Thomas Biddison is a financial advisor at Cornerstone Advisory with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cornerstone Advisory since 2006, with prior experience at Alternative Markets Fund LLC and Axa Advisors, LLC. Outside of his advisory role, he serves as vice chair of the board at UMD St. Joseph Medical Center. 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 with discretionary portfolio management, incorporating a broad investable universe that includes traditional and alternative assets and manages the Outcome Driven Fund, L.P., a private pooled vehicle focused on structured notes and lower-correlation strategies.

Leo Lavezza is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Financial Consulate. His prior experience includes roles at First Financial Federal Credit Union and Towson University, as well as involvement with a family business. Financial Consulate provides comprehensive financial planning and investment management services to individuals, corporate retirement plans, and institutional clients. The firm integrates tax and accounting services with a Risk Opportunity Investing approach that combines active tactical asset allocation and fundamental, macroeconomic, and technical analysis.

Robert Gill Jr. is a financial advisor at Cornerstone Advisory with 13 years of industry experience. He holds a Series 65 designation and has been with Cornerstone Advisory since 2013. Cornerstone Advisory provides 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 employs a planning-first approach and integrates traditional and alternative investment strategies, managing approximately $2.25 billion in discretionary assets.

George Toulson is a CFP® and CFA® with 30 years of industry experience. He is currently with Mercer Global Advisors and previously worked at Glass Jacobson Investment Advisors, Wick Capital Partners, ClearBridge Investments, Legg Mason, and Vanguard Advisers. Outside of financial advising, he is a managing member of a social media gaming software company, DB Game LLC. Glass Jacobson Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, trusts, estates, and charitable organizations. The firm employs a holistic, household-level investment approach overseen by an investment committee and utilizes a range of mutual funds, ETFs, fixed-income vehicles, and alternative investments.

Nathan Forristal Garcia is a CFP® with 13 years of industry experience, currently serving as an advisor at Strategic Wealth Partners, Ltd. since 2017. Prior to this, he worked at Westbourne Investments Inc for two years. Outside of financial advising, he owns and manages a digital marketing and advertising business, Mavrik Digital. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion, serving individuals, pension plans, foundations, and corporate accounts. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, employing a diversified investment approach that includes both long- and short-term strategies.

David Zinreich is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Black Diamond Financial, LLC since 2013 and also operates Zinreich Equities. Black Diamond Financial, LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm focuses on asset allocation and low-cost, tax-efficient, index-based strategies, supplementing public market exposure with institutional-quality private investments when appropriate.

Dovid Price is a CFP® and Series 66 licensed advisor with six years of industry experience. He currently works at Glass Jacobson Wealth Advisors and previously held roles at Mercer Global Advisors, DP Financial, and LPL Financial, among others. Outside of his advisory work, he provides financial consulting and management services to a speech therapy company. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a holistic, household-level investment approach overseen by an investment committee and utilizes a range of investment vehicles including mutual funds, ETFs, and alternative fixed-income products.

Robert Tobin is a financial advisor at Black Diamond Financial, LLC with one year of industry experience. He previously worked at Persimmon Capital Partners for 11 years. Outside of his advisory role, Mr. Tobin serves on the boards of the Kevin E. Reichardt Foundation, a nonprofit providing scholarships to student-athletes, and two software companies, Saleswarp, Inc. and Redpoint Global, Inc. Black Diamond Financial advises individuals, pension plans, trusts, and other 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.

Joseph Manfredi is a financial advisor with Baltimore-Washington Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has worked at Baltimore-Washington Financial Advisors since 2015, following prior roles at Wells Fargo Clearing and UBS Financial Services. Baltimore-Washington Financial Advisors serves individuals, families, trusts, estates, foundations, and non-profit organizations with fee-only wealth management services, including financial planning, portfolio management, integrated tax services, and business services. The firm uses a team-based, holistic approach to align investment strategies with client goals and tax situations, supported by a weekly Investment Committee and detailed service tiers.

Richard Osikowicz is a CFP® professional with 28 years of industry experience. He is currently with Glass Jacobson Wealth Advisors, part of Mercer Global Advisors since 2025, and has previously worked at Triad Advisors and PNC Capital Advisors. Outside of finance, he operates a photography business offering portrait and event photography services. Glass Jacobson Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and investment advisory services, supplemented by integrated offerings such as tax preparation, accounting, business consulting, and litigation support.

Isaiah Byrd Braxton is a financial advisor at Passive Capital Management, LLC in Baltimore, MD. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at AllianceBernstein and the Cystic Fibrosis Foundation. Passive Capital Management, LLC manages nearly $1 billion in client assets and serves individuals, business entities, pension plans, and charitable organizations. The firm employs a passive, asset-allocation investment approach, primarily using index mutual funds and ETFs, and offers discretionary and non-discretionary portfolio management alongside ERISA 3(21) retirement plan advisory services.

Michael Lightfield is a financial advisor at Horter Investment Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and is the owner of Lightfield Wealth Management, where he provides financial planning and investment advice. Additionally, he manages Columbia Tax Advisory Group, LLC, a tax and accounting firm. Horter Investment Management offers investment advisory and financial planning services primarily to individual and high-net-worth clients, utilizing an Investment Committee-driven multi-manager approach with discretionary and non-discretionary portfolio management options.

Kimberly Silvestri is a financial advisor at Berman McAleer with 19 years of industry experience. She holds the Series 66 designation and previously worked at Kestra Advisory and Kestra Investment Services, LLC. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, businesses, trusts, estates, and retirement plans. The firm employs a discovery-based planning process and manages portfolios across long-term equity, short-term fixed income, and intermediate alternative segments, combining fundamental and quantitative research techniques.

Ryan Herbert is a financial advisor with Prostatis Financial Advisors Group in Hanover, MD, holding a Series 66 designation and 17 years of industry experience. He has worked at Peak Brokerage Services LLC and TCM Securities, Inc., and has been with Prostatis Financial Advisors since 2008. Prostatis Financial Advisors Group manages approximately $509 million in client assets through a multi-team of 18 advisors, serving individual, high-net-worth, and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services.

Brandon Oliver is a financial advisor with Oliver Wealth Management in Towson, MD, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms, including Hayden Royal LLC and American Wealth Management, Inc. Oliver is also a licensed insurance professional, dedicating approximately 10% of his business time to this activity. 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 long-term investment approach combining fundamental and technical analysis, tailoring portfolios to clients’ goals and risk tolerance.

Christina White is a CFP® professional with 17 years of industry experience. She is currently with Kilter Group and has previously worked at firms including Beacon Pointe Advisors and VOYA Financial Advisors. In addition to her advisory role, she is licensed as an insurance agent with Beacon Pointe Insurance Services. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension-plan sponsors. The firm employs a top-down, macro tactical asset-allocation strategy and integrates technology-enabled tools, offering discretionary and non-discretionary portfolio management alongside estate-planning and pension consulting services.

Gavin Walter is a CFP® and holds a Series 65 license with Williams Asset Management, where he has worked for two years in total, including a prior tenure before rejoining the firm. He has one year of experience at Commonwealth Financial Network and four years associated with the University of Maryland College Park in a non-advisory capacity. Williams Asset Management serves individuals, high-net-worth clients, and charitable organizations by providing discretionary investment management, wealth management, and financial planning. The firm utilizes a combination of fundamental, quantitative, Modern Portfolio Theory, and technical analysis along with long-term trading and options strategies to tailor portfolios according to client risk profiles and time horizons.

Peter Geier is a CFP® professional with one year of industry experience, currently serving at Financial Consulate in Baltimore, MD. His prior roles include positions at Greenspring Associates and Towson University. Financial Consulate serves individuals, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management, integrating tax and accounting services alongside retirement-plan consulting. The firm’s investment approach combines tactical asset allocation with fundamental and macroeconomic analysis, emphasizing capital preservation and adaptive positioning.

Jeffrey Fountain is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Passive Capital Management, LLC since 2018. Prior to this, he worked at MML Investors Services and MassMutual from 2015 to 2018. In addition to his advisory role, he is involved as a sales agent in life, health, group life, group health, disability income, fixed annuities, and long-term care insurance. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors and serves individuals, business entities, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment strategy focused on index mutual funds and ETFs, providing discretionary and non-discretionary management with regular rebalancing and performance measurement.

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.