Alexander Monk is a CFP® professional with 13 years of industry experience, currently serving with Arkadios Wealth Advisors since 2022. He previously worked at Kalos Management and Kalos Capital, Inc. for nine years. Outside of his advisory role, Monk co-hosts two weekly radio shows focused on financial planning and retirement, and he is managing partner of a veteran-owned consulting company. Arkadios Wealth Advisors is an SEC-registered, multi-team advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans using a combination of fundamental, technical, and cyclical analysis, and offers services including portfolio management, retirement plan consulting, and financial planning.

Nicholas Molite is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes prior roles at JP Morgan Securities, TIAA, Cetera Investment Services, and M&T Securities. He is also involved with Akers Financial Group, providing comprehensive financial planning and related services. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports discretionary account management through its internal portfolio team, Arkadios Managed Solutions, and provides retirement plan consulting with fiduciary oversight.

Sherri Over is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. She holds the Series 65 designation and has been self-employed since 2014, primarily working as a life and health insurance sales agent. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies, utilizing a combination of fundamental, technical, and cyclical analysis.

John Donohue III is a CFP® professional with 20 years of experience in financial advising, currently serving at Founders Financial Securities LLC since 2006. He holds the Series 66 designation and is based in Bel Air, MD. In addition to his advisory role, he acts as treasurer for DHT Financial Group and serves as a trustee for irrevocable trusts. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing both traditional and non-traditional delivery methods including model portfolios and co-advised private wealth solutions.

Brooks Shertzer is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and nine years of industry experience. He has been with Founders Financial Securities since 2015. Outside of his advisory role, Shertzer serves as treasurer for the Penman Aaron Committee, the Harford County Sheriff's Foundation, and Harford Family House, a nonprofit providing housing and support to families experiencing homelessness. Founders Financial Securities offers investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of advisory representatives managing around $4.1 billion in assets. The firm supports a variety of advisory platforms and emphasizes both discretionary and non-discretionary management, niche services like 1031 exchange consulting, and a subscription-based retirement guidance service.

Brian Akers is a CFP® with 34 years of experience in the financial services industry. He is currently with Arkadios Wealth Advisors and has held roles at Akers Financial Group, Inc. and Kalos Capital, Inc. Outside of his advisory work, he serves as treasurer for North Harford Baptist Church, sits on the board of the Harford Christian Educational Foundation, and hosts a weekly call-in radio show called Winning in Retirement. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, wrap programs, third-party managers, and in-house portfolio management. The firm supports customized investment planning and discretionary account management through its integrated platform and internal portfolio team.

Joseph Franco is a financial advisor at Arkadios Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Kalos Capital and Akers Financial Group, where he is involved in the sale of fixed life insurance products, annuities, and health-related insurance. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various managed account programs, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team that offers models, strategies, and trade execution across multiple asset classes, while also acting as an ERISA fiduciary for retirement plan consulting.

Bernard McVey is a financial advisor at Arkadios Wealth Advisors with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Akers Financial and Kalos Capital prior to joining Arkadios in 2022. Outside of his advisory role, he serves as treasurer on the board of the Old Timers Soccer Association of Maryland and provides IT and federal acquisition advisory services through Bernie McVey Consulting, LLC. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans through various managed account options and combines fundamental, technical, and cyclical analysis in its investment approach.

John John is a CFP® with 38 years of experience in the financial services industry. He has worked at Calton & Associates, Inc. since 2019 and previously spent 14 years at Capital Financial Services, Inc. Outside of his advisory role, he is also an insurance agent involved in the sale of indexed life insurance, annuities, disability, and long-term care insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm’s investment recommendations are customized by each advisor according to client goals and risk tolerance, with multiple program structures including firm-managed wrap programs and third-party money manager options.

Jude Kotarides is a financial advisor at CW Advisors, LLC with 24 years of industry experience. He holds the PFS™ designation and previously worked for Alliant Financial Management, Inc. from 1992 to 2023 before joining Congress Wealth Management LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and business entities, offering wealth management, financial planning, family office services, and retirement plan advisory. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, with investment oversight conducted by a dedicated committee.

Michael Thomson Sr. is a ChFC® credentialed advisor with Founders Financial Securities LLC in Bel Air, MD, bringing 31 years of industry experience. He has been with Founders Financial Securities since 2006. Outside of his advisory role, he is involved in managing employee benefits through HT Financial and serves as treasurer for a local political campaign. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and consulting services, utilizing multiple delivery platforms and third-party sub-advisors to provide customized investment solutions.

Timothy Owings is a financial advisor at Calton & Associates, Inc. with 17 years of industry experience. He holds the Series 66 designation and previously worked at Cetera and New Windsor State Bank. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations and multiple program structures, combining registered investment adviser and broker-dealer operations.

Gregory Kuta is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Capitol Securities Management since 2010 and was previously involved with the High Voltage Band from 2017 to 2021. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, financial planning, pension consulting, and insurance products. The firm manages assets through various programs and employs a network of investment adviser representatives who develop client-specific investment policies using a range of investment instruments.

Theodore Zamerski Jr. is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked with La Salle St. Securities, Inc. for 28 years. In addition to his advisory role, Zamerski operates a sole proprietorship providing tax and accounting services as a Certified Public Accountant. Lasalle St. Investment Advisors offers personalized fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses, utilizing both discretionary and non-discretionary management approaches.

Andrew Griglock is a financial advisor at Arkadios Wealth Advisors with two years of industry experience. Prior to his current role, he worked for nearly three decades with Harford County Public Schools. Outside of finance, he is a freelance musician who performs regularly in clubs and venues across Maryland and nearby states. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans delivered through various portfolio management programs, combining fundamental, technical, and cyclical investment analysis.

Gregory Hart is a financial advisor at Founders Financial Securities LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Founders Financial Securities since 2006, following a 23-year tenure at Janbar, L.L.C. Hart is also involved with DHT Financial Group, an investment advisory business. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing both traditional and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

Christopher Hardy is a Series 66-credentialed advisor at First Advisors National, LLC with 26 years of industry experience. He has been with First Advisors National since 2019, following prior roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Outside of his advisory work, Hardy serves as an assistant basketball coach for the Maryland Hoopmasters AAU team. First Advisors National provides investment management and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm employs tactical and strategic asset allocation, largely managing accounts on a discretionary basis through third-party money managers and supplements portfolios with advice on individual equities, ETFs, and mutual funds.

Ronald Hammons is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Founders Financial Securities since 2011. Outside of his advisory role, Hammons provides business consulting services focused on ownership guidance, efficiency improvement, and exit planning for business owners. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing various advisory platforms and a combination of mutual funds, ETFs, and sub-advised strategies.

Samuel Huff is a financial advisor at Arkadios Wealth Advisors with a Series 66 designation. He has been with Arkadios Capital and Arkadios Wealth Advisors since 2022. His prior experience includes roles at Baltimore County Employees Federal Credit Union, Towson University, Harford Community College, and operating a lawncare business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, access to third-party managers, and financial planning. The firm employs fundamental, technical, and cyclical analysis and supports discretionary account management with an internal portfolio team.

Noah Akers is a financial advisor with Arkadios Wealth Advisors and holds a Series 66 designation. He has two years of industry experience and serves as a managing partner of Daniel Alan LLC, a tax preparation and accounting firm. Arkadios Wealth Advisors is a multi-team SEC-registered advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various account types and combines fundamental, technical, and cyclical investment analysis.