Kristopher Hallengren is the principal of KRH Investments, LLC and holds a Series 65 designation with 15 years of industry experience. He has been associated with KRH Investments since 2010 and also serves as a director at Weyrich, Cronin & Sorra, a firm specializing in business valuation and forensic accounting, where he is involved in litigation testimony and business valuation. KRH Investments, LLC provides financial planning and discretionary investment management primarily to individual clients, emphasizing value-based fundamental analysis combined with client-specific investment policies and a quarterly review process. The firm integrates a conflict management policy and promotes the use of low-cost execution platforms and directed brokerage arrangements.

Walter Hoffman is the sole advisor at Hoffman Financial Consultants in Belcamp, MD, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc. and SagePoint Financial, Inc. Hoffman also sells term life insurance as an independent contractor. Hoffman Financial Consultants provides investment advisory and financial planning services to individuals, trusts, and estates. The firm offers non-discretionary advice with a long-term buy-and-hold investment approach, incorporating both fundamental and technical analysis, and emphasizes personal client contact.

David May is the sole advisor at Osprey Capital Management, LLC, an independent firm based in Rock Hall, MD. He holds a Series 65 designation and has 15 years of industry experience, leading Osprey Capital since its founding in 2010. Osprey Capital Management is a fee-only investment adviser providing discretionary portfolio management primarily to high-net-worth individuals and select institutional clients. The firm employs a fundamental, sector-focused investment approach, emphasizing companies with low debt, strong operating margins, and reasonable valuations, and utilizes strategies ranging from long-term holdings to shorter-term trading and options within a discretionary model.

Samuel Erdman is a CFP® with 17 years of industry experience and serves as the sole advisor at Anchor Wealth Advisors, LLC. He previously worked at Ronald Blue & Co. and Ronald Blue Trust from 2007 to 2019. Outside of his advisory role, he is the Finance Manager of Smithouse Construction, LLC, a financial management position unrelated to investment advising. Anchor Wealth Advisors, LLC is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers portfolio management, comprehensive financial planning, corporate consulting, and educational seminars, employing a primarily passive investment approach using low-cost index funds, separately managed accounts, and direct-indexing strategies.

Ganiyu Raji is the president and managing member of Equatorial Advisors, LLC, an independent advisory firm based in Baltimore, MD. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to founding Equatorial Advisors and its affiliated entities in 2003, Raji has also been associated with The Leaders Group Inc since 2010. In addition to his advisory role, he serves as chairperson of the Maryland Land Title Association board of directors and is involved in insurance product sales through Equatorial Insurance LLC. Equatorial Advisors, LLC serves individual and institutional clients, providing investment supervisory services, financial planning, and access to a hybrid robo-advisory platform. The firm manages accounts on a discretionary basis using a combination of analytical methods and strategies, and clients interact with an automated interface overseen by the advisor.

Colin Exelby is a financial advisor at Celestial Wealth Management in Towson, MD, holding CFP® and Series 66 designations with 26 years of industry experience. He has worked at Celestial Wealth Management since 2009, including founding the firm in its current independent form in 2020, and previously spent time at Armstrong Dixon and LPL Financial. Exelby also operates as an independent insurance producer specializing in life insurance and fixed annuities. Celestial Wealth Management serves individuals, high-net-worth clients, and employee benefit plans with discretionary investment management, financial planning, and pension consulting. The firm combines quantitative and qualitative research methods to manage client assets across diverse investment vehicles and distinguishes itself by acting as a wrap-fee program sponsor on LPL’s SWM II platform while offering educational content and pension participant education.

A Maryland native, Kerrie describes her work as, “a bit of a love letter to all the people and movements who made it possible to be here.” After graduating from Stanford University, Kerrie started her career in business with a focus on client management and operations at Yahoo!, ClearCompany, and MD Energy Advisors. These early positions revealed her strong mentoring abilities and interests in career development. Kerrie honed these skills in her following positions as Director of Student Entrepreneurship at Johns Hopkins University and Chief Revenue Officer at Invanti, a startup studio and fund focused on supporting pre-idea founders to develop sustainable business ventures seeking to impact kitchen table problems. In 2020, after two successive experiences of personal loss, the start of the COVID-19 pandemic, and the country’s short-term, non-curative responses to state-sanctioned murder of Black bodies, Kerrie had reached a critical juncture. She wanted a career that would allow her to give the best of herself to something that was truly making a difference. As Kerrie puts it, “some people learned to bake bread – no disrespect to sourdough starters – I learned financial planning.” With a Certificate in Financial Planning from Howard University, she transformed a hobby of mentoring co-workers into Equip Advisory. Kerrie’s greatest skill is her ability to listen and understand what you are trying to do and translate that into a concrete plan. She believes that impact at this individual level is what allows underserved communities to build wealth and effect change.

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.

Nicholas Rumke is a financial advisor with WPG Financial Group, LLC in Baltimore, MD, holding a Series 65 designation and four years of industry experience. He has worked at several firms, including Kessler Investments and Founders Financial, before joining WPG Financial Group in 2019. Outside of his advisory role, he is also an independent insurance agent. WPG Financial Group provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, pension plans, business entities, and trusts. The firm employs a range of investment strategies across various asset classes and offers fiduciary services, ongoing account reviews, and reporting.

Raffaele Mazzone is a Series 66 registered advisor with five years of industry experience. He is currently with Legacy Financial Advisors and has previously worked at Founders Financial Securities LLC, Triad Advisors, and The Prosperity Consulting Group. Outside of his advisory work, Mazzone coaches for Pipeline Soccer Club. Legacy Financial Advisors provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, families, trusts, retirement plan sponsors, and business entities. The firm employs a disciplined, goals-based investment process and offers both discretionary and non-discretionary arrangements, with an emphasis on retirement plan fiduciary services and business consulting.

Marianne Mattran is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Foundry Wealth Advisors, LLC since 2019. She previously worked at MS Howells & Co and Coastal Equities, Inc. Outside of her advisory role, she holds a life and health insurance producer license and is involved with Matador Holdings, LLC, an advertising business. Foundry Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm utilizes model portfolios tailored to client risk profiles and specific needs, managing approximately $163 million for about 66 clients.

Gregory Bowser is a CFP® professional with 39 years of industry experience, currently serving at Safe Harbor Retirement Planners. His prior roles include fourteen years at Safe Harbor Financial Group LLC and ongoing involvement with Asset Management Services, Inc. Since 2025, he has also operated Cruisin the Bay Tours LLC. Safe Harbor Retirement Planners provides discretionary asset management and retirement-plan advisory services to individual and high-net-worth clients, using a globally diversified approach focused on low-cost index ETFs and individual equities. The firm offers tailored investment strategies with ongoing monitoring and conducts educational seminars and workshops for the public.

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.

David Sitzer is a financial advisor with Financial Dimensions, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Janney Montgomery Scott and First Financial of Maryland Federal Credit Union, where he serves as Chief Investment Officer managing a substantial fixed income portfolio. He is also involved in the Financial Managers Society, Maryland chapter, contributing to organization management and event planning. Financial Dimensions LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and small businesses, employing a strategic asset-allocation approach that incorporates both index funds and selective active management. The firm is affiliated with First Financial of Maryland Federal Credit Union and offers additional services including tax preparation and insurance products.

Thomas Taylor is a financial advisor at Chesapeake Financial Advisors in Towson, MD, with 26 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Chesapeake Financial Advisors since 1998. Chesapeake Financial Advisors serves individuals, high-net-worth clients, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and family businesses, providing personalized financial planning and portfolio management. The firm employs a strategic asset allocation approach combining passive index/ETF exposures with selected active funds, stocks, and bonds, and manages approximately $263.7 million in assets with an eight-advisor team.

Jakob Kelly is a financial advisor at Chesapeake Capital Management, LLC with a Series 65 credential and two years of industry experience. Prior to joining Chesapeake Capital Management, he worked in various roles including at Ram Landscaping and State Farm. Outside of advisory work, he has worked as a restaurant waiter at Liberatore's Ristorante & Catering since 2020. Chesapeake Capital Management serves individual and high-net-worth clients by providing portfolio management and financial planning through a team of seven advisors. The firm offers both discretionary and non-discretionary advisory solutions, client education programs, and a wrap-fee management option.

Jonathan Brooks is a CFP® professional with experience at Blue Curve Advisory, LLC since 2022. He has a background that includes roles in education and insurance. Outside of advisory work, he serves as a part-time assistant swim coach at Cardinal and Gold Aquatics. Blue Curve Advisory provides discretionary portfolio management, financial planning, and standalone tax preparation services to individuals, pension and profit-sharing plans, and corporations. The firm uses model portfolios and methods such as fundamental analysis and modern portfolio theory to manage approximately $103.2 million in discretionary assets for over 300 clients.

James Simmons is a CFP® and holds a Series 66 license with 28 years of experience in the financial services industry. He has worked at Purshe Kaplan Sterling Investments and The Simmons Partnership, Inc. since 2011. In addition to his advisory role, he is involved in the sales and service of fixed life insurance and annuity contracts as an insurance agent. The Simmons Partnership, Inc. advises individuals, trusts, foundations, pension plans, and corporations, serving both high-net-worth and non-HNW clients with financial planning, retirement-plan consulting, and portfolio management. The firm constructs portfolios based on client-specific asset allocation guidelines using a variety of investment vehicles and provides services on discretionary and non-discretionary bases.

Ricci Reber is a financial advisor at The Simmons Partnership, Inc. with two years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at the Public Company Accounting Oversight Board, the University of Baltimore Merrick School of Business, and the U.S. Congressional Budget Office. Outside of his advisory role, he serves as Chief Financial Officer and manager of Salt Tides, LLC, a vacation rental business in Cape Cod where he oversees financial and legal matters. The Simmons Partnership, Inc. provides personalized financial planning, investment management, and retirement-plan consulting to individuals, trusts, foundations, retirement plans, and corporate clients. The firm utilizes fundamental research complemented by technical analysis to create individualized asset allocations and offers both discretionary and non-discretionary portfolio management.

Justin Garritt is a Series 65-licensed financial advisor with six years of industry experience at Garritt Financial Solutions LLC in Baltimore, MD. Prior to founding his firm, he worked for 11 years with Baltimore City Public Schools. He frequently speaks at associations, schools, and non-profits. Garritt Financial Solutions provides financial planning and investment management primarily to individual clients and employer retirement plans, using a passive investment approach centered on low-cost index funds and ETFs. The firm serves a modestly sized client base and offers a range of planning services, including retirement, tax, estate, travel, and student loan analysis.