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.

Bradley Clough is a financial advisor at American Financial Management, Ltd. with seven years of industry experience. He holds a Series 66 designation and has worked at a variety of firms including Janney Montgomery Scott, Purshe Kaplan Sterling Investments, and The Marshall Financial Group. In addition to his advisory role, he is an independent licensed insurance agent. American Financial Management provides discretionary investment management and financial planning services to individual clients, including both high-net-worth and non-high-net-worth households, as well as retirement plans and plan sponsors. The firm employs an individualized investment process combining multiple analytical methods and manages accounts on a discretionary basis with regular reviews and rebalancing.

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.

Tanya Rapacz is a CFP® with 17 years of experience in the financial industry. She has worked at The Advisory Group of San Francisco, LLC since 2023 and previously held roles at Arthur Stein Financial, LLC and Zeiders Enterprises. Outside of financial advising, she owns and operates The Partnership Resource, where she provides consulting on mergers, conflict resolution, and succession, and speaks and writes on these topics. The Advisory Group of San Francisco, LLC is a fee-only advisory firm serving individuals, foundations, endowments, and retirement plans. The six-advisor team manages approximately $810 million, employing a blend of modern portfolio theory, fundamental and quantitative analysis, active and passive mutual funds, and periodic portfolio rebalancing.

Roger Desai is a financial advisor with Lynx Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at several firms, including United Planners Financial Services and The Patriot Financial Group, and serves as adjunct faculty at Howard Community College. Desai is also a vice president of a local condominium association, reflecting involvement in community activities. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, manager research, and portfolio monitoring. The firm builds customized allocations typically implemented through vetted third-party managers and offers both discretionary and non-discretionary portfolio management.

Connor Wilson is a financial advisor at Elite Income Advisors, Inc. in Ellicott City, MD, holding a Series 65 designation with two years of industry experience. Prior to joining Elite Income Advisors, he worked in various roles including at CVS Pharmacy and York College of Pennsylvania. He is also an independent insurance agent based in Ellicott City. Elite Income Advisors serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm provides financial planning, discretionary portfolio management, and pension consulting, utilizing model portfolios and third-party managers while emphasizing participant education and employee communications for retirement plans.

Max Pflugrad is a Series 65-licensed financial advisor with Baltimore-Washington Financial Advisors, where he has worked since 2021. He has three years of industry experience and previously worked at Towson University and Calvert Hall High School. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs a model portfolio investment approach overseen by an investment committee and integrates financial planning with tax advisory and business-related services to a large client base through standardized, scalable processes.

Matthew Smiler is a ChFC® credentialed financial advisor with seven years of industry experience. He has worked at Baltimore-Washington Financial Advisors since 2019 and previously spent seven years at Katzabosch. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and non-profit organizations. The firm employs a team-based, holistic approach that integrates financial planning, portfolio management, tax services, and business advisory support.

William Friedrich is a CFP® professional with 13 years of industry experience. He is currently with Accelerate Retirement and has previously worked at NFP Retirement, Inc. and BlackRock. In addition to his advisory role, he is a licensed insurance agent and recommends certain insurance products on a commission basis. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term allocation approach, customizing portfolios with a range of investment vehicles while adjusting for client objectives and market conditions.