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® professional with 18 years of industry experience, affiliated with Total Return Capital in Linthicum Heights, MD. He has worked at HD Vest Insurance Agency, Hd Vest Advisory Services, Hd Vest Financial Services, Linthicum Tax Service, and Thrivent Investment Management. Outside of advisory work, he owns and operates a tax preparation and accounting practice and is licensed to sell life and health insurance. Total Return Capital provides portfolio management and financial planning services to individuals, family offices, trusts and estates, and small businesses. The firm uses a combination of fundamental, technical, charting, and cyclical analysis in its investment approach and typically operates under discretionary authority with regular portfolio reviews.

Ethan Miller is a CFP® with nine years of industry experience and the sole advisor at Planning for Progress in Silver Spring, MD. His prior work includes roles at the Department for Professional Employees, AFL-CIO, and Jobs With Justice. He also serves as finance and operations director for IFPTE Local 70, a Washington, DC-based union, managing its financial operations on a part-time consulting basis. Planning for Progress serves middle- and upper-middle-income individuals and families, as well as small businesses, nonprofits, and employer plan sponsors. The firm offers comprehensive and project-based financial planning, investment management, and retirement plan consulting, using diversified, long-term asset allocation strategies tailored to clients’ goals and values.

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.

Marianne Mattran is a CFP® with 22 years of industry experience, currently serving as an advisor at Foundry Wealth Advisors, LLC since 2019. Her prior roles include positions at Ms Howells & Co, Jemma Financial Services (doing business as Foundry Wealth Advisors), Realta Investment Advisors, Inc., and Truist Investment Services, Inc. Outside of advisory work, she holds a life insurance producer license and owns Matador Holdings, LLC, an advertising business. Foundry Wealth Advisors is an SEC-registered firm that serves individual and high-net-worth clients, offering portfolio management and comprehensive financial planning services. The firm utilizes model portfolios tailored to client risk profiles and specific needs, managing approximately $163 million across a four-advisor team.

Laura Walsh is a financial advisor at Theus Wealth Advisors with 11 years of industry experience. She holds a Series 65 designation and has worked at Marathon Financial Group, LLC since 2014 while also maintaining a long-standing role at Walsh & Company, P.A. since 1997. Theus Wealth Advisors is a small supported advisory firm serving individual and high-net-worth clients through personalized financial planning and consulting. The firm acts as a co-advisor to third-party asset managers, focusing on mutual funds and exchange-traded funds, and offers educational seminars and workshops as part of its client outreach.

Shaun Eddy is a CFP® professional with 32 years of industry experience, currently serving at Oxford Planning Group, LLC since 2017. Prior to this, he worked at Strategic Wealth Management Group for 16 years. Oxford Planning Group provides investment advisory services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages discretionary and non-discretionary accounts and offers customized portfolios using fundamental and technical analysis, with an emphasis on retirement plan consulting and participant education.

Daniel Cohen is a financial advisor at Macroview Investment Management LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Absolute Investment Management, LLC since 2010. Macroview Investment Management serves individuals, corporations, non-profits, and pension and profit-sharing plans with discretionary investment management, financial planning, and retirement plan consulting. The firm uses a top-down, macroeconomic investment approach combined with fundamental, technical, cyclical, and charting analysis to manage diversified portfolios, often incorporating third-party managers when appropriate.

Jeremy Reed is a CFP® professional with 15 years of industry experience, currently serving at GLR Partners in Columbia, MD. His background includes roles at UBS Financial Services, Morgan Stanley, and Black Ink Wealth Management. Outside of advisory work, he is an owner of a real estate business, PRRV Development LLC. GLR Partners provides personalized financial planning and investment advisory services to individuals and entities such as family offices and qualified retirement plans. The firm employs a client-specific investment process focused on fundamental research and offers both discretionary and non-discretionary portfolio management.

Amanda Piper is a CFA® charterholder and holds a Series 66 license with 16 years of experience in the financial services industry. She has worked with Raymond James Financial and Wagener-Lee, LLC since 2010 and Financial First Advisors, Inc. since 2026. Wagener-Lee, LLC provides individualized financial planning and consultation to individuals and families covering portfolio analysis, retirement, tax and estate planning, employee benefits, and insurance. The firm offers written financial plans following an initial complimentary consultation and operates on a noncustodial, non-discretionary basis without participating in wrap-fee programs.

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.

Yuanyuan Yang is a financial advisor with Return on Life Wealth Partners in Baltimore, MD, holding a Series 66 designation and 13 years of industry experience. Yang has worked at LPL Financial since 2012 and is also involved with Planned Financial Services and 401(k) Prosperity. Return on Life Wealth Partners provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a values-driven, holistic planning process that integrates investment, risk management, and legacy strategies with client goals and offers a range of fee arrangements and specialized services.

Elizabeth Brennen is a CFP® professional with 33 years of industry experience, currently serving at A.G. Campbell Advisory, LLC. Her prior roles include positions at Harbor Investment Advisory LLC and Deutsche Bank Securities Inc. Since 2016, she has been Treasurer and a member of the Investment Committee at St. Thomas' Episcopal Church and holds several leadership roles on Hood College’s Board of Trustees. A.G. Campbell Advisory provides investment management, financial planning, and family office services to individuals, high-net-worth families, and institutions. The firm manages diversified portfolios using asset allocation and combines fundamental and technical analysis, offering tailored discretionary and non-discretionary solutions.

Mark Scott Sr. is a financial advisor at A.G. Campbell Advisory, LLC in Baltimore, MD, holding Series 63 and Series 66 designations with 14 years of industry experience. He has been with A.G. Campbell Advisory since 2012. A.G. Campbell Advisory provides investment management, financial planning, access to third-party managers, and family office services to individuals, high-net-worth families, and institutional clients. The firm combines portfolio construction, ongoing monitoring, and manager selection, managing approximately $403.9 million for 61 clients with a focus on diversified asset allocation and both fundamental and technical analysis.

Michael Shipley is a CFP®-certified financial advisor with Raymond James Financial in Columbia, MD, bringing 27 years of industry experience. He has been with Raymond James since 2009 and is also associated with Wagener-Lee LLC, where he provides financial and tax planning services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and a broad affiliate network, emphasizing advisory services with client-directed decision-making.

Justin Roudiez is a CFP® and ChFC® with 16 years of industry experience. He is currently with White Oak Wealth Management, operating under Oakmont Wealth Advisory, where he has worked since 2019. His prior experience includes roles at Northwestern Mutual Wealth Management Company and affiliated entities from 2008 to 2017. Oakmont Wealth Advisory, doing business as White Oak Wealth Management, provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and charitable organizations. The firm employs a range of investment vehicles and strategies, including borrowing and derivatives within separately managed accounts, and integrates financial planning with portfolio management.

Endrit Lloshi is a financial advisor with Wealthy & Wise Family Office in Columbia, MD, holding Series 65 and Series 63 designations and eight years of industry experience. Prior to his advisory career, he worked for five years at Aldo's Restaurant. Wealthy & Wise Family Office provides fee-only wealth management and investment advisory services to individuals, small business owners, professionals, and various institutions, using a discretionary approach focused on long-term wealth preservation, steady growth, and global diversification. The firm offers comprehensive financial planning, family office consulting, and educational seminars.

Timothy Mudd is a financial advisor at Pointer Financial Advisors LLC with 26 years of industry experience. He holds a Series 65 designation and previously worked at Chesapeake Financial Advisors for 24 years before joining Pointer Financial Advisors. Pointer Financial Advisors serves individuals, trusts, estates, charitable organizations, family businesses, and plan sponsors by providing discretionary investment management and bundled wealth management, including financial planning. The firm customizes portfolios based on client objectives and risk tolerances, uses fundamental analysis for security selection, and conducts ongoing account reviews considering factors such as time horizon and tax situation.

Steven Gessner is a CFP® professional with over 31 years of experience in the financial industry. He has worked at firms including United Planners' Financial Services of America and Cambridge Investment Research. He is also an independent insurance agent. He is affiliated with WPG Advisers, LLC, which serves individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs a multifaceted investment approach using fundamental, technical, and cyclical analysis, applying a variety of investment vehicles and incorporating artificial intelligence tools for analysis and oversight.

Finnian Devine is a financial advisor at Marks Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Marks Wealth Management, he worked at Advarra, Inc and Stella Notte. Marks Wealth Management provides comprehensive wealth management and investment advisory services primarily to individual clients and related entities. The firm manages portfolios on a discretionary basis using a global allocation approach that incorporates both fundamental and technical analysis.