William Sokol is a financial advisor at SFG Wealth Management in Towson, MD, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, M Holdings Securities, and The L. Warner Companies. SFG Wealth Management serves individual and high-net-worth clients, trusts, retirement plans, and business entities, managing approximately $760 million in client assets. 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 portfolio management services.

Robert Compton Jr. is a financial advisor with Red Oak Financial Group in Towson, MD, holding a Series 65 credential and 47 years of industry experience. He previously worked at Compton Financial Group, LLC, and LPL Financial. Compton serves as a board member of Jarrettsville Federal Savings Bank, a privately held institution. Red Oak Financial Group provides wealth management, investment management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, model-driven investment approach with diversified portfolios and offers specialized retirement plan advisory services.

Donald Huber Jr. is a financial advisor at Outcome Driven Strategies, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Outcome Driven Strategies since 2021, Cornerstone Advisory LLP since 2006, and AXA Advisors, LLC since 1999. Outside of his advisory roles, he owns and manages an insurance brokerage business and is involved in several real estate partnerships. Outcome Driven Strategies provides discretionary sub-advisory investment management primarily to other registered investment advisers and third-party money managers. The firm focuses on alternative investments, chiefly structured notes, and manages approximately $235 million using a strategy that combines credit analysis with technical and cyclical methods.

Benjamin Waller is a CFP®, CFA®, and Series 65-licensed financial advisor with 17 years of industry experience. He has been with WBH Advisory, Inc. since 2009. WBH Advisory is a multi-advisor wealth management firm managing approximately $1.74 billion for individual, trust, retirement-plan, nonprofit, and corporate clients. The firm offers discretionary portfolio management alongside financial, estate, and income tax planning, using fundamental equity analysis and a combination of individual securities, mutual funds, and ETFs with a long-term investment approach.

Matthew Hess is a CFP® professional affiliated with Berman McAleer and has two years of industry experience. Prior to joining Berman McAleer, he worked at Kestra Advisory and Williams Asset Management. His work history also includes roles outside the financial industry, such as time at Fenwick Crab House and Transportation Management Services. Berman McAleer offers holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm uses a research-driven investment process that segments portfolios into long-term equity, short-term fixed income, and intermediate alternatives, with discretionary asset management guided by an Investment Committee and individual 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.

Carol Ashmen is a financial advisor with Wealthcare Capital Partners, LLC, holding a Series 65 designation and bringing 37 years of industry experience. Her prior work includes long tenures at Atlantic Financial Services, Inc., Atlantic Securities Associates, Inc., and Atlantic Securities, Inc. She is also registered as an insurance agent and registered representative with M.S. Howells & Co, where she implements insurance recommendations. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm’s investment process is goals-based and incorporates a patented, web-based planning platform alongside evidence-based manager selection and behavioral-economics tools to align strategies with client preferences.

Chahat Kumari is a financial advisor at Black Diamond Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Black Diamond Financial, Kumari held various roles at Loyola University Maryland and other organizations. Black Diamond Financial, LLC advises individuals, pension plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and low-cost, tax-efficient, index-based strategies, supplemented by institutional-quality private investments when appropriate.

Patrick Monaghan IV is a financial advisor with Berman McAleer in Timonium, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Kestra Advisory and Kestra Investment Services, LLC for over two decades. Outside of advising, Monaghan serves as a volunteer board member for Prospect Hill Cemetery of Towson, Inc. Berman McAleer provides holistic financial planning and discretionary portfolio management services to individuals, business entities, trusts, estates, and retirement plans. The firm’s investment approach integrates fundamental and quantitative analysis, structuring client portfolios across long-term equity, short-term fixed income, and intermediate alternative segments.

Brigitte Strobl is a CFP® and holds a Series 65 license with three years of industry experience. She has been with Black Diamond Financial, LLC since 2019 and previously worked at Palmetto, Mollo, Molinaro & Passerello, LLP. Black Diamond Financial, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business 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.

John McAleer IV is a CFP® with 37 years of experience in the financial industry. He is currently with Berman McAleer, a team of 13 advisors, and previously worked at Kestra Advisory Services and Kestra Investment Services for nine years. Outside of his advisory role, McAleer serves on the board of the Keen Foundation, providing guidance on philanthropic giving. Berman McAleer offers holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm employs a structured investment approach divided into long-term equity, short-term fixed income, and intermediate alternatives, combining fundamental and quantitative research to implement client-specific allocations.

Dorie Fain is a CFP® professional with 24 years of industry experience, currently serving at &Wealth Partners since 2009. The firm operates as a three-advisor team based in Baltimore, MD. &Wealth Partners provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios primarily through independent investment managers and exchange-traded funds, employing fundamental analysis with both long- and short-term strategies.

Andrew Knachel is a financial advisor at Oliver Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at GE Aerospace and Seventy2 Capital. Outside of finance, he has been involved with the Washington District Football Officials Association. Oliver Wealth Management is an SEC-registered advisory firm managing approximately $297.6 million for individuals, high-net-worth clients, corporations, trusts, and estates. The firm offers wealth management, financial planning, and a Participant Account Management service that actively manages held-away retirement and HSA accounts using a third-party platform, employing a customized investment approach with a range of securities and quarterly portfolio monitoring.

David Feeley is a CFP® with five years of industry experience, currently serving as an advisor at Red Oak Financial Group in Towson, MD. He has worked at LPL Financial LLC since 2021 and was previously with DJF, Inc. from 2013 to 2020. Feeley provides administrative support to Red Oak Financial Group in addition to his advisory role. Red Oak Financial Group offers wealth management, investment management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, model-driven investment approach with a focus on diversified portfolios, periodic rebalancing, tax-loss/gain harvesting, and retirement plan advisory services.

Alexander Gersh is a financial advisor at Cornerstone Advisory with a Series 65 credential and one year of industry experience. Before joining Cornerstone Advisory, he worked at Sinclair Broadcast Group in various roles from 2019 to 2026 and previously at Diane Lebedeff D.P.M. from 2015 to 2019. Cornerstone Advisory offers 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 applies a planning-first approach, combining traditional and alternative investments, and manages approximately $2.25 billion in discretionary assets.

David Travis is a CFP® professional with 29 years of experience in the financial services industry. He has worked with Financial Council, LLC since 2023 and previously held roles at Commonwealth Financial Network and Financial Council, Inc. Outside of advising, he has been involved in tax preparation. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations primarily through model-based asset allocation strategies. The firm emphasizes regular portfolio reviews and manages client accounts with discretion over rebalancing and fund selection.

Craig Diamond is a financial advisor with Chapin Davis in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Chapin Davis since 2009. Outside of advisory work, he is involved as an independent contractor with Chapin Davis Insurance, Inc., where he sells variable and fixed insurance products. 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 investment strategies, serving clients through a multi-advisor team.

Timothy Truss is a financial advisor at The L. Warner Companies, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at M Holdings Securities, Stanford Capital Management, and Citigroup Global Markets. Outside of his advisory role, he is the owner of Skipekey LLC, an entity used for estate planning purposes. The L. Warner Companies provides discretionary investment management and financial planning primarily to high-net-worth individuals, trusts, estates, and pension plans. The firm employs a fundamental analysis approach with broadly diversified portfolios and integrates multiple third-party platforms and strategies alongside fiduciary and administrative services.

John Ciccarone is a financial advisor with WBH Advisory, Inc. in Baltimore, MD, holding a Series 65 designation and 34 years of industry experience. He has been with Wagner Capital Management Corp since 1992. WBH Advisory is a multi-advisor wealth management firm serving individual, trust, retirement-plan, nonprofit, and corporate clients with discretionary portfolio management, financial planning, estate planning, and income tax planning. The firm employs fundamental equity analysis to construct individualized portfolios and incorporates technology platforms for reporting, account management, and portfolio rebalancing.

Nicholas West is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Dew Wealth Management and previously held roles at Jacob William Advisory, Network Management Inc., and S&L Prime. Outside of advising, he is also an insurance agent, maintaining a license for insurance consulting and trail commissions. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator services.