Douglas Holthaus is a financial advisor with Harbor Investment Advisory, LLC, holding Series 63, 65, and 66 licenses and with 22 years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, Merrill, and PNC Wealth Management. Harbor Investment Advisory, LLC serves individuals, families, retirement plans, charitable organizations, and business entities with services including portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of quantitative and qualitative analysis, manager due diligence, and third-party technology to manage portfolios across discretionary and non-discretionary programs.

Lauren Rebbel is a CFP® professional with 25 years of industry experience, currently advising clients at Prosperity - An EisnerAmper Company. Her career includes roles at DAI Securities, LLC, Triad Advisors, Inc., LPL Financial, Ferris, Baker Watts, LLC, and Morgan Stanley DW Inc. Outside of her advisory work, she runs TheFemaleForce.com, a blog focused on career advice for women and basic financial topics. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm employs asset allocation and diversification strategies, offering discretionary and non-discretionary management often through third-party independent managers and model portfolios.

Brian Turner is a financial advisor at Procyon with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. Outside of his advisory role, Turner is a 50% owner of Quorum Recycling, LLC, a company facilitating partnerships between U.S. and international recycling businesses. Procyon offers investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, delivering both discretionary and predominantly non-discretionary portfolio management using a range of fundamental analysis-based investment vehicles.

Brandon Jew is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at Morgan Stanley, The Vanguard Group, Raymond James & Associates, and Wells Fargo. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and proprietary advisory platforms.

Sean Mccomber is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Signal Advisors Wealth, LLC and has previously worked at firms including Personal Capital Advisors Corporation, Empower Advisory Group, and Lincoln Financial Advisors Corporation. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform. The firm employs a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a blend of fundamental, quantitative, and technical analysis.

Thomas Raynor is a Certified Financial Planner (CFP®) with seven years of industry experience. He is currently with Congress Wealth Management LLC and previously worked for Pinnacle Advisory Group, Inc. for 13 years. Raynor is based in Columbia, MD. He is part of CW Advisors, LLC, a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a wide range of clients including individuals, families, trusts, and institutions, offering services such as wealth management, retirement plan advisory, family-office services, and sub-advisory solutions. CW Advisors employs a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across various asset classes.

Michael Burchell is a financial advisor with Independence Square Holdings, LLC in Baltimore, MD, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His previous roles include positions at WPG Financial Group, United Planners' Financial Services of America, and CFG Capital Markets, LLC. Independence Square Holdings, operating as a multi-team adviser with about 40 advisors, serves individuals—including high-net-worth clients—retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm combines customized portfolios, model portfolios, and third-party solutions, and utilizes digital platforms and alternative investment options as part of its comprehensive investment approach.

Travis Drown is a financial advisor at Vicus Capital, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services and his own Drown Financial Services. Outside of his advisory work, he serves as the treasurer on the board of Mosaic Christian Church. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a range of strategies—including fundamental and technical analysis, core-satellite, ESG, and tax-loss harvesting—and offers specialized retirement-plan consulting and fiduciary services.

James Waller is a financial advisor at Choreo, LLC with 25 years of industry experience. He holds a Series 65 designation and has previously worked at BDO USA, P.A., BDO Wealth Advisors, LLC, and Biegel & Waller LLP. 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 emphasizes strategic asset allocation and diversified model portfolios, supported by a centralized portfolio management team and an Investment Committee.

Christopher Vanderkolk is a CFA® charterholder with 15 years of industry experience. He is currently with HUB Investment Partners, LLC, having joined in 2023, and previously worked at AFS Financial Group, Commonwealth Financial Network, Pi Analytics, and Mass Mutual Investors Services. Outside of his advisory role, he is involved in managing a short-term rental property jointly owned with his wife. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering both discretionary and non-discretionary portfolio management alongside retirement and financial planning services. The firm employs a combination of active and passive investment strategies and maintains specialized service lines for banking and municipal clients.

Paul Watson is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Snowden Lane Partners since 2014. Outside of his advisory role, he is the owner of HWA Inc., a business that facilitates introductions to voluntary benefits companies. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach with access to unaffiliated sub-advisers and third-party managers.

Mitchell Caplan is a financial advisor at Composition Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Caplan Financial Group, LLC for 23 years. He is also a licensed insurance agent involved in insurance sales and implementations unrelated to investment advisory. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other strategies, and manages approximately $9.47 billion in discretionary assets across multiple advisors.

Kevin Lutz is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Morgan Stanley, PBMARES Wealth Management LLC, and Sawyer Group Inc. He serves on the boards of The Boy's Latin School and Baltimore Outreach Services, a nonprofit organization assisting homeless women and children. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Erin Stoecker is a financial advisor at Snowden Capital Advisors LLC with 19 years of industry experience. She holds a Series 66 designation and has been with Snowden Lane Partners since 2014. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and endowments. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, utilizing customized model portfolios and a range of investment tools across multiple asset classes.

Geoffrey Burroughs is a CFP® with 19 years of industry experience currently serving at Harbor Investment Advisory, LLC since 2013. He holds a Series 66 designation and works out of Lutherville, MD. Harbor Investment Advisory, LLC provides investment advisory and brokerage services to individuals, families, family offices, retirement plans, charitable organizations, and business entities. The firm combines quantitative and qualitative analysis with manager due diligence and third-party technology to manage portfolios across discretionary and non-discretionary programs.

Donna Gestl is a CFP® professional with 28 years of industry experience. She is currently with Prosperity - An EisnerAmper Company and has held roles at Dai Securities LLC, EAG Wealth Management Strategies, and Triad Advisors Inc. since 2011. Gestl is also a senior vice president of The Prosperity Consulting Group, LLC, where she has been involved since 2004. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm uses asset allocation and diversification strategies and leverages third-party managers and technology platforms to support its service offerings.

Ryan Staton is a CFP® and ChFC® with 11 years of experience in the financial services industry. He is currently with Founders Financial Securities LLC, where he has worked since 2020. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, Staton is involved in business consulting focused on exit and succession planning and operates investment and insurance-related businesses. 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 range of advisory platforms and model portfolios tailored at the adviser level.

Howard Pinson is a CFP® professional with 36 years of industry experience. He is currently with Gateway Wealth Partners, LLC and has previously worked at LPL Financial LLC and National Planning Corporation. He has operated Pinson Wealth Management since 2005. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Elias Poe is a financial advisor at Harbor Investment Advisory, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Harbor since 2017. Prior to that, he was with Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2017. Harbor Investment Advisory serves individual and high-net-worth clients, family offices, retirement plans, charitable organizations, and business entities with portfolio management, financial planning, retirement plan consulting, and wrap-fee advisory programs. The firm combines quantitative and qualitative analysis to tailor asset allocations and select third-party portfolio managers, offering both discretionary and non-discretionary services.

Jeffrey Troll is a CFP® and CFA® with 21 years of experience in financial advising. He is currently with CW Advisors, LLC and previously worked at Pinnacle Advisory Group, Inc. and Congress Wealth Management LLC. Outside of his advisory work, he is a partner at Waypoint Consulting Group and serves as a board member for MarylandReporter.com. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base, including high-net-worth individuals and institutional clients, utilizing a Core-and-Satellite investment approach that blends multiple strategies across global asset classes and offers family office, wealth management, and sub-advisory services.