Francis Frisch is a financial advisor with Chapin Davis in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Chapin Davis since 2009. Outside of advisory work, he acts as an independent contractor sales agent for Chapin Davis Insurance, focusing on variable and fixed insurance products. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts, managing approximately $539 million in assets. The firm employs a range of investment strategies and offers discretionary and non-discretionary portfolio management through a multi-advisor team.

Christopher Blair is a CFP® with 12 years of experience in the financial services industry. He has been with Van Sant & Mewshaw, Inc. since 2014 and holds a Series 65 license. Blair is based in Hunt Valley, MD, and is part of a five-advisor team at VSM Wealth Advisory, LLC. VSM Wealth Advisory serves individuals, families, trusts, estates, and employee benefit plans by providing discretionary investment management combined with integrated wealth-advisory services on a fee-only, asset-based model. The firm uses an asset-allocation framework primarily with index mutual funds and ETFs and incorporates tax-aware portfolio management techniques alongside personalized indexing and unified managed account structures.

William Sweigart is a Series 66-licensed financial advisor with over 31 years of industry experience. He has worked with Global Brokerage Services, Inc. since 1994 and is also a partner at Johnson & Sweigart, where he is involved in account and tax preparation for individuals and small businesses. Sweigart serves as Vice President of Universal Asset Management, Inc., overseeing affiliated companies. Global Brokerage Services (GBS) serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account/UMA offerings. The firm combines broker/dealer and investment adviser registrations to provide non-discretionary advice using third-party sub-managers and model portfolios, supported by a six-advisor team.

Lindsay Dryden is a financial advisor at Black Diamond Financial, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and serves on the boards of CDS Logistics, Washington E-Sports Ventures, and Lindblad Expeditions Holdings. Her career includes roles at Mountain Top I, LLC, Nesco Holdings, and Cision Ltd. Black Diamond Financial, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering portfolio management and financial planning services. The firm emphasizes asset allocation and low-cost, tax-efficient, index-based strategies, supplemented when appropriate by institutional-quality private investments.

Schuyler Engelhardt is a CFP® and holds a Series 66 license, with 15 years of industry experience. He is affiliated with Armstrong Dixon in Baltimore, MD, and has been associated with Ade LLC and LPL Financial LLC since 2013. Outside of his advisory work, Engelhardt engages as an educational speaker. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a strategic, diversified global asset-allocation approach that integrates both active and passive management, overseen by an investment committee and incorporating specialized investment exposures.

Bernard Kavanagh is a financial advisor with EquityCompass Investment Management, LLC in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Stifel, Nicolaus & Company, Incorporated since 2013 and has been with Equity Compass Strategies since 2011. EquityCompass Investment Management provides model portfolios and discretionary investment management to financial intermediaries, institutions, and individual clients. The firm uses a research-driven, rules-based process that combines fundamental and quantitative analysis to implement focused, diversified, equal-weighted portfolios across various asset classes and strategies.

Thomas Arnold is a financial advisor with Sentinel Asset Management, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. His prior work includes roles at Eagle Strategies (NY Life) and New York Life Insurance Company. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach, combining fundamental, technical, and cyclical analysis, and provides ongoing account monitoring alongside due diligence of third-party managers.

Jerrin Toomey is a CFP® professional with eight years of industry experience, currently serving as an advisor at SC&H Wealth since 2017. Prior to this, he held roles at Gettysburg College and Overnight Office. Outside of his advisory work, he coaches varsity football at West York Area High School. SC&H Wealth serves a diverse client base including individuals, trusts, estates, and businesses, providing financial planning, asset management, retirement plan consulting, and tax preparation. The firm employs a team approach with CPAs and CFP® professionals to deliver tailored investment strategies, often managing accounts on a discretionary basis using mutual funds and ETFs.

Michael Canet is a financial advisor with Prostatis Financial Advisors Group in Hanover, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Peak Brokerage Services LLC and TCM Securities, Inc., alongside operating his own law practice since 1997. He serves on the board of a nonprofit organization. Prostatis Financial Advisors Group manages approximately $509 million in client assets through a team of about 18 advisors, serving individuals, high-net-worth clients, and various institutions. The firm employs a top-down, macro-environmental approach to tactical asset allocation, utilizing both customized and model portfolios, and offers a range of investment and financial planning services.

Maxwell Kiely is a CFP® and Series 66-licensed financial advisor with six years of industry experience, currently serving with Red Oak Financial Group in Towson, MD. His prior experience includes roles at Osaic Wealth, Inc. and LPL Financial LLC. Outside of advising, he is a licensed insurance agent and 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 uses proprietary model portfolios that combine ETFs and mutual funds with fundamental and technical analysis.

James Francis is a financial advisor at SC&H Wealth with three years of industry experience. He holds a Series 65 designation and has worked exclusively with SC&H Financial Advisors, Inc. since 2021, with prior experience including seasonal roles at Rehoboth Beach Patrol and involvement with Lake Champion - A Young Life Camp. 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 incorporates tax and estate considerations into portfolio construction and monitoring, primarily using mutual funds and ETFs.

Steven Kurzweil is a financial advisor with Chapin Davis, Inc. He holds Series 65 and Series 66 licenses and has 25 years of industry experience. Kurzweil has been with Chapin Davis since 2007, including its affiliated entities, and has a background that includes a brief tenure at Cambridge Investment Research Advisors, Inc. He is also involved with Chapin Davis Insurance, Inc., where he serves as a sales agent and financial adviser for 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 mix of fundamental and technical analysis across discretionary and advisory-only portfolios.

Tanya Rapacz is a CFP® with 17 years of experience in the financial industry. She has worked at The Advisory Group of San Francisco, LLC since 2023 and previously held roles at Arthur Stein Financial, LLC and Zeiders Enterprises. Outside of financial advising, she owns and operates The Partnership Resource, where she provides consulting on mergers, conflict resolution, and succession, and speaks and writes on these topics. The Advisory Group of San Francisco, LLC is a fee-only advisory firm serving individuals, foundations, endowments, and retirement plans. The six-advisor team manages approximately $810 million, employing a blend of modern portfolio theory, fundamental and quantitative analysis, active and passive mutual funds, and periodic portfolio rebalancing.

Graham Ewing is a CFP® professional with 11 years of experience in financial advising. He has been with The Financial Consulate Inc. since 2015. The Financial Consulate serves individuals, including high-net-worth clients, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management. The firm employs a "Risk Opportunity Investing" approach that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis, while also integrating tax and accounting services into its advisory offerings.

Todd Norris is a CFP® with 17 years of industry experience, currently serving at Mercer Global Advisors following their acquisition of Glass Jacobson Wealth Advisors. He previously worked at Glass Jacobson Wealth Advisors, Facet Wealth, Life Plan Financial, and Prime Investment Advisors. Glass Jacobson Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, trusts, estates, and charitable organizations, providing investment advisory and financial planning alongside integrated services such as tax preparation, accounting, business consulting, and litigation support. The firm uses a quarterly-investment committee approach focused on diversified asset allocation, managing accounts on a household basis with both discretionary and limited non-discretionary relationships.

Edward Hart is a financial advisor at Marathon Capital Management with five years of industry experience. He holds a Series 65 designation and previously worked at Tufton Capital Management, LLC for eight years. Marathon Capital Management provides discretionary portfolio management and integrated financial planning to high-net-worth individuals, trusts, estates, and charitable organizations. The firm follows a long-term, buy-and-hold investment approach focused on growth at a reasonable price, managing client accounts on a discretionary basis with regular portfolio reviews and a fiduciary stance on retirement rollovers.

Thomas Johnson is a financial advisor with Global Brokerage Services, Inc. in Hunt Valley, MD, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He has been with Global Brokerage Services since 1994 and also provides accounting and tax preparation services for individual and business clients through Johnson & Sweigart. Global Brokerage Services serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account offerings. The firm operates on a non-discretionary basis and combines third-party sub-managers and model portfolios, supported by a six-advisor team and custodial relationships with Hilltop Securities and Envestnet.

Andrew Polcari is a financial advisor at SC&H Wealth in Hunt Valley, MD, holding a Series 65 designation with one year of industry experience. His prior work includes roles outside the financial industry, such as at Wave Riding School and Maryland Athletics. SC&H Wealth is a multi-team registered investment adviser managing approximately $1.23 billion in assets, serving individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs a team-based, planning-driven approach integrating tax and estate considerations, with portfolios primarily constructed from mutual funds and ETFs.

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® professional with three years of industry experience. He is currently with WBH Advisory, Inc. in Baltimore, MD, where he has worked since 2023. Prior to joining WBH Advisory, he held roles at Lynx Investment Advisory, LLC, RSD Financial, and the Financial Planning Association. Before entering financial advisory, he worked for six years with Baltimore City Public Schools. 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 combining equities, fixed income, mutual funds, and ETFs, with a focus on long-term equity holdings supported by fundamental analysis and other strategies.