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.

Dean Phass is a financial advisor with Jade Financial LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Truist Advisory Services and Truist Investment Services from 2016 to 2024 before joining Jade Financial in 2024. Phass is also a licensed insurance agent, although he does not currently engage in insurance activities. Jade Financial LLC is an independent, single-advisor registered investment adviser that provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a variety of analytic approaches across multiple investment instruments, managing most client assets on a non-discretionary basis and offers both advisory and fixed-fee financial planning services.

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.

Brian Hoyle is a financial advisor at The Fintel Group LLC with nine years of industry experience. He holds a Series 65 designation and has worked in various roles including Senior Instructional Designer at General Dynamics Information Technology since 2018. His prior experience includes positions at ManTech International, Cummings & Carroll, P.C., and Prince William County Schools. The Fintel Group LLC provides comprehensive and modular financial planning services to individuals, couples, and small businesses. The firm focuses on fee-only planning projects with long-term, buy-and-hold investment strategies emphasizing diversified asset allocation and low-cost mutual funds, without offering ongoing asset management or custody of client assets.

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.

Barbara Hollis is a financial advisor at Holistic Planners with 25 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Thrivent Investment Management, Archer Investment Corporation, and Ameriprise. She is also owner and consultant of Hollis & Shingler Financial Coaching Essentials, where she provides tax preparation and life insurance sales. Holistic Planners Network, LLC serves individual clients, including both high-net-worth and non-HNW households, managing approximately $15 million across about 64 client relationships. The firm offers discretionary and non-discretionary asset management along with financial planning and consulting, combining fundamental and technical analysis to tailor portfolios and plans to client goals and risk tolerance.

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.

Hien Truong is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with various Navy Federal affiliated entities since 2007 and previously worked at Osaic FA, Inc. from 2009 to 2012. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes managed advisory programs with third-party portfolio managers and offers both personalized and automated investment solutions.

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.

Lucas Rogers is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 66 and Series 63 licenses and bringing nine years of industry experience. His career includes positions at Global Retirement Partners, Ascensus, Infosys, and The Vanguard Group prior to his current role. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing asset-location strategies and tax-aware 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 worked at firms including JPMorgan Chase, Merrill, and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment to guide investment selection in mutual funds and ETFs.

Saidah Smalls is a financial advisor at PNC Wealth Management with Series 63 and Series 66 licenses and three years of industry experience. She has worked at PNC Investments LLC since 2022 and previously spent time at PNC Bank and Bed Bath & Beyond. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online, discretionary model account available by invitation to employees. The firm’s approach relies on algorithm-driven risk assessment and implements investments using approved model strategies managed by PNC or third-party strategists.

Jinen Viswakula is a financial advisor with Empower Advisory Group in Woodbridge, VA, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. His prior roles include positions at MissionSquare Investment Services and SunTrust Advisory Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions within plan lineups selected by sponsors.

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.