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.

Mark Avallone is a CFP®-certified financial advisor with over 32 years of industry experience. He currently works at Apollon Wealth Management, LLC and has held prior roles at firms including Potomac Wealth Advisors and Commonwealth Financial Network. Avallone is also the author of the book *Countdown to Financial Freedom* and contributes finance and economics articles to Forbes. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, employing a combination of centrally managed and locally managed portfolios that incorporate fundamental analysis, tactical allocations, ESG risk models, and technology-driven tools.

Adam Brubaker is a financial advisor with Vicus Capital, Inc. and holds a Series 65 credential. He has five years of industry experience, including roles at Cetera Wealth Services and Allstate Insurance Company. Brubaker is also the Director of Financial Planning at Drown Financial Services. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, utilizing a combination of fundamental and technical analysis across various strategies. The firm emphasizes retirement-plan consulting and fiduciary services, offering a broad array of advisory support and third-party manager access.

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.

Amy Lazas is a Series 65-credentialed advisor with Integrity Advisory Solutions in Columbia, MD, and has one year of experience in the financial industry. She is also the owner and attorney at Providence Law Group, LLC, where she focuses on estate planning. Lazas is a member of the American Academy of Estate Planning Attorneys. Integrity Advisory Solutions serves individuals, high-net-worth clients, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing both fundamental and technical analysis alongside a variety of asset-allocation frameworks.

Suzanne Wheeler is a financial advisor at Arkadios Wealth Advisors with 25 years of industry experience. She holds Series 65 and Series 66 credentials and has been with Arkadios since 2019. Outside of advising, she serves as secretary for South Village Homes Corp, reviewing monthly meeting notes, and acts as an appointed agent for RAK Group Inc., focusing on fixed annuity and life insurance products. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans through a variety of managed accounts and combines fundamental, technical, and cyclical investment analyses to address client risk profiles and preferences.

Jay Schiff is a financial advisor at Savvy with 26 years of industry experience. He holds the ChFC® designation and has held Series 63, 65, and 66 licenses. Prior to joining Savvy in 2026, he spent 20 years with Oppenheimer. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term approach combined with active equity and tax-aware direct indexing strategies, integrating third-party sub-advisers, fintech tools, and in-house tax and estate-planning support.

Christopher Brown Jr. is a CFA® charterholder affiliated with CW Advisors, LLC, bringing over 21 years of industry experience. He previously worked at T. Rowe Price from 2005 to 2026 before joining CW Advisors in 2026. 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 investors, using a Core-and-Satellite investment approach that incorporates active, passive, quantitative, and ESG strategies across various asset classes.

Steven Lim is a CFP® with 11 years of industry experience, currently serving at Founders Financial Securities LLC and Lim Financial Group. He holds the roles of Vice President and Director of Planning at Lim Financial Group and has been involved with Interstate Health Underwriters since 2015. Outside of finance, Lim is a 50% owner, administrator, and senior instructor at a traditional martial arts school, where he teaches classes and manages events. Founders Financial Securities LLC provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in assets through a network of 118 advisors. The firm offers a range of advisory platforms and personalized investment approaches, including discretionary portfolio management and specialized services such as 1031 exchange consulting.

James Morgan is a CFA® charterholder with four years of industry experience. He is currently with Choreo, LLC and has previously worked at BDO Wealth Advisors and Hefren Tillotson. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm employs a strategic asset allocation approach with diversified model portfolios overseen by an Investment Committee, offering a range of services from portfolio management to specialized consulting such as 1031 exchange and Deferred Sales Trust™ advice.

Benjamin Offit is a CFP® with 17 years of industry experience. He is currently an advisor at Composition Wealth, LLC and has previously worked at Offit Advisors and Clear Path Advisory. Offit is also involved in insurance planning and risk management as an insurance agent and serves as a principal at a tax and accounting firm. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, trusts, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified funds, with additional strategies such as options and private investments, and manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

Michael Lin is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Choreo, LLC since 2022 and previously spent ten years at RSM US Wealth Management LLC. 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 focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Jose Jimenez is a CFP® professional with 11 years of industry experience, currently affiliated with OneAscent Financial Services LLC since 2024. He previously worked at Parsonex Advisory Services, Inc. and Parsonex Securities, and concurrently serves as a Battalion Chaplain in the US Navy, providing religious support to soldiers. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and unified managed account solutions, utilizing both advisor-managed and model-based investment approaches.

Jay Wilen is a financial advisor at Merit Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Guardian Life and Equitable Advisors. Outside of his advisory work, Wilen serves as an assistant leader for a Boy Scout troop in the Millersville, MD area. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach managed by an internal investment team, and provides a variety of services including asset management, financial planning, retirement plan consulting, and employee financial-wellness programs.

Brendan Walsh is a financial advisor at Composition Wealth, LLC in Columbia, MD, holding a Series 65 designation. He has experience in the industry beginning in 2025, with prior roles at Kendall Capital Management, MV Financial, Pathstone Family Office LLC, Chickasaw Nation Industries, and Cambridge Associates LLC. Composition Wealth 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 focused on low-cost, diversified mutual funds and ETFs, complemented by individual securities and independent manager oversight.

Jordan Shuck is a financial advisor at Choreo, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Choreo since 2022. His prior work experience includes roles at Merrill Lynch and Fairfield University. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a strategic investment process that combines quantitative screening and due diligence to manage portfolios through a variety of investment vehicles and specialized advisory services.

Wayne Green is a financial advisor at KCD Financial, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Securities America, Verus Capital Partners, and The Patriot Financial Group. Outside of his advisory role, he is involved with Associates Marketing LLC, where he works as an insurance, estate planning, and precious metals consultant. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm offers tailored investment strategies using third-party platforms and managers, combining advisory and broker-dealer services with licensed insurance agency capabilities.

Anita Carr is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. Her prior work history includes roles at FEI Systems, Equinox, and Motionsoft. She has also taken a sabbatical since 2024. Core Planning is a multi-team firm providing fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated tools to tailor and maintain investment strategies according to client objectives and risk tolerance.