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.

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.

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 with Legacy Financial Advisors in Towson, MD, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior experience includes roles at PKS Securities, Cetera, and Avantax Advisory Services. Outside of advisory services, he is president of ZAG Consulting Group, LLC, 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 featuring strategic asset allocation, diversification, and regular portfolio evaluations, with a focus on retirement plan fiduciary services and business consulting.

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.

Jon Snyder is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hergenroeder Financial Advisors, Inc. since 2021. His prior experience includes roles at LPL Financial LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Hergenroeder Financial Advisors serves individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm employs a blend of active and passive investment strategies with tactical risk management tools, managing approximately $305 million in client assets.

Kyle Fishler is a financial advisor at Foundry Wealth Advisors, LLC with seven years of industry experience. He has held roles at Foundry Wealth Advisors since 2017 and previously worked at Penn Mutual Life Insurance. Additionally, he is a Maryland-licensed producer of fixed life, health, and long-term care insurance. Foundry Wealth Advisors serves individual and high-net-worth clients, providing portfolio management and comprehensive financial planning services. The firm manages approximately $163 million for about 66 clients, using model portfolios tailored to client risk profiles and specific financial situations.

Brian Grigg is a CFP® and ChFC® with 10 years of industry experience. He is the principal advisor at Grigg Financial, LLC in Timonium, MD, and has also served as an investment adviser representative at Foundations Investment Advisors, LLC since 2016. Outside of his advisory roles, he works as an independent insurance agent offering fixed annuities, life insurance, and long-term care products. Grigg Financial, LLC provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm utilizes model portfolios and third-party sub-advisers for investment implementation, offering a range of investable instruments including equities, fixed income, derivatives, and structured products.

Ellwood Derricks is a financial advisor at Partnership Wealth Management with 28 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining Partnership Wealth Management in 2016, he worked at LPL Financial for 11 years and briefly at Financial Advocates Investment Management. Derricks is the president of the board for Paws for a Cause, Inc., a nonprofit he founded to support local animal charities, and he serves as volunteer treasurer for FreeState, a nonprofit providing education and legal services for the LGBT community. Partnership Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm manages portfolios on a customized, discretionary basis using various analytical methods and offers tailored financial planning with assets held by qualified custodians.

Eric Bowser is a financial advisor at Safe Harbor Retirement Planners with nine years of industry experience. He holds a Series 65 designation and has worked with Asset Management Services, Inc., WealthMax Advisors, LLC, and has a long-term association with Safe Harbor Financial Group, LLC. In addition to his advisory role, Bowser is involved with Harford Community College in a non-investment capacity. Safe Harbor Retirement Planners provides discretionary asset management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients. The firm employs a globally diversified investment approach primarily using low-cost index ETFs and individual equities, with ongoing monitoring and tailored allocation strategies.

Jeffrey Venables is a financial advisor at Garritt Financial Solutions LLC with one year of industry experience. He holds a Series 65 designation and has worked at Venables Financial Solutions, LLC since 2024. In addition to his advisory role, Mr. Venables has been a teacher at Rock Hill Schools since 1995. Garritt Financial Solutions provides financial planning and investment management primarily to individual clients and employer retirement plans. The firm employs a passive investment approach using low-cost index funds and ETFs and offers comprehensive planning services on a fee-only basis.

Christopher Benson is a PFS™ credentialed advisor with 12 years of experience, currently serving at L. K. Benson & Company, P.C. since 2009. He works at a small firm based in Jarretsville, MD, focused on financial planning and portfolio management. L. K. Benson & Company serves individuals and high-net-worth families by combining financial planning and discretionary portfolio management with tax planning, tax preparation, and accounting services. The firm emphasizes asset allocation and diversification, regularly supervises portfolios, and integrates in-house tax and accounting expertise to support customized client objectives.

Jason Nazelrod is a CFP® professional with 29 years of industry experience. He has been with Nazelrod & Associates Financial Services, Inc. since 2000 and also maintains affiliations with LaSalle St. Securities, LLC and Nazelrod & Associates Tax & Consulting, LLC. His background includes tax and accounting services through a related firm. Nazelrod & Associates Financial Services, Inc. provides investment advisory and financial planning primarily to individual clients and trusts, including both high-net-worth and non-HNW households. The firm offers a wrap-fee program that integrates portfolio management with tax, estate, and insurance planning, employing a top-down asset allocation approach across multiple asset classes.

John Voight is a financial advisor at CJC Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at First Financial Group. In addition to his advisory role, Voight is a licensed insurance agent. CJC Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $122 million across four advisors. The firm uses fundamental and quantitative analysis coupled with modern portfolio theory to create diversified portfolios aligned with clients’ goals and risk tolerances.