Stacy Lynn Coldwell

Heinrich Brandt is the sole advisor at Brandt Wealth Advisors, LLC in Centreville, MD, holding Series 63 and Series 65 designations with 25 years of industry experience. He has led Brandt Wealth Advisors since its founding in 2012. Outside of his advisory work, Brandt is involved in local community organizations including the Choptank Puritan Club and serves on the advisory board for Healthy Families Queen Annes/Talbot, focusing on early childhood and young parent education. Brandt Wealth Advisors provides fee-based investment advisory and portfolio management services to a range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis, incorporating higher-risk instruments and trading strategies, and manages assets on a discretionary basis without imposing account minimums.

Alex is the founder of Clear Advisors, a fee-only financial planning firm based in Maryland. He founded the firm with a simple belief: investors are better served by focusing on the financial decisions they can control than by trying to predict the next market move or chase the next hot stock. Instead, Alex helps clients optimize the areas that have the greatest long-term impact on their financial lives—taxes, retirement income, investment costs, savings, and the countless planning decisions that shape financial success. Financial planning has been part of Alex's life for as long as he can remember. Having a father who spent a long career as a financial advisor gave him an early look at both the strengths and shortcomings of the traditional wealth management model. After earning a bachelor's degree in finance, becoming a CERTIFIED FINANCIAL PLANNER™ professional, and beginning his career advising clients on retirement, tax, and investment planning, Alex founded Clear Advisors to build the kind of firm he would want as a client: flat fees, no commissions, no asset gathering, and planning that goes far beyond just managing investments. What Alex enjoys most is uncovering planning opportunities that can make a meaningful difference in someone's financial future, whether it's identifying a Roth conversion strategy that could save substantial taxes over a lifetime, developing a retirement income plan that provides greater confidence, or helping clients make smarter financial decisions year after year. His goal is simple: to help clients keep more of what they've earned, reduce financial uncertainty, and retire with confidence.

Thomas Campi is a CFP® and Series 66-registered advisor with 22 years of experience. He is the sole advisor at Index Portfolio Tools Advisors, an independent firm he has led since 2011. In addition to his financial advisory work, Thomas is a board-certified psychiatrist practicing adult and child psychiatry, and he is involved in mental health media and intellectual property ventures related to wellness. Index Portfolio Tools Advisors provides fee-based investment management and asset allocation advice to individuals, trusts, estates, small businesses, and retirement plans. The firm manages approximately $20 million in client assets, utilizing market index data and academic research to guide portfolio construction with stocks, mutual funds, ETFs, and municipal securities.

Edwin Stone is a financial advisor at Shore Financial Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Connectyourcare and Tred Avon Family Wealth. In addition to his advisory role, he operates a business consulting LLC. Shore Financial Advisors, LLC is an independent, single-advisor firm providing tailored portfolio management to high-net-worth individuals, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment instruments, offering both discretionary and non-discretionary services while focusing on customized client solutions.

Wayne Shaner is the sole advisor at Rockledge Partners, LLC, an independent firm based in Easton, MD. He has 23 years of experience with Rockledge Partners, where he has worked since 2003. Rockledge Partners provides discretionary investment management to individuals, partnerships, corporations, trusts, non-profit organizations, and institutional clients. The firm employs a value-oriented investment approach focused on bottom-up fundamental research, long-term horizons, and investments in issuers with owner-operator management, serving a client base primarily composed of high-net-worth individuals and institutional mandates.

Lars Erickson is a Series 65-licensed financial advisor with 12 years of industry experience. He is the sole advisor at East Bay Equities LLC, where he has worked since 2013. In addition to his advisory role, Erickson operates East Bay Plans LLC, providing home plans and job site consulting for new construction and remodeling projects. East Bay Equities LLC offers discretionary portfolio management to individual and high-net-worth clients, primarily focusing on short-term equities trading alongside asset allocation and personalized investment policies. The firm employs technical analysis and a combination of long- and short-term trading strategies, including short sales and margin transactions, managing accounts under discretionary authority with regular reviews and reporting.