Patricia Dolores Soto

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.

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.

Christopher Yeagle is a financial advisor at Honeygo Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Life Plan Financial. Yeagle’s background also includes over a decade at TJ Distributors, Inc. Honeygo Financial provides investment management and comprehensive financial planning to individual clients, serving both mass-affluent and high-net-worth households. The firm employs a Modern Portfolio Theory-based approach, primarily using passive strategies with index mutual funds and ETFs, and emphasizes documented investment policies, tax efficiency, and coordination with outside tax and legal professionals.

If you are analytical, love details, and have higher standards and expectations for your financial advisor, we should talk. Our service model is high touch, very personalized, and as detailed oriented as you can get. We specialize heavily in retirement income planning and customization. We also pride ourselves in our very in depth, proactive tax planning. We are veteran-owned, real fiduciaries, and would love the opportunity to show you what we can do.

Antoine Orr is the sole advisor at Plancorr Wealth Management, LLC in Nottingham, MD, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Plancorr Wealth Management since 2008 and has operated as a self-employed insurance agent since 1998, dedicating significant time to his independent insurance services. Plancorr Wealth Management provides fee-only financial consulting and personalized planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes detailed analyses including investment portfolio cost-benefit and risk management, retirement income planning, and insurance reviews, delivering advice through consultations and written reports without taking custody of client assets.