Neil Kaplan is a financial advisor at SimplyRIA Advisor Network with nine years of industry experience. He holds a Series 65 designation and has worked at Caitlin John, LLC and Guardian Pointe Private Wealth Management, LLC. In addition to his advisory role, he owns and operates KIS Financial, LLC, a business focused on college funding solutions and insurance products. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing ongoing investment management, financial planning, and consulting services. The firm combines strategic asset allocation, active and passive management, and offers both discretionary and non-discretionary account options through a corporate RIA structure hosting multiple independent advisory practices.

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.

Ethan Holobinko is a financial advisor at Veridian Capital Partners in Frederick, MD. He holds a Series 65 designation and has been with Veridian since 2024. Prior to joining the firm, he worked at Meritus Medical Center and attended Mount Saint Mary's University. 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 that includes qualitative, quantitative, and technical analysis across a broad range of strategies.

Stephanie Ramachandran is a financial advisor with Veridian Capital Partners, holding a Series 66 designation and 24 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 16 years before joining Veridian and Purshe Kaplan Sterling Investments in 2021. In addition to her advisory role, she is involved in financial planning and bookkeeping through Diversified Business Associates. 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 that includes asset allocation, fixed income, options, and derivatives, and sponsors a wrap fee program with individualized management for its clients.

Zachary Payne is a CFP® with nine years of industry experience, currently serving as an advisor at PlanVest Financial, Inc. in Gaithersburg, MD. He has worked at PlanVest Financial since 2015, including time when it operated as an LPL Financial DBA. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients, offering comprehensive wealth planning and investment management with a team of six advisors managing approximately $176 million. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to customize portfolios and provides various engagement models, including a wrap fee program and a dedicated federal-employee planning service.

Robert Behr is a financial advisor at PlanVest Financial, Inc. in Gaithersburg, MD, with 25 years of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial, Morgan Stanley, Citigroup Global Markets, Legg Mason Wood Walker, and UBS Financial Services. Outside of advising, he is involved with CFO Advisory and Tax Services, LLC, a firm providing tax preparation, accounting, and bookkeeping services. PlanVest Financial, Inc. serves individual and high-net-worth clients with wealth planning, financial planning, and investment management across various account types. The firm offers customized portfolios using a combination of fundamental, technical, and cyclical analysis, as well as several fee structures including a wrap fee program and a dedicated federal-employee planning service.

Katelyn Kantruss is a financial advisor at Veridian Capital Partners with two years of industry experience. She holds a Series 65 designation and previously worked at Lighthouse Wealth Management and BNY Mellon. Katelyn took time away from the industry between 2018 and 2020. 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 that includes qualitative, quantitative, and technical analysis, utilizing a broad range of strategies such as asset allocation, options, and margin trading.

Richard Baker is a financial advisor at Milestone Asset Management, LLC with 18 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Alphastar Capital Management and Brookstone Capital Management. Outside of his advisory roles, he serves as a board member of the Prepare Institute, a nonprofit organization. Milestone Asset Management provides discretionary asset management, financial planning, and third-party adviser recommendations to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $690.7 million in discretionary assets and employs a combination of tactical and strategic investment approaches using both internal and third-party models.

Richard Clonch is a CFP® professional with over 21 years of industry experience. He is currently an advisor at PlanVest Financial, Inc., where he has worked since 2017. His prior experience includes roles at LPL Financial and UBS Financial Services. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients by providing comprehensive wealth and investment management services. The firm customizes portfolios using a combination of fundamental, technical, cyclical, and charting analysis and offers various fee structures, including a wrap fee program and a dedicated federal-employee planning service.

Mary Troxell is a financial advisor at Turning Point Financial with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with multiple firms, including Cambridge Investment Research and PURSHE KAPLAN STERLING INVESTMENTS. She also operates Mary Kathleen Troxell, LLC, which provides fixed insurance products such as life insurance, long-term care insurance, and fixed annuities. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and retirement plan clients through a team-based fiduciary planning process. The firm offers financial planning, discretionary investment management, tax and accounting services, business valuation, and insurance product recommendations.

Austin Catania is a financial advisor at Milestone Asset Management, LLC with two years of industry experience and a Series 65 credential. His prior roles include positions at AMJ Financial Wealth Management LLC, Andersen, and MV Financial. Milestone Asset Management, LLC provides discretionary asset management, financial planning, and recommendations of third-party advisers and sub-advisers to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm combines tactical and strategic approaches using fundamental, technical, cyclical, and charting analysis, and offers client-facing technology such as consolidated performance reporting and real-time account access.

John Funderburk is a financial advisor with WealthCare Financial Group, Inc. in Frederick, MD, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at LPL Financial, Advocate Investing Services, and H. Beck, Inc., as well as ownership of John Funderburk, LLC. Outside of financial advising, he serves as a field manager for a congressional campaign in Maryland. WealthCare Financial Group, Inc. is a state-registered wealth management firm serving individuals, business owners, and retirement plan sponsors. The firm manages approximately $28.2 million for about 130 clients through a six-advisor team, employing a Structured Investing philosophy that emphasizes diversified, customized portfolios with a long-term perspective.

Brian Runkles is a CFP® professional with 28 years of industry experience. He is a managing partner at Veridian Capital Partners and has held roles at Purshe Kaplan Sterling Investments and Ameriprise Financial Services. Outside of advising, he owns and manages Brian L Runkles, Inc., a pass-through entity supporting his financial 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 management through its wrap fee program and utilizes a broad range of investment strategies, including alternatives and derivatives within separately managed accounts.

Angel Martinez is a financial advisor at Veridian Capital Partners with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Veridian in 2024, he worked at PNC Investments and PNC Bank for seven years. Outside of his advisory role, Angel operates a business helping homeowners recover funds lost in tax sales and foreclosures, and he also resells items purchased at yard sales. 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 through a wrap fee program and employs diverse asset allocation strategies supported by quantitative and qualitative analysis.

Ryan Buck is a financial advisor with ON Investment Management Company, holding a Series 66 credential and bringing 23 years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Investment Professionals, Ohio National Financial Services, and Freedom Broker Services. Outside of advising, he serves as treasurer for the Covert Resort Association and consults on charitable gifts for non-profit entities related to special needs education. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a combination of discretionary and non-discretionary services and maintains a dual-registration model involving broker-dealer activities.

Alexandra Stickelman is a financial advisor at Root Financial Partners with 11 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Turning Point Financial and Cambridge Investment Research Advisors. In addition to her advisory duties, she consults for RegTech companies on compliance-related development. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm’s investment approach emphasizes broadly diversified, passive allocations using index funds and ETFs, tailored to clients’ goals, risk tolerance, and tax considerations.