Troy Dean Lennox

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.

Michael Loftus is the principal of Loftus Wealth Strategies, an independent advisory firm, with 26 years of experience in the financial services industry. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research and United Planners' Financial Services of America. Outside of advising, he owns Loftus Coaching & Consulting, which provides consulting and marketing services to other financial advisors. Loftus Wealth Strategies is a fee-only registered investment adviser serving individual and high-net-worth clients. The firm employs a combination of passive and active investment strategies, providing discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.

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.

Dane Krich is a Series 65-licensed financial advisor with Odyssey Investments, Corp., bringing five years of industry experience. In addition to his advisory role since 2021, he serves as the Manager of the Mid-Atlantic Symphony Orchestra and Executive Director of the Chesapeake Youth Symphony Orchestra, and he teaches courses at Morgan State University. Dane also operates K&M Artists, LLC, an artist management company. Odyssey Investments, Corp. provides wrap-fee portfolio management primarily to high-net-worth individuals, combining advisory and transaction services through a single wrap program. The firm employs a long-term investment approach focused on fundamental analysis and offers tailored portfolios including equities, fixed income, REITs, and precious metal ETFs.

Anthony Christ is a financial advisor at Odyssey Investments, Corp. with Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Capital Securities Management Inc. for 13 years and has been involved in managing commercial real estate through Layton's Plaza LLC and Christ Family LLC. Outside of his advisory work, he serves as chairman of Brian's Song, a nonprofit performing a live show aimed at preventing heroin use among children. Odyssey Investments, Corp. provides wrap-fee portfolio management primarily to high-net-worth individuals, combining advisory and transaction services under a unified platform. The firm emphasizes fundamental analysis and long-term investing, tailoring portfolios with equities, fixed income, REITs, and precious metal ETFs.

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.