Zachary Furshman is a financial advisor at Continuum Advisory, LLC with 10 years of industry experience. He has previously worked at Osaic Wealth, Inc., Triad Advisors, Morgan Stanley & Co., LLC, and Bank of New York Mellon. He holds Series 63 and Series 65 licenses and serves as Treasurer on a community HOA board. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm manages over $1.4 billion in assets and integrates affiliated implementation resources and institutional services, including licensed attorneys and CPAs among its professionals.

Steven Hannigan is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at Waverly Advisors, LLC and previously worked for nine years at Grant/GrossMendelsohn, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of financial planning and retirement consulting services.

Eli Lerner is a CFP® with four years of industry experience, currently serving as a financial advisor at Choreo, LLC. His prior roles include positions at BDO Wealth Advisors, Merrill, West Financial Services, and GHP Investment Advisors. He also has experience at the University of Maryland and Camp Ramah New England. Choreo serves a diverse client base ranging from individual investors to institutional clients, offering services including portfolio management, financial planning, and outsourced CIO consulting. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage investments through various vehicles such as model portfolios, separately managed accounts, and private funds.

Matthew Cheney is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Composition Wealth, LLC. He previously worked at Connectus Wealth and Horan Capital Management, LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a variety of clients, 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 individual securities and alternative investments.

Joshua Rivers is a CFP® professional at CW Advisors, LLC with 23 years of experience in the financial services industry. His prior roles include positions at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., and Lincoln Financial Advisors. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, financial planning, family office services, retirement plan advisory, and portfolio management.

Jonathan Gimperling is a CFP® professional with 27 years of industry experience. He is affiliated with KCD Financial, Inc. and has worked at Lincoln Financial Advisors Corp since 2003. Outside of his advisory role, he owns rental property managed by a third party. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors and approximately $202 million in assets under management. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering a range of investment strategies and access to third-party management programs.

Woodrow Willey Jr. is a CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist with 29 years of industry experience. He is currently with A.G.P. / Alliance Global Partners and has previously worked at Arete Wealth Management LLC and Sherwood Associates Inc., where he also serves as Vice President and a CPA involved in tax preparation and planning. Willey is also licensed as a fixed life insurance agent. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with portfolio management, financial planning, and retirement-plan services. The firm combines in-house management, third-party money managers, and sub-advisers in an open-architecture approach, and maintains an active broker-dealer business alongside its advisory services.

Jon Gasior II is a Series 65 licensed advisor with one year of experience at Integrity Advisory Solutions and over a decade of involvement with Sinclair Prosser Gasior. He also owns and operates Gasior Law, LLC, an estate planning law firm. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and utilizes a range of investment strategies and third-party platforms to provide tailored advisory solutions.

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.

Michael Morrill is a financial advisor at D.F. Dent and Company, Inc. in Baltimore, MD, with 28 years of industry experience. He holds a Series 63 designation and has worked at D.F. Dent since 2005, following a 17-year tenure at Foreside Fund Services, LLC. Morrill serves as a volunteer board member for the Baltimore Chesapeake Bay Outward Bound School. D.F. Dent and Company provides discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, institutional clients, and municipal entities. The firm employs disciplined portfolio construction across various equity and fixed-income strategies and manages a family of mutual funds while also serving as a sub-adviser and providing models for UMA/wrap programs.

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.

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.

Robert Ryder Jr. is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at HSBC Bank USA, N.A. and HSBC Securities (USA) INC. He is the owner of Renaissance Digital Investments Inc., a business related to custody services for his clients. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, and consulting services using an open-architecture platform with both discretionary and non-discretionary investment advice.