Heinrich Brandt

Nicholas Lumpp is a financial advisor at RCN Wealth Advisors, Inc. in Stevensville, MD, holding a Series 66 designation with 13 years of industry experience. He has been with RCN Wealth Advisors since 2012. RCN Wealth Advisors is an independent firm providing fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, corporations, and an exchange-traded fund. The firm combines long-term, value-oriented portfolio construction with tactical, rules-based allocations and serves as sub-adviser and co-sponsor of the RCN Pareto Strategic Allocation ETF, which employs a systematic trend-following strategy across multiple asset classes including digital assets such as bitcoin.

William Maxwell is a CFA® charterholder with 31 years of industry experience. He is the sole advisor at Maxwell Family Office, LLC, an independent firm based in Rock Hall, MD. Maxwell has been associated with R.H. Crows Nest, LLC and its d/b/a Maxwell Family Office since 2015. Maxwell Family Office is a fee-only investment advisor serving individuals, family-related clients, and a small number of selected relationships, including small charitable organizations. The firm manages balanced, customized portfolios using fundamental analysis and a range of investment vehicles, with a client base focused on modest assets and specialized services such as pension and rollover matters.

Kevin Caldwell is a financial advisor at Islands East Advisors with a Series 65 designation and two years of industry experience. He has worked at WR Grace & Co since 2014 as a Demand Planner and Financial Analyst in the specialty chemicals sector, focusing on forecasting demand for catalysts used in oil refineries. Islands East Advisors serves individual households, nonprofit organizations, and employer plan sponsors with financial planning, portfolio management, and retirement plan consulting. The firm employs modern portfolio theory alongside fundamental and cyclical analysis, offering discretionary investment management and retirement plan services with an emphasis on educational seminars and nonprofit clients.

David May is the sole advisor at Osprey Capital Management, LLC, an independent firm based in Rock Hall, MD. He holds a Series 65 designation and has 15 years of industry experience, leading Osprey Capital since its founding in 2010. Osprey Capital Management is a fee-only investment adviser providing discretionary portfolio management primarily to high-net-worth individuals and select institutional clients. The firm employs a fundamental, sector-focused investment approach, emphasizing companies with low debt, strong operating margins, and reasonable valuations, and utilizes strategies ranging from long-term holdings to shorter-term trading and options within a discretionary model.

Wayne Humphries is a financial advisor with Bayview Investment Counsel, Inc., holding a Series 65 designation and 53 years of industry experience. He has worked with Bayview Financial Group, Inc. since 2001 and with International Money Management Group, Inc. since 1983. Bayview Investment Counsel serves individuals, trusts, estates, charitable organizations, and small business entities, including high-net-worth clients, through discretionary portfolio management and investment counseling. The firm employs a combination of fundamental, technical, and cyclical analysis and uses both long-term and short-term trading strategies, monitoring and adjusting portfolios as market conditions or client needs evolve.

Ernest Brittingham Jr. is a financial advisor at Bayview Investment Counsel, Inc. with over 56 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bayview since 1991. His career also includes long-term involvement with Dockside Financial Group, INT'L Asset Management, International Money Management Group, Inc., and INT'L Money Management Corp. Bayview Investment Counsel serves individuals, trusts, estates, charitable organizations, and small businesses, focusing on discretionary portfolio management and investment counseling. The firm employs a combination of fundamental, technical, and cyclical analysis and offers both long-term and short-term trading strategies tailored to client needs.