Wade Kauffman is a financial advisor at Packerland Brokerage Services, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Packerland since 2016 and at Kent Mittrick and Associates since 2015. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through various account management options and utilizes the Hilltop/Envestnet platform to deliver its services.

Kyle Dixon is a financial advisor with Mariner Independent, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Valic Financial Advisors and Agia. He is currently associated with Connect Wealth and Mariner Platform Solutions. 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, model portfolios, third-party managers, and retirement plan services, supported by institutional resources and affiliated investment entities.

Vanessa Patterson is a Series 65-licensed financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She has previously worked with Appraisal Connections and New Perspective Financial Services and maintains a concurrent role in real estate sales with Berkshire Hathaway Home Services. Outside of financial advising, she holds a 10% ownership stake in the Southern Maryland Seahawks basketball team, where she is involved in recruiting, marketing, and ticket sales. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting for individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays and generally operates with discretionary trading authority subject to client restrictions.

Gary Stringer is a CFA® charterholder with 27 years of industry experience. He is currently affiliated with Shelton Capital Management and serves as President and Chief Investment Officer of Stringer Asset Management, a registered investment adviser. His career includes roles at RFS Partners and Matrix 360 Distributors. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individuals. The firm employs a multi-disciplinary investment approach incorporating fundamental, technical, and quantitative analysis, with some strategies utilizing options and derivatives, as well as ESG screening and data-science tools in stock selection.

Corey Truss is a financial advisor at Navy Federal Investment Services, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Navy Federal, he worked at LPL Financial for seven years and Tower Federal Credit Union for ten years. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management. The firm uses third-party portfolio managers on the Envestnet platform and offers a range of advisory and brokerage services.

Raymond Harrison is a financial advisor at Lombard Advisers Incorporated with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lombard Securities since 2003 and Painewebber Incorporated since 1987. Outside of advising, he is involved in outside insurance sales. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs and uses a variety of analytical methods to construct and monitor portfolios, with a majority of assets managed on a non-discretionary basis allowing clients to retain final trading authority.

Brian Krawiec is a CFP® and ChFC® with 18 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at Wike Financial, LLC and Raymond James Financial Services. He also provides financial planning and advisory services as an independent contractor for Potomac Financial Group. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans with wealth management, investment management, and financial planning services. The firm employs a long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities tailored to client objectives and risk tolerance.

Brian Davis is a financial advisor at Apollon Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at CIC Wealth, LLC and Commonwealth Financial Network. He is also involved with Clearview Consulting, Inc., where he has been active for 15 years. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed investment strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, and advisory roles for private and pooled investment vehicles.

Chelsea English is a CFP® professional with nine years of industry experience, currently with Root Financial Partners. Prior to joining Root, she worked at Lee, Sipe and Associates and Serving Those Who Serve, among other roles. Outside of advising, she occasionally provides pet-sitting services. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client goals and risk profiles, and provides educational programming alongside its advisory services.

Selena Kemp is a financial advisor at Procyon with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. In addition to her advisory role, she is the CEO of SK Consulting Solutions, where she oversees financial system reviews and process improvements. Procyon serves a diverse client base including individuals, families, trusts, businesses, and institutional investors, offering investment management, financial planning, and consulting services. The firm emphasizes customized, fundamentally driven portfolios and operates with a significant non-discretionary asset base across multiple offices and affiliated businesses.

Anna Wisniewski is a CFP® professional at Facet with three years of industry experience. She previously worked at Murphy O'Brien Inc. for ten years. Facet serves individual members across a wide range of wealth levels, offering tiered, subscription-based financial planning and implementation services that include discretionary investment management and bundled estate or tax services. The firm emphasizes holistic financial planning through its Total Financial Life Resources framework and uses technology-driven, tax-optimized investment strategies.

Danita Yetter is a CFP® with six years of industry experience, currently serving at Cape Investment Advisory, Inc. She has held roles at American Global Wealth Management, Inc. and The Prudential Insurance Company of America among others. In addition to her advisory work, she acts as a financial advisor involved in the sale of long-term care insurance, fixed annuities, and life insurance products, and serves as a notary for the state of Maryland. Cape Investment Advisory, Inc. serves a diverse client base including individuals, businesses, qualified pension and profit-sharing plans, and trusts. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to both affiliated and third-party asset managers, utilizing a process that incorporates clients’ financial situations and risk tolerances with portfolio optimization tools.

Stephen Mazer is a financial advisor with Mariner Independent in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Cetera, Sageview Advisory Group, United Income, Capital One Investing, and HSBC. He is also involved with Rational Wealth Solutions, offering investment advisory services. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s platform supports model portfolios, discretionary management, and offers retirement plan services with integrated fiduciary support and access to institutional resources through affiliated entities.

Donald Moore II is a financial advisor with Capital Analysts in Greenbelt, MD, holding a Series 66 designation and 11 years of industry experience. He has been with Lincoln Investment since 2015. Outside of advisory services, he works as a sales representative for Columbus Life and The State Life Insurance Company/One America, focusing on life and long-term care insurance. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with a proprietary mutual-fund screening process and maintains a fiduciary role in managing accounts.

William Hufnell is a CFP® professional with nine years of industry experience, currently serving at Modera Wealth Management, LLC since 2024. Prior to this, he worked for Annapolis Financial Services, LLC/Bay Point Wealth from 2011 to 2024. Outside of his advisory role, he serves as Programs Chair for the Anne Arundel Estate Planning Council and Treasurer for the Neighborhood Association of Ridgely's Delight. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios of mutual funds, ETFs, individual securities, and selective strategies such as ESG integration and private placements.

Alan Johnson is a financial advisor at Financial & Tax Architects, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Professional Group, Inc. since 2011. In addition to his advisory role, he works full-time as an independent insurance agent. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using exchange-traded funds, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Todd Hall is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Principal Advised Services since 2022 and has also worked with Principal Securities Inc. and Principal Life Insurance Company since 2006. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools like Morningstar with proprietary models and discretionary investment management. The firm operates as part of the Principal Financial Group, leveraging affiliated entities for a comprehensive suite of financial products and services.

Erin Villamizar is a CFP® professional with one year of experience at Modera Wealth Management, LLC. She previously worked for eight years at Red Oak Financial Group and two years with Baltimore County Public Schools. Outside of finance, she volunteers as a musician with various local jazz bands and community music groups in the Towson, MD area. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors with a range of services including wealth management, portfolio management, retirement plan consulting, and financial planning. The firm uses a diversified asset allocation strategy based on Modern Portfolio Theory and combines investment management with in-house accounting, tax services, and business coaching.

Rick Hoskins Jr. is a financial advisor at Impact Partnership Wealth, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Sorrento Pacific Financial, and New Perspective Financial Solutions. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 91 advisors. The firm offers a range of portfolio management and financial planning solutions and operates within a broad affiliated-entity ecosystem that supports diverse investment strategies and advisor flexibility.

Jose Jimenez is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at OneAscent Financial Services LLC since 2024 and previously at Parsonex Advisory Services, INC from 2020 to 2024. Jimenez serves as a battalion chaplain in the US Navy, providing religious support to soldiers. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers a range of asset management and consulting services, utilizing individualized asset-allocation strategies and various model-based and UMA platforms.