Jeffrey Yeakle is a CFP® and ChFC® with 27 years of industry experience. He has been a principal at My Wealth Management, Inc. since 2013 and previously worked at Purshe Kaplan Sterling Investments from 2013 to 2017. My Wealth Management serves individuals, trusts, retirement plans, and small business entities, offering discretionary asset management and financial planning tailored to client objectives. The firm employs a range of investment strategies and maintains a small advisory team managing approximately $156 million for about 114 clients.

Christopher Rhoads is a financial advisor at NorthPeak Financial, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at NorthPeak Financial since 2021. Outside of advisory work, he is the managing member of WealthFlow Inc., an insurance agency, and CEO of Live Pulse, a technology company. NorthPeak Financial serves individuals, trusts, estates, charitable organizations, and business entities by providing portfolio management, modular financial planning, and pension consulting services. The firm manages client assets primarily on a discretionary basis, employing various analytical methods and strategic asset allocation to align portfolios with client objectives.

Timothy Miller is a financial advisor at Monocacy Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and is also a partner in an accounting and consulting firm, Faragalla and Associates. Additionally, Miller is involved in a technology and software company, Entegrated, LLC, where he assists with CRM-based projects. Monocacy Wealth Management primarily serves individual and high-net-worth clients, providing portfolio management and financial planning services that include a range of investment strategies and retirement plan consulting. The firm combines advisory services with affiliated insurance and accounting businesses, allowing integrated tax, insurance, and real estate analysis.

Sherif Othman is a financial advisor at Poise Investment Advisors, LLC with four years of industry experience. He holds a Series 65 credential and previously operated SO Financial Consultants from 2018 to 2021. Before his advisory career, he worked at Green Company For Export, Import and Trading Agencies. Poise Investment Advisors is an investment manager that provides discretionary investment management, wealth management, financial planning, consulting, and educational workshops. The firm employs an asset-allocation strategy based on macroeconomic analysis and utilizes tools such as derivatives and tactical timing in portfolio management.

Jason Cox is a financial advisor with Northpeak Financial, Inc. in Frederick, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Northpeak Financial since 2011. Northpeak Financial serves individuals—including high-net-worth clients—trusts, estates, charitable organizations, and business entities, providing portfolio management, modular financial planning, and pension consulting services. The firm manages client assets on a discretionary basis using various analytical methods and strategic asset allocation, and it also works with corporate pension and profit-sharing plans.

Hossameldin Abdelkarim is a financial advisor at Poise Investment Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Poise Investment Advisors since 2021. Prior to this, he was employed at HSBC Egypt from 2014 to 2017 and currently operates Hossameldin Abdelkarim PLLC, providing legal services as an attorney. Poise Investment Advisors offers discretionary investment management and wealth-management services, focusing on an asset-allocation approach driven by macroeconomic analysis. The firm provides financial planning, consulting, and educational workshops, utilizing tools such as options and derivatives, and emphasizes in-house research and public client education.

Erik Moore is a financial advisor at Moore Wealth with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network and D.B. Root & Co. Moore is a co-owner and director of investment strategy at Moore Wealth. Moore Wealth serves individual and high-net-worth clients, pension plans, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and discretionary asset management using a combination of firm-managed strategies and third-party model portfolios.

Carter Shaffer is a CFP®-certified financial advisor with six years of industry experience, currently practicing at Monocacy Wealth Management, LLC. He has previously worked at Faragalla and Associates, XML Financial, LLC, and Wells Fargo Advisors. In addition to his advisory role, Shaffer is a licensed real estate agent and co-owner of an insurance brokerage. Monocacy Wealth Management serves individual and high-net-worth clients as well as employers seeking retirement plan consulting. The firm offers portfolio management, financial planning, and consulting services using a range of investment strategies and analytical methods, and is part of a corporate group that integrates insurance, tax, and real estate services.

Bradford Yeakle is a financial advisor at MY Wealth Management, Inc. in Germantown, MD, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has seven years of industry experience, including six years at T. Rowe Price before joining MY Wealth Management in 2024. MY Wealth Management serves individuals, trusts, retirement plans, and small business entities with tailored investment strategies that include stocks, bonds, mutual funds, ETFs, and options. The firm offers discretionary asset management, financial planning, and retirement plan consulting while maintaining a small advisory team managing approximately $156 million for about 114 clients.

Corey Grimes is a financial advisor at Turning Point Financial in Frederick, MD, holding a Series 65 designation with one year of industry experience. Prior to joining Turning Point Financial, he worked at Carmax for 11 years. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and retirement plan clients, offering financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting capabilities alongside its fiduciary planning process and uses third-party sub-advisers to manage client portfolios.

Michael Ausherman Jr. is a financial advisor with Milestone Asset Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 18 years of industry experience. He has held roles at Alphastar Capital Management, Brookstone Capital Management, Legacy Capital Planners, and Ausherman Financial Group, which he owns and operates as a separate insurance sales business. He is also involved in financial planning and income tax preparation through Legacy Capital Planners. Milestone Asset Management provides discretionary asset management and modular financial planning primarily to individual clients, including high-net-worth households, as well as trusts, estates, and business entities. The firm employs a blend of tactical and strategic investment approaches using firm-developed and third-party model portfolios, sub-advisers, and derivative-based strategies.

Thomas Pignone is a financial advisor at Turning Point Financial with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Turning Point Financial and its affiliated entities since 1994. Prior to his current role, he worked at Cambridge Investment Research Advisors Inc. for six years. Turning Point Financial serves individual and family clients, business owners, and retirement plan clients with financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting services with its fiduciary planning process and uses third-party sub-advisers alongside ongoing portfolio monitoring and annual client reviews.

Sandeep Saini is a CFP® professional with one year of experience at PlanVest Financial, Inc. Prior to joining PlanVest, he worked for 22 years with the US Public Health Services and FDA and was involved with SSI Education DBA The Goddard School. PlanVest Financial, Inc. primarily serves individual and high-net-worth clients, providing wealth planning, financial planning, and investment management through a team of six advisors managing approximately $176 million. The firm customizes portfolios using a mix of analytical approaches and offers multiple engagement models, including a unique wrap fee program and a dedicated federal-employee planning service.

Brian Williamson is a financial advisor at Veridian Capital Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services. Outside of his advisory role, he is the principal of Estate Legal Services, LLC, providing legal estate planning and probate services, and serves as a board member and treasurer for the District of Columbia Arts Center, a nonprofit promoting visual and performing arts. Veridian Capital Partners is a team-based registered investment adviser serving individuals, trusts, estates, and business clients with discretionary portfolio management, financial planning, and retirement consulting. The firm employs a multi-method investment approach that includes qualitative, quantitative, and technical analysis across a broad range of strategies.

Kurt Lalomia is a Certified Financial Planner® with 33 years of industry experience. He has been with Turning Point Financial since 2019 and previously worked at Cambridge Investment Research and Janney Montgomery Scott. In addition to his advisory role, Lalomia is an independent insurance agent representing various companies. Turning Point Financial serves individual and family clients, business owners, and retirement plans by providing financial planning, discretionary investment management, tax and accounting services, business valuation, and insurance recommendations. The firm employs a team-based, fiduciary approach that integrates behavioral and financial risk profiling with customized and model portfolio solutions.

William Heil is a financial advisor at Turning Point Financial in Frederick, MD, holding CFP® and Series 66 credentials with 15 years of industry experience. He previously worked for Klauenberg Retirement Solutions for 12 years and has served as treasurer of Rosebud Gun Club, Inc., a nonprofit social club, on a volunteer basis. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and certain retirement plan clients, providing financial planning, discretionary investment management, tax and accounting services, business valuation, and insurance product recommendations through a team-based fiduciary planning process.

Sean Flynn is a CFP® and CFA® credentialed advisor with three years of industry experience. He is currently with PlanVest Financial, Inc. and previously worked at Knollwood Investment Advisory and PNC Bank. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients, offering comprehensive wealth planning and investment management through various engagement models. The firm customizes portfolios using a combination of fundamental, technical, cyclical, and charting analyses, and manages approximately $176 million for about 300 client relationships.

Sarah Hofman is a financial advisor at Veridian Capital Partners with nine years of industry experience. She holds the Series 66 designation and has worked with firms including Brian L. Runkles Inc. and Ameriprise Financial Services. Hofman has been with Veridian Capital Partners and Purshe Kaplan Sterling Investments since 2021. Veridian Capital Partners is a team-based registered investment adviser serving individuals, trusts, estates, and business clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach incorporating qualitative, quantitative, and technical analysis across a broad range of strategies, including the use of derivatives within separately managed accounts.

Michael Mattison is a financial advisor at PlanVest Financial, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanVest Financial since 2018, with previous experience at LPL Financial and Purshe Kaplan Sterling Investments. PlanVest Financial, Inc. serves individual and high-net-worth clients with wealth planning, financial planning, and investment management across various account types. The firm employs a comprehensive approach including fundamental and technical analysis, offering multiple engagement models and managing discretionary and non-discretionary portfolios.

Dane Grouell is a financial advisor with Turning Point Financial, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Apex Retirement Advisors, DRS Wealth Management, and Paulson Investment Advisors. Outside of his advisory work, he serves as Secretary and Board Member of Tualatin Valley Playschool, a nonprofit preschool in Tigard, Oregon. Turning Point Financial is a team-based firm serving individuals, families, business owners, and retirement plan clients with financial planning, discretionary investment management, and related services. The firm integrates tax and accounting capabilities alongside insurance product recommendations, utilizing third-party sub-advisers and custodial platforms for portfolio management.