William Collier is a financial advisor at McAdam LLC with four years of industry experience. He holds a Series 65 designation and has worked at McAdam since 2021. Prior to his current role, he held positions at Cavalier Hotel, James Madison University, Arrowhead Point Oysters, and Cox High School. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and utilizing a range of investment strategies including mutual funds, ETFs, independent managers, and alternative instruments.

Ivan Nalibotsky is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with Regal Investment Advisors LLC since 2019. He also has a long tenure at Capital Solutions Group dating back to 1993. Outside of investment advising, he is a licensed health insurance agent working with Health Markets, assisting Maryland residents with individual and small group health insurance. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios across various asset classes and grants discretionary authority to implement and manage these strategies.

Todd Feldman is a CFP® professional with 28 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, and Morgan Stanley. Feldman serves on the Board of Directors for the Exit Planning Exchange DC-Metro Chapter. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach managed through standardized and customizable portfolios, supported by an internal investment team and third-party managers.

James Lee is a Series 66 licensed financial advisor with one year of industry experience, currently with XML Financial Group. Prior to joining XML, he was affiliated with MassMutual Life Insurance Co and MML Investors Services, LLC. Before his financial career, Lee worked in education with Howard County Public Schools in various roles. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves a diverse client base through discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, employing a portfolio approach that combines fundamental and technical analysis with third-party managers.

Sean Dillon is a financial advisor at CW Advisors, LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., and Merrill. CW Advisors, LLC is a multi-team registered investment adviser managing roughly $15 billion in assets for individuals, families, trusts, estates, charitable organizations, and various institutional clients. The firm employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes while offering a range of wealth management, financial planning, and advisory services.

Ryan Muscatella is a CFP® with six years of industry experience, currently affiliated with Cassaday & Company, Inc. He previously worked at Royal Alliance and Washington Wealth Advisors. At Cassaday & Co Wealth Management, LLC, he supports lead advisors in financial planning. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, Modern Portfolio Theory–based approach with diversified, buy-and-hold allocations primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

David Sherwood Jr. is a financial advisor at Evanson Financial, LLC dba Evanson Asset Management with 20 years of industry experience. He holds a Series 65 credential and has been with Evanson since 2026, following a 20-year tenure at Evanson Asset Management, LLC. Evanson Financial provides investment advisory and financial planning services to individuals, trusts, qualified retirement plan sponsors, endowments, and business entities. The fee-only firm manages approximately $5.8 billion in primarily discretionary assets using a long-term, strategic asset allocation approach that favors low-cost mutual funds and ETFs with portfolio tilts toward small-cap and value investments.

Christina Cunningham is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 65 designation. She has been in the industry since 2020, previously working at Cardinal Wealth Management and First Financial Group. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolio management using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Kirk Blackman is a financial advisor with Eagle Strategies (NY Life) based in Mitchellville, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities since 2005, as well as experience with Equitable Advisors prior to that. He serves as chairman of the Hillside Work-Scholarship Connection Prince Georges Advisory Council and is treasurer of the Epsilon Phi Boule Foundation, both organizations focused on youth development and education in Prince George’s County. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutions, and corporate clients. The firm emphasizes tailored solutions delivered largely on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Heather Ramlal is a financial advisor with Transamerica Financial Advisors in Laurel, MD, holding Series 65 and Series 63 credentials and having 10 years of industry experience. She is also president of HLR Financial Solutions Inc. and has worked with Amplify and (V) WeCare. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering advisory and broker-dealer services through a variety of proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Daniel Goldman is a financial advisor at Truist Advisory Services with a Series 66 credential and one year of industry experience. His prior work includes roles at Truist Bank and educational services firms Revolution Prep and C2 Education. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary and non-discretionary solutions supported by third-party platform and manager relationships.

Larissa Kochetkova is a Series 66 licensed financial advisor with 24 years of industry experience. She has been with PNC Wealth Management since 2005. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third-party strategists.

Ani Inyang is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds the Series 66 designation and has been with TIAA-CREF since 2007. Ani is based in Washington, DC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering customized and model portfolio options under a fiduciary standard.

Michael Romano is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His career includes roles at Forge Financial, Wells Fargo Clearing, Wells Fargo Bank NA, and Merrill. Outside of his advisory work, he owns MAR, LLC, an entity established for owning antique cars and real estate. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, and a range of investment products.

Haixia Cheng is a CFP®-certified financial advisor at Independent Financial Group, LLC with one year of industry experience. Prior to joining Independent Financial Group, she worked at YongAn GuoFu Asset Management Co., Nanhua Fund Management Co., China Securities Co., and China Asset Management Co. Cheng also pursued an MBA at UIC. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers comprehensive financial planning and portfolio management through various platforms, utilizing both firm- and third-party models to tailor investment strategies based on client risk profiles.

Daniel Nampha is a CFP® professional with eight years of experience in the financial industry. He is currently affiliated with Schwab Wealth Advisory, Inc., where he has worked since 2026. His prior roles include positions at Fidelity Brokerage Services LLC and Ameriprise Financial Services, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm’s approach involves asset allocation guidance and investment selection supported by Charles Schwab & Co.’s research tools, with recommendations tailored to individual client goals and risk tolerance.

Allison Dunlap is a Series 65-licensed financial advisor at Farther with nine years of industry experience. She previously worked at Harbour Capital Advisors, Pennington Partners & Co., Wealthcare Advisory Partners, and Family Office Research. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs Modern Portfolio Theory with algorithmic rebalancing and uses a mix of ETFs, mutual funds, equities, and fixed income in its portfolios.

James Hull is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He holds the Series 63 and Series 65 licenses and has a background that includes education research and work with organizations such as the US Department of Education and The New Teacher Project. Outside of his advisory role, he serves as Softball Commissioner and volunteer board member for South County Little League. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services featuring proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Max Meltzer is a CFP® professional with 18 years of experience in the financial services industry. He has been with Wealthspire Advisors since 2015. The firm serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. Wealthspire employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation.

Sang Du is a CFP®-certified financial advisor with nine years of industry experience, currently with Schwab Wealth Advisory, Inc. He previously worked at Bank of America (Merrill Lynch), Edward Jones, and AXA Advisor LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, utilizing Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.