Ian Arrowsmith is a financial advisor with Scarborough Capital Management, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes roles at Independent Financial Group, LLC, Scarborough Advisors, LLC, and SII Investments, Inc. He is also an officer and 20% owner of Ballast Partners LLC, a real estate sales and property management company. Scarborough Capital Management is an SEC-registered multi-advisor firm managing approximately $1.64 billion for over 2,600 clients. The firm offers discretionary portfolio management, financial planning, educational seminars, and retirement-focused programs, employing an asset allocation and model-based investment approach that incorporates both in-house and third-party portfolios.

Tyler Cunningham is a CFP® professional with nine years of industry experience, currently serving as an advisor at Baltimore-Washington Financial Advisors. Before joining the firm in 2021, he worked at T. Rowe Price from 2016 to 2021. Baltimore-Washington Financial Advisors provides fee-only wealth management services to individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs a team-based, holistic approach that integrates investment management, tax services, and business advisory to align strategies with clients’ goals and tax situations.

James Sprinkel is a financial advisor with Scarborough Capital Management in Annapolis, MD, holding a Series 66 credential and bringing 23 years of industry experience. He has worked at Independent Financial Group, LLC since 2018 and has been with Scarborough Advisors, LLC dba Scarborough Capital Management since 2013. Outside of his advisory role, he is a 20% owner of Ballast Partners LLC, a real estate 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 uses an asset-allocation framework and model portfolios to construct discretionary accounts and serves a diverse client base, including institutional clients and retirement plans.

John Faggio is a CFP® with 22 years of industry experience, currently serving at Foundation Wealth & Tax Advisors, LLC since 2021. He previously worked at Bestgate Wealth Advisors, LLC and has operated Faggio Financial LLC since 2004. Foundation Wealth & Tax Advisors provides portfolio management, retirement-plan and pension consulting, and financial planning services to both institutional and individual clients, including high-net-worth households. The firm uses a mix of analytical methods and documents investment objectives in client-specific policy statements, offering services such as discretionary portfolio management and digital-asset diversification through OnRamp.

Michael Zarrelli is a CFP® professional with five years of experience in financial advisory roles. He currently works at Foundry Financial LLC and previously held positions at Financial Services Advisory, Inc. and PNC Financial Services. Outside of finance, his work history includes roles in the food service industry. Foundry Financial LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and charitable organizations. The firm uses risk-based, diversified portfolios and employs various analytical methods while maintaining adviser-held discretion to manage client portfolios.

Erik Johnson is a financial advisor at Cornerstone Advisory with 15 years of industry experience. He holds a Series 63 designation and has worked at Cornerstone Advisory since 2010, previously spending 20 years at Private Fund Advisors, Inc. He is also involved as a principal in Private Fund Advisors. Cornerstone Advisory serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a planning-first investment process with a broad investable universe that includes traditional and alternative assets, and manages most client relationships on a discretionary basis.

Ike Elele is a CFP® professional with eight years of industry experience, currently serving at Capitalwize, LLC. His prior roles include positions at Ameriprise, T. Rowe Price, Morgan Stanley Private Bank, and several other financial services firms. Outside of finance, he teaches ballroom dance classes monthly for the University Park Junior Cotillion. Capitalwize is a fee-only financial planning firm serving individuals and business entities, focusing primarily on non‑high‑net‑worth clients. The firm provides a range of advisory engagements and group educational seminars, commonly utilizing third-party managers for portfolio management while maintaining ongoing oversight and client communication.

Gavin Johnson is a financial advisor at Cornerstone Advisory with one year of industry experience. He holds a Series 66 designation and has prior experience at Fidelity Investments and Morgan Stanley. Cornerstone Advisory serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and a private pooled investment vehicle. The firm employs a planning-first investment process with discretionary portfolio management and offers access to a broad investable universe including traditional and alternative assets.

Joseph Hill is a financial advisor with Foundation Wealth & Tax Advisors, LLC, holding nine years of industry experience. He is the owner of Joseph Hill & Associates, an accounting and consulting firm, and has served in advisory roles at Bestgate Wealth Advisors and Court Place Advisors. In addition to his advisory work, he maintains a partial ownership interest in Makeup By Judee Jo, LLC. Foundation Wealth & Tax Advisors, LLC provides portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm uses a variety of analytical approaches and offers specialized services including pension consulting and digital asset diversification, operating from multiple offices with principals who have affiliated law and accounting businesses.

Justin Yager is an advisor at BrightPath Wealth Advisors LLC in Crofton, MD, holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at NY Life Securities LLC and New York Life Insurance Company. Prior to his advisory career, he worked in various positions outside finance, including at Strategic Value Media and Raleigh Swim School. BrightPath Wealth Advisors LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and certain business entities. The firm focuses on ongoing portfolio monitoring and client-specific investment policies, utilizing fundamental analysis and documented client objectives to guide investment decisions.

Kathryn Putek is a financial advisor with 13 years of industry experience, currently working at Middleton Gardiner Group, LLC since 2011. She holds a Series 65 designation and is based in Annapolis, MD. She is part of 1 North Wealth Services, LLC, a team of five advisors that provides discretionary investment management and financial planning to individuals, businesses, retirement plans, estates, trusts, and charitable foundations. The firm employs an active, discretionary approach incorporating fundamental and technical analysis and offers multiple strategies including capital preservation, total return, growth, alternatives, and sustainable investing.

Nathan Forristal Garcia is a CFP® with 13 years of industry experience, currently serving as an advisor at Strategic Wealth Partners, Ltd. since 2017. Prior to this, he worked at Westbourne Investments Inc for two years. Outside of financial advising, he owns and manages a digital marketing and advertising business, Mavrik Digital. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion, serving individuals, pension plans, foundations, and corporate accounts. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, employing a diversified investment approach that includes both long- and short-term strategies.

Joseph Manfredi is a financial advisor with Baltimore-Washington Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has worked at Baltimore-Washington Financial Advisors since 2015, following prior roles at Wells Fargo Clearing and UBS Financial Services. Baltimore-Washington Financial Advisors serves individuals, families, trusts, estates, foundations, and non-profit organizations with fee-only wealth management services, including financial planning, portfolio management, integrated tax services, and business services. The firm uses a team-based, holistic approach to align investment strategies with client goals and tax situations, supported by a weekly Investment Committee and detailed service tiers.

Michael Lightfield is a financial advisor at Horter Investment Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and is the owner of Lightfield Wealth Management, where he provides financial planning and investment advice. Additionally, he manages Columbia Tax Advisory Group, LLC, a tax and accounting firm. Horter Investment Management offers investment advisory and financial planning services primarily to individual and high-net-worth clients, utilizing an Investment Committee-driven multi-manager approach with discretionary and non-discretionary portfolio management options.

Ryan Herbert is a financial advisor with Prostatis Financial Advisors Group in Hanover, MD, holding a Series 66 designation and 17 years of industry experience. He has worked at Peak Brokerage Services LLC and TCM Securities, Inc., and has been with Prostatis Financial Advisors since 2008. Prostatis Financial Advisors Group manages approximately $509 million in client assets through a multi-team of 18 advisors, serving individual, high-net-worth, and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services.

Christina White is a CFP® professional with 17 years of industry experience. She is currently with Kilter Group and has previously worked at firms including Beacon Pointe Advisors and VOYA Financial Advisors. In addition to her advisory role, she is licensed as an insurance agent with Beacon Pointe Insurance Services. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension-plan sponsors. The firm employs a top-down, macro tactical asset-allocation strategy and integrates technology-enabled tools, offering discretionary and non-discretionary portfolio management alongside estate-planning and pension consulting services.

Gavin Walter is a CFP® and holds a Series 65 license with Williams Asset Management, where he has worked for two years in total, including a prior tenure before rejoining the firm. He has one year of experience at Commonwealth Financial Network and four years associated with the University of Maryland College Park in a non-advisory capacity. Williams Asset Management serves individuals, high-net-worth clients, and charitable organizations by providing discretionary investment management, wealth management, and financial planning. The firm utilizes a combination of fundamental, quantitative, Modern Portfolio Theory, and technical analysis along with long-term trading and options strategies to tailor portfolios according to client risk profiles and time horizons.

Peter Geier is a CFP® professional with one year of industry experience, currently serving at Financial Consulate in Baltimore, MD. His prior roles include positions at Greenspring Associates and Towson University. Financial Consulate serves individuals, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management, integrating tax and accounting services alongside retirement-plan consulting. The firm’s investment approach combines tactical asset allocation with fundamental and macroeconomic analysis, emphasizing capital preservation and adaptive positioning.

Reese Corley is a financial advisor at Scarborough Capital Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Equitable Advisors and Independent Financial Group. Corley also serves as a non-commissioned officer and squad leader in the U.S. Army Reserves, where he trains soldiers and operates military vehicles. 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 with model portfolios and provides portfolio management, financial planning, educational seminars, and sub-advisory services for retirement plans.

Duncan Mccall is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Williams Asset Management, where he has been since 2022, and previously worked at Commonwealth Financial Network. Outside of his advisory role, he is a member of entities managing real estate investments in Pennsylvania and Maryland. Williams Asset Management provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-disciplinary investment approach including fundamental, quantitative, and technical analysis, with portfolio strategies tailored to client risk tolerances and time horizons.