Peter Donald Shelp

Bradley Fine is a Series 65-licensed financial advisor with eight years of industry experience. He is the sole principal of Four Seasons Investment Management LLC and previously worked at Sandy Spring Bank/TRUST for 17 years. Four Seasons Investment Management is an independent, fee-only firm serving individual investors, trusts, endowments, and select business entities. The firm offers discretionary wrapped investment management, hourly advisory services, and educational seminars, managing portfolios under a fiduciary Prudent Investor Standard with a focus on globally diversified allocations and tax sensitivity.

Kevin Ohara is a CFP® professional with nine years of industry experience. He is the principal and sole advisor at O’H Capital LLC, which he joined in 2023 following a 16-year tenure at Truist Financial and a brief retirement. O’H Capital LLC provides discretionary asset management and investment advisory services to individuals, high net worth clients, trusts, small businesses, and estates. The firm creates personalized investment strategies based on client goals, time horizons, and risk tolerance, utilizing both fundamental and technical analysis.

Paul Jones is a financial advisor at Great Ocean Road Financial with 14 years of industry experience. He holds the PFS™ designation as well as the Series 63 and Series 65 licenses. Prior to founding Great Ocean Road Financial, he worked at Watchtower Wealth Management and held roles in both the public and private sectors. In addition to his advisory work, he is the owner and sole proprietor of Jones Accounting Company, an accounting and tax preparation practice. Great Ocean Road Financial is an independent advisory firm that provides investment management, financial planning, and retirement plan consulting to individual investors and plan sponsors. The firm offers tailored portfolios based on client goals and risk tolerances, utilizing a combination of fundamental, technical, and quantitative analysis along with modern portfolio theory.

John Rothe is the sole advisor at ARTAIS Capital Management, LLC in Lewes, Delaware, holding Series 63 and Series 65 registrations with 24 years of industry experience. He has worked at ARTAIS Capital Management since 2006. ARTAIS Capital Management provides ongoing portfolio management and project-based financial planning to individuals, including high net worth clients, corporate entities, trusts, estates, and charitable organizations. The firm combines fundamental, technical, cyclical, and charting analysis to construct portfolios and offers both research-driven model portfolios and individualized management, with a notable emphasis on non-discretionary assets and serving institutional-type clients alongside individual households.

Eric Stone is a CFP® with 17 years of industry experience and is the sole advisor at ECT Advisory, LLC. He has worked at ECT Financial since 2010. Outside of his advisory role, he is also involved in selling group insurance. ECT Advisory, LLC provides investment management, financial planning, and retirement plan consulting to individuals, estates, trusts, charitable organizations, and corporate pension and profit-sharing plans. The firm employs an asset-allocation approach using actively managed mutual funds, index funds, stocks, and bonds, and offers vendor due diligence and performance monitoring for retirement plans.

Kirsten Lopez is a CFP® and holds a Series 66 license with three years of industry experience. She has worked at Metz Capital Management LLC since 2024 and previously was employed at Merrill for 11 years. Metz Capital Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary investment supervisory services alongside financial, estate, business, and educational planning. The firm focuses on diversified portfolios primarily invested in no-load mutual funds, bonds, equities, and ETFs, with an investment process that emphasizes portfolio diversification, periodic rebalancing, and risk-adjusted analysis.