Joseph Plume Jr. is a financial advisor at Oliver Wealth Management with eight years of industry experience. He holds the Series 66 designation and has previously worked at The L. Warner Companies, Inc., Merrill, and the University of Baltimore. Oliver Wealth Management is an SEC-registered advisory firm that manages approximately $297.6 million on a discretionary basis for individuals, high-net-worth clients, corporations, trusts, and estates. The firm offers customized, primarily long-term portfolios using a variety of investment vehicles and actively manages held-away retirement and HSA accounts without taking custody.

Michael Pirolli is a financial advisor at The Kelly Group in Bel Air, MD, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Chesapeake Financial Advisors, WMS Partners, and Merrill Lynch. Earlier in his career, he worked with the Baltimore Orioles and in various other non-financial roles. The Kelly Group serves individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing over $1 billion in assets through a team-based approach. The firm employs diversified model allocations with a preference for active managers and offers a range of financial planning and investment management services.

Jeffrey Reynolds is a CFP® and Series 66-registered advisor with 15 years of industry experience. He is currently with Financial Council, LLC, where he has worked since 2023, following prior roles with Commonwealth Financial Network and Financial Council, Inc. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations, using model asset allocation strategies primarily based on mutual funds. The firm emphasizes a model-based approach with quarterly market commentary and regular portfolio reviews.

Craig Fischer is a financial advisor with Wealthcare Capital Partners, LLC and holds a Series 63 designation. He has 42 years of industry experience, including long tenures at Atlantic Financial Services, Inc. and its related entities. Outside of his advisory role, he is a licensed insurance agent and serves as a registered representative at M.S. Howells & Co. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process utilizing a patented web-based planning platform alongside evidence-based manager selection and behavioral-economics tools to align strategies with client preferences.

Robert Dimarino Jr. is a financial advisor at Red Oak Financial Group in Towson, MD, with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Red Oak Financial Group since 2015. Red Oak Financial Group provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and qualified retirement plans. The firm manages approximately $1.04 billion in assets across more than 1,000 client relationships, employing proprietary ETF and mutual fund portfolios with ongoing oversight and tailored allocations.

Jeffery Akers is a CFP® and Series 66 licensed advisor with 25 years of industry experience. He has worked at Arkadios Wealth Advisors since 2022 and spent 16 years at Kalos Capital, Inc. Outside of his advisory role, he serves as a director of the Akers Financial Educational Foundation, hosts a weekly radio show called Winning in Retirement, and holds a leadership position as an elder at Crossroads Community Church. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning, supported by an internal portfolio team that delivers investment models and trade execution across various asset classes.

Charles Wetzel is a CFP® with 36 years of industry experience. He is currently affiliated with Arkadios Wealth Advisors and has previously worked at Kestra Advisory Services, Kestra Investment Services, Midatlantic Retirement Planning Specialists, and Cadaret, Grant & Co., Inc. Wetzel also maintains Wetzel & Associates, LLC, through which he provides consulting, insurance, and tax/accounting services. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed account platforms and employs a combination of fundamental, technical, and cyclical investment analysis methods.

Ryan Silk is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at Towson Wealth Management and Kestra Advisory Services. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach with both discretionary and non-discretionary authority.

Joseph Knight is a CFP® professional with 16 years of industry experience, currently affiliated with Founders Financial Securities LLC and Brooks Financial Group. He has worked at Brooks Financial Group since 2010 and Founders Financial Securities since 2009. In addition to his advisory role, he is also licensed as an insurance agent, selling life, long-term care, and disability insurance. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting. The firm employs a variety of investment programs and combines advisory, broker-dealer, and insurance services within its platform.

Noah Gonzalez is a CFP® professional with six years of industry experience. He is currently with Merit Financial Advisors and Purshe Kaplan Sterling Investments, having previously worked at Kestra Investment Services. Gonzalez has involvement in financial associate roles assisting with client servicing. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and customizable model portfolios.

Ryan Stark is a CFP® with 10 years of industry experience and is currently with Greenspring Advisors, LLC. He previously worked at AdaptFirst Investments LLC, MCo Advisors, Complete Money Management, and LPL Financial. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm utilizes a combination of fundamental, quantitative, and qualitative analysis in its investment approach and provides a range of fiduciary and non-fiduciary retirement plan services.

George Panageotou is a CFA® charterholder with two years of industry experience. He has worked at Greenspring Advisors, LLC since 2026 and previously held positions at T. Rowe Price and Brown Advisory. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, and employer-sponsored retirement plans. The firm combines fundamental, quantitative, and qualitative analysis with an asset-allocation focus, and offers both discretionary and non-discretionary portfolio management along with comprehensive wealth planning.

Benjamin Galloway is a CFP® professional with eight years of industry experience, currently serving at Greenspring Advisors, LLC since 2019. His prior experience includes roles at Merrill Lynch and Bank of America, as well as two years at Stryker Orthopaedics. Outside of his advisory work, he serves on the school board of Immaculate Conception School in Towson, Maryland. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering comprehensive wealth management, private money management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis with regular account reviews, and provides fiduciary and non-fiduciary retirement plan services through platforms such as The (k)larity Plan™.

Christian Stanley is a financial advisor at Greenspring Advisors, LLC in Towson, MD, holding a Series 65 designation with 10 years of industry experience. He has been with Greenspring Advisors since 2015. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and offers a range of fiduciary and non-fiduciary retirement plan services, including the (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Andrew Crosby is a financial advisor at Greenspring Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets, LLC. Crosby has been with Greenspring Advisors since 2017. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering comprehensive wealth management, private money management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis in its investment approach and provides both fiduciary and non-fiduciary retirement plan services.

Bradley Shepherd is a financial advisor with Founders Financial Securities LLC in Towson, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience and has been with Founders Financial Securities since 2004. Outside of his advisory role, he serves on the board of the Building for God Community Foundation, a 501(c)(3) charitable organization. Founders Financial Securities serves a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm offers portfolio management, access to third-party asset managers, financial planning, and retirement consulting through various advisory programs and combines fiduciary, brokerage, and insurance services on its platform.

Alexander Monk is a CFP® professional with 13 years of industry experience, currently serving with Arkadios Wealth Advisors since 2022. He previously worked at Kalos Management and Kalos Capital, Inc. for nine years. Outside of his advisory role, Monk co-hosts two weekly radio shows focused on financial planning and retirement, and he is managing partner of a veteran-owned consulting company. Arkadios Wealth Advisors is an SEC-registered, multi-team advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans using a combination of fundamental, technical, and cyclical analysis, and offers services including portfolio management, retirement plan consulting, and financial planning.

Marsha Rosenberg is a financial advisor at Founders Financial Securities LLC with 32 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Rosenberg has been with Brooks Financial Group, Inc. since 2016. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in assets. The firm offers a variety of advisory platforms and services, including managed portfolio programs, third-party manager access, and 1031 exchange consulting.

Charles Imhoff Jr. is a financial advisor with Lasalle St. Investment Advisors, L.L.C. He holds the PFS™ and Series 63 designations and has 39 years of industry experience. He has worked at La Salle St. Securities, Inc. since 1997 and has an extensive background with Chesapeake Planning, Inc. and Chesapeake Financial Management Associates, Inc. Outside of advising, he serves as treasurer for The Bettinger-Marshall Foundation and is a trustee and board member of the Shean Family Foundation. Lasalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary portfolio management options, emphasizing a predominance of non-discretionary assets under management.

Owen Demmerly is a CFP® and Series 65 licensed advisor at Greenspring Advisors, LLC with nine years of industry experience. He has been with Greenspring Advisors since 2015. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with services including private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis in its investment approach and offers both discretionary and non-discretionary portfolio management.