Roy Beyer is the sole advisor at Priority Financial Advisors, LLC in Frederick, MD, with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Capwest since 2007 and the Wycoff Stock Market Institute since 1992. Outside of advisory work, he owns a music performance business providing live music at private events. Priority Financial Advisors is an independent registered investment adviser serving individual and high-net-worth clients with ongoing investment supervisory services and hourly financial planning. The firm uses a defined Investment Policy Statement tailored to each client and employs a mix of charting, fundamental, technical, and cyclical analysis to build diverse portfolios, while offering complimentary educational seminars and maintaining a very small client roster managed solely by the principal advisor.

Patricia Bush is a CFP® and Series 65-registered advisor at AAA Advisory LLC with six years of industry experience. She has worked at Bestgate Tax & Accounting Advisors, LLC and Squire, Lemkin + Company, LLP, where she held various roles including tax consulting. Alongside her advisory work, she provides tax review and preparation services as a tax consultant. AAA Advisory LLC offers project-based financial planning and tax preparation services primarily through virtual meetings. The firm serves individual clients, including high-net-worth individuals, focusing on limited-scope engagements and non-discretionary investment recommendations that emphasize long-term, passive asset-allocation strategies without portfolio management or asset-based fees.

Jeffrey Bowers is a CFP® with 25 years of industry experience, currently serving as the sole advisor at Plan2Retire in Hagerstown, MD. He has worked at Bowers Advisory Group, LLC since 2008 and co-owns Donald C. Bowers Insurance, Inc., a non-investment-related business. Plan2Retire is an independent, fee-based advisory firm that serves individual households and employer retirement plans with discretionary portfolio management, financial planning, and qualified plan consulting. The firm employs individualized investment policy statements and a combination of fundamental, technical, and cyclical analysis, and offers comprehensive financial consulting, participant education, and public seminars.

Catharine Fairley is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. She is the principal of Catharine Fairley Planning Group LLC, an independent firm based in Frederick, MD. In addition to financial planning, she owns and operates a separate CPA firm, Catharine Fairley, CPA LLC, where she spends most of her professional time. Her firm provides fee-only, hourly financial planning services to individuals, business owners, and trustees, with an emphasis on tax and divorce-related financial planning. The firm offers a long-term, buy-and-hold investment approach using diversified, no-load mutual funds and ETFs, and maintains a non-implementation service model without discretionary authority or asset management.

Leah Woodly is a CFP® with four years of industry experience currently advising at Dorval & Chorne Financial Advisors. She previously worked at AdvisorNet Wealth Management and Jacobs, and has experience outside finance as a tax preparer. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth clients, and businesses, managing approximately $374 million in assets with an investment approach based on diversification and fundamental analysis.

Keith Bryan is a financial advisor at Bryan Investments, LLC with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Bryan Investments since 2011. Bryan Investments serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small businesses by providing non-discretionary portfolio management and investment recommendations. The firm employs both fundamental and technical analysis, generally favoring long-term purchase strategies while using short-term trading in limited cases, and operates with a flat annual management fee without charging percentage-of-assets fees or accepting commissions.

Sean Moore is a CFP® professional with eight years of industry experience. He is currently a co-owner and Director of Operations at Moore Wealth, where he has worked since 2023. Prior to this, Moore served at Commonwealth Financial Network for six years and was a member of the United States Army from 2011 to 2017. Moore Wealth serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and discretionary asset management. The firm manages approximately $156.9 million in assets and employs a mix of firm-managed and third-party model portfolios supported by Commonwealth’s platforms.

Shabri Moore is a CFP® with 29 years of experience in the financial services industry. She is a managing partner at Moore Wealth, where she has worked since 2023. Prior to that, she spent over a decade at Commonwealth Financial Network. Moore Wealth serves individual and high-net-worth clients, pension plans, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and discretionary asset management through a combination of firm-managed and third-party portfolio strategies.

Christopher Rhoads is a financial advisor at NorthPeak Financial, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at NorthPeak Financial since 2021. Outside of advisory work, he is the managing member of WealthFlow Inc., an insurance agency, and CEO of Live Pulse, a technology company. NorthPeak Financial serves individuals, trusts, estates, charitable organizations, and business entities by providing portfolio management, modular financial planning, and pension consulting services. The firm manages client assets primarily on a discretionary basis, employing various analytical methods and strategic asset allocation to align portfolios with client objectives.

Jason Cox is a financial advisor with Northpeak Financial, Inc. in Frederick, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Northpeak Financial since 2011. Northpeak Financial serves individuals—including high-net-worth clients—trusts, estates, charitable organizations, and business entities, providing portfolio management, modular financial planning, and pension consulting services. The firm manages client assets on a discretionary basis using various analytical methods and strategic asset allocation, and it also works with corporate pension and profit-sharing plans.

Erik Moore is a financial advisor at Moore Wealth in Frederick, MD, holding a Series 66 designation with nine years of industry experience. He previously worked at Commonwealth Financial Network and D.B. Root & Co. Outside his advisory role, he is a co-owner and Director of Investment Strategy at Moore Wealth, LLC. Moore Wealth serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and discretionary asset management through firm-managed accounts and Commonwealth-sponsored programs. The firm uses a combination of proprietary and third-party portfolio strategies and emphasizes client education through periodic publications and workshops.

Catherine Bryan is a financial advisor at Bryan Investments, LLC with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with Bryan Investments since 2011. The firm serves individual clients, pension and profit-sharing plans, and small businesses by providing non-discretionary portfolio management and investment recommendations. Bryan Investments uses fundamental and technical analysis, generally favoring long-term purchase strategies, and employs a flat annual management fee structure without charging percentage-of-assets fees or accepting commissions.

Corey Grimes is a financial advisor at Turning Point Financial in Frederick, MD, holding a Series 65 designation with one year of industry experience. Prior to joining Turning Point Financial, he worked at Carmax for 11 years. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and retirement plan clients, offering financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting capabilities alongside its fiduciary planning process and uses third-party sub-advisers to manage client portfolios.

Thomas Pignone is a financial advisor at Turning Point Financial with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Turning Point Financial and its affiliated entities since 1994. Prior to his current role, he worked at Cambridge Investment Research Advisors Inc. for six years. Turning Point Financial serves individual and family clients, business owners, and retirement plan clients with financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting services with its fiduciary planning process and uses third-party sub-advisers alongside ongoing portfolio monitoring and annual client reviews.

Kurt Lalomia is a Certified Financial Planner® with 33 years of industry experience. He has been with Turning Point Financial since 2019 and previously worked at Cambridge Investment Research and Janney Montgomery Scott. In addition to his advisory role, Lalomia is an independent insurance agent representing various companies. Turning Point Financial serves individual and family clients, business owners, and retirement plans by providing financial planning, discretionary investment management, tax and accounting services, business valuation, and insurance recommendations. The firm employs a team-based, fiduciary approach that integrates behavioral and financial risk profiling with customized and model portfolio solutions.

William Heil is a financial advisor at Turning Point Financial in Frederick, MD, holding CFP® and Series 66 credentials with 15 years of industry experience. He previously worked for Klauenberg Retirement Solutions for 12 years and has served as treasurer of Rosebud Gun Club, Inc., a nonprofit social club, on a volunteer basis. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and certain retirement plan clients, providing financial planning, discretionary investment management, tax and accounting services, business valuation, and insurance product recommendations through a team-based fiduciary planning process.

Dane Grouell is a financial advisor with Turning Point Financial, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Apex Retirement Advisors, DRS Wealth Management, and Paulson Investment Advisors. Outside of his advisory work, he serves as Secretary and Board Member of Tualatin Valley Playschool, a nonprofit preschool in Tigard, Oregon. Turning Point Financial is a team-based firm serving individuals, families, business owners, and retirement plan clients with financial planning, discretionary investment management, and related services. The firm integrates tax and accounting capabilities alongside insurance product recommendations, utilizing third-party sub-advisers and custodial platforms for portfolio management.

Benjamin Dorsey is a CFP® and PFS™ credentialed advisor with six years of industry experience. He is currently with Analog Capital Partners LLC and also serves as Senior Tax Manager at EagleStone Tax & Accounting Services and President of Strategic Tax Planning, both CPA firms. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as subadvisory services to other investment advisers. The firm builds customized portfolios utilizing various investment approaches and manages approximately $92.8 million in discretionary assets.

Brennan Gmeiner is a financial advisor at Turning Point Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Purse Kaplan Sterling Investments and Cambridge Investment Research. Outside of his advisory role, he serves on the board of directors for St. Johns Regional School and is president of a local networking group in Frederick, MD. Turning Point Financial serves individual and family clients, business owners, and certain retirement plans, providing financial planning, discretionary investment management, tax and accounting services, business valuation, and insurance product recommendations. The firm employs a team-based fiduciary planning process and integrates in-house tax and accounting capabilities alongside its investment management approach.

David Strausser is a financial advisor at Turning Point Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Merrill Lynch, ABWE, UPS, and Penn State Harrisburg. Outside of financial advising, Mr. Strausser works as a delivery subcontractor for DoorDash. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and retirement plan clients with financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting services with investment management and insurance offerings, employing a team-based fiduciary planning process.