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.

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.

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.

Matthew Albers is a financial advisor at DRS Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Paulson Investment Company, LLC. Outside of his advisory role, he is a strategic partner in Omni Non-Profit Solutions Agency and a member of Green Pearl, LLC, an oyster farm in Easton, MD. DRS Wealth Management serves individual investors, including high-net-worth clients, as well as pension plans, nonprofit entities, and corporations. The firm provides discretionary portfolio management, third-party asset manager selection, financial planning, and retirement-plan consulting, focusing on individualized investment plans and fundamental analysis.

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.

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.

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.

Brett Sause is a financial advisor with Eagle Strategies (New York Life) and holds a Series 63 designation. He has 19 years of industry experience and has worked with firms including Atlantic Financial Group, LLC and NYLIFE Securities. Outside of advising, he operates maritime-related businesses offering charter cruises, boat handling instruction, and produces a video and podcast series for the boating community. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporations. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than discretionary mandates.

Scott Eglseder is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Commonwealth since 2009 and is also president and sole owner of Eglseder Retirement Specialists, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Joseph Opalski is a financial advisor at VOYA Financial Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and OSAIC. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model and an extensive affiliate ecosystem.

Tracy Simpkins is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and 18 years of industry experience. Her prior roles include positions at Merrill, Truist Investment Services, and BB&T Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party strategists to manage investments primarily in mutual funds and ETFs.