Matthew Owens

Roy Beyer is the sole advisor at Priority Financial Advisors, LLC in Frederick, MD, with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Capwest since 2007 and the Wycoff Stock Market Institute since 1992. Outside of advisory work, he owns a music performance business providing live music at private events. Priority Financial Advisors is an independent registered investment adviser serving individual and high-net-worth clients with ongoing investment supervisory services and hourly financial planning. The firm uses a defined Investment Policy Statement tailored to each client and employs a mix of charting, fundamental, technical, and cyclical analysis to build diverse portfolios, while offering complimentary educational seminars and maintaining a very small client roster managed solely by the principal advisor.

David Malmgren is a CFA® charterholder and principal advisor at Parkview Capital LLC, an independent firm based in Germantown, MD. He has 22 years of industry experience, including 18 years at FBB Capital Partners before founding Parkview Capital in 2021. Parkview Capital LLC provides advisory services to individual and high-net-worth clients, offering portfolio management and financial planning. The firm combines fundamental analysis, modern portfolio theory, quantitative techniques, and technical analysis to create tailored investment strategies across various asset classes.

Patricia Bush is a CFP® and Series 65 credentialed advisor with six years of industry experience. She is the principal of AAA Advisory LLC and also serves as a tax consultant at Bestgate Tax & Accounting Advisors, LLC, where she is involved in tax review and income tax preparation. Her prior work includes roles at Squire, Lemkin + Company, LLP and Bestgate Wealth Advisors, LLC. AAA Advisory LLC provides fee-only comprehensive and project-based financial planning and tax preparation services primarily to individual clients, including high-net-worth individuals, through virtual meetings. The firm offers non-discretionary investment recommendations based on Modern Portfolio Theory and a long-term, passive investment approach focused on asset allocation.

Jeyamariappan Ganapathy is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been the sole advisor at Samatva Wealth Management LLC since 2015 and previously worked at Senaissance Software. Samatva Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis and focuses on a long-term investment horizon using fundamental analysis and discounted cash flow techniques, with portfolios diversified primarily through actively managed mutual funds.

Christopher Ruspi is a CERTIFIED FINANCIAL PLANNER™ professional with 36 years of industry experience. He has been with Applied Financial Wisdom since 2012 and also maintains an affiliation with LPL Financial. Outside of his advisory work, he owns a travel blog. Applied Financial Wisdom provides discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan allocation services to individuals, high-net-worth clients, and business entities. The firm’s investment approach is based on a proprietary top-down forecast that incorporates fundamental, technical, and cyclical analysis, utilizing sector rotation, ETFs, individual equities, fixed income, and, when appropriate, options and margin strategies.

Sean Defrehn is a financial advisor at DeFrehn Consulting with 9 years of industry experience. He holds a Series 66 designation and has previously worked at Triad Advisors, Inc. and OSAIC. Outside of financial advising, he teaches hunter safety classes for the Maryland Department of Natural Resources. DeFrehn Consulting is an independent firm serving clients from Adamstown, MD.