement plan advisory, family-office services, and sub-advisory solutions. CW Advisors employs a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across various asset classes.

Gulielma Fager is a CFP® and Series 65-licensed advisor with Rossby Financial, LLC, bringing five years of industry experience. She previously worked at Cambridge Investment Research Advisors and Michael Bombardier PhD LLC. Outside of her advisory role, she serves as a board member for the Friends School of Baltimore and is active as an author and speaker through Toler Financial Group LLC. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs diversified investment strategies tailored to clients’ objectives and risk tolerances, managing approximately $565 million in discretionary assets.

Travis Drown is a financial advisor at Vicus Capital, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services and his own Drown Financial Services. Outside of his advisory work, he serves as the treasurer on the board of Mosaic Christian Church. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a range of strategies—including fundamental and technical analysis, core-satellite, ESG, and tax-loss harvesting—and offers specialized 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.

Mitchell Caplan is a financial advisor at Composition Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Caplan Financial Group, LLC for 23 years. He is also a licensed insurance agent involved in insurance sales and implementations unrelated to investment advisory. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other strategies, and manages approximately $9.47 billion in discretionary assets across multiple advisors.

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 experience in financial advising. He is currently with CW Advisors, LLC and previously worked at Pinnacle Advisory Group, Inc. and Congress Wealth Management LLC. Outside of his advisory work, he is a partner at Waypoint Consulting Group and serves as a board member for MarylandReporter.com. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base, including high-net-worth individuals and institutional clients, utilizing a Core-and-Satellite investment approach that blends multiple strategies across global asset classes and offers family office, wealth management, and sub-advisory services.

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.

Hazel Toler is a financial advisor at Rossby Financial, LLC, holding a Series 65 designation with one year of industry experience. Outside of advising, she has been involved with Joes Seafood Stonecrab and Prime Steak since 2015. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension plans, corporations, and other business entities, managing approximately $565 million in discretionary assets. The firm uses a variety of analytical approaches to tailor diversified portfolios across multiple asset classes and offers services including wrap-fee programs and retirement-plan advice under the DOL fiduciary framework.

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 is currently with CW Advisors, LLC and previously worked at Pinnacle Advisory Group, Inc. and Congress Wealth Management LLC. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients, offering wealth management, financial planning, retirement plan advisory, family-office services, and sub-advisory solutions. Their investment approach employs a Core-and-Satellite framework utilizing active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Frances Toler is a financial advisor at Rossby Financial, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Rossby Financial since 2024. Prior to that, she spent nine years with Cambridge Investment Research Advisors and has operated Toler Financial Group since 2012. In addition to her advisory work, she is an author and speaker associated with Toler Financial Group. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a range of analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

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 CFP® and ChFC® with 41 years of industry experience. He is affiliated with Csenge Advisory Group, LLC and previously held positions at Integrity Alliance, LLC, Lion Street Financial, LLC, and Hostetler & Church, LLC. Outside of financial advising, he manages multiple farming operations and owns a counseling practice called Beyond Wealth. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combination of fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary and model-based allocations.