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.

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.

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.

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

Lisa Hergenroeder is a CFP® and ChFC® with 28 years of industry experience. She has been with Hergenroeder Financial Advisors, Inc. and LPL Financial LLC since 2003. Her background includes selling long-term care and term life insurance. 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, implementing investment strategies that combine active and passive funds, periodic rebalancing, and risk-based manager evaluation.

John Holtzman is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network and Foundation Financial Advisors since 1997. He is based in Linthicum Heights, MD. Outside of his advisory role, he is a co-owner of Kenwood Property, LLC, a residential real estate management entity. Commonwealth Financial Network supports a national network of nearly 3,000 advisors by providing technology, operations, investment management, and compliance services. The firm offers a variety of advisory programs and discretionary model portfolios while allowing advisors flexibility in constructing client portfolios.

Ryan Brady is a financial advisor at Grigg Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Grigg Financial, he worked at the Securities and Exchange Commission and has held academic positions at Anne Arundel Community College, the United States Naval Academy, and the University of Maryland Baltimore County. Grigg Financial provides financial planning and discretionary portfolio management to a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm implements client strategies primarily through model portfolios and sub-advisers, with an investment approach that includes equities, fixed income, mutual funds, ETFs, derivatives, structured products, and privately offered Delaware Statutory Trusts.

Scott Hoskins is a financial advisor with Nazelrod & Associates Financial Services, Inc. He holds a Series 66 designation and has 22 years of industry experience. Prior to his current role, he worked at LaSalle St Securities, Bank of America, and Merrill Lynch. Nazelrod & Associates provides investment advisory and financial planning services to individual clients and trusts, including both high-net-worth and non-HNW households. The firm offers a single wrap-fee program that integrates portfolio management with tax, estate, and insurance planning, using a top-down asset allocation approach implemented mainly through mutual funds and packaged products.

Vladislav Zagranichny is a financial advisor at Legacy Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Avantax Advisory Services and Cetera. In addition to his advisory role, he serves as president of Zag Consulting Group, a CPA practice providing accounting and tax services. Legacy Financial Advisors offers financial planning, investment management, retirement plan advisory, and business consulting to individuals, families, trusts, retirement plan sponsors, and business entities. The firm employs a disciplined, goals-based investment approach with strategic asset allocation, diversification, and regular portfolio reviews, serving a select client base that includes a focus on retirement plan fiduciary services.

Joseph Geld is a financial advisor at Hwa Financial Group with 11 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Hwa Financial Group in 2017, he worked at PNC Investments and PNC Bank from 2015 to 2017. Hwa Financial Group is a small advisory firm managing approximately $295 million for around 167 clients, primarily individual and high-net-worth households. The firm offers discretionary portfolio management, financial planning, investment consulting, and ERISA Section 3(21) retirement plan services, utilizing a mix of asset allocation strategies across various securities and employing both long-term and trading approaches.

Mike focuses his energy into helping clients navigate all of their financial needs. His experience includes a stint on the floor of the New York Stock Exchange, a career focused on investments at Brown Advisory and insurance at Securian Financial. During these experiences, he learned that a balanced approach and strategic financial planning is what can help clients achieve their goals. When not talking to clients or researching the next great opportunity for them, Mike & his wife enjoy quiet city living and relaxing whenever their new daughter allows. He loves playing soccer, lacrosse, golf, basketball… and really any sport. When he’s not meeting friends or family at the movies or the local watering hole, you can normally find him reading something very nerdy, like science fiction or financial science.