Donald Andrus Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Navy Federal Financial Group and its related entities since 2009. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, providing portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and offers wrap fee programs, unified managed accounts, and model-driven fund strategist portfolios.

Francis Hebert is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has worked at Foundations Investment Advisors since 2017, with prior experience at Riversource Wealth Management and Summit Financial Services. He is also involved in providing fixed life insurance and annuity solutions through Summit Financial Services. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, and employs model portfolios with an asymmetric rebalancing strategy, offering a range of investment management and sub-advisory services through a large network of affiliated offices.

Herbert Wolf III is a financial advisor at Capitol Securities Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services and Cantella & Co., Inc. Outside of advising, he is a general partner and property manager at Wolf Realty Associates, a commercial real estate business. Capitol Securities Management serves individual, corporate, charitable, and plan sponsor clients by providing brokerage and advisory services, financial planning, pension consulting, and insurance products. The firm employs a range of investment strategies and offers access to managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Mark Huber Jr. is a CFP®, CFA®, and holds a Series 66 license with 11 years of industry experience. He currently works at Integrated Advisors Network LLC, where he has been since 2022, and has prior experience at Bolder, LLC, DFPG Investments, Inc., and Financial Foundations, Inc. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a variety of investment approaches and frequently utilizes third-party sub-adviser platforms.

Christopher Oxenham is a financial advisor with Verus Capital Partners, LLC, holding the ChFC® designation and Series 66 license, and has 19 years of industry experience. He has worked at Verus Capital Partners since 2011 and has prior experience with LPL Financial and Securities America, Inc. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios, incorporates tactical adjustments and selective hedging, and tailors allocations based on clients’ time horizons, risk tolerances, and tax considerations.

Lanta Evans is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Purshe Kaplan Sterling Investments, Wike Financial, Raymond James Financial, and LEM Financial Services, LLC. She is also the owner of LEM Financial Services, LLC, where she provides non-investment financial and business consulting. Concurrent Investment Advisors is an SEC-registered firm offering wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach incorporating ETFs, mutual funds, and selected individual securities.

Deborah Kelly is a CFP® with 16 years of experience in the financial industry. She is currently with Concurrent Investment Advisors, LLC and Potomac Financial Group, where she provides financial advice to clients. Prior to these roles, she worked at Raymond James Financial Services, Inc. for 17 years. Outside of her advisory work, she is an officer and president of D&E Kelly Services LLC, a support company unrelated to investment activities. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with strategies aligned to client goals, risk tolerance, and tax considerations.

Kevin Pinto is a CFP® professional with 27 years of industry experience. He is currently an advisor at Concurrent Investment Advisors, LLC, having joined the firm in 2026. Prior to this, he spent 15 years at Raymond James Financial Services Advisors and was involved with Wike Financial Dba Potomac Financial Group. Outside of his advisory role, he is an owner of DHJ Advisors, LLC, a support company. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm providing wealth management, financial planning, and retirement plan services to individuals, families, and institutions. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets with a multi-office platform.

Cody Hobelmann is a CFP® with nine years of industry experience and is currently affiliated with EverSource Wealth Advisors, LLC. His prior roles include positions at Turning Point Financial, LPL Financial, LLC, Northwestern Mutual Investment Services LLC, and Wilmington Trust. Hobelmann is also a licensed insurance agent, selling non-variable insurance as an independent activity. EverSource Wealth Advisors serves a diverse client base, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers comprehensive wealth management, financial planning, and investment advisory services, utilizing multiple investment programs and platforms to address clients’ risk, tax, and values considerations.

Mitchell Caplan is a financial advisor at Composition Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Caplan Financial Group, LLC for 23 years. He is also a licensed insurance agent involved in insurance sales and implementations unrelated to investment advisory. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other strategies, and manages approximately $9.47 billion in discretionary assets across multiple advisors.

Gregory Wilkinson is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Deloitte Consulting, and the Air Force Cost Analysis Agency. He is also an independent contractor with Potomac Financial Group. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and uses a primarily long-term, portfolio-driven investment approach with ETFs, mutual funds, and selected individual securities.

Todd Wike is a CFP® with 20 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Raymond James Financial for 20 years. Outside of his advisory role, he is the owner of Wike Properties, LLC, a business established to purchase an office building for branch relocation. Concurrent Investment Advisors, LLC is an enterprise advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client goals, risk tolerance, and tax considerations.

Christopher Murray is a financial advisor at Inspire Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and founded Murray Financial Group, where he worked for over two decades before joining Inspire Advisors. Outside of his advisory work, he is a partner in a real estate business, Degaran, LLC. Inspire Advisors manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of portfolio construction methods, frequently utilizing sub-advisors and its own proprietary ETFs.

Veralynn Morris is a financial advisor at AdvisorNet Wealth Partners with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Capital Portfolio Management, Inc. and Potomac Financial Services Group LLC. She is also a Certified Divorce Financial Analyst and provides mediation and expert witness services related to marital property for divorcing couples. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, and manages accounts with both discretionary and non-discretionary approaches.

Eric Dallavalle is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously operated Dallavalle Financial from 2015 to 2022 and has been with Founders Financial Securities since 2012. Outside of his advisory role, he serves as Treasurer for the Rotary Club of Carroll Creek’s Tour de Frederick community event. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and integrates advisory, brokerage, and insurance services through various programs and third-party sub-advisors.

Augustus Martz is a financial advisor with OneSeven, holding a Series 66 designation and 17 years of industry experience. He has worked at firms including Truist Advisory Services and M&T Securities. Martz is the owner of Martz Financial, a DBA under OneSeven. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios and offers both discretionary and non-discretionary arrangements.

Craig Hebert is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and nine years of industry experience. He has been with Foundations Investment Advisors since 2017 and also serves as a college funding advisor through College Craig, where he designs education and funding strategies for college-bound families. Additionally, he is involved in estate planning and private lending through related business activities. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers tailored advice using a combination of fundamental, technical, and cyclical analysis, and employs model portfolios with an asymmetric rebalancing approach.

Norman Hostetler is a financial advisor with Integrity Alliance, LLC, holding the CFP® and ChFC® designations and over 40 years of industry experience. His prior roles include positions at Lion Street Financial, LLC and Csenge Advisory Group LLC, and he has operated his own firm, Hostetler & Church, LLC, since 1980. Outside of financial advising, he manages farming operations with family members and owns a counseling practice. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing a variety of portfolio management approaches and custodial platforms.

Mark Schlossenberg is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at AE Wealth Management, Freedom Financial Advisors of Maryland, Re/Max Town Center, Westex Group, Inc., and Potomac Wealth Advisors, LLC. He serves as a board member of Shoresh Inc., a nonprofit organization focused on building positive Jewish identity among children and their families. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach.

Ryan Timmins is a Series 65-licensed advisor with Independent Wealth Network, Inc. in Frederick, MD, with three years of industry experience. He has worked with Evergreen Financial Group, LLC (formerly Holt Advisory Group) and Holt Advisory Group. Independent Wealth Network, Inc. serves individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and advisory support, employing a range of strategies including fundamental and technical analysis, options, and third-party model portfolios tailored to client goals.