Thomas Campi is a CFP® and Series 66-registered advisor with 22 years of experience. He is the sole advisor at Index Portfolio Tools Advisors, an independent firm he has led since 2011. In addition to his financial advisory work, Thomas is a board-certified psychiatrist practicing adult and child psychiatry, and he is involved in mental health media and intellectual property ventures related to wellness. Index Portfolio Tools Advisors provides fee-based investment management and asset allocation advice to individuals, trusts, estates, small businesses, and retirement plans. The firm manages approximately $20 million in client assets, utilizing market index data and academic research to guide portfolio construction with stocks, mutual funds, ETFs, and municipal securities.

Edwin Stone is a financial advisor at Shore Financial Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Connectyourcare and Tred Avon Family Wealth. In addition to his advisory role, he operates a business consulting LLC. Shore Financial Advisors, LLC is an independent, single-advisor firm providing tailored portfolio management to high-net-worth individuals, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment instruments, offering both discretionary and non-discretionary services while focusing on customized client solutions.

Julian Ball is the principal of Ball Wealth Management LLC in Owings, MD, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 3 years of industry experience and has operated his independent advisory firm since 2004. Ball Wealth Management LLC is a single-advisor registered investment adviser providing discretionary portfolio management to individuals and various institutional clients, including qualified retirement plans, trusts, and corporate pension plans. The firm uses fundamental analysis and a long-term buy-and-hold investment approach, with continuous portfolio monitoring and customized investment policy statements for each client.

Norval Thompson is a financial advisor at St. Michaels Asset Management with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Quoin Capital LLC and N.E. Thompson & Co., where he currently serves as CEO of a holding company affiliated with his advisory firm. St. Michaels Asset Management provides discretionary portfolio management to individuals, trusts, retirement plans, and small businesses, emphasizing a socially responsible investment approach that combines macroeconomic and fundamental analysis. The firm manages approximately $3.6 million in client assets across about 60 accounts and offers tailored portfolios that address clients’ cash-flow needs and investment restrictions.

William Fields is a Series 65-licensed financial advisor with nine years of industry experience. He is the sole advisor at WD Financial Solutions, where he has worked since 2021. Prior to this, he held roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, Fields serves as a consultant for Optimum Homes, Inc. and Optimum Business Services. WD Financial Solutions is an independent, state-registered investment adviser serving individuals, trusts, estates, charitable organizations, and small businesses. The firm offers investment management, financial planning, retirement plan consulting, educational seminars, and estate-planning facilitation through an independent LegalShield representative, employing a mix of fundamental, technical, and cyclical analysis alongside both active and passive strategies.

Lars Erickson is a Series 65-licensed financial advisor with 12 years of industry experience. He is the sole advisor at East Bay Equities LLC, where he has worked since 2013. In addition to his advisory role, Erickson operates East Bay Plans LLC, providing home plans and job site consulting for new construction and remodeling projects. East Bay Equities LLC offers discretionary portfolio management to individual and high-net-worth clients, primarily focusing on short-term equities trading alongside asset allocation and personalized investment policies. The firm employs technical analysis and a combination of long- and short-term trading strategies, including short sales and margin transactions, managing accounts under discretionary authority with regular reviews and reporting.

Adam Lybarger is a financial advisor at Andersen Wealth Management in Easton, MD, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at LPL Financial LLC and PNC Investments. He is also licensed as a producer for accident, health, and life insurance. Andersen Wealth Management provides asset management, investment consulting, and standalone Social Security planning services primarily to individual clients. The firm manages approximately $81 million for around 700 clients, tailoring portfolios to client objectives and offering discretionary account management with a variety of investment strategies.

Joseph Lorenzo is a financial advisor at Andersen Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked for New Process Fibre for 30 years before joining Andersen Wealth Management. Andersen Wealth Management serves approximately 700 individual clients, managing about $81 million in assets. The firm offers asset management, investment consulting, and specialized Social Security planning, tailoring portfolios to client objectives using a range of securities and strategies, and provides educational seminars for the community.

Brady Bailey is a financial advisor with Andersen Wealth Management in Easton, MD, holding a Series 65 designation and having one year of industry experience. Prior to joining Andersen Wealth Management, he worked at McDaniel College and briefly at Auntie Anne's. Andersen Wealth Management provides asset management, investment consulting, and standalone Social Security planning to individual clients, managing approximately $81 million for about 700 clients. The firm offers tailored portfolios monitored and rebalanced on an ongoing basis, employs various investment strategies, and provides dedicated Social Security planning services along with educational seminars for the community.

Michael Andersen is a financial advisor at Andersen Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been a registered investment advisor since 2008. Outside of his advisory work, he is the sole owner of a small property management company in Easton, MD, which he manages on a minimal basis. Andersen Wealth Management provides asset management, investment consulting, and standalone Social Security planning primarily to individual clients. The firm manages approximately $81 million across about 700 accounts, offering tailored portfolios that include stocks, bonds, ETFs, and mutual funds, with ongoing monitoring and discretionary management.

Gretchen Straczewski is a financial advisor at Tred Avon Family Wealth, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2021 to 2024. Outside of finance, she is employed as a retail associate at Wyndon Distilling in St. Michaels, MD. Tred Avon Family Wealth provides investment management, financial planning, and consulting services to individuals, families, trusts, ERISA plans, and other clients, managing approximately $474 million across nearly 300 accounts. The firm uses a combination of fundamental and technical investment techniques with an emphasis on diversification and both active and passive strategies.

Frances Spurry is a CFP® with 17 years of industry experience and has been with Tred Avon Family Wealth, LLC since 2014. She holds Series 63 and Series 65 licenses and operates as the sole advisor at the firm. Tred Avon Family Wealth, LLC provides investment management, financial planning, and consulting services to individuals, families, trusts, ERISA plans, and other clients, managing approximately $474 million across nearly 300 accounts. The firm uses a combination of fundamental and technical investment techniques, emphasizing diversification and both active and passive strategies, with a majority of assets managed on a non-discretionary basis.

Marjorie Opalski is a financial advisor at Capital Investment Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Capital Investment Advisors since 2016, previously working at Cetera Advisors LLC from 2013 to 2016. Outside of her advisory role, she is also an independent insurance agent. Capital Investment Advisors serves individuals, high-net-worth clients, trusts, foundations, and retirement plans by providing financial consultation, customized planning, and asset management. The firm employs a multi-stage planning approach that includes educational workshops and uses risk-targeted model portfolios and direct account management to support client goals.

Raymond Mc Keating is a financial advisor at Folger Nolan Fleming Douglas Incorporated with four years of experience, including roles at Edward Jones, Transamerica Capital Inc, and Salient Partners. He holds Series 63 and Series 66 designations. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, focusing on portfolio review, investment recommendations, and coordination with the client’s other professionals. The firm combines broker-dealer operations with a limited advisory business and implements investment strategies tailored to the client’s objectives through equities, fixed income, mutual funds, and ETFs.

Bryan Dowell is a financial advisor with Kovack Advisors, Inc. who holds Series 63 and Series 66 credentials and has 31 years of industry experience. He has been with Kovack Advisors since 2014 and operates his own tax preparation business, Dowell Financial Services. He is also involved as a director of the Calvert Farmland Trust, which works to protect farms in Calvert County, MD. Kovack Advisors, Inc. is an enterprise investment adviser serving a diverse client base including individuals, corporations, and financial institutions nationwide. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Gregory Frankos is a financial advisor with LPL Financial based in Easton, MD, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior work includes roles at Gateway Wealth Partners, Investacorp Advisory Services, and Pioneer Financial Services. He is also involved with Gateway Wealth Partners, an independent registered investment advisor, where he provides advisory services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and provides a wide range of service delivery options, combining advisory and brokerage capabilities on a large scale.

Chrystie Way is a financial advisor at First Command Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked in various roles within First Command since 2020. Prior to her financial services career, she held positions at HITT Contracting and Sentara Hospital. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution via affiliated entities. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement with a 12-month cycle that includes written financial plans and periodic progress meetings.

Joseph Walsh is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at GWFS Equities, Alliant Wealth Advisors, BB&T Retirement & Institutional Services, and PNC Capital Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services leverage proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Karen Baer is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has worked at The Colony Group, LLC since 2018 and previously at Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Christopher Brian is a financial advisor with PNC Wealth Management in Easton, MD, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at firms such as UBS Financial Services, Maverick Capital, and Coller Capital. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account that uses algorithm-driven risk assessments and invests primarily in mutual funds and ETFs with annual rebalancing.