Robert Elliott is a financial advisor with RiverFront Investment Group, LLC in Baltimore, MD. He holds a Series 66 designation and has eight years of industry experience, including roles at ALPS Distributors and Lyft. RiverFront Investment Group provides investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations, utilizing a blend of Price Matters® valuation with tactical asset allocation and security selection across multiple asset classes. The firm delivers its strategies through separately managed accounts, unified managed accounts, and model portfolios, incorporating use of ETFs, options, and tax-management overlays in custom solutions.

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.

Paul Furton is a CFP® professional with 40 years of industry experience, currently affiliated with Founders Financial Securities LLC. Since 2013, he has operated Furton Financial Services, providing investment and insurance-related services in Severna Park, Maryland. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, retirement consulting, and affiliated brokerage and insurance services. The firm employs various investment programs and combines advisory, broker-dealer, and insurance capabilities to deliver customized solutions.

Validmir Kats is a financial advisor at Fiduciary Financial Advisors in Baltimore, MD, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Freedom Calls, LLC, Five Doors, Legacy, and ER4RE, LLC. Kats serves on the advisory board of Alchemy of Money and works as a business consultant in private practice. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO services, with an investment process that integrates strategic asset allocation and multiple analytical approaches.

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.

Todd Tocco is a CFP® professional with 23 years of experience in the financial advisory industry. He is currently associated with Certified Advisory Corp and has been managing TJT Financial, LLC since 2014. His career includes over a decade at Certified Advisory Corp and continuing work at TJT Financial, LLC. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers goal-driven, individualized investment advisory and financial planning services, combining traditional analysis techniques with digital platforms like Betterment to provide comprehensive portfolio management and plan-level consulting.

Gregory Klingler is a CFP® professional with 23 years of industry experience, currently affiliated with Cape Investment Advisory, Inc. He has worked at American Global Wealth Management, Inc. since 2023 and Cape Securities Inc. since 2010. Klingler holds executive roles at the Government Employee Benefit Association, a nonprofit offering group insurance products, where he serves as COO and Vice President of Wealth Management. He is also a licensed real estate agent with Exit Community Realty. Cape Investment Advisory, Inc. provides portfolio management, financial planning, and advisory services to individuals, businesses, pension and profit-sharing plans, and trusts. The firm employs a client-focused process that incorporates asset allocation plans based on risk tolerance and utilizes a combination of internal portfolio managers, sub-managers, and third-party asset managers.

Craig Johnson is a financial advisor with Cape Investment Advisory, Inc. He holds the Series 66 designation and has experience working at the Government Employees Benefits Association and Transamerica Agency Network. Prior to his advisory roles, he has a background that includes positions at enterprises such as de Lazy Lizard and Seacrets. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers portfolio management, financial planning, and access to third-party and affiliated asset managers, with an investment process that incorporates personal client discussions, risk assessment, and asset allocation informed by historical data and optimization software.

Christopher De Giacomo is a CFP® and Series 65 credentialed advisor with six years of industry experience. He has worked at McAdam LLC since 2019 and previously was affiliated with Johns Hopkins Business School and Johns Hopkins University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, and retirement plan consulting. The firm manages client accounts primarily on a discretionary basis, employing a diversified approach that includes mutual funds, ETFs, individual securities, independent managers, and specialized exposures such as direct indexing and private investment funds.

Connor Flach is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial, LLC and Securities America Inc., and was previously employed at Loyola University Maryland. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm combines fundamental and technical analysis with strategic asset allocation and offers customized portfolios across multiple asset classes.

Chris Holcomb is a CFP® professional with 18 years of industry experience, currently serving at Vicus Capital, Inc. He has held roles at Heritage Financial Advisors, LLC and Cetera Wealth Services, LLC. Outside of his advisory work, Holcomb mentors entrepreneurs through SCORE and provides guidance on a customer experience certificate program at Ashland University. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers investment management, financial planning, and retirement plan consulting, utilizing a combination of fundamental and technical analysis across multiple strategies and providing specialized fiduciary consulting and plan-sponsor services.

Jeffrey Johnson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2025. Prior to joining Waverly Advisors, he spent 20 years at Grant/GrossMendelsohn, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, providing both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Desislava Locher is a CFA® charterholder with 10 years of industry experience. She has been with 1919 Investment Counsel, LLC since 2011. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm emphasizes customized portfolios with core holdings in liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and model portfolios.

Brian Slagle is a financial advisor at Lombard Advisers Incorporated with 12 years of industry experience. He has held roles at Lombard Advisers, Lombard Securities, and Northwestern Mutual. Slagle serves on the board of trustees for JP Home, Inc., a nonprofit halfway house for recovering alcoholics. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering both discretionary and non-discretionary portfolio management through a variety of platform programs.

Laura Curry is a financial advisor at Integrity Advisory Solutions with one year of experience in the industry. She holds a Series 65 credential and has a background that includes eight years at Sinclair Prosser Gasior dba Gasior Law LLC, where she worked as an attorney specializing in estate planning. Outside of advising, she is involved in managing recreational gymnastics facilities, contributing to payroll and compliance functions. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, and corporations, through a network of approximately 100 independent advisors and manages around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing a range of investment approaches and third-party platforms.

Sean Dillon is a financial advisor at CW Advisors, LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., and Merrill. CW Advisors, LLC is a multi-team registered investment adviser managing roughly $15 billion in assets for individuals, families, trusts, estates, charitable organizations, and various institutional clients. The firm employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes while offering a range of wealth management, financial planning, and advisory services.

Dale Foard is a financial advisor at Independence Square Holdings, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WPG Financial, United Planners' Financial Services of America, and CFG Capital Markets. Independence Square Holdings serves individuals, including high-net-worth clients, retirement plans, and institutional clients through financial planning, portfolio management, and pension consulting. The firm operates as a multi-team adviser with around 40 advisors and offers customized portfolios, model portfolios, and access to third-party managers and advisory programs.

Heather Ramlal is a financial advisor with Transamerica Financial Advisors in Laurel, MD, holding Series 65 and Series 63 credentials and having 10 years of industry experience. She is also president of HLR Financial Solutions Inc. and has worked with Amplify and (V) WeCare. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering advisory and broker-dealer services through a variety of proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Sara Bove is a financial advisor at Empower Advisory Group with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Empower, she worked at Equitable Advisors, LLC. Outside of her advisory work, she is involved in the hospitality industry as a bartender at Nepenthe Brewing Co. and Nepenthe Home Brew LLC in Baltimore. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.