Ryan Morisey is a financial advisor at Turning Point Financial with a Series 65 designation and two years of industry experience. His prior work includes roles at Franciscan University of Steubenville and Tanney, Griffith, & Bresler P.A. He is also a licensed insurance agent and occasionally offers insurance products to clients. Turning Point Financial serves individual and family clients, business owners, and retirement plans by providing financial planning, discretionary investment management, and tax and accounting services. The firm employs a team-based fiduciary planning process and integrates in-house tax and accounting capabilities alongside affiliated insurance activities.

Mary Troxell is a financial advisor at Turning Point Financial with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with multiple firms, including Cambridge Investment Research and PURSHE KAPLAN STERLING INVESTMENTS. She also operates Mary Kathleen Troxell, LLC, which provides fixed insurance products such as life insurance, long-term care insurance, and fixed annuities. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and retirement plan clients through a team-based fiduciary planning process. The firm offers financial planning, discretionary investment management, tax and accounting services, business valuation, and insurance product recommendations.

John Funderburk is a financial advisor with WealthCare Financial Group, Inc. in Frederick, MD, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at LPL Financial, Advocate Investing Services, and H. Beck, Inc., as well as ownership of John Funderburk, LLC. Outside of financial advising, he serves as a field manager for a congressional campaign in Maryland. WealthCare Financial Group, Inc. is a state-registered wealth management firm serving individuals, business owners, and retirement plan sponsors. The firm manages approximately $28.2 million for about 130 clients through a six-advisor team, employing a Structured Investing philosophy that emphasizes diversified, customized portfolios with a long-term perspective.

Alexandra Stickelman is a financial advisor at Root Financial Partners with 11 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Turning Point Financial and Cambridge Investment Research Advisors. In addition to her advisory duties, she consults for RegTech companies on compliance-related development. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm’s investment approach emphasizes broadly diversified, passive allocations using index funds and ETFs, tailored to clients’ goals, risk tolerance, and tax considerations.

Justin Cunningham is a financial advisor at OneAscent Financial Services LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for five years and the Federal Energy Regulatory Commission for eleven years. Cunningham is also involved in insurance sales, conducting insurance product transactions for clients. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through various advisory teams. The firm offers asset management, financial planning, Unified Managed Account solutions, and consulting, utilizing individualized asset-allocation guidelines and various model-based platforms.

Herbert Wolf III is a financial advisor with Capitol Securities Management, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior firms include Raymond James Financial Services and Cantella & Co., Inc. Outside of his advisory role, he is a general partner at Wolf Realty Associates, where he manages commercial real estate. Capitol Securities Management serves individual, institutional, and corporate clients, offering portfolio management, financial planning, and consulting through its dual role as a broker-dealer and registered investment adviser. The firm delivers investment advice primarily via adviser-managed programs and separately managed accounts, supported by a clearing relationship with Raymond James.

Carol Chaney is a financial advisor with Geneos Wealth Management, Inc. in Union Bridge, MD, holding a Series 66 designation and 24 years of industry experience. She has been with Geneos Wealth Management since 2006. Outside of her advisory role, she is involved in 4H livestock income activities. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, offering both managed accounts and model portfolios tailored to client needs.

Christopher Drawbaugh is a financial advisor at B. Riley Wealth Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Management since 2009. Outside of his advisory role, he owns Bastion Financial Group and is involved in managing commercial real estate through Beverly Court LLC and Drawbaugh Development LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with a range of advisory programs, financial planning, and retirement solutions.

John Pullaro is a financial advisor with OneSeven, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Merrill, BB&T Investments, Truist Investment Services, and International Assets Advisory. Outside of advising, he owns Lums Lane Farm, a farming business in Boonsboro, MD. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios, discretionary and non-discretionary arrangements, and access to alternative investments and third-party platforms.

Christopher Murray is a financial advisor at Inspire Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and founded Murray Financial Group, where he worked for over two decades before joining Inspire Advisors. Outside of his advisory work, he is a partner in a real estate business, Degaran, LLC. Inspire Advisors manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of portfolio construction methods, frequently utilizing sub-advisors and its own proprietary ETFs.

Augustus Martz is a financial advisor at OneSeven with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at Truist Advisory Services, BB&T Securities, M&T Securities, Merrill, Morgan Stanley, and Citigroup Global Markets. Martz is also the owner of Martz Financial, a business registered as a DBA under OneSeven. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with access to diversified mutual funds, ETFs, individual securities, and alternatives, and utilizes both discretionary and non-discretionary strategies.

Ryan Timmins is a financial advisor with Independent Wealth Network, Inc., holding a Series 65 designation and four years of industry experience. He has worked with Evergreen Financial Group, LLC and Holt Advisory Group, and previously has experience at the University of Maryland, College Park. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm’s advisers manage approximately $518 million in client assets and utilize a combination of discretionary portfolio strategies, third-party managers, and oversight of held-away accounts to align investments with client goals.

Erik Holt is a financial advisor with Independent Wealth Network, Inc. He holds a Series 66 designation and has 21 years of industry experience. His prior roles include positions at Emerson Equity LLC, Brokers International Financial Services, LLC, and Broker Dealer Financial Services/IAC. Holt is also involved in managing a fixed insurance business focused on life, disability, and health insurance. Independent Wealth Network serves a diverse client base including individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm combines fundamental and technical analysis with various trading strategies and access to third-party managers to tailor investment approaches according to client goals and risk tolerances.

David Latch is a financial advisor at Royal Fund Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at Frederick Tax Pros and Liberty Insurance, LLC, where he also serves as president and insurance agent. His role at Liberty Insurance involves assessing client needs for life, disability, annuity, and long-term care insurance. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm constructs tailored portfolios using various analytical methods and strategies, manages client accounts through established Investment Policy Statements, and offers both discretionary management and held-away advice.

Karl Korade is a financial advisor with Advisory Services Network and holds the Series 63 and Series 65 designations. He has 32 years of industry experience, including prior roles with Arbor Point Advisors and Securities America, Inc. In addition to his advisory work, he owns a CPA and CDFA practice providing accounting and tax services to small businesses and individuals. Advisory Services Network offers investment advisory and planning services through a network of independent representatives serving individuals, families, corporations, and retirement plans, employing a range of strategies and investment products tailored to client objectives and risk tolerances.

Alvin Arunkumar is a financial advisor with OneSeven in Frederick, MD, holding Series 63, 65, and 66 licenses and having eight years of industry experience. His prior roles include positions at Deloitte, TRUIST Investment Services, and Merrill. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach is primarily long-term focused with flexibility for shorter-term trading, utilizing diversified portfolios and access to alternatives and private placements.

John Zinaich is a financial advisor at Founders Financial Securities LLC with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Founders Financial Securities since 2008. Outside of his advisory role, he serves as chairman of Paramount Baptist Church. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and services, including managed portfolios and specialized consulting such as 1031 exchanges.

Syed Alam is a financial advisor at PNC Wealth Management with eight years of industry experience. He holds a Series 66 designation and previously worked at firms including Morgan Stanley, M&T Bank, LPL Financial, and Wells Fargo Clearing Services. Prior to his financial services career, he was employed at the International Monetary Fund and the United Nations for seven years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. These programs use algorithmic risk assessments and delegate portfolio implementation to third parties, employing mutual funds and ETFs with annual rebalancing.

Karsyn Burker is a financial advisor at CWM, LLC with a Series 65 credential and four years of industry experience. Prior to joining CWM, Burker worked at Carson Wealth and Middletown Valley Bank. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan offerings with a focus on discretionary management using model portfolios overseen by an in-house Investment Committee.

Juan Barrowes is a Certified Financial Planner (CFP®) and holds a Series 66 designation, with 32 years of industry experience. He has been with PNC Investments since 2007 and is based in Frederick, MD. Barrowes is affiliated with PNC Wealth Management, a firm providing retail brokerage and advisory services through model-based programs. The firm offers an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs, with portfolio implementation delegated to third parties.