Joshua Rivers is a Certified Financial Planner (CFP®) with 24 years of industry experience. He is currently with CW Advisors, LLC and has held prior roles at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., and Osaic FA, Inc., among others. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and pension plans, employing a Core-and-Satellite investment approach that integrates active, passive, quantitative, and ESG strategies across various asset classes.

Terri Laflam is a financial advisor with Choreo, LLC in Potomac, MD, holding a Series 65 credential and seven years of industry experience. She previously worked at RSM US Wealth Management LLC and RSM US LLP, where she spent a combined 19 years. 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 process emphasizes strategic asset allocation and diversified model portfolios overseen by a centralized management team and an Investment Committee.

Victor Krasij is a CFA® charterholder with three years of industry experience. He is currently an advisor at Aprio Wealth Management, LLC and has prior experience with BNY Mellon Wealth Management and U.S. Trust, Bank of America. Outside of advisory work, he volunteers on the Finance Committee of the CFA Society of Washington, DC. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on tailored portfolio management and financial planning, emphasizing asset allocation and long-term purchasing power preservation through a variety of investment strategies.

Faress Alakwaa is a CFP® certificant with three years of industry experience, currently affiliated with Navy Federal Investment Services, LLC. Prior to joining Navy Federal, Alakwaa held positions at Morgan Stanley, Merrill, Bank of Montreal, and Questrade. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options, primarily leveraging third-party portfolio managers through managed advisory 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 career includes roles at Neuberger Berman, Fidelity Investments, and Triad Advisors. Outside of her advisory work, she serves on the board of the Arts Council of Howard County, contributing to fundraising and strategic planning efforts. Mutual Advisors, LLC provides asset management, financial planning, and consulting services to a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm employs both active and passive strategies tailored to client objectives and manages approximately $9.45 billion through 154 advisors.

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.

John Orem is a CFP® professional with 25 years of industry experience. He currently serves at Apollon Wealth Management, LLC and has previously worked at Potomac Wealth Advisors, Commonwealth Financial Network, H.Beck, Inc., and Truist Investment Services. He also engages in fixed insurance sales, dedicating less than 1% of his business hours to this activity. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and institutional clients, offering a range of advisory and portfolio management services integrating fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

James Frangenberg is a CFP® professional with 22 years of industry experience. He is currently with Founders Financial Securities LLC and has held prior roles at Wells Fargo Clearing Services, LPL Financial, M&T Securities, PNC Investments, and Morgan Stanley. He serves on the advisory council for Adventist Shady Grove Hospital Center and is a Leadership Council member for Make-A-Wish Mid Atlantic. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of IARs managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms and emphasizes services such as retirement guidance, 1031 exchange consulting, and co-advised private wealth portfolios.

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.

Richard Sebastian is a CFP® professional with 14 years of industry experience, currently serving at Apollon Wealth Management, LLC since 2024. His prior roles include positions at CIC Wealth, LLC, Purshe Kaplan Sterling Investments, Inc., Commonwealth Financial Network, McAdam LLC, and VOYA Financial Advisors, Inc. In addition to his advisory work, he is involved in fixed insurance sales, providing clients with insurance recommendations. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of 145 advisors and 67 offices. The firm serves individuals, families, family offices, trusts, estates, businesses, retirement plans, and insurance clients, combining centrally managed strategies with locally managed portfolios and utilizing technology tools including generative AI.

Jennifer Antosh is a CFA® charterholder with two years of industry experience. She is currently with Merit Financial Advisors and previously worked at TritonPoint Wealth, Goldman Sachs PFM, Mercer Consulting, and BNY Mellon. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, and retirement plan consulting with an investment approach centered on long-term, diversified asset allocation managed by an internal team and investment committee.

Levene Le Blanc Mc Lean is a Series 66 licensed advisor at Lifeworks Advisors, LLC with six years of industry experience. His prior roles include positions at Signature Estate & Investment Advisors LLC and Morgan Stanley. He has also been involved with Polish Your Business, LLC. Lifeworks Advisors serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management. The firm employs both planning-based and risk-based investment approaches, combining quantitative and fundamental analysis with a range of model strategies, and integrates tax and accounting services through affiliated entities.

David Kauffman is a CFP® professional with 26 years of industry experience, currently serving at CW Advisors, LLC. His prior experience includes roles at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., Ferris, Baker Watts, LLC, Morgan Stanley Dw Inc., and Capital Investment Advisors. He is a partner at Waypoint Consulting Group, a non-investment related business. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving a diverse client base including high-net-worth individuals, families, trusts, and institutional clients. The firm employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Eric Holmes is a financial advisor at Signature Equity Partners, LLC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Signature Equity Partners since 2026. Previously, he was with VALIC Financial Advisors for 18 years and AGIA for four years. Holmes is also appointed as an agent to sell non-securities insurance products. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a multi-team approach with 34 advisors and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement consulting services.

Marc Magas is a financial advisor at Tucker Asset Management LLC with a Series 65 designation and two years of industry experience. He has previously worked at Magas Advisory Group and held roles at LGO Hospitality and Aerotek. Marc is also involved with Magas Advisory Group, dedicating time monthly to this investment-related activity. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macroeconomic asset-allocation approach, integrating a variety of growth, fixed-income, and alternative investment strategies.

Scott Welch is a financial advisor at Certuity, LLC with 23 years of industry experience. He holds a Series 63 designation and has worked at firms including WisdomTree Asset Management and Fortigent, LLC. Certuity manages approximately $3.30 billion and provides investment advisory, financial planning, family office, and consulting services primarily to high- and ultra-high-net-worth clients and institutions. The firm employs a long-term, buy-and-hold investment approach that combines fundamental and quantitative analysis with an emphasis on asset allocation and diversification.

Tristine Altamirano is a financial advisor at AlphaCore Capital LLC with one year of industry experience. She holds a Series 65 designation and previously worked at SPC Financial, Inc. and Grossberg Company LLP. Outside of finance, she is an instructor at Pure Barre Rockville, teaching classes several hours per month. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, institutional investors, and banking clients by providing comprehensive financial planning, investment management, retirement plan advisory, and sub-advisory services with a focus on multi-asset portfolios including alternative investments.

Christopher Imbach is a financial advisor with Founders Financial Securities LLC, holding the ChFC® designation and Series 63 license, and has 35 years of industry experience. He has been with Founders Financial Securities since 2006 and has a longstanding association with Noble Financial since 1999. Outside of his advisory work, Imbach serves as a volunteer firefighter and bingo operations treasurer at the Pikesville Volunteer Fire Department. 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, and retirement consulting through various programs that integrate mutual funds, ETFs, model allocations, and sub-advised strategies.

Carl Noble is a CFA® charterholder with six years of industry experience. He is currently with CW Advisors, LLC and previously worked at Congress Wealth Management LLC and Pinnacle Advisory Group. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and institutional investors, employing a Core-and-Satellite investment approach that incorporates active, passive, strategic, quantitative, and ESG strategies across global asset classes.