Kent Groff is a CFP® and holds a Series 66 license with 13 years of industry experience. He is the sole advisor at Groff Wealth Management, a firm he founded in 2025 after previous roles at RCS Financial Planning, Elbrus Partners, and Axa Advisors. Groff Wealth Management is a fee-only registered investment adviser serving primarily individuals and high-net-worth clients. The firm combines investment management and financial planning, using a mix of passive and active strategies informed by Modern Portfolio Theory, and places a particular emphasis on selecting and monitoring outside investment managers.

Philip Weiss is a CFA® charterholder and principal of Apprise Wealth Management LLC in Phoenix, MD, with 12 years of industry experience. He has worked at several firms including Foundation Wealth & Tax Advisors, Bestgate Wealth Advisors, and American Century Investment Services. Outside of investment advisory, he is a co-presiding partner of Hay Weiss CPA, LLC, an accounting firm he helped found in 2002, and occasionally reviews industry guides for the CFA Institute. Apprise Wealth Management is an independent advisory firm managing approximately $93.4 million for about 72 clients, including individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm employs a bottom-up investment approach that integrates fundamental security analysis, asset allocation, and tax-efficient strategies, with portfolios typically blending equities, mutual funds, ETFs, and options where appropriate.

John Amos is a financial advisor with McClelland Wesley Wealth Management in Parkton, MD. He holds Series 63, 65, and 66 licenses and has 22 years of industry experience. He has been with McClelland Wesley Wealth Management since 2014. Outside of his advisory role, he plans to establish an insurance agency separate from his RIA. McClelland Wesley Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of charting, fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework and serves both retail and institutional clients, including pension consulting.

George Noon is a CFA® charterholder and principal of Noon Investment Management LLC with over 30 years of industry experience. He previously worked at LaSalle Investment Management from 1990 to 2020 before leading his own firm since 2023. Noon Investment Management provides investment advisory and financial planning services to high-net-worth individuals, trusts, estates, businesses, registered investment advisers, and institutional clients. The firm employs a primarily long-term, fundamental investment approach supplemented by technical analysis and is notable for actively serving institutional clients and offering consulting and sub-advisory support to other advisory firms.

John Ciesielski is a CFA® charterholder and Series 63 licensee with four years of industry experience. He has been with R.G. Associates, Inc., an independent firm based in Towson, MD, since 1992. R.G. Associates provides discretionary investment management for individual investors through separately managed accounts, focusing on a bottom-up, value-oriented stock selection process based on fundamental microeconomic analysis and detailed financial reporting. The firm serves clients with concentrated, long-term, long-only portfolios and also offers limited financial analysis consulting for institutional clients.

Graeme Woods is the principal advisor at G.S. Woods Wealth Management with 15 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Woods has experience in both financial services and business consulting, including managing a wholesale import-export company and leading a business consulting and insurance firm focused on risk management and business value growth. G.S. Woods Wealth Management serves individuals, families, small businesses, and charitable organizations by providing written financial planning, insurance placement, business consulting, and pension consulting services. The firm emphasizes goals-based planning and risk assessment, referring clients to third-party asset managers and offering fixed-fee and hourly engagements, with a notable role in pension consulting for government entities.

Christopher Yeagle is a financial advisor at Honeygo Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Life Plan Financial. Yeagle’s background also includes over a decade at TJ Distributors, Inc. Honeygo Financial provides investment management and comprehensive financial planning to individual clients, serving both mass-affluent and high-net-worth households. The firm employs a Modern Portfolio Theory-based approach, primarily using passive strategies with index mutual funds and ETFs, and emphasizes documented investment policies, tax efficiency, and coordination with outside tax and legal professionals.

Patrick Dyer is a financial advisor with Capital Portfolio Management, Inc. in Timonium, MD. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including 35 years with his current firm. In addition to his advisory role, he is an independent insurance agent. Capital Portfolio Management, Inc. offers investment advisory and portfolio management services to individual clients as well as pension and profit-sharing plans. The firm provides tailored asset allocations with both discretionary and non-discretionary management, incorporating a range of investment vehicles and allowing clients to set written restrictions on their portfolios.

Carroll Smith is a financial advisor at RS Wealth Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with National Planning Molter since 2009. RS Wealth Management, Inc. is a single-advisor independent firm that provides ongoing portfolio management and integrated financial planning primarily for individual and high-net-worth clients. The firm operates on a non-discretionary basis, requiring client approval for trades, and emphasizes mutual funds and ETFs using both fundamental and technical analysis.

Philip Snyder is a CFA® charterholder and holds a Series 66 license, with 19 years of experience in the financial industry. He founded Snyder Asset Management, LLC in 2017 after a year at LPL Financial LLC. Snyder Asset Management provides customized wealth management and comprehensive financial planning primarily to individual clients, including high-net-worth households. The firm’s investment approach involves discretionary portfolio management using low-cost, diversified mutual funds and ETFs, with options for individual securities and alternative investments, and it also serves pension and profit-sharing plan clients.

Kathleen Houseman is the principal advisor at Houseman Financial LLC and holds a Series 65 designation. She has over 28 years of experience, including a long tenure at McCormick & Company, Inc., and currently also works as a financial consultant and tax professional at William T Houseman CPA. Houseman Financial LLC provides investment supervisory services primarily through discretionary money-manager arrangements for institutional accounts, pooled vehicles, and retirement plans, while also supporting 401(k) programs with third-party administration. The firm employs a value-driven, fundamental analysis investment approach and offers financial planning and consulting services alongside public educational seminars.

William Kauffman is a CFA® charterholder and the sole advisor at Paramount Investments, LLC, with 13 years at the firm and a total of 7 years in the industry. He has worked concurrently with Asset Strategy Consultants, LLC and NIC, and previously held a position at Notre Dame of Maryland University. Outside of his advisory role, he serves as a research analyst at a nonprofit organization focused on senior housing and care. Paramount Investments, LLC is a single-advisor registered investment adviser that offers discretionary portfolio management, integrated financial planning, and 401(k) advisory services to individuals, high-net-worth clients, trusts and estates, small businesses, and charitable organizations. The firm takes a primarily long-term, fundamental investment approach, utilizing diversified portfolios with low-cost mutual funds and ETFs, and selectively adding individual stocks and bonds, while using technical analysis mainly for trade timing.

Thomas Bonvissuto is the principal of Intero Financial Planning, LLC in Parkton, MD, with 29 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 65 designations. Prior to founding Intero Financial Planning in 2019, he worked at The Financial Consulate Inc. and held roles at Lyft and Uber. He serves as a trustee for Sheppard Pratt Investment Inc., where he reviews investments monthly. Intero Financial Planning is an independent registered investment adviser serving individuals, including high-net-worth clients, as well as institutional entities such as pension plans, nonprofits, and corporations. The firm offers financial-planning-driven investment management, public educational seminars, annuity placement, and uses a multi-allocation strategy focused on ETFs, mutual funds, and a combination of passive and active management.

Wilson Taliaferro is a financial advisor at Bush River Trust, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Axa Advisors LLC before joining Bush River Trust in 2017. Outside of his advisory role, he serves as a board member for Gunpowder Riverkeeper, Inc., a nonprofit focused on protecting and restoring the Gunpowder River and its watershed. Bush River Trust provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm emphasizes a long-term investment approach based on fundamental analysis, modern portfolio theory, and technical analysis, generally operating on a non-discretionary basis with ongoing client involvement.

Charles Kares is the principal advisor at C.T. Kares Advisory Group, Inc. in Abingdon, MD, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has led his independent advisory firm since 1999. C.T. Kares Advisory Group provides investment advisory services to individuals, retirement plans, trusts, estates, and charitable organizations, managing accounts on a non-discretionary basis. The firm emphasizes long-term, buy-and-hold strategies using predominantly no-load and load-waived mutual funds tailored to each client’s objectives and risk tolerance.

John Berzellini is a CFP®-certified financial advisor with 21 years of industry experience. He has led JBA Financial Advisors since 2007, operating as the firm's sole advisor. In addition to advisory services, he owns a tax preparation business. JBA Financial Advisors offers discretionary and non-discretionary investment management, financial planning, and advisory referral services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs Modern Portfolio Theory to build diversified portfolios, primarily using index funds and ETFs for discretionary accounts, while non-discretionary accounts may include individual stocks, bonds, and preferred stock to meet client objectives.

EXPERIENCE & EXPERTISE Mitchell is the founder of Dyer Private Wealth Management & Financial Consults Group, LLC d/b/a Dyer Private Wealth Management, a Registered Investment Advisor in the State of Maryland. Mitchell provides his clients with safe, affordable, and precise solutions to fit their financial needs. Mitchell gained experience from strong mentors and other CERTIFIED FINANCIAL PLANNERS® before branching off to start his own firm. Mitchell works with clients in a caring and thoughtful way, helping them to grow with compassion and understanding. COMPANY MISSION Mitchell's vision of DPWM includes a practice filled with like-minded individuals with the same goal, to assist the community. His client base consists of those who require premium level expertise and the highest level of analytics and attention. As his team and company grows, he ensures the level of integrity and comfort among both clients and employees remains high. His practice was built on passion and love for the industry, coupled with his extensive technical knowledge and care for others. EDUCATION B.S. from Towson University in Molecular Biology, Biochemistry, & Bioinformatics CERTIFIED FINANCIAL PLANNER® Life, Health, Accident, & Sickness Insurance Producer - No Commissionable Products Sold Active FINRA licenses: Series 7 & Series 63 - No Association With Broker Dealer Active NASAA licenses: Series 65 OUR PHILOSOPHY We can utilize our skillset to help others and at our firm that skill relates to financial wellbeing. The community needs experts who can cater to all individuals regardless of their financial status, and we aim to just do that, this means we have no asset minimums. We improve clients finances so they can live fulfilling lives, and we see our job to help them reach that fulfillment. WHY I LOVE DYER PRIVATE WEALTH This firm started from an idea and a passion, and the willingness to aim for something larger than one individual’s goal. It started from the ground up with integrity and belief, coupled with an exceptional financial skillset that has gotten us to where we are today. Our firm, our clients, and our soon to be growing team will all participate in something larger than ourselves with the sole intent of making a positive impact for others along the way.

Stephen Olah is a CFP® and PFS™ credentialed financial advisor with 29 years of industry experience. He is the principal of Towson Financial Advisors, LLC, where he has worked since 2016. In addition to his advisory work, he maintains a CPA practice focused on tax return preparation and consulting. Towson Financial Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, applying modern portfolio theory with a long-term trading approach and managing accounts on a discretionary basis.

Kristopher Hallengren is the principal of KRH Investments, LLC and holds a Series 65 designation with 15 years of industry experience. He has been associated with KRH Investments since 2010 and also serves as a director at Weyrich, Cronin & Sorra, a firm specializing in business valuation and forensic accounting, where he is involved in litigation testimony and business valuation. KRH Investments, LLC provides financial planning and discretionary investment management primarily to individual clients, emphasizing value-based fundamental analysis combined with client-specific investment policies and a quarterly review process. The firm integrates a conflict management policy and promotes the use of low-cost execution platforms and directed brokerage arrangements.

Walter Hoffman is the sole advisor at Hoffman Financial Consultants in Belcamp, MD, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc. and SagePoint Financial, Inc. Hoffman also sells term life insurance as an independent contractor. Hoffman Financial Consultants provides investment advisory and financial planning services to individuals, trusts, and estates. The firm offers non-discretionary advice with a long-term buy-and-hold investment approach, incorporating both fundamental and technical analysis, and emphasizes personal client contact.