Alexander Roesner is a CFP® professional with seven years of industry experience. He currently works at Black Diamond Financial, LLC, where he has been since 2022. Prior to that, he was with Merrill and Bank of America N.A. from 2019 to 2022. Black Diamond Financial, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm emphasizes strategic asset allocation, low-cost index-based core exposures, and tax-aware portfolio construction, while also managing private pooled investment vehicles for accredited investors.

Craig Fischer is a financial advisor at Wealthcare Capital Partners, LLC with 43 years of industry experience. He has held positions at multiple related firms, including a long tenure at Atlantic Financial Services, Inc. and Atlantic Securities Associates, Inc. Fischer also holds a Series 63 designation and maintains an insurance license. Wealthcare Capital Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $407 million in client assets and employs a goals-based, evidence-based investment process that integrates behavioral economics and quantitative metrics to align strategies with client preferences.

Elisabeth Hayes is a financial advisor at Chapin Davis with 37 years of industry experience. She has been with Chapin Davis since 1991. Outside of her advisory role, she is an owner and treasurer of a family farm, Uphill Farm LLC, and serves as a personal representative for two estates. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts. The firm manages approximately $539 million in assets and employs a range of investment strategies through a multi-advisor team.

Marc Hertzberg is a CFA® charterholder and Series 65 licensed advisor with 27 years of experience, currently serving at WBH Advisory, Inc. He has worked with Wagner Bowman Management Corp since 1999. Hertzberg is also a licensed attorney and certified public accountant, roles he maintains outside of his investment advisory duties. WBH Advisory is a multi-advisor wealth management firm managing approximately $1.74 billion for individual, trust, retirement-plan, nonprofit, and corporate clients. The firm employs fundamental equity analysis to construct individualized portfolios combining stocks, bonds, mutual funds, and ETFs, emphasizing longer-term strategies with periodic rebalancing.

Katie Brown is a financial advisor at Armstrong Dixon with 10 years of industry experience. She holds a Series 66 designation and has been with Armstrong Dixon since 2015, also maintaining an affiliation with LPL Financial since 2013. Outside of her advisory role, she is a notary and works as a property manager on a part-time basis. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-related consulting for individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a strategic, diversified global asset-allocation approach that combines active and passive management and incorporates specialized exposures such as merger arbitrage and private equity.

Jordan Fisher is a CFA® with 12 years of industry experience. He is currently with Black Diamond Financial, LLC, where he has worked since 2026. Prior to that, he spent two years at Axia Wealth Management Inc, two years at TheSpreadSite.com, and eleven years at DRW Securities, LLC. Black Diamond Financial, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and other entities. The firm manages approximately $1.37 billion in client assets and employs a multi-advisor team approach focused on strategic asset allocation, low-cost index-based core exposures, tax-aware portfolio construction, and selective use of institutional-quality private investments.

Robert Dimarino Jr. is a financial advisor with Red Oak Financial Group in Towson, MD, holding a Series 66 designation and 10 years of industry experience. He has been associated with LPL Financial and Red Oak Financial Group since 2015. Red Oak Financial Group provides wealth management, investment management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a model-based, long-term approach combining fundamental and technical analysis to build diversified portfolios, with additional focus on retirement plan advisory services.

Andrew Rutherford is a Series 66-licensed financial advisor at United Capital Financial Advisors with three years of industry experience. He previously worked at Raymond James & Associates and Morgan Stanley. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm provides customized investment solutions through a broad platform that includes United Capital-managed strategies, third-party managers, and separately managed accounts.

Michael Mcandrew is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at 1919 Investment Counsel, LLC in Baltimore, MD. He has been with the firm since 2014 across various roles. 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 focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and a range of complementary strategies.

Joshua Edwards is a financial advisor at Intrua Financial with a Series 66 designation and two years of industry experience. He has worked at LPL Financial, LPL Enterprise, and PRUCO Securities. Prior to his financial services career, he spent four years with Beast Baseball LLC. Intrua Financial is an SEC-registered multi-team advisory firm managing approximately $1.75 billion in assets with 37 advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement plans, employing a comprehensive investment approach that combines fundamental, technical, and cyclical analysis to create custom portfolios.

Wade Kauffman is a financial advisor at Packerland Brokerage Services, Inc. with 24 years of industry experience. He holds the Series 66 designation and has been with Packerland Brokerage Services since 2016. He also maintains a role with Kent Mittrick and Associates, where he has worked since 2015. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors and offers a range of investment solutions including financial planning, portfolio management, and retirement-plan consulting. The firm uses the Hilltop-cleared Envestnet platform to provide various managed account programs and operates as both an SEC-registered investment adviser and a FINRA member broker-dealer.

Ryan Silk is a CFP® with nine years of industry experience currently serving at Merit Financial Advisors. He previously worked at Towson Wealth Management and Kestra Advisory Services. Silk has experience supporting lead advisors with analytics, client service, and technical assistance. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed portfolios and offers both discretionary and non-discretionary account arrangements.

Charles Ward is a CFP® with 25 years of industry experience and has been with Harbor Investment Advisory, LLC since 2015. He holds a Series 66 license. Outside of his advisory work, he is a limited partner in a rental property in Bethany Beach, Delaware. Harbor Investment Advisory serves individual and high-net-worth clients, family offices, retirement plans, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm combines quantitative and qualitative analysis to create client-specific asset allocations and selects third-party portfolio managers, offering both discretionary and non-discretionary programs.

Erin Rogers is a CFP® with 13 years of industry experience and currently an advisor at NorthRock Partners, LLC. Her prior experience includes roles at Lion Street Financial, Curi Capital, and Fidelity in both advisory and brokerage capacities. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, with integration of private market allocations and AI-supported portfolio monitoring.

Yolanda Degrange is a CFP® with 18 years of industry experience, currently serving at John Hancock Personal Financial Services, LLC. She has worked with John Hancock and its affiliated entities since 2019 and previously at Diversified Investors Securities Corp. from 2012 to 2019. Outside of her financial advisory role, she is registered as an agent for a makeup-related business but is not involved in its daily operations. John Hancock Personal Financial Services, LLC offers financial planning, consultative services, and an Emergency Savings program to a diverse client base, including individuals, trusts, and non-profits. The firm uses technology-assisted, written financial plans that advisors review, providing a scalable service model with a notably high client load per advisor.

Joseph Knight is a CFP® professional with 16 years of industry experience, currently affiliated with Founders Financial Securities LLC and Brooks Financial Group. He has worked at Brooks Financial Group since 2010 and Founders Financial Securities since 2009. In addition to his advisory role, he is also licensed as an insurance agent, selling life, long-term care, and disability insurance. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting. The firm employs a variety of investment programs and combines advisory, broker-dealer, and insurance services within its platform.

Noah Gonzalez is a CFP® professional with six years of industry experience. He is currently with Merit Financial Advisors and Purshe Kaplan Sterling Investments, having previously worked at Kestra Investment Services, LLC. Prior to his financial advisory career, he held various roles including positions related to swimming clubs and collegiate work. 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 utilizes a long-term, diversified asset allocation strategy overseen by an internal investment team and supports both discretionary and non-discretionary accounts through a network of investment adviser representatives.

Polina Bolotnikova is a financial advisor at Founders Financial Securities LLC in Timonium, MD. She holds Series 63 and Series 65 designations and has been with the firm since 2023. Prior to joining Founders Financial, she held roles at Penn State York University, Hollywood Casino, HACC, and Karazin's Kharkiv National University. Outside of her advisory work, she is the founder of Maison Nouir LLC, an e-commerce business specializing in home décor boxes. Founders Financial Securities serves a broad range of clients, 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 access to third-party asset managers, utilizing a variety of investment programs and a combination of advisory, broker-dealer, and insurance services.

Peter Wilkinson is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at MML Investors Services, Inc. and a period of self-employment. Outside of advisory work, he is involved with Corto Financial Group, focusing primarily on insurance sales and facilitating medical student loan refinancing partnerships. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a combination of discretionary and non-discretionary portfolio management strategies, utilizing fundamental, technical, charting, and cyclical analysis, with a significant portion of assets managed on a non-discretionary basis allowing clients to retain final trading authority.

Ryan Stark is a Certified Financial Planner® at Greenspring Advisors, LLC with 11 years of industry experience. He has worked at several firms, including LPL Financial, Complete Money Management, MCo Advisors, and AdaptFirst Investments. Greenspring Advisors offers investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and retirement plans. The firm employs a fundamental, quantitative, and qualitative approach with an emphasis on asset allocation and provides services such as portfolio management, comprehensive wealth planning, and retirement plan consulting.