Shannon Storch

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

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.

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.

Shaun Blakeslee is a financial advisor at Alton Point Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and PNC Investments. Outside of advising, he hosts an educational and entertainment podcast covering topics such as money, business, entrepreneurship, and finance. Alton Point Advisors, LLC is a small, independent firm founded in 2022 that provides discretionary asset management and hourly financial planning primarily for individual clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to develop tailored investment strategies and conducts quarterly reviews for rebalancing and tax-loss harvesting.

Gregory Rhines is a financial advisor with Wealth Builders Financial Group LLC in Westminster, MD. He holds a Series 65 designation and has 21 years of experience in the industry. He has been with Wealth Builders Financial Group since 2005 and has operated Wealth Builders, Inc. since 1992. Outside of his advisory role, he serves as president of Wealth Builders CPA & Consultants, a management position he has held since 1992. Wealth Builders Financial Group is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts and estates, and corporate/business entities. The firm uses fundamental security analysis and primarily recommends mutual funds for diversification, managing approximately $38 million in assets for nearly 500 clients.

Christopher Murray is the principal of Murray Financial Group, Inc., an independent advisory firm based in Frederick, MD. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to the current firm structure, he was associated with the Retirement Planning Center of MD Inc. for over two decades. Outside of financial advising, he is a partner in a real estate business, Degaran, LLC. Murray Financial Group serves primarily high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides financial planning, consulting, and referral services, focusing on evaluating client objectives and referring portfolios to third-party managers while offering values-based and Biblically Responsible Investing options.