Liz Yoder is the owner of Dependent Financial Planning, specializing in serving individuals with disabilities, their families and organizations that support and employ them nationwide. Her clientele ranges from those with high support needs to those requiring less intensive assistance. The company’s goal is to facilitate pathways toward greater independence and integration for individuals with disabilities through financial planning. After college, Liz resided in a L’Arche home, where she served as a live-in direct support provider and community member for adults with Intellectual and Development Disabilities (IDD), alongside four other caregivers. She spent her time in the community building relationships and learning from her housemates and the IDD advocate community. The experience fueled her determination to assist families and individuals with navigating the complexities of government benefits. Liz pursued certification as a CFP® professional to advocate on their behalf. Liz holds a B.A. in Speech Language Pathology and Audiology from Loyola University in Maryland. She received her CFP® designation in 2020. She also has received the designation of Chartered Special Needs Consultant or ChSNC®.

Kendell Phillip is a financial advisor at Lockstep Financial LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Maverick Trading and Northrop Grumman. Lockstep Financial LLC is an independent advisory firm serving individual and high-net-worth clients with financial planning and discretionary portfolio management. The firm employs a primarily passive investment approach using index funds and ETFs, supplemented by fundamental and technical analysis, and manages held-away assets through third-party platforms.

John Gillick is a CFP® with four years of industry experience currently serving as the sole advisor at Adenry Wealth LLC in Columbia, MD. His prior experience includes roles at Commonwealth Financial Network, Financial Council, Inc., and The Colony Group. Adenry Wealth LLC provides discretionary asset management, financial planning, and an online educational workshop to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory, offering customized asset allocation using mutual funds and ETFs, with portfolio reviews that include rebalancing and tax-loss harvesting.

Harvey Robinson is a CFA® charterholder with 6 years of industry experience, currently serving as the sole advisor at Robinson Capital Group in Dayton, MD. He has been affiliated with Robinson Capital Group since 2003 and has concurrent roles at Gerson Lehrman Group and Robinson Kirlew & Associates since 2012. Robinson Capital Group is an independent, fee-only investment management firm serving individual and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm utilizes a fundamental research process and a value-oriented investment approach, focusing on diversified, risk-adjusted portfolios with discretionary management and formalized investment policies.

Richard Wagener is a CFP® and ChFC® with 51 years of experience in financial advising. He has worked at Raymond James Financial since 2009 and also serves as President of Financial First Advisors, a firm he has been involved with since 1986. He occasionally acts as an insurance agent for life, fixed annuity, disability income, and long-term care products not typically available through Raymond James. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation, modeling tools, and firm research to develop tailored recommendations.

Michael Parks is a CFP® with 12 years of industry experience. He is the sole advisor at Upraise Wealth Advisory, LLC and has previously worked at Edward Jones and Fidelity Investments. Upraise Wealth Advisory, LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with wealth management and project-based financial planning. The firm’s approach combines passive and active strategies focused on asset allocation, fundamental analysis, and due diligence of mutual funds and ETFs, with client accounts reviewed quarterly and tailored to individual goals.

John Persico is the sole advisor at Persico Asset Management in Severna Park, MD. He holds Series 63 and Series 65 licenses and has 4 years of industry experience, alongside 25 years at Peregrine Capital Management, LLC / PERSICO Capital, LLC. Persico Asset Management is a fee-only independent advisory firm managing approximately $90.3 million across 88 client relationships. The firm serves individuals, trusts, estates, small businesses, charitable organizations, and pension or profit-sharing plans, employing a core-and-satellite investment approach with a range of instruments and an explicit pension consulting practice.

Youfeng Jiang is a CFP® and holds a Series 65 license with six years of industry experience. He is the sole advisor at Beyond Profit and Wealth Consulting, an independent firm he founded after positions at Kestra Financial, Offit Advisors, and MuniCap. He also has experience as a self-employed financial professional over the past decade. Beyond Profit and Wealth Consulting serves individuals, businesses, charitable organizations, and retirement plans, offering discretionary investment management, financial planning, employee benefit plan consulting, and tax preparation. The firm emphasizes passive investment strategies with tailored portfolios while providing specialized services in pension and profit-sharing plan advisory.

Charles Ryan is a CFP® professional with 13 years of experience in financial advising. He is affiliated with Atlantic Financial Planning LLC and has a concurrent career at United Airlines since 1998. Atlantic Financial Planning LLC provides fee-only financial planning and investment advisory services to individual and family clients. The firm uses a goal- and risk-based process to recommend target asset allocations, primarily employing a long-term, buy-and-hold strategy with index funds and ETFs, and operates on an hourly engagement model without discretionary trading authority or custody of client assets.

Jovan Jackson is a financial advisor at Good News Financial & Investment Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked with multiple entities including Kingdom Wise Advisors LLC dba I Am The Bank LLC and Affordable Benefits Solutions Inc., where he is also a licensed insurance agent. Good News Financial & Investment Advisors provides discretionary investment management, financial planning, and retirement-plan services to individuals, trusts, charitable organizations, and corporate clients. The firm also offers ERISA-plan advisory services and conducts public seminars on financial topics, utilizing sub-advisors and third-party models to implement its investment strategies.

Michael Barnes is a financial advisor at True North Advisory, LLC, an independent registered investment adviser. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to founding True North Advisory in 2020, he was with Tlg Advisors, Inc. from 2013 to 2016. In addition to his advisory work, Barnes serves as a federal police officer with the U.S. Department of Homeland Security and operates a gun safety and permit eligibility training business. True North Advisory serves individual clients, trustees, corporations, and retirement plans, providing investment management, financial planning, retirement-plan consulting, participant education, and hourly consulting. The firm primarily uses third-party model platforms and operates on a non-discretionary, co-advisory basis, with a small client base and a focus on integrating technology such as AI for research and note-taking.

Prospero Roda is the sole advisor at Roda Investment Management, LLC in Burtonsville, MD, holding Series 63 and Series 66 credentials with 21 years of industry experience. He has led Roda Investment Management since its founding in 2006. Roda Investment Management provides personalized, fee-only investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets on a discretionary basis using a strategic asset-allocation framework focused on individual equities, fixed income, and exchange-traded funds, incorporating fundamental analysis and global diversification to manage risk.

Peter Penoyar is a financial advisor with Meridian Financial Group in Arnold, MD, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Westminster Financial Securities, Inc. since 2004 and has been with Meridian Financial Group since 1997. Meridian Financial Group provides investment management and financial-planning services to individuals, families, trusts, estates, small businesses, and sponsors of defined-contribution plans. The firm employs a conservative, institutionally influenced approach emphasizing strategic asset allocation and global diversification, constructing customized portfolios with a mix of passive and active investment vehicles.

Freddie Cook is the managing member of Cook Wealth Management, LLC in Bowie, MD, with 14 years of industry experience. He holds the PFS™ designation and Series 63 and 66 licenses. Cook also operates Accurate Tax and Accounting Services, where he provides tax preparation, and is involved in insurance sales through Cook Financial Services, LLC. Cook Wealth Management, LLC is an independent advisory firm that offers financial planning and consulting, facilitating access to third-party portfolio managers rather than directly managing client assets. The firm primarily serves high-net-worth individuals and business entities, focusing on evaluating financial situations, recommending outside managers, and monitoring their performance.

Stephen Cromwell is a financial advisor with Cromwell Investment Advisory, LLC, where he has worked since 2011. He holds a Series 66 designation and has 17 years of industry experience. In addition to his advisory role, he owns and operates Cromwell & Associates, LLC, a tax preparation and accounting business. Cromwell Investment Advisory, LLC provides investment supervisory services and financial planning primarily to individual clients. The firm combines portfolio management with integrated tax and accounting services, utilizing both charting and fundamental analysis to manage client assets directly through discretionary trading strategies.

David Ballard is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with three years of industry experience, currently serving as the sole advisor at Champion Financial Planning Group, LLC. He has been associated with Champion Planning Group, LLC since 2003. Champion Financial Planning Group, LLC provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients, focusing on tailored investment advice and ongoing account supervision. The firm employs a range of investment strategies including individual equities, corporate debt, government securities, ETFs, and mutual funds, supported by fundamental, technical, and cyclical analysis.

Richard Douma Jr. is a CFP® professional with 17 years of industry experience, currently serving at Endeavor Financial Advisors, LLC since 2015. He holds the Series 66 designation and assists clients with tax return preparation as an IRS Enrolled Agent. He is also a part-owner of Fran’s Inn, a family-owned tavern in Chambersburg, PA, where he oversees administrative and financial operations. Endeavor Financial Advisors serves individuals, families, and institutional clients including charitable organizations and pension or profit-sharing plans. The firm provides portfolio management, comprehensive financial planning, and retirement-plan advisory services, using written Investment Policy Statements and a combination of fundamental and technical analysis to manage client portfolios.

I provide divorce planning, ongoing financial planning, and investment management. While my specialty is women going through divorce or other major life transitions, as a woman in a male-dominated industry, and as a female firm-owner in an even more male-predominant group, I want to make sure everyone who has felt excluded from the table is included and welcomed to grow their wealth and their lives. I primarily work virtually from my home in Annapolis. I have three children who astound me every single day. My fun time is spent with them and with friends, getting curious about the world – cooking, discovering new cities, playing on the water and in the woods, volunteering, seeking out live music, and getting to early morning CrossFit workouts. I founded Clairwell to provide a space for women and those who love them to grow and embrace their wealth and the lives they can build for themselves. Let's simplify wealth management and build something beautiful.

Urenna Okoye is a financial advisor at Izuchi LLC in Beltsville, MD, holding a Series 65 designation with two years of industry experience. Prior to joining Izuchi, Okoye worked at CSP Financial Group LLC and has been involved with The Wealth Building CPA since 2018. Outside of advisory work, Okoye provides financial education through courses, speaking engagements, social media, and writing. Izuchi LLC offers financial planning and non-discretionary investment monitoring and consulting services to individuals, trusts, and estates. The firm emphasizes educational workshops and supports clients in managing self-directed brokerage accounts using fundamental and technical analysis without accepting performance-based fees.

Joseph Flynn is the sole advisor at Flynn Capital Management LLC in Severna Park, MD, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has operated Flynn Capital Management since 2010 and is also involved in Eastern Shore Beverages LLC, a non-alcoholic beverage company. Flynn Capital Management LLC provides investment supervisory services and one-time financial planning primarily to individual and high-net-worth clients, managing approximately $23 million in assets. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to develop tailored investment strategies and requires clients to use a recommended custodian for trading and account management.