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.

Gary Diegert II is a CFA® charterholder with eight years of industry experience, currently affiliated with Rossby Financial, LLC since 2024. His prior experience includes roles at RiversEdge Advisors, LLC and myCIO Wealth Partners. Rossby Financial serves individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities with investment advisory and financial planning services. The firm employs diversified strategies tailored to client objectives and risk tolerances, utilizing fundamental analysis, modern portfolio theory, technical analysis, and cyclical analysis, and manages approximately $565 million in discretionary assets.

Aimee Eudy is a financial advisor at 1919 Investment Counsel, LLC with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has been with 1919 Investment Counsel since 2003. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients. The firm focuses on customized portfolios emphasizing liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, including AI and machine-learning inputs.

James Musgrave is a financial advisor with Regal Investment Advisors LLC and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including ten years at Purshe Kaplan Sterling Investments and concurrent roles since 2022 at Regal Investment Advisors and Regulus Financial Group. Outside of advisory work, he is a financial seminar presenter for the nonprofit Society for Financial Awareness. Regal Investment Advisors, operating under the name LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, focusing on proprietary and third-party strategies through a sub-advisory platform managing approximately $2.88 billion in assets.

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.

Ryan Baldwin is a CFP® with eight years of industry experience. He currently works at Waverly Advisors, LLC and previously held positions at Grant Gross Mendelsohn, Jackson Hewitt Tax Services, Robert Morris University, and Eggcellence, LTD. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations and offers a range of services including financial planning and multi-family office solutions.

Robert Elliott is a Series 66-licensed financial advisor with seven years of industry experience, currently with RiverFront Investment Group, LLC. He has held various roles within RiverFront since 2018 and previously worked with ALPS Distributors and Lyft. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions primarily to individual investors, as well as trusts, pension, and institutional clients. The firm employs a multi-advisor platform and combines strategic and tactical asset allocation with security selection and risk management under its “Price Matters” framework.

Margaret Anderson is a financial advisor at Summit Financial, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and worked previously at Symphonic Financial Advisors LLC and Symphonic Securities LLC for 14 years. In addition to her advisory role, she offers insurance products as a broker through various companies, including an affiliated firm. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, utilizing both discretionary and consultative approaches.

Byron Moore is a financial advisor with Realta Investment Advisors, Inc in Columbia, MD, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior experience includes positions at Capital One Investing, LLC from 2015 to 2018. He is also the CEO of Sovereign Wealth Management, a fee-based investment advisory and financial planning firm. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning for individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice through advisor interviews and employs diversified strategies including mutual funds, ETFs, equities, fixed income, and alternative investments.

Validmir Kats is a financial advisor with Fiduciary Financial Advisors in Baltimore, MD, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Five Doors and Legacy, and he has been involved in business consulting through his private practice. Kats serves on the advisory board of Alchemy of Money and holds a Maryland real estate license. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and legacy position management to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments using fundamental, technical, and quantitative analysis, and offers services including individual professional trustee roles and access to private alternative funds.

Meredith Mowen is a financial advisor at 1919 Investment Counsel, LLC with 21 years of industry experience. She has been with 1919 Investment Counsel since 2003 and holds the Series 65 designation. 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 emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and model portfolios.

Bradley Schell is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at Raymond James Financial Services Advisors, Inc. Schell also serves as an independent contractor associate financial advisor with Potomac Financial Group. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans with a long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities.