Edward Hart is a financial advisor at Marathon Capital Management with five years of industry experience. He holds a Series 65 designation and previously worked at Tufton Capital Management, LLC for eight years. Marathon Capital Management provides discretionary portfolio management and integrated financial planning to high-net-worth individuals, trusts, estates, and charitable organizations. The firm follows a long-term, buy-and-hold investment approach focused on growth at a reasonable price, managing client accounts on a discretionary basis with regular portfolio reviews and a fiduciary stance on retirement rollovers.

Callie Brooks is a CFP® professional at &Wealth Partners in Baltimore, MD, with three years of industry experience. Prior to joining &Wealth Partners, she worked at Comerica Bank and Wells Fargo Bank, N.A., among other roles. &Wealth Partners provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios primarily through independent investment managers and exchange-traded funds, applying fundamental analysis with ongoing monitoring and formal reviews.

Thomas Johnson is a financial advisor with Global Brokerage Services, Inc. in Hunt Valley, MD, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He has been with Global Brokerage Services since 1994 and also provides accounting and tax preparation services for individual and business clients through Johnson & Sweigart. Global Brokerage Services serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account offerings. The firm operates on a non-discretionary basis and combines third-party sub-managers and model portfolios, supported by a six-advisor team and custodial relationships with Hilltop Securities and Envestnet.

Andrew Polcari is a financial advisor at SC&H Wealth in Hunt Valley, MD, holding a Series 65 designation with one year of industry experience. His prior work includes roles outside the financial industry, such as at Wave Riding School and Maryland Athletics. SC&H Wealth is a multi-team registered investment adviser managing approximately $1.23 billion in assets, serving individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs a team-based, planning-driven approach integrating tax and estate considerations, with portfolios primarily constructed from mutual funds and ETFs.

Michael Lavina is a financial advisor at Cornerstone Advisory with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Advisory since 2015. He also serves as Chief Operating Officer of Outcome Driven Strategies. 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 and manages a diverse investable universe that includes traditional and alternative assets, while overseeing third-party managers and acting as advisor and manager to private pooled funds.

Joel Hosner is a CFP® professional with three years of industry experience. He is currently with WBH Advisory, Inc. in Baltimore, MD, where he has worked since 2023. Prior to joining WBH Advisory, he held roles at Lynx Investment Advisory, LLC, RSD Financial, and the Financial Planning Association. Before entering financial advisory, he worked for six years with Baltimore City Public Schools. WBH Advisory provides discretionary investment management and financial planning services to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm offers tailored portfolios combining equities, fixed income, mutual funds, and ETFs, with a focus on long-term equity holdings supported by fundamental analysis and other strategies.

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.

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®-certified financial advisor with seven years of industry experience. He is currently with Financial Council, LLC and has previously worked at Commonwealth Financial Network and Financial Council Asset Management Inc. Outside of advisory services, he is involved in fixed insurance sales. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs model asset allocation strategies primarily using mutual funds and conducts regular portfolio reviews.

Jason Simmons is a financial advisor with Red Oak Financial Group in Towson, MD, holding Series 63, Series 65, and Series 66 designations and bringing 22 years of industry experience. His prior work includes roles at LPL Financial, Prudential Financial Planning Services, and APG Federal Credit Union. Simmons provides investment advisory services through Red Oak Financial Group, an independent investment advisor firm. Red Oak Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and qualified retirement plans, managing approximately $1.04 billion in assets across more than 1,000 client relationships. The firm employs proprietary model portfolios using ETFs and mutual funds with a long-term focus while allowing tactical adjustments, integrates fundamental and technical analysis, and offers ERISA 3(21) and 3(38) retirement plan services through an affiliated third-party administrator.

Max Pflugrad is a Series 65-licensed financial advisor with Baltimore-Washington Financial Advisors, where he has worked since 2021. He has three years of industry experience and previously worked at Towson University and Calvert Hall High School. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs a model portfolio investment approach overseen by an investment committee and integrates financial planning with tax advisory and business-related services to a large client base through standardized, scalable processes.

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.

Matthew Smiler is a ChFC® credentialed financial advisor with six years of industry experience. He has worked at Baltimore-Washington Financial Advisors since 2019 and previously at Katzabosch from 2012 to 2019. He is based in Columbia, MD. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm focuses on model portfolio strategies overseen by a weekly investment committee, emphasizing diversified allocations and long-term capital growth, while integrating tax considerations into financial planning and portfolio management.

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 Series 65 credentialed advisor with three years of industry experience. He currently serves as Chief Investment Officer of Stansberry Asset Management, an SEC-registered investment advisor, and has prior experience at D.F. Dent & Company. Root is based in Towson, MD. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and participating in third-party asset management programs. The firm combines top-down macro analysis with fundamental bottom-up research to pursue a value-oriented allocation across global equities and credit, including strategies such as special situations and distressed investments.

Joseph Caputo is a CFP® certificant with 18 years of industry experience. He has been with Baltimore-Washington Financial Advisors since 2012. The firm serves individuals, families, trusts, estates, foundations, and nonprofit organizations with fee-only wealth management, offering financial planning, portfolio management, integrated tax services, and business services. Baltimore-Washington Financial Advisors operates a team-based, holistic model that integrates investment strategies with clients’ goals and tax situations, supported by an Investment Committee and specialized services such as retirement planning using Monte Carlo analysis.

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.