Michael James Thomson Sr.

Jeff Judge, CFP®, ChFC®, CLU®, AEP®, is Managing Partner of Chesapeake Financial Planners in Forest Hill, Maryland. He helps families, executives, and business owners navigate retirement, business exit, equity compensation, tax, and estate planning through the firm's proprietary R.U.D.D.E.R. Method™ — a structured six-step process for aligning wealth with life goals. A 2005 graduate of Goucher College, Jeff began his career in regional and national banks before joining MetLife in 2011 and founding his first firm a year later. He co-founded Chesapeake Financial Planners with Mark Rossbach, CPA, in 2017. Jeff is a Kiplinger contributor, a Five Star Wealth Manager (2017–2026), and an NAEPC-affiliated estate planner. He leads financial-literacy workshops for Fortune 500 and mid-sized employers across the Mid-Atlantic. Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services through Great Valley Advisor Group, a separate RIA. Jeff lives in Forest Hill with his family.

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 the principal of Apprise Wealth Management LLC in Phoenix, MD, with 13 years of industry experience. He holds the CFA® designation and has worked at firms including Foundation Wealth & Tax Advisors, Bestgate Wealth Advisors, and American Century Investment Services. In addition to his advisory role, he is a co-presiding partner of Hay Weiss CPA, LLC, an accounting and payroll services firm he helped found in 2002, and he occasionally reviews industry guides for the CFA Institute. Apprise Wealth Management provides discretionary wealth management and financial planning to individual and high-net-worth clients, trusts, estates, charitable organizations, corporations, and other advisers. The firm uses a bottom-up, fundamentally driven investment process with a value-oriented approach, managing portfolios that include equities, mutual funds, ETFs, fixed income, and options, and also serves as a sub-advisor to other registered investment advisers.

George Noon is the principal of Noon Investment Management LLC in Phoenix, MD. He holds the CFA® designation and has over 30 years of experience in investment management, including three decades at LaSalle Investment Management followed by self-employment before founding his current firm. Noon Investment Management LLC is an independent advisory firm serving individuals, high net worth clients, trusts, estates, businesses, retirement plans, and other registered investment advisers. The firm employs a primarily fundamental analysis-driven investment approach combined with consulting and institutional plan services, offering discretionary wealth management, financial planning, and sub-advisory support.

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 sole advisor at G.S. Woods Wealth Management with 16 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Apart from his advisory role, he manages GSW Trading Company, a wholesale import and export business, and serves as CEO of Multi Arbitrage Capital Solutions, a firm focused on risk consulting, insurance production, and business acquisitions. G.S. Woods Wealth Management serves individuals, families, small businesses, professionals, charitable organizations, and employee benefit plans through financial planning, insurance advice, business planning, and pension consulting. The firm emphasizes goals-based planning and long-term strategic asset allocation without managing client assets directly, referring clients to third-party asset managers and offering specialized services including an AI-based budgeting application and programs for veterans and public service personnel.