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.