Shane Cavanaugh is a CFP® with nine years of industry experience, currently serving as an advisor at SC&H Wealth. His prior experience includes roles at Bank of America and Merrill. He is associated with SC&H Group, the parent company of SC&H Financial Advisors, which organizes corporate and community activities for employees. SC&H Wealth is a multi-team registered investment adviser managing approximately $1.23 billion in assets. The firm serves individuals, trusts, estates, retirement plans, small businesses, and charitable organizations with a planning-driven approach that integrates tax and estate considerations into portfolio management.

Beth Rosenwald is a financial advisor at Indivisible Partners with 38 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including City National Bank, RBC Capital Markets, Citigroup Global Markets, and Legg Mason Wood Walker. Rosenwald serves on the boards of Ronald McDonald House Charities of Baltimore and the Baltimore Leadership School for Young Women, and is a committee member of United Way Women’s United. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm employs a strategic asset allocation approach overseen by an investment committee, offering active, passive, and blended strategies tailored to client risk profiles, along with access to alternative investments and integrated credit and platform solutions.

Roger Desai is a financial advisor with Lynx Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at several firms, including United Planners Financial Services and The Patriot Financial Group, and serves as adjunct faculty at Howard Community College. Desai is also a vice president of a local condominium association, reflecting involvement in community activities. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, manager research, and portfolio monitoring. The firm builds customized allocations typically implemented through vetted third-party managers and offers both discretionary and non-discretionary portfolio management.

Connor Wilson is a financial advisor at Elite Income Advisors, Inc. in Ellicott City, MD, holding a Series 65 designation with two years of industry experience. Prior to joining Elite Income Advisors, he worked in various roles including at CVS Pharmacy and York College of Pennsylvania. He is also an independent insurance agent based in Ellicott City. Elite Income Advisors serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm provides financial planning, discretionary portfolio management, and pension consulting, utilizing model portfolios and third-party managers while emphasizing participant education and employee communications for retirement plans.

Linda Hickel is a financial advisor at Marathon Capital Management with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Marathon since 2019, following a 25-year tenure at Baltimore Capital Management, Inc. Marathon Capital Management provides discretionary portfolio management and integrated financial planning primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm follows a long-term, buy-and-hold investment approach based on growth at a reasonable price, emphasizing individual security selection and multi-year outlooks.

Richard Tomaschefsky II is a CFP® professional with seven years of industry experience. He is currently with Financial Council, LLC and has held prior roles at Commonwealth Financial Network and Financial Council Asset Management Inc. Tomaschefsky also engages in fixed insurance sales as a secondary business activity. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm uses model asset allocation strategies, primarily through mutual funds, and conducts regular reviews and market commentary as part of its investment approach.

Jason Simmons is a financial advisor at Red Oak Financial Group with 22 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including LPL Financial, Prudential Financial Planning Services, and Fisher Investments. Red Oak Financial Group provides wealth management, investment management, and financial planning services to individuals, trusts, charitable organizations, businesses, and retirement plans. The firm employs a long-term, model-driven investment approach focused on diversified portfolios with active tax management and retirement plan advisory services.

Bobby Thomas is a financial advisor at EquityCompass Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel and Choice Financial Partners since 2007. EquityCompass provides model portfolios, discretionary management, and investment commentary primarily to financial intermediaries, sponsor firms, and institutional clients, while also serving individual and trust accounts. The firm combines fundamental analysis with quantitative, rules-based models to construct focused, generally equal-weighted strategies across multiple asset classes.

Talbot Albert is a financial advisor at Chapin Davis in Baltimore, MD, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Chapin Davis since 1990. Outside of his advisory role, he is an owner and trainer of thoroughbred racehorses through T.J. Albert Racing LLC and serves as a volunteer on the investment committee for the Sons of the American Revolution. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts. The firm employs a mix of fundamental and technical analysis and manages approximately $539 million in assets for several hundred client relationships through a multi-advisor team.

Rodney Dir is a financial advisor with The Marshall Financial Group LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at TLG Advisors, Southport Capital, M Holdings Securities, Pacific Capital Strategies, and Crestwood Group. He also maintains a part-time involvement with TLG Advisors as an investment adviser representative. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, investment analysis, and planning services. The firm offers fee-based asset management using mutual funds, managed stock and ETF accounts, and held-away asset monitoring, with individualized portfolio design based on client objectives and risk tolerance.

Austin Root is a financial advisor at Meristead Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Stansberry Asset Management as Chief Investment Officer since 2021, along with prior experience at Re-Occur Capital Management, Stansberry & Associates Investment Research, and D.F. Dent & Company. Meristead Wealth, LLC offers discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented investment approach combining macro analysis and fundamental research, managing separately managed accounts and private credit funds focused on specialized credit and real-estate strategies.

Jordan Heaps is a CFP® professional with eight years of industry experience. He has worked at The Kelly Financial Group since 2020 and previously spent five years with Cambridge Investment Research, Inc. He is based in Bel Air, MD. The Kelly Group serves individuals, families, trusts and estates, nonprofits, corporations, and qualified retirement plans, managing approximately $1.13 billion in assets for over 1,000 clients. The firm employs a team-based model with diversified portfolios focused on institutional mutual funds and offers comprehensive financial planning and investment advisory services.

Chase Llewellyn is a financial advisor at Black Diamond Financial, LLC with two years of industry experience. He holds a Series 65 designation. Prior to joining Black Diamond Financial, Llewellyn worked at Georgetown University and Loyola Blakefield. Black Diamond Financial, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm employs a multi-advisor team approach and emphasizes strategic asset allocation with low-cost, index-based core investments alongside tax-aware portfolio construction and selective private investments.

George Boudreau is a financial advisor with Oliver Wealth Management and holds a Series 65 designation. He has been with the firm since 2025 and has prior work experience at Graul's Market Ruxton and Baltimore Country Club. Oliver Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, corporations, trusts, and estates. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, tailoring portfolios to client goals and risk tolerance.

Brian Nelson is a financial advisor with Jemma Financial Services in Baltimore, MD, holding Series 63 and Series 66 licenses and over 32 years of industry experience. He is the founder and president of Harborside Sales Group, where he oversees sales and marketing functions, and serves as president of Cromwell Investment Advisors, which provides advisory services to mutual funds and ETFs. Nelson also holds a treasurer position on the board of Total Fund Solutions. Jemma Financial Services advises individual investors, pension plans, and charities, managing approximately $140 million across five advisors. The firm offers discretionary portfolio management through five risk-targeted model portfolios, integrating financial planning within its portfolio services and using quantitative and qualitative screening methods alongside third-party analytics to select ETFs and mutual funds.

Mark Degroat is a CFP® and ChFC® affiliated with SC&H Wealth in Hunt Valley, MD, with 20 years of industry experience. He has worked with several firms including Capital One Financial Advisors and Chevy Chase Financial Services before joining SC&H Financial Advisors in 2018. Degroat is also a licensed insurance agent involved in the sale of insurance-related products. 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 integrates tax and estate considerations into asset allocation, with portfolios primarily composed of mutual funds and ETFs and reviewed annually.

Nathan Mc Duffee is a financial advisor at Oliver Wealth Management in Towson, MD, holding the CFP®, ChFC®, and Series 66 credentials with five years of industry experience. His prior work includes roles at Arkadios Wealth Advisors, Kalos Management, Akers Financial Group, and Sherwin-Williams Company. Oliver Wealth Management is an SEC-registered advisory firm managing approximately $297.6 million for about 566 clients, including individuals, high-net-worth clients, corporations, trusts, and estates. The firm offers wealth management, financial planning, and Participant Account Management services, constructing customized long-term portfolios using a range of investment vehicles and employing both fundamental and technical analysis.

Lydia Durski is a CFP® professional with seven years of industry experience, currently serving as an advisor at Financial Council, LLC in Towson, MD. Her background includes roles at T Rowe Price and Commonwealth Financial Network. She has also been involved with Harford Gymnastics and Frederick Gymnastics in prior years. Financial Council, LLC provides discretionary investment management and advisory services using model-based asset allocation strategies for individuals, trusts, estates, charitable organizations, and corporations. The firm emphasizes periodic account reviews and implements client relationships primarily through mutual funds, maintaining discretion over portfolio rebalancing and fund management.

Denton Lane is a financial advisor with The Marshall Financial Group LLC in Hunt Valley, MD. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Farther Finance Advisors, Merrill Edge, and Bank of America Merrill Lynch. 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 builds individualized portfolios based on client risk tolerance and objectives, typically utilizing mutual funds, ETFs, and managed stock sleeves, and offers services such as asset management, retirement and estate planning, and client education seminars.

Christopher Pesota is a CFP® with 10 years of industry experience. He has worked at Cornerstone Advisory since 2024 and previously spent eight years at T Rowe Price. Cornerstone Advisory offers 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 combining traditional and alternative investments, including management of proprietary private pooled vehicles.