Anthony Clark is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at Innovation Capital Management LLC and Houstoun Capital Management, Inc. before joining Westbourne Investment Advisors Inc. in 2025. Anthony is based in Annapolis, MD, and is part of a five-advisor team at Westbourne. Westbourne Investment Advisors provides discretionary portfolio management to individuals, trusts, corporate accounts, pension plans, and non-profit organizations. The firm employs an equity-oriented, buy-and-hold investment strategy, combining fundamental analysis with technical review, and manages approximately $359 million across 420 accounts.

Yvonne Scoggins is a financial advisor at Curio Wealth, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Annapolis Financial Services, Jsk Financial Services, and Stewardship Financial Planning. Curio Wealth provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans. The firm offers a range of services including standalone financial plans, tax preparation, and ongoing asset management, with investment portfolios typically allocated among no-load mutual funds, ETFs, individual equities, and fixed income.

William Atkins is a financial advisor at Alden Capital with 14 years of industry experience and holds a Series 66 designation. He has worked at firms including Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, MML Investors Services, and MassMutual. Outside of his advisory role, he operates as an independent agent providing property and casualty insurance for personal and commercial lines. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and nonprofit entities, managing approximately $1.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, sub-advisory services, and retirement plan fiduciary support, utilizing customized asset allocation strategies and proprietary technology platforms.

Joseph Wilkinson is a financial advisor at Westbourne Investment Advisors Inc. in Annapolis, MD, holding a Series 65 designation with 13 years of industry experience. He has been with Westbourne since 2018 and previously worked at Mullaney Trust and Sito Mobile. Westbourne Investment Advisors provides discretionary portfolio management and financial advisory services to individual and high-net-worth clients, as well as IRAs, trusts, corporate accounts, pension plans, and nonprofit organizations. The firm emphasizes fundamental analysis with a focus on preserving and enhancing clients’ purchasing power through long-term equity holdings and controlled fixed income exposure.

Jonathan Levin is a financial advisor at Westbourne Investment Advisors Inc. with 28 years of industry experience. He previously operated Levin Investment Advisors LLC for 24 years and has over three decades of experience at Levin & Co., CPA's. Westbourne Investment Advisors provides discretionary portfolio management and financial advisory services to individual and high-net-worth clients, as well as IRAs, trusts, corporate accounts, pension plans, and nonprofit organizations. The firm manages approximately $449 million, focusing on preserving and enhancing purchasing power through fundamental analysis and a long-term investment approach.

Michael Roeder is a CFP® professional with five years of industry experience, currently serving as an advisor at Curio Wealth, LLC. Prior to joining Curio Wealth in 2025, he spent 14 years at Northrop Grumman. Curio Wealth provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans. The firm uses a variety of investment vehicles including no-load mutual funds, ETFs, and individual securities, and offers additional services such as tax preparation and trustee bill-paying.

Lyn Dippel is a CFP® professional with 24 years of industry experience. She is currently with Curio Wealth, LLC, joining the firm in 2024 after prior roles at Annapolis Financial Services, LLC and Financial Advantage, Inc. Curio Wealth provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans. The firm emphasizes diverse portfolio allocations and offers additional services such as tax preparation and standalone financial plans.

James Kantowski is a CFP® with 25 years of industry experience. He is currently with Curio Wealth, LLC and has previously worked at Annapolis Financial Services, JSK Tax Services, JSK Financial Services, and Choreo, LLC. Curio Wealth provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans. The firm employs portfolios typically allocated among no-load mutual funds, ETFs, individual equities, and fixed income, offering supervisory reviews and options for investment restrictions or ESG screening.

Elizabeth Gillette is a CFP® and holds a Series 65 license with 11 years of industry experience. She is currently with Curio Wealth, LLC and has held prior roles at Annapolis Financial Services, MainStreet Financial Planning, and Lifetime Wealth Planning and Management. Curio Wealth provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans. The firm incorporates investments such as no-load mutual funds, ETFs, individual equities, and fixed income, and offers additional services including standalone financial plans and tax preparation.

Christopher Wilhoit is a financial advisor with Arkadios Wealth Advisors in Stevensville, MD, holding a Series 66 designation and 25 years of industry experience. His career includes prior roles at LPL Financial, Kestra Financial Services, PNC Wealth Management, and other firms. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm creates customized investment plans using fundamental, technical, and cyclical analysis, and offers a variety of portfolio management options including internally managed accounts, model portfolios, wrap-fee programs, and third-party managers.

Gary Stringer is a CFA® charterholder with 27 years of industry experience. He is currently with Shelton Capital Management and has held prior roles at Morgan Keegan & Company, LLC and Legg Mason Wood Walker, Incorporated. Stringer also served as President and Chief Investment Officer at Stringer Asset Management, LLC. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors through a variety of account types and advisory programs. The firm employs an active, discipline-specific approach incorporating fundamental, technical, and quantitative analysis, with strategies that include options and derivatives, ESG screening, and data-science tools.

Raymond Harrison is a financial advisor at Lombard Advisers Incorporated with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lombard Securities since 2003 and Painewebber Incorporated since 1987. Outside of advising, he is involved in outside insurance sales. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs and uses a variety of analytical methods to construct and monitor portfolios, with a majority of assets managed on a non-discretionary basis allowing clients to retain final trading authority.

Chelsea English is a CFP® professional with nine years of industry experience, currently with Root Financial Partners. Prior to joining Root, she worked at Lee, Sipe and Associates and Serving Those Who Serve, among other roles. Outside of advising, she occasionally provides pet-sitting services. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client goals and risk profiles, and provides educational programming alongside its advisory services.

Kristen Owen is a financial advisor at Geneos Wealth Management, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked at Chesapeake Investment Advisors, Chesapeake Investment Services, Cetera, and Chesapeake Bank. Outside of her advisory role, she serves on the boards of Main Street Historic Chestertown and Chester River Health Foundation Inc., and is president of Ardea Advisors Inc. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers comprehensive financial planning and investment advisory services, employing a range of analytic approaches and strategies, with discretionary trading authority on most accounts.

Thomas Judge is a financial advisor with Arkadios Wealth Advisors in Stevensville, MD, holding a Series 63 license and 43 years of industry experience. His prior firms include LPL Financial, Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and A. G. Edwards & Sons. He is also involved with Tiller Financial, LLC, a business entity used for tax and investment purposes. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm creates customized investment plans based on client risk profiles, utilizing a variety of portfolio management approaches and incorporating fundamental, technical, and cyclical investment analysis.

William Hufnell is a CFP® professional with nine years of industry experience, currently serving at Modera Wealth Management, LLC since 2024. Prior to this, he worked for Annapolis Financial Services, LLC/Bay Point Wealth from 2011 to 2024. Outside of his advisory role, he serves as Programs Chair for the Anne Arundel Estate Planning Council and Treasurer for the Neighborhood Association of Ridgely's Delight. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios of mutual funds, ETFs, individual securities, and selective strategies such as ESG integration and private placements.

Steven Baker is a financial advisor with G. A. Repple & Company in Essex, MD, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with G. A. Repple & Company since 1990. Outside of his advisory role, he has a minority interest in a veterinary radiation oncology center. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate entities. The firm offers a range of portfolio management options and employs various analytical approaches to align investments with clients’ goals and risk tolerances.

Erin Villamizar is a CFP® professional with one year of experience at Modera Wealth Management, LLC. She previously worked for eight years at Red Oak Financial Group and two years with Baltimore County Public Schools. Outside of finance, she volunteers as a musician with various local jazz bands and community music groups in the Towson, MD area. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors with a range of services including wealth management, portfolio management, retirement plan consulting, and financial planning. The firm uses a diversified asset allocation strategy based on Modern Portfolio Theory and combines investment management with in-house accounting, tax services, and business coaching.

Martin Hopkins is a CFP® with 22 years of industry experience, currently serving at Modern Wealth Management, LLC since 2024. Prior to this, he worked at Wealth Management Solutions and founded Hopkins Investment Management, LLC. He is also the manager of the general partner for a private fund through Hopkins Capital Partners GP, LLC. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management model and offers a range of services such as discretionary investment management, financial and tax planning, estate assistance, and ERISA plan services.

William Moir is a CFP® and Series 66 licensed advisor with five years of industry experience. He currently works at Modera Wealth Management, LLC and has previously held positions at firms including Abich Financial Wealth Management, OSAIC, and Merrill. There are no reported outside business activities. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation based on Modern Portfolio Theory with in-house accounting and tax services, supporting over 130 advisors and managing approximately $17.7 billion in assets.