Michael Moreland

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.

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.

Frank Simpson Jr. is a financial advisor at The Simpson Firm LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Medtech Medcare. The Simpson Firm provides fee-only investment advisory and financial planning services to small and mid-size groups and individual clients. The firm tailors strategies to client risk tolerance and objectives, uses third-party research, and offers both long-term investment approaches and selective short-term trading techniques.

Barbara Hollis is a financial advisor with Holistic Planners Network, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Archer Investment Corporation and Thrivent Investment Management, as well as operating her own financial coaching and insurance consulting businesses. She is involved in insurance sales and tax preparation through her firm, Hollis & Shingler Financial Coaching Essentials, L.L.C. Holistic Planners Network, LLC serves both high-net-worth and non-HNW individual clients, providing discretionary and non-discretionary asset management alongside financial planning and consulting. The firm customizes strategies based on client objectives, utilizing both fundamental and technical analysis, and offers a range of services including investment management, financial plans, and educational seminars.

Jessica Repasi is a CFP® and Series 66 licensed advisor with three years of experience in financial services. She is currently with Sowell Management and has prior experience at Purshe Kaplan Sterling Investments, Ic Advisory Services, and The Investment Center, Inc. Outside of advisory roles, she has worked in the fitness industry with Inner Alpha Fitness. Sowell Management provides investment advisory and related services to a broad range of clients, including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, utilizing model portfolios, third-party sub-advisors, and unified managed account platforms to implement tailored investment strategies.

Joyce Cool is a financial advisor with Sowell Management, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 26 years of industry experience, including nine years with IC Advisory Services Inc and The Investment Center Inc. Outside of advisory work, she is a managing partner of Wealth Management Partners, LLC, and holds a Maryland insurance license with authority to sell various life and health insurance products. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates an independent contractor model and utilizes model portfolios, third-party sub-advisors, and unified managed account platforms to implement investment strategies.