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.

Naomi Parham is a CFP® and holds a Series 66 license with six years of experience in the financial industry. She has worked at Fruitful since 2024 and previously held roles at Wealth with Wisdom, LLC, Fidelity Brokerage Services, and Lazard Asset Management. Earlier in her career, she also worked at JP Morgan Chase and the Federal Reserve. Fruitful Advisory, LLC provides web-based financial planning and discretionary investment management primarily to individual clients through a subscription membership model. The firm focuses on passive, low-cost investment strategies using exchange-traded funds and index funds, with personalized planning centered on linking life goals to asset allocation and risk tolerance.

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.

Robert Ready Jr. is a financial advisor at Widmann Financial Services in Bowie, MD, holding a Series 66 designation with 25 years of industry experience. He has been with Widmann Financial Services and Commonwealth Financial Network since 2001. Ready is a co-owner of Widmann Financial Services, a private entity involved in securities, advisory, and insurance business. Widmann Financial Services offers discretionary asset management, financial planning, and consulting services to individuals, families, businesses, charitable organizations, trusts, and estates. The firm employs a hybrid, research-driven investment process that incorporates third-party research from providers such as Morningstar and Standard & Poor’s, managing portfolios on a discretionary, long-term basis while also engaging in active trading and use of derivatives.

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.

Scott Shively is a CFP® professional with experience in accounting and tax services, currently serving as a financial advisor at Foundation Wealth & Tax Advisors, LLC since 2025. He also holds the role of Tax Director at RCN & Associates LLC, where he provides accounting, bookkeeping, and income tax preparation services. His prior experience includes positions at Burkett, Burkett, & Burkett CPAs PA, Piedmont CPA Group PC, and Brown Edwards & Company LLP. Foundation Wealth & Tax Advisors provides portfolio management, retirement-plan and pension consulting, and financial planning to both institutional and individual clients, including high-net-worth households. The firm employs a blend of fundamental, quantitative, technical, and modern-portfolio theory approaches and offers specialized services such as digital-asset diversification through its OnRamp platform.

Glen Frost is a CFP® with nine years of industry experience, currently serving as an advisor at Foundation Wealth & Tax Advisors, LLC. He has held roles at several firms, including Bestgate Wealth Advisors and Court Place Advisors, and is involved in multiple accounting and tax preparation businesses. Outside of financial advising, he is a 51% partner in Maryland Crabs Delivered, a retail crab business. Foundation Wealth & Tax Advisors provides portfolio management, retirement-plan and pension consulting, and financial planning to both institutional and individual clients. The firm employs a variety of analytical methods and incorporates third-party managers and platforms to support its investment strategies.

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.

Sean Chrysostom is a financial advisor at WealthCare Financial Group, Inc. with seven years of industry experience. He holds a Series 65 credential and previously worked at LPL Financial LLC, Operation HOPE, and Educational Systems Federal Credit Union. Outside of advisory work, he serves as president of Car 1, LLC, a used car sales business in Bowie, Maryland. WealthCare Financial Group serves individuals and families, business owners, non-profits, and retirement plan sponsors, offering financial planning, retirement planning, portfolio management, and pension consulting. The firm employs a Structured Investing approach focused on diversified, customized portfolios and long-term strategies through a combination of convergent and market-independent asset-allocation methods.

Jerry Murphy is a CFP® professional with 30 years of experience in financial planning and tax preparation. He has been with Global Brokerage Services, Inc. since 1996 and concurrently operates JDM Financial & Investments, providing income tax planning and comprehensive financial planning services. He also worked at Prince Georges Community College for 22 years. Global Brokerage Services serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account offerings, managing approximately $162.8 million in assets. The firm combines third-party sub-managers and model portfolios using a non-discretionary advisory approach with custodial and clearing support from Hilltop Securities and Envestnet.

Dimitri Sfakiyanudis is a financial advisor with 1 year of industry experience at 1 North Wealth Services, LLC. He holds a Series 65 designation and has prior work history in small business and service industries, including roles at Kafouri Kitchens and Remodeling and Foreman Pro Cleaning. 1 North Wealth Services provides discretionary investment management and financial planning to individuals, businesses, retirement plans, estates, trusts, and charitable foundations. The firm employs an active, discretionary approach utilizing fundamental and technical analysis across multiple strategies, including a Sustainable Investing (ESG) option for interested clients.

Robert Roberts is a financial advisor at Scarborough Capital Management in Annapolis, MD, holding a Series 65 designation. He has been with the firm since 2025 and previously worked in the House of Commons from 2019 to 2024. Roberts is the founder and a director of WealthByte Limited, a technology development company based in London, although he is not involved in its daily operations. 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 and model portfolios to manage discretionary accounts and serves a diverse client base including institutional investors and municipal entities.

David Sizemore is a CFP® professional with 14 years of experience in the financial services industry. He is affiliated with Scarborough Capital Management and the Independent Financial Group, having worked at Scarborough since 2013 and at Independent Financial Group since 2018. Sizemore is also a co-owner of an auto sales corporation, a role held for legacy and planning purposes. 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 and model portfolios to construct discretionary accounts and serves a diverse client base including institutional clients and retirement plans.

Joseph Wilkinson is a financial advisor at Westbourne Investment Advisors Inc. in Annapolis, MD, holding a Series 65 designation with 13 years of industry experience. He has been with Westbourne since 2018, and his prior work history includes roles at Sito Mobile and Millennial Media. Westbourne Investment Advisors provides discretionary portfolio management and financial advisory services to individual and high-net-worth clients, IRAs, trusts, corporate accounts, pension plans, and nonprofit organizations. The firm manages approximately $449 million, focusing on preserving and enhancing purchasing power through fundamental analysis, typically maintaining 60–90% equity exposure with low portfolio turnover and multi-year holding periods.