Duncan Mccall is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Williams Asset Management, where he has been since 2022, and previously worked at Commonwealth Financial Network. Outside of his advisory role, he is a member of entities managing real estate investments in Pennsylvania and Maryland. Williams Asset Management provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-disciplinary investment approach including fundamental, quantitative, and technical analysis, with portfolio strategies tailored to client risk tolerances and time horizons.

Karissa Goessl is a financial advisor at Williams Asset Management with eight years of industry experience. She holds a Series 65 designation and has worked at firms including Commonwealth Financial Network and Cadaret, Grant & Co., Inc. prior to her current role. Williams Asset Management provides discretionary portfolio management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, incorporating long-term trading and options strategies in its investment approach.

Keith Murray is a CFP® professional with 29 years of industry experience. He has been with Chapin Davis since 2009. Outside of his advisory role, he serves as a trustee on the board of St. Paul's School and as a director on the Endowment Committee of Old St. Paul's Episcopal Church. 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, offering discretionary and non-discretionary portfolio management through a multi-advisor team.

Richard Spivey is a ChFC® with 43 years of industry experience, currently serving at The L. Warner Companies, Inc. since 2016. He has held roles at M Holdings Securities, Inc. for the same duration. Outside of his advisory work, Spivey is a board member and participates on the finance committee at Timonium Methodist Church. The L. Warner Companies provides discretionary investment management and financial planning primarily to high-net-worth individuals, related trusts, estates, and pension plans, while also offering consulting and administrative services to corporations, non-profits, and other business entities. The firm employs a fundamentally driven, broadly diversified investment process and integrates third-party platforms and strategies alongside its institutional plan fiduciary and administrative services.

Caitlin Garner is a financial advisor at SC&H Wealth with 21 years of industry experience. She holds a Series 66 designation and has been with SC&H Financial Advisors, Inc. since 2014. Prior to that, she worked at Triad Advisors, Inc. from 2014 to 2017. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations. The firm employs a team approach combining CPAs and CERTIFIED FINANCIAL PLANNER® professionals to provide tailored asset allocation and long-term growth strategies, managing client accounts primarily with mutual funds and ETFs.

Edwin Killinger is a CFP®, CFA®, and holds a Series 66 license with over 31 years of industry experience. He has been with The L. Warner Companies, Inc. since 1994 and also has a longstanding affiliation with M Holdings Securities, Inc. since 2006. Outside of his advisory role, he serves as chairman of the investment committee for the Barnett-Searing National Cancer Foundation and is a member of the boards for Trinity School and the Carson Scholar's Fund, where he helps develop investment policies for charitable endowments. The L. Warner Companies serves high-net-worth individuals, trusts, estates, retirement plans, corporations, non-profits, and other business entities. The firm manages diversified portfolios with a focus on fundamental research and typically employs multi-year investment horizons, incorporating a range of asset classes and hedging strategies.

Sheryl Parks is a CFP® with 29 years of industry experience and is currently with The Marshall Financial Group LLC. She has held positions at Purshe Kaplan Sterling Investments and SSN Advisory, Inc. among others. In addition to her financial advisory work, she has served as an associate professor at the Community College of Baltimore County since 1987 and volunteers at monthly educational workshops on divorce-related financial topics. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm offers services including fee-based asset management, retirement and estate planning, and education planning, employing asset-allocation models and a mix of mutual funds, ETFs, and managed stock portfolios tailored to client risk tolerance and objectives.

Michael Meily is a ChFC® and Series 66 credentialed advisor with 25 years of industry experience. He has been with Harvest Investment Consultants LLC since 2008. Outside of his advisory role, he is appointed with various insurance carriers for brokering nonregistered insurance products. Harvest Investment Consultants LLC provides fee-based portfolio management and modular financial planning services to individuals, families, and institutional clients. The firm manages approximately $492 million for about 1,025 clients, structuring portfolios based on documented risk profiles and employing diversified strategies tailored to tax sensitivity, income needs, and client restrictions.

Robert Carpenter is a financial advisor at Baltimore-Washington Financial Advisors with 35 years of industry experience. He has been with the firm since 2012. Carpenter holds Series 63 and Series 65 licenses. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm emphasizes diversified, model portfolio strategies overseen by a weekly investment committee and integrates financial planning with tax considerations. It manages a large client base with standardized processes and offers specialized services such as business transaction support and a Living Legacy aging plan.

Blake Walter is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at SC&H Financial Advisors since 2022 and has prior experience with firms including State Farm VP Management Corp., Northwestern Mutual, and Rich Group LLC. Outside of advisory work, he is a licensed insurance agent involved in the sale of insurance-related products. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations. The firm employs a team approach combining CPAs and CERTIFIED FINANCIAL PLANNER® professionals to provide tailored financial planning and asset management, primarily using mutual funds and ETFs.

Andrew Cook is a CFP® professional with 22 years of industry experience, currently serving at Berman McAleer since 2025. He previously worked at Kestra Advisory and Kestra Investment Services, LLC from 2004 to 2025. Outside his advisory role, he is a partner in BMC Holdings LLC, where he helps determine suitable investments for the firm’s owners. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm employs a discovery-based planning process and an Investment Committee that structures portfolios across equity, fixed income, and alternative segments, managing approximately $1.82 billion on a discretionary basis.

Bryan Thaler is a Series 65–licensed financial advisor with 32 years of industry experience. He has been with Van Sant & Mewshaw, Inc. for 28 years. He is part of VSM Wealth Advisory, a team of five advisors that serves individuals, families, trusts, estates, and employee benefit plans with discretionary investment management and integrated wealth-advisory services. The firm uses an asset-allocation approach emphasizing index mutual funds, ETFs, and tax-aware portfolio strategies.

Jackson Courtney is a CFP® professional with three years of industry experience, currently serving at The Financial Consulate. His prior work includes roles at DoorDash and Instacart, as well as academic positions at Towson University and Marriotts Ridge High School. The Financial Consulate provides comprehensive financial planning, investment management, and retirement plan consulting to individuals, retirement plan sponsors, and institutional clients. The firm combines active tactical asset allocation with fundamental, macroeconomic, and technical analysis, and integrates tax and accounting services alongside its advisory offerings.

Nicholas Mangione is a CFP® professional at Perspective Wealth Management with five years of industry experience. He previously worked at Hayfields Country Club for three years before joining The Junk Investment Group, now operating as Perspective Wealth Management. Outside of his advisory work, he is an insurance agent and a member of family investment and real estate LLCs. Perspective Wealth Management serves individual and high-net-worth clients with financial planning and portfolio management, using an objective-based approach that emphasizes equity mutual funds and ETFs tailored to clients’ risk tolerance and goals. The firm manages over $525 million in client assets and offers both discretionary and non-discretionary advisory services.

Mamie Liu is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Advocate Investing Services since 2016. She has also been affiliated with LPL Financial since 2010. Advocate Investing Services is a team-based registered investment adviser managing approximately $154 million for individuals, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and risk tolerance, utilizing both fundamental and technical analysis, and employs a range of trading strategies including the use of derivatives within separately managed accounts.

Charles Meyer is a CFA® charterholder with 12 years of industry experience. He is currently with Mercer Global Advisors Inc., having joined after the acquisition of Tufton Capital Management, where he worked for nine years. Tufton Capital Management is a fee-only, discretionary investment adviser managing approximately $810 million in assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented investment approach focused on large U.S. companies, constructing portfolios across money market instruments, fixed income, and equities with low turnover.

Nicholas Innerbichler is a financial advisor at Elite Income Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Horter Investment Management and Cambridge Investment Research. In addition to his role at Elite Income Advisors, he is involved with Retirement Planning Services, where he provides client service and investment advice related to advisory accounts and insurance. Elite Income Advisors serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and pension consulting, typically implementing strategies through model portfolios and sub-advisers while maintaining supervisory and client service responsibilities.

Joseph Mc Carthy is a CFP® and ChFC® with 10 years of industry experience. He is currently with Glass Jacobson Wealth Advisors, having previously worked at Mercer Global Advisors, UBS Financial Services, and several other firms. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a household-level investment approach overseen by a quarterly investment committee and offers portfolio management, financial planning, ERISA consulting, and related services using a range of mutual funds, ETFs, fixed-income vehicles, and integration of held-away assets.

Jonathan Dinkins is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Mercer in 2025, he worked for 20 years at Glass Jacobson Investment Advisors LLC. Outside of his advisory role, he manages rental real estate in Hilton Head, SC. Mercer Global Advisors provides investment advisory and planning services to 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 variety of implementation options alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Timothy Carne is a financial advisor with SFG Wealth Management in Towson, MD, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with SFG Wealth Management since 2016 and has also been associated with LPL Financial LLC since 2012. Outside of his advisory work, he is licensed as a non-variable insurance agent. SFG Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary, client-focused process that integrates multiple analytical methods and offers a range of investment options, including access to algorithmic model platforms and specialized planning services such as corporate structure and tax planning.