August Gischel Jr. is a financial advisor at Capital Advisor Management with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Global Brokerage Services, Inc. and Capital Advisor Management since 1999. Capital Advisor Management is an independent firm.

Renato Sciacqua is a financial advisor with Tilton-Steele International in Baltimore, MD, holding a Series 65 designation and four years of industry experience. He has been with Tilton-Steele International since 2012. Tilton-Steele International serves high-net-worth individuals, families, trusts, endowments, foundations, charitable organizations, and pension plans by arranging introductions between investors and independent investment advisors. The firm focuses on referral arrangements rather than discretionary portfolio management or asset custody, emphasizing advisor selection criteria and portfolio monitoring.

Troy Spratley is the principal of Troy R. Spratley Investment Advisory in Baltimore, MD, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his independent advisory firm since 2002. Spratley also has longstanding involvement with Spratley & Johnson, Inc. since 1995. Troy R. Spratley Investment Advisory is a state-registered, solo advisory firm that provides portfolio management services primarily for individual clients. The firm manages approximately $1.56 million in client assets and employs a compensation model that includes both asset-based advisory fees and commissions for certain transactions.

Richard Lenet is a CFP® professional with 26 years of experience operating Lenet Financial Resources, LLC, an independent advisory firm based in N. Potomac, MD. His practice is distinguished by its integration with accounting services through an affiliation with an accounting firm. Lenet Financial Resources, LLC serves a small client roster, delivering advisory services coordinated with accounting activities rather than traditional ongoing portfolio management. The firm’s approach emphasizes fee arrangements and advisory processes that incorporate tax and accounting considerations, targeting a client base outside the typical mass-affluent retail market.

Joseph La Rocque is a financial advisor with LaRocque Financial Group, LLC, holding a Series 65 designation and over four years of industry experience. He has held roles with multiple fund families including Franklin Templeton, Columbia Threadneedle, and Lincoln Financial Group. La Rocque serves as an independent director and trustee for mutual fund families in the UK, Luxembourg, Ireland, and the US, including chairing boards and audit committees. LaRocque Financial Group provides advisory services to individual and high-net-worth clients by referring them to third-party investment advisers rather than managing assets directly. The firm focuses on vetting and recommending licensed outside advisers and operates through fee-sharing arrangements without managing client assets or exercising investment discretion.

Nancy Bryant is a CFP® and holds a Series 63 license, with six years of experience in financial advising. She has been with Bryant Financial Advisory, Inc., an independent firm based in Baltimore, MD, since 2012. Bryant Financial Advisory, Inc. operates as a sole-advisor firm focusing on personalized financial advisory services.