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.

Thomas Cusick is a Certified Financial Planner® with nine years of industry experience. He has been with The Kelly Group since 2017, with prior roles at Cambridge Investment Research and AXA Advisors LLC. Cusick serves as an officer for the Financial Planning Association of Maryland, contributing to the development of educational programming. The Kelly Group is a team of 15 advisors managing approximately $1.13 billion in assets for a diverse client base, including individuals, families, nonprofits, and corporations. The firm employs a team-based approach with CFP® professionals, utilizing diversified model portfolios and behavioral coaching to support long-term investment objectives.

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.

Stephanie Waskey is a financial advisor with Aegis Wealth Management, Inc., holding a Series 65 designation and beginning her advisory career in 2026. She has prior experience with Harford Wealth Group Inc. and has also worked as a substitute teacher with Harford County Public Schools. Outside of advising, she has administrative responsibilities with Harford Life Group Inc., an insurance agency. Aegis Wealth Management serves individual investors, including high-net-worth clients, as well as institutions and retirement plans, providing financial planning, retirement and education savings analysis, and discretionary portfolio management. The firm uses a multi-team advisor structure and primarily implements portfolios through third-party sub-advisers and model portfolios.

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.

Nicholas West is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Dew Wealth Management and previously held roles at Jacob William Advisory, Network Management Inc., and S&L Prime. Outside of advising, he is also an insurance agent, maintaining a license for insurance consulting and trail commissions. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator services.

Mark Pallack is an advisor at Harvest Investment Consultants LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Eagle Strategies and New York Life insurance company. In addition to his advisory role, he brokers outside insurance products through Harvest Insurance, Inc. Harvest Investment Consultants provides fee-based portfolio management and consulting to individuals, high-net-worth clients, and institutional sponsors. The firm focuses on risk management and absolute-return strategies, offering modular financial planning services alongside active portfolio management.

Ryan Schoppert is a financial advisor at SC&H Wealth with one year of industry experience. He holds the Series 65 designation and has worked at SC&H Group, Inc. since 2020. His prior roles include positions at French, Shepley & Strong, LLC, and Stevenson University. 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 using a team-based, planning-driven approach that integrates tax and estate considerations into asset allocation and monitoring.

Clifford Athey is a financial advisor at Marathon Capital Management with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Marathon since 2015. Marathon Capital Management is a discretionary investment adviser serving high-net-worth individuals, trusts, estates, and charitable organizations. The firm manages approximately $790 million across about 281 clients, focusing on a long-term growth-at-a-reasonable-price (GARP) investment philosophy with individualized discretionary portfolio management.

Stephen Baird is a CFP® with 19 years of industry experience, currently serving at Jemma Financial Services. He has held roles at several firms including Harborside Sales Group, LLC and Foreside Fund Services, LLC. In addition to his advisory work, he is a board member of the MECP2 Duplication Foundation, a public charity that supports families and furthers research. Jemma Financial Services advises individuals, pension plans, and charities, managing approximately $140 million across five advisors. The firm offers discretionary portfolio management based on five risk-targeted model portfolios, integrates financial planning using MoneyGuidePro, and employs quantitative and qualitative screening with daily model monitoring.