Austin Root is a financial advisor at Meristead Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Stansberry Asset Management as Chief Investment Officer since 2021, along with prior experience at Re-Occur Capital Management, Stansberry & Associates Investment Research, and D.F. Dent & Company. Meristead Wealth, LLC offers discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented investment approach combining macro analysis and fundamental research, managing separately managed accounts and private credit funds focused on specialized credit and real-estate strategies.

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.

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.

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.

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.

Christopher Pesota is a CFP® with 10 years of industry experience. He has worked at Cornerstone Advisory since 2024 and previously spent eight years at T Rowe Price. Cornerstone Advisory offers discretionary portfolio management, financial planning, pension consulting, and sub-advisory services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a planning-first approach combining traditional and alternative investments, including management of proprietary private pooled vehicles.

Marina Sidelnikova is a financial advisor at Mercer Global Advisors Inc. with 19 years of industry experience. She holds a Series 65 designation and has previously worked at Triad Advisors and Glass Jacobson Investment Advisors, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial planning, retirement consulting, and tax and estate-planning support.

Aleksandra Kovalerchik is a financial advisor at Indivisible Partners with 20 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets Corp for 18 years and Citigroup Global Markets for one year. Kovalerchik serves on the board of a local charity affiliated with the Ronald McDonald House Charities of Maryland. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm uses a strategic asset allocation framework overseen by an investment committee and offers active, passive, and blended investment approaches tailored to client risk profiles.

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.

Gregory Vermeulen is a financial advisor at SFG Wealth Management with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SFG Wealth Management since 2016, with prior experience at LPL Financial and Guardian Life. SFG Wealth Management serves individual and high-net-worth clients, trusts, retirement plans, and business entities, managing approximately $760 million in client assets through a team of nine advisors. The firm emphasizes asset allocation and diversified fixed-income strategies, employing both long-term and active trading techniques, and offers a broad range of financial planning and consulting services.

Thomas Biddison is a financial advisor at Cornerstone Advisory with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cornerstone Advisory since 2006, with prior experience at Alternative Markets Fund LLC and Axa Advisors, LLC. Outside of his advisory role, he serves as vice chair of the board at UMD St. Joseph Medical Center. 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 with discretionary portfolio management, incorporating a broad investable universe that includes traditional and alternative assets and manages the Outcome Driven Fund, L.P., a private pooled vehicle focused on structured notes and lower-correlation strategies.

Leo Lavezza is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Financial Consulate. His prior experience includes roles at First Financial Federal Credit Union and Towson University, as well as involvement with a family business. Financial Consulate provides comprehensive financial planning and investment management services to individuals, corporate retirement plans, and institutional clients. The firm integrates tax and accounting services with a Risk Opportunity Investing approach that combines active tactical asset allocation and fundamental, macroeconomic, and technical analysis.

Robert Gill Jr. is a financial advisor at Cornerstone Advisory with 13 years of industry experience. He holds a Series 65 designation and has been with Cornerstone Advisory since 2013. Cornerstone Advisory provides discretionary portfolio management, financial planning, pension consulting, and sub-advisory services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a planning-first approach and integrates traditional and alternative investment strategies, managing approximately $2.25 billion in discretionary assets.

George Toulson is a CFP® and CFA® with 30 years of industry experience. He is currently with Mercer Global Advisors and previously worked at Glass Jacobson Investment Advisors, Wick Capital Partners, ClearBridge Investments, Legg Mason, and Vanguard Advisers. Outside of financial advising, he is a managing member of a social media gaming software company, DB Game LLC. Glass Jacobson Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, trusts, estates, and charitable organizations. The firm employs a holistic, household-level investment approach overseen by an investment committee and utilizes a range of mutual funds, ETFs, fixed-income vehicles, and alternative investments.

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.

David Zinreich is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Black Diamond Financial, LLC since 2013 and also operates Zinreich Equities. Black Diamond Financial, LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm focuses on asset allocation and low-cost, tax-efficient, index-based strategies, supplementing public market exposure with institutional-quality private investments when appropriate.

Dovid Price is a CFP® and Series 66 licensed advisor with six years of industry experience. He currently works at Glass Jacobson Wealth Advisors and previously held roles at Mercer Global Advisors, DP Financial, and LPL Financial, among others. Outside of his advisory work, he provides financial consulting and management services to a speech therapy company. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a holistic, household-level investment approach overseen by an investment committee and utilizes a range of investment vehicles including mutual funds, ETFs, and alternative fixed-income products.

Robert Tobin is a financial advisor at Black Diamond Financial, LLC with one year of industry experience. He previously worked at Persimmon Capital Partners for 11 years. Outside of his advisory role, Mr. Tobin serves on the boards of the Kevin E. Reichardt Foundation, a nonprofit providing scholarships to student-athletes, and two software companies, Saleswarp, Inc. and Redpoint Global, Inc. Black Diamond Financial advises individuals, pension plans, trusts, and other entities, offering portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and low-cost, tax-efficient, index-based strategies, supplemented when appropriate by institutional-quality private investments.