Christopher Michael Furno

Michael Farley is a financial advisor at Farley Financial in Berlin, MD, holding a Series 66 designation with 23 years of industry experience. He has been with Q1 Advisors, Inc. since 2007. Farley Financial provides discretionary investment management and portfolio oversight primarily for individuals, families, trusts, guardianships, foundations, and endowments, focusing on non–high-net-worth clients. The firm employs a disciplined four-step process to create individualized asset-allocation strategies, predominantly recommending exchange-traded funds and mutual funds while avoiding market timing.

Dane Krich is a Series 65-licensed financial advisor with Odyssey Investments, Corp., bringing five years of industry experience. In addition to his advisory role since 2021, he serves as the Manager of the Mid-Atlantic Symphony Orchestra and Executive Director of the Chesapeake Youth Symphony Orchestra, and he teaches courses at Morgan State University. Dane also operates K&M Artists, LLC, an artist management company. Odyssey Investments, Corp. provides wrap-fee portfolio management primarily to high-net-worth individuals, combining advisory and transaction services through a single wrap program. The firm employs a long-term investment approach focused on fundamental analysis and offers tailored portfolios including equities, fixed income, REITs, and precious metal ETFs.

Anthony Christ is a financial advisor at Odyssey Investments, Corp. with Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Capital Securities Management Inc. for 13 years and has been involved in managing commercial real estate through Layton's Plaza LLC and Christ Family LLC. Outside of his advisory work, he serves as chairman of Brian's Song, a nonprofit performing a live show aimed at preventing heroin use among children. Odyssey Investments, Corp. provides wrap-fee portfolio management primarily to high-net-worth individuals, combining advisory and transaction services under a unified platform. The firm emphasizes fundamental analysis and long-term investing, tailoring portfolios with equities, fixed income, REITs, and precious metal ETFs.

Amy Castro is a financial advisor at Farley Financial in Berlin, MD, holding a Series 65 designation with two years of industry experience. She has been with Farley Financial since 2021 and previously worked at Ocean Enterprise LLC for ten years. Farley Financial provides discretionary investment management and portfolio oversight primarily for individuals, families, trusts, guardianships, foundations, and endowments, focusing on a client base that is predominantly non–high-net-worth households. The firm employs a disciplined four-step process to develop individualized asset-allocation strategies and primarily recommends exchange-traded funds and mutual funds while avoiding market timing.

Harold Carmean II is a financial advisor with CWM Advisory, LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at SCF Investment Advisors, SCF Securities, Creative Wealth Management, and National Life of Vermont. Outside of his advisory work, he is an instructor for 3of7Project, a training company focused on mental, spiritual, and physical development. CWM Advisory, LLC provides advisory and planning services primarily to individual and high-net-worth clients as well as pension and employee benefit plans. The firm employs SEI-managed investment strategies based on modern portfolio theory and offers concierge and multi-generational planning services, coordinating closely with third-party subadvisers for portfolio management and tax considerations.

Nicholas Craven is a financial advisor with Montgomery Financial who holds a Series 65 designation and has nine years of industry experience. He has been associated with Montgomery Financial and its affiliated entities since 2016. In addition to advisory services, Mr. Craven is licensed as an insurance agent and spends approximately 40% of his time offering insurance-related products through MFS Wealth LLC. Montgomery Financial serves individual investors, including high-net-worth and non-HNW clients, as well as qualified retirement plans. The firm offers discretionary portfolio management, ERISA 3(21) plan services, and financial planning, using AE Wealth Management’s sub-adviser platform while providing public educational seminars and a 90-day client satisfaction guarantee.