Efrata Kirose is a financial advisor at One Oak with a Series 65 designation and two years of industry experience. Prior to joining One Oak, Kirose worked at Align Impact, LLC, Working Within, Syntrinsic LLC, Syntrinsic Investment Counsel, Obermeyer Wood Investment Counsel, and Established. Outside of financial advising, Kirose owns and operates EDK Creative LLC, a graphic design and marketing services business. One Oak provides outsourced chief investment officer and customized investment advisory services primarily to institutional clients, focusing on comprehensive investment policy development, manager selection, and ongoing due diligence. The firm emphasizes an integrated OCIO approach and serves a relatively small client base with a high account threshold.

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.

Khalid Usmani is a financial advisor at One Oak with 7 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Allstate and Avantax Wealth Management. He is also president of MIU Partners LLC, an independent insurance agency specializing in property, casualty, and life insurance. One Oak provides outsourced chief investment officer (OCIO) and customized investment advisory services primarily to institutional clients such as endowments, foundations, and family offices. The firm emphasizes an integrated OCIO model with discretionary and non-discretionary management, combining various analytical techniques and ongoing due diligence.

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.

Saqib Rashid is a financial advisor at One Oak with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Inverness Capital Advisors, Blue Sand Securities LLC, and Abraaj North America. Outside of his advisory role, he is a partner at OneOak Holdings, LLC, which provides outsourced CIO and investment portfolio services to charitable foundations, and he also consults for several private equity and venture capital firms on marketing and institutional investor relations. One Oak provides outsourced chief investment officer and customized investment advisory services primarily to institutional clients such as endowments, foundations, and family offices. The firm employs an integrated OCIO model that includes policy development, asset allocation, manager selection, due diligence, and performance reporting, focusing on larger or institutional mandates with a low client-to-advisor ratio.

Jeremy Jacques is a financial advisor with Jacques Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Jacques Advisors since 2017 and is also involved with Jacques & Associates Certified Public Accountants, LLC and Jacques Financial, LLC, both since 2013. Outside of advisory work, he is associated with a certified public accounting firm. Jacques Advisors serves individual and high-net-worth clients by offering discretionary asset management, financial planning, consulting, and referrals to third-party money managers. The firm combines advisory, brokerage, and accounting services, managing approximately $86 million for about 250 clients through customized portfolios and a mix of in-house and third-party strategies.

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.

Dzhemma Menkeeva is a financial advisor at Foxman Asset Advisors Inc. with one year of industry experience. Prior to joining Foxman Asset Advisors in 2025, she worked at PJSC Rosbank for 11 years and at Suffolk University for one year. She is also an insurance agent involved in client solicitation for insurance products. Foxman Asset Advisors provides advisory services to individual investors, corporations, trusts, and foundations, offering discretionary portfolio management, financial planning, and consulting. The firm generally pursues long-term trading strategies based on fundamental analysis, modern portfolio theory, and quantitative techniques.

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 63 and Series 65 licenses and bringing 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, corporations, trusts, estates, and charitable organizations. The firm offers customized discretionary portfolio management and comprehensive financial planning, emphasizing long-term wealth 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.

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.