Christopher Thomas is a CFP® with 23 years of industry experience, currently serving as an advisor at Macroview Investment Management LLC since 2018. His prior experience includes roles at Planning Solutions Group, LLC and Triad Advisors, Inc. He serves as treasurer and board member of the National Capital Chapter of the Society of Financial Service Professionals. MacroView Investment Management serves individuals, corporations, non-profits, and retirement plans with discretionary investment management, financial planning, and sub-advisory services. The firm employs a top-down, macroeconomic investment approach using diversified strategies and partners with Zoe Financial to support administrative functions and smaller accounts.

Wayne Lavallee is a CFP® and ChFC® with 29 years of industry experience. He is currently with GLR Partners in Columbia, MD, where he serves as Managing Partner and Director of tax estate planning and co-head of wealth management. Prior to joining GLR Partners, he worked at UBS Financial Services for 10 years. GLR Partners provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as entities such as family offices, trusts, and private foundations. The firm’s investment approach is based on client-specific financial analysis and fundamental research, offering a broad range of investment instruments and detailed performance reporting.

Philip Huber Jr. is a CFP® professional with 27 years of experience in the financial industry. He has worked at Huber, Weakland & Assoc, Inc. since 1999. HWA Financial Group is a small advisory firm managing approximately $295 million for about 167 clients, primarily high-net-worth individuals. The firm offers discretionary portfolio management, financial planning, investment consulting, and ERISA Section 3(21) retirement plan services, employing a range of asset-allocation strategies across various investment vehicles.

Sherif Othman is a financial advisor at Poise Investment Advisors, LLC with four years of industry experience. He holds a Series 65 credential and previously operated SO Financial Consultants from 2018 to 2021. Before his advisory career, he worked at Green Company For Export, Import and Trading Agencies. Poise Investment Advisors is an investment manager that provides discretionary investment management, wealth management, financial planning, consulting, and educational workshops. The firm employs an asset-allocation strategy based on macroeconomic analysis and utilizes tools such as derivatives and tactical timing in portfolio management.

Matthew Klein is a CFP® and CFA® with 19 years of industry experience. He has worked at Merrill and Bank of America before joining Lee, Kelleher & Klein Wealth Management in 2026. Lee, Kelleher & Klein Wealth Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, estates, trusts, and charitable organizations. The firm applies fundamental security analysis alongside modern portfolio theory to manage accounts with a combination of long-term, short-term, income, and hedging strategies.

Joshua Malnik is a financial advisor at Malnik Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, TD Ameritrade, and The Retirement Group LLC. In addition to advisory work, he is also licensed to sell fixed and traditional insurance products. Malnik Wealth Management, LLC provides personalized asset management primarily to individual clients and their families, focusing on retirement preparation and ongoing portfolio management. The firm employs fundamental analysis and proprietary allocation models to build portfolios using individual equities and income-oriented ETFs, combining active and passive strategies according to client goals.

Hossameldin Abdelkarim is a financial advisor at Poise Investment Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Poise Investment Advisors since 2021. Prior to this, he was employed at HSBC Egypt from 2014 to 2017 and currently operates Hossameldin Abdelkarim PLLC, providing legal services as an attorney. Poise Investment Advisors offers discretionary investment management and wealth-management services, focusing on an asset-allocation approach driven by macroeconomic analysis. The firm provides financial planning, consulting, and educational workshops, utilizing tools such as options and derivatives, and emphasizes in-house research and public client education.

William Berger is a financial advisor with White Oak Wealth Management in Columbia, MD, holding a Series 65 designation and 13 years of industry experience. He previously worked at Oakmont Wealth Advisory, LLC from 2019 to present and Great Lakes & Atlantic Wealth Management from 2016 to 2018. Berger is also the owner of White Oak Wealth Management, LLC, an entity with partial ownership of Oakmont Wealth Advisory, LLC. White Oak Wealth Management serves individuals, including high net worth clients, as well as trusts, estates, and charitable organizations, providing discretionary portfolio management, integrated financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach that incorporates fundamental, technical, quantitative, charting, and cyclical analysis and uses borrowing, leverage, derivatives, and alternative investments within separately managed accounts when appropriate.

Edward Wuenschell is a financial advisor at World Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with World Capital Advisors since 2011. In addition to his advisory role, he is the owner of FW Benefit Professionals, LLC, a firm specializing in employee benefits and retirement plan advisory services. World Capital Advisors provides investment advice, asset management, and fee-based financial planning to individuals, trusts, pension plans, and corporate clients. The firm uses a combination of third-party managers and proprietary analysis to implement client strategies and offers a range of planning services including estate, retirement, and business succession planning.

Catherine Jackson is a CFP® and holds a Series 66 license with nine years of industry experience. She has been with Marks Wealth Management since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Marks Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm provides comprehensive wealth management services, combining financial planning, consulting, and discretionary portfolio management with a focus on actively managed, globally allocated portfolios primarily using ETFs.

Daniel Pereira is a CFP® with 10 years of industry experience, currently serving as an advisor at Hwa Financial Group. His prior experience includes roles at Bank of America, Merrill, WMS Partners, and Royal Alliance Associates. Hwa Financial Group serves individual clients, including high-net-worth households, offering discretionary portfolio management, financial planning, investment consulting, and retirement plan services. The firm employs a diverse investment approach utilizing individual securities, mutual funds, ETFs, and independent managers, with portfolios typically managed on a discretionary basis.

De Huang is a financial advisor at The J.O. Johnson Group Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade Investment Management, Scottrade, Merrill, and TEKsystems. In addition to his advisory role, he works as a quality assurance analyst for Apex Funder Trading, a proprietary trading firm that funds futures traders. The J.O. Johnson Group provides advisory services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combined approach of technical charting, fundamental and quantitative analysis, and modern portfolio theory, managing portfolios across a range of asset classes and utilizing options strategies on a discretionary basis.

Brendon Worst is a CFP® with four years of industry experience, currently serving at Cedar Spring Advisors, LLC. He has previously worked at Northrop Grumman and Freshly, Inc., and holds a Series 65 license. He is also involved with Halcyon Financial as an insurance agent. Cedar Spring Advisors serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm manages approximately $169 million in assets and employs a range of investment strategies tailored to client goals and risk tolerance.

Bradford Yeakle is a financial advisor at MY Wealth Management, Inc. with eight years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining MY Wealth Management in 2024, he worked at T. Rowe Price from 2018 to 2024 and also has experience at West Virginia University. MY Wealth Management, Inc. provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages client portfolios using a variety of securities and employs a mix of fundamental, technical, quantitative, and qualitative analysis tailored to each client’s goals and risk tolerance.

Genti Cici is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He is the founder of StandUP Advisors, where he has served as a fiduciary advisor since 2017. In addition to his work at StandUP Advisors, he provides financial planning and fiduciary advice to clients through an independent contractor relationship with InvestEd. StandUP Advisors is a fee-only fiduciary firm serving individuals, families, trusts, estates, and charitable organizations. The firm uses a customized, goals-based process and manages assets on a discretionary basis with a broadly diversified, ETF-style global investment approach, offering both all-ETF core strategies and core-satellite options.

Micah Patashnik is a CFP® with 13 years of industry experience, currently serving at Macroview Investment Management LLC. He has worked at Absolute Investment Management since 2012. Macroview Investment Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, corporations, non-profits, and pension and profit-sharing plans. The firm employs a top-down, macroeconomic investment approach and manages portfolios with diversified strategies that may include third-party managers.

Richard Gaige is a CFP® with 24 years of industry experience, currently serving as managing partner and Co-CEO at GLR Partners. His career includes roles at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, Legg Mason Wood Walker, and Merrill. GLR Partners provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals, including high net worth clients, as well as entities such as family offices and private foundations. The firm uses fundamental research to build long-term portfolios and may incorporate a range of investment instruments tailored to client goals and risk tolerance.

Andrew Magdar is a Series 65-licensed advisor at White Oak Wealth Management in Columbia, MD, with less than one year of industry experience. His prior work includes roles in banking and the hospitality sector, as well as being a full-time student. White Oak Wealth Management serves individuals, trusts, estates, and charitable organizations, managing approximately $124.2 million in discretionary assets. The firm employs a blend of fundamental, technical, and quantitative analyses to create tailored investment plans and utilizes discretionary management with diverse investment vehicles, including the use of leverage and derivatives where appropriate.

Gary Klaben is a ChFC® with over 32 years of industry experience. He has been with Coyle Financial Counsel, Inc. since 1988 and currently serves as its president. Outside of his advisory role, he is involved in managing several business ventures including a publishing company, business-to-business services, a farm-to-consumer enterprise, and coaching entrepreneurs. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities by providing discretionary and non-discretionary asset management, wealth advisory, financial assessment, and project-based services. The firm utilizes a combination of tactical and strategic asset allocation alongside fundamental, quantitative, and technical analysis, offering a range of investment options including individual securities, mutual funds, ETFs, pooled vehicles, and third-party managers.

Gary Williams is a CFP® with 32 years of experience in the financial industry. He is a founding member of Williams Asset Management and previously worked at Commonwealth Financial Network and Ameriprise. Williams is the author of the book "Art of Retirement" and holds several nonprofit board roles, including chairing the investment committee at the Y of Central Maryland and serving on the Mount St. Joseph High School Investment Committee. Williams Asset Management provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a range of investment strategies including fundamental and quantitative analysis, long-term trading, and options, with portfolios tailored to client risk tolerance and time horizon.