Michael Ausherman Jr. is a financial advisor with Milestone Asset Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 18 years of industry experience. He has held roles at Alphastar Capital Management, Brookstone Capital Management, Legacy Capital Planners, and Ausherman Financial Group, which he owns and operates as a separate insurance sales business. He is also involved in financial planning and income tax preparation through Legacy Capital Planners. Milestone Asset Management provides discretionary asset management and modular financial planning primarily to individual clients, including high-net-worth households, as well as trusts, estates, and business entities. The firm employs a blend of tactical and strategic investment approaches using firm-developed and third-party model portfolios, sub-advisers, and derivative-based strategies.

Thomas Pignone is a financial advisor at Turning Point Financial with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Turning Point Financial and its affiliated entities since 1994. Prior to his current role, he worked at Cambridge Investment Research Advisors Inc. for six years. Turning Point Financial serves individual and family clients, business owners, and retirement plan clients with financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting services with its fiduciary planning process and uses third-party sub-advisers alongside ongoing portfolio monitoring and annual client reviews.

Sandeep Saini is a CFP® professional with one year of experience at PlanVest Financial, Inc. Prior to joining PlanVest, he worked for 22 years with the US Public Health Services and FDA and was involved with SSI Education DBA The Goddard School. PlanVest Financial, Inc. primarily serves individual and high-net-worth clients, providing wealth planning, financial planning, and investment management through a team of six advisors managing approximately $176 million. The firm customizes portfolios using a mix of analytical approaches and offers multiple engagement models, including a unique wrap fee program and a dedicated federal-employee planning service.

Brian Williamson is a financial advisor at Veridian Capital Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services. Outside of his advisory role, he is the principal of Estate Legal Services, LLC, providing legal estate planning and probate services, and serves as a board member and treasurer for the District of Columbia Arts Center, a nonprofit promoting visual and performing arts. Veridian Capital Partners is a team-based registered investment adviser serving individuals, trusts, estates, and business clients with discretionary portfolio management, financial planning, and retirement consulting. The firm employs a multi-method investment approach that includes qualitative, quantitative, and technical analysis across a broad range of strategies.

Kurt Lalomia is a Certified Financial Planner® with 33 years of industry experience. He has been with Turning Point Financial since 2019 and previously worked at Cambridge Investment Research and Janney Montgomery Scott. In addition to his advisory role, Lalomia is an independent insurance agent representing various companies. Turning Point Financial serves individual and family clients, business owners, and retirement plans by providing financial planning, discretionary investment management, tax and accounting services, business valuation, and insurance recommendations. The firm employs a team-based, fiduciary approach that integrates behavioral and financial risk profiling with customized and model portfolio solutions.

William Heil is a financial advisor at Turning Point Financial in Frederick, MD, holding CFP® and Series 66 credentials with 15 years of industry experience. He previously worked for Klauenberg Retirement Solutions for 12 years and has served as treasurer of Rosebud Gun Club, Inc., a nonprofit social club, on a volunteer basis. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and certain retirement plan clients, providing financial planning, discretionary investment management, tax and accounting services, business valuation, and insurance product recommendations through a team-based fiduciary planning process.

Josephine Bojang is a financial advisor at Axiom Value Wealth Management LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Truist Investment Services and Securities America, Inc. She is also the founder and president of Axiom Value, LLC, an investment, insurance, and retirement planning firm. Axiom Value Wealth Management LLC serves individual and high-net-worth clients through a small team, providing portfolio management, financial planning, and retirement education. The firm’s investment approach integrates fundamental and quantitative methods and offers both discretionary management and educational workshops.

Ryan Klinger is a financial advisor with Lafayette Investments, Inc. in Ashton, MD, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Lafayette Investments since 2005. Lafayette Investments is a SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charities, and business entities with discretionary portfolio management. The firm employs a long-term, low-turnover investment approach focused on fundamental and qualitative security analysis, managing portfolios that include equities, fixed income, mutual funds, and ETFs.

Mark Hughes is a financial advisor at Lafayette Investments, Inc. with 32 years of industry experience. He holds a Series 65 designation and has been with Lafayette Investments since 2005. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm emphasizes fundamental and qualitative security analysis, mutual fund and ETF due diligence, and a long-term, low-turnover investment approach.

Richard Andrews is a financial advisor with Advocate Investing Services, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Advocate Investing Services since 2016 and has been associated with LPL Financial since 2005. Advocate Investing Services is a team-based registered investment adviser managing approximately $154 million for about 211 clients, including individuals, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and risk tolerance, utilizing fundamental and technical analysis, and discloses the use of derivatives such as options and futures within separately managed accounts.

Sean Flynn is a CFP® and CFA® credentialed advisor with three years of industry experience. He is currently with PlanVest Financial, Inc. and previously worked at Knollwood Investment Advisory and PNC Bank. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients, offering comprehensive wealth planning and investment management through various engagement models. The firm customizes portfolios using a combination of fundamental, technical, cyclical, and charting analyses, and manages approximately $176 million for about 300 client relationships.

Sarah Hofman is a financial advisor at Veridian Capital Partners with nine years of industry experience. She holds the Series 66 designation and has worked with firms including Brian L. Runkles Inc. and Ameriprise Financial Services. Hofman has been with Veridian Capital Partners and Purshe Kaplan Sterling Investments since 2021. Veridian Capital Partners is a team-based registered investment adviser serving individuals, trusts, estates, and business clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach incorporating qualitative, quantitative, and technical analysis across a broad range of strategies, including the use of derivatives within separately managed accounts.

Momodou Bojang is a financial advisor at Axiom Value Wealth Management LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at USAdvisors Wealth Management and Securities America Advisors. Bojang is also the founder and CEO of Axiom Value LLC, an investment, insurance, and retirement planning business. Axiom Value Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients through a small team of advisors. The firm employs a combination of fundamental and quantitative investment methods and offers retirement-focused education through workshops and webinars.

Michael Mattison is a financial advisor at PlanVest Financial, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanVest Financial since 2018, with previous experience at LPL Financial and Purshe Kaplan Sterling Investments. PlanVest Financial, Inc. serves individual and high-net-worth clients with wealth planning, financial planning, and investment management across various account types. The firm employs a comprehensive approach including fundamental and technical analysis, offering multiple engagement models and managing discretionary and non-discretionary portfolios.

Cornell Abod is the principal of Beacon Investment Advisors LLC in Gaithersburg, MD, holding a Series 65 designation and with 22 years of industry experience. He has been with Beacon Investment Advisors since 2003 and also owns C.P. Abod & Co., LLC, an accounting services firm, and Beacon RPC, LLC, a retirement plan consulting company. Mr. Abod dedicates a significant portion of his time to accounting and retirement plan consulting activities. Beacon Investment Advisors provides wealth management and discretionary portfolio management services to individuals, families, trusts, estates, corporations, and retirement plans. The firm’s investment approach centers on customized asset allocation guided by fundamental analysis and includes a range of securities and strategies tailored to client needs.

Dane Grouell is a financial advisor with Turning Point Financial, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Apex Retirement Advisors, DRS Wealth Management, and Paulson Investment Advisors. Outside of his advisory work, he serves as Secretary and Board Member of Tualatin Valley Playschool, a nonprofit preschool in Tigard, Oregon. Turning Point Financial is a team-based firm serving individuals, families, business owners, and retirement plan clients with financial planning, discretionary investment management, and related services. The firm integrates tax and accounting capabilities alongside insurance product recommendations, utilizing third-party sub-advisers and custodial platforms for portfolio management.

Neil Kaplan is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Caitlin John, LLC and previously worked at Guardian Pointe Private Wealth Management, LLC. Outside of his advisory role, he owns and operates KIS Financial, LLC, a business focused on college funding solutions and insurance products. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions, offering investment management, financial planning, consulting, and qualified retirement plan services. The firm provides personalized investment programs through a team of registered investment adviser representatives, utilizing a range of strategies and instruments, including proprietary dynamic allocation strategies and consulting on non-traditional investments.

Brennan Gmeiner is a financial advisor at Turning Point Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Purse Kaplan Sterling Investments and Cambridge Investment Research. Outside of his advisory role, he serves on the board of directors for St. Johns Regional School and is president of a local networking group in Frederick, MD. Turning Point Financial serves individual and family clients, business owners, and certain retirement plans, providing financial planning, discretionary investment management, tax and accounting services, business valuation, and insurance product recommendations. The firm employs a team-based fiduciary planning process and integrates in-house tax and accounting capabilities alongside its investment management approach.

David Strausser is a financial advisor at Turning Point Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Merrill Lynch, ABWE, UPS, and Penn State Harrisburg. Outside of financial advising, Mr. Strausser works as a delivery subcontractor for DoorDash. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and retirement plan clients with financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting services with investment management and insurance offerings, employing a team-based fiduciary planning process.

Scott Dinn is a financial advisor with Lafayette Investments, Inc. in Ashton, MD, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Lafayette Investments since 2005. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm emphasizes fundamental and qualitative security analysis and employs a long-term, low-turnover investment approach, managing portfolios customized to client objectives and restrictions.