Robert Mewshaw is a financial advisor at VSM Wealth Advisory, LLC with 34 years of industry experience. He has been associated with Van Sant and Mewshaw, Inc. and Van Sant and Mewshaw Securities, Inc. since 1992 and 1993, respectively. He holds Series 63 and Series 65 licenses. VSM Wealth Advisory serves individuals, families, trusts, estates, and employee benefit plans by providing discretionary investment management and integrated wealth advisory services. The firm employs an asset-allocation framework primarily using index mutual funds and ETFs, with emphasis on tax-aware portfolio management and personalized indexing strategies.

Madison Bennett is a CFP® professional with six years of industry experience, currently serving at The Financial Consulate in Hunt Valley, MD. Prior to joining the firm, Madison held positions in the hospitality industry, including roles at The Pier Restaurant, Glory Days Grille, and Stoney's Seafood House. The Financial Consulate serves individuals, retirement plan sponsors and participants, and institutional clients by providing financial planning, investment management, retirement plan consulting, and integrated tax and accounting services. The firm employs a proprietary "Risk Opportunity Investing" approach that combines active tactical asset allocation with fundamental, macroeconomic, and technical analysis, offering both active and index-oriented strategies.

George Grewe is a financial advisor with Chapin Davis, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Chapin Davis since 2008. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts, managing approximately $539 million in assets. The firm uses a combination of fundamental and technical analysis and offers discretionary and non-discretionary portfolio management through a multi-advisor team.

Michael Bertrand is a financial advisor at The Kelly Group with 24 years of industry experience. He holds a Series 65 designation and has been with The Kelly Group since 2003, previously working at Cambridge Investment Research, Inc. from 2005 to 2020. He serves as a board member for THE ARC NCR, a nonprofit organization. The Kelly Group provides advisory services to individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing approximately $1.13 billion in assets through a team of 15 advisors. The firm employs a team-based approach focused on diversified model portfolios and financial planning, incorporating active management and behavioral coaching.

Christopher Barnes is a financial advisor at The Marshall Financial Group LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments for 21 years. 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 utilizes individualized portfolios based on client risk tolerance and objectives, employing mutual funds, ETFs, and managed stock sleeves supported by asset-allocation models and third-party software.

Thomas Gramigna is a financial advisor with The L. Warner Companies, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with The L. Warner Companies since 1996. The firm serves high-net-worth individuals, trusts, estates, retirement plans, corporations, non-profits, and other business entities, offering financial planning, investment management, and consulting services. Its investment approach includes fundamental research and diversified portfolios managed over multi-year horizons, often incorporating options strategies and third-party manager programs.

Brennan Dunn is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Indivisible Partners. He previously worked for RBC Wealth Management for 11 years. Outside of his advisory role, he occasionally works on weekends in food preparation and service for Bill's Seafood's catering division. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with discretionary and non-discretionary portfolio management, financial planning, and third-party investment manager selection. The firm uses a strategic asset allocation framework and offers a range of active, passive, and blended investment approaches tailored to client risk profiles, including access to private and semi-liquid alternative investments for eligible clients.

David Berman is a CFP® and ChFC® with 38 years of industry experience. He has been with Berman McAleer since 2025 and previously worked for Kestra Financial Services and its related entities from 2003 to 2025. Outside of his advisory role, he serves on the board of Pride of Baltimore, Inc. and is involved in several private investment and consulting activities. Berman McAleer is a team-based firm providing holistic financial planning and discretionary portfolio management for individuals, business entities, trusts, estates, and retirement plans. The firm uses a discovery-based planning process and manages portfolios across long-term equity, short-term fixed income, and intermediate alternative segments, with a combination of fundamental and quantitative research.

Peter Marshall is a financial advisor with The Marshall Financial Group LLC in Hunt Valley, MD, holding a Series 66 designation and 25 years of industry experience. He has been with The Marshall Financial Group since 2005 and previously worked at Purshe Kaplan Sterling Investments and SSN Advisory, Inc. Outside of advisory work, he is involved in fixed and traditional insurance sales through PKS Financial. 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 manages approximately $593 million in assets and offers services including fee-based asset management, retirement and estate planning, education planning, and managed stock accounts, using asset-allocation models and third-party software to build individualized portfolios.

Brady Organt is a financial advisor at SC&H Wealth with a Series 65 designation and one year of industry experience. Prior to joining SC&H Wealth, he held roles with several professional sports organizations, including the Washington Nationals and Denver Broncos. He also works as an Assistant Field Producer for the Washington Commanders, overseeing on-field movements and coordinating in-game entertainment during football games. SC&H Wealth serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm employs a team approach combining financial planning, asset management, retirement consulting, and tax preparation, utilizing mutual funds, ETFs, and technology-driven platforms to tailor investment strategies.

Lawrence Leitch is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with SFG Wealth Management since 2016 and has also been affiliated with LPL Financial since 2005. Outside of his advisory roles, he acts as a broker for various non-variable insurance products from multiple carriers. SFG Wealth Management serves individual and high-net-worth clients as well as institutional entities, offering portfolio management, financial planning, retirement plan consulting, and access to multiple advisory programs. The firm employs a fiduciary, client-focused process with a disciplined fixed-income approach and utilizes a range of investment vehicles and model portfolios.

Eli Adams is a CFP® professional with 10 years of industry experience. He is affiliated with Perspective Wealth Management and has worked at The Junk Investment Group since 2016, with a brief tenure at Securities America Inc. Additionally, Adams holds a license as an insurance agent. Perspective Wealth Management serves individual and high-net-worth clients by providing financial planning and portfolio management through both discretionary and non-discretionary advisory relationships. The firm employs an objective-based investment strategy focusing on equity mutual funds and ETFs, managing over $525 million in client assets with ongoing account oversight.

John Hauserman is a CFP® with 33 years of industry experience. He has worked at Financial Council, LLC since 2023 and previously spent 17 years at Commonwealth Financial Network and 27 years at Financial Council Asset Management. He is also President and CEO of Retirement Journey, Inc., a securities, advisory, and insurance business. 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 and offers retirement-plan rollover advice and periodic account reviews.

Greg Pyne is a financial advisor at Red Oak Financial Group with one year of industry experience. He holds a Series 65 designation and previously worked at UPS for 26 years. Outside of advising, he is the owner of Hunt Valley Solutions, LLC, a company that provides IT development and support for small businesses. 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 approach using ETFs and mutual funds, with additional retirement plan advisory and third-party pension consulting services.

Isaiah Smith is a financial advisor at The Kelly Group with a Series 65 designation and seven years of industry experience. He previously worked at Brown Advisory and BNY Mellon before joining The Kelly Group. The Kelly Group serves individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing about $1.13 billion in assets for over 1,000 clients through a team-based approach. The firm emphasizes diversified model portfolios with active management, ongoing monitoring, and behavioral coaching as part of its financial planning process.

James Halle is a financial advisor at Chapin Davis with 33 years of industry experience. He has been with Chapin Davis since 1992 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a director of Slade Inc. and is involved with a family holding company trust. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts. The firm manages approximately $539 million in assets across several hundred client relationships using a combination of fundamental and technical analysis, asset-allocation strategies, and model portfolios.

Tucker Dunn is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Armstrong Dixon and has previously worked at LPL Financial, FourStar Wealth Advisors, and Fieldstone Financial Management Group. He provides investment advisory services through Armstrong Dixon, an independent firm where he is part of a six-advisor team. Armstrong Dixon delivers discretionary investment management and financial planning to individuals, high-net-worth families, charitable organizations, small business owners, and retirement plan sponsors. The firm employs a strategic global asset allocation approach combining active and passive strategies, third-party research, and risk management, overseeing approximately $447.5 million in assets across about 290 client relationships.

William Cevallos is a CFA® charterholder with seven years of industry experience. He has worked at Jemma Financial Services since 2019 and spent 22 years at PNC Bank prior to that. Jemma Financial Services is a team of five advisors managing approximately $140 million for individual investors, pension plans, and charities. The firm offers discretionary portfolio management through five risk-targeted model portfolios and integrates financial planning within its services, using quantitative and qualitative criteria to select ETFs and mutual funds.

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.

Benjamin Tracy is a CFP® with five years of industry experience, currently serving as a financial advisor at SC&H Wealth. His prior roles include positions at The Vanguard Group, Inc. and J.G. Wentworth. Tracy has held various roles outside finance, including work at Fairmount Behavioral Health System and teaching positions at Gettysburg College. SC&H Wealth is a team-based registered investment adviser with approximately 20 advisors and $1.23 billion in assets under management. The firm serves individuals, trusts, estates, retirement plans, small businesses, and charitable organizations using a planning-driven approach that integrates tax and estate considerations into portfolio management.