Jeffrey D. Smith is a financial advisor with Private Client Services, LLC in Rockville, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience and has worked at Private Client Services since 2020, with previous roles at Bright Futures Wealth Management, Cetera Advisors, and Brightline Financial. Outside of his advisory work, he serves as treasurer for a girls’ competitive gymnastics team parent association and acts as an expert witness for a legal firm. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and employs a structured discovery and risk-profiling process to develop customized investment strategies.

Todd Wike is a CFP® with 20 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Raymond James Financial for 20 years. Outside of his advisory role, he is the owner of Wike Properties, LLC, a business established to purchase an office building for branch relocation. Concurrent Investment Advisors, LLC is an enterprise advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client goals, risk tolerance, and tax considerations.

Dawn Wright is a CFP® and Series 65-licensed advisor at Apollon Wealth Management, LLC with four years of industry experience. She previously worked at CIC Wealth, LLC and Knollwood Investment Advisory. Outside of advisory work, she is involved in insurance planning through CIC Risk and manages a farming property. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, and institutional clients. The firm combines centrally managed investment models with locally managed office strategies, employing fundamental analysis, tactical allocations, ESG risk-based models, and tax management tools across a broad network of advisors.

Vincent Mccarron is a financial advisor at Merit Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, Inc., Obsidian Personal Planning Solutions, and National Planning Corporation. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and other institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.

Jeffrey Troll is a CFP® and CFA® with 21 years of industry experience. He is currently with CW Advisors, LLC and previously spent 16 years at Pinnacle Advisory Group, Inc. He serves as a board member for Marylandreporter.com and is a partner at Waypoint Consulting Group. CW Advisors serves a diverse client base, including individuals, high-net-worth families, and institutional accounts. The firm employs a core-and-satellite investment approach combining active, passive, and ESG strategies, and provides wealth management, family office services, and retirement plan advisory.

Richard Winer is a financial advisor with SteelPeak Wealth, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with SteelPeak Wealth Management since 2016 and is also an independent associate of Isagenix International, a health and nutrition product company. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, trusts, and family offices. The firm offers financial planning, discretionary portfolio management, and alternative investment consulting, utilizing proprietary model portfolios and due diligence on private securities and pooled vehicles for eligible clients.

Hazel Toler is a financial advisor at Rossby Financial, LLC, holding a Series 65 designation with one year of industry experience. Outside of advising, she has been involved with Joes Seafood Stonecrab and Prime Steak since 2015. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension plans, corporations, and other business entities, managing approximately $565 million in discretionary assets. The firm uses a variety of analytical approaches to tailor diversified portfolios across multiple asset classes and offers services including wrap-fee programs and retirement-plan advice under the DOL fiduciary framework.

William Mayo is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Snowden Lane Partners since 2015. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients with customized portfolio management and investment consulting, utilizing multi-team resources and a broad range of investment tools and strategies.

Derek Stone is a CFA® charterholder with 35 years of experience in the financial industry. He has been with Heritage Investors Management Corporation since 1982. Heritage Investors Management Corporation is an SEC-registered investment adviser that provides personalized investment management to high-net-worth individuals, retirement accounts, trusts, and other entities. The firm employs a long-term, buy-and-hold strategy focused on U.S. stocks, bonds, and ETFs, emphasizing diversification and tailored portfolio construction based on client objectives.

Daniel Pessagno is a financial advisor at Apollon Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at CIC Wealth, LLC, Securian Financial Group, and Cadaret Grant. Outside of his advisory role, he is involved in offering group benefits to business owners through a separate business activity. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed investment strategies with local portfolio oversight and employs a range of fundamental, tactical, and tax-aware approaches, while also sponsoring private funds and providing consulting services to other RIAs.

Cynthia Perini is a financial advisor with Capital Analysts in Gaithersburg, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 2006 and at Sovereign Bank since 2004. Outside of her advisory role, Perini serves on several nonprofit boards, including the Magnolia Foundation, MedSource Community Services, and the Barbara Ingram School for the Arts Foundation, and is active in local philanthropic and community organizations. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management with access to proprietary and third-party investment strategies, supported by an in-house Investment Management & Research team.

Lisa Edwards is a CFP®, CFA®, and holds a Series 65 license with five years of industry experience. She is currently an advisor at Choreo, LLC, where she has worked since 2026. Prior to joining Choreo, she was with WMS Partners, LLC for six years and spent fourteen years at Farmer Mac. 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 emphasizes strategic asset allocation and diversified model portfolios, implementing client portfolios through various managed accounts and funds, with oversight by a centralized Investment Committee.

Michael Hamolia is a CFP® professional with 13 years of industry experience. He currently works at CW Advisors, LLC and previously spent 16 years at Pinnacle Advisory Group, Inc. He has been with Congress Wealth Management LLC for the past five years. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies through a combination of third-party money managers and internally managed portfolios.

Taylor Fucci is a CFA® charterholder affiliated with Heritage Investors Management Corporation, with one year of experience in financial advisory roles. Prior to joining Heritage Investors, Fucci held positions at Wells Fargo, BNY Mellon, and State Street, and also spent two years at Cornell University. Heritage Investors Management Corporation provides investment management and financial planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored portfolios with diversified holdings and generally pursues long-term investment strategies, managing about $4.6 billion in assets across approximately 680 client relationships.

Tommy Davis is a Series 66 licensed advisor with 13 years of industry experience. He has worked at Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC since 2017, and previously held roles at Northwestern Mutual Wealth Management Company and its affiliated entities from 2012 to 2017. 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 both advisory and brokerage channels, utilizing third-party portfolio managers and model-driven asset allocation on the Envestnet platform.

Matthew Callahan is a financial advisor at Snowden Capital Advisors LLC with five years of industry experience. He holds a Series 66 designation and has a background that includes roles at Snowden Lane Partners, US Express Freight Systems, and McDaniel College. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients with a range of services including portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale and institutional capabilities, utilizing customized model portfolios, third-party managers, and a variety of investment tools across asset classes.

Frances Toler is a financial advisor at Rossby Financial, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for nine years. Outside of her advisory role, she is active as an author and speaker through her ownership of Toler Financial Group, an independent insurance agency and financial services firm. Rossby Financial is a Registered Investment Adviser serving individuals, trusts, charitable organizations, pension plans, and corporate entities. The firm manages approximately $358.6 million across 800 client relationships, offering tailored portfolio management and financial planning using multiple analysis methods and a range of investment solutions.

Arthur Deluca is a financial advisor with intrua Financial, holding a Series 66 credential and 22 years of industry experience. He previously worked at LPL Financial and Raymond James Financial Services, with a background including Lynch Retirement Investment Group. Intrua Financial provides investment advisory and portfolio management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary management through various platforms and third-party managers.

Ryan Perraut is a CFA® charterholder with 13 years of industry experience. He has been with Snowden Lane Partners, now Snowden Capital Advisors LLC, since 2015. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients through discretionary and non-discretionary portfolio management, investment consulting, and financial planning services. The firm leverages multi-team scale and institutional capabilities, offering customized portfolios and access to unaffiliated sub-advisers and third-party managers.

Keith Mayhew is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. Prior to joining Choreo, he worked at RSM US Wealth Management LLC for 22 years. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.