Daryan Lenz is a CFP®-certified financial advisor with 14 years of industry experience. He is the sole advisor at Lenz Integrity Financial, an independent firm he has been associated with since 2016, and previously worked at Lincoln Financial Advisors from 2013 to 2016. Lenz Integrity Financial serves individual and high-net-worth clients as well as charitable organizations, offering discretionary portfolio management and standalone financial planning. The firm’s investment approach combines modern portfolio theory with technical analysis, model allocations, and selective option strategies, and it typically uses exchange-traded funds and firm model portfolios.

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.

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.

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.

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.

Samrang Vattana Hai is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He is the principal advisor at Belleros Capital Management, LLC, an independent firm he founded after previous roles at Partnership Wealth Management and Horan Capital Management. In addition to advisory services, he is a licensed insurance agent and dedicates part of his professional time to insurance sales. Belleros Capital Management provides investment advisory and financial planning services to individuals and high-net-worth clients, focusing on tailored asset allocation and discretionary portfolio management. The firm emphasizes aligning investment strategies with clients’ risk tolerance and time horizon, employing various techniques including technical analysis and dollar-cost averaging.

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.

Michael Granata is the sole advisor at MG Financial Services, an independent firm based in Finksburg, MD. He holds a Series 65 designation and has 4 years of industry experience. Granata also owns and operates an accounting and tax services business outside of his advisory role. MG Financial Services provides discretionary portfolio management and general investment advice to individual investors, trusts, estates, retirement accounts, and business entities. The firm employs a dividend-growth, buy-and-hold investment approach focused on industry-leading companies and integrates tax preparation and accounting services with its client offerings.

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.

Samuel Erdman is a CFP® with 17 years of industry experience and serves as the sole advisor at Anchor Wealth Advisors, LLC. He previously worked at Ronald Blue & Co. and Ronald Blue Trust from 2007 to 2019. Outside of his advisory role, he is the Finance Manager of Smithouse Construction, LLC, a financial management position unrelated to investment advising. Anchor Wealth Advisors, LLC is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers portfolio management, comprehensive financial planning, corporate consulting, and educational seminars, employing a primarily passive investment approach using low-cost index funds, separately managed accounts, and direct-indexing strategies.

Brandon Barrett is a financial advisor at Elbrus Partners, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Kissinger Financial Services, LLC and its affiliated entities. Outside of advisory work, he manages operations for an apartment complex in Baltimore, MD through MMHK LLC. Elbrus Partners provides discretionary portfolio management and advisory services to individual investors, families, and high-net-worth clients. The firm uses a global tactical asset allocation approach, incorporating various analytical methods and derivative strategies, and manages client portfolios on a discretionary basis with tailored investment policies.

Marcie Flynn is a financial advisor at Monarch Financial, LLC in Fallston, MD, holding Series 65 and Series 66 designations with five years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC from 2015 to 2018 before establishing Monarch Financial in 2023. Monarch Financial LLC provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm employs a long-term investment approach using ETFs, mutual funds, individual stocks, and bonds, and integrates both fundamental and technical analysis in portfolio construction.