Wade Kauffman is a financial advisor at Packerland Brokerage Services, Inc. with 24 years of industry experience. He holds the Series 66 designation and has been with Packerland Brokerage Services since 2016. He also maintains a role with Kent Mittrick and Associates, where he has worked since 2015. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors and offers a range of investment solutions including financial planning, portfolio management, and retirement-plan consulting. The firm uses the Hilltop-cleared Envestnet platform to provide various managed account programs and operates as both an SEC-registered investment adviser and a FINRA member broker-dealer.

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 with Shelton Capital Management and has held prior roles at Morgan Keegan & Company, LLC and Legg Mason Wood Walker, Incorporated. Stringer also served as President and Chief Investment Officer at Stringer Asset Management, LLC. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors through a variety of account types and advisory programs. The firm employs an active, discipline-specific approach incorporating fundamental, technical, and quantitative analysis, with strategies that include options and derivatives, ESG screening, and data-science tools.

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 and has previously worked at LPL Financial and Tower Federal Credit Union. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers and provides layered investment solutions and digital automated portfolios.

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.

Yolanda Degrange is a CFP® with 18 years of industry experience, currently serving at John Hancock Personal Financial Services, LLC. She has worked with John Hancock and its affiliated entities since 2019 and previously at Diversified Investors Securities Corp. from 2012 to 2019. Outside of her financial advisory role, she is registered as an agent for a makeup-related business but is not involved in its daily operations. John Hancock Personal Financial Services, LLC offers financial planning, consultative services, and an Emergency Savings program to a diverse client base, including individuals, trusts, and non-profits. The firm uses technology-assisted, written financial plans that advisors review, providing a scalable service model with a notably high client load per advisor.

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.

Michael Shires is a CFP® with 10 years of experience in the financial advisory industry. He currently works at CW Advisors, LLC and has previously held roles at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., and Private Advisor Group, LLC. CW Advisors, LLC is a multi-team advisory firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a Core-and-Satellite investment approach using active, passive, quantitative, and ESG strategies, and provides services including investment management, comprehensive wealth planning, and family office solutions.

Freddie Watson is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 1989. Outside of his advisory role, Watson serves as president of Watson Family Farms LLC. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, 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 advisors and in-house investment management.

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.

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. He is currently with OneAscent Financial Services LLC since 2024 and previously worked at Parsonex Advisory Services and Parsonex Securities. In addition to his financial advisory work, he 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/dealer customers, and other institutions. The firm offers a range of services including asset management, financial planning, Unified Managed Account solutions, and outsourced CIO and CCO services, utilizing both model-based platforms and individualized investment approaches.