Karissa Goessl is a financial advisor at Williams Asset Management with eight years of industry experience. She holds a Series 65 designation and has worked at firms including Commonwealth Financial Network and Cadaret, Grant & Co., Inc. prior to her current role. Williams Asset Management provides discretionary portfolio management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, incorporating long-term trading and options strategies in its investment approach.

Peter Wyrough is a CFP® with 41 years of industry experience, currently serving at DMK Advisor Group, Inc. He has held roles at firms including ValueWealth Services, LLC and Purshe Kaplan Sterling Investments. Outside of his advisory duties, he is involved in the development of a financial software tool pending patent and is a member of the Society of Cincinnati of Maryland, where he chairs both the Education and Fellowship Committees. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers discretionary active management and non-discretionary consultative relationships, utilizing mutual funds and exchange-traded funds guided by technical and fundamental analysis, and operates with a unique combination of registered broker-dealer and investment adviser services.

Robert Carpenter is a financial advisor at Baltimore-Washington Financial Advisors with 35 years of industry experience. He has been with the firm since 2012. Carpenter holds Series 63 and Series 65 licenses. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm emphasizes diversified, model portfolio strategies overseen by a weekly investment committee and integrates financial planning with tax considerations. It manages a large client base with standardized processes and offers specialized services such as business transaction support and a Living Legacy aging plan.

Kimberly Owen is a CFP® and holds a Series 66 credential with 17 years of experience in financial advisory roles. She is currently with Prostatis Financial Advisors Group and has previously worked at The Vanguard Group and SunTrust Advisory Services. In addition to her advisory work, she owns a rental property in Fort Myers, Florida. Prostatis Financial Advisors Group serves individual clients, including high-net-worth individuals, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, tactical asset-allocation strategy with sector rotation and integrates independent third-party managers, including those utilizing AI and machine-learning models, into client portfolios.

Anthony Clark is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at Innovation Capital Management LLC and Houstoun Capital Management, Inc. before joining Westbourne Investment Advisors Inc. in 2025. Anthony is based in Annapolis, MD, and is part of a five-advisor team at Westbourne. Westbourne Investment Advisors provides discretionary portfolio management to individuals, trusts, corporate accounts, pension plans, and non-profit organizations. The firm employs an equity-oriented, buy-and-hold investment strategy, combining fundamental analysis with technical review, and manages approximately $359 million across 420 accounts.

Nicholas Innerbichler is a financial advisor at Elite Income Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Horter Investment Management and Cambridge Investment Research. In addition to his role at Elite Income Advisors, he is involved with Retirement Planning Services, where he provides client service and investment advice related to advisory accounts and insurance. Elite Income Advisors serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and pension consulting, typically implementing strategies through model portfolios and sub-advisers while maintaining supervisory and client service responsibilities.

James Brennan is a CFP® with 21 years of experience in the financial industry. He has been with Middleton Gardiner Group, LLC since 2005. Brennan is based in Annapolis, MD, and holds a Series 63 license. He is part of 1 North Wealth Services, LLC, a team of six advisors that provides discretionary investment management, financial planning, and retirement-plan consulting to individual investors, retirement plans, estates, trusts, closely held corporations, and charitable foundations. The firm uses a team-based investment committee approach emphasizing fundamental analysis and offers Sustainable/ESG-focused portfolios among other strategies.

Robert Ready Jr. is a financial advisor at Widmann Financial Services in Bowie, MD, holding a Series 66 designation with 25 years of industry experience. He has been with Widmann Financial Services and Commonwealth Financial Network since 2001. Ready is a co-owner of Widmann Financial Services, a private entity involved in securities, advisory, and insurance business. Widmann Financial Services offers discretionary asset management, financial planning, and consulting services to individuals, families, businesses, charitable organizations, trusts, and estates. The firm employs a hybrid, research-driven investment process that incorporates third-party research from providers such as Morningstar and Standard & Poor’s, managing portfolios on a discretionary, long-term basis while also engaging in active trading and use of derivatives.

Jonathon De Feo is a CFP® with eight years of industry experience, currently with Elite Income Advisors, Inc. in Ellicott City, MD. His prior experience includes roles at LPL Financial LLC, Compton Financial Group, LLC, Bank of America, N.A., and Merrill Lynch. He is also involved in insurance sales and service through Retirement Planning Services, Inc. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, and estates by providing financial planning, discretionary portfolio management, retirement-plan consulting, and advice on investment and insurance strategies. The firm uses model portfolios from third-party providers and offers participant education and client workshops as part of its services.

Brian Mc Kinney is a CFP® professional with nine years of industry experience, currently serving at Williams Asset Management in Columbia, MD. He has been with the firm since 2016. Outside of his advisory role, he owns BSM Partners Inc., a private entity related to securities, advisory, and insurance business. 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 combination of fundamental, quantitative, and technical analysis to construct portfolios tailored to client risk tolerances and time horizons.

Alexander Baloga is a financial advisor at ValueWealth Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at 4J Wealth Management, LLC and The Ellerson Group. Prior to his financial services career, he was employed at the Flaum Eye Institute and Rochester Medical School. ValueWealth Services, LLC manages approximately $319 million for around 420 clients, offering investment supervisory and portfolio management services along with financial planning. The firm employs a multi-factor investment process incorporating fundamental, technical, and cyclical analysis, and may utilize strategies such as short-term trading, margin, short sales, and options when appropriate.

Glenn Drake is a CFP® professional with 38 years of industry experience, currently serving at Apollon Financial, LLC. He has previously worked at LPL Financial for six years and Wells Fargo Advisors Financial Network LLC for ten years. Outside of his advisory work, he co-manages a company 401(k) plan and holds ownership interests in several related business entities. Apollon Financial is an SEC-registered advisory firm serving individuals, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team-based approach that combines centrally managed model strategies with locally managed portfolios and access to private and alternative investments.

Tyler Kluge is a CFP® professional with eight years of industry experience, currently serving as an advisor at Baltimore-Washington Financial Advisors. He has been with the firm since 2016, working in various roles within the organization. Baltimore-Washington Financial Advisors is a fee-only wealth management firm that serves individuals, families, trusts, estates, foundations, and non-profit organizations. The firm employs a team-based, holistic approach combining financial planning, portfolio management, tax services, and business advisory to align investment strategies with clients’ goals and tax situations.

Brian Canet is a financial advisor at Prostatis Financial Advisors Group in Hanover, MD, holding a Series 65 designation with seven years of industry experience. He has been with Prostatis Group LLC since 2018 and previously worked at Howard County Community College from 2013 to 2017. Prostatis Financial Advisors Group serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $509 million in assets through a multi-team approach, offering discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services with a focus on tactical asset allocation and sector rotation.

Thad Ismart is a Certified Financial Planner® with 18 years of industry experience, currently serving as an advisor at Baltimore-Washington Financial Advisors since 2013. He holds Series 63 and Series 66 licenses. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs a model portfolio investment approach overseen by a weekly committee and integrates financial planning with tax and investment services to support a diverse client base through scalable, standardized processes.

Joseph Sera is a Series 65-licensed advisor at Sera Capital Management, LLC with five years of industry experience. He has worked at Sera Capital Management since 2019. Outside of his advisory role, he is the president and owner of JTM, Inc., a commercial real estate sales and leasing business. Sera Capital Management serves individuals and families, including high-net-worth clients, with discretionary and non-discretionary portfolio management and targeted investment consulting. The firm manages a mix of liquid securities and alternative investments, providing specialized consulting such as 1031 like-kind exchange support.

Prashant Sabapathi is a financial advisor with Elite Income Advisors, Inc. in Ellicott City, MD, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Elite Income Advisors since 2017 and previously held roles at Investment Advisors Corp and Broker Dealer Financial Services Corp. Sabapathi is also involved in insurance sales and service through Retirement Planning Services, Inc. Elite Income Advisors serves individual clients—including high-net-worth households—retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers broad financial planning, discretionary portfolio management using model portfolios and sub-advisers, and emphasizes participant education and communications for retirement plans.

Konner Munn is a financial advisor at Elite Income Advisors, Inc. with two years of industry experience. He holds the Series 65 and Series 63 credentials and previously worked at Fidelity Investments and Fidelity Brokerage Services, LLC. Elite Income Advisors serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates by providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses model portfolios from third-party providers and offers participant education and employee communications for retirement plan clients.

Yvonne Scoggins is a financial advisor at Curio Wealth, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Annapolis Financial Services, Jsk Financial Services, and Stewardship Financial Planning. Curio Wealth provides personalized financial planning and discretionary investment management primarily to individuals, trusts, estates, and small businesses. The firm offers various advisory formats and constructs portfolios tailored to clients’ objectives, tax situations, and risk tolerances, using a range of investment vehicles including no-load mutual funds, ETFs, equities, and fixed income.

William Atkins is a financial advisor at Alden Capital with 14 years of industry experience and holds a Series 66 designation. He has worked at firms including Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, MML Investors Services, and MassMutual. Outside of his advisory role, he operates as an independent agent providing property and casualty insurance for personal and commercial lines. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and nonprofit entities, managing approximately $1.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, sub-advisory services, and retirement plan fiduciary support, utilizing customized asset allocation strategies and proprietary technology platforms.