Brooks Shertzer

James Funck is the sole advisor at Baltimore Avenue Investments, LLC in Towson, MD, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has worked at Investors Security Co Inc since 2002 and founded Baltimore Avenue Investments in 2012. Baltimore Avenue Investments provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of charting, fundamental, technical, and cyclical analysis with both long- and short-term strategies, including short sales, margin transactions, and options writing.

Philip Weiss is a CFA® charterholder and principal of Apprise Wealth Management LLC in Phoenix, MD, with 12 years of industry experience. He has worked at several firms including Foundation Wealth & Tax Advisors, Bestgate Wealth Advisors, and American Century Investment Services. Outside of investment advisory, he is a co-presiding partner of Hay Weiss CPA, LLC, an accounting firm he helped found in 2002, and occasionally reviews industry guides for the CFA Institute. Apprise Wealth Management is an independent advisory firm managing approximately $93.4 million for about 72 clients, including individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm employs a bottom-up investment approach that integrates fundamental security analysis, asset allocation, and tax-efficient strategies, with portfolios typically blending equities, mutual funds, ETFs, and options where appropriate.

George Noon is a CFA® charterholder and principal of Noon Investment Management LLC with over 30 years of industry experience. He previously worked at LaSalle Investment Management from 1990 to 2020 before leading his own firm since 2023. Noon Investment Management provides investment advisory and financial planning services to high-net-worth individuals, trusts, estates, businesses, registered investment advisers, and institutional clients. The firm employs a primarily long-term, fundamental investment approach supplemented by technical analysis and is notable for actively serving institutional clients and offering consulting and sub-advisory support to other advisory firms.

John Ciesielski is a CFA® charterholder and Series 63 licensee with four years of industry experience. He has been with R.G. Associates, Inc., an independent firm based in Towson, MD, since 1992. R.G. Associates provides discretionary investment management for individual investors through separately managed accounts, focusing on a bottom-up, value-oriented stock selection process based on fundamental microeconomic analysis and detailed financial reporting. The firm serves clients with concentrated, long-term, long-only portfolios and also offers limited financial analysis consulting for institutional clients.

Graeme Woods is the principal advisor at G.S. Woods Wealth Management with 15 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Woods has experience in both financial services and business consulting, including managing a wholesale import-export company and leading a business consulting and insurance firm focused on risk management and business value growth. G.S. Woods Wealth Management serves individuals, families, small businesses, and charitable organizations by providing written financial planning, insurance placement, business consulting, and pension consulting services. The firm emphasizes goals-based planning and risk assessment, referring clients to third-party asset managers and offering fixed-fee and hourly engagements, with a notable role in pension consulting for government entities.

Christopher Yeagle is a financial advisor at Honeygo Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Life Plan Financial. Yeagle’s background also includes over a decade at TJ Distributors, Inc. Honeygo Financial provides investment management and comprehensive financial planning to individual clients, serving both mass-affluent and high-net-worth households. The firm employs a Modern Portfolio Theory-based approach, primarily using passive strategies with index mutual funds and ETFs, and emphasizes documented investment policies, tax efficiency, and coordination with outside tax and legal professionals.