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.

William Riley is a financial advisor at Cristata Investment Management with 25 years of industry experience. He has been with Cristata Wealth Solutions since 2009. Riley holds Series 63 and Series 66 licenses. Cristata Wealth Solutions, LLC provides personalized portfolio management and asset-review services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs individualized asset-allocation strategies and combines a long-term investment orientation with short-term trading techniques.

Kirsten Calambro is a CFP® professional with Oxford Planning Group, LLC in Woodstock, MD, where she has worked since 2019. She has four years of industry experience and attended James Madison University. 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 employs a tailored investment approach combining fundamental analysis with technical techniques and offers services including participant education and plan menu selection for retirement plans.

Taiyoung Lee is a financial advisor at Wealthy & Wise Family Office with 20 years of industry experience. He holds a Series 65 designation and has worked at PTC International Portfolio Management, Inc. since 2000 and at PTC International Inc. since 1981. Outside of his advisory role, he consults for small and mid-size companies in South Korea, focusing on business development. Wealthy & Wise Family Office provides investment advisory and wealth management services to small business owners, professionals, and a variety of individual and institutional clients. The firm employs a customized investment process with discretionary portfolio management and offers comprehensive financial and family-office planning services.

Richard Gloekler is a financial advisor at Marks Wealth Management in Ellicott City, MD. He holds a Series 65 designation and has recently started his career in financial advising, with prior experience at the University of Maryland. Marks Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers comprehensive wealth management services including financial planning, consulting, and discretionary portfolio management, with an investment approach focused on globally allocated portfolios and active management.

Leon Malnik is a financial advisor with Malnik Wealth Management, LLC in Clarksville, MD, holding Series 63 and Series 66 licenses and over 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and The Retirement Group, LLC. Outside of advisory work, he is involved in selling fixed insurance and annuity products and owns an insurance agency. Malnik Wealth Management provides personalized asset management primarily focused on retirement preparation and ongoing portfolio oversight for individuals and families. The firm manages approximately $79 million for around 150 clients, employing a mix of active and passive strategies across equities, ETFs, and fixed income, with services including management of held-away retirement accounts.

Dale Rice Jr. is a CFP® with 30 years of industry experience, currently serving as an advisor at Intentional, LLC. His career includes roles at Prime Wealth Management, Commonwealth Financial Network, LPL Financial, and Uvest Financial Services Group, Inc. He is also part owner of Rice Financial, LLC. Intentional provides discretionary portfolio management and financial planning services to individuals, families, businesses, and institutions. The firm’s investment process integrates fundamental, technical, and economic analysis, with specialized pension consulting and a structured due diligence program for alternative investments.

Jeffrey Yeakle is a CFP® and ChFC® with 28 years of industry experience. He is currently with My Wealth Management, Inc., where he has worked since 2013, and previously held positions at Purshe Kaplan Sterling Investments and LPL Financial. My Wealth Management, Inc. provides asset management, financial planning, and retirement plan consulting to individuals, trusts, and business entities. The firm manages portfolios using a variety of securities and employs a combination of fundamental, technical, quantitative, and qualitative analysis tailored to client objectives and risk tolerance.

Joseph Johnson is a financial advisor at The J.O. Johnson Group Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade Investment Management, LLC and Scottrade/TD Ameritrade. The J.O. Johnson Group provides advisory services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm combines technical and fundamental analysis with modern portfolio theory to manage portfolios across a range of asset classes and employs active options strategies, typically managing accounts on a discretionary basis.

Lauren Gretchen is a financial advisor at Invested Advisors with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Abundance Wealth Counselors and Triad Advisors. Outside of her advisory role, she is involved with Swayze LLC, a compliance consulting business. Invested Advisors provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, and businesses. The firm focuses on goal-driven portfolio construction tailored to clients’ objectives and risk tolerance, often utilizing third-party managers and specialist strategies.

James Lee is a financial advisor at Lee-Kelleher Wealth Management with 27 years of industry experience. He previously worked at Bank of America and Merrill Lynch. Lee serves as an advisory board member for Adoptions Together, a nonprofit organization that helps people find adopting families. Lee-Kelleher Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, estates, trusts, foundations, and other business entities. The firm uses fundamental analysis and modern portfolio theory to construct diversified portfolios and provides discretionary portfolio management alongside financial and retirement plan consulting services.

Jordan Wilson is a CFP® professional with 12 years of industry experience. He is currently with Blueprint Wealth Management Inc. in Ellicott City, MD, and has held registered representative roles at Steven M. Molesky and Associates and Kalos Capital since 2013. Blueprint Wealth Management serves individual and high-net-worth clients with integrated financial planning and discretionary investment management, emphasizing long-term, broadly diversified allocations implemented primarily through indexed mutual funds and ETFs.

James Lee is a financial advisor with Lee Financial Associates, Inc. in Ellicott City, MD, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has worked at OSAIC and Lee Financial Associates, LLC since 2004 and 2005 respectively. In addition to his advisory role, he serves as president of Lee Financial Associates, Inc., where he also acts as an insurance agent. Lee Financial Associates serves individuals, families, pension and profit-sharing plans, and business entities through a two-advisor team supporting about 39 client relationships. The firm emphasizes written financial planning and arranges investment management by selecting and monitoring third-party money managers, primarily using SEI model portfolios while clients retain custody with those third parties.

William Kelleher is a financial advisor at Lee, Kelleher & Klein Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, OpenText, Foothold Technology, and Yelp Inc. since beginning his advisory career in 2024. Lee, Kelleher & Klein Wealth Management provides discretionary portfolio management and financial planning to individuals, pension plans, estates, and charitable organizations. The firm employs a combination of fundamental security analysis and modern portfolio theory, managing accounts on a discretionary basis with ongoing monitoring and periodic reviews.

Charles Marks is a financial advisor at Marks Wealth Management with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Marks Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers comprehensive wealth management services, including financial planning, consulting, and discretionary portfolio management, with a focus on globally allocated portfolios that primarily use exchange-traded funds alongside mutual funds and individual securities.

Brian Smoot is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has been with OSAIC and Lee Financial Associates since 2016. Outside of advisory work, he is also licensed as an insurance agent, providing clients with insurance solutions related to death benefit and disability needs. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by proprietary technology and access to multiple custodial platforms.

Christopher Campbell is a Series 65-licensed financial advisor with CJC Wealth Management and has three years of industry experience. He is the founder and CEO of both Ace 3 Holdings, LLC, which owns CJC Wealth Management, LLC, and CJ Campbell & Associates, an insurance company. Campbell spends significant time engaged in these business activities, which include recommending insurance and annuity products as a licensed insurance agent. CJC Wealth Management offers portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $122 million across its four advisors. The firm utilizes fundamental and quantitative analysis along with modern portfolio theory to build diversified, long-term portfolios tailored to clients’ goals, and also provides educational seminars on retirement planning and financial literacy.

Edward Loftice is a financial advisor at Montgomery Financial with 13 years of industry experience. He holds a Series 65 designation and has worked at firms including MFS Wealth LLC and Tounjian Advisory Group. Outside of his advisory role, he is also a musician. Montgomery Financial serves individual clients, including high-net-worth households, and provides discretionary asset management through a sub-adviser platform as well as ERISA plan advisory services. The firm emphasizes affiliations with other investment advisers and offers educational seminars and workshops.

Jonathan Bradley is a financial advisor at Cristata Investment Management with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cristata Wealth Solutions since 2009. Cristata Wealth Solutions provides personalized portfolio management and asset-review services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term investment approach complemented by short-term trades and option strategies, managing approximately $52.5 million across discretionary and non-discretionary accounts.