Gary Stringer is a CFA® charterholder and holds Series 63 and Series 66 licenses, with 28 years of industry experience. He has worked at firms including Morgan Keegan & Company, LLC, Legg Mason Wood Walker, Incorporated, and founded Stringer Asset Management, where he served as President and Chief Investment Officer. He is currently affiliated with Shelton Capital Management. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofit organizations, and individual investors. The firm employs an active, discipline-specific approach combining fundamental, technical, and quantitative analysis, and integrates ESG screening and data-science techniques in its investment strategies.

Corey Truss is a financial advisor at Navy Federal Investment Services, LLC with eight years of industry experience. He holds the Series 65 and Series 66 designations. His prior experience includes roles at LPL Financial, Tower Federal Credit Union, and HF Advisory Group, LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm’s investment approach primarily involves selecting and monitoring third‑party portfolio managers through managed advisory programs on the Envestnet platform.

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 Davis is a financial advisor at Apollon Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at CIC Wealth, LLC and Commonwealth Financial Network. Davis is also involved with Clearview Consulting, Inc., where he has been active since 2011. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, and institutional clients, employing a combination of centrally managed strategies and locally tailored portfolios supported by technology and specialized investment approaches.

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 Series 63 and Series 65 credentials and 27 years of industry experience. She previously worked at Wells Fargo Clearing for six years before joining Procyon in 2022. Outside of her advisory role, she is the CEO of SK Consulting Solutions, a firm focused on reviewing and improving financial systems for businesses. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, and government clients. The firm manages approximately $9.2 billion in assets, primarily on a non-discretionary basis, utilizing fundamental analysis across various asset classes and employing AI tools to support research and monitoring.

Anna Wisniewski is a CFP® professional with three years of industry experience, currently with Facet since 2021. She previously worked at Murphy O'Brien Inc. for ten years. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households through phone, video, and a proprietary web platform. The firm offers model-based asset allocations using ETFs and employs technology-driven processes, including machine-learning algorithms, to support tax-optimized portfolio implementation and regular account reviews.

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.

Amy Lazas is a Series 65-credentialed advisor with Integrity Advisory Solutions in Columbia, MD, and has one year of experience in the financial industry. She is also the owner and attorney at Providence Law Group, LLC, where she focuses on estate planning. Lazas is a member of the American Academy of Estate Planning Attorneys. Integrity Advisory Solutions serves individuals, high-net-worth clients, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing both fundamental and technical analysis alongside a variety of asset-allocation frameworks.

Donald Moore II is a financial advisor with Capital Analysts based in Greenbelt, MD, holding a Series 66 designation and having 11 years of industry experience. He has worked at Lincoln Investment since 2015. Outside of advisory work, Moore also serves as a representative for Columbus Life, providing product knowledge on non-equity life insurance, and for The State Life Insurance Company/One America, assisting clients with long-term care insurance needs. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and its in-house Investment Management & Research team.

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.

Benjamin Offit is a CFP® with 17 years of industry experience. He is currently an advisor at Composition Wealth, LLC and has previously worked at Offit Advisors and Clear Path Advisory. Offit is also involved in insurance planning and risk management as an insurance agent and serves as a principal at a tax and accounting firm. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, trusts, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified funds, with additional strategies such as options and private investments, and manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

Jose Jimenez is a CFP® professional with 11 years of industry experience, currently affiliated with OneAscent Financial Services LLC since 2024. He previously worked at Parsonex Advisory Services, Inc. and Parsonex Securities, and concurrently 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, broker/dealers’ customers, and other institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and unified managed account solutions, utilizing both advisor-managed and model-based investment approaches.

Gregory Karanzalis is a financial advisor at Mariner Independent with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Valic Financial Advisors and Mutual Advisors, LLC. Outside of advising, he serves as a notary public and is a managing member of a real estate investment LLC with his wife. Mariner Independent serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and alternative investments through a network of over 100 advisors supported by in-house and third-party resources.

Martin Hopkins is a CFP® with 22 years of industry experience, currently serving at Modern Wealth Management, LLC since 2024. Prior to this, he worked at Wealth Management Solutions and founded Hopkins Investment Management, LLC. He is also the manager of the general partner for a private fund through Hopkins Capital Partners GP, LLC. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management model and offers a range of services such as discretionary investment management, financial and tax planning, estate assistance, and ERISA plan services.

William Moir is a CFP®-certified financial advisor with five years of industry experience. He currently works at Modera Wealth Management, LLC and previously held roles at firms including Abich Financial Wealth Management, OSAIC, and Merrill. There are no reported outside business activities. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm integrates traditional investment management with in-house accounting, tax services, and business coaching, employing a diversified asset allocation approach centered on Modern Portfolio Theory.