John Donohue III is a CFP® professional with 20 years of experience in financial advising, currently serving at Founders Financial Securities LLC since 2006. He holds the Series 66 designation and is based in Bel Air, MD. In addition to his advisory role, he acts as treasurer for DHT Financial Group and serves as a trustee for irrevocable trusts. 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 a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing both traditional and non-traditional delivery methods including model portfolios and co-advised private wealth solutions.

Brooks Shertzer is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and nine years of industry experience. He has been with Founders Financial Securities since 2015. Outside of his advisory role, Shertzer serves as treasurer for the Penman Aaron Committee, the Harford County Sheriff's Foundation, and Harford Family House, a nonprofit providing housing and support to families experiencing homelessness. Founders Financial Securities offers investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of advisory representatives managing around $4.1 billion in assets. The firm supports a variety of advisory platforms and emphasizes both discretionary and non-discretionary management, niche services like 1031 exchange consulting, and a subscription-based retirement guidance service.

Brian Akers is a CFP® with 34 years of experience in the financial services industry. He is currently with Arkadios Wealth Advisors and has held roles at Akers Financial Group, Inc. and Kalos Capital, Inc. Outside of his advisory work, he serves as treasurer for North Harford Baptist Church, sits on the board of the Harford Christian Educational Foundation, and hosts a weekly call-in radio show called Winning in Retirement. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, wrap programs, third-party managers, and in-house portfolio management. The firm supports customized investment planning and discretionary account management through its integrated platform and internal portfolio team.

Joseph Franco is a financial advisor at Arkadios Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Kalos Capital and Akers Financial Group, where he is involved in the sale of fixed life insurance products, annuities, and health-related insurance. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various managed account programs, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team that offers models, strategies, and trade execution across multiple asset classes, while also acting as an ERISA fiduciary for retirement plan consulting.

Bernard McVey is a financial advisor at Arkadios Wealth Advisors with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Akers Financial and Kalos Capital prior to joining Arkadios in 2022. Outside of his advisory role, he serves as treasurer on the board of the Old Timers Soccer Association of Maryland and provides IT and federal acquisition advisory services through Bernie McVey Consulting, LLC. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans through various managed account options and combines fundamental, technical, and cyclical analysis in its investment approach.

John John is a CFP® with 38 years of experience in the financial services industry. He has worked at Calton & Associates, Inc. since 2019 and previously spent 14 years at Capital Financial Services, Inc. Outside of his advisory role, he is also an insurance agent involved in the sale of indexed life insurance, annuities, disability, and long-term care insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm’s investment recommendations are customized by each advisor according to client goals and risk tolerance, with multiple program structures including firm-managed wrap programs and third-party money manager options.

Jude Kotarides is a financial advisor with CW Advisors, LLC, holding the PFS™ designation and bringing 24 years of industry experience. He previously worked at Alliant Financial Management, Inc. for 31 years before joining Congress Wealth Management LLC. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG strategies, and provides investment management, comprehensive wealth management, financial planning, and family office services.

Michael Thomson Sr. is a ChFC® credentialed advisor with Founders Financial Securities LLC in Bel Air, MD, bringing 31 years of industry experience. He has been with Founders Financial Securities since 2006. Outside of his advisory role, he is involved in managing employee benefits through HT Financial and serves as treasurer for a local political campaign. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and consulting services, utilizing multiple delivery platforms and third-party sub-advisors to provide customized investment solutions.

George Matthai is a financial advisor at Perigon Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Matthai & Associates, Inc. for over three decades. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, utilizing sub-advisors or turnkey asset management programs when appropriate, and maintains institutional relationships with multiple custodial platforms.

Timothy Owings is a financial advisor at Calton & Associates, Inc. with 17 years of industry experience. He holds the Series 66 designation and previously worked at Cetera and New Windsor State Bank. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations and multiple program structures, combining registered investment adviser and broker-dealer operations.

Gregory Kuta is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Capitol Securities Management since 2010 and was previously involved with the High Voltage Band from 2017 to 2021. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, financial planning, pension consulting, and insurance products. The firm manages assets through various programs and employs a network of investment adviser representatives who develop client-specific investment policies using a range of investment instruments.

Mark Rossbach is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Maryland Financial Group, Inc. dba Chesapeake Financial Planners, LPL Financial, MassMutual, and MetLife Securities. In addition to his advisory work, he is a licensed insurance agent involved in the sale of life, Medicare, accident, health, disability, and long-term care insurance products. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and oversight through a combination of in-house strategies and third-party managers.

Theodore Zamerski Jr. is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding the PFS™ designation and Series 63 and 65 licenses, and has 32 years of industry experience. He has been with La Salle St. Securities, Inc. for 28 years and has operated as a sole proprietor for 50 years. Outside of his advisory role, he is also a certified public accountant and owns a tax and accounting services firm, American Capital Management, Inc. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, including multi-manager solutions, and manages a significant amount of non-discretionary assets relative to discretionary assets.

Andrew Griglock is a financial advisor at Arkadios Wealth Advisors with two years of industry experience. Prior to his current role, he worked for nearly three decades with Harford County Public Schools. Outside of finance, he is a freelance musician who performs regularly in clubs and venues across Maryland and nearby states. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans delivered through various portfolio management programs, combining fundamental, technical, and cyclical investment analysis.

Gregory Hart is a financial advisor at Founders Financial Securities LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Founders Financial Securities since 2006, following a 23-year tenure at Janbar, L.L.C. Hart is also involved with DHT Financial Group, an investment advisory business. 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 brokerage and insurance services, utilizing both traditional and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

Samuel Huff is a financial advisor at Arkadios Wealth Advisors with a Series 66 designation. He has been with Arkadios Capital and Arkadios Wealth Advisors since 2022. His prior experience includes roles at Baltimore County Employees Federal Credit Union, Towson University, Harford Community College, and operating a lawncare business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, access to third-party managers, and financial planning. The firm employs fundamental, technical, and cyclical analysis and supports discretionary account management with an internal portfolio team.

Noah Akers is a financial advisor with Arkadios Wealth Advisors and holds a Series 66 designation. He has two years of industry experience and serves as a managing partner of Daniel Alan LLC, a tax preparation and accounting firm. Arkadios Wealth Advisors is a multi-team SEC-registered advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various account types and combines fundamental, technical, and cyclical investment analysis.

Cherisse Reumont is a financial advisor at First Command Advisory Services with nine years of industry experience and holds Series 63 and Series 65 licenses. Her background includes roles at the Small Business Administration and multiple First Command entities. Outside of financial advising, she works as a fragrance freelancer for Christian Dior and serves as treasurer for Channel of Grace Worship Center, overseeing its financial operations. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring model portfolios managed centrally by an Investment Management Team.

Thomas Clark Jr. is a financial advisor at Creative Planning with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lockton Companies in various capacities from 2006 to 2021. Outside of his advisory role, he consults on software through a separate business, Benetic. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Christopher Ozazewski is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Janney in 2019, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He also serves as a FINRA arbitrator in Washington, DC, dedicating time to resolving investment-related cases. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.