Thomas Sweeney

Christopher Furno is a financial advisor at Summit Wealth Management in Berlin, MD, holding a Series 66 credential and with seven years of industry experience. His prior roles include positions at Cambridge Investment Research and Kovack Securities. He is also an independent insurance agent offering life insurance and annuity products. Summit Wealth Management provides financial planning, portfolio management, and pension consulting primarily for pooled and institutional accounts, including retirement plan sponsors, while serving individual and small-business clients. The firm employs a Core+Satellite investment approach and offers modular financial plans, educational workshops, and due diligence on external managers.

Dorothy Burke is a financial advisor at Riverview Asset Management, Inc. with three years of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1983. Riverview Asset Management provides investment advisory services to individual and high-net-worth clients, primarily through discretionary portfolio management. The firm employs a blended analytical approach that includes technical and fundamental methods and offers a range of products including equities, fixed income, mutual funds, ETFs, and structured products.

Michael Farley is a financial advisor at Farley Financial in Berlin, MD, holding a Series 66 designation with 23 years of industry experience. He has been with Q1 Advisors, Inc. since 2007. Farley Financial provides discretionary investment management and portfolio oversight primarily for individuals, families, trusts, guardianships, foundations, and endowments, focusing on non–high-net-worth clients. The firm employs a disciplined four-step process to create individualized asset-allocation strategies, predominantly recommending exchange-traded funds and mutual funds while avoiding market timing.

Amy Castro is a financial advisor at Farley Financial in Berlin, MD, holding a Series 65 designation with two years of industry experience. She has been with Farley Financial since 2021 and previously worked at Ocean Enterprise LLC for ten years. Farley Financial provides discretionary investment management and portfolio oversight primarily for individuals, families, trusts, guardianships, foundations, and endowments, focusing on a client base that is predominantly non–high-net-worth households. The firm employs a disciplined four-step process to develop individualized asset-allocation strategies and primarily recommends exchange-traded funds and mutual funds while avoiding market timing.

Harold Carmean II is a financial advisor with CWM Advisory, LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at SCF Investment Advisors, SCF Securities, Creative Wealth Management, and National Life of Vermont. Outside of his advisory work, he is an instructor for 3of7Project, a training company focused on mental, spiritual, and physical development. CWM Advisory, LLC provides advisory and planning services primarily to individual and high-net-worth clients as well as pension and employee benefit plans. The firm employs SEI-managed investment strategies based on modern portfolio theory and offers concierge and multi-generational planning services, coordinating closely with third-party subadvisers for portfolio management and tax considerations.

Nicholas Craven is a financial advisor with Montgomery Financial who holds a Series 65 designation and has nine years of industry experience. He has been associated with Montgomery Financial and its affiliated entities since 2016. In addition to advisory services, Mr. Craven is licensed as an insurance agent and spends approximately 40% of his time offering insurance-related products through MFS Wealth LLC. Montgomery Financial serves individual investors, including high-net-worth and non-HNW clients, as well as qualified retirement plans. The firm offers discretionary portfolio management, ERISA 3(21) plan services, and financial planning, using AE Wealth Management’s sub-adviser platform while providing public educational seminars and a 90-day client satisfaction guarantee.