Seth Jones is a financial advisor at Indivisible Partners with three years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets. His background includes multiple roles at St. Mary's College of Maryland and community involvement with the St. Mary's County NAACP. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm employs a strategic asset allocation framework and offers both discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment strategies including third-party managers and tax-aware approaches.

Joseph Mc Carthy is a CFP® and ChFC® credentialed financial advisor at Glass Jacobson Wealth Advisors with 10 years of industry experience. His prior roles include positions at Mercer Global Advisors, UBS Financial Services, Financial Engines Advisors, and Edelman Financial Services. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, and various types of retirement plans, trusts, estates, and charitable organizations. The firm uses a household-level investment approach overseen by a quarterly meeting investment committee and offers discretionary and non-discretionary portfolio management along with comprehensive financial planning and ERISA retirement plan consulting.

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.

Andrew Bruns is a CFP® professional at Berman McAleer with five years of experience in the financial industry. Prior to joining Berman McAleer in 2021, he worked at Academy Financial and Planning Solutions Group. He also has experience in education, having taught at Towson University and Loyola Blakefield. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm uses a discovery-based planning process and manages portfolios across equity, fixed income, and alternative segments through an investment committee.

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.

Jonathon De Feo is a CFP® with nine years of experience in financial services. He currently works at Elite Income Advisors, Inc. and previously held roles at LPL Financial LLC, Compton Financial Group, Bank of America, and Merrill Lynch. Outside of his advisory work, he is involved in insurance sales through Retirement Planning Services, Inc. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, and estates by providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm utilizes model portfolios from third-party providers and offers client education and workshops for retirement plan participants.

Brian Mc Kinney is a CFP® professional with nine years of industry experience, currently serving at Williams Asset Management in Columbia, MD. He has been with the firm since 2016. Outside of his advisory role, he owns BSM Partners Inc., a private entity related to securities, advisory, and insurance business. 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 combination of fundamental, quantitative, and technical analysis to construct portfolios tailored to client risk tolerances and time horizons.

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.

Brian Canet is a financial advisor at Prostatis Financial Advisors Group in Hanover, MD, holding a Series 65 designation with seven years of industry experience. He has been with Prostatis Group LLC since 2018 and previously worked at Howard County Community College from 2013 to 2017. Prostatis Financial Advisors Group serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $509 million in assets through a multi-team approach, offering discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services with a focus on tactical asset allocation and sector rotation.

George Ingram III is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. He previously worked at Triad Advisors, Glass Jacobson Wealth Advisors, and TIAA-CREF. Outside of his advisory role, he owns two rental properties in Wilmington, NC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax-managed 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.

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. Prior to joining Red Oak, he worked for UPS for 26 years. Outside of his advisory role, he is the owner of Hunt Valley Solutions, LLC, an IT development and support business for small companies. 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 serves over 1,000 client relationships using proprietary model portfolios primarily composed of ETFs and mutual funds.

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 with 22 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, high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary, client-focused process that integrates multiple analytical methods and a disciplined fixed-income approach.