Jeffrey Yeakle

Edward Neveleff is a financial advisor at Enroute Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at CUNA Brokerage Services, Inc. and NRL Federal Credit Union prior to joining Enroute Wealth Management in 2019. Outside of his advisory role, he operates Senior Insurance Services, providing long-term care insurance servicing. Enroute Wealth Management offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm focuses on mutual funds, ETFs, annuities, and Treasury Inflation-Protected Securities, applying fundamental analysis and modern portfolio theory through a non-discretionary, long-term investment approach.

Brett Friedman is a CFP® with 17 years of industry experience, currently serving as the sole advisor at D&S Wealth Management Group. He has held roles at Peak Investment Advisors and has been involved with DeLeon and Stang CPA's since 2006, where he serves as Chief Growth & Strategy Officer. He is also the managing member of D&S Insurance Solutions, an insurance agency. D&S Wealth Management Group is a Maryland-registered advisory firm that primarily serves individual clients and their families, as well as entities such as foundations, charities, and retirement plans. The firm offers discretionary portfolio management and comprehensive financial planning, emphasizing tailored plans and diversified asset allocation using a variety of investment vehicles.

Jonathan Cohen is the owner of CHC Financial Solutions, LLC in Rockville, MD, with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax and Cetera. Cohen is a CPA and serves on the Board of Trustees for the Association of Practicing CPAs, as well as on the Maryland Association of CPAs Investment Committee. CHC Financial Solutions provides investment advisory services to retirement plan sponsors, institutional accounts, and individuals, emphasizing strategic asset allocation and discretionary portfolio management. The firm integrates investment advice with accounting and insurance services and offers ERISA 3(21) fiduciary engagements and sub-advisor oversight.

David Malmgren is a CFA® charterholder and principal advisor at Parkview Capital LLC, an independent firm based in Germantown, MD. He has 22 years of industry experience, including 18 years at FBB Capital Partners before founding Parkview Capital in 2021. Parkview Capital LLC provides advisory services to individual and high-net-worth clients, offering portfolio management and financial planning. The firm combines fundamental analysis, modern portfolio theory, quantitative techniques, and technical analysis to create tailored investment strategies across various asset classes.

Glaister Welsh is the sole advisor at Calabash Asset Management, LLC, an independent firm based in North Potomac, Maryland. He holds a Series 65 designation and has eight years of industry experience. In addition to his advisory role since 2016, he has worked as a Regional Operations Manager at Kaiser Permanente since 2015. Calabash Asset Management offers discretionary investment management, wealth management, and financial planning to individual and high-net-worth clients, pension/profit-sharing plans, and select institutional investors. The firm manages a boutique client base with benchmark-agnostic portfolios focused on long-term growth in "Exponential Growth Companies," and also serves as a fund sponsor and private fund adviser.

John Lewis is a financial advisor with Regatta Financial LLC, holding Series 63, 65, and 66 designations and bringing 23 years of industry experience. His prior roles include positions at Universal Medical, Private Client Services, Citigroup Global Markets, and H. Beck, Inc. Outside of finance, he co-owns TheraBleu, LLC, an e-commerce business supplying UVC lamps, and owns Campus Quick Fix, LLC, a franchise focused on device repairs for college students. Regatta Financial LLC provides discretionary asset management along with financial planning and consulting services to individuals and business entities. The firm emphasizes client goal documentation, risk tolerance alignment, and targeted consultation, utilizing technical analysis, charting, and Modern Portfolio Theory to construct and monitor portfolios.