Jeff Judge, CFP®, ChFC®, CLU®, AEP®, is Managing Partner of Chesapeake Financial Planners in Forest Hill, Maryland. He helps families, executives, and business owners navigate retirement, business exit, equity compensation, tax, and estate planning through the firm's proprietary R.U.D.D.E.R. Method™ — a structured six-step process for aligning wealth with life goals. A 2005 graduate of Goucher College, Jeff began his career in regional and national banks before joining MetLife in 2011 and founding his first firm a year later. He co-founded Chesapeake Financial Planners with Mark Rossbach, CPA, in 2017. Jeff is a Kiplinger contributor, a Five Star Wealth Manager (2017–2026), and an NAEPC-affiliated estate planner. He leads financial-literacy workshops for Fortune 500 and mid-sized employers across the Mid-Atlantic. Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services through Great Valley Advisor Group, a separate RIA. Jeff lives in Forest Hill with his family.

My path to founding Groff Wealth Management began during the most difficult chapter of my life. Watching my father battle brain cancer was a profound lesson in how quickly circumstances can change. In the wake of his passing, I saw the need for the families I serve to live life now instead of one day. Over and over I see families with the means but lacking the permission to spend and enjoy their lives. Most firms are built to scale, often at the expense of the client experience. I chose a different path. I intentionally serve a limited number of families. By staying small, I can provide a concierge-level service that larger firms have a hard time matching. For the widow/ widower: I carry the mental load. Whether it’s navigating complex employer benefits, handling the paperwork of loss, or ensuring your legacy is secure, I am in the trenches with you so you have the space to heal. For the Retiree: You’ve worked hard to build your resources. I ensure those resources are aligned with your values, allowing you to stop worrying about the "what-ifs" and start living your life to the fullest. A Personal Commitment: When you call, I answer. Whether I’m in the office or coaching my kids’ sports teams, my clients have a direct line to me. You aren't a line item on a balance sheet, you are a family I have committed to protect. My mission is to provide the clarity you need to move forward with confidence. If you’re looking for a partner to help carry the weight of your financial life so you can focus on what truly matters, I’d be honored to talk.

Philip Weiss is the principal of Apprise Wealth Management LLC in Phoenix, MD, with 13 years of industry experience. He holds the CFA® designation and has worked at firms including Foundation Wealth & Tax Advisors, Bestgate Wealth Advisors, and American Century Investment Services. In addition to his advisory role, he is a co-presiding partner of Hay Weiss CPA, LLC, an accounting and payroll services firm he helped found in 2002, and he occasionally reviews industry guides for the CFA Institute. Apprise Wealth Management provides discretionary wealth management and financial planning to individual and high-net-worth clients, trusts, estates, charitable organizations, corporations, and other advisers. The firm uses a bottom-up, fundamentally driven investment process with a value-oriented approach, managing portfolios that include equities, mutual funds, ETFs, fixed income, and options, and also serves as a sub-advisor to other registered investment advisers.

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.

Timothy Curran is a CFP® professional affiliated with Curran & Company Wealth Advisory in Bel Air, MD. He has been with Curran & Company, LLC since 2015 and with Curran Wealth Advisory, LLC since 2026. Curran & Company Wealth Advisory provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, and businesses, integrating tax and accounting services through an affiliated firm. The firm’s investment approach focuses on long-term, fundamental analysis and diversified portfolios using low-cost mutual funds and ETFs, with oversight of third-party independent managers.

George Noon is a CFA charterholder and principal of Noon Investment Management LLC with three years of experience as an independent advisor and over 30 years of prior experience at LaSalle Investment Management. Based in Phoenix, MD, he leads his firm which offers discretionary wealth management and financial planning services. Noon Investment Management LLC serves individuals, high net worth clients, trusts, estates, businesses, participant-directed retirement plans, and other registered investment advisers. The firm uses a fundamental analysis-driven investment approach supplemented by technical analysis and combines consulting services to RIAs with institutional plan offerings.

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 a financial advisor at G.S. Woods Wealth Management with 16 years of industry experience. He holds the ChFC® designation as well as Series 65 and Series 63 licenses. In addition to his advisory role, he serves as CEO of Multi Arbitrage Capital Solutions, where he consults business owners on risk management and develops related software. G.S. Woods Wealth Management serves individuals, families, small businesses, professionals, charitable organizations, and employee benefit plans by providing financial planning, insurance advice, business consulting, and pension consulting. The firm emphasizes goals-based planning and long-term strategic asset allocation, referring clients to third-party asset managers while offering an AI-based budgeting tool and specialized outreach programs for veterans and first responders.

Christopher Yeagle is a financial advisor with Honeygo Financial in Forest Hill, MD, holding a Series 66 designation and nine years of industry experience. He has worked at Honeygo Financial Services since 2020 and previously held roles at Life Plan Financial, Merrill Lynch, Pierce, Fenner & Smith, and TJ Distributors, Inc. Honeygo Financial provides investment management and comprehensive financial planning to individual clients, including both mass-affluent and high-net-worth households. The firm employs a Modern Portfolio Theory-based investment approach focused on passive strategies using index mutual funds and exchange-traded funds, complemented by ongoing portfolio management, tax and estate planning, and behavioral coaching.

Jason Ditto is a CFP® with 27 years of industry experience. He is currently with Ditto & Powers, LLC and previously worked at TriBridge Partners Financial LLC and MASSMUTUAL. At TriBridge Partners, he served as Director of Investments and Financial Planning, developing investment strategies and financial plans. Ditto & Powers, LLC provides financial planning and investment management to individuals, trusts, and high-net-worth clients, as well as corporate-sponsored financial planning and access to third-party manager programs. The firm offers discretionary investment management guided by client-specific asset allocation and conducts due diligence on third-party managers.

Patrick Dyer is a financial advisor with Capital Portfolio Management, Inc. in Timonium, MD, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Capital Portfolio Management since 1991. In addition to his advisory role, Dyer is an independent insurance agent. Capital Portfolio Management, Inc. provides investment advisory and portfolio management services to individual clients, pension plans, and profit-sharing plans. The firm offers tailored asset allocations and both discretionary and non-discretionary management, with portfolios including mutual funds, ETFs, equities, bonds, and preferred securities.

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 the principal of Snyder Asset Management, LLC, an independent registered investment adviser based in Hunt Valley, MD. He holds the CFA® designation and Series 66 license, with 20 years of industry experience. Prior to founding his firm in 2017, he worked at LPL Financial for one year. Snyder Asset Management provides customized wealth management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm offers discretionary portfolio management focused on long-term strategies, combining fundamental and technical analysis to build diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments.

Kathleen Houseman is the principal of Houseman Financial LLC, an independent advisory firm based in New Freedom, PA. She holds a Series 65 credential and has one year of industry experience. In addition to her advisory role, she works as a financial consultant and tax professional at William T Houseman CPA, providing accounting, tax, and financial advisory services. Houseman Financial serves a select group of individual and institutional clients, including trusts, estates, charitable organizations, and retirement plans. The firm employs a value-oriented, fundamentally driven investment approach and offers discretionary portfolio management, 401(k) supervisory services through a third-party money manager, and financial planning and consulting. It also provides educational seminars on investing fundamentals to the public.

William Kauffman is a CFA® charterholder based in Lutherville, MD, with seven years of industry experience. He has worked at Asset Strategy Consultants, LLC, and has been with Paramount Investments, LLC for over a decade. In addition to his advisory role, he holds a senior research analyst position at a nonprofit industry center. Paramount Investments is a Maryland-registered, single-advisor firm offering discretionary portfolio management, financial planning, and 401(k) consulting to individuals, high-net-worth clients, legacy trusts, small businesses, and charitable organizations. The firm focuses on customized, long-term portfolios using fundamental analysis and low-cost mutual funds and ETFs, with technical analysis primarily for trade timing, and offers performance-based fee arrangements for qualifying clients.

Thomas Bonvissuto is a CFP®, CFA®, and ChFC® credentialed advisor with 30 years of industry experience. He founded Intero Financial Planning, LLC in 2019 after previous roles including 18 years at Wilmington Trust Investment Advisors and six years at The Financial Consulate. Additionally, he serves as a trustee for Sheppard Pratt Investment Inc., reviewing investments on a monthly basis. Intero Financial Planning is an independent firm serving individual investors, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes financial planning as the basis for client work and manages portfolios using a range of model allocations, focusing on ETFs and mutual funds with a long-term, U.S.-biased investment approach.

If you are analytical, love details, and have higher standards and expectations for your financial advisor, we should talk. Our service model is high touch, very personalized, and as detailed oriented as you can get. We specialize heavily in retirement income planning and customization. We also pride ourselves in our very in depth, proactive tax planning. We are veteran-owned, real fiduciaries, and would love the opportunity to show you what we can do.

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 Jr. is a CFP® professional with 22 years of industry experience. He has operated JBA Financial Advisors in Timonium, MD since 2007. Berzellini is also involved in insurance and annuity sales and owns a tax preparation business. JBA Financial Advisors serves individuals, high-net-worth clients, charitable and non-profit organizations, and business entities, providing investment management, financial planning, and advisory referrals. The firm employs a passive investment approach based on Modern Portfolio Theory, using diversified portfolios with a focus on index funds and ETFs for discretionary accounts, while non-discretionary accounts may include individual securities and bonds.