Andrew Hasz is a financial advisor at The Marshall Financial Group LLC with four years of industry experience. He holds a Series 66 designation and has worked with firms including Purshe Kaplan Sterling Investments and IMPAQ International LLC. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by offering portfolio management, investment analysis, and planning services. The firm provides fee-based asset management with individualized portfolios based on client risk tolerance and objectives, utilizing third-party software and asset-allocation models.

Jaewon Lee is a CFP® professional with nine years of experience, currently serving as a financial advisor at SC&H Wealth since 2015. He also provides tax planning and accounting services as a Certified Public Accountant and is involved as a volunteer committee member with the Maryland Association of Certified Public Accountants (MACPA) Personal Financial Planning Committee. Additionally, Lee operates an independent business distributing Amway 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 CFP® professionals to deliver tailored financial planning and asset management strategies, primarily managing client accounts on a discretionary basis with mutual funds and ETFs.

Riley Ahlquist is a financial advisor at Advocate Investing Services with one year of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Equitable Advisors. Advocate Investing Services is a team of four advisors providing portfolio management, financial planning, pension consulting, and advisory services to individuals, charitable organizations, and businesses. The firm uses fundamental, technical, and cyclical analysis along with modern portfolio theory and incorporates derivatives and market-linked instruments within separately managed accounts.

Adam Murray is a CFP® professional with 13 years of industry experience. He is currently with Berman McAleer and previously worked at Kestra Advisory and Sei Investments. Berman McAleer serves individuals, business entities, trusts, estates, and retirement plans with holistic financial planning and discretionary portfolio management. The firm employs a discovery-based planning process and an Investment Committee that structures portfolios into long-term, short-term, and intermediate segments, combining fundamental and quantitative research in its management approach.

Jeffrey Goldman is a financial advisor at Chapin Davis with 31 years of industry experience. He has been with Chapin Davis since 1997. Outside of his advisory role, he occasionally drives for Lyft. 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 portfolio management strategies through a multi-advisor team.

Matthew Goette is a CFP® and CFA® with 18 years of industry experience. He is currently a financial advisor at Black Diamond Financial, LLC, where he has worked since 2007. In addition to his advisory role, he owns Callan Accounting CPAs & Advisors, LLC, providing accounting services and assisting clients with general financial and estate planning outside of investment-related matters. Black Diamond Financial, LLC serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined investment process focused on asset allocation and low-cost, tax-efficient, index-based strategies, while also managing private pooled funds and offering tailored financial planning and ERISA plan services.

Charles Kenny is a financial advisor with WBH Advisory, Inc. in Baltimore, MD, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Consero and teaching positions at the University of Maryland and Boys' Latin School of Maryland. WBH Advisory provides discretionary investment management and financial planning to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm tailors portfolios to client objectives and risk tolerance, combining equities, fixed income, mutual funds, and ETFs, with an emphasis on long-term equity holdings supported by fundamental analysis and cyclical allocation or bond laddering when appropriate.

Mary Braun is a financial advisor at Chapin Davis with 44 years of industry experience. She has been with Chapin Davis since 2008 and holds Series 63 and Series 65 licenses. In addition to her advisory role, she is involved in Chapin Davis Insurance, where she researches life, long-term care, and annuity products to meet clients' fixed product needs. 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 range of investment strategies through a multi-advisor team.

Daniel Strine is a financial advisor at Passive Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at T. Rowe Price, PNC Investments, and PNC Bank NA. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, retirement plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment approach using index mutual funds and ETFs, focusing on minimizing trading costs and taxes while providing discretionary portfolio management and financial planning services.

Susan Mitcheltree is a CFP® with 21 years of industry experience and currently serves as a financial advisor at Berman McAleer. Her prior experience includes nine years at Kestra Advisory and 15 years at Kestra Investment Services, LLC. She is a member of BMc Holdings LLC, where she is a passive investor. 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 implements portfolios using a combination of fundamental and quantitative analysis across equity, fixed income, and alternative segments.

Adam Ariosa is a CFP® professional with 17 years of industry experience. He has worked at SFG Wealth Management since 2016 and has been affiliated with LPL Financial since 2011. Outside of his advisory work, Ariosa serves as a lacrosse referee for local youth games. SFG Wealth Management serves individual and high-net-worth clients, trusts, retirement plans, and business entities, managing approximately $760 million in client assets through a team of advisors. The firm emphasizes asset allocation and diversified fixed-income strategies, employing both long-term and active trading techniques, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to third-party money managers.

Jonathan Farber is a financial advisor with Passive Capital Management, LLC in Baltimore, MD, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Passive Capital Management since 2006. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment approach using index mutual funds and ETFs, with portfolios managed primarily on a discretionary basis and periodic rebalancing.

Ryan Frank is a financial advisor at SC&H Wealth with 15 years of industry experience. He holds a Series 66 credential and has worked at Triad Advisors, Inc. and SC&H Financial Advisors. Frank is also a principal of SC&H Group, the parent company of SC&H Financial Advisors, where he manages and coordinates business activities. SC&H Wealth is a multi-team registered investment adviser with around 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 team-based, planning-driven approach that integrates tax and estate considerations into portfolio construction and monitoring.

Tyler Kang is a financial advisor at The Marshall Financial Group LLC with Series 66 and Series 63 registrations and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling, Bank of America, Merrill, and JPMorgan. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, investment analysis, and planning services through fee-based asset management. The firm uses third-party software and asset-allocation models to design individualized portfolios and offers both discretionary and non-discretionary management.

John Armstrong is a CFP® professional with 16 years of industry experience, currently serving at The Marshall Financial Group LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Pacer Financial, T. Rowe Price, and Campbell & Company. He is dually registered with Purshe Kaplan Sterling as a broker-dealer. The Marshall Financial Group LLC is a team-based registered investment adviser managing approximately $593 million in assets for individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm builds individualized portfolios using mutual funds, ETFs, and managed stock sleeves, employing asset-allocation models and third-party software to guide investment selection and risk management.

Angus Burton is a financial advisor with Marathon Capital Management in Hunt Valley, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Marathon Capital Management since 2006 and previously worked at RBC Dain Rauscher beginning in 2002. 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 with an explicit fiduciary stance on retirement rollovers.

Hugh Breslin IV is a CFP® professional with 18 years of experience in the financial services industry. He has worked with Armstrong Dixon and LPL Financial LLC since 2016. Armstrong Dixon provides discretionary investment management and financial planning to individuals, high-net-worth families, charitable organizations, small business owners, and retirement plan sponsors. The firm uses a strategic, global asset allocation approach combining active and passive strategies, third-party research, and risk-management metrics, managing approximately $447.5 million in assets for about 290 client relationships.

Dawn Weber is a financial advisor at Chapin Davis with 18 years of industry experience. She holds the Series 66 designation and previously worked at Katzen Eye Group for five years before joining Chapin Davis in 2021. Chapin Davis serves individuals, trusts, retirement plans, corporations, and institutions with investment management, financial planning, and advisory consulting, offering both discretionary and non-discretionary services through a range of wrap programs and access to third-party managers. The firm combines advisor-led portfolio management with third-party research and custodial reporting, operating as both an SEC-registered investment adviser and a registered broker-dealer.

Michael Crabb is a CFP® professional with 18 years of experience in financial advising. He has worked at SFG Wealth Management since 2016 and has been associated with LPL Financial since 2012. Outside of his advisory role, he is also a commissioned notary. SFG Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary process with diverse analytical methods and a disciplined fixed-income strategy, providing a range of investment options including mutual funds, ETFs, options, and algorithmic models.

Joshua Mason is a CFP® professional with 20 years of experience in financial advisory services. He is currently with WBH Advisory, Inc., where he has worked since 2021. Prior to that, he spent 14 years at Pinnacle Advisory Group, Inc. and briefly worked at Congress Wealth Management LLC in 2021. WBH Advisory, Inc. provides discretionary investment management and financial planning to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm’s approach includes tailored portfolios that combine equities, fixed-income securities, mutual funds, and ETFs, supported by fundamental analysis and cyclical allocation or bond laddering when appropriate.