Laura Walsh is a financial advisor at Theus Wealth Advisors in Columbia, MD, holding a Series 65 designation with 10 years of industry experience. She has worked at Marathon Financial Group, LLC since 2014 and has been involved with Walsh & Company, P.A. since 1997. Theus Wealth Advisors provides personalized financial planning and consulting to both non-high-net-worth and high-net-worth individuals. The firm assists clients in selecting and monitoring third-party asset managers and employs fundamental, technical, and cyclical methods in constructing client strategies.

David Sitzer is a financial advisor with Financial Dimensions, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Janney Montgomery Scott and First Financial of Maryland Federal Credit Union, where he serves as Chief Investment Officer managing a substantial fixed income portfolio. He is also involved in the Financial Managers Society, Maryland chapter, contributing to organization management and event planning. Financial Dimensions LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and small businesses, employing a strategic asset-allocation approach that incorporates both index funds and selective active management. The firm is affiliated with First Financial of Maryland Federal Credit Union and offers additional services including tax preparation and insurance products.

Thomas Taylor is a financial advisor at Chesapeake Financial Advisors in Towson, MD, with 26 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Chesapeake Financial Advisors since 1998. Chesapeake Financial Advisors serves individuals, high-net-worth clients, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and family businesses, providing personalized financial planning and portfolio management. The firm employs a strategic asset allocation approach combining passive index/ETF exposures with selected active funds, stocks, and bonds, and manages approximately $263.7 million in assets with an eight-advisor team.

Jonathan Brooks is a CFP® professional at Blue Curve Advisory, LLC with one year of industry experience. He previously worked in education and insurance, and since 2023 has served as an assistant part-time swim coach with Cardinal and Gold Aquatics. Blue Curve Advisory provides discretionary portfolio management, financial planning, and standalone tax preparation to individual and corporate clients. The firm uses model portfolios and emphasizes fundamental analysis and modern portfolio theory in managing accounts.

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.

James Simmons is a CFP® and holds a Series 66 license with 28 years of experience in the financial services industry. He has worked at Purshe Kaplan Sterling Investments and The Simmons Partnership, Inc. since 2011. In addition to his advisory role, he is involved in the sales and service of fixed life insurance and annuity contracts as an insurance agent. The Simmons Partnership, Inc. advises individuals, trusts, foundations, pension plans, and corporations, serving both high-net-worth and non-HNW clients with financial planning, retirement-plan consulting, and portfolio management. The firm constructs portfolios based on client-specific asset allocation guidelines using a variety of investment vehicles and provides services on discretionary and non-discretionary bases.

Ricci Reber is a financial advisor at The Simmons Partnership, Inc. with two years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at the Public Company Accounting Oversight Board, the University of Baltimore Merrick School of Business, and the U.S. Congressional Budget Office. Outside of his advisory role, he serves as Chief Financial Officer and manager of Salt Tides, LLC, a vacation rental business in Cape Cod where he oversees financial and legal matters. The Simmons Partnership, Inc. provides personalized financial planning, investment management, and retirement-plan consulting to individuals, trusts, foundations, retirement plans, and corporate clients. The firm utilizes fundamental research complemented by technical analysis to create individualized asset allocations and offers both discretionary and non-discretionary portfolio management.

Jeremy Reed is a CFP® professional affiliated with GLR Partners and has 14 years of industry experience. Prior to joining GLR Partners in 2025, he worked for UBS Financial Services for 10 years. Outside of his advisory role, he is also the owner of a real estate business. GLR Partners provides personalized financial planning and investment advisory services to individuals, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a client-specific approach grounded in fundamental research to build long-term portfolios while allowing for shorter-term trading when appropriate.

Amanda Piper is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. She has been with Raymond James Financial since 2010 and is also involved with Wagener-Lee, LLC as a financial advisor and owner. Piper operates out of Columbia, MD. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by firm research and access to an extensive affiliate network.

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. She has been with Harbor Investment Advisory LLC since 2016. Brennen serves as Treasurer and Investment Committee member of St. Thomas' Episcopal Church and holds a Vice Chair position on the Board of Trustees and Finance Committee at Hood College. A.G. Campbell Advisory provides discretionary and non-discretionary investment management, financial planning, and family office services to individuals, high-net-worth families, and institutional clients. The firm manages diversified portfolios using asset allocation across multiple asset classes, combining fundamental and technical analysis with ongoing monitoring and manager selection.

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 at Wealthy & Wise Family Office in Columbia, MD, holding Series 65 and Series 63 licenses with 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 institutions, offering discretionary portfolio management, comprehensive financial planning, and family office consulting with a focus on long-term preservation, steady growth, and global diversification.

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.

Rebecca Hergenroeder is a CFP® and ChFC® with 33 years of industry experience. She has been with Hergenroeder Financial Advisors, Inc. since 1999 and is also affiliated with LPL Financial LLC. In addition to her advisory work, she is a commissioned notary. Hergenroeder Financial Advisors serves individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, standalone financial planning, and consulting, employing an investment approach that blends active and passive funds with tactical risk management tools.

Hi, I’m Jeremy Eppley, a fee-only financial planner and investment manager based in Maryland, serving clients virtually across the country. I specialize in helping individuals who have recently received an inheritance use their newfound wealth effectively, as well as helping families who are interested in leaving money to loved ones or charities tax-efficiently. After earning a Bachelor of Science degree in Finance from Towson University, I continued my education, earning a Master of Science in Personal Financial Planning from the College for Financial Planning. Beyond my formal education, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED PRIVATE WEALTH ADVISOR™ professional, a Chartered Financial Analyst™ charterholder, and additionally earned my AIF®, APMA®, CBDA®, CRPC®, and MPAS® designations. We serve young professionals (Gen Z, Gen Y/Millenials, and Gen X), young families, married couples, entrepreneurs, self-employed individuals, ultra high net-worth families, trusts, intergenerational families, baby boomers, entertainment industry professionals, startup founders, business owners, and small businesses. We help our clients with holistic financial planning including: retirement planning, investment planning & management, business planning, wealth management, new wealth planning, income planning, estate planning, charitable giving, portfolio management, home buying, cross-border planning, tax planning, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance), and more. We can work on an advice-only basis if desired. As a fee-only fiduciary financial planner, I enjoy helping individuals, families, and businesses by educating, advising, and preparing them for their financial futures. I hope to continue to use what I know to better the lives of others and bolster their financial confidence. I look forward to meeting you and helping you achieve your financial goals. Designations & Degrees: • CFA® – Chartered Financial Analyst™ • CFP® – CERTIFIED FINANCIAL PLANNER™ • CPWA® – CERTIFIED PRIVATE WEALTH ADVISOR™ • AIF® – Accredited Investment Fiduciary™ • APMA® – Accredited Portfolio Management Advisor™ • CBDA® – Certified in Blockchain and Digital Assets™ • CRPC® – Chartered Retirement Planning Counselor™ • MPAS® – Master Planner Advanced Studies™ • B.S., Business Administration & Investments • M.S., Personal Financial Planning