Benjamin Waller is a CFP®, CFA®, and holds a Series 65 license, with 17 years of experience in financial advising. He has been with WBH Advisory, Inc. since 2009, where he is part of an 11-advisor team based in Baltimore, MD. WBH Advisory is a SEC-registered, multi-advisor wealth management firm managing approximately $1.74 billion for individual, trust, retirement-plan, nonprofit, and corporate clients. The firm offers discretionary portfolio management along with financial, estate, and income tax planning, utilizing fundamental equity analysis and a mix of securities with a longer-term investment approach. WBH integrates technology platforms for client reporting and portfolio management and is notable for combining financial advisory services with optional legal and accounting services provided by its principal.

Matthew Hess is a CFP® professional affiliated with Berman McAleer and has two years of industry experience. Prior to joining Berman McAleer, he worked at Kestra Advisory and Williams Asset Management. His work history also includes roles outside the financial industry, such as time at Fenwick Crab House and Transportation Management Services. Berman McAleer offers holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm uses a research-driven investment process that segments portfolios into long-term equity, short-term fixed income, and intermediate alternatives, with discretionary asset management guided by an Investment Committee and individual advisors.

Carol Ashmen is a financial advisor with Wealthcare Capital Partners, LLC, holding a Series 65 designation and bringing 37 years of industry experience. Her prior work includes long tenures at Atlantic Financial Services, Inc., Atlantic Securities Associates, Inc., and Atlantic Securities, Inc. She is also registered as an insurance agent and registered representative with M.S. Howells & Co, where she implements insurance recommendations. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm’s investment process is goals-based and incorporates a patented, web-based planning platform alongside evidence-based manager selection and behavioral-economics tools to align strategies with client preferences.

Chahat Kumari is a financial advisor at Black Diamond Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Black Diamond Financial, Kumari held various roles at Loyola University Maryland and other organizations. Black Diamond Financial, LLC advises individuals, pension plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and low-cost, tax-efficient, index-based strategies, supplemented by institutional-quality private investments when appropriate.

Patrick Monaghan IV is a financial advisor with Berman McAleer in Timonium, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Kestra Advisory and Kestra Investment Services, LLC for over two decades. Outside of advising, Monaghan serves as a volunteer board member for Prospect Hill Cemetery of Towson, Inc. Berman McAleer provides holistic financial planning and discretionary portfolio management services to individuals, business entities, trusts, estates, and retirement plans. The firm’s investment approach integrates fundamental and quantitative analysis, structuring client portfolios across long-term equity, short-term fixed income, and intermediate alternative segments.

Brigitte Strobl is a CFP® and holds a Series 65 license with three years of industry experience. She has been with Black Diamond Financial, LLC since 2019 and previously worked at Palmetto, Mollo, Molinaro & Passerello, LLP. Black Diamond Financial, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business 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.

John McAleer IV is a CFP® with 37 years of experience in the financial industry. He is currently with Berman McAleer, a team of 13 advisors, and previously worked at Kestra Advisory Services and Kestra Investment Services for nine years. Outside of his advisory role, McAleer serves on the board of the Keen Foundation, providing guidance on philanthropic giving. Berman McAleer offers holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm employs a structured investment approach divided into long-term equity, short-term fixed income, and intermediate alternatives, combining fundamental and quantitative research to implement client-specific allocations.

Christine Schmitz is a financial advisor at Glass Jacobson Wealth Advisors with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with MA Brokerage Solutions and OSAIC. She was with Glass Jacobson Investment Advisors, LLC and Triad Advisors, Inc. for over two decades. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, and various institutional clients including retirement plans, trusts, and charitable organizations. The firm employs a comprehensive household-level investment approach overseen by a quarterly meeting investment committee and offers a range of portfolio management and financial planning services.

Andrew Knachel is a financial advisor at Oliver Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at GE Aerospace and Seventy2 Capital. Outside of finance, he has been involved with the Washington District Football Officials Association. Oliver Wealth Management is an SEC-registered advisory firm managing approximately $297.6 million for individuals, high-net-worth clients, corporations, trusts, and estates. The firm offers wealth management, financial planning, and a Participant Account Management service that actively manages held-away retirement and HSA accounts using a third-party platform, employing a customized investment approach with a range of securities and quarterly portfolio monitoring.

Thomas Arasz is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at The Marshall Financial Group LLC since 2025 and previously gained experience at Bmore Financially Fit, LLC and Your Financial Pharmacist. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by offering portfolio management, investment analysis, and comprehensive planning services. The firm creates individualized portfolios based on client risk tolerance and objectives, utilizing both discretionary and non-discretionary management along with held-away asset monitoring and educational seminars.

David Feeley is a CFP® professional with five years of experience in the financial services industry. He is currently with Red Oak Financial Group and LPL Financial LLC, roles he has held since 2021. Prior to this, he worked at DJF, Inc. from 2013 to 2020. Feeley provides administrative support to Red Oak Financial Group. Red Oak Financial Group offers 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 employs proprietary model portfolios primarily consisting of ETFs and mutual funds with a generally long-term orientation.

Alexander Gersh is a financial advisor at Cornerstone Advisory with a Series 65 credential and one year of industry experience. Before joining Cornerstone Advisory, he worked at Sinclair Broadcast Group in various roles from 2019 to 2026 and previously at Diane Lebedeff D.P.M. from 2015 to 2019. Cornerstone Advisory offers 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 applies a planning-first approach, combining traditional and alternative investments, and manages approximately $2.25 billion in discretionary assets.

Samuel Heroux is a financial advisor at SC&H Wealth with four years of industry experience and holds a Series 65 designation. He has been with SC&H Financial Advisors, Inc. since 2015. In addition to his advisory role, he provides tax planning and accounting services as an enrolled agent. SC&H Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses a planning-driven, team-based approach that integrates tax and estate considerations into portfolio management, primarily utilizing mutual funds and ETFs with periodic reviews.

David Travis is a CFP® professional with 29 years of experience in the financial services industry. He has worked with Financial Council, LLC since 2023 and previously held roles at Commonwealth Financial Network and Financial Council, Inc. Outside of advising, he has been involved in tax preparation. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations primarily through model-based asset allocation strategies. The firm emphasizes regular portfolio reviews and manages client accounts with discretion over rebalancing and fund selection.

Kellie Walter is a financial advisor at SC&H Wealth with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at SC&H Financial Advisors, Inc. since 2005, following eight years at Triad Advisors, Inc. She is also involved with SC&H Group, the parent company of SC&H Financial Advisors, which organizes corporate, social, and community service activities for employees. SC&H Wealth is a multi-team 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 incorporates tax and estate considerations into portfolio construction and monitoring.

Donna Zidwick is a financial advisor with Harvest Investment Consultants LLC in Hunt Valley, MD, holding Series 65 and Series 66 licenses and 10 years of industry experience. She has been with Harvest Investment Consultants since 1991. Outside of advisory services, she is also licensed as an insurance agent. Harvest Investment Consultants provides fee-based portfolio management and consulting to individuals and institutional sponsors, focusing on risk management and absolute-return strategies across a range of asset classes.

Patrick Jones is a financial advisor at Marathon Capital Management with 24 years of industry experience. He previously worked at Stifel, Nicolaus & Company, Incorporated for 18 years before joining Marathon in 2023. Jones holds Series 63 and Series 65 licenses. 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 based on growth at a reasonable price (GARP) principles and manages client accounts on a discretionary basis.

Craig Diamond is a financial advisor with Chapin Davis in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Chapin Davis since 2009. Outside of advisory work, he is involved as an independent contractor with Chapin Davis Insurance, Inc., where he sells variable and fixed insurance products. 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 variety of investment strategies, serving clients through a multi-advisor team.

Timothy Truss is a financial advisor with The L. Warner Companies, Inc. in Timonium, MD, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with The L. Warner Companies and M Holdings Securities since 2009. Outside of his advisory role, he is the owner of Skipekey LLC, an entity used for estate planning purposes. The L. Warner Companies serves high-net-worth individuals, trusts, estates, retirement plans, corporations, non-profits, and other business entities by providing financial planning, investment management, and consulting services. The firm manages diversified portfolios with a fundamental research approach and offers fiduciary plan services, leveraging both internal resources and third-party manager programs.

John Ciccarone is a financial advisor at WBH Advisory, Inc. with 33 years of industry experience. He holds a Series 65 designation and has been associated with Wagner Capital Management Corp since 1992. 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 that combine equities, fixed income, mutual funds, and ETFs, emphasizing long-term equity holdings supported by fundamental analysis and cyclical allocation or bond laddering when appropriate.