Jeffrey Venables is a financial advisor at Garritt Financial Solutions LLC with a Series 65 designation and two years of industry experience. He has been affiliated with Venables Financial Solutions, LLC since 2024 and has worked as 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 uses a passive investment approach focused on low-cost index funds and ETFs, offering a range of planning services including retirement, tax, and estate strategies.

Lauren Gretchen is a financial advisor at Invested Advisors with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Abundance Wealth Counselors and Triad Advisors. Outside of her advisory role, she is involved with Swayze LLC, a compliance consulting business. Invested Advisors provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, and businesses. The firm focuses on goal-driven portfolio construction tailored to clients’ objectives and risk tolerance, often utilizing third-party managers and specialist strategies.

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.

James Lee is a financial advisor at Lee-Kelleher Wealth Management with 27 years of industry experience. He previously worked at Bank of America and Merrill Lynch. Lee serves as an advisory board member for Adoptions Together, a nonprofit organization that helps people find adopting families. Lee-Kelleher Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, estates, trusts, foundations, and other business entities. The firm uses fundamental analysis and modern portfolio theory to construct diversified portfolios and provides discretionary portfolio management alongside financial and retirement plan consulting services.

Jordan Wilson is a CFP® professional with 12 years of industry experience. He is currently with Blueprint Wealth Management Inc. in Ellicott City, MD, and has held registered representative roles at Steven M. Molesky and Associates and Kalos Capital since 2013. Blueprint Wealth Management serves individual and high-net-worth clients with integrated financial planning and discretionary investment management, emphasizing long-term, broadly diversified allocations implemented primarily through indexed mutual funds and ETFs.

Richard Wagener is a CFP® and ChFC® with 51 years of experience in financial advising. He has worked at Raymond James Financial since 2009 and also serves as President of Financial First Advisors, a firm he has been involved with since 1986. He occasionally acts as an insurance agent for life, fixed annuity, disability income, and long-term care products not typically available through Raymond James. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation, modeling tools, and firm research to develop tailored recommendations.

James Lee is a financial advisor with Lee Financial Associates, Inc. in Ellicott City, MD, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has worked at OSAIC and Lee Financial Associates, LLC since 2004 and 2005 respectively. In addition to his advisory role, he serves as president of Lee Financial Associates, Inc., where he also acts as an insurance agent. Lee Financial Associates serves individuals, families, pension and profit-sharing plans, and business entities through a two-advisor team supporting about 39 client relationships. The firm emphasizes written financial planning and arranges investment management by selecting and monitoring third-party money managers, primarily using SEI model portfolios while clients retain custody with those third parties.

William Kelleher is a financial advisor at Lee, Kelleher & Klein Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, OpenText, Foothold Technology, and Yelp Inc. since beginning his advisory career in 2024. Lee, Kelleher & Klein Wealth Management provides discretionary portfolio management and financial planning to individuals, pension plans, estates, and charitable organizations. The firm employs a combination of fundamental security analysis and modern portfolio theory, managing accounts on a discretionary basis with ongoing monitoring and periodic reviews.

Charles Marks is a financial advisor at Marks Wealth Management with 15 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Merrill prior to joining his current firm. Marks Wealth Management serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering comprehensive wealth management services including financial planning, consulting, and discretionary portfolio management. The firm emphasizes globally allocated, actively managed portfolios primarily using exchange-traded funds, tailored to client risk tolerance and planning needs.

Brian Smoot is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has been with OSAIC and Lee Financial Associates since 2016. Outside of advisory work, he is also licensed as an insurance agent, providing clients with insurance solutions related to death benefit and disability needs. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by proprietary technology and access to multiple custodial platforms.

Julia Seroskie is a financial advisor at Urban Wealth Management with 18 years of industry experience. She holds a Series 66 designation and previously worked at MML Investors Services Inc. and MassMutual for 17 years. Urban Wealth Management is a fee-based advisory firm serving individuals, high-net-worth clients, businesses, and charitable organizations. The firm combines discretionary investment management with comprehensive financial planning, using a core-and-satellite investment approach and integrating client education through structured coaching programs.

Alexander Campbell III is a financial advisor with A.G. Campbell Advisory, LLC, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He previously worked at Coastal Equities, Inc. from 2012 to 2016. Campbell also provides consulting advice on business matters to DM Management for less than five hours per month. A.G. Campbell Advisory offers discretionary and non-discretionary investment management, financial planning, and family office services to individuals, high-net-worth families, and institutional clients. The firm manages approximately $403.9 million for 61 clients, emphasizing diversified portfolios, ongoing monitoring, and access to third-party managers.

Martha Crocker is a CFP®-certified financial advisor with 37 years of industry experience. She has worked at Foundation Financial Advisors, Inc. since 2012 and is also affiliated with Commonwealth Financial Network. Foundation Financial Advisors, Inc. provides fee-for-service financial planning and consulting to individual clients, focusing on tailored written plans rather than discretionary portfolio management. The firm offers a broad range of planning services and investment vehicle guidance, operating with an explicit avoidance of percentage-of-AUM advisory fees.

Jonathan Bradley is a financial advisor at Cristata Investment Management with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cristata Wealth Solutions since 2009. Cristata Wealth Solutions provides personalized portfolio management and asset-review services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term investment approach complemented by short-term trades and option strategies, managing approximately $52.5 million across discretionary and non-discretionary accounts.

Christopher Thomas is a CFP® with 23 years of industry experience, currently serving as an advisor at Macroview Investment Management LLC since 2018. His prior experience includes roles at Planning Solutions Group, LLC and Triad Advisors, Inc. He serves as treasurer and board member of the National Capital Chapter of the Society of Financial Service Professionals. MacroView Investment Management serves individuals, corporations, non-profits, and retirement plans with discretionary investment management, financial planning, and sub-advisory services. The firm employs a top-down, macroeconomic investment approach using diversified strategies and partners with Zoe Financial to support administrative functions and smaller accounts.

Wayne Lavallee is a CFP® and ChFC® with 29 years of industry experience. He is currently with GLR Partners in Columbia, MD, where he serves as Managing Partner and Director of tax estate planning and co-head of wealth management. Prior to joining GLR Partners, he worked at UBS Financial Services for 10 years. GLR Partners provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as entities such as family offices, trusts, and private foundations. The firm’s investment approach is based on client-specific financial analysis and fundamental research, offering a broad range of investment instruments and detailed performance reporting.

Philip Huber Jr. is a CFP® professional with 27 years of experience in the financial industry. He has worked at Huber, Weakland & Assoc, Inc. since 1999. HWA Financial Group is a small advisory firm managing approximately $295 million for about 167 clients, primarily high-net-worth individuals. The firm offers discretionary portfolio management, financial planning, investment consulting, and ERISA Section 3(21) retirement plan services, employing a range of asset-allocation strategies across various investment vehicles.

Daniel Basch is a financial advisor at CM Capital Partners with 25 years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at Spencer Winston Securities Corp. and Breck Capital. Basch has been with CM Capital Partners since 2019, returning to the firm in 2026. CM Capital Partners provides advisory services to individual, high-net-worth, institutional, and business clients. The firm employs a range of investment approaches including fundamental, quantitative, and technical analysis, and integrates alternative investments when appropriate.

Matthew Klein is a CFP® and CFA® with 19 years of industry experience. He has worked at Merrill and Bank of America before joining Lee, Kelleher & Klein Wealth Management in 2026. Lee, Kelleher & Klein Wealth Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, estates, trusts, and charitable organizations. The firm applies fundamental security analysis alongside modern portfolio theory to manage accounts with a combination of long-term, short-term, income, and hedging strategies.

Blake Luehlfing is a financial advisor at Intentional Wealth Strategies with one year of industry experience. He holds the Series 65 designation and has worked in self-employed roles prior to joining Intentional Wealth Strategies. Intentional Wealth Strategies provides integrated wealth management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an evidence-based investment approach with global diversification and tailor-made allocations based on client risk tolerance and objectives.