Jeremy joined Flower City Capital in February of 2026, bringing extensive experience advising individuals and families on their wealth management goals. As a Senior Wealth Advisor, he delivers a highly personalized approach to financial planning, building trusted, long-term relationships while thoughtfully addressing complex financial needs. Prior to joining Flower City Capital, Jeremy was a Financial Advisor at Turning Point Financial. He holds the Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA) designations. Jeremy graduated from Hood College in Frederick, Maryland with a Bachelor of Arts in Business Administration with a concentration in Finance. He lives in Hagerstown, Maryland, with his wife Emily and their daughter, Abigail. In his free time, he enjoys playing basketball, spending time outdoors, and watching sports.

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.

My name is Matthew, your advisor at Cadence Planning. I entered the professional world as a teacher. For over six years, I spent time with students, developed after-school robotics programs, and relished the opportunity to educate and empower the people around me. That is why, I believe it is important for clients to understand, I entered the financial world as a teacher as well. The passion for teaching never left me. I had witnessed, first hand, the impact education has on someone's self-confidence, security, and semblance of joy. And I carry this approach with me into my advising. In 2006 I decided to leave teaching altogether to work full-time as a tax accountant. I took and passed each section of the EA exam between 2009 and 2010, receiving my EA designation in March 2011. I've been given the opportunity to present to my peers at conferences and in 2012 was honored to be a recipient of the “Outstanding Young Professionals Award” from the Maryland Society of Accountants. In 2021, I completed the Financial Planning Program at the Boston Institute of Finance at Bryant University and subsequently passed the CFP exam and earned my CFP Marks. It's been a hard but rewarding journey and has left me feeling empowered to help clients. That is why I love what I do.

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.

Catharine Fairley is a CFP® and Series 66 holder with 13 years of experience in financial planning. She is the principal of Catharine Fairley Planning Group LLC, an independent firm based in Frederick, MD. Fairley also owns and operates Catharine Fairley, CPA LLC, a CPA firm she has practiced with since 2013. Her firm provides fee-only, hourly financial planning and investment advice to individuals, business owners, and trustees, with a focus on a passive, buy-and-hold investment approach using no-load mutual funds and ETFs. The practice integrates financial planning with affiliated tax and accounting services, emphasizing consultative, project-based engagements rather than ongoing portfolio 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.

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.

Timothy Stolz is a Certified Financial Planner® with seven years of experience, currently serving as an advisor at Bestgate Wealth Advisors, LLC. He has a background that includes roles at SurePath Wealth Management, Court Place Advisors, and McLean, Koehler, Sparks & Hammond. Stolz is also a Certified Public Accountant and partner at Bestgate Tax & Accounting Advisors, LLC, a CPA firm focused on tax and accounting for small businesses and individuals. Bestgate Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, businesses, and retirement plans. The firm employs an investment approach that combines fundamental analysis, modern portfolio theory, and quantitative analysis, with a focus on long-term trading and diversified allocations.

Gregory Will is a CFP® professional with six years of experience in financial advising. He has worked at Bestgate Wealth Advisors, LLC since 2019 and previously at Park Avenue Securities, LLC and Hertzbach & Company, PA. In addition to his advisory role, he is a principal at Bestgate Tax & Accounting Advisors, LLC, where he has been involved since 2018. Bestgate Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, businesses, and retirement plans. The firm manages approximately $129 million for over 100 clients, utilizing a combination of fundamental analysis, modern portfolio theory, and quantitative methods to implement long-term, diversified investment 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 with 10 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network. Moore is a co-owner and Director of Investment Strategy at Moore Wealth. Moore Wealth serves individual and high-net-worth clients, pension plans, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and discretionary asset management through firm-managed accounts and Commonwealth-sponsored programs.

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.

Brian Williamson is a financial advisor with Veridian Capital Partners, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Veridian since 2021 and previously with Lighthouse Wealth Management and Ameriprise Financial Services. Outside of his advisory role, Williamson is the principal of Estate Legal Services, LLC, which provides legal estate planning, probate, and business succession services, and he serves as a board member and treasurer for the District of Columbia Arts Center. Veridian Capital Partners provides investment advisory and financial planning services to individuals, trusts, estates, business clients, and employer retirement plans. The firm offers discretionary management and employs a variety of asset allocation strategies supported by quantitative and qualitative analysis, utilizing a broad range of investment instruments including derivatives within separately managed accounts.

Kurt Lalomia is a CFP® professional with 34 years of industry experience, currently serving at Turning Point Financial since 2019. His prior roles include positions at Cambridge Investment Research, Janney Montgomery Scott, and STIFEL. Lalomia is also an independent insurance agent in Frederick, MD. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and certain retirement plan clients, offering financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting services with fiduciary planning, typically utilizing third-party sub-advisers and custodial platforms for portfolio management.

William Heil is a CFP® professional with 16 years of industry experience, currently serving at Turning Point Financial. His prior roles include positions at Klauenberg Retirement Solutions and UBS Financial Services. He is treasurer of Rosebud Gun Club, Inc., a nonprofit social club. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and retirement plan clients by providing financial planning, discretionary investment management, and model-based asset management, complemented by in-house tax, accounting, business valuation, and insurance services. The firm uses a team-based fiduciary planning process and typically implements discretionary management through third-party sub-advisers and custodial platforms.

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.