Derek P Helman

Timothy Taylor is a financial advisor with Taylor Capital Management in Martinsburg, WV, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has led TCM Advisors, LLC since 2006. Taylor serves on the finance committee of Highland View Academy, a nonprofit Christian high school. Taylor Capital Management provides discretionary portfolio management and investment advisory services to individuals, charitable organizations, corporate entities, retirement plans, and institutional mandates. The firm focuses on individualized account supervision, employs a broad range of investment instruments including derivatives, and manages a relatively large client base through a wrap fee program administered on two account platforms.

Thomas Maiden is a CFP® with eight years of industry experience and is the sole advisor at Mission: Advice, an independent firm based in Shepherdstown, WV. He has worked with Investment Outfitters, LLC since 2019 and Insurance Outfitters, Inc. since 2000. Outside of his advisory work, Maiden serves as a Commanding Officer in the Navy Reserve with the United States Africa Command J2, leading a 70-member Naval Intelligence unit. Mission: Advice serves individuals, high-net-worth clients, and pension and profit-sharing plans, offering financial planning, discretionary investment management, and retirement plan consulting. The firm emphasizes tax-efficient portfolio construction, using low-cost, passive ETF allocations combined with long-term fundamental analysis, and provides institutional retirement plan consulting alongside individual wealth management.

Archibald Hoxton IV is a CFP® with 26 years of experience in financial advising. He is currently with Hoxton Planning & Management, LLC, where he has worked since 2022 following six years at United Capital Financial Advisers, LLC. Outside of advisory work, he serves on the board of a funeral home and a local bank, and he is a co-author of a financial planning book. Hoxton Planning & Management, LLC provides financial planning, investment, and wealth management services to a range of clients including individuals, trusts, and government entities. The firm employs a strategic asset allocation approach combining Modern Portfolio Theory with active management, tailoring portfolios to client-specific risk, time horizon, and tax considerations.

Daniel Reeves is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Eaglestone Wealth Advisors and Emerson Equity LLC. Outside of advisory work, he has been involved with the Bethesda Soccer Club and the University of Maryland Men’s Soccer Camp. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses third-party research and diversified investment strategies, with regular portfolio reviews tailored to clients’ goals and risk tolerances.

James Sutch is a financial advisor at Hoxton Planning & Management, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Arbor Private Wealth, LLC and Wells Fargo Clearing Services, LLC. In addition to his advisory role, he is a licensed insurance agent involved in the sale of insurance products. Hoxton Planning & Management advises individual clients, trusts, estates, charitable organizations, business entities, and government clients, offering comprehensive financial planning and investment management services. The firm employs a strategic asset allocation framework informed by Modern Portfolio Theory, active management in select asset classes, and tax-aware strategies.

Archibald Hoxton is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Hoxton Planning & Management, LLC, where he has worked since 2023, following roles at The Vanguard Group and United Capital Financial Advisors. Hoxton volunteers with the CFP Board Competency Standards Commission, evaluating competency standards for CFP certificants and candidates. Hoxton Planning & Management serves individual clients, trusts, estates, charitable organizations, business entities, and public-sector clients, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a strategic asset allocation framework informed by Modern Portfolio Theory, active management in less efficient asset classes, and tax-aware strategies.