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 at KCD Financial, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America, Inc., where he spent 35 years, and Verus Capital Partners, LLC. Outside of his advisory role, he is involved as an owner and agent at Associates Marketing LLC, where he provides insurance, estate planning, and precious metals consulting services. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individual, corporate, and charitable clients, offering customized investment strategies and access to third-party management programs, utilizing both advisory and broker-dealer capabilities.

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.

Brett Bernstein is a CFP®-certified financial advisor at XML Financial Group with 28 years of industry experience. He has worked at XML Securities, LLC since 2019 and at XML Financial, LLC since 2016. Bernstein is also the managing partner of BR Financial Associates Management Company, LLC. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients, providing customized portfolio management, financial planning, retirement plan advisory, and access to alternative investment opportunities.

Laura Sendldorfer is a financial advisor at Composition Wealth, LLC with six years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Composition Wealth, she worked at Kestra Investment Services, Kestra Advisory Services, and Offit Financial. Outside of her advisory role, Sendldorfer is a board member and President of the Financial Planning Association of Maryland and is a partner in two e-commerce businesses. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, diversified investment approach with a range of strategies and maintains a multi-advisor structure managing substantial discretionary assets.

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 with Concurrent Investment Advisors, LLC, holding a Series 66 designation and bringing 24 years of industry experience. Her background includes roles at firms such as Morgan Stanley Dw Inc. and Raymond James Financial. Outside of her advisory work, she provides financial and business consulting through LEM Financial Services, LLC. Concurrent Investment Advisors is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, using customized, primarily long-term portfolios and affiliated sub-advisory arrangements.

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.

Gary Mitchell is a financial advisor with Sage Financial Group Inc. in Baltimore, MD, holding three years of industry experience. He previously worked for D.F. Dent and Company, Inc. for 20 years before joining Sage Financial Group. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors with discretionary and non-discretionary investment management and financial planning. The firm’s investment approach emphasizes fundamental analysis and a long-term purchase orientation, complemented by family office services and a distinctive role advising affiliated private pooled real-estate funds.

Tilysha Gleason is a financial advisor at Navy Federal Investment Services, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Navy Federal entities since 2019, as well as previously with The Huntington Investment Company and Huntington National Bank. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs featuring third-party portfolio managers and provides digital automated ETF portfolios for clients preferring automated solutions.

David Woolford is a financial advisor with Snowden Capital Advisors LLC in Baltimore, MD, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has worked at Snowden Lane Partners since 2016. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm utilizes customized model portfolios and third-party manager selection, supporting a diverse range of investment tools and institutional capabilities.

Peter Jenkins is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior experience includes roles at BDO Wealth Advisors, LLC and Biegel & Waller LLC. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Ayodele Adefila is a financial advisor at Archer Investment Corporation holding a Series 65 designation. Although new to the advisory industry, Ayodele has prior experience in accounting and tax-related roles, including positions at Your Legacy CPA and Tax Well/Tax ACT. He also has a background working at PriceWaterhouseCoopers and ASRC Federal. Outside of advisory work, Ayodele is involved with PG Community College. Archer Investment Corporation provides investment management primarily to individual clients across various wealth levels through separately managed accounts and proprietary mutual funds. The firm supports a multi-branch model that includes accountants and CPAs as advisory representatives and manages approximately $1.01 billion in discretionary assets.

Sharon Ifrach is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Bright Futures Wealth Management, LLC and Cetera Advisors LLC. Outside of advising, she operates a part-time business consulting firm focused on improving small business operations efficiency. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Tyrin Tyson is a Series 65-licensed financial advisor at Fiduciary Financial Advisors with two years of industry experience. Prior to joining the firm, he held nursing positions including Vascular Access Nurse at Advanced PICC Specialist and Emergency Medical Transport nurse with Procare Ambulance Services. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and uses a variety of analytical approaches, offering services that include individual professional trustee roles and access to private alternative funds.

Allen Bruce is a financial advisor with ON Investment Management Company who holds the ChFC® designation and Series 63 and 65 licenses. He has 53 years of industry experience, including roles at The O.N. Equity Sales Company, Ohio National Financial Services, and A.R. Bruce & Company Inc., where he also serves as president. Bruce is a guest lecturer at Howard University School of Business, delivering annual sessions on financial planning topics. He is also the treasurer of the Headley Carter Cares Foundation, a nonprofit organization. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through comprehensive and modular plans, access to third-party investment programs, and both discretionary and non-discretionary management options.

Brian Turner is a financial advisor with Procyon in Fulton, MD, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. Outside of his advisory role, he co-owns Quorum Recycling, LLC, which facilitates partnerships between U.S. and international recycling businesses. Procyon serves a diverse client base, including individual and high-net-worth households, families, trusts, businesses, institutional investors, retirement plans, registered investment advisors, and pooled investment vehicles. The firm’s investment process is primarily long-term and fundamental analysis-driven, with portfolios constructed from mutual funds, ETFs, equities, and fixed income, and it manages a majority of assets on a non-discretionary basis.

Andre Somerset Alexander is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior experience includes roles at Bank of America, Merrill, Citigroup, and Money One Federal Credit Union. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes managed advisory programs with third-party portfolio managers and offers solutions ranging from unified managed accounts to automated ETF portfolios.

Sean Mccomber is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Signal Advisors Wealth, LLC and has previously worked at firms including Personal Capital Advisors Corporation, Empower Advisory Group, and Lincoln Financial Advisors Corporation. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform. The firm employs a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a blend of fundamental, quantitative, and technical analysis.