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 worked at firms including Annapolis Financial Services, Jsk Financial Services, and Stewardship Financial Planning. Curio Wealth provides personalized financial planning and discretionary investment management primarily to individuals, trusts, estates, and small businesses. The firm offers various advisory formats and constructs portfolios tailored to clients’ objectives, tax situations, and risk tolerances, using a range of investment vehicles including no-load mutual funds, ETFs, 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 Series 65 licensed advisor with 1 North Wealth Services, LLC in Annapolis, MD. He joined the firm in 2025 and has prior experience in small business operations, including roles at Kafouri Kitchens and Remodeling, Foreman Pro Cleaning, and Annapolis Velo Bicycles. 1 North Wealth Services advises individual investors, retirement plans, estates, trusts, closely held corporations, and charitable foundations. The firm employs a team-based investment committee focusing on fundamental analysis, offering discretionary portfolio management, financial planning, and retirement-plan consulting.

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 12 years of industry experience. He has worked at Westbourne since 2018 and previously held positions at Sito Mobile and Millennial Media. Westbourne Investment Advisors provides discretionary portfolio management to individuals, IRAs, trusts, corporate accounts, pension plans, and non-profit organizations. The firm employs an equity-oriented, buy-and-hold investment approach, combining fundamental analysis with technical review, and manages approximately $359 million across 420 discretionary accounts.

David Alicea is a CFP®-credentialed financial advisor at Fruitful with three years of industry experience. He previously worked at Matt Aaron and held multiple roles at Northwestern Mutual, including wealth management and investment services. Alicea served four years in the United States Marine Corps and attended the United States Naval Academy. Fruitful Advisory, LLC offers web-based financial planning and discretionary investment management to individual clients through a subscription membership model. The firm emphasizes personalized planning with passive, low-cost investment strategies focused on ETFs and index funds, serving primarily non-high-net-worth individuals.

Justin Horner is a financial advisor with Widmann Financial Services in Bowie, MD, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Morgan Stanley and JP Morgan Chase Bank, as well as ownership of Volley Monster LLC, an adult volleyball tournament business. Widmann Financial Services provides discretionary asset management, financial planning, and education seminars to individuals, families, businesses, and nonprofit entities. The firm employs a hybrid, research-driven investment approach combining quantitative and qualitative analysis, utilizing third-party research from providers such as Morningstar and Standard & Poor’s.

Carlos Sera is a financial advisor at Sera Capital Management, LLC with 22 years of industry experience. He has been with Sera Capital Management since 1990, totaling 36 years at the firm. He holds Series 63 and Series 65 designations. Sera Capital Management is a five-advisor firm serving individuals and families, including high-net-worth clients, through discretionary and non-discretionary portfolio management and targeted investment consulting. The firm combines fundamental and technical analysis with a buy-and-hold approach, offering a narrower focus on investment management and specialized consulting, including active use of illiquid investment strategies.

Jonathan Levin is a financial advisor at Westbourne Investment Advisors Inc. with 28 years of industry experience. He previously operated Levin Investment Advisors LLC for 24 years and has over three decades of experience at Levin & Co., CPA's. Westbourne Investment Advisors provides discretionary portfolio management and financial advisory services to individual and high-net-worth clients, as well as 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 and a long-term investment approach.

Ryan Mc Coy is a financial advisor at SFG Wealth Management with a Series 66 designation and three years of industry experience. He previously worked at LPL Financial and has held roles outside of finance including positions at Mount Vernon Nazarene University and Chick-fil-A. SFG Wealth Management serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary, client-focused approach with diversified investment strategies and offers specialized planning services such as corporate structure and tax planning.

John Kinzer is a CFP® with 38 years of industry experience, currently serving as an advisor at Apollon Financial, LLC. He previously worked at LPL Financial for six years and Wells Fargo Advisors Financial Network for ten years. Apollon Financial is an SEC-registered advisory firm managing approximately $1.45 billion and serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm utilizes a combination of centrally managed model strategies and advisor-led portfolios, with investment options including ESG risk-based models, Direct Indexing, and tax-aware techniques.

Gregory Ostrowski is a CFP® professional with 23 years of industry experience. He is currently with Scarborough Capital Management and has previously worked at Independent Financial Group, LLC and SII Investments Inc. Ostrowski serves as a board member for the Anne Arundel Medical Center Foundation and volunteers on the St. Mary’s Parish Finance Council. 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 primarily employs an asset-allocation approach using model portfolios, including third-party models from BlackRock and Invesco, and offers portfolio management, financial planning, educational seminars, and sub-advisory services for retirement plans.