Mitchell Caplan is a financial advisor at Composition Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Caplan Financial Group, LLC for 23 years. He is also a licensed insurance agent involved in insurance sales and implementations unrelated to investment advisory. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other strategies, and manages approximately $9.47 billion in discretionary assets across multiple advisors.

Kevin Lutz is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Morgan Stanley, PBMARES Wealth Management LLC, and Sawyer Group Inc. He serves on the boards of The Boy's Latin School and Baltimore Outreach Services, a nonprofit organization assisting homeless women and children. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Donna Gestl is a CFP® professional with 28 years of industry experience. She is currently with Prosperity - An EisnerAmper Company and has held roles at Dai Securities LLC, EAG Wealth Management Strategies, and Triad Advisors Inc. since 2011. Gestl is also a senior vice president of The Prosperity Consulting Group, LLC, where she has been involved since 2004. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm uses asset allocation and diversification strategies and leverages third-party managers and technology platforms to support its service offerings.

Howard Pinson is a CFP® professional with 36 years of industry experience. He is currently with Gateway Wealth Partners, LLC and has previously worked at LPL Financial LLC and National Planning Corporation. He has operated Pinson Wealth Management since 2005. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Jeffrey Troll is a CFP® and CFA® with 21 years of experience in the financial advisory industry. He currently works at CW Advisors, LLC and previously spent 16 years at Pinnacle Advisory Group, Inc. He serves as a partner at Waypoint Consulting Group and is a board member of Marylandreporter.com. CW Advisors, LLC is a multi-team firm that offers investment management, comprehensive wealth management, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach with a blend of active, passive, quantitative, and ESG strategies, and provides solutions for other registered investment advisers and private funds.

Lisa Edwards is a CFP®, CFA®, and holds a Series 65 license with five years of industry experience. She is currently an advisor at Choreo, LLC, where she has worked since 2026. Prior to joining Choreo, she was with WMS Partners, LLC for six years and spent fourteen years at Farmer Mac. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios, implementing client portfolios through various managed accounts and funds, with oversight by a centralized Investment Committee.

Michael Hamolia is a CFP® professional with 14 years of industry experience. He currently works at CW Advisors, LLC and previously spent 16 years at Pinnacle Advisory Group, Inc. and five years at Congress Wealth Management LLC. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies and offers services including investment management, comprehensive wealth management, financial planning, and family office solutions.

Norman Hostetler is a CFP® and ChFC® with 41 years of industry experience. He is affiliated with Csenge Advisory Group, LLC and previously held positions at Integrity Alliance, LLC, Lion Street Financial, LLC, and Hostetler & Church, LLC. Outside of financial advising, he manages multiple farming operations and owns a counseling practice called Beyond Wealth. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combination of fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary and model-based allocations.

Donald Hoffman is a financial advisor with Prosperity - An EisnerAmper Company based in Owings Mills, MD. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at DAI Securities, LLC, EisnerAmper LLP, Triad Advisors Inc, and The Hoffman Group, LLC. Outside of his advisory activities, he is involved in a pizza and soda sales business, serving as a member of Topstage LLC. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets with a focus on asset allocation and diversification, offering both discretionary and non-discretionary management through third-party Independent Managers and model portfolios.

Ryan Wibberley is a financial advisor at Apollon Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Equity Services, Inc., CIC Wealth, LLC, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a non-compensated reserve officer with the Metropolitan Police Department in Washington, DC. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and offers services including financial planning, portfolio management, retirement plan advisory, and sub-advisory roles across a range of investment approaches.

Thomas Sawyer is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. He has been involved with Sawyer Wealth Management since 2016, where he serves as Director of Client Service. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, offering a range of services including fiduciary retirement-plan support and access to third-party manager programs.

Frank Cappadora Jr. is a financial advisor at Apollon Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at CIC Wealth, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Outside of his advisory role, he is president of Mega Capp Inc., a tax entity affiliated with his investment advisory business. Apollon Wealth Management is an SEC-registered multi-team adviser serving a broad client base including individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed investment strategies with locally managed portfolios across a diverse range of asset classes and solutions.

Douglas Watts is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Morgan Stanley and Baltimore Life. He is also licensed as an insurance agent, specializing in life, health, and annuities products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm leverages third-party money manager relationships and a platform with Envestnet to deliver managed solutions.

Alexander Lim is a Series 66 licensed financial advisor with 37 years of industry experience. He is currently with Founders Financial Securities LLC and serves as CEO and President of Lim Financial Group. Outside of finance, Lim is a 50% owner and instructor at U.S. Jow Ga Martial Arts, a traditional Chinese Kung Fu school, and serves as one of five council members of the American Jow Ga Kung Fu Athletic Association. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a variety of investment programs and non-traditional delivery methods.

Tyler Miles is a CFP® professional with 10 years of experience in financial advising. He is currently with Wedmont Private Capital and has also worked at Triad Advisors, Keeney Financial Group, and several other firms throughout his career. Wedmont Private Capital provides ongoing financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm primarily employs a passive investment approach based on modern portfolio theory, using diversified portfolios of low-cost index funds alongside selective use of outside managers and specialized strategies for qualified clients.

Thomas Sarkes is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Wells Fargo Clearing, Purshe Kaplan Sterling Investments, and T Rowe Price. He has also worked outside the financial industry, including a four-year period at Camp Kieve for Boys. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, employing a range of investment approaches and frequently utilizes third-party sub-advisers and managed account solutions.

Eli Lerner is a CFP® with five years of experience in the financial services industry. He currently works at Choreo, LLC and previously held roles at BDO Wealth Advisors, Merrill, and West Financial Services. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, institutional clients, and retirement plan sponsors. The firm employs a quantitative, research-driven investment process that incorporates strategic asset allocation and manager due diligence, offering a range of portfolio management and consulting services.

Matthew Cheney is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Composition Wealth, LLC. He previously worked at Connectus Wealth and Horan Capital Management, LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a variety of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments.

Joshua Rivers is a Certified Financial Planner (CFP®) with 24 years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Congress Wealth Management, Pinnacle Advisory Group, Osaic FA, Keel Point Advisors, and Uvest Financial Services Group. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and institutional entities. The firm employs a Core-and-Satellite investment approach, combining active, passive, quantitative, and ESG-oriented strategies, and provides additional services through affiliated trust, lending, and alternative-investment platforms.

Charles Sawyer Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2016 and previously worked at Investment Advisors Corp. Sawyer is a co-founder and executive of Innovative Outcome Portfolios LLC, a consulting firm focused on the creation of unit trusts, and serves on the finance committee and board of directors of Bon Air Country Club. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, utilizing fundamental and cyclical security analysis alongside model asset allocations through its proprietary CreativeOne Wealth platform.