Paul Mianulli is a CFP® with 17 years of experience in financial advisory. He is the sole advisor at Total Return Capital and has worked with HD Vest Insurance Agency, HD Vest Advisory Services, and HD Vest Financial Services since 2014. In addition to his advisory work, he owns and operates Linthicum Tax Service, a tax preparation and accounting business. Total Return Capital provides discretionary portfolio management and financial planning for individuals, family offices, trusts, estates, and small businesses. The firm employs a range of investment strategies, including fundamental and technical analysis, and manages all assets internally while offering tailored financial plans and quarterly account reviews.

Mark Sullivan is a financial advisor at Mount Vernon Associates Inc in Baltimore, MD, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Mount Vernon Associates since 1994. Mount Vernon Associates provides discretionary portfolio management to individuals, high-net-worth clients, corporate pension and profit-sharing plans, Taft-Hartley plans, and tax-exempt institutions. The firm employs a top-down investment process for equity and fixed-income portfolios, emphasizing active credit analysis, risk controls, and transparent performance reporting.

Laura Walsh is a financial advisor at Theus Wealth Advisors in Columbia, MD, holding a Series 65 designation with 10 years of industry experience. She has worked at Marathon Financial Group, LLC since 2014 and has been involved with Walsh & Company, P.A. since 1997. Theus Wealth Advisors provides personalized financial planning and consulting to both non-high-net-worth and high-net-worth individuals. The firm assists clients in selecting and monitoring third-party asset managers and employs fundamental, technical, and cyclical methods in constructing client strategies.

Shaun Eddy is a CFP® professional with 32 years of industry experience, currently serving at Oxford Planning Group, LLC since 2017. Prior to this, he worked at Strategic Wealth Management Group for 16 years. Oxford Planning Group provides investment advisory services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages discretionary and non-discretionary accounts and offers customized portfolios using fundamental and technical analysis, with an emphasis on retirement plan consulting and participant education.

Daniel Cohen is a financial advisor at Macroview Investment Management LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Absolute Investment Management, LLC since 2010. Macroview Investment Management serves individuals, corporations, non-profits, and pension and profit-sharing plans with discretionary investment management, financial planning, and retirement plan consulting. The firm uses a top-down, macroeconomic investment approach combined with fundamental, technical, cyclical, and charting analysis to manage diversified portfolios, often incorporating third-party managers when appropriate.

Jeremy Reed is a CFP® professional affiliated with GLR Partners and has 14 years of industry experience. Prior to joining GLR Partners in 2025, he worked for UBS Financial Services for 10 years. Outside of his advisory role, he is also the owner of a real estate business. GLR Partners provides personalized financial planning and investment advisory services to individuals, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a client-specific approach grounded in fundamental research to build long-term portfolios while allowing for shorter-term trading when appropriate.

Amanda Piper is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. She has been with Raymond James Financial since 2010 and is also involved with Wagener-Lee, LLC as a financial advisor and owner. Piper operates out of Columbia, MD. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by firm research and access to an extensive affiliate network.

Michael Shipley is a CFP®-certified financial advisor with Raymond James Financial in Columbia, MD, bringing 27 years of industry experience. He has been with Raymond James since 2009 and is also associated with Wagener-Lee LLC, where he provides financial and tax planning services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and a broad affiliate network, emphasizing advisory services with client-directed decision-making.

Justin Roudiez is a CFP® and ChFC® with 16 years of industry experience. He is currently with White Oak Wealth Management, operating under Oakmont Wealth Advisory, where he has worked since 2019. His prior experience includes roles at Northwestern Mutual Wealth Management Company and affiliated entities from 2008 to 2017. Oakmont Wealth Advisory, doing business as White Oak Wealth Management, provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and charitable organizations. The firm employs a range of investment vehicles and strategies, including borrowing and derivatives within separately managed accounts, and integrates financial planning with portfolio management.

Endrit Lloshi is a financial advisor at Wealthy & Wise Family Office in Columbia, MD, holding Series 65 and Series 63 licenses with eight years of industry experience. Prior to his advisory career, he worked for five years at Aldo's Restaurant. Wealthy & Wise Family Office provides fee-only wealth management and investment advisory services to individuals, small business owners, professionals, and institutions, offering discretionary portfolio management, comprehensive financial planning, and family office consulting with a focus on long-term preservation, steady growth, and global diversification.

Timothy Mudd is a financial advisor at Pointer Financial Advisors LLC with 26 years of industry experience. He holds a Series 65 designation and previously worked at Chesapeake Financial Advisors for 24 years before joining Pointer Financial Advisors. Pointer Financial Advisors serves individuals, trusts, estates, charitable organizations, family businesses, and plan sponsors by providing discretionary investment management and bundled wealth management, including financial planning. The firm customizes portfolios based on client objectives and risk tolerances, uses fundamental analysis for security selection, and conducts ongoing account reviews considering factors such as time horizon and tax situation.

Rebecca Hergenroeder is a CFP® and ChFC® with 33 years of industry experience. She has been with Hergenroeder Financial Advisors, Inc. since 1999 and is also affiliated with LPL Financial LLC. In addition to her advisory work, she is a commissioned notary. Hergenroeder Financial Advisors serves individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, standalone financial planning, and consulting, employing an investment approach that blends active and passive funds with tactical risk management tools.

Hi, I’m Jeremy Eppley, a fee-only financial planner and investment manager based in Maryland, serving clients virtually across the country. I specialize in helping individuals who have recently received an inheritance use their newfound wealth effectively, as well as helping families who are interested in leaving money to loved ones or charities tax-efficiently. After earning a Bachelor of Science degree in Finance from Towson University, I continued my education, earning a Master of Science in Personal Financial Planning from the College for Financial Planning. Beyond my formal education, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED PRIVATE WEALTH ADVISOR™ professional, a Chartered Financial Analyst™ charterholder, and additionally earned my AIF®, APMA®, CBDA®, CRPC®, and MPAS® designations. We serve young professionals (Gen Z, Gen Y/Millenials, and Gen X), young families, married couples, entrepreneurs, self-employed individuals, ultra high net-worth families, trusts, intergenerational families, baby boomers, entertainment industry professionals, startup founders, business owners, and small businesses. We help our clients with holistic financial planning including: retirement planning, investment planning & management, business planning, wealth management, new wealth planning, income planning, estate planning, charitable giving, portfolio management, home buying, cross-border planning, tax planning, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance), and more. We can work on an advice-only basis if desired. As a fee-only fiduciary financial planner, I enjoy helping individuals, families, and businesses by educating, advising, and preparing them for their financial futures. I hope to continue to use what I know to better the lives of others and bolster their financial confidence. I look forward to meeting you and helping you achieve your financial goals. Designations & Degrees: • CFA® – Chartered Financial Analyst™ • CFP® – CERTIFIED FINANCIAL PLANNER™ • CPWA® – CERTIFIED PRIVATE WEALTH ADVISOR™ • AIF® – Accredited Investment Fiduciary™ • APMA® – Accredited Portfolio Management Advisor™ • CBDA® – Certified in Blockchain and Digital Assets™ • CRPC® – Chartered Retirement Planning Counselor™ • MPAS® – Master Planner Advanced Studies™ • B.S., Business Administration & Investments • M.S., Personal Financial Planning

Finnian Devine is a financial advisor at Marks Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Marks Wealth Management, he worked at Advarra, Inc and Stella Notte. Marks Wealth Management provides comprehensive wealth management and investment advisory services primarily to individual clients and related entities. The firm manages portfolios on a discretionary basis using a global allocation approach that incorporates both fundamental and technical analysis.

Lisa Hergenroeder is a CFP® and ChFC® with 28 years of industry experience. She has been with Hergenroeder Financial Advisors, Inc. and LPL Financial LLC since 2003. Her background includes selling long-term care and term life insurance. Hergenroeder Financial Advisors serves individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, standalone financial planning, and consulting, implementing investment strategies that combine active and passive funds, periodic rebalancing, and risk-based manager evaluation.

John Holtzman is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network and Foundation Financial Advisors since 1997. He is based in Linthicum Heights, MD. Outside of his advisory role, he is a co-owner of Kenwood Property, LLC, a residential real estate management entity. Commonwealth Financial Network supports a national network of nearly 3,000 advisors by providing technology, operations, investment management, and compliance services. The firm offers a variety of advisory programs and discretionary model portfolios while allowing advisors flexibility in constructing client portfolios.

Ryan Brady is a financial advisor at Grigg Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Grigg Financial, he worked at the Securities and Exchange Commission and has held academic positions at Anne Arundel Community College, the United States Naval Academy, and the University of Maryland Baltimore County. Grigg Financial provides financial planning and discretionary portfolio management to a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm implements client strategies primarily through model portfolios and sub-advisers, with an investment approach that includes equities, fixed income, mutual funds, ETFs, derivatives, structured products, and privately offered Delaware Statutory Trusts.

Joseph Geld is a financial advisor at Hwa Financial Group with 11 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Hwa Financial Group in 2017, he worked at PNC Investments and PNC Bank from 2015 to 2017. Hwa Financial Group is a small advisory firm managing approximately $295 million for around 167 clients, primarily individual and high-net-worth households. The firm offers discretionary portfolio management, financial planning, investment consulting, and ERISA Section 3(21) retirement plan services, utilizing a mix of asset allocation strategies across various securities and employing both long-term and trading approaches.

Patricia Eddy is a financial advisor at Oxford Planning Group, LLC with 17 years of industry experience. She holds a Series 65 designation and practices in Woodstock, Maryland. Oxford Planning Group serves individual and high-net-worth clients, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, employing an analytic approach that combines fundamental and technical analysis while customizing portfolios across various securities and independent managers.

Mike focuses his energy into helping clients navigate all of their financial needs. His experience includes a stint on the floor of the New York Stock Exchange, a career focused on investments at Brown Advisory and insurance at Securian Financial. During these experiences, he learned that a balanced approach and strategic financial planning is what can help clients achieve their goals. When not talking to clients or researching the next great opportunity for them, Mike & his wife enjoy quiet city living and relaxing whenever their new daughter allows. He loves playing soccer, lacrosse, golf, basketball… and really any sport. When he’s not meeting friends or family at the movies or the local watering hole, you can normally find him reading something very nerdy, like science fiction or financial science.