Kim Anh Pham is a CFP® and Series 65 licensed advisor at Vestia Personal Wealth Advisors with four years of industry experience. She has worked at Vestia since 2021 and previously held positions at Covington Alsina and in medical imaging technology. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors. The firm employs an evidence-based investment approach and offers comprehensive financial planning, portfolio management, business consulting, and educational workshops.

Kathryn Putek is a financial advisor with 13 years of industry experience, currently working at Middleton Gardiner Group, LLC since 2011. She holds a Series 65 designation and is based in Annapolis, MD. She is part of 1 North Wealth Services, LLC, a team of five advisors that provides discretionary investment management and financial planning to individuals, businesses, retirement plans, estates, trusts, and charitable foundations. The firm employs an active, discretionary approach incorporating fundamental and technical analysis and offers multiple strategies including capital preservation, total return, growth, alternatives, and sustainable investing.

Roman Balogh is a financial advisor with Sera Capital Management, LLC, holding a Series 65 designation and five years of industry experience. His prior positions include work at Scharf Investments, LLC, and Starbucks, as well as employment at the University of California Riverside. Sera Capital Management serves individuals and families, including high-net-worth clients, providing discretionary and non-discretionary portfolio management alongside targeted investment consulting. The firm manages a blend of liquid securities and alternative investments and emphasizes buy-and-hold strategies with periodic reviews tailored to each client’s objectives and risk tolerance.

Troy Cook is a financial advisor at ValueWealth Services, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at several firms including Lincoln Financial Advisors and LPL Financial LLC. Outside of his advisory role, he operates a snow removal business as a sole proprietor. ValueWealth Services, LLC provides discretionary portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and select institutional accounts. The firm uses a multi-factor investment approach combining fundamental, technical, and cyclical analysis and offers a range of strategies including mutual funds, equities, ETFs, structured notes, and options tailored to client goals and risk tolerances.

Ryan Herbert is a financial advisor with Prostatis Financial Advisors Group in Hanover, MD, holding a Series 66 designation and 17 years of industry experience. He has worked at Peak Brokerage Services LLC and TCM Securities, Inc., and has been with Prostatis Financial Advisors since 2008. Prostatis Financial Advisors Group manages approximately $509 million in client assets through a multi-team of 18 advisors, serving individual, high-net-worth, and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services.

Scot Labin is a CFA® charterholder with 12 years of industry experience. He has been with Westbourne Investment Advisors Inc. since 2015 and also has a background at Bay Bridge Capital Management, LLC. Westbourne Investment Advisors provides discretionary portfolio management to individuals, trusts, pension plans, and non-profit organizations. The firm employs an equity-oriented, buy-and-hold strategy, combining fundamental analysis with technical review, and manages approximately $359 million across about 420 accounts.

Reese Corley is a financial advisor at Scarborough Capital Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Equitable Advisors and Independent Financial Group. Corley also serves as a non-commissioned officer and squad leader in the U.S. Army Reserves, where he trains soldiers and operates military vehicles. Scarborough Capital Management is an SEC-registered investment adviser managing approximately $1.4 billion for over 2,000 clients through a team of 13 advisors. The firm employs an asset-allocation framework with model portfolios and provides portfolio management, financial planning, educational seminars, and sub-advisory services for retirement plans.

Aaron Cirksena is a financial advisor at MDRN Capital with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisor Networks LLC and Summit Financial Group, Inc. Outside of advisory services, he is the owner and insurance agent of MDRN Insurance, LLC. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and technical analysis with a primarily long-term investment approach and utilizes a range of investment vehicles including independent managers, mutual funds, ETFs, stocks, and bonds.

Peter Wyrough is a CFP® with 41 years of industry experience, currently serving at DMK Advisor Group, Inc. He has worked with multiple firms including ValueWealth Services, LLC and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is developing a financial software tool and is writing a book, in addition to serving as chairman of education and fellowship committees for the Society of Cincinnati of Maryland. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary active management and non-discretionary consultative relationships, using mutual funds and ETFs guided by technical and fundamental analysis.

Kimberly Owen is a CFP® and holds a Series 66 credential with 17 years of experience in financial advisory roles. She is currently with Prostatis Financial Advisors Group and has previously worked at The Vanguard Group and SunTrust Advisory Services. In addition to her advisory work, she owns a rental property in Fort Myers, Florida. Prostatis Financial Advisors Group serves individual clients, including high-net-worth individuals, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, tactical asset-allocation strategy with sector rotation and integrates independent third-party managers, including those utilizing AI and machine-learning models, into client portfolios.

Anthony Clark is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at Innovation Capital Management LLC and Houstoun Capital Management, Inc. before joining Westbourne Investment Advisors Inc. in 2025. Anthony is based in Annapolis, MD, and is part of a five-advisor team at Westbourne. Westbourne Investment Advisors provides discretionary portfolio management to individuals, trusts, corporate accounts, pension plans, and non-profit organizations. The firm employs an equity-oriented, buy-and-hold investment strategy, combining fundamental analysis with technical review, and manages approximately $359 million across 420 accounts.

James Brennan is a CFP® with 21 years of industry experience, currently serving at Middleton Gardiner Group, LLC. He is based in Annapolis, MD and holds a Series 63 license. Brennan is part of the advisory team at 1 North Wealth Services, LLC, which includes five professionals. 1 North Wealth Services provides discretionary investment management and financial planning to individuals, closely held businesses, retirement plans, estates, trusts, and charitable foundations. The firm uses an active, discretionary approach with multiple strategies, emphasizing fundamental analysis, and offers services including quarterly reporting, annual reviews, and specialized planning such as ERISA and 401(k) engagement.

Alexander Baloga is a financial advisor at ValueWealth Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at 4J Wealth Management, LLC and The Ellerson Group. Prior to his financial services career, he was employed at the Flaum Eye Institute and Rochester Medical School. ValueWealth Services, LLC manages approximately $319 million for around 420 clients, offering investment supervisory and portfolio management services along with financial planning. The firm employs a multi-factor investment process incorporating fundamental, technical, and cyclical analysis, and may utilize strategies such as short-term trading, margin, short sales, and options when appropriate.

Glenn Drake is a CFP® professional with 38 years of industry experience, currently serving at Apollon Financial, LLC. He has previously worked at LPL Financial for six years and Wells Fargo Advisors Financial Network LLC for ten years. Outside of his advisory work, he co-manages a company 401(k) plan and holds ownership interests in several related business entities. Apollon Financial is an SEC-registered advisory firm serving individuals, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team-based approach that combines centrally managed model strategies with locally managed portfolios and access to private and alternative investments.

Brian Canet is a financial advisor at Prostatis Financial Advisors Group in Hanover, MD, holding a Series 65 designation with seven years of industry experience. He has been with Prostatis Group LLC since 2018 and previously worked at Howard County Community College from 2013 to 2017. Prostatis Financial Advisors Group serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $509 million in assets through a multi-team approach, offering discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services with a focus on tactical asset allocation and sector rotation.

Joseph Sera is a Series 65-licensed advisor at Sera Capital Management, LLC with five years of industry experience. He has worked at Sera Capital Management since 2019. Outside of his advisory role, he is the president and owner of JTM, Inc., a commercial real estate sales and leasing business. Sera Capital Management serves individuals and families, including high-net-worth clients, with discretionary and non-discretionary portfolio management and targeted investment consulting. The firm manages a mix of liquid securities and alternative investments, providing specialized consulting such as 1031 like-kind exchange support.

Yvonne Scoggins is a financial advisor at Curio Wealth, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Annapolis Financial Services, Jsk Financial Services, and Stewardship Financial Planning. Curio Wealth provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans. The firm offers a range of services including standalone financial plans, tax preparation, and ongoing asset management, with investment portfolios typically allocated among no-load mutual funds, ETFs, individual equities, and fixed income.

William Atkins is a financial advisor at Alden Capital with 14 years of industry experience and holds a Series 66 designation. He has worked at firms including Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, MML Investors Services, and MassMutual. Outside of his advisory role, he operates as an independent agent providing property and casualty insurance for personal and commercial lines. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and nonprofit entities, managing approximately $1.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, sub-advisory services, and retirement plan fiduciary support, utilizing customized asset allocation strategies and proprietary technology platforms.

Lawrence Kiely is a financial advisor with Prostatis Financial Advisors Group, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Purshe Kaplan Sterling Investments, Inc and The Capital Group Investment Advisory Services, LLC. Outside of his advisory role, he owns Kings Gentlemen LLC, a business providing fashion advice for made-to-measure suits. Prostatis Financial Advisors Group offers investment management and financial planning services to individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, tactical asset-allocation strategy with sector rotation and uses third-party managers, including those utilizing AI and machine-learning models.

Shawn Walker is a Certified Financial Planner® with 25 years of industry experience. He is currently with Scarborough Capital Management and has prior experience at Independent Financial Group, LLC and SII Investments Inc. He serves as treasurer for the Catonsville Alumni Association and organizes a charity golf tournament. Scarborough Capital Management is an SEC-registered investment adviser managing approximately $1.4 billion for over 2,000 clients through a team of 13 advisors. The firm employs an asset-allocation framework with model portfolios and offers portfolio management, financial planning, consulting, and educational seminars, serving a mix of institutional and individual clients.