Antonio Batiste is a financial advisor at Avadim: Financial, Limited Liability Company with Series 63 and Series 65 credentials and over one year of experience in the financial services industry. His prior roles include positions at Northwestern Mutual Investment Management and JD Power via Kforce Staffing. Outside of his advisory work, he is involved with A Healthy Peace of Mind LLC, a business he has been associated with since 2024. Avadim: Financial provides financial planning and investment advisory services to individuals, families, and small-to-medium sized businesses, using a three-phase planning process combined with risk assessment to guide investment recommendations. The firm offers both non-discretionary advice and discretionary portfolio management only after clients complete its planning intake and serves working-class clients with a variety of payment options.

Christine Parker is a CFP® professional and the sole advisor at Parker Financial, LLC, an independent firm she has led since 2007, with a total of 19 years in the industry. She holds the Series 66 designation and is based in La Plata, MD. Parker Financial, LLC provides investment advisory and consulting services to individuals, trusts, estates, one-owner small businesses, charitable organizations, and select institutional clients. The firm employs a long-term, tax-efficient investment approach grounded in Modern Portfolio Theory and integrates environmental, social, and governance (ESG) considerations, primarily using low-cost passive ETFs, equities, and investment-grade fixed income.

Frank Simpson Jr. is a financial advisor with The Simpson Firm LLC in White Plains, MD. He holds the Series 66 designation and has nine years of industry experience, including prior roles at Merrill and Bank of America. He has been with The Simpson Firm since 2018. The Simpson Firm provides fee-only investment advisory and financial planning services to small and mid-size groups and individual clients. The firm emphasizes customized strategies aligned with client risk tolerance and objectives, employing long-term investment approaches supplemented by selective short-term trading and hedging techniques.

Daisia Mc Crae is a financial advisor at Bartley Financial Advisors, LLC with a Series 65 credential and one year of industry experience. She previously worked at Concord Wealth Partners and has held positions at the University of Maryland Eastern Shore and the Department of Agriculture. Bartley Financial Advisors provides personalized financial planning and discretionary investment management for individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a fee-only model and combines strategic and tactical asset allocation using a mix of passive and active investment strategies, alongside specialized custody and reporting practices.

Stephen Brown is a CFP® certified financial advisor with 44 years of industry experience. He serves as president of King George Capital Management, Inc., where he has worked since 1997, and has also been associated with Capitol Securities Management since 2014. Outside of advisory work, he is involved in developing family-owned land into residential subdivisions. King George Capital Management, Inc. is a small supported advisory firm managing approximately $40 million for around 56 clients, including individual investors, trusts, estates, and retirement accounts. The firm offers customized equity and fixed-income portfolio management using fundamental and technical analysis, employing discretionary management where authorized.

David Dyer is a financial advisor at King George Capital Management, Inc. He holds Series 63 and Series 66 designations and has 24 years of industry experience. He has been associated with Kingsbridge Capital Corp. for 26 years. King George Capital Management is a small advisory firm managing approximately $40 million for around 56 clients, including individual investors, trusts, estates, and retirement accounts. The firm offers customized equity and fixed-income portfolio management, financial planning, and investment consulting, utilizing both fundamental and technical analysis and occasionally employing margin and options strategies.

William Alexander is a Series 65-licensed advisor at Retirement Management Systems with one year of industry experience. His background includes roles at Oak Wealth Partners, NCSA, and various educational and sports organizations. Retirement Management Systems provides savings plan management, discretionary portfolio management, financial planning, and plan-sponsor consulting to individual retirement plan participants and sponsors. The firm manages nearly $1.9 billion in assets across over 4,000 accounts, using a risk-based, model-driven approach with standardized portfolios and custodial processes.

Matthew Scarborough is a financial advisor at Retirement Management Systems with seven years of industry experience. He holds the Series 65 designation and has worked at Oak Wealth Partners and Adelina LLC since 2020. Outside of his advisory work, Scarborough is involved in Running Hare Vineyard, a business producing wine and hosting events. Retirement Management Systems provides savings plan management, discretionary portfolio management, financial planning, and plan-sponsor consulting to individual retirement plan participants and sponsors. The firm manages nearly $1.9 billion in assets across more than 4,000 accounts, using a risk-based, model-driven investment approach.

John Blamphin is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Retirement Management Systems. His prior roles include positions at Independent Financial Group LLC and Scarborough Advisors, LLC, as well as concurrent work with SII Investments, Inc. He is also licensed as an insurance agent through Ash Brokerage. Retirement Management Systems provides savings-plan management, discretionary portfolio management, financial planning, and plan-sponsor consulting for individual clients and retirement plans. The firm employs a risk-based model portfolio approach and serves a large client base through a team of five advisors.

Jessica Repasi is a financial advisor at Sowell Management with CFP®, ChFC®, and Series 66 credentials and four years of industry experience. She has previously worked at Purshe Kaplan Sterling Investments and IC Advisory Services, Inc. Outside of financial advising, she was involved with Inner Alpha Fitness for four years. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm supports over 100 independent advisors with trading, compliance, technology, and back-office services, employing multiple management styles and offering access to model portfolios and third-party managers.

Joyce Cool is a financial advisor at Sowell Management with 27 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior roles include positions at Ic Advisory Services Inc, The Investment Center Inc, StoneX Advisors Inc., and Wrp Investments, Inc. Outside of her advisory role, Joyce serves as managing partner of Wealth Management Partners, LLC, and managing member of Ramco Holdings, LLC. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm operates through an independent-contractor model of over 100 investment adviser representatives and employs multiple management styles including strategic and tactical allocation, individual equity selection, and customized portfolio design.

Robert Ramos is a financial advisor at Sowell Management with 33 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Ic Advisory Services Inc and The Investment Center Inc. Ramos is a vice president of the Southern Maryland Business Network, a community organization where he serves in a volunteer leadership role. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a variety of management styles and model portfolios.

Richard Hoy is a financial advisor with Wealthcare Advisory Partners LLC in La Plata, MD, holding Series 63 and Series 65 credentials and has 31 years of industry experience. His prior work includes roles at LPL Financial, OSAIC Institutions, INC., and Morgan Stanley DW Inc. He provides investment advisory services through Wealthcare Advisory Partners, an independent investment advisor firm. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates proprietary Wealthcare software, behavioral economics, and an evidence-based investment process combining passive and active strategies along with dynamic rebalancing.

Michael Moreland is a financial advisor with PNC Wealth Management holding a Series 66 designation and 17 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and managed portfolios with mutual funds and ETFs. This offering is currently an invitation-only pilot available to PNC employees.

Gwendolyn Rothrock is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account for employees. The firm employs approved model strategies with mutual funds and ETFs, using algorithmic tools for risk assessment and annual rebalancing.

Julia Payne is a financial advisor at PNC Wealth Management with 13 years of industry experience. She has held her current role since 2015. Outside of her advisory work, she is a partial owner of Ready Go Promo, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and executes investments via approved model strategies managed by PNC or third parties.

Kareem Campbell is a financial advisor at PNC Wealth Management with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including JPMorgan Chase Bank, Merrill, Bank of America, and Wells Fargo. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering that uses discretionary model accounts managed by PNC or third-party strategists and implemented via mutual funds and ETFs.

Adebusola Laguda is a financial advisor at PNC Wealth Management with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Pruco Securities LLC, Farmers Financial Solutions, Farmers Insurance, and State Street Bank and Trust Company. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and third-party managed strategies implemented with mutual funds and ETFs.

John Harding is a financial advisor at Brookstone Capital Management LLC with 37 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Specialized Advisors, Secure Investment Management, and J.D. Mellberg Financial. Harding also owns a non-investment business focused on the sale of insurance and indexed annuities. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through various account types and model portfolios, supporting a large advisor network with platform services and maintaining relationships with insurance and banking channels.

Felix Loredo is a Series 66-licensed financial advisor with Citigroup Global Markets, where he has worked since 2015. He has 22 years of industry experience. Outside of his advisory role, he is involved in rental property management, overseeing minor maintenance and rent collection for several residential properties. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.