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® professional with 17 years of industry experience. He is currently with Composition Wealth, LLC and previously worked at Connectus Wealth and Horan Capital Management. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and may incorporate options and third-party managers when appropriate.

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.

Renee Lennon is a financial advisor with Mutual Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. Her prior roles include positions at Neuberger Berman, Fidelity Investments, and Triad Advisors. She serves as a board member of the Arts Council of Howard County, contributing to fundraising and strategic planning efforts. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm offers a blend of active and passive strategies and supports various external platforms and manager arrangements, serving approximately $8.5 billion in assets.

Theodore Crites is a CFP® with one year of industry experience, currently serving as a financial advisor at Composition Wealth, LLC. His prior roles include positions at Miracle Mile Advisors, Caplan Financial Group, and Manring & Farrell, as well as experience outside finance with Silver Family Restaurants. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual stocks, and bonds, and manages approximately $6.7 billion in client assets.

Michael Morrill is a financial advisor at D.F. Dent and Company, Inc. in Baltimore, MD, with 28 years of industry experience. He holds a Series 63 designation and has worked at D.F. Dent since 2005, following a 17-year tenure at Foreside Fund Services, LLC. Morrill serves as a volunteer board member for the Baltimore Chesapeake Bay Outward Bound School. D.F. Dent and Company provides discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, institutional clients, and municipal entities. The firm employs disciplined portfolio construction across various equity and fixed-income strategies and manages a family of mutual funds while also serving as a sub-adviser and providing models for UMA/wrap programs.

William Kelly is a CFP® with 26 years of industry experience, currently serving at United Capital Financial Advisors in Baltimore, MD. He has worked at United Capital since 2012, including during its affiliation with Girard Securities, Inc. and Cetera Advisor Networks LLC. He is also a co-trustee for a family trust. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs a discretionary, model-based investment approach and offers portfolio customization, access to third-party managers, and technology-driven client reporting.

Mark Timmick is a financial advisor at Founders Financial Securities LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Timmick Financial Group, LLC since 2013. Outside of his advisory work, he is involved as a music DJ with Black Tie Entertainment and owns an investment newsletter called A Need to Know. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and combines advisory, broker-dealer, and insurance services through various investment programs and third-party partnerships.

Lauren Krieger is a CFA® charterholder and investment advisor with 14 years at 1919 Investment Counsel, LLC in Baltimore, MD. She has 10 years of industry experience. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm constructs customized portfolios emphasizing mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and technology, and maintains operational relationships with Stifel Financial Corp. affiliates.

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.

Kirk Rogers is a financial advisor with Portfolio Medics, LLC, holding a Series 65 designation and three years of industry experience. He has worked at several firms, including KSR Wealth Management and Nautica Asset Management LLC. Outside of advising, he is an independent insurance agent and an insurance instructor, providing education to agents through Enterprise Insurance Training Inc. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering investment management, financial planning, and consulting services with a blend of strategic and tactical approaches.

Edwin Reynolds Jr. is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has worked with Lombard Advisers and its affiliated entities since the early 1990s. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary management strategies, utilizing a range of analytical approaches and offering access to various wrap and separately managed program options.

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.

Thomas O'Neil Jr. is a CFA® charterholder with 35 years of industry experience. He has been with D.F. Dent and Company, Inc. since 1985. D.F. Dent and Company provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as a range of institutional clients. The firm manages approximately $8.6 billion in assets and offers growth-oriented equity strategies across market capitalizations, alongside fixed-income management, serving both traditional and less common client types such as Unified Managed Account programs and registered investment companies.

Eric Holmes is a financial advisor at Signature Equity Partners, LLC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with VALIC Financial Advisors and AGIA. Holmes is also appointed as an agent to sell non-securities insurance products. Signature Equity Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through a network of independent advisory affiliates, utilizing model-based investment solutions and both discretionary and non-discretionary account structures.

Aimee Eudy is a financial advisor with 13 years of industry experience, currently at 1919 Investment Counsel, LLC, where she has been since 2003. She holds Series 63 and Series 65 licenses. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, including AI and machine-learning inputs.

Robert Ryder Jr. is a financial advisor at Kingswood Wealth Advisors, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HSBC Bank USA and HSBC Securities. Outside of his advisory role, he owns Renaissance Digital Investments Inc, a business related to custody services for clients. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering portfolio management, third-party manager oversight, and plan advisory services.

Christopher Imbach is a financial advisor with Founders Financial Securities LLC, holding the ChFC® designation and Series 63 license, and has 35 years of industry experience. He has been with Founders Financial Securities since 2006 and has a longstanding association with Noble Financial since 1999. Outside of his advisory work, Imbach serves as a volunteer firefighter and bingo operations treasurer at the Pikesville Volunteer Fire Department. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting through various programs that integrate mutual funds, ETFs, model allocations, and sub-advised strategies.

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.