Mark Darrell is a CFP® with 40 years of experience in the financial services industry. He has been with Founders Financial Securities LLC since 2006 and also owns Darrell Financial Services, which he has operated since 1989. Outside of advising, he is an owner and insurance agent at Darrell Financial Services, focusing on life and health insurance. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting. The firm employs multiple investment programs and combines advisory, brokerage, and insurance services, with a notable emphasis on subscription-based retirement education and co-advised private wealth solutions.

Caitlin Douglas is a financial advisor at Elevation Point Wealth Partners, LLC with 14 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Dynasty Wealth Management, Triad Advisors, and LPL Financial. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a blend of strategic and tactical asset allocation through various managed portfolios and offers technology-enabled services alongside a range of investment options.

Christopher Brown Jr. is a CFA® charterholder affiliated with CW Advisors, LLC, bringing over 21 years of industry experience. He previously worked at T. Rowe Price from 2005 to 2026 before joining CW Advisors in 2026. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional investors, using a Core-and-Satellite investment approach that incorporates active, passive, quantitative, and ESG strategies across various asset classes.

Steven Lim is a CFP® with 11 years of industry experience, currently serving at Founders Financial Securities LLC and Lim Financial Group. He holds the roles of Vice President and Director of Planning at Lim Financial Group and has been involved with Interstate Health Underwriters since 2015. Outside of finance, Lim is a 50% owner, administrator, and senior instructor at a traditional martial arts school, where he teaches classes and manages events. Founders Financial Securities LLC provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in assets through a network of 118 advisors. The firm offers a range of advisory platforms and personalized investment approaches, including discretionary portfolio management and specialized services such as 1031 exchange consulting.

James Morgan is a CFA® charterholder with four years of industry experience. He is currently with Choreo, LLC and has previously worked at BDO Wealth Advisors and Hefren Tillotson. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm employs a strategic asset allocation approach with diversified model portfolios overseen by an Investment Committee, offering a range of services from portfolio management to specialized consulting such as 1031 exchange and Deferred Sales Trust™ advice.

Donald Andrus Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at Navy Federal Investment Services since 2015 and Navy Federal Financial Group since 2009, as well as a prior position at Ameriprise. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm employs a managed advisory approach primarily using third-party portfolio managers on the Envestnet platform and provides a range of investment solutions including automated ETF portfolios and unified managed accounts.

Francis Hebert is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has worked at Foundations Investment Advisors since 2017, with prior experience at Riversource Wealth Management and Summit Financial Services. He is also involved in providing fixed life insurance and annuity solutions through Summit Financial Services. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, and employs model portfolios with an asymmetric rebalancing strategy, offering a range of investment management and sub-advisory services through a large network of affiliated offices.

Mark Huber Jr. is a CFP®, CFA®, and Series 66-certified financial advisor at Integrated Advisors Network LLC with 12 years of industry experience. He has previously worked at Bolder, LLC and has ongoing roles with DFPG Investments, Inc. and Financial Foundations, Inc. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and often utilizes third-party sub-adviser platforms to implement client strategies.

Christopher Oxenham is a financial advisor with Verus Capital Partners, LLC, holding the ChFC® designation and Series 66 license, and has 19 years of industry experience. He has worked at Verus Capital Partners since 2011 and has prior experience with LPL Financial and Securities America, Inc. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios, incorporates tactical adjustments and selective hedging, and tailors allocations based on clients’ time horizons, risk tolerances, and tax considerations.

Tilysha Gleason is a financial advisor at Navy Federal Investment Services, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Navy Federal entities since 2019, as well as previously with The Huntington Investment Company and Huntington National Bank. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs featuring third-party portfolio managers and provides digital automated ETF portfolios for clients preferring automated solutions.

Aiden Fein is a financial advisor at Apollon Wealth Management, LLC based in Owings Mills, MD. He holds a Series 65 designation and has been with Apollon since 2025. Prior to his advisory role, he worked at Piney Branch Golf Club and Clean Cuisine. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser with approximately $11.56 billion in client assets and a network of 145 advisors. The firm serves individuals, families, family offices, trusts, estates, businesses, retirement plans, and insurance company clients, offering a range of financial planning and portfolio management services that combine centrally managed strategies with locally managed portfolios.

Peter Jenkins is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior experience includes roles at BDO Wealth Advisors, LLC and Biegel & Waller LLC. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Thomas Raynor is a Certified Financial Planner (CFP®) with seven years of industry experience. He is currently with Congress Wealth Management LLC and previously worked for Pinnacle Advisory Group, Inc. for 13 years. Raynor is based in Columbia, MD. He is part of CW Advisors, LLC, a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a wide range of clients including individuals, families, trusts, and institutions, offering services such as wealth management, retirement plan advisory, family-office services, and sub-advisory solutions. CW Advisors employs a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across various asset classes.

Travis Drown is a financial advisor at Vicus Capital, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services and his own Drown Financial Services. Outside of his advisory work, he serves as the treasurer on the board of Mosaic Christian Church. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a range of strategies—including fundamental and technical analysis, core-satellite, ESG, and tax-loss harvesting—and offers specialized retirement-plan consulting and fiduciary services.

James Waller is a financial advisor at Choreo, LLC with 25 years of industry experience. He holds a Series 65 designation and has previously worked at BDO USA, P.A., BDO Wealth Advisors, LLC, and Biegel & Waller LLP. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios, supported by a centralized portfolio management team and an Investment Committee.

Cody Hobelmann is a CFP® with nine years of industry experience and is currently affiliated with EverSource Wealth Advisors, LLC. His prior roles include positions at Turning Point Financial, LPL Financial, LLC, Northwestern Mutual Investment Services LLC, and Wilmington Trust. Hobelmann is also a licensed insurance agent, selling non-variable insurance as an independent activity. EverSource Wealth Advisors serves a diverse client base, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers comprehensive wealth management, financial planning, and investment advisory services, utilizing multiple investment programs and platforms to address clients’ risk, tax, and values considerations.

Mitchell Caplan is a financial advisor at Composition Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Caplan Financial Group, LLC for 23 years. He is also a licensed insurance agent involved in insurance sales and implementations unrelated to investment advisory. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other strategies, and manages approximately $9.47 billion in discretionary assets across multiple advisors.

Jeffrey Troll is a CFP® and CFA® with 21 years of experience in financial advising. He is currently with CW Advisors, LLC and previously worked at Pinnacle Advisory Group, Inc. and Congress Wealth Management LLC. Outside of his advisory work, he is a partner at Waypoint Consulting Group and serves as a board member for MarylandReporter.com. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base, including high-net-worth individuals and institutional clients, utilizing a Core-and-Satellite investment approach that blends multiple strategies across global asset classes and offers family office, wealth management, and sub-advisory services.

Craig Hebert is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and nine years of industry experience. He has been with Foundations Investment Advisors since 2017 and also serves as a college funding advisor through College Craig, where he designs education and funding strategies for college-bound families. Additionally, he is involved in estate planning and private lending through related business activities. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers tailored advice using a combination of fundamental, technical, and cyclical analysis, and employs model portfolios with an asymmetric rebalancing approach.

Lisa Edwards is a CFP®, CFA®, and holds a Series 65 license with five years of industry experience. She is currently an advisor at Choreo, LLC, where she has worked since 2026. Prior to joining Choreo, she was with WMS Partners, LLC for six years and spent fourteen years at Farmer Mac. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios, implementing client portfolios through various managed accounts and funds, with oversight by a centralized Investment Committee.