Christopher Furno is a financial advisor at Summit Wealth Management in Berlin, MD, holding a Series 66 credential and with seven years of industry experience. His prior roles include positions at Cambridge Investment Research and Kovack Securities. He is also an independent insurance agent offering life insurance and annuity products. Summit Wealth Management provides financial planning, portfolio management, and pension consulting primarily for pooled and institutional accounts, including retirement plan sponsors, while serving individual and small-business clients. The firm employs a Core+Satellite investment approach and offers modular financial plans, educational workshops, and due diligence on external managers.

Michael Farley is a financial advisor at Farley Financial in Berlin, MD, holding a Series 66 designation with 23 years of industry experience. He has been with Q1 Advisors, Inc. since 2007. Farley Financial provides discretionary investment management and portfolio oversight primarily for individuals, families, trusts, guardianships, foundations, and endowments, focusing on non–high-net-worth clients. The firm employs a disciplined four-step process to create individualized asset-allocation strategies, predominantly recommending exchange-traded funds and mutual funds while avoiding market timing.

Dane Krich is a Series 65-licensed financial advisor with Odyssey Investments, Corp., bringing five years of industry experience. In addition to his advisory role since 2021, he serves as the Manager of the Mid-Atlantic Symphony Orchestra and Executive Director of the Chesapeake Youth Symphony Orchestra, and he teaches courses at Morgan State University. Dane also operates K&M Artists, LLC, an artist management company. Odyssey Investments, Corp. provides wrap-fee portfolio management primarily to high-net-worth individuals, combining advisory and transaction services through a single wrap program. The firm employs a long-term investment approach focused on fundamental analysis and offers tailored portfolios including equities, fixed income, REITs, and precious metal ETFs.

Anthony Christ is a financial advisor at Odyssey Investments, Corp. with Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Capital Securities Management Inc. for 13 years and has been involved in managing commercial real estate through Layton's Plaza LLC and Christ Family LLC. Outside of his advisory work, he serves as chairman of Brian's Song, a nonprofit performing a live show aimed at preventing heroin use among children. Odyssey Investments, Corp. provides wrap-fee portfolio management primarily to high-net-worth individuals, combining advisory and transaction services under a unified platform. The firm emphasizes fundamental analysis and long-term investing, tailoring portfolios with equities, fixed income, REITs, and precious metal ETFs.

Amy Castro is a financial advisor at Farley Financial in Berlin, MD, holding a Series 65 designation with two years of industry experience. She has been with Farley Financial since 2021 and previously worked at Ocean Enterprise LLC for ten years. Farley Financial provides discretionary investment management and portfolio oversight primarily for individuals, families, trusts, guardianships, foundations, and endowments, focusing on a client base that is predominantly non–high-net-worth households. The firm employs a disciplined four-step process to develop individualized asset-allocation strategies and primarily recommends exchange-traded funds and mutual funds while avoiding market timing.

Harold Carmean II is a financial advisor with CWM Advisory, LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at SCF Investment Advisors, SCF Securities, Creative Wealth Management, and National Life of Vermont. Outside of his advisory work, he is an instructor for 3of7Project, a training company focused on mental, spiritual, and physical development. CWM Advisory, LLC provides advisory and planning services primarily to individual and high-net-worth clients as well as pension and employee benefit plans. The firm employs SEI-managed investment strategies based on modern portfolio theory and offers concierge and multi-generational planning services, coordinating closely with third-party subadvisers for portfolio management and tax considerations.

Nicholas Craven is a financial advisor with Montgomery Financial who holds a Series 65 designation and has nine years of industry experience. He has been associated with Montgomery Financial and its affiliated entities since 2016. In addition to advisory services, Mr. Craven is licensed as an insurance agent and spends approximately 40% of his time offering insurance-related products through MFS Wealth LLC. Montgomery Financial serves individual investors, including high-net-worth and non-HNW clients, as well as qualified retirement plans. The firm offers discretionary portfolio management, ERISA 3(21) plan services, and financial planning, using AE Wealth Management’s sub-adviser platform while providing public educational seminars and a 90-day client satisfaction guarantee.

William Strausbaugh is a financial advisor at Montgomery Financial with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at NYLIFE Securities LLC and New York Life Insurance Company. In addition to his advisory role, Strausbaugh is actively involved as an insurance agent through MFS Wealth LLC. Montgomery Financial serves individual investors, including high-net-worth and non-high-net-worth clients, as well as qualified retirement plans. The firm offers discretionary portfolio management and financial planning services, utilizing a sub-adviser platform and providing educational seminars and a client satisfaction guarantee.

Tristan Jacobi is a CFP® with seven years of industry experience, currently serving at CWM Advisory, LLC. He has held roles at both CWM Advisory and Creative Wealth Management since 2018. In addition to his advisory work, he is an independent licensed insurance agent. CWM Advisory, LLC provides financial planning and advisory services primarily to individual and high-net-worth clients, as well as pension and employee benefit plans. The firm employs a model that places clients into SEI-managed investment strategies based on their goals and risk tolerance, offering concierge and multi-generational planning services while coordinating with third-party subadvisers for portfolio management.

Jordan Talbert is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with CWM Advisory, LLC and previously worked at Creative Wealth Management. Outside of financial advising, he is a licensed insurance agent authorized to sell life, health, and fixed annuities. CWM Advisory, LLC provides advisory and planning services primarily to individual and high-net-worth clients as well as pension and employee benefit plans. The firm directs investment management to third-party advisers using SEI-managed strategies based on modern portfolio theory and long-term approaches, offering concierge and multi-generational planning services.

Jeffrey Montgomery is a financial advisor at Montgomery Financial with 14 years of industry experience. He holds a Series 65 designation and has worked at MFS Wealth LLC since 2016, alongside his ongoing role at Montgomery Financial Services since 2011. In addition to his advisory work, he maintains an insurance practice, dedicating approximately 40% of his time to insurance services and products. Montgomery Financial serves individual clients, including high-net-worth households, and advises qualified retirement plans. The firm uses a sub-adviser platform for discretionary asset management and provides ERISA plan advisory services, financial analyses, and educational seminars.

Kenneth Nuttall is a CFP® professional with eight years of industry experience, currently serving as an advisor at BlackDiamond Wealth Management, LLC since 2018. Prior to joining BlackDiamond, he worked at Acorn Financial for two years. In addition to his advisory role, he spends part of his time engaged in insurance sales. BlackDiamond Wealth Management is an SEC-registered advisory firm with a seven-person team managing approximately $424 million for about 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management, financial planning, and ERISA retirement plan advisory services, with a generally long-term, diversified investment approach.

Michael Alba is a financial advisor at GreenLeaf Financial Network, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GreenLeaf Financial Network since 2016. Outside of his advisory role, he is also a licensed insurance agent. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and certain corporate clients. The firm uses multiple methods of analysis and a range of strategies tailored to client objectives, delivering services primarily through a network of independent Investment Adviser Representatives.

Christopher Hayes is a Series 66 credentialed financial advisor with 17 years of industry experience. He has worked at Snowden Lane Partners since 2017 and previously held roles at Bank of America, N.A. and Merrill. Hayes serves on the board of The Salisbury School in a voluntary capacity with no compensation. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach with institutional capabilities and a broad range of investment strategies.

Ryan Kirby is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Merrill from 2004 to 2017 before joining Snowden Lane Partners in 2017. Outside of his advisory role, he serves on the boards of Atlantic General Hospital Foundation and Diakonia, a nonprofit providing emergency shelter and food to the homeless, and acts as treasurer for the Stray Fox Homeowners Association; he also officiates youth basketball games in Ocean City. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by offering discretionary and non-discretionary portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, providing customized model portfolios and utilizing third-party managers while maintaining overall client oversight.

Hillary Leffler is a Series 66-licensed advisor with five years of industry experience, currently affiliated with Mutual of Omaha Investor Services, Inc. She has previously worked at firms including The Leaders Group Inc, Betz Financial Advisory, Lincoln Financial Securities, and Academy Financial. Outside of her advisory role, she owns a permanent jewelry business called LAYERED & LINKED. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates primarily through Envestnet and Pershing platforms and integrates advisory, broker-dealer, and insurance distribution businesses within the Mutual of Omaha group.

Linda Derickson is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Founders Financial Securities since 2008 and operates her own financial planning business, Derickson Financial, where she provides client consultations, financial plans, and investment strategy evaluations. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of advisers. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of advisory platforms and model-based strategies.

Kathy Gordon is a financial advisor with Vanderbilt Advisory Services and holds Series 63 and Series 65 credentials. She has 36 years of industry experience, including twelve years at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. Outside of advisory work, she serves as secretary for The Kernaghan Foundation Inc., administrator for the Worcester County LOSAP Trust, and works as a tax preparer for Trilogy Tax Services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and a digital platform, with an investment approach that combines strategic asset allocation and various analytical methods tailored to client objectives.

Michael Mannone is a financial advisor at CreativeOne Securities, LLC with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His prior experience includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. In addition to his advisory work, he is an agent involved in life insurance and fixed annuity sales through Sawyer Wealth Management. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party managers and proprietary advisory platforms.

Todd Weller is a financial advisor with Stephens in Ocean City, MD, holding Series 63 and Series 66 licenses and 15 years of industry experience. Prior to joining Stephens in 2024, he worked at ZeroFox Inc, Threater Inc, and CyberXperts LLC. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines substantial broker-dealer and investment banking activities alongside its advisory services.