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 experience in financial advising, currently serving at &Wealth Partners since 2009. She holds Series 63 and Series 65 licenses and is based in Baltimore, MD. &Wealth Partners provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages over $470 million for both high-net-worth and non-HNW clients through a three-advisor team, employing fundamental analysis and a mix of long- and short-term security purchases.

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® professional with five years of experience in the financial services industry. He is currently with Red Oak Financial Group and LPL Financial LLC, roles he has held since 2021. Prior to this, he worked at DJF, Inc. from 2013 to 2020. Feeley provides administrative support to Red Oak Financial Group. Red Oak Financial Group offers 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 employs proprietary model portfolios primarily consisting of ETFs and mutual funds with a generally long-term orientation.

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 with The L. Warner Companies, Inc. in Timonium, MD, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with The L. Warner Companies and M Holdings Securities since 2009. Outside of his advisory role, he is the owner of Skipekey LLC, an entity used for estate planning purposes. The L. Warner Companies serves high-net-worth individuals, trusts, estates, retirement plans, corporations, non-profits, and other business entities by providing financial planning, investment management, and consulting services. The firm manages diversified portfolios with a fundamental research approach and offers fiduciary plan services, leveraging both internal resources and third-party manager programs.

John Ciccarone is a financial advisor at WBH Advisory, Inc. with 33 years of industry experience. He holds a Series 65 designation and has been associated with Wagner Capital Management Corp since 1992. WBH Advisory provides discretionary investment management and financial planning services to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm offers tailored portfolios that combine equities, fixed income, mutual funds, and ETFs, emphasizing long-term equity holdings supported by fundamental analysis and cyclical allocation or bond laddering when appropriate.

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.

Monica Boulter is a financial advisor at CSP Financial Group LLC in Baltimore, MD, with four years of industry experience. She holds a Series 65 designation and has worked with CSP Financial Group since 2023. Outside of her advisory role, she serves as a Foreign Affairs Officer with the U.S. Department of State, a position she has held since 2015. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory and collaborates with third-party managers such as Matson Money.

Mary Thompson is a CFP® with 13 years of experience in financial advising. She is currently with Buttonwood Financial Advisors, Inc., where she has worked since 2024. Her prior experience includes roles at Reframe Financial Planning, LLC and Financial Advantage, Inc. Thompson is a co-founder and board chair of This Point Forward, a nonprofit that provides resources and services to adults over 50 navigating the second half of life. 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 process based on written policies, fundamental analysis, and strategic asset allocation.

Stephen Baird is a CFP® with 19 years of industry experience, currently serving at Jemma Financial Services. He has held roles at several firms including Harborside Sales Group, LLC and Foreside Fund Services, LLC. In addition to his advisory work, he is a board member of the MECP2 Duplication Foundation, a public charity that supports families and furthers research. Jemma Financial Services advises individuals, pension plans, and charities, managing approximately $140 million across five advisors. The firm offers discretionary portfolio management based on five risk-targeted model portfolios, integrates financial planning using MoneyGuidePro, and employs quantitative and qualitative screening with daily model monitoring.

James Foxen is a financial advisor at Cornerstone Advisory with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kestra Financial, Brighthouse Securities, and MetLife Investors Distribution Company. Foxen has been with Cornerstone Advisory since 2019. Cornerstone Advisory provides 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 with wealth forecasting and probability analysis, integrating traditional and alternative investment strategies, and manages approximately $2.25 billion in discretionary assets.

Eric Hart is a financial advisor at SFG Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has been with SFG Wealth Management since 2016, also maintaining a role at LPL Financial since 2014. SFG Wealth Management serves individual and high-net-worth clients, as well as trusts, retirement plans, and business entities, managing approximately $760 million in client assets. The firm emphasizes asset allocation and diversified fixed-income strategies, utilizing both long-term and active trading techniques alongside model-driven portfolios and offers a broad range of financial planning and consulting services.

Ilene Salcman is a financial advisor at The L. Warner Companies, Inc. with 26 years of industry experience. She holds a Series 66 designation and has been associated with The L. Warner Companies since 1998 and M Holdings Securities, Inc. since 2006. The L. Warner Companies serves high-net-worth individuals, trusts, estates, retirement plans, corporations, non-profits, and other business entities by providing financial planning, investment management, and consulting services. The firm manages diversified portfolios through a research-driven process and offers fiduciary plan services alongside third-party manager programs.

Dale Woodring is a financial advisor with Financial Council, LLC in Towson, MD, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Financial Council and its related entities since 2009 and joined Financial Council, LLC in 2023. His prior career includes extensive work with Commonwealth Financial Network since 2009. Financial Council, LLC provides discretionary investment management and advisory services primarily using model asset allocation strategies for individuals, trusts, estates, charitable organizations, and corporations. The firm emphasizes a model-based portfolio approach with regular reviews and crediting of 12b-1 fees back to client accounts.