Patrick Chitwood is a financial advisor with Arkadios Wealth Advisors, holding the ChFC® and Series 63 designations and bringing 47 years of industry experience. He has held roles at multiple firms, including Triad Advisors, Acg Wealth, Inc., and Arkadios Capital, and has operated his own advisory businesses, Chitwood Advisory Group and Chitwood Wealth Management. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various internally managed and third-party strategies, combining fundamental, technical, and cyclical analysis.

Bryce Redding is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and beginning his career in 2026. Prior to joining the firm, he served one year in the Pennsylvania State Senate and has experience working in education and youth fitness organizations. He is also involved with United Athletics Tumbling & Youth Fitness, a role he has held since 2019. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of advisors managing approximately $4.1 billion in assets. The firm offers a range of advisory platforms and services, including managed portfolios, retirement guidance, and 1031 exchange consulting, while delegating investment decisions to its advisers under various models and third-party manager access.

Samuel Boyd is a CFP® with 16 years of industry experience, currently serving with Mariner Independent. His prior roles include positions at Capital Asset Management Group, Inc., Capital Investment Advisors, Inc., and Cambridge Investment Research Inc. He is a board member of the National Capital Area Financial Planning Association, a nonprofit entity based in Herndon, VA. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management and planning services through independent advisers supported by a platform that integrates institutional resources, model portfolios, and third-party managers.

Robert Schneider is a CFP® with 27 years of industry experience, currently serving at Beaumont Financial Partners. He has been with Beaumont since 2014 and also worked at BAHA Financial Group. Beaumont Financial Partners provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing, using primarily low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with tailored portfolio management overseen by an Investment Committee.

Christopher Gordon is a financial advisor at Centaurus Financial, Inc. with 16 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for seven years. Outside of his advisory role, he serves as an adjunct professor teaching retirement courses at Howard Community College and Anne Arundel Community College. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers a range of financial planning and portfolio management solutions, employing various analytical approaches and allowing both discretionary and non-discretionary arrangements.

Kristi Bledsoe Henry is a CFP® professional with one year of experience, currently serving as a financial advisor at Creative Planning. She previously worked at Chevy Chase Trust Company for ten years in various roles. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Courtney Abrecht is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked at Truist Advisory Services since 2021 and previously held positions at BB&T Investments and BB&T Securities. Outside of her advisory role, she serves as a board member and treasurer for her local homeowners association in Frederick, MD. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platform and manager arrangements.

Justin Byram is a CFP®-certified financial advisor with six years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Lighthouse Wealth Management, Bank of America, Merrill, and RSM. He serves as Vice President at Wealth Enhancement Group in New Market, MD. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm utilizes a diversified, risk-class based investment approach blending passive and active management, supported by internal investment oversight and multiple program options.

Carl Kielbasa is a financial advisor at Centaurus Financial, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Centaurus Financial since 2017, following brief tenures at LeBaron Financial Group and Harbour Investments, Inc. Outside of his advisory role, he is involved with Carroll Retirement Plans and Investments as a registered representative and also operates CK Financial Services LLC, a payroll and business accounts payable service. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of analytical approaches and provides both discretionary and non-discretionary management, with access to specialized overlay programs and third-party money managers.

Jason Nichols is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Global Financial Private Capital, LLC, and operated his own firm, Jason Nichols Financial, Inc. He is based in Frederick, MD. Stratos Wealth Partners is an SEC-registered enterprise firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutions, offering a range of investment advisory and financial planning services through an open-architecture platform that incorporates multiple third-party managers and strategies.

Jonathan Winkert is a CFP® with nine years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has worked since 2021. Prior to that, he was with Lighthouse Wealth Management, First Allied Services Inc, and Merrill. He is also an independent insurance agent specializing in life insurance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and a range of specialized financial planning and asset management services.

Andrew Wilson is a Certified Financial Planner® with 37 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he spent 21 years at Lighthouse Wealth Management and five years at First Allied Securities, Inc. Wilson is a partner at Lighthouse Tax Services, LLC, a non-CPA accounting and tax preparation firm, and serves as Vice President of the Toscana HOA in Naples, Florida. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, using diversified, risk-class based allocations that combine passive and active management with quantitative, momentum, and fundamental analysis.

Patrick Mc Lane is a financial advisor at Centaurus Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including USA Financial Securities and National Planning Corporation. He is also a licensed attorney who provides occasional legal advice and services outside of his investment practice. Centaurus Financial, Inc. serves a wide range of clients including individuals, families, businesses, and foundations, offering financial planning and portfolio management through the CLASSIC Plus platform. The firm utilizes both discretionary and non-discretionary arrangements and employs a variety of analytical approaches in managing client assets.

Anthony Lippis is a financial advisor at Hornor, Townsend & Kent, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Penn Mutual Life Insurance Company and LPL Financial. He also assists with multi-line insurance sales and service for multiple carriers through his insurance brokerage activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services and FINRA broker-dealer capabilities, working with both discretionary and non-discretionary accounts and managing billions in assets under management.

Justin Ramsburg is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 designations and seven years of industry experience. Prior to joining Truist Investment Services in 2022, he worked at FCB Bank and Middletown Valley Bank. Outside the financial sector, he has managed JR Ramsburg Farm since 2002. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches with AI-enhanced research and integrated inter-affiliate services.

Juan Barrowes is a Certified Financial Planner (CFP®) and holds a Series 66 designation, with 32 years of industry experience. He has been with PNC Investments since 2007 and is based in Frederick, MD. Barrowes is affiliated with PNC Wealth Management, a firm providing retail brokerage and advisory services through model-based programs. The firm offers an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs, with portfolio implementation delegated to third parties.

Matthew Mc Lane is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior roles include positions at USA Financial Securities and National Planning Corporation. Outside of his advisory work, he is involved in life insurance marketing through The McLane Agency, Inc. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services utilizing a variety of investment strategies and both discretionary and non-discretionary arrangements.

Leslie Roberts is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and 65 credentials and over 35 years of industry experience. He has worked at Centaurus Financial since 2007 and has been affiliated with Long Financial Services since 1989. Roberts also sells term life insurance through a separate activity in Boca Raton, FL. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting, using a range of investment analysis techniques and both discretionary and non-discretionary account management.

Henry Wixon is a CFP® certificant and holds a Series 66 license with three years of industry experience. He is currently with PNC Wealth Management and previously worked at Merrill. Outside of finance, Wixon has worked as a freelance musician since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party managed portfolios focused on mutual funds and ETFs.

Christopher Miller is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and with 26 years of industry experience. His prior roles include positions at LPL Financial, Uvest Financial Services Group, Inc., and Morgan Stanley DW Inc. He operates investment advisory services through Miller Private Wealth Management, a business aligned with his work at Stratos. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, delivering services through affiliated and independent advisers using an open-architecture investment approach that integrates multiple third-party platforms and managers.