Herbert Wolf III is a financial advisor with Capitol Securities Management, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior firms include Raymond James Financial Services and Cantella & Co., Inc. Outside of his advisory role, he is a general partner at Wolf Realty Associates, where he manages commercial real estate. Capitol Securities Management serves individual, institutional, and corporate clients, offering portfolio management, financial planning, and consulting through its dual role as a broker-dealer and registered investment adviser. The firm delivers investment advice primarily via adviser-managed programs and separately managed accounts, supported by a clearing relationship with Raymond James.

Mark Huber Jr. is a CFP®, CFA®, and Series 66-certified financial advisor at Integrated Advisors Network LLC with 12 years of industry experience. He has previously worked at Bolder, LLC and has ongoing roles with DFPG Investments, Inc. and Financial Foundations, Inc. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and often utilizes third-party sub-adviser platforms to implement client strategies.

Cody Hobelmann is a CFP® with nine years of industry experience and is currently affiliated with EverSource Wealth Advisors, LLC. His prior roles include positions at Turning Point Financial, LPL Financial, LLC, Northwestern Mutual Investment Services LLC, and Wilmington Trust. Hobelmann is also a licensed insurance agent, selling non-variable insurance as an independent activity. EverSource Wealth Advisors serves a diverse client base, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers comprehensive wealth management, financial planning, and investment advisory services, utilizing multiple investment programs and platforms to address clients’ risk, tax, and values considerations.

John Pullaro is a financial advisor with OneSeven, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Merrill, BB&T Investments, Truist Investment Services, and International Assets Advisory. Outside of advising, he owns Lums Lane Farm, a farming business in Boonsboro, MD. 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, discretionary and non-discretionary arrangements, and access to alternative investments and third-party platforms.

Christopher Murray is a financial advisor at Inspire Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and founded Murray Financial Group, where he worked for over two decades before joining Inspire Advisors. Outside of his advisory work, he is a partner in a real estate business, Degaran, LLC. Inspire Advisors manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of portfolio construction methods, frequently utilizing sub-advisors and its own proprietary ETFs.

Veralynn Morris is a financial advisor with AdvisorNet Wealth Partners, holding Series 63 and Series 65 licenses and over 30 years of industry experience. Her prior roles include nearly two decades at Potomac Financial Services Group LLC and over a decade with Capital Portfolio Management, Inc. She also serves as a Certified Divorce Financial Analyst, providing mediation and expert witness services related to marital property. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using various asset classes and employs both discretionary and non-discretionary management approaches.

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 at OneSeven with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at Truist Advisory Services, BB&T Securities, M&T Securities, Merrill, Morgan Stanley, and Citigroup Global Markets. Martz is also the owner of Martz Financial, a business registered as a DBA under OneSeven. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with access to diversified mutual funds, ETFs, individual securities, and alternatives, and utilizes both discretionary and non-discretionary strategies.

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.

Mark Schlossenberg is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management, Freedom Financial Advisors of Maryland, and Potomac Wealth Advisors. Schlossenberg serves as a board member of Shoresh Inc., a nonprofit organization focused on building positive Jewish identity among children and their families. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes model portfolios combined with fundamental, technical, and cyclical analysis in its investment approach, offering diverse services through a broad network of affiliated offices and advisers.

Ryan Timmins is a financial advisor with Independent Wealth Network, Inc., holding a Series 65 designation and four years of industry experience. He has worked with Evergreen Financial Group, LLC and Holt Advisory Group, and previously has experience at the University of Maryland, College Park. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm’s advisers manage approximately $518 million in client assets and utilize a combination of discretionary portfolio strategies, third-party managers, and oversight of held-away accounts to align investments with client goals.

Thomas Sarkes is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Wells Fargo Clearing, Purshe Kaplan Sterling Investments, and T Rowe Price. He has also worked outside the financial industry, including a four-year period at Camp Kieve for Boys. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, employing a range of investment approaches and frequently utilizes third-party sub-advisers and managed account 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 advising at Wedmont Private Capital. His prior roles include positions at Facet Wealth and Charles Schwab. Outside of financial advising, he was involved with Monster Brazilian Jiu Jitsu from 2015 to 2020. Wedmont Private Capital offers ongoing financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm employs a primarily passive, modern portfolio theory-based approach with diversified index fund portfolios and incorporates outside managers for specialized strategies.

David Latch is a financial advisor at Royal Fund Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at Frederick Tax Pros and Liberty Insurance, LLC, where he also serves as president and insurance agent. His role at Liberty Insurance involves assessing client needs for life, disability, annuity, and long-term care insurance. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm constructs tailored portfolios using various analytical methods and strategies, manages client accounts through established Investment Policy Statements, and offers both discretionary management and held-away advice.

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 in Frederick, MD, holding Series 63, 65, and 66 licenses and having eight years of industry experience. His prior roles include positions 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 retirement-plan consulting. The firm’s investment approach is primarily long-term focused with flexibility for shorter-term trading, utilizing diversified portfolios and access to alternatives and private placements.

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 licenses and having 12 years of industry experience. He has worked at Founders Financial Securities LLC since 2016 and previously at Mass Mutual Investors Services. Outside of his advisory role, he serves on the board of the Thunderbolt Foundation and is a recreational musician. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of IARs managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and services, with investment approaches delegated to its advisers who deliver tailored portfolio management and fiduciary solutions.