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 with Milestone Asset Management, LLC, holding Series 65 and Series 66 credentials and bringing 18 years of industry experience. He concurrently serves clients at Brookstone Capital Management and Legacy Capital Planners, where he provides tax planning services. Mr. Baker is a board member of The Prepare Institute, a nonprofit organization. Milestone Asset Management offers discretionary asset management and modular financial planning primarily to individual clients, trusts, estates, and business entities. The firm employs a combination of tactical and strategic investment approaches, utilizing both firm-developed and third-party model portfolios, overlay management, and access to a variety of sub-advisers and derivative-based investment tools.

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 one year of industry experience. He holds a Series 65 designation and previously worked at AMJ Financial Wealth Management LLC, Andersen, and MV Financial. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets through a combination of internally managed and third-party model portfolios, employing both tactical and strategic approaches.

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.

Tyler Kitner is a financial advisor at Hoxton Planning & Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hoxton Planning & Management, he worked at Jefferson Security Bank and has experience in retail and education. Hoxton Planning & Management, LLC provides financial planning, consulting, investment, and wealth management services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm employs a strategic asset allocation approach informed by Modern Portfolio Theory and combines active management with diversified portfolios tailored to client risk tolerance, time horizon, and tax considerations.

Angel Martinez is a financial advisor at Veridian Capital Partners with Series 63 and Series 65 credentials and four years of industry experience. He previously held roles at PNC Investments and PNC Bank, as well as positions at NYLIFE Securities LLC, New York Life Insurance Co, and Wells Fargo affiliates. Outside of advising, Martinez operates an eBay resale business and helps homeowners recover funds through a nonprofit organization addressing tax sale and foreclosure losses. Veridian Capital Partners is a team-based registered investment adviser serving individuals, trusts, estates, and businesses with discretionary portfolio management, financial planning, and retirement consulting. The firm employs a multi-method investment approach utilizing a broad range of strategies, including derivatives and options, and manages approximately $471 million in regulatory assets across about 762 client relationships.

Rhiannon Turner is a financial advisor at Hoxton Planning & Management, LLC with a Series 65 designation and two years of industry experience. Prior to joining Hoxton Planning & Management in 2024, she held various roles including positions at Martinsburg Institute and Shepherd University. Hoxton Planning & Management advises individual clients, trusts, estates, charitable organizations, business entities, and government clients, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm utilizes a strategic asset allocation framework informed by Modern Portfolio Theory, combining active management and tax-aware strategies across a range of investment vehicles.

Ryan Buck is a financial advisor with On Investment Management CO, holding a Series 66 designation and 22 years of industry experience. He has worked at The O.N. Equity Sales Company since 2018 and has held roles at Ohio National Financial Services and Freedom Broker Services since 2011 and 2008, respectively. Outside of his advisory work, he serves as Treasurer for the Covert Resort Association and consults on special needs education and related insurance charitable gifts. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms and both discretionary and non-discretionary investment programs.

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.

John Dallavalle is a ChFC® credentialed financial advisor with 38 years of industry experience, currently serving at Founders Financial Securities LLC. He has held roles at Frederick Financial Planners, Inc. and operated Dallavalle Financial prior to his current position. Outside of advisory work, he serves as treasurer and officer for the National Christian Choir, a nonprofit organization, and chairs the investment committee for the Frederick Rescue Mission. Founders Financial Securities LLC serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, third-party asset manager access, financial planning, retirement consulting, and integrated brokerage and insurance services, utilizing both traditional and subscription-based delivery methods.

Justin Yoo is a financial advisor at Financial & Tax Architects, LLC in Urbana, MD. He holds a Series 65 credential and has professional experience at Bravium Consulting and Element Materials Technology. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary investment strategies using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Raymond Cooley is a financial advisor at Waverly Advisors, LLC with 33 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to joining Waverly Advisors in 2026, he worked at Wealthplans, LLC for five years and spent over 27 years with Avantax Advisory Services and Avantax Investment Services. Outside of advisory work, he is president of Cooley & Associates, P.C., a tax preparation and accounting firm, and serves on the boards of multiple local organizations in Frederick, MD. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and operates with a range of affiliated entities, including a state-chartered trust company and a tax and accounting business.

David Urovsky is a financial advisor with Spire Wealth Management, LLC in Frederick, MD, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at Spire Investment Partners, LLC, Lincoln Financial Advisors, and Wealth Advisors Group. Outside of his advisory role, he is also a full-time insurance agent with Spire Insurance Agency, focusing on life insurance sales. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets for over 6,100 clients. The firm offers a combination of advisor-led portfolios, model asset allocation strategies, and sub-advised solutions, employing tactical, active, and passive investment approaches tailored to client objectives.

Herbert Wolf III is a financial advisor at Capitol Securities Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services and Cantella & Co., Inc. Outside of advising, he is a general partner and property manager at Wolf Realty Associates, a commercial real estate business. Capitol Securities Management serves individual, corporate, charitable, and plan sponsor clients by providing brokerage and advisory services, financial planning, pension consulting, and insurance products. The firm employs a range of investment strategies and offers access to managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Cody Hobelmann is a CFP® with eight years of industry experience, currently serving at EverSource Wealth Advisors, LLC. His prior roles include positions at Turning Point Financial, LPL Financial, and Wilmington Trust. He is also a licensed insurance agent, selling non-variable insurance on a part-time basis. EverSource Wealth Advisors serves individual, high-net-worth, and institutional clients by offering wealth management, financial planning, portfolio management, and private markets access. The firm operates through a network of advisors delivering multiple investment programs and provides services to other RIAs and nonstandard institutional clients, including managing a pooled private real-estate vehicle.

John Pullaro is a financial advisor at OneSeven with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Fortune Financial Services, International Assets Advisory, and Bb&T Investments. Outside of his advisory role, he is the owner of Lums Lane Farm, where he is involved in farming and selling crops. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and alternative investments, and engages third-party platforms and independent managers for implementation.

Christopher Murray is a financial advisor at Inspire Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and founded Murray Financial Group, where he worked for over two decades before joining Inspire Advisors. Outside of his advisory work, he is a partner in a real estate business, Degaran, LLC. Inspire Advisors manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of portfolio construction methods, frequently utilizing sub-advisors and its own proprietary ETFs.

Veralynn Morris is a financial advisor at AdvisorNet Wealth Partners with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Capital Portfolio Management, Inc. and Potomac Financial Services Group LLC. In addition to her advisory work, she is a certified divorce financial analyst involved with Divorce Financial Solutions, Inc., providing mediation and expert witness services related to marital property. AdvisorNet Wealth Partners offers investment management, financial planning, retirement-plan and participant consulting services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio construction using equities, fixed income, mutual funds, and ETFs, and provides both discretionary and non-discretionary management options.