Genti Cici is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He is the founder of StandUP Advisors, where he has served as a fiduciary advisor since 2017. In addition to his work at StandUP Advisors, he provides financial planning and fiduciary advice to clients through an independent contractor relationship with InvestEd. StandUP Advisors is a fee-only fiduciary firm serving individuals, families, trusts, estates, and charitable organizations. The firm uses a customized, goals-based process and manages assets on a discretionary basis with a broadly diversified, ETF-style global investment approach, offering both all-ETF core strategies and core-satellite options.

Alexander Campbell IV is a financial advisor at A.G. Campbell Advisory, LLC with one year of industry experience. He previously worked at Stepstone Group LP for three years and spent six years in education before entering the financial sector. A.G. Campbell Advisory provides discretionary and non-discretionary investment management, financial planning, access to third-party managers, and family office services to individuals, high-net-worth families, and institutional clients. The firm manages approximately $403.9 million across a client base of 61, focusing on diversified portfolios and ongoing monitoring with options for both discretionary and non-discretionary account management.

Leonard Cooperman is a financial advisor at MJC Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at MJC Advisors since 2013. MJC Advisors, LLC provides discretionary investment advisory services and fee-only financial planning to individuals, trusts, estates, pensions, and profit-sharing plans. The firm manages approximately $190 million in discretionary assets for about 83 clients, implementing asset allocation strategies based on Modern Portfolio Theory using mutual funds, ETFs, and selective individual equities.

Micah Patashnik is a CFP® with 13 years of industry experience, currently serving at Macroview Investment Management LLC. He has worked at Absolute Investment Management since 2012. Macroview Investment Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, corporations, non-profits, and pension and profit-sharing plans. The firm employs a top-down, macroeconomic investment approach and manages portfolios with diversified strategies that may include third-party managers.

Lillie Hughes is a financial advisor at Foundry Wealth Advisors, LLC in Baltimore, MD, holding a Series 65 license with four years of industry experience. Prior to joining Foundry Wealth Advisors in 2021, she held roles at United Way of Central Maryland and Rutland Beard Floral Group, and she also spent several years affiliated with the College of William & Mary. Foundry Wealth Advisors serves individual and high-net-worth clients with ongoing portfolio management and comprehensive financial planning, utilizing model portfolios tailored to client risk profiles and specific financial needs. The firm manages approximately $163 million for about 66 clients through a team of four advisors.

Donald Mattran Jr. is a financial advisor with Foundry Wealth Advisors, LLC in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Foundry Wealth Advisors and its predecessor entity since 2016. Outside of his advisory role, he is co-owner of Matador Holdings, LLC, which provides advertising services for Foundry Wealth Advisors at PCA driving events. Foundry Wealth Advisors serves individual and high-net-worth clients, offering portfolio management and comprehensive financial planning. The firm uses model portfolios tailored to client risk profiles and specific needs, managing assets primarily on a discretionary basis through a four-advisor team.

Jaron Beach is a CFP® with six years of industry experience, currently serving as an advisor at Pointer Financial Advisors LLC. His prior experience includes roles at Canter Wealth, Cetera Financial, Northwestern Mutual, and LPL Financial. Pointer Financial Advisors serves individual clients across various wealth levels as well as trusts, estates, family businesses, charitable organizations, and plan assets, providing discretionary investment management and integrated wealth and financial planning services. The firm focuses on customized strategic asset allocation and fundamental analysis to achieve global diversification across multiple asset classes.

Elliot Pepper is a CFP® professional with six years of experience currently with Northbrook Financial in Baltimore, MD. He is also a CPA and Managing Member of Northbrook Tax, LLC, a tax planning and preparation firm. In addition, he teaches financial literacy at Beth Tfiloh Dahan Community School. Northbrook Financial provides investment management and financial planning primarily to individual and high-net-worth clients, as well as employer-sponsored retirement plans. The firm uses a tailored approach combining multiple analytical methods and modern portfolio theory, managing approximately $108.8 million in discretionary assets for around 127 clients with a two-advisor team.

H. Joseph Parnes is the president of Technomart RGA Inc. and has 4 years of industry experience as a financial advisor. He has been associated with Stern Investment Advisors, LLC since 2006. Technomart RGA Inc. is a longstanding firm based in Baltimore, MD.

Richard Gaige is a CFP® professional with 23 years of industry experience. He is currently a managing partner and Co-CEO at GLR Partners, where he oversees investments and portfolio management. Prior to joining GLR Partners, he worked for ten years at UBS Financial Services. GLR Partners provides personalized financial planning and investment advisory services to individuals, family offices, trusts, estates, and qualified retirement plans. The firm manages approximately $260.7 million in discretionary assets for around 170 clients, employing fundamental research to build long-term portfolios while allowing for shorter-term trading when appropriate.

Andrew Magdar is a Series 65-licensed advisor at White Oak Wealth Management in Columbia, MD, with less than one year of industry experience. His prior work includes roles in banking and the hospitality sector, as well as being a full-time student. White Oak Wealth Management serves individuals, trusts, estates, and charitable organizations, managing approximately $124.2 million in discretionary assets. The firm employs a blend of fundamental, technical, and quantitative analyses to create tailored investment plans and utilizes discretionary management with diverse investment vehicles, including the use of leverage and derivatives where appropriate.

Gary Williams is a CFP® with over 31 years of experience in the financial services industry. He is the founder of Williams Asset Management and has also spent significant time at Commonwealth Financial Network. Outside of his advisory work, he is the author of the book *Art of Retirement* and holds several nonprofit roles, including chairing the investment committee and serving on the executive board at the Y of Central Maryland. 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 multi-disciplinary investment approach combining fundamental, quantitative, and technical analysis, and incorporates options strategies alongside long-term trading.

Alec Sunners is a CFP® professional with three years of industry experience, currently serving at The Financial Consulate since 2020. Prior to his advisory role, he worked at Saucon Valley Country Club from 2016 to 2019 and was a student until 2021. The Financial Consulate provides comprehensive financial planning and investment management services to individuals, corporate retirement plans, and institutional clients. The firm employs a "Risk Opportunity Investing" approach that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis, and integrates tax and accounting services alongside its advisory offerings.

Joseph Colman is a CFP® with six years of industry experience, currently serving as a financial advisor at Colman Knight Advisory Group, LLC since 2019. Prior to joining the firm, he worked at JP Morgan for two years and spent four years at Kenyon College. Outside of advisory work, he serves as a trustee for two non-investment related family trusts, overseeing maintenance, accounting, and tenant management. Colman Knight Advisory Group is a fee-only, SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, consulting, and portfolio management services. The firm employs a fundamentally oriented, global buy-and-hold investment approach with individualized policy statements and offers both project-based and comprehensive planning on fixed-fee or retainer arrangements.

James Rossman is a financial advisor at Buttonwood Financial Advisors, Inc. in Baltimore, MD, holding Series 63 and Series 65 licenses with 24 years of industry experience. He previously worked for Variphasе Financial Partners, LLC for 26 years before joining Buttonwood Financial Advisors in 2023. Buttonwood Financial Advisors provides portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $393 million in client assets and follows a disciplined investment process that includes fundamental analysis, mutual fund and ETF evaluation, and strategic asset allocation.

Katherine Groce is a financial advisor with Prostatis Financial Advisors Group in Hanover, MD, holding a Series 66 designation and 14 years of industry experience. She previously worked at Peak Brokerage Services LLC and Taylor Capital Management Inc. Groce manages client service operations and assists with financial planning within her firm. Prostatis Financial Advisors Group serves individuals, high-net-worth clients, and various institutions with investment management and financial planning, utilizing a top-down, tactical asset-allocation strategy that includes sector rotation and oversight of third-party managers employing AI and machine-learning models.

Francis Frisch is a financial advisor with Chapin Davis in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Chapin Davis since 2009. Outside of advisory work, he acts as an independent contractor sales agent for Chapin Davis Insurance, focusing on variable and fixed insurance products. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts, managing approximately $539 million in assets. The firm employs a range of investment strategies and offers discretionary and non-discretionary portfolio management through a multi-advisor team.

Lindsay Dryden is a financial advisor at Black Diamond Financial, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and serves on the boards of CDS Logistics, Washington E-Sports Ventures, and Lindblad Expeditions Holdings. Her career includes roles at Mountain Top I, LLC, Nesco Holdings, and Cision Ltd. Black Diamond Financial, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering portfolio management and financial planning services. The firm emphasizes asset allocation and low-cost, tax-efficient, index-based strategies, supplemented when appropriate by institutional-quality private investments.

Schuyler Engelhardt is a CFP® and holds a Series 66 license, with 15 years of industry experience. He is affiliated with Armstrong Dixon in Baltimore, MD, and has been associated with Ade LLC and LPL Financial LLC since 2013. Outside of his advisory work, Engelhardt engages as an educational speaker. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a strategic, diversified global asset-allocation approach that integrates both active and passive management, overseen by an investment committee and incorporating specialized investment exposures.

Bernard Kavanagh is a financial advisor with EquityCompass Investment Management, LLC in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Stifel, Nicolaus & Company, Incorporated since 2013 and has been with Equity Compass Strategies since 2011. EquityCompass Investment Management provides model portfolios and discretionary investment management to financial intermediaries, institutions, and individual clients. The firm uses a research-driven, rules-based process that combines fundamental and quantitative analysis to implement focused, diversified, equal-weighted portfolios across various asset classes and strategies.