William Swartz is a CFP® certificant with 30 years of experience in financial advising. He has been with SFG Wealth Management since 2017 and previously worked at Transamerica Capital Inc for seven years. Swartz is involved in teaching financial principles through a program affiliated with Dave Ramsey. SFG Wealth Management serves a diverse client base including individual, high-net-worth, and institutional clients. The firm employs a fiduciary, client-focused approach combining individualized asset allocation with multiple analytical methods and offers a range of investment options alongside specialized planning services such as corporate structure and tax planning.

Evan Davies is a CFP® professional with one year of experience in financial advising. He is currently affiliated with Praetorian Guard, a division of Praetorian Wealth Management, Inc. In addition to his advisory role, Davies has served in the U.S. Army at the Department of Defense since 2014. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages approximately $598.7 million across a diverse client base and utilizes fundamental and cyclical analysis to guide investment decisions tailored to each client's objectives.

Natalie Sherman is a Series 65-licensed advisor at &Wealth Partners in Baltimore, MD, with six years at the firm and a total of 15 years in the financial services industry. She previously worked at Gallagher Evelius & Jones LLP for ten years. Sherman serves on the boards of trustees for the Baltimore School for the Arts Foundation, the Baltimore School for the Arts (where she was chair from 2017 to 2019), and the Chesapeake Bay Outward Bound School. &Wealth Partners provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages client portfolios primarily through independent investment managers and exchange-traded funds, employing both long- and short-term fundamental analysis strategies.

Jeffrey Malcom is a CFA® charterholder with 13 years of industry experience. He has been with Buttonwood Financial Advisors, Inc. since 2012. Outside of his advisory role, he holds passive stakes in businesses related to online marketing and retail consultancy. Buttonwood Financial Advisors manages approximately $393 million in client assets, providing portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a disciplined investment process guided by written policy statements, combining fundamental analysis with strategic asset allocation and continuous account monitoring.

Jeffrey Goldman is a financial advisor at Chapin Davis with 31 years of industry experience. He has been with Chapin Davis since 1997. Outside of his advisory role, he occasionally drives for Lyft. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts. The firm manages approximately $539 million in assets and employs a variety of portfolio management strategies through a multi-advisor team.

Matthew Goette is a CFP® and CFA® with 18 years of industry experience. He is currently a financial advisor at Black Diamond Financial, LLC, where he has worked since 2007. In addition to his advisory role, he owns Callan Accounting CPAs & Advisors, LLC, providing accounting services and assisting clients with general financial and estate planning outside of investment-related matters. Black Diamond Financial, LLC serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined investment process focused on asset allocation and low-cost, tax-efficient, index-based strategies, while also managing private pooled funds and offering tailored financial planning and ERISA plan services.

Alexandra Stewart is a CFP® with nine years of industry experience, currently serving at Buttonwood Financial Advisors, Inc. in Baltimore, MD. She has been with the firm since 2015. Buttonwood Financial Advisors offers portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $393 million in client assets and employs a disciplined investment approach guided by written policy statements and fundamental analysis.

Charles Kenny is a financial advisor with WBH Advisory, Inc. in Baltimore, MD, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Consero and teaching positions at the University of Maryland and Boys' Latin School of Maryland. WBH Advisory provides discretionary investment management and financial planning to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm tailors portfolios to client objectives and risk tolerance, combining equities, fixed income, mutual funds, and ETFs, with an emphasis on long-term equity holdings supported by fundamental analysis and cyclical allocation or bond laddering when appropriate.

Mary Braun is a financial advisor at Chapin Davis with 44 years of industry experience. She has been with Chapin Davis since 2008 and holds Series 63 and Series 65 licenses. In addition to her advisory role, she is involved in Chapin Davis Insurance, where she researches life, long-term care, and annuity products to meet clients' fixed product needs. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts. The firm manages approximately $539 million in assets and employs a range of investment strategies through a multi-advisor team.

Christopher Compton is a financial advisor with Red Oak Financial Group in Towson, MD, holding CFP® and ChFC® credentials and 29 years of industry experience. He has worked at Red Oak Financial Group since 2013 and has been associated with LPL Financial and R.L. Compton & Associates, Inc. throughout his career. Compton is also a Notary Public. Red Oak Financial Group provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and qualified retirement plans. The firm manages approximately $1.04 billion in assets and offers proprietary model portfolios primarily comprised of ETFs and mutual funds, with services tailored to clients' goals and risk tolerance.

Vanessa Pruett Urie is a financial advisor at Prostatis Financial Advisors Group with 20 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has previously worked at CETERA Advisors LLC and currently owns Gladway Homes, a real estate sales business unrelated to investment activities. Prostatis Financial Advisors Group provides investment management and financial planning services to individuals, high-net-worth clients, and various institutions, employing a top-down, tactical asset-allocation approach that includes the use of third-party managers and machine-learning models.

Daniel Strine is a financial advisor at Passive Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at T. Rowe Price, PNC Investments, and PNC Bank NA. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, retirement plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment approach using index mutual funds and ETFs, focusing on minimizing trading costs and taxes while providing discretionary portfolio management and financial planning services.

Adam Ariosa is a CFP® professional with 17 years of industry experience. He has worked at SFG Wealth Management since 2016 and has been affiliated with LPL Financial since 2011. Outside of his advisory work, Ariosa serves as a lacrosse referee for local youth games. 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 advisors. The firm emphasizes asset allocation and diversified fixed-income strategies, employing both long-term and active trading techniques, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to third-party money managers.

Jonathan Farber is a financial advisor with Passive Capital Management, LLC in Baltimore, MD, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Passive Capital Management since 2006. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment approach using index mutual funds and ETFs, with portfolios managed primarily on a discretionary basis and periodic rebalancing.

Hugh Breslin IV is a CFP® professional with 18 years of experience in the financial services industry. He has worked with Armstrong Dixon and LPL Financial LLC since 2016. Armstrong Dixon provides discretionary investment management and financial planning to individuals, high-net-worth families, charitable organizations, small business owners, and retirement plan sponsors. The firm uses a strategic, global asset allocation approach combining active and passive strategies, third-party research, and risk-management metrics, managing approximately $447.5 million in assets for about 290 client relationships.

Dawn Weber is a financial advisor at Chapin Davis with 18 years of industry experience. She holds the Series 66 designation and previously worked at Katzen Eye Group for five years before joining Chapin Davis in 2021. Chapin Davis serves individuals, trusts, retirement plans, corporations, and institutions with investment management, financial planning, and advisory consulting, offering both discretionary and non-discretionary services through a range of wrap programs and access to third-party managers. The firm combines advisor-led portfolio management with third-party research and custodial reporting, operating as both an SEC-registered investment adviser and a registered broker-dealer.

Damian Gallina Sr. is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Buttonwood Financial Advisors, Inc. since 2008. He holds Series 63 and Series 65 licenses and is based in Baltimore, MD. Since 2016, he has been Chairman of the Investment Committee for Lido Civic Club Charities' LLC. Buttonwood Financial Advisors provides portfolio management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $393 million in client assets, using a disciplined investment process that includes fundamental analysis, strategic asset allocation, and continuous account monitoring.

Katharine Dudley is a financial advisor at Jemma Financial Services in Baltimore, MD, holding Series 65 and Series 63 licenses with five years of industry experience. She has previously worked at Becket Hitch, LLC and J. Hillburn Consultant. Dudley also serves as operations manager at JFS Advisory, a registered investment adviser. Jemma Financial Services advises individual and institutional clients, managing approximately $140 million across five advisors. The firm employs discretionary portfolio management through risk-targeted model portfolios combined with integrated financial planning, using quantitative and qualitative analysis to select investments primarily composed of ETFs and mutual funds.

Michael Crabb is a CFP® professional with 18 years of experience in financial advising. He has worked at SFG Wealth Management since 2016 and has been associated with LPL Financial since 2012. Outside of his advisory role, he is also a commissioned notary. SFG Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary process with diverse analytical methods and a disciplined fixed-income strategy, providing a range of investment options including mutual funds, ETFs, options, and algorithmic models.

Joshua Mason is a CFP® professional with 20 years of experience in financial advisory services. He is currently with WBH Advisory, Inc., where he has worked since 2021. Prior to that, he spent 14 years at Pinnacle Advisory Group, Inc. and briefly worked at Congress Wealth Management LLC in 2021. WBH Advisory, Inc. provides discretionary investment management and financial planning to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm’s approach includes tailored portfolios that combine equities, fixed-income securities, mutual funds, and ETFs, supported by fundamental analysis and cyclical allocation or bond laddering when appropriate.