Michael Lavina is a financial advisor at Cornerstone Advisory with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Advisory since 2015. He also serves as Chief Operating Officer of Outcome Driven Strategies. Cornerstone Advisory serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and a private pooled investment vehicle. The firm employs a planning-first investment process and manages a diverse investable universe that includes traditional and alternative assets, while overseeing third-party managers and acting as advisor and manager to private pooled funds.

Joel Hosner is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with WBH Advisory, Inc. and has prior experience at Lynx Investment Advisory, LLC and RSD Financial. Before entering financial advisory, he worked at Baltimore City Public Schools for six years. WBH Advisory is a multi-advisor wealth management firm that serves individual, trust, retirement-plan, nonprofit, and corporate clients. The firm constructs individualized portfolios using fundamental equity analysis with a longer-term approach and integrates various technology platforms to support portfolio management and reporting.

Shane Cavanaugh is a CFP® with nine years of industry experience, currently serving as an advisor at SC&H Wealth. His prior experience includes roles at Bank of America and Merrill. He is associated with SC&H Group, the parent company of SC&H Financial Advisors, which organizes corporate and community activities for employees. SC&H Wealth is a multi-team registered investment adviser managing approximately $1.23 billion in assets. The firm serves individuals, trusts, estates, retirement plans, small businesses, and charitable organizations with a planning-driven approach that integrates tax and estate considerations into portfolio management.

Beth Rosenwald is a financial advisor at Indivisible Partners with 38 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at City National Bank, RBC Capital Markets, Citigroup Global Markets, and Legg Mason Wood Walker. Rosenwald serves on the boards of Ronald McDonald House Charities of Baltimore and the Baltimore Leadership School for Young Women, and she is a committee member of United Way's Women's United chapter. Indivisible Partners provides investment advisory and financial planning services to individuals, trusts, pension plans, charities, and businesses. The firm employs a team-based approach, using an Investment Committee’s strategic asset allocation framework and a mix of active, passive, and blended strategies to tailor portfolios to client objectives.

Roger Desai is a financial advisor with Lynx Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at several firms, including United Planners Financial Services and The Patriot Financial Group, and serves as adjunct faculty at Howard Community College. Desai is also a vice president of a local condominium association, reflecting involvement in community activities. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, manager research, and portfolio monitoring. The firm builds customized allocations typically implemented through vetted third-party managers and offers both discretionary and non-discretionary portfolio management.

Connor Wilson is a financial advisor at Elite Income Advisors, Inc. in Ellicott City, MD, holding a Series 65 designation with two years of industry experience. Prior to joining Elite Income Advisors, he worked in various roles including at CVS Pharmacy and York College of Pennsylvania. He is also an independent insurance agent based in Ellicott City. Elite Income Advisors serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm provides financial planning, discretionary portfolio management, and pension consulting, utilizing model portfolios and third-party managers while emphasizing participant education and employee communications for retirement plans.

Linda Hickel is a financial advisor at Marathon Capital Management with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Marathon since 2019, following a 25-year tenure at Baltimore Capital Management, Inc. Marathon Capital Management provides discretionary portfolio management and integrated financial planning primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm follows a long-term, buy-and-hold investment approach based on growth at a reasonable price, emphasizing individual security selection and multi-year outlooks.

Richard Tomaschefsky II is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Financial Council, LLC and has previously worked at Commonwealth Financial Network and Financial Council Asset Management Inc. Outside of advisory services, he is involved in fixed insurance sales. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs model asset allocation strategies primarily using mutual funds and conducts regular portfolio reviews.

Jason Simmons is a financial advisor with Red Oak Financial Group in Towson, MD, holding Series 63, Series 65, and Series 66 designations and bringing 22 years of industry experience. His prior work includes roles at LPL Financial, Prudential Financial Planning Services, and APG Federal Credit Union. Simmons provides investment advisory services through Red Oak Financial Group, an independent investment advisor firm. Red Oak Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and qualified retirement plans, managing approximately $1.04 billion in assets across more than 1,000 client relationships. The firm employs proprietary model portfolios using ETFs and mutual funds with a long-term focus while allowing tactical adjustments, integrates fundamental and technical analysis, and offers ERISA 3(21) and 3(38) retirement plan services through an affiliated third-party administrator.

Bobby Thomas is a financial advisor at EquityCompass Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel and Choice Financial Partners since 2007. 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 construct focused, generally equal-weighted strategies across multiple asset classes.

Talbot Albert is a financial advisor at Chapin Davis in Baltimore, MD, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Chapin Davis since 1990. Outside of his advisory role, he is an owner and trainer of thoroughbred racehorses through T.J. Albert Racing LLC and serves as a volunteer on the investment committee for the Sons of the American Revolution. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts. The firm employs a mix of fundamental and technical analysis and manages approximately $539 million in assets for several hundred client relationships through a multi-advisor team.

Rodney Dir is a financial advisor with The Marshall Financial Group LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at TLG Advisors, Southport Capital, M Holdings Securities, Pacific Capital Strategies, and Crestwood Group. He also maintains a part-time involvement with TLG Advisors as an investment adviser representative. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, investment analysis, and planning services. The firm offers fee-based asset management using mutual funds, managed stock and ETF accounts, and held-away asset monitoring, with individualized portfolio design based on client objectives and risk tolerance.

Austin Root is a Series 65 credentialed advisor with three years of industry experience. He currently serves as Chief Investment Officer of Stansberry Asset Management, an SEC-registered investment advisor, and has prior experience at D.F. Dent & Company. Root is based in Towson, MD. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and participating in third-party asset management programs. The firm combines top-down macro analysis with fundamental bottom-up research to pursue a value-oriented allocation across global equities and credit, including strategies such as special situations and distressed investments.

Chase Llewellyn is a financial advisor at Black Diamond Financial, LLC with two years of industry experience. He holds a Series 65 designation. Prior to joining Black Diamond Financial, Llewellyn worked at Georgetown University and Loyola Blakefield. Black Diamond Financial, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm employs a multi-advisor team approach and emphasizes strategic asset allocation with low-cost, index-based core investments alongside tax-aware portfolio construction and selective private investments.

George Boudreau is a financial advisor with Oliver Wealth Management and holds a Series 65 designation. He has been with the firm since 2025 and has prior work experience at Graul's Market Ruxton and Baltimore Country Club. Oliver Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, corporations, trusts, and estates. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, tailoring portfolios to client goals and risk tolerance.

Brian Nelson is a financial advisor at Jemma Financial Services with 32 years of industry experience. He holds Series 66 and Series 63 licenses and has held positions at Foreside Fund Services, LLC, Jemma Investment Advisors LLC, Eulav Securities LLC, and Harborside Sales Group, LLC, which he founded and currently leads. Nelson also serves as president of Cromwell Investment Advisors, LLC, providing advisory services to mutual funds and ETFs. Jemma Financial Services serves individual investors, pension plans, and charities, managing approximately $140 million across five advisors. The firm employs discretionary portfolio management based on five risk-targeted model portfolios and integrates financial planning using MoneyGuidePro, with investment decisions guided by quantitative and qualitative analysis of ETFs and mutual funds.

Mark Degroat is a CFP® and ChFC® affiliated with SC&H Wealth in Hunt Valley, MD, with 20 years of industry experience. He has worked with several firms including Capital One Financial Advisors and Chevy Chase Financial Services before joining SC&H Financial Advisors in 2018. Degroat is also a licensed insurance agent involved in the sale of insurance-related products. SC&H Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs a team-based, planning-driven approach that integrates tax and estate considerations into asset allocation, with portfolios primarily composed of mutual funds and ETFs and reviewed annually.

Nathan Mc Duffee is a financial advisor at Oliver Wealth Management in Towson, MD, holding the CFP®, ChFC®, and Series 66 credentials with five years of industry experience. His prior work includes roles at Arkadios Wealth Advisors, Kalos Management, Akers Financial Group, and Sherwin-Williams Company. Oliver Wealth Management is an SEC-registered advisory firm managing approximately $297.6 million for about 566 clients, including individuals, high-net-worth clients, corporations, trusts, and estates. The firm offers wealth management, financial planning, and Participant Account Management services, constructing customized long-term portfolios using a range of investment vehicles and employing both fundamental and technical analysis.

Lydia Durski is a CFP® professional with seven years of industry experience, currently serving as an advisor at Financial Council, LLC in Towson, MD. Her background includes roles at T Rowe Price and Commonwealth Financial Network. She has also been involved with Harford Gymnastics and Frederick Gymnastics in prior years. Financial Council, LLC provides discretionary investment management and advisory services using model-based asset allocation strategies for individuals, trusts, estates, charitable organizations, and corporations. The firm emphasizes periodic account reviews and implements client relationships primarily through mutual funds, maintaining discretion over portfolio rebalancing and fund management.

Denton Lane is a financial advisor with The Marshall Financial Group LLC in Hunt Valley, MD. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Farther Finance Advisors, Merrill Edge, and Bank of America Merrill Lynch. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm builds individualized portfolios based on client risk tolerance and objectives, typically utilizing mutual funds, ETFs, and managed stock sleeves, and offers services such as asset management, retirement and estate planning, and client education seminars.