Eric Dallavalle is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously operated Dallavalle Financial from 2015 to 2022 and has been with Founders Financial Securities since 2012. Outside of his advisory role, he serves as Treasurer for the Rotary Club of Carroll Creek’s Tour de Frederick community event. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and integrates advisory, brokerage, and insurance services through various programs and third-party sub-advisors.

Augustus Martz is a financial advisor with OneSeven, holding a Series 66 designation and 17 years of industry experience. He has worked at firms including Truist Advisory Services and M&T Securities. Martz is the owner of Martz Financial, a DBA under OneSeven. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios and offers both discretionary and non-discretionary arrangements.

Steven Switlick is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. He has been with Lombard Advisers since 2000 and Lombard Securities since 1999. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs and uses a combination of fundamental, technical, charting, and cyclical analysis to construct and monitor portfolios.

Ryan Timmins is a Series 65-licensed advisor with Independent Wealth Network, Inc. in Frederick, MD, with three years of industry experience. He has worked with Evergreen Financial Group, LLC (formerly Holt Advisory Group) and Holt Advisory Group. Independent Wealth Network, Inc. serves individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and advisory support, employing a range of strategies including fundamental and technical analysis, options, and third-party model portfolios tailored to client goals.

Thomas Sarkes is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Wells Fargo Clearing, Purshe Kaplan Sterling Investments, and T Rowe Price. Integrated Advisors Network is an SEC-registered multi-team investment adviser offering portfolio management, financial planning, and consulting services to a diverse client base that includes individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a mix of fundamental and quantitative strategies, incorporating third-party sub-adviser platforms and private fund investments as part of its tailored client solutions.

Erik Holt is a financial advisor with Independent Wealth Network, Inc. He holds a Series 66 designation and has 21 years of industry experience. His prior roles include positions at Emerson Equity LLC, Brokers International Financial Services, LLC, and Broker Dealer Financial Services/IAC. Holt is also involved in managing a fixed insurance business focused on life, disability, and health insurance. Independent Wealth Network serves a diverse client base including individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm combines fundamental and technical analysis with various trading strategies and access to third-party managers to tailor investment approaches according to client goals and risk tolerances.

Tiffany Amspacher is a financial advisor at Founders Financial Securities LLC with a Series 66 designation. She joined the firm in 2024 and has prior experience in various roles including hospitality and education. Outside of advising, she works part-time as a golf cart bartender and a catering bartender. 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 other services through various programs and sub-advisory relationships.

Emmett Stewart is a CFP® with 16 years of industry experience, currently serving at Wedmont Private Capital. He has previously worked at Facet Wealth and Charles Schwab. Outside of financial advising, he was involved with Monster Brazilian Jiu Jitsu for five years. Wedmont Private Capital offers financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans. The firm uses a fixed advisory fee model and employs a primarily passive, tax-aware investment approach supplemented by selective specialized strategies for qualified clients.

David Latch is a CFP® and holds a Series 65 license with 15 years of industry experience. He has worked at Royal Fund Management, LLC since 2013 and was previously with Frederick Tax Pros from 2015 to 2019. Outside of his advisory role, he serves as president and insurance agent at Liberty Insurance, LLC, an independent insurance agency where he assesses client needs for life, disability, annuity, and long-term care insurance. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm provides portfolio management, financial planning, and pension consulting, employing a range of investment strategies with regular portfolio monitoring aligned to documented risk tolerances.

Karl Korade is a financial advisor with Advisory Services Network and holds the Series 63 and Series 65 designations. He has 32 years of industry experience, including prior roles with Arbor Point Advisors and Securities America, Inc. In addition to his advisory work, he owns a CPA and CDFA practice providing accounting and tax services to small businesses and individuals. Advisory Services Network offers investment advisory and planning services through a network of independent representatives serving individuals, families, corporations, and retirement plans, employing a range of strategies and investment products tailored to client objectives and risk tolerances.

Alvin Arunkumar is a financial advisor with OneSeven, holding Series 63, 65, and 66 licenses and eight years of industry experience. His work background includes roles at Deloitte, Truist Investment Services, and Merrill. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm follows a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and access to alternatives and private placements when appropriate.

Marc Magas is a financial advisor at Tucker Asset Management LLC with a Series 65 designation and two years of industry experience. He has previously worked at Magas Advisory Group and held roles at LGO Hospitality and Aerotek. Marc is also involved with Magas Advisory Group, dedicating time monthly to this investment-related activity. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macroeconomic asset-allocation approach, integrating a variety of growth, fixed-income, and alternative investment strategies.

Thomas Senseney Jr. is a financial advisor with Founders Financial Securities LLC in Frederick, MD, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory work, he serves as a board member of the Thunderbolt Foundation and is a recreational musician. Founders Financial Securities 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, financial planning, retirement consulting, and access to third-party asset managers, utilizing a variety of investment programs and a combination of advisory, brokerage, and insurance services.

Eric Meushaw is a CFP® professional with 23 years of industry experience, currently serving at Integrated Advisors Network LLC. He has been affiliated with Integrated Advisors Network and DFPG Investments, Inc. since 2015 and has led Financial Foundations, Inc. since 1998. In addition to his advisory roles, he owns and manages a consulting firm, H&M Strategic Consulting, LLC. Integrated Advisors Network is an SEC-registered multi-team adviser providing portfolio management, financial planning, and consulting services to a diverse client base, including individuals, trusts, estates, and corporate entities. The firm employs a range of investment strategies and frequently utilizes third-party sub-advisers while overseeing portfolio management and rebalancing.

Patrick Chitwood is a financial advisor at Arkadios Wealth Advisors with over 46 years of industry experience. He holds the ChFC® and Series 63 designations and has a work history spanning several firms, including Triad Advisors and Acg Wealth, Inc. Since 2001, he has also operated his own advisory businesses, Chitwood Advisory Group and Chitwood Wealth Management. 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, third-party money managers, and financial planning. The firm supports discretionary account management with an internal portfolio team that employs fundamental, technical, and cyclical analysis, and offers retirement plan consulting with fiduciary oversight.

Bryce Redding is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and beginning his career in 2026. Prior to joining the firm, he served one year in the Pennsylvania State Senate and has experience working in education and youth fitness organizations. He is also involved with United Athletics Tumbling & Youth Fitness, a role he has held since 2019. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of advisors managing approximately $4.1 billion in assets. The firm offers a range of advisory platforms and services, including managed portfolios, retirement guidance, and 1031 exchange consulting, while delegating investment decisions to its advisers under various models and third-party manager access.

Kristi Bledsoe Henry is a CFP® professional with one year of experience, currently serving as a financial advisor at Creative Planning. She previously worked at Chevy Chase Trust Company for ten years in various roles. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Courtney Abrecht is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked at Truist Advisory Services since 2021 and previously held positions at BB&T Investments and BB&T Securities. Outside of her advisory role, she serves as a board member and treasurer for her local homeowners association in Frederick, MD. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platform and manager arrangements.

Justin Byram is a CFP®-certified financial advisor with six years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Lighthouse Wealth Management, Bank of America, Merrill, and RSM. He serves as Vice President at Wealth Enhancement Group in New Market, MD. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm utilizes a diversified, risk-class based investment approach blending passive and active management, supported by internal investment oversight and multiple program options.

Jason Nichols is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Jason Nichols Financial, Inc. and Global Financial Private Capital, LLC. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.