Zachary Furshman is a financial advisor at Continuum Advisory, LLC with 10 years of industry experience. He has previously worked at Osaic Wealth, Inc., Triad Advisors, Morgan Stanley & Co., LLC, and Bank of New York Mellon. He holds Series 63 and Series 65 licenses and serves as Treasurer on a community HOA board. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm manages over $1.4 billion in assets and integrates affiliated implementation resources and institutional services, including licensed attorneys and CPAs among its professionals.

Eli Lerner is a CFP® with four years of industry experience, currently serving as a financial advisor at Choreo, LLC. His prior roles include positions at BDO Wealth Advisors, Merrill, West Financial Services, and GHP Investment Advisors. He also has experience at the University of Maryland and Camp Ramah New England. Choreo serves a diverse client base ranging from individual investors to institutional clients, offering services including portfolio management, financial planning, and outsourced CIO consulting. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage investments through various vehicles such as model portfolios, separately managed accounts, and private funds.

Matthew Cheney is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Composition Wealth, LLC. He previously worked at Connectus Wealth and Horan Capital Management, LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a variety of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments.

Joshua Rivers is a CFP® professional at CW Advisors, LLC with 23 years of experience in the financial services industry. His prior roles include positions at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., and Lincoln Financial Advisors. 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 offers wealth management, financial planning, family office services, retirement plan advisory, and portfolio management.

Jonathan Gimperling is a CFP® professional with 27 years of industry experience. He is affiliated with KCD Financial, Inc. and has worked at Lincoln Financial Advisors Corp since 2003. Outside of his advisory role, he owns rental property managed by a third party. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors and approximately $202 million in assets under management. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering a range of investment strategies and access to third-party management programs.

Woodrow Willey Jr. is a CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist with 29 years of industry experience. He is currently with A.G.P. / Alliance Global Partners and has previously worked at Arete Wealth Management LLC and Sherwood Associates Inc., where he also serves as Vice President and a CPA involved in tax preparation and planning. Willey is also licensed as a fixed life insurance agent. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with portfolio management, financial planning, and retirement-plan services. The firm combines in-house management, third-party money managers, and sub-advisers in an open-architecture approach, and maintains an active broker-dealer business alongside its advisory services.

Loren Glaser is a CFP® professional with 26 years of industry experience, currently serving at WesBanco Securities, Inc. and WesBanco Bank since 2021. His prior experience includes roles at Merrill Lynch, Bank of America, BB&T, and SunTrust. He also holds a position as Vice President and Senior Investment Officer/Portfolio Manager for trust investments at WesBanco Trust. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee programs and third-party managed solutions, employing diverse analytical methods and investment strategies while maintaining affiliations with a bank, trust company, and insurance agency.

Jon Gasior II is a Series 65 licensed advisor with one year of experience at Integrity Advisory Solutions and over a decade of involvement with Sinclair Prosser Gasior. He also owns and operates Gasior Law, LLC, an estate planning law firm. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and utilizes a range of investment strategies and third-party platforms to provide tailored advisory solutions.

Theodore Crites is a CFP® and holds a Series 65 license, with two years of experience in financial advising. He is currently with Composition Wealth, LLC and has worked previously at Miracle Mile Advisors, Caplan Financial Group, and Manring & Farrell. Prior to his advisory career, he held roles in the restaurant industry and at Capital University. Composition Wealth, LLC 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 centered on low-cost, diversified mutual funds and ETFs, supplemented by other asset types and comprehensive portfolio oversight.

Robert Berg III is a Series 65-licensed advisor at Vicus Capital, Inc. with one year of industry experience. His prior roles include positions at Heritage Financial Advisors, USAA, and Messiah University. Outside of financial advising, he has experience working with Mad Dog Lacrosse and Santa Fe Christian Schools. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis and offers a range of strategies including core-satellite, momentum, ESG, and faith-based allocations, with an emphasis on retirement-plan consulting and fiduciary services.

Levene Le Blanc Mc Lean is a financial advisor at Lifeworks Advisors, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Signature Estate & Investment Advisors LLC, Morgan Stanley, and Stone Street Capital. Outside of his advisory role, he was involved with Polish Your Business, LLC, indicating entrepreneurial experience. Lifeworks Advisors serves a diverse client base including individuals, trusts, and institutions, offering wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche framework with a risk-based investment approach and integrates tax and accounting capabilities alongside proprietary technology and a national multi-advisor platform.

David Kauffman is a CFP® professional with 26 years of industry experience, currently with CW Advisors, LLC. He previously worked at Pinnacle Advisory Group, Inc. for 14 years and Congress Wealth Management LLC for 5 years. He is also a partner at Waypoint Consulting Group, a non-investment-related business. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and charitable organizations. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides services such as wealth management, family office support, and retirement plan advisory.

Biswojit Rebeiro is a financial advisor at WesBanco Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including LPL Financial, Edward Jones, Bank of America, Merrill, Chase, Wells Fargo Bank, M&T Bank, and Educational Systems Federal Credit Union. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individual investors, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm emphasizes tailored investment strategies using fundamental, technical, and charting analysis, delivering customized financial planning and portfolio management through non-discretionary advisor-managed wrap accounts and other managed programs.

Robert Ryder Jr. is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at HSBC Bank USA, N.A. and HSBC Securities (USA) INC. He is the owner of Renaissance Digital Investments Inc., a business related to custody services for his clients. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, and consulting services using an open-architecture platform with both discretionary and non-discretionary investment advice.

Carl Noble is a CFA® charterholder with five years of industry experience. He currently works at Congress Wealth Management LLC and previously spent 20 years at Pinnacle Advisory Group. He is based in Columbia, MD. CW Advisors, LLC serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, family office services, retirement plan advisory, and portfolio management.

Rakael Carr is a financial advisor at IP Financial Advisory Services LLC with one year of industry experience. She holds Series 65 and Series 63 credentials. Prior to joining the firm, she held positions within the University of Maryland Medical System and St. Joseph Medical Center UMMS. Outside of advising, she is a pastor and trustee at Champions of Christ Global Ministries and owns a budgeting and financial literacy business. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party managers. The firm focuses on non-high-net-worth investors and retirement plan participants, providing a range of analytical and consulting services including actuarial analysis and tax-efficient portfolio strategies.

Margaret Anderson is a financial advisor at Summit Financial, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and worked previously at Symphonic Financial Advisors LLC and Symphonic Securities LLC for 14 years. In addition to her advisory role, she offers insurance products as a broker through various companies, including an affiliated firm. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, utilizing both discretionary and consultative approaches.

Byron Moore is a financial advisor with Realta Investment Advisors, Inc in Columbia, MD, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior experience includes positions at Capital One Investing, LLC from 2015 to 2018. He is also the CEO of Sovereign Wealth Management, a fee-based investment advisory and financial planning firm. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning for individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice through advisor interviews and employs diversified strategies including mutual funds, ETFs, equities, fixed income, and alternative investments.

Paul Furton is a CFP® professional with 40 years of industry experience, currently affiliated with Founders Financial Securities LLC. Since 2013, he has operated Furton Financial Services, providing investment and insurance-related services in Severna Park, Maryland. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, retirement consulting, and affiliated brokerage and insurance services. The firm employs various investment programs and combines advisory, broker-dealer, and insurance capabilities to deliver customized solutions.

Todd Tocco is a CFP® professional with 23 years of experience in the financial advisory industry. He is currently associated with Certified Advisory Corp and has been managing TJT Financial, LLC since 2014. His career includes over a decade at Certified Advisory Corp and continuing work at TJT Financial, LLC. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers goal-driven, individualized investment advisory and financial planning services, combining traditional analysis techniques with digital platforms like Betterment to provide comprehensive portfolio management and plan-level consulting.