Charles Reichelt Jr. is a financial advisor at Founders Financial Securities LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at John Hancock Distributors LLC and John Hancock for 18 years. He also consults for Dialectica outside of his investment advisory role. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a broad network of registered investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and utilizes a variety of investment approaches implemented across multiple program platforms.

Douglas Watts is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Morgan Stanley and Baltimore Life. He is also licensed as an insurance agent, specializing in life, health, and annuities products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm leverages third-party money manager relationships and a platform with Envestnet to deliver managed solutions.

Philip Lazzari is a financial advisor with Snowden Capital Advisors LLC in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Snowden Lane Partners since 2014 and has been involved with Simply Soccer Plus since 1991. Outside of his advisory role, he owns HWA Inc., where he facilitates introductions to a voluntary benefits company. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and third-party manager selection, utilizing multi-team resources and institutional capabilities to support a diverse client base.

Alexander Lim is a Series 66 licensed financial advisor with 37 years of industry experience. He is currently with Founders Financial Securities LLC and serves as CEO and President of Lim Financial Group. Outside of finance, Lim is a 50% owner and instructor at U.S. Jow Ga Martial Arts, a traditional Chinese Kung Fu school, and serves as one of five council members of the American Jow Ga Kung Fu Athletic Association. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a variety of investment programs and non-traditional delivery methods.

Michael Little Jr. is a CFP® with 22 years of industry experience. He has worked at Waverly Advisors, LLC since 2025 and was previously with Grant/GrossMendelsohn, LLC for 14 years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management.

Mark Bauer Jr. is a Series 65-licensed financial advisor with six years of industry experience. He currently works at Waverly Advisors, LLC and previously spent six years at GGM Wealth Advisors. Outside of his advisory roles, he has experience with the University of Maryland College Park and the Jones Family Farm. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm employs a blend of traditional and alternative investment strategies and provides services including portfolio management, financial planning, retirement consulting, and multi-family office solutions.

Daniel Dent is a CFA® charterholder with 35 years of industry experience. He has been with D.F. Dent and Company, Inc. in Baltimore, MD since 1976. D.F. Dent and Company provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm manages approximately $8.6 billion in assets with a focus on growth-oriented equity strategies across various market capitalizations and also offers sub-advisory services, model delivery, and serves as investment adviser to several mutual funds.

Tyler Miles is a CFP® with 10 years of industry experience and is currently affiliated with Wedmont Private Capital. His prior experience includes roles at Triad Advisors, Keeney Financial Group, SFG Wealth Management, and several other firms. Wedmont Private Capital provides ongoing financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans, employing a primarily passive, tax-aware investment approach with a fixed advisory fee structure rather than a percentage-of-assets model.

Alexander Supplee is a CFP® professional with 12 years of industry experience, currently serving at United Capital Financial Advisors. His prior experience includes roles at Cetera Advisor Networks LLC, Girard Securities, and Merrill. He is a board member of the Greater Chesapeake Charitable Foundation, where he assists with fundraising event coordination. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services including sub-advisory and consulting, supported by its technology platform, FinLife Partners, which aids independent advisors.

John Kalendek is a financial advisor with Chelsea Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Chelsea Advisory in 2019, he worked at VOYA Financial Advisors and has been president of Kalendek Financial Group since 1995. Outside of advisory work, Kalendek is an independent insurance agent. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm emphasizes a fundamental, long-term investment approach and generally manages accounts on a discretionary basis using diversified portfolios.

Robert Wooden is a financial advisor with StoneX Advisors Inc. in Glen Burnie, MD, holding a Series 66 designation and over 21 years of industry experience. He has been with StoneX Advisors since 2015 and also works with StoneX Securities. Outside of his advisory role, Wooden is president of Wooden Financial Group, Inc., providing insurance sales and service, and serves as head coach and president of the Baltimore Baseball Club. He is also a finance committee member at St. Philip Neri Church and a board member of the Anne Arundel County Sports Hall of Fame. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated clearing, custody, and lending capabilities as part of the StoneX Group.

Steven Hannigan is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at Waverly Advisors, LLC and previously worked for nine years at Grant/GrossMendelsohn, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, 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 financial planning and retirement consulting services.

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.

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® 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.

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.