Carter Shaffer is a CFP®-certified financial advisor with six years of industry experience, currently practicing at Monocacy Wealth Management, LLC. He has previously worked at Faragalla and Associates, XML Financial, LLC, and Wells Fargo Advisors. In addition to his advisory role, Shaffer is a licensed real estate agent and co-owner of an insurance brokerage. Monocacy Wealth Management serves individual and high-net-worth clients as well as employers seeking retirement plan consulting. The firm offers portfolio management, financial planning, and consulting services using a range of investment strategies and analytical methods, and is part of a corporate group that integrates insurance, tax, and real estate services.

Bradford Yeakle is a financial advisor at MY Wealth Management, Inc. with eight years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining MY Wealth Management in 2024, he worked at T. Rowe Price from 2018 to 2024 and also has experience at West Virginia University. MY Wealth Management, Inc. provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages client portfolios using a variety of securities and employs a mix of fundamental, technical, quantitative, and qualitative analysis tailored to each client’s goals and risk tolerance.

Corey Grimes is a financial advisor at Turning Point Financial in Frederick, MD, holding a Series 65 designation with one year of industry experience. Prior to joining Turning Point Financial, he worked at Carmax for 11 years. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and retirement plan clients, offering financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting capabilities alongside its fiduciary planning process and uses third-party sub-advisers to manage client portfolios.

Michael Ausherman Jr. is a financial advisor with Milestone Asset Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 18 years of industry experience. He has held roles at Alphastar Capital Management, Brookstone Capital Management, Legacy Capital Planners, and Ausherman Financial Group, which he owns and operates as a separate insurance sales business. He is also involved in financial planning and income tax preparation through Legacy Capital Planners. Milestone Asset Management provides discretionary asset management and modular financial planning primarily to individual clients, including high-net-worth households, as well as trusts, estates, and business entities. The firm employs a blend of tactical and strategic investment approaches using firm-developed and third-party model portfolios, sub-advisers, and derivative-based strategies.

Thomas Pignone is a financial advisor at Turning Point Financial with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Turning Point Financial and its affiliated entities since 1994. Prior to his current role, he worked at Cambridge Investment Research Advisors Inc. for six years. Turning Point Financial serves individual and family clients, business owners, and retirement plan clients with financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting services with its fiduciary planning process and uses third-party sub-advisers alongside ongoing portfolio monitoring and annual client reviews.

David Ocasio is a ChFC® credentialed advisor at Horter Investment Management, LLC with four years of industry experience. He previously worked at Patriot Advisory Group and has been involved with Highland Capital Brokerage since 2005. Ocasio is also the owner and sole proprietor of Ocasio Financial Services, where he operates as an annuity wholesaler. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, pension plans, and corporations. The firm utilizes a combination of model and multi-manager portfolios, third-party money managers, and alternative investments as part of its investment oversight.

Sandeep Saini is a CFP® professional with one year of experience at PlanVest Financial, Inc. Prior to joining PlanVest, he worked for 22 years with the US Public Health Services and FDA and was involved with SSI Education DBA The Goddard School. PlanVest Financial, Inc. primarily serves individual and high-net-worth clients, providing wealth planning, financial planning, and investment management through a team of six advisors managing approximately $176 million. The firm customizes portfolios using a mix of analytical approaches and offers multiple engagement models, including a unique wrap fee program and a dedicated federal-employee planning service.

Brian Williamson is a financial advisor with Veridian Capital Partners, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Veridian since 2021 and previously with Lighthouse Wealth Management and Ameriprise Financial Services. Outside of his advisory role, Williamson is the principal of Estate Legal Services, LLC, which provides legal estate planning, probate, and business succession services, and he serves as a board member and treasurer for the District of Columbia Arts Center. Veridian Capital Partners provides investment advisory and financial planning services to individuals, trusts, estates, business clients, and employer retirement plans. The firm offers discretionary management and employs a variety of asset allocation strategies supported by quantitative and qualitative analysis, utilizing a broad range of investment instruments including derivatives within separately managed accounts.

Kurt Lalomia is a CFP® professional with 34 years of industry experience, currently serving at Turning Point Financial since 2019. His prior roles include positions at Cambridge Investment Research, Janney Montgomery Scott, and STIFEL. Lalomia is also an independent insurance agent in Frederick, MD. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and certain retirement plan clients, offering financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting services with fiduciary planning, typically utilizing third-party sub-advisers and custodial platforms for portfolio management.

William Heil is a CFP® professional with 16 years of industry experience, currently serving at Turning Point Financial. His prior roles include positions at Klauenberg Retirement Solutions and UBS Financial Services. He is treasurer of Rosebud Gun Club, Inc., a nonprofit social club. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and retirement plan clients by providing financial planning, discretionary investment management, and model-based asset management, complemented by in-house tax, accounting, business valuation, and insurance services. The firm uses a team-based fiduciary planning process and typically implements discretionary management through third-party sub-advisers and custodial platforms.

Sean Flynn is a CFP® and CFA® credentialed advisor with three years of industry experience. He is currently with PlanVest Financial, Inc. and previously worked at Knollwood Investment Advisory and PNC Bank. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients, offering comprehensive wealth planning and investment management through various engagement models. The firm customizes portfolios using a combination of fundamental, technical, cyclical, and charting analyses, and manages approximately $176 million for about 300 client relationships.

Sarah Hofman is a financial advisor at Veridian Capital Partners with nine years of industry experience. She holds the Series 66 designation and has worked with firms including Brian L. Runkles Inc. and Ameriprise Financial Services. Hofman has been with Veridian Capital Partners and Purshe Kaplan Sterling Investments since 2021. Veridian Capital Partners is a team-based registered investment adviser serving individuals, trusts, estates, and business clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach incorporating qualitative, quantitative, and technical analysis across a broad range of strategies, including the use of derivatives within separately managed accounts.

Michael Mattison is a financial advisor at PlanVest Financial, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanVest Financial since 2018, with previous experience at LPL Financial and Purshe Kaplan Sterling Investments. PlanVest Financial, Inc. serves individual and high-net-worth clients with wealth planning, financial planning, and investment management across various account types. The firm employs a comprehensive approach including fundamental and technical analysis, offering multiple engagement models and managing discretionary and non-discretionary portfolios.

Dane Grouell is a financial advisor with Turning Point Financial, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Apex Retirement Advisors, DRS Wealth Management, and Paulson Investment Advisors. Outside of his advisory work, he serves as Secretary and Board Member of Tualatin Valley Playschool, a nonprofit preschool in Tigard, Oregon. Turning Point Financial is a team-based firm serving individuals, families, business owners, and retirement plan clients with financial planning, discretionary investment management, and related services. The firm integrates tax and accounting capabilities alongside insurance product recommendations, utilizing third-party sub-advisers and custodial platforms for portfolio management.

Neil Kaplan is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Caitlin John, LLC and previously worked at Guardian Pointe Private Wealth Management, LLC. Outside of his advisory role, he owns and operates KIS Financial, LLC, a business focused on college funding solutions and insurance products. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions, offering investment management, financial planning, consulting, and qualified retirement plan services. The firm provides personalized investment programs through a team of registered investment adviser representatives, utilizing a range of strategies and instruments, including proprietary dynamic allocation strategies and consulting on non-traditional investments.

Benjamin Dorsey is a CFP® and PFS™ with six years of industry experience. He is currently with Analog Capital Partners LLC and also serves as Senior Tax Manager at EagleStone Tax & Accounting Services. Additionally, he is President of Strategic Tax Planning, a CPA firm. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as serving other investment advisers as a subadviser. The firm constructs customized portfolios using a blend of fundamental, quantitative, technical, and modern-portfolio-theory approaches across various asset classes.

Brennan Gmeiner is a financial advisor at Turning Point Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Purse Kaplan Sterling Investments and Cambridge Investment Research. Outside of his advisory role, he serves on the board of directors for St. Johns Regional School and is president of a local networking group in Frederick, MD. Turning Point Financial serves individual and family clients, business owners, and certain retirement plans, providing financial planning, discretionary investment management, tax and accounting services, business valuation, and insurance product recommendations. The firm employs a team-based fiduciary planning process and integrates in-house tax and accounting capabilities alongside its investment management approach.

David Strausser is a financial advisor with Turning Point Financial in Frederick, MD. He holds a Series 65 designation and has one year of industry experience. Prior to joining Turning Point Financial, he worked at ABWE and Merrill Lynch. Outside of his advisory work, he serves as a subcontractor for DoorDash, delivering food and personal items. Turning Point Financial serves individual and family clients, business owners, and retirement plan participants, offering financial planning, discretionary investment management, tax and accounting services, business valuation, and insurance product recommendations. The firm employs a team-based fiduciary process that integrates behavioral and financial risk profiling with customized and model portfolio solutions.

Ryan Morisey is a financial advisor at Turning Point Financial with a Series 65 designation and two years of industry experience. His prior work includes roles at Franciscan University of Steubenville and Tanney, Griffith, & Bresler P.A. He is also a licensed insurance agent and occasionally offers insurance products to clients. Turning Point Financial serves individual and family clients, business owners, and retirement plans by providing financial planning, discretionary investment management, and tax and accounting services. The firm employs a team-based fiduciary planning process and integrates in-house tax and accounting capabilities alongside affiliated insurance activities.

Chandru Ramachandran is a financial advisor at Veridian Capital Partners with 29 years of industry experience. He holds the ChFC® designation and has worked previously at Ameriprise Financial Services, Inc. as well as Purshe Kaplan Sterling Investments. Outside of advisory work, he serves as president of Diversified Business Associates, a company that supports his financial planning practice. Veridian Capital Partners provides investment advisory and financial planning services to individuals, trusts, estates, business clients, and employer retirement plans. The firm offers discretionary portfolio management through wrap fee programs and employs a variety of asset allocation strategies using a wide range of investment instruments, including derivatives and alternative investments.