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.

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.

Jonathon De Feo is a CFP® with nine years of experience in financial services. He currently works at Elite Income Advisors, Inc. and previously held roles at LPL Financial LLC, Compton Financial Group, Bank of America, and Merrill Lynch. Outside of his advisory work, he is involved in insurance sales through Retirement Planning Services, Inc. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, and estates by providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm utilizes model portfolios from third-party providers and offers client education and workshops for retirement plan participants.

Brian Mc Kinney is a CFP® professional with nine years of industry experience, currently serving at Williams Asset Management in Columbia, MD. He has been with the firm since 2016. Outside of his advisory role, he owns BSM Partners Inc., a private entity related to securities, advisory, and insurance business. Williams Asset Management provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental, quantitative, and technical analysis to construct portfolios tailored to client risk tolerances and time horizons.

Brennan Dunn is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Indivisible Partners. He previously worked for RBC Wealth Management for 11 years. Outside of his advisory role, he occasionally works on weekends in food preparation and service for Bill's Seafood's catering division. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with discretionary and non-discretionary portfolio management, financial planning, and third-party investment manager selection. The firm uses a strategic asset allocation framework and offers a range of active, passive, and blended investment approaches tailored to client risk profiles, including access to private and semi-liquid alternative investments for eligible clients.

Tyler Kluge is a CFP® professional with eight years of industry experience, currently serving as an advisor at Baltimore-Washington Financial Advisors. He has been with the firm since 2016, working in various roles within the organization. Baltimore-Washington Financial Advisors is a fee-only wealth management firm that serves individuals, families, trusts, estates, foundations, and non-profit organizations. The firm employs a team-based, holistic approach combining financial planning, portfolio management, tax services, and business advisory to align investment strategies with clients’ goals and tax situations.

Brian Canet is a financial advisor at Prostatis Financial Advisors Group in Hanover, MD, holding a Series 65 designation with seven years of industry experience. He has been with Prostatis Group LLC since 2018 and previously worked at Howard County Community College from 2013 to 2017. Prostatis Financial Advisors Group serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $509 million in assets through a multi-team approach, offering discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services with a focus on tactical asset allocation and sector rotation.

George Ingram III is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. He previously worked at Triad Advisors, Glass Jacobson Wealth Advisors, and TIAA-CREF. Outside of his advisory role, he owns two rental properties in Wilmington, NC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax-managed strategies.

Thad Ismart is a Certified Financial Planner® with 18 years of industry experience, currently serving as an advisor at Baltimore-Washington Financial Advisors since 2013. He holds Series 63 and Series 66 licenses. 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 a weekly committee and integrates financial planning with tax and investment services to support a diverse client base through scalable, standardized processes.

Lawrence Leitch is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with SFG Wealth Management since 2016 and has also been affiliated with LPL Financial since 2005. Outside of his advisory roles, he acts as a broker for various non-variable insurance products from multiple carriers. SFG Wealth Management serves individual and high-net-worth clients as well as institutional entities, offering portfolio management, financial planning, retirement plan consulting, and access to multiple advisory programs. The firm employs a fiduciary, client-focused process with a disciplined fixed-income approach and utilizes a range of investment vehicles and model portfolios.

John Hauserman is a CFP® with 33 years of industry experience. He has worked at Financial Council, LLC since 2023 and previously spent 17 years at Commonwealth Financial Network and 27 years at Financial Council Asset Management. He is also President and CEO of Retirement Journey, Inc., a securities, advisory, and insurance business. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm uses model asset allocation strategies and offers retirement-plan rollover advice and periodic account reviews.

Greg Pyne is a financial advisor at Red Oak Financial Group with one year of industry experience. He holds a Series 65 designation. Prior to joining Red Oak, he worked for UPS for 26 years. Outside of his advisory role, he is the owner of Hunt Valley Solutions, LLC, an IT development and support business for small companies. Red Oak Financial Group provides 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 serves over 1,000 client relationships using proprietary model portfolios primarily composed of ETFs and mutual funds.

James Halle is a financial advisor at Chapin Davis with 33 years of industry experience. He has been with Chapin Davis since 1992 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a director of Slade Inc. and is involved with a family holding company trust. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts. The firm manages approximately $539 million in assets across several hundred client relationships using a combination of fundamental and technical analysis, asset-allocation strategies, and model portfolios.

Tucker Dunn is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Armstrong Dixon and has previously worked at LPL Financial, FourStar Wealth Advisors, and Fieldstone Financial Management Group. He provides investment advisory services through Armstrong Dixon, an independent firm where he is part of a six-advisor team. Armstrong Dixon delivers discretionary investment management and financial planning to individuals, high-net-worth families, charitable organizations, small business owners, and retirement plan sponsors. The firm employs a strategic global asset allocation approach combining active and passive strategies, third-party research, and risk management, overseeing approximately $447.5 million in assets across about 290 client relationships.

William Cevallos is a CFA® charterholder with seven years of industry experience. He has worked at Jemma Financial Services since 2019 and spent 22 years at PNC Bank prior to that. Jemma Financial Services is a team of five advisors managing approximately $140 million for individual investors, pension plans, and charities. The firm offers discretionary portfolio management through five risk-targeted model portfolios and integrates financial planning within its services, using quantitative and qualitative criteria to select ETFs and mutual funds.

William Sokol is a financial advisor at SFG Wealth Management with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, M Holdings Securities, and The L. Warner Companies. SFG Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary, client-focused process that integrates multiple analytical methods and a disciplined fixed-income approach.

Prashant Sabapathi is a financial advisor with Elite Income Advisors, Inc. in Ellicott City, MD, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Elite Income Advisors since 2017 and previously held roles at Investment Advisors Corp and Broker Dealer Financial Services Corp. Sabapathi is also involved in insurance sales and service through Retirement Planning Services, Inc. Elite Income Advisors serves individual clients—including high-net-worth households—retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers broad financial planning, discretionary portfolio management using model portfolios and sub-advisers, and emphasizes participant education and communications for retirement plans.

Konner Munn is a financial advisor at Elite Income Advisors, Inc. with two years of industry experience. He holds the Series 65 and Series 63 credentials and previously worked at Fidelity Investments and Fidelity Brokerage Services, LLC. Elite Income Advisors serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates by providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses model portfolios from third-party providers and offers participant education and employee communications for retirement plan clients.

Robert Compton Jr. is a financial advisor with Red Oak Financial Group, holding a Series 65 designation and bringing 47 years of industry experience. He has worked with Compton Financial Group, LLC since 2006 and LPL Financial since 2005. Compton serves as a board member of Jarrettsville Federal Savings Bank. Red Oak Financial Group provides 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 across over 1,000 client relationships, employing proprietary ETF- and mutual fund-based model portfolios with a focus on long-term strategies complemented by fundamental and technical analysis.

Benjamin Waller is a CFP®, CFA®, and Series 65-licensed financial advisor with 17 years of industry experience. He has been with WBH Advisory, Inc. since 2009. WBH Advisory is a 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 alongside financial, estate, and income tax planning, using fundamental equity analysis and a combination of individual securities, mutual funds, and ETFs with a long-term investment approach.