Amy Lazas is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and one year of industry experience. She is also an attorney and owner of Providence Law Group, LLC, where she specializes in estate planning. Lazas is a member of the American Academy of Estate Planning Attorneys. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, and consulting services through a network of investment adviser representatives, utilizing third-party platforms and model portfolios tailored to client needs.

Donald Moore II is a financial advisor with Capital Analysts in Greenbelt, MD, holding a Series 66 designation and having 11 years of industry experience. He has worked at Lincoln Investment since 2015. Outside of his advisory role, Moore acts as a sales representative for Columbus Life and The State Life Insurance Company/One America, focusing on life and long-term care insurance products. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house Investment Management & Research team and proprietary screening tools, while maintaining affiliations that support a range of advisor business activities alongside core advisory services.

Suzanne Wheeler is a financial advisor at Arkadios Wealth Advisors with 25 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Arkadios since 2019. Outside of her advisory role, she serves as secretary for South Village Homes Corp and is an appointed agent at RAK Group Inc., providing life insurance and fixed annuity products. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers a range of portfolio management and consulting services, using customized investment plans that integrate fundamental, technical, and cyclical analysis.

Paul Sullivan Jr. is a financial advisor at Archer Investment Corporation with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in the accounting and tax advisory field through his ownership of Sullivan and Company, a CPA firm providing tax advice and financial statement services. His prior work includes over four decades at Paul F. Sullivan, Chtd and Sullivan & Company. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s investment approach involves comprehensive financial assessments and diversified portfolio construction across various asset classes, utilizing both discretionary management and model-driven strategies.

William Friedrich is a CFP® with 13 years of industry experience, currently serving at Accelerate Retirement since 2023. His prior roles include a decade at BlackRock and a year at NFP Retirement, Inc. He is also a licensed insurance agent and occasionally recommends insurance products on a commission basis. Accelerate Retirement serves a diverse client base, including high-net-worth individuals, trusts, corporations, and plan sponsors, offering retirement plan consulting, discretionary investment management, financial planning, and fiduciary services. The firm employs a long-term investment approach, constructing customized portfolios through a network of advisors and supporting its clients with ongoing portfolio monitoring and due diligence.

Steven Lim is a CFP® with 10 years of industry experience, currently affiliated with Founders Financial Securities LLC and Lim Financial Group. He serves as Vice President and Director of Planning at Lim Financial Group and holds a significant role in a traditional martial arts school as a 50% owner, administrator, and senior instructor. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple advisory platforms and sub-advisory relationships to deliver customized investment solutions.

James Morgan is a CFA® charterholder with four years of industry experience. He is currently with Choreo, LLC and has previously worked at BDO Wealth Advisors and Hefren Tillotson. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm employs a strategic asset allocation approach with diversified model portfolios overseen by an Investment Committee, offering a range of services from portfolio management to specialized consulting such as 1031 exchange and Deferred Sales Trust™ advice.

Rick Hoskins Jr. is a financial advisor at Impact Partnership Wealth, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Sorrento Pacific Financial, and New Perspective Financial Solutions. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 91 advisors. The firm offers a range of portfolio management and financial planning solutions and operates within a broad affiliated-entity ecosystem that supports diverse investment strategies and advisor flexibility.

Benjamin Offit is a CFP® with 17 years of industry experience. He is currently with Composition Wealth, LLC and previously worked at Offit Advisors and Kestra Advisory Service LLC. Offit also serves as an insurance agent for Offit Financial, Inc. and is a principal at Offit Advisory Services, LLC, a tax and accounting firm. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis. The firm offers investment management, comprehensive wealth planning, and retirement plan advisory services to individuals, trusts, businesses, and broker/dealers, utilizing a multi-advisor platform and a long-term, asset-allocation driven investment approach.

Andrew Schenker is a CFA® charterholder with 17 years of industry experience. He has worked at Heritage Investors Management Corporation since 2016 and previously spent seven years at Morgan Stanley & Co. Incorporated. Heritage Investors Management Corporation is an SEC-registered investment adviser serving primarily high-net-worth individuals and various institutional clients. The firm employs a long-term, buy-and-hold strategy tailored to client objectives and manages approximately $4.18 billion across about 685 client relationships.

Jose Jimenez is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at OneAscent Financial Services LLC since 2024 and previously at Parsonex Advisory Services, INC from 2020 to 2024. Jimenez serves as a battalion chaplain in the US Navy, providing religious support to soldiers. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers a range of asset management and consulting services, utilizing individualized asset-allocation strategies and various model-based and UMA platforms.

Jay Wilen is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Primerica Advisors and Guardian Life Insurance Co of America. Outside of his advisory role, Wilen serves as an assistant leader for a Boy Scout troop. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable “sleeves,” with oversight from an Investment Management team and committee.

Wayne Green is a financial advisor with KCD Financial, Inc. based in Elkridge, MD, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Securities America Advisors, The Patriot Financial Group, and Verus Capital Partners. Outside of his advisory work, he is an owner and agent of Associates Marketing LLC, where he consults on insurance, estate planning, and precious metals. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical methods and investment strategies, offering both advisory and managed account services through third-party platforms.

Justin Marcus is a financial advisor at Fortis Capital Advisors, LLC with 17 years of industry experience. He holds the Series 65 and Series 63 licenses. In addition to his role at Fortis Capital Advisors since 2021, Marcus is involved in founding and managing Gratus Wealth Management, LLC, and serves as a director at Gratus Staffing, a staffing agency, as well as CEO of Big 4 Talent, Inc., an online staffing platform. Fortis Capital Advisors provides portfolio management, financial planning, retirement-plan consulting, and educational workshops to individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm employs a range of investment strategies including discretionary management and model portfolios, with offerings that include passive, active, tactical, blended, and ESG-oriented options.

Laura Sendldorfer is a financial advisor at Composition Wealth, LLC with six years of industry experience. She holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Composition Wealth in 2024, she worked at Kestra Investment Services, Kestra Advisory Services, and Offit Financial. Outside of advising, she serves as president and board member of the Financial Planning Association of Maryland and is a partner in two e-commerce ventures focused on strategic purchasing and pricing decisions. Composition Wealth is a multi-advisor SEC-registered investment adviser managing approximately $9.5 billion in discretionary assets. The firm provides comprehensive wealth management and financial planning services to individuals, trusts, businesses, and retirement plans, utilizing a long-term, asset-allocation driven approach with diversified portfolios constructed from low-cost mutual funds, ETFs, and individual securities.

Ikesh Pandey is a financial advisor with Archer Investment Corporation, holding a Series 65 designation and six years of industry experience. He has been with Archer since 2019 and previously worked at Sullivan & Company CPAs and Baker Tilly. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million through a range of solutions from comprehensive financial assessments and custom portfolio management to model-based strategies using mutual funds and ETFs.

Christopher Oxenham is a financial advisor with Verus Capital Partners, LLC, holding the ChFC® designation and Series 66 license, and has 19 years of industry experience. He has worked at Verus Capital Partners since 2011 and has prior experience with LPL Financial and Securities America, Inc. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios, incorporates tactical adjustments and selective hedging, and tailors allocations based on clients’ time horizons, risk tolerances, and tax considerations.

Lanta Evans is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Purshe Kaplan Sterling Investments, Wike Financial, Raymond James Financial, and LEM Financial Services, LLC. She is also the owner of LEM Financial Services, LLC, where she provides non-investment financial and business consulting. Concurrent Investment Advisors is an SEC-registered firm offering wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach incorporating ETFs, mutual funds, and selected individual securities.

Raj Goenka is a financial advisor at Archer Investment Corporation with seven years of industry experience. He holds a Series 65 designation and has worked at Archer since 2018. Additionally, he has been associated with Sullivan & Company CPAs since 2011. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a disciplined investment process that includes comprehensive financial assessments and diversified portfolio construction across various asset classes.

Tilysha Gleason is a financial advisor with Navy Federal Investment Services, LLC in Columbia, MD. She holds Series 63 and Series 66 licenses and has six years of industry experience. Her prior roles include positions at The Huntington Investment Company and Huntington National Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through a combination of advisory programs and brokerage channels, utilizing third-party portfolio managers accessed via the Envestnet platform.