Joshua Mazer is a CFP® with 39 years of industry experience, currently advising at Thurston Springer Advisors. His prior roles include 13 years at Wells Fargo Advisors Financial Network LLC and previous positions at Morgan Stanley Dw Inc., Truist Securities, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a registered lobbyist educating state legislators on HPV vaccination and holds a senior policy advisor role at the Department of Health and Human Services. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary services. The firm employs a range of investment strategies, including both buy-and-hold and active models, and integrates services across affiliated broker-dealer and insurance entities.

Ian Cully is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently an advisor at Ritholtz Wealth Management, where he has worked since 2025. Prior to joining Ritholtz, he spent seven years at Aspire Wealth Architects and three years at Wealthcare Capital Management. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm manages approximately $9.4 billion in assets and emphasizes a goal-based investment approach that incorporates behavioral finance principles and diversified, low-cost ETFs alongside tactical overlays and alternative investments.

John Weber IV is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Curi Capital, LLC and previously worked at Omega Wealth Management LLC, RMB Capital, LLC, and Partners in Financial Planning. Outside of advising, he is a partner in a real estate investment business. Curi Capital provides wealth management and investment management services to individuals, high-net-worth clients, and institutional investors. The firm employs a long-term, fundamentally driven investment approach across various strategies and offers both discretionary and non-discretionary portfolio management.

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.

Michael Weston is a financial advisor at NorthRock Partners, LLC with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Commonwealth Financial Network, Wharf Financial, and Ameriprise Financial Services. Weston is also the owner of Wharf Financial, LLC, a private entity facilitating securities, advisory, and insurance business. NorthRock Partners provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers a tailored investment approach emphasizing asset allocation, diversification, and integration of private market investments, supported by AI tools alongside human oversight.

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.

Charles Hartley is a financial advisor at A.G.P. / Alliance Global Partners with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at B. Riley Wealth Advisors, Wells Fargo Advisors, and Raymond James Financial. Outside of his advisory role, he is a partner in HARTLEY LLC, a non-investment related business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm employs a mix of investment strategies with an emphasis on international investing and manages portfolios via discretionary and non-discretionary approaches.

Douglas Coe is a CFP® professional with 17 years of industry experience. He is currently affiliated with Mariner Independent and previously worked at Valic Financial Advisors for 15 years. Outside of his advisory role, Coe holds ownership interests in an oil and gas investment LLC and a conservation easement investment group. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party manager access, and retirement plan services through an integrated platform supported by institutional and sub-advisory resources.

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.

Roger Follis is a financial advisor at A.G.P. / Alliance Global Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors, Raymond James Financial, and B. Riley Wealth Advisors. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles across a multi-team platform. The firm offers discretionary and non-discretionary portfolio management, financial and estate planning, model and wrap fee programs, and brokerage and insurance product distribution, with a notable emphasis on international investing and management of pooled-vehicle accounts.

Andrew Clark is a financial advisor at Lexaurum Advisors with 38 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. His prior work experience includes roles at Cetera Advisor Networks, Summit Financial Group, and Northwestern Mutual Investment Management. Outside of his advisory work, Clark is president of the Tyson Corner Chamber of Commerce and engages in marketing consulting and fundraising for special education nonprofits. Lexaurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms with investment management, financial planning, and retirement-plan services. The firm uses diversified portfolios based on modern portfolio theory and offers both discretionary and non-discretionary engagements through a multi-advisor team.

Lynwood Hill Jr. is a financial advisor at MissionSquare Retirement with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA and TIAA-CREF for a combined 20 years before joining MissionSquare in 2024. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

Chad Goldberg is a financial advisor at Marshfield Associates in Washington, DC, holding a Series 65 credential with 16 years of industry experience. He has been with Marshfield Associates since 2009. Marshfield Associates is a registered investment adviser managing approximately $8.12 billion for a mix of institutional and individual clients, including high-net-worth individuals, state and municipal government entities, investment companies, and sovereign wealth funds. The firm employs a long-only value investing approach with a concentrated Core Value Equity Strategy and an optional Balanced Strategy, emphasizing quality and a strict margin-of-safety buy discipline.

Cengiz Akyol is a financial advisor at MissionSquare Retirement with 22 years of industry experience and holds a Series 66 designation. He has worked at ICMA Retirement Corporation since 2008. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which includes discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Kevin Peterson is a CFP® with 15 years of industry experience, currently serving as an advisor at Mariner Independent. His prior roles include positions at Connect Wealth, Mutual Advisors, LLC, and Valic Financial Advisors. Outside of his advisory work, he coaches the golf team at Broadneck High School in Annapolis, MD. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services through a platform that integrates institutional and retirement resources.

Paul Burns is a CFP® and holds a Series 66 license with 14 years of experience in the financial industry. He has worked at Corebridge Financial and Valic Financial Advisors from 2012 to 2024 and currently serves with Mariner Platform Solutions and Connect Wealth. Mariner Independent serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers a broad range of investment services using firm-built models and customized portfolios, supported by affiliated entities such as a state-chartered trust company and institutional pension consulting affiliate.

Edward Crawford is a financial advisor at Douglass Winthrop Advisors LLC with 12 years of industry experience. He previously worked at Sweetbay Capital Management LLC for nine years. In addition to his advisory role, Mr. Crawford is an adjunct professor of Value Investing at Georgetown University and a passive partner in Roumell Asset Management LLC. Douglass Winthrop Advisors provides customized investment management services primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions. The firm offers discretionary and non-discretionary accounts with portfolios that include domestic and international equities and investment-grade fixed income, featuring a Sustainable Equity Strategy alongside its core equity approach.

Jan Lee is a financial advisor with Packerland Brokerage Services, Inc., holding CFP® and CFA® designations and with 29 years of industry experience. Prior to joining Packerland in 2024, Lee worked at Spire Investment Partners and has been affiliated with Baycraft Asset Management since 2002. Lee also operates Baycraft Asset Management, providing tax, financial planning, consulting, and insurance services separate from investment management. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a multi-manager platform and offers both discretionary and non-discretionary account management.