Christopher O’Shea is a CFP® professional with 23 years of industry experience and has been with The Financial Consulate since 2013. He holds a Series 63 license and is based in Fallston, MD. The Financial Consulate serves individuals, including high-net-worth clients, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management. The firm integrates tax and accounting services with a “Risk Opportunity Investing” approach that combines tactical asset allocation and multi-faceted analysis to emphasize capital preservation and adaptive portfolio positioning.

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 44 years of industry experience, currently serving as President and Chief Marketing Officer at The L. Warner Companies, Inc. He has held roles with M Holdings Securities, United Brokerage Services, and Woodbury Financial Services. Spivey also serves on the finance committee of Timonium Methodist Church. The L. Warner Companies provides discretionary investment management and financial planning primarily to high-net-worth individuals and related entities, as well as consulting and administration services to corporations and non-profits. The firm employs a fundamental analysis-driven investment approach with broadly diversified portfolios and integrates multiple third-party platforms and fiduciary 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 32 years of industry experience. He has been with The L. Warner Companies, Inc. since 1994 and also associated with M Holdings Securities, Inc. for 20 years. Killinger serves as Chairman of the Investment Committee for the Barnett-Searing National Cancer Foundation and is a member of the Board of Trustees for Trinity School. He also participates on the finance committee of the Carson Scholar’s Fund and acts as an independent trustee for a charitable trust. The L. Warner Companies provides discretionary investment management and financial planning primarily to high-net-worth individuals, trusts, estates, and pension plans, while also offering consulting and administration services to corporations and non-profits. The firm utilizes a fundamental analysis-driven investment process with broadly diversified portfolios and integrates multiple third-party platforms and 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.

Quinn Sutker is a financial advisor with The Kelly Group in Bel Air, MD, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining The Kelly Group, he worked at InFocus Financial Advisors and has academic experience from Salisbury University. The Kelly Group serves individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing over $1 billion in assets with a team of 15 advisors. The firm employs a team-based approach focused on diversified model portfolios, ongoing monitoring, and behavioral coaching to support long-term investment goals.

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 CERTIFIED FINANCIAL PLANNER™ professional with six years of industry experience. He is currently with Perspective Wealth Management and has prior work experience at The Junk Investment Group and Hayfields Country Club. Outside of advisory services, he is licensed as an insurance agent and is a member of a family investment LLC involved in real estate, NFTs, and stocks. Perspective Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, focusing on an objective-based investment 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 operates a wrap-fee program with discretionary and non-discretionary advisory relationships.

Michael Scherer is a financial advisor with EquityCompass Investment Management, LLC, holding a Series 65 credential and 18 years of industry experience. He has worked at Choice Financial Partners since 2008 and previously spent three years at Stifel. 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 create focused, generally equal-weighted strategies across multiple asset classes.

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.

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.

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.