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.

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.

Evan Davies is a CFP® professional with one year of experience in financial advising. He is currently affiliated with Praetorian Guard, a division of Praetorian Wealth Management, Inc. In addition to his advisory role, Davies has served in the U.S. Army at the Department of Defense since 2014. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages approximately $598.7 million across a diverse client base and utilizes fundamental and cyclical analysis to guide investment decisions tailored to each client's objectives.

David Wolf is a financial advisor at Widmann Financial Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Commonwealth Financial Network and Widmann Financial Services since 2007. Outside of finance, he has worked part-time as a talent agent and actor for television, movies, and commercials. Widmann Financial Services provides discretionary asset management, financial planning, and consulting to individuals, families, businesses, and charitable organizations. The firm employs a research-driven investment approach combining quantitative and qualitative analysis, using third-party research from providers such as Morningstar and Standard & Poor’s.

Eric Harris is a financial advisor at Colomb Investment Management Company, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Marathon Financial Group, LLC and Guardian Life Insurance Co of America. Outside of his advisory role, he serves on several nonprofit boards, including the Bay Theatre Company and the Central Maryland Chamber Foundation, and is involved in local community organizations in Laurel, MD. Colomb Investment Management Company, LLC provides personalized investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and factor models, and offers both discretionary and nondiscretionary mandates with oversight of third-party managers.

Joshua Goldsmith is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with Scarborough Capital Management and has held prior roles at Independence Financial Group, LLC and SII Investments, Inc. Outside of advisory work, he is the owner of a real estate sales and property management business. 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, serving a diverse client base that includes institutional entities and individual investors.

Vanessa Pruett Urie is a financial advisor at Prostatis Financial Advisors Group with 20 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has previously worked at CETERA Advisors LLC and currently owns Gladway Homes, a real estate sales business unrelated to investment activities. Prostatis Financial Advisors Group provides investment management and financial planning services to individuals, high-net-worth clients, and various institutions, employing a top-down, tactical asset-allocation approach that includes the use of third-party managers and machine-learning models.

Michael Roeder is a CFP® professional with five years of industry experience, currently serving as an advisor at Curio Wealth, LLC. Prior to joining Curio Wealth in 2025, he spent 14 years at Northrop Grumman. Curio Wealth provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans. The firm uses a variety of investment vehicles including no-load mutual funds, ETFs, and individual securities, and offers additional services such as tax preparation and trustee bill-paying.

Matthew Zimmerman is a CFP® with four years of industry experience currently serving as an advisor at Scarborough Capital Management in Annapolis, MD. He has worked at Scarborough Capital Management and Independent Financial Group since 2021, and has prior experience at Raymond James and Tj Maxx. Outside of his advisory role, he works as a paraplanner for an outside registered investment advisor. Scarborough Capital Management is a multi-advisor SEC-registered firm managing approximately $1.64 billion across 15 advisors and serving over 2,600 clients. The firm offers discretionary portfolio management, financial planning, and retirement-focused programs, utilizing both in-house guidelines and third-party model portfolios from providers such as BlackRock and Invesco.

Dylan Sylvester is a financial advisor at Scarborough Capital Management with one year of industry experience. He holds a Series 66 designation and has worked previously at W&S Brokerage Services, Western Southern Life, and other firms. Outside of his advisory role, Dylan is employed at Southern Provisions, a business he assists with operations. Scarborough Capital Management is an SEC-registered multi-advisor firm managing approximately $1.64 billion across 15 advisors. The firm offers discretionary portfolio management, financial planning, and retirement-focused programs, serving individual, high-net-worth, and institutional clients through a model-based investment approach and sub-advisory relationships.