Donald Hoffman is a financial advisor with Prosperity - An EisnerAmper Company based in Owings Mills, MD. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at DAI Securities, LLC, EisnerAmper LLP, Triad Advisors Inc, and The Hoffman Group, LLC. Outside of his advisory activities, he is involved in a pizza and soda sales business, serving as a member of Topstage LLC. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets with a focus on asset allocation and diversification, offering both discretionary and non-discretionary management through third-party Independent Managers and model portfolios.

Ryan Wibberley is a financial advisor at Apollon Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, CIC Wealth, LLC, and Commonwealth Equity Services, Inc. Outside of his advisory role, Wibberley serves as a non-compensated Reserve Officer with the Metropolitan Police Department. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, and other entities, combining centrally managed strategies with locally managed portfolios and employing fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

Thomas Sawyer is a financial advisor with CreativeOne Securities, LLC, holding Series 65 and Series 63 designations and one year of industry experience. He also serves as Director of Client Service at Sawyer Wealth Management, a role he has held since 2016. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, consulting, discretionary and non-discretionary portfolio management, and fiduciary retirement plan services, combining project-based planning with ongoing asset management through its proprietary platform and external manager referrals.

Frank Cappadora Jr. is a financial advisor at Apollon Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at CIC Wealth, Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Harvest Investment Consultants. In addition to his advisory role, he has been a managing partner at CIC Wealth and serves as president of Mega Capp Inc., a tax entity related to his advisory business. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in client assets through a network of 145 advisors. The firm serves individuals, high-net-worth families, family offices, and other institutional clients, offering a range of advisory services supported by centrally managed strategies and locally managed portfolios, with a focus on fundamental analysis, ESG models, tax management, and technology including generative AI.

Douglas Watts is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Morgan Stanley and Baltimore Life. He is also licensed as an insurance agent, specializing in life, health, and annuities products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm leverages third-party money manager relationships and a platform with Envestnet to deliver managed solutions.

Alexander Lim is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and 38 years of industry experience. He has worked at Founders Financial Securities since 2006 and currently leads Lim Financial Group as CEO and President. Outside of finance, Lim is a co-owner and instructor at U.S. Jow Ga Martial Arts and serves as one of five council members of the American Jow Ga Kung Fu Athletic Association. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporations, managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and customizes investment strategies through its network of independent investment adviser representatives.

Tyler Miles is a CFP® professional with 10 years of experience in financial advising. He is currently with Wedmont Private Capital and has also worked at Triad Advisors, Keeney Financial Group, and several other firms throughout his career. Wedmont Private Capital provides ongoing financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm primarily employs a passive investment approach based on modern portfolio theory, using diversified portfolios of low-cost index funds alongside selective use of outside managers and specialized strategies for qualified clients.

Thomas Sarkes is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Wells Fargo Clearing, Purshe Kaplan Sterling Investments, and T Rowe Price. He has also worked outside the financial industry, including a four-year period at Camp Kieve for Boys. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, employing a range of investment approaches and frequently utilizes third-party sub-advisers and managed account solutions.

Matthew Cheney is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Composition Wealth, LLC. He previously worked at Connectus Wealth and Horan Capital Management, LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a variety of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments.

Charles Sawyer Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2016 and previously worked at Investment Advisors Corp. Sawyer is a co-founder and executive of Innovative Outcome Portfolios LLC, a consulting firm focused on the creation of unit trusts, and serves on the finance committee and board of directors of Bon Air Country Club. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, utilizing fundamental and cyclical security analysis alongside model asset allocations through its proprietary CreativeOne Wealth platform.

Melanie Denk is a Series 65-licensed advisor at Prosperity - An EisnerAmper Company with five years of industry experience. She has worked at The Prosperity Consulting Group, LLC since 2017 and has also served as Director of Operations at Access Title Company, LLC since 2002. At Access Title Company, she oversees document preparation, closing processes, and compliance requirements. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with about 63 advisors managing roughly $5 billion in assets, emphasizing asset allocation and diversification and utilizing third-party managers and technology platforms.

Theodore Crites is a CFP® and holds a Series 65 license, with two years of experience in financial advising. He is currently with Composition Wealth, LLC and has worked previously at Miracle Mile Advisors, Caplan Financial Group, and Manring & Farrell. Prior to his advisory career, he held roles in the restaurant industry and at Capital University. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by other asset types and comprehensive portfolio oversight.

Robert Berg III is a Series 65-licensed advisor at Vicus Capital, Inc. with one year of industry experience. His prior roles include positions at Heritage Financial Advisors, USAA, and Messiah University. Outside of financial advising, he has experience working with Mad Dog Lacrosse and Santa Fe Christian Schools. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis and offers a range of strategies including core-satellite, momentum, ESG, and faith-based allocations, with an emphasis on retirement-plan consulting and fiduciary services.

Mark Timmick is a financial advisor at Founders Financial Securities LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Timmick Financial Group, LLC since 2013. Outside of his advisory work, he is involved as a music DJ with Black Tie Entertainment and owns an investment newsletter called A Need to Know. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and combines advisory, broker-dealer, and insurance services through various investment programs and third-party partnerships.

Eric Holmes is a financial advisor at Signature Equity Partners, LLC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Signature Equity Partners since 2026. Previously, he was with VALIC Financial Advisors for 18 years and AGIA for four years. Holmes is also appointed as an agent to sell non-securities insurance products. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a multi-team approach with 34 advisors and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement consulting services.

Marc Magas is a financial advisor at Tucker Asset Management LLC with a Series 65 designation and two years of industry experience. He has previously worked at Magas Advisory Group and held roles at LGO Hospitality and Aerotek. Marc is also involved with Magas Advisory Group, dedicating time monthly to this investment-related activity. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macroeconomic asset-allocation approach, integrating a variety of growth, fixed-income, and alternative investment strategies.

Steven Aquino is a financial advisor with Founders Financial Securities LLC and holds a Series 66 designation. He has 23 years of industry experience, including his current role at Founders Financial Securities since 2009 and operating Aquino Financial Group since 1998. In addition to his advisory work, he serves on the boards of the Boys and Girls Clubs of Westminster and the Carroll Community College Foundation, where he is board president, and participates in his local church finance committee. Founders Financial Securities serves a broad range of clients, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, retirement consulting, and affiliated brokerage and insurance services. The firm utilizes multiple advisory platforms and combines advisory, broker-dealer, and insurance capabilities within its enterprise model.

Christopher Imbach is a financial advisor with Founders Financial Securities LLC, holding the ChFC® designation and Series 63 license, and has 35 years of industry experience. He has been with Founders Financial Securities since 2006 and has a longstanding association with Noble Financial since 1999. Outside of his advisory work, Imbach serves as a volunteer firefighter and bingo operations treasurer at the Pikesville Volunteer Fire Department. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting through various programs that integrate mutual funds, ETFs, model allocations, and sub-advised strategies.

Robert Zimmer is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His prior roles include positions at Benjamin F. Edwards & Co., Camden Planning Group, LLC, and New York Life Insurance Company. Outside of his advisory work, Zimmer serves as President and Chairman of the Board of Trustees for Wicomico Day School, a not-for-profit private school, and is the managing member of a drive-thru coffee franchise. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing various advisory platforms and sub-advisory relationships to deliver tailored investment solutions.

Eric Meushaw is a CFP® professional with 23 years of industry experience, currently serving at Integrated Advisors Network LLC. He has been affiliated with Integrated Advisors Network and DFPG Investments, Inc. since 2015 and has led Financial Foundations, Inc. since 1998. In addition to his advisory roles, he owns and manages a consulting firm, H&M Strategic Consulting, LLC. Integrated Advisors Network is an SEC-registered multi-team adviser providing portfolio management, financial planning, and consulting services to a diverse client base, including individuals, trusts, estates, and corporate entities. The firm employs a range of investment strategies and frequently utilizes third-party sub-advisers while overseeing portfolio management and rebalancing.