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.

Barbara Hollis is a financial advisor with Holistic Planners Network, LLC, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. She has held various roles including ownership of Hollis & Shingler Financial Coaching Essentials, LLC, where she also engages in life insurance sales and tax preparation. Prior to joining Holistic Planners, she worked at Archer Investment Corporation and Thrivent Investment Management, Inc. 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 provides discretionary and non-discretionary asset management along with financial planning and consulting, tailoring portfolios to clients’ goals, time horizons, and risk tolerances.

Joseph Chavel is a Series 65-licensed advisor with Innovative Wealth Building LLC, bringing one year of industry experience. Prior to joining the firm, he served in the United States Marine Corps and held positions at NAVAIR and PAE. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a client-specific approach using Investment Policy Statements and generally pursues long-term trading based on fundamental analysis and modern portfolio theory.

Jennifer Hill is a financial advisor at Innovative Wealth Building LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at First Command Advisory Services, Inc. and First Command. Hill is also an independent licensed insurance agent who occasionally offers insurance products to advisory clients. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations, employing long-term investment strategies grounded in fundamental analysis and modern portfolio theory.

Vincent Petrillo is a financial advisor at Innovative Wealth Building LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he served 15 years with the Naval Air Systems Command at the Department of Navy. He is also an insurance agent, selling insurance products alongside his advisory role. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm offers tailored investment programs and ongoing monitoring, managing accounts on both a discretionary and non-discretionary basis with a focus on long-term trading guided by fundamental analysis and modern portfolio theory.

Coy Baldwin is a financial advisor at Innovative Wealth Building LLC with three years of industry experience. He holds a Series 65 designation and previously worked for Cintas Corp. for 19 years. In addition to his advisory role, he is an independent licensed insurance agent and occasionally offers insurance products to clients. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

Warren Brooks is a financial advisor with Innovative Wealth Building LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at First Command Financial Planning, Inc. for over two decades before joining Innovative Wealth Building in 2021. In addition to his advisory role, he is a licensed insurance agent who occasionally offers insurance products to clients. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting services to individuals, high-net-worth individuals, and charitable organizations, employing long-term investment strategies based on fundamental analysis and modern portfolio theory.

Jessica Repasi is a CFP® and ChFC® with four years of industry experience. She is currently affiliated with Sowell Management and has prior experience at Purshe Kaplan Sterling Investments and IC Advisory Services. Repasi has also worked in fitness and teaching roles earlier in her career. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, RIAs, and institutions. The firm supports over 100 independent advisors through a multi-branch model, offering investment management, financial planning, and consulting services across various asset classes and investment styles.

Joyce Cool is a financial advisor with Sowell Management, holding the ChFC® designation and Series 63 and 65 licenses, and has 26 years of industry experience. She previously worked at Ic Advisory Services Inc and The Investment Center Inc for nine years. Outside of her advisory role, she is the managing partner of Wealth Management Partners, LLC, an entity associated with insurance and financial services. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm supports over 100 advisors across multiple branches, offering investment management, financial planning, and consulting services with diverse investment strategies and third-party sub-advisory relationships.

Robert Ramos is a financial advisor at Sowell Management with 33 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Prior to joining Sowell Management, he worked at Ic Advisory Services Inc and The Investment Center Inc. Ramos is also vice president for the Southern Maryland Business Network, a volunteer role involving less than four hours per month. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model with over 100 advisors and offers investment management, financial planning, retirement-plan advisory, and consulting services.

Richard Hoy is a financial advisor at Wealthcare Advisory Partners LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wealthcare and LPL Financial since 2016. Wealthcare Advisory Partners LLC provides 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 discipline supported by proprietary software and a behavioral economics framework, offering both passive and active investment strategies alongside customized portfolio management.

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 with PNC Wealth Management, holding Series 66 and Series 63 licenses and bringing six years of industry experience. His prior roles include positions at JPMorgan Chase, Merrill, Bank of America, Wells Fargo, and Frontpoint Security. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist solution that utilizes algorithmic risk assessment and third-party managed investment models.

Adebusola Laguda is a financial advisor at PNC Wealth Management with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Ameriprise, Pruco Securities LLC, Farmers Financial Solutions, Farmers Insurance, and State Street Bank and Trust Company. PNC Wealth Management offers model-based retail brokerage and advisory services, including a digital discretionary model account available through an invitation-only pilot for employees with PNC Bank online credentials. The firm uses algorithm-driven model selection and delegates portfolio management and proxy voting to third parties.

Justin Emmert is a CFP®-certified financial advisor with 10 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Pathway Wealth Partners. Prior to these roles, he worked at M&T Securities for six years. Emmert spends a portion of his time engaged in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services. The firm offers various investment platforms and model portfolios while supporting advisors with operations, technology, compliance, and practice management.