Feldy Suwito is an investment advisor at Bnb Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bellamah, Neuhauser & Barrett, Inc. since 1998. Outside of advising, he operates a photography business offering family portraits and event photography. Bnb Wealth Management is a privately owned, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and retirement plan sponsors. The firm provides portfolio management, financial planning, and pension consulting, using diversified portfolios and individualized investment policies, and is noted for its multi-office presence and role as a wrap fee program sponsor and manager.

Robert Carpenter is a financial advisor at Baltimore-Washington Financial Advisors with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Ameriprise, Wells Fargo Clearing, and Ryan Beck & Co. before joining his current firm in 2012. Baltimore-Washington Financial Advisors provides fee-only wealth management services to individuals, families, trusts, estates, foundations, and non-profit organizations. The firm operates a team-based, holistic model combining financial planning, portfolio management, integrated tax services, and business advisory to align investment strategies with clients’ goals and tax situations.

Kimberly Owen is a CFP® and holds a Series 66 credential with 17 years of experience in financial advisory roles. She is currently with Prostatis Financial Advisors Group and has previously worked at The Vanguard Group and SunTrust Advisory Services. In addition to her advisory work, she owns a rental property in Fort Myers, Florida. Prostatis Financial Advisors Group serves individual clients, including high-net-worth individuals, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, tactical asset-allocation strategy with sector rotation and integrates independent third-party managers, including those utilizing AI and machine-learning models, into client portfolios.

Mamie Liu is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Advocate Investing Services since 2016. She has also been affiliated with LPL Financial since 2010. Advocate Investing Services is a team-based registered investment adviser managing approximately $154 million for individuals, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and risk tolerance, utilizing both fundamental and technical analysis, and employs a range of trading strategies including the use of derivatives within separately managed accounts.

Nicholas Innerbichler is a financial advisor at Elite Income Advisors, Inc. with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Horter Investment Management and Cambridge Investment Research. In addition to his role at Elite Income Advisors, he is involved with Retirement Planning Services, where he provides client service and investment advice relating to advisory accounts and insurance. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, and estates by offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm utilizes model portfolios from sub-advisers and third-party providers while providing ongoing portfolio oversight and client education.

Michael Scherer is a financial advisor with EquityCompass Investment Management, LLC, holding a Series 65 credential and 18 years of industry experience. He has worked at Choice Financial Partners since 2008 and previously spent three years at Stifel. EquityCompass provides model portfolios, discretionary management, and investment commentary primarily to financial intermediaries, sponsor firms, and institutional clients, while also serving individual and trust accounts. The firm combines fundamental analysis with quantitative, rules-based models to create focused, generally equal-weighted strategies across multiple asset classes.

Lawrence Judge is a financial advisor at Lafayette Investments, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lafayette Investments since 2010. 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 focuses on fundamental and qualitative security analysis with a long-term, low-turnover investment approach, managing portfolios across equities, municipal and corporate fixed income, mutual funds, and ETFs.

Jonathon De Feo is a CFP® with nine years of experience in financial services. He currently works at Elite Income Advisors, Inc. and previously held roles at LPL Financial LLC, Compton Financial Group, Bank of America, and Merrill Lynch. Outside of his advisory work, he is involved in insurance sales through Retirement Planning Services, Inc. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, and estates by providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm utilizes model portfolios from third-party providers and offers client education and workshops for retirement plan participants.

Brian Mc Kinney is a CFP® professional with nine years of industry experience, currently serving at Williams Asset Management in Columbia, MD. He has been with the firm since 2016. Outside of his advisory role, he owns BSM Partners Inc., a private entity related to securities, advisory, and insurance business. Williams Asset Management provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental, quantitative, and technical analysis to construct portfolios tailored to client risk tolerances and time horizons.

Stephen Koda is a financial advisor at Advocate Investing Services with five years of industry experience. He holds a Series 65 designation and has worked at firms including Univers Tech and Northrop Grumman. Outside of advising, he is the owner and president of Rocket Sports, LLC, a custom apparel printing business. Advocate Investing Services is a four-advisor firm offering portfolio management, financial planning, pension consulting, and advisory services to individuals, charitable organizations, and business entities. The firm employs a variety of investment approaches, including the use of derivatives and market-linked instruments within separately managed accounts.

Glenn Drake is a CFP® professional with 38 years of industry experience, currently serving at Apollon Financial, LLC. He has previously worked at LPL Financial for six years and Wells Fargo Advisors Financial Network LLC for ten years. Outside of his advisory work, he co-manages a company 401(k) plan and holds ownership interests in several related business entities. Apollon Financial is an SEC-registered advisory firm serving individuals, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team-based approach that combines centrally managed model strategies with locally managed portfolios and access to private and alternative investments.

Tyler Kluge is a CFP® professional with eight years of industry experience, currently serving as an advisor at Baltimore-Washington Financial Advisors. He has been with the firm since 2016, working in various roles within the organization. Baltimore-Washington Financial Advisors is a fee-only wealth management firm that serves individuals, families, trusts, estates, foundations, and non-profit organizations. The firm employs a team-based, holistic approach combining financial planning, portfolio management, tax services, and business advisory to align investment strategies with clients’ goals and tax situations.

Brian Canet is a financial advisor at Prostatis Financial Advisors Group in Hanover, MD, holding a Series 65 designation with seven years of industry experience. He has been with Prostatis Group LLC since 2018 and previously worked at Howard County Community College from 2013 to 2017. Prostatis Financial Advisors Group serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $509 million in assets through a multi-team approach, offering discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services with a focus on tactical asset allocation and sector rotation.

Beverly Fischetti is a CFP® with 44 years of experience in the financial industry. She has worked at Delta Financial Advisors, Inc. since 1992 and has also been associated with Regulus, LLC since 2015 and the Beacon Global Advisor Network from 2017 to 2021. In addition to financial advising, she owns a tax preparation business focused on individual tax matters. Delta Financial Advisors, Inc. serves individual and high-net-worth clients with wealth management and financial planning, offering discretionary and non-discretionary portfolio management alongside ongoing consulting. The firm uses customized asset allocations and a range of analytical methods, providing services that include accounting and tax preparation through a licensed CPA on staff.

Thad Ismart is a Certified Financial Planner® with 18 years of industry experience, currently serving as an advisor at Baltimore-Washington Financial Advisors since 2013. He holds Series 63 and Series 66 licenses. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs a model portfolio investment approach overseen by a weekly committee and integrates financial planning with tax and investment services to support a diverse client base through scalable, standardized processes.

Claire Dwyer is a CFP® professional with seven years of experience, currently serving as an advisor at Schaeffer Financial LLC since 2015. She is part of a five-advisor team based in Rockville, MD. Schaeffer Financial serves individuals and families, including federal government employees and foreign nationals holding G‑IV visas, as well as trusts, foundations, and small businesses. The firm offers financial planning and discretionary portfolio management with a focus on diversified asset allocation and coordinates with outside professionals to address specialized client needs.

Prashant Sabapathi is a financial advisor with Elite Income Advisors, Inc. in Ellicott City, MD, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Elite Income Advisors since 2017 and previously held roles at Investment Advisors Corp and Broker Dealer Financial Services Corp. Sabapathi is also involved in insurance sales and service through Retirement Planning Services, Inc. Elite Income Advisors serves individual clients—including high-net-worth households—retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers broad financial planning, discretionary portfolio management using model portfolios and sub-advisers, and emphasizes participant education and communications for retirement plans.

Konner Munn is a financial advisor at Elite Income Advisors, Inc. in Ellicott City, MD, holding Series 63 and Series 65 designations with two years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Brokerage Services, LLC. He has also been involved with The Black Dog Tavern Company, LLC and Kountry Kitchen. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, and other entities by providing comprehensive financial planning, discretionary portfolio management, retirement-plan consulting, and recommendations for third-party managers and model portfolios. The firm uses model portfolios from sub-advisers and other providers, conducts annual reviews, and offers participant education and employee communications for retirement plan clients.

William Fitzgerald V is a financial advisor at Bnb Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Bnb Wealth Management, he worked at Raidal Power and New Columbia Solar. He also has experience with Johnson Control PLC and studied at Miami University. Bnb Wealth Management is a privately owned, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and retirement plan sponsors. The firm manages diversified portfolios primarily using mutual funds and offers financial planning, pension consulting, and participant education services through a multi-office team of advisors.

Lawrence Kiely is a financial advisor with Prostatis Financial Advisors Group, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Purshe Kaplan Sterling Investments, Inc and The Capital Group Investment Advisory Services, LLC. Outside of his advisory role, he owns Kings Gentlemen LLC, a business providing fashion advice for made-to-measure suits. Prostatis Financial Advisors Group offers investment management and financial planning services to individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, tactical asset-allocation strategy with sector rotation and uses third-party managers, including those utilizing AI and machine-learning models.