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.

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.

Erik Moore is a financial advisor at Moore Wealth with 10 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network. 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 through firm-managed accounts and Commonwealth-sponsored programs.

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. with eight years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining MY Wealth Management in 2024, he worked at T. Rowe Price from 2018 to 2024 and also has experience at West Virginia University. MY Wealth Management, Inc. provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages client portfolios using a variety of securities and employs a mix of fundamental, technical, quantitative, and qualitative analysis tailored to each client’s goals and risk tolerance.

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.

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 CFP® professional with 16 years of industry experience, currently serving at Turning Point Financial. His prior roles include positions at Klauenberg Retirement Solutions and UBS Financial Services. He is treasurer of Rosebud Gun Club, Inc., a nonprofit social club. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and retirement plan clients by providing financial planning, discretionary investment management, and model-based asset management, complemented by in-house tax, accounting, business valuation, and insurance services. The firm uses a team-based fiduciary planning process and typically implements discretionary management through third-party sub-advisers and custodial platforms.

Richard Andrews is a financial advisor with Advocate Investing Services, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Advocate Investing Services since 2016 and has been associated with LPL Financial since 2005. Advocate Investing Services is a team-based registered investment adviser managing approximately $154 million for about 211 clients, including individuals, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and risk tolerance, utilizing fundamental and technical analysis, and discloses the use of derivatives such as options and futures within separately managed accounts.

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.

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.

Benjamin Dorsey is a CFP® and PFS™ with six years of industry experience. He is currently with Analog Capital Partners LLC and also serves as Senior Tax Manager at EagleStone Tax & Accounting Services. Additionally, he is President of Strategic Tax Planning, a CPA firm. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as serving other investment advisers as a subadviser. The firm constructs customized portfolios using a blend of fundamental, quantitative, technical, and modern-portfolio-theory approaches across various asset classes.

Brennan Gmeiner is a financial advisor at Turning Point Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Purse Kaplan Sterling Investments and Cambridge Investment Research. Outside of his advisory role, he serves on the board of directors for St. Johns Regional School and is president of a local networking group in Frederick, MD. Turning Point Financial serves individual and family clients, business owners, and certain retirement plans, providing financial planning, discretionary investment management, tax and accounting services, business valuation, and insurance product recommendations. The firm employs a team-based fiduciary planning process and integrates in-house tax and accounting capabilities alongside its investment management approach.

David Strausser is a financial advisor with Turning Point Financial in Frederick, MD. He holds a Series 65 designation and has one year of industry experience. Prior to joining Turning Point Financial, he worked at ABWE and Merrill Lynch. Outside of his advisory work, he serves as a subcontractor for DoorDash, delivering food and personal items. Turning Point Financial serves individual and family clients, business owners, and retirement plan participants, offering financial planning, discretionary investment management, tax and accounting services, business valuation, and insurance product recommendations. The firm employs a team-based fiduciary process that integrates behavioral and financial risk profiling with customized and model portfolio solutions.

Mamie Liu is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Advocate Investing Services since 2016. She has also been affiliated with LPL Financial since 2010. Advocate Investing Services is a team-based registered investment adviser managing approximately $154 million for individuals, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and risk tolerance, utilizing both fundamental and technical analysis, and employs a range of trading strategies including the use of derivatives within separately managed accounts.

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.