Dimitrios Prassos is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Timonium, MD, holding Series 65 and Series 63 licenses and having 13 years of industry experience. He has been with Equity Services and Worthington Financial Partners since 2013. Outside of his advisory role, Prassos is involved in part-time writing and accounting consulting for startups, as well as freelance food service management. Equity Services, Inc. provides financial planning, consulting, and asset management to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and an SEC-registered investment adviser, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading and third-party management.

Michael Dipaula is a financial advisor at AE Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2017, following prior roles at Everest Investment Advisors and Everest Wealth Management. In addition to his advisory work, he is involved in insurance sales through Flora & Dipaula Wealth Partners. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered investment approach combining model portfolios managed by AEWM, third-party strategists, and advisor-managed models to provide tailored advisory solutions.

Scott Levin is a CFP® professional with over 31 years of experience in the financial industry. He has been with Equity Services, Inc. and National Life of Vermont since 1994. Outside of his advisory work, Mr. Levin provides college planning seminars and assists parents with preparing for college expenses. Equity Services, Inc., dba ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading and utilizes multiple advisory platforms, including third-party asset managers and model portfolios.

Paul Ullmann is a Series 66-licensed financial advisor at Truist Advisory Services with 25 years of industry experience. He has worked at Truist Advisory Services since 2016 and at Truist Investment Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and manager selection through its AMC Advantage program. The firm combines discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enabled research tools for manager oversight.

John Cavanaugh is a financial advisor at Brown Advisory with 19 years of industry experience. He holds a Series 65 designation and has been with Brown Investment Advisory & Trust Company since 2011. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research process to construct concentrated portfolios and offers a range of strategies including sustainable-investment options, model portfolios, and sub-advisory services.

Victoria Lepore is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Janney since 2017. Prior to that, she was with Deutsche Bank Securities Inc. and Raymond James & Associates. Outside of her advisory role, she is a part-owner of Shore Fun LLC, which manages a condominium in Ocean City, Maryland for rental and family use. Janney Montgomery Scott LLC is a large, dually registered 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, estates, and institutional clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Jordan Perry is a financial advisor with Truist Advisory Services in Hunt Valley, MD. He holds Series 65 and Series 63 licenses and has six years of industry experience. Prior to his current role, he worked at BB&T Securities, T. Rowe Price, Cowan Systems, and spent time at the University of Maryland College Park. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers customized asset allocation, investment policy analysis, and fiduciary support, combining discretionary manager relationships with third-party platforms and AI-enabled research tools.

Ryan Stellmann is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds a Series 66 designation and has worked at Janney since 2021. Prior to joining Janney, he held roles at SIA Solutions, Rockywold Deephaven Camps, Natural Concerns, the University of Maryland, and Boys' Latin School of Maryland. Janney Montgomery Scott LLC is a large, dually registered 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage, financial planning, and advisory services.

Jordan Higgins is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Janney in 2024, Higgins worked at Fidelity Personal and Workplace Advisors and Fidelity from 2014 to 2024. He serves as a notary public and is a board member of the Erin Levitas Foundation in Baltimore. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Burton Daniel is a Series 66-credentialed financial advisor at Janney Montgomery Scott with 16 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and was previously with Wells Fargo Clearing. Daniel serves as a board member on the finance committee of There Goes My Hero, a nonprofit supporting blood cancer patients and their families. He also consults on a baby clothing subscription business owned by his wife. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, and institutional clients through a range of advisory programs, combining in-house and third-party portfolio management.

Andrew Michaels is a financial advisor at HB Wealth with a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and WMS Partners, LLC. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers wealth and investment management, financial planning, and outsourced chief investment officer services, utilizing both quantitative and qualitative due diligence across a range of public and private investment strategies.

Danielle Schwandtner is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 66 licenses and has 13 years of industry experience, having previously worked at Wells Fargo Clearing and Merrill Lynch, Pierce, Fenner & Smith. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement and investment management consulting, brokerage services, insurance products, and M&A advisory, with investment solutions combining proprietary strategies and third-party models.

Michael Valencia is a financial advisor with J.W. Cole Advisors, Inc. in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at J.W. Cole Advisors since 2017 and previously spent four years with Cambridge Investment Research. Outside of his advisory role, Valencia is involved in real estate activities, including property leasing and managing a realty LLC. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Carrie Jarmer is a financial advisor with Janney Montgomery Scott in Towson, MD, holding a Series 66 designation and with 19 years of industry experience. She has been with Janney Montgomery Scott since 2004. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and advisory programs, offering investment advice through a combination of in-house portfolio management and third-party managers.

Craig Maltese is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 credential and has held positions at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs.

Michael Englehart is a CFP® professional with 40 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and related Steward Partners entities since 2022. His prior experience includes roles at Raymond James Financial Services, Wells Fargo Clearing, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of his advisory work, he serves on the finance committee of Sovereign Grace Church and volunteers with Children of Zion, an orphanage in Namibia. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a broad range of investment advisory and financial planning services with multiple portfolio management options and third-party manager selections.

Jane Korhonen is a CFA® charterholder with 27 years of experience in the financial industry. She has been with Brown Investment Advisory & Trust Company since 1998. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research process to construct concentrated portfolios across various strategies and also offers private-fund and venture programs alongside model portfolios and sub-advisory services.

Sharon Mason is a financial advisor with Truist Advisory Services in Hunt Valley, MD, holding a Series 66 designation and seven years of industry experience. Her previous roles include positions at Truist Investment Services, Truist Bank, and PNC Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and manager arrangements, supported by AI-enabled research tools and a dedicated Investment Advisory Group.

Ellie Bockstie is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. She previously worked at T. Rowe Price and Bankers Life and Casualty. Outside of her advisory role, she coaches girls’ lacrosse teams in the Baltimore area and participates in a local professional women's networking group. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate clients, and municipal entities with a range of brokerage, financial planning, and advisory services.

James Winner is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2015. He is based in Bel Air, MD, and holds Series 63 and Series 65 licenses. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm provides services to a diverse clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable and municipal organizations, offering financial planning, brokerage, and advisory programs.