Joseph Lamoglia is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 20 years of industry experience. He has been with Commonwealth and Potomac Financial Private Client Group, LLC since 2012, where he is also a co-owner. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Karly Holland is a CFP® professional at EP Wealth Advisors with six years of industry experience. Prior to joining EP Wealth Advisors in 2026, she worked at Divergent Planning, LLC and Moisand Fitzgerald Tamayo, LLC. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Andrea Dykes is a CFP® and holds a Series 66 license with 21 years of industry experience. She is currently affiliated with TLG Advisors, Inc. and has been a Managing Partner and agent at Howard Insurance since 2014. In addition to her advisory role, she is involved in the sale of fixed insurance products and acts as a referral source for health insurance and employee benefits. TLG Advisors, Inc. provides investment supervisory services, portfolio management, and comprehensive financial planning to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, and offers both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Abigail Holmes is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2024. Prior to joining Cresset, she worked at Brightside Advisory Partners, LLC and WMS Partners, LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets and serving a diverse clientele including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach integrating strategic asset allocation, manager selection, and a combination of active and passive strategies across multiple asset classes.

Ittai Dvir is a CFP® with 16 years of industry experience, currently affiliated with Independent Financial Group, LLC. He has worked at Independent Financial Group since 2011 and at Plotkin Financial Advisors since 2009. Dvir is an officer and director of several business entities including Monarch Global Partners, LLC, which offers institutional marketing and referrals, and he provides consulting services to a fund through ID Financial Advisors, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management utilizing both firm- and third-party models with a combination of passive and active investment exposures.

Dwayne Grady is a financial advisor at Prime Capital Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Capital Financial Advisers, LLC, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory role, he teaches scuba diving as a dive instructor. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan services, family office offerings, and employs various investment strategies with both discretionary and non-discretionary account management.

Judy Redpath is a CFP® professional with 29 years of industry experience, currently affiliated with Commonwealth Financial Network. She has been with Commonwealth since 2006, with a concurrent role as owner of VISTA Wealth Strategies LLC, a private entity facilitating securities and financial planning activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance while offering access to discretionary model portfolios and various program structures.

Kimberly Magaha is a CFP® professional with 19 years of experience in financial advising. She has been with Wealthspire Advisors since 2004. Magaha serves on the Board of Trustees for two retirement plans sponsored by Wicomico County and related local entities. Wealthspire Advisors serves individuals, corporations, retirement plans, nonprofits, and trustees, offering customized wealth management, investment advisory, financial planning, and retirement-plan services. The firm employs a relationship-driven process and institutional-style asset allocation across a diversified range of investments.

Pranali Fortini is a CFP®-credentialed financial advisor with nine years of industry experience. She is currently with Creative Planning and has previously worked at firms including Burt Wealth Advisors, Brighton Jones, and Financial Engines Advisors. Fortini serves on the board of Rock Spring Children's Center, a nonprofit childcare organization. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, employing a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure. The firm manages approximately $295.6 billion in assets across more than 1,100 advisors and offers a range of institutional and private investment solutions.

Jackson Traxler is a financial advisor at Rockefeller Financial LLC with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley and Truist Advisory Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, along with broker-dealer services, variable insurance products, and investment banking through a Private Advisor model and a consolidated investment platform.

John Henien is a financial advisor at HSBC Securities (USA) Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HSBC Bank USA N.A. since 2016 and HSBC Securities since 2011. Outside of his advisory role, he is involved in managing residential real estate rental activities through multiple entities and rents a swimming pool via a mobile platform. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm uses a range of model risk profiles and combines strategic and tactical asset allocation with fund due diligence, offering both client-directed and fully discretionary investment solutions.

David Avila is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His work history includes roles at George Mason University and multiple financial services firms such as Charles Schwab and MassMutual. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans. The firm provides a range of advisory services including financial planning, investment management, and retirement plan consulting, with an emphasis on tailored recommendations and a primarily non-discretionary asset management approach.

Christopher Buckley is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds the CFP® and Series 66 designations. His career includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC prior to joining Schwab in 2024. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm utilizes Charles Schwab & Co.'s asset-allocation models and internal research tools to deliver tailored recommendations without exercising discretionary trading authority.

Kenneth Clarke is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameritas Advisory Services since 2016 and also has experience with Peake Financial and Ameritas Life Insurance Corp. Clarke is involved with Peake Financial Group LLC as a financial representative focused on insurance and investments. Ameritas Advisory Services, LLC provides advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Michael Ness is a CFP® professional with 21 years of experience in financial advising. He currently works at Cerity Partners LLC and has previously held roles at firms including FJY Financial and Rembert Pendleton Jackson. His career spans a range of advisory services across multiple firms. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management with a focus on client-specific investment profiles, combining proprietary quantitative analysis with a range of investment strategies and access to alternative and private market solutions.

Leah Jones is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Hightower Advisors since 2015. She holds Series 63 and Series 65 licenses and is based in Bethesda, MD. Outside of her advisory role, she owns a small rental property in Chicago. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and retirement plans. The firm’s approach includes multi-manager solutions and discretionary portfolio management, utilizing both affiliated and third-party managers across various investment vehicles.

Christopher Johnson is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and Bridgewater Wealth & Financial Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Sarah Kyle is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. She holds the Series 65 designation and has previously worked at The Colony Group, LLC, AvalonBay, and Ernst & Young. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm combines active and passive investment strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Joshua Stromberg is a CFP® professional with four years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at Divergent Planning, Wealthway Financial Advisors, and Ameriprise Financial. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, using customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Lisa Gilland is a financial advisor with Guardian Life and holds a Series 66 designation. She has one year of industry experience, including prior work at Financial Growth Partners and a 13-year tenure at Grant Thornton. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through both discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.