William Friedrich is a CFP® professional with 13 years of industry experience. He is currently with Accelerate Retirement and has previously worked at NFP Retirement, Inc. and BlackRock. In addition to his advisory role, he is a licensed insurance agent and recommends certain insurance products on a commission basis. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term allocation approach, customizing portfolios with a range of investment vehicles while adjusting for client objectives and market conditions.

Mark Hughes is a financial advisor at Lafayette Investments, Inc. with 32 years of industry experience. He holds a Series 65 designation and has been with Lafayette Investments since 2005. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm emphasizes fundamental and qualitative security analysis, mutual fund and ETF due diligence, and a long-term, low-turnover investment approach.

Joseph Caputo is a CFP® certificant with 18 years of industry experience. He has been with Baltimore-Washington Financial Advisors since 2012. The firm serves individuals, families, trusts, estates, foundations, and nonprofit organizations with fee-only wealth management, offering financial planning, portfolio management, integrated tax services, and business services. Baltimore-Washington Financial Advisors operates a team-based, holistic model that integrates investment strategies with clients’ goals and tax situations, supported by an Investment Committee and specialized services such as retirement planning using Monte Carlo analysis.

Dana Sippel is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Financial Specialist™ (PFS™) with 23 years of industry experience. She has been with Glassman Wealth Services, LLC since 2017 and previously worked at West Financial Services, Inc for eight years. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored portfolio approach using various investment vehicles and incorporates private investment fund valuations and planning tools to integrate non-managed assets into client advice.

Tyler Cunningham is a CFP® professional with nine years of industry experience, currently serving as an advisor at Baltimore-Washington Financial Advisors. Before joining the firm in 2021, he worked at T. Rowe Price from 2016 to 2021. Baltimore-Washington Financial Advisors provides fee-only wealth management services to individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs a team-based, holistic approach that integrates investment management, tax services, and business advisory to align strategies with clients’ goals and tax situations.

Richard Andrews is a financial advisor with Advocate Investing Services, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Advocate Investing Services since 2016 and has been associated with LPL Financial since 2005. Advocate Investing Services is a team-based registered investment adviser managing approximately $154 million for about 211 clients, including individuals, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and risk tolerance, utilizing fundamental and technical analysis, and discloses the use of derivatives such as options and futures within separately managed accounts.

Michael Treanor is a CFP® professional with 10 years of industry experience, currently serving at Aegis Wealth since 2013. He is based in Bethesda, MD, and is part of a six-advisor team at Aegis Wealth Management LLC. Aegis Wealth Management is a team advisory firm managing approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm provides portfolio management, financial planning, third-party adviser selection, and tax return preparation, employing a mix of fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.

Michael Zarrelli is a CFP® professional with five years of experience in financial advisory roles. He currently works at Foundry Financial LLC and previously held positions at Financial Services Advisory, Inc. and PNC Financial Services. Outside of finance, his work history includes roles in the food service industry. Foundry Financial LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and charitable organizations. The firm uses risk-based, diversified portfolios and employs various analytical methods while maintaining adviser-held discretion to manage client portfolios.

Karen Schaeffer is a CFP® professional with 35 years of experience in financial advising. She has been with Schaeffer Financial LLC since 2004 and previously worked at FSA Wealth Partners for 14 years. She serves on the board of directors for the Lincoln Institute of Land Policy, a nonprofit private operating foundation. Schaeffer Financial LLC serves individuals and families, with a particular focus on federal government employees and foreign nationals holding G-IV visas. The firm combines financial planning with portfolio management, employing diversified asset allocation and both fundamental and technical analysis, while emphasizing risk management and offering education through seminars and workshops.

Gregory Manara is a CFP® certificant with 23 years of industry experience. He is affiliated with Arca Wealth, LLC, a team-based firm located in Bethesda, MD. His prior work includes positions at Fidelity Investments, Charles Schwab Investment Advisory, and Merrill. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process with customized asset allocations across multiple risk profiles and utilizes a range of investment vehicles including mutual funds, ETFs, individual equities, fixed income, and alternative strategies.

Ike Elele is a CFP® professional with eight years of industry experience, currently serving at Capitalwize, LLC. His prior roles include positions at Ameriprise, T. Rowe Price, Morgan Stanley Private Bank, and several other financial services firms. Outside of finance, he teaches ballroom dance classes monthly for the University Park Junior Cotillion. Capitalwize is a fee-only financial planning firm serving individuals and business entities, focusing primarily on non‑high‑net‑worth clients. The firm provides a range of advisory engagements and group educational seminars, commonly utilizing third-party managers for portfolio management while maintaining ongoing oversight and client communication.

Jacob Defilippo is a financial advisor with Delta Financial Advisors, Inc. in Kensington, MD, holding a Series 66 credential and over 10 years of industry experience. He has worked at Beacon Global Advisor Network, LLC, Regulus, LLC, and Delta Financial Advisors, Inc. He is also a silent investor in a real estate renovation project with family members. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm integrates advisory services with in-house accounting and tax capabilities, managing approximately $208 million for around 218 client relationships.

Nathan Forristal Garcia is a CFP® with 13 years of industry experience, currently serving as an advisor at Strategic Wealth Partners, Ltd. since 2017. Prior to this, he worked at Westbourne Investments Inc for two years. Outside of financial advising, he owns and manages a digital marketing and advertising business, Mavrik Digital. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion, serving individuals, pension plans, foundations, and corporate accounts. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, employing a diversified investment approach that includes both long- and short-term strategies.

Megan Madden is a CFP® professional affiliated with Delta Financial Advisors, Inc. in Kensington, MD, with eight years of industry experience. She has held roles at firms including UBS Financial Services, The Prudential Insurance Company of America, and LPL Enterprise. Outside of finance, she is a fitness instructor serving as a pro coach for Solidcore. Delta Financial Advisors serves individual and high-net-worth clients with wealth management and financial planning services. The firm provides customized portfolio management using mutual funds and ETFs, incorporating fundamental and technical analysis, and offers additional services including accounting and tax preparation through a licensed CPA.

Joseph Manfredi is a financial advisor with Baltimore-Washington Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has worked at Baltimore-Washington Financial Advisors since 2015, following prior roles at Wells Fargo Clearing and UBS Financial Services. Baltimore-Washington Financial Advisors serves individuals, families, trusts, estates, foundations, and non-profit organizations with fee-only wealth management services, including financial planning, portfolio management, integrated tax services, and business services. The firm uses a team-based, holistic approach to align investment strategies with client goals and tax situations, supported by a weekly Investment Committee and detailed service tiers.

Isaiah Byrd Braxton is a financial advisor at Passive Capital Management, LLC in Baltimore, MD. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at AllianceBernstein and the Cystic Fibrosis Foundation. Passive Capital Management, LLC manages nearly $1 billion in client assets and serves individuals, business entities, pension plans, and charitable organizations. The firm employs a passive, asset-allocation investment approach, primarily using index mutual funds and ETFs, and offers discretionary and non-discretionary portfolio management alongside ERISA 3(21) retirement plan advisory services.

Michael Lightfield is a financial advisor at Horter Investment Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and is the owner of Lightfield Wealth Management, where he provides financial planning and investment advice. Additionally, he manages Columbia Tax Advisory Group, LLC, a tax and accounting firm. Horter Investment Management offers investment advisory and financial planning services primarily to individual and high-net-worth clients, utilizing an Investment Committee-driven multi-manager approach with discretionary and non-discretionary portfolio management options.

Ryan Herbert is a financial advisor with Prostatis Financial Advisors Group in Hanover, MD, holding a Series 66 designation and 17 years of industry experience. He has worked at Peak Brokerage Services LLC and TCM Securities, Inc., and has been with Prostatis Financial Advisors since 2008. Prostatis Financial Advisors Group manages approximately $509 million in client assets through a multi-team of 18 advisors, serving individual, high-net-worth, and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services.

Christina White is a CFP® professional with 17 years of industry experience. She is currently with Kilter Group and has previously worked at firms including Beacon Pointe Advisors and VOYA Financial Advisors. In addition to her advisory role, she is licensed as an insurance agent with Beacon Pointe Insurance Services. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension-plan sponsors. The firm employs a top-down, macro tactical asset-allocation strategy and integrates technology-enabled tools, offering discretionary and non-discretionary portfolio management alongside estate-planning and pension consulting services.

Gavin Walter is a CFP® and holds a Series 65 license with Williams Asset Management, where he has worked for two years in total, including a prior tenure before rejoining the firm. He has one year of experience at Commonwealth Financial Network and four years associated with the University of Maryland College Park in a non-advisory capacity. Williams Asset Management serves individuals, high-net-worth clients, and charitable organizations by providing discretionary investment management, wealth management, and financial planning. The firm utilizes a combination of fundamental, quantitative, Modern Portfolio Theory, and technical analysis along with long-term trading and options strategies to tailor portfolios according to client risk profiles and time horizons.