Timothy Taylor is a financial advisor with Taylor Capital Management in Martinsburg, WV, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has led TCM Advisors, LLC since 2006. Taylor serves on the finance committee of Highland View Academy, a nonprofit Christian high school. Taylor Capital Management provides discretionary portfolio management and investment advisory services to individuals, charitable organizations, corporate entities, retirement plans, and institutional mandates. The firm focuses on individualized account supervision, employs a broad range of investment instruments including derivatives, and manages a relatively large client base through a wrap fee program administered on two account platforms.

Sean Defrehn is a financial advisor at DeFrehn Consulting with 9 years of industry experience. He holds a Series 66 designation and has previously worked at Triad Advisors, Inc. and OSAIC. Outside of financial advising, he teaches hunter safety classes for the Maryland Department of Natural Resources. DeFrehn Consulting is an independent firm serving clients from Adamstown, MD.

Thomas Maiden is a CFP® with eight years of industry experience and is the sole advisor at Mission: Advice, an independent firm based in Shepherdstown, WV. He has worked with Investment Outfitters, LLC since 2019 and Insurance Outfitters, Inc. since 2000. Outside of his advisory work, Maiden serves as a Commanding Officer in the Navy Reserve with the United States Africa Command J2, leading a 70-member Naval Intelligence unit. Mission: Advice serves individuals, high-net-worth clients, and pension and profit-sharing plans, offering financial planning, discretionary investment management, and retirement plan consulting. The firm emphasizes tax-efficient portfolio construction, using low-cost, passive ETF allocations combined with long-term fundamental analysis, and provides institutional retirement plan consulting alongside individual wealth management.

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.

Archibald Hoxton IV is a CFP® with 26 years of experience in financial advising. He is currently with Hoxton Planning & Management, LLC, where he has worked since 2022 following six years at United Capital Financial Advisers, LLC. Outside of advisory work, he serves on the board of a funeral home and a local bank, and he is a co-author of a financial planning book. Hoxton Planning & Management, LLC provides financial planning, investment, and wealth management services to a range of clients including individuals, trusts, and government entities. The firm employs a strategic asset allocation approach combining Modern Portfolio Theory with active management, tailoring portfolios to client-specific risk, time horizon, and tax considerations.

Daniel Reeves is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Eaglestone Wealth Advisors and Emerson Equity LLC. Outside of advisory work, he has been involved with the Bethesda Soccer Club and the University of Maryland Men’s Soccer Camp. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses third-party research and diversified investment strategies, with regular portfolio reviews tailored to clients’ goals and risk tolerances.

James Sutch is a financial advisor at Hoxton Planning & Management, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Arbor Private Wealth, LLC and Wells Fargo Clearing Services, LLC. In addition to his advisory role, he is a licensed insurance agent involved in the sale of insurance products. Hoxton Planning & Management advises individual clients, trusts, estates, charitable organizations, business entities, and government clients, offering comprehensive financial planning and investment management services. The firm employs a strategic asset allocation framework informed by Modern Portfolio Theory, active management in select asset classes, and tax-aware strategies.

Archibald Hoxton is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Hoxton Planning & Management, LLC, where he has worked since 2023, following roles at The Vanguard Group and United Capital Financial Advisors. Hoxton volunteers with the CFP Board Competency Standards Commission, evaluating competency standards for CFP certificants and candidates. Hoxton Planning & Management serves individual clients, trusts, estates, charitable organizations, business entities, and public-sector clients, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a strategic asset allocation framework informed by Modern Portfolio Theory, active management in less efficient asset classes, and tax-aware strategies.

Gary Clark is a financial advisor at Chicago Capital Management Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with several firms, including Soar Financial LLC and New York Life Insurance Company. Clark is also involved in insurance brokering as a side business. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment approach, offering tailored strategies that include growth, income, and asset allocation, and incorporates derivatives and external model managers in its solutions.

Jonathan Bodwell is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 designations and possessing 23 years of industry experience. He previously worked at FSC Securities Corporation for ten years and has been involved with Hunter Enterprises since 1989. Outside of advising, he is associated with Bodwell Financial, which offers insurance services including life, health, disability, annuities, and long-term care products. Southland Equity Partners serves individuals, pension and profit-sharing plans, and businesses by providing financial planning, asset management, third-party portfolio manager selection, and retirement plan consulting. The firm combines fundamental and technical analysis to create customized portfolios and manages nearly $900 million in discretionary assets.

Landon Buzzerd is a CFP® with six years of industry experience. He is currently with Grant Street Asset Management, Inc., where he has worked since 2023. Prior to this, he was with Obsidian Personal Planning Solutions, LLC, and also held roles at the University of Maryland and Hagerstown Community College. Grant Street Asset Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, and institutional clients such as pension and charitable organizations. The firm’s investment approach includes asset allocation across mutual funds, ETFs, and individual securities using various analyses tailored to client goals and risk tolerance.

Tyler Kitner is a financial advisor at Hoxton Planning & Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hoxton Planning & Management, he worked at Jefferson Security Bank and has experience in retail and education. Hoxton Planning & Management, LLC provides financial planning, consulting, investment, and wealth management services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm employs a strategic asset allocation approach informed by Modern Portfolio Theory and combines active management with diversified portfolios tailored to client risk tolerance, time horizon, and tax considerations.

Rhiannon Turner is a financial advisor at Hoxton Planning & Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Martinsburg Institute, Taco Bell, and Shepherd University. Hoxton Planning & Management, LLC provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and state and municipal government entities. The firm employs a strategic asset allocation approach informed by Modern Portfolio Theory and tailors portfolios to client risk tolerance, time horizon, and tax considerations.

Cort Meinelschmidt is a financial advisor with Capital Investment Advisory Services, LLC and holds the Series 63 and Series 66 designations. He has 22 years of industry experience, including previous roles with Capital Investment Group, Inc., Sentinel Capital Solutions, LPL Financial, and Edward Jones. Outside of finance, he is the president of Meinelschmidt Distillery, a business he has managed since 2021. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm customizes portfolios based on client objectives, time horizons, and risk tolerance, managing the vast majority of assets on a discretionary basis.

Alexandra Stickelman is a financial advisor at Root Financial Partners with 11 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Turning Point Financial and Cambridge Investment Research Advisors. In addition to her advisory duties, she consults for RegTech companies on compliance-related development. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm’s investment approach emphasizes broadly diversified, passive allocations using index funds and ETFs, tailored to clients’ goals, risk tolerance, and tax considerations.

Justin Cunningham is a financial advisor at OneAscent Financial Services LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for five years and the Federal Energy Regulatory Commission for eleven years. Cunningham is also involved in insurance sales, conducting insurance product transactions for clients. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through various advisory teams. The firm offers asset management, financial planning, Unified Managed Account solutions, and consulting, utilizing individualized asset-allocation guidelines and various model-based platforms.

Becky Lynch is a financial advisor with Calton & Associates, Inc. in Hagerstown, MD, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at several firms including CL Wealth Management LLC and Cabot Lodge Securities LLC. Outside of her advisory work, she owns and operates a farm raising sheep and dogs and serves as a livestock show judge. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, fee-based financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary management with multiple program structures and combines brokerage, insurance products, and third-party money manager access.

Shane Marrone is a financial advisor with United Brokerage Services, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he worked at United Bank for eight years. Marrone serves as a board member for Good Shepherd Interfaith Volunteer Caregivers in Shepherdstown, WV. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Asset Management Corporation, a subsidiary of United Bank.

John Pullaro is a financial advisor with OneSeven, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Merrill, BB&T Investments, Truist Investment Services, and International Assets Advisory. Outside of advising, he owns Lums Lane Farm, a farming business in Boonsboro, MD. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios, discretionary and non-discretionary arrangements, and access to alternative investments and third-party platforms.

Steven Switlick is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. He has been with Lombard Advisers since 2000 and Lombard Securities since 1999. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs and uses a combination of fundamental, technical, charting, and cyclical analysis to construct and monitor portfolios.