Clint Clifford is a financial advisor at Prasad Wealth Partners with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Prasad Wealth Partners provides personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm focuses on customized planning and fundamental analysis with a long-term orientation, employing a range of investment vehicles including mutual funds, ETFs, equities, and derivatives when appropriate.

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.

Katharine Dudley is a financial advisor at Jemma Financial Services in Baltimore, MD, holding Series 65 and Series 63 licenses with five years of industry experience. She has previously worked at Becket Hitch, LLC and J. Hillburn Consultant. Dudley also serves as operations manager at JFS Advisory, a registered investment adviser. Jemma Financial Services advises individual and institutional clients, managing approximately $140 million across five advisors. The firm employs discretionary portfolio management through risk-targeted model portfolios combined with integrated financial planning, using quantitative and qualitative analysis to select investments primarily composed of ETFs and mutual funds.

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.

David Trossman is a financial advisor at Passive Capital Management, LLC in Baltimore, MD, holding the CFP®, CFA®, and Series 63 designations with 17 years of industry experience. He has been with Passive Capital Management since 2015. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, pension plans, and charitable organizations. The firm employs a passive, asset-allocation driven approach using index mutual funds and ETFs to minimize costs and taxes, offering discretionary investment management and retirement plan advisory services.

Roger Bair III is a CFP® professional with 27 years of industry experience, currently serving at Financial Consulate since 2008. He holds Series 63 and Series 65 licenses and works from Westminster, MD. Financial Consulate serves individuals, including high-net-worth clients, retirement plan sponsors and participants, and institutional clients with comprehensive financial planning, investment management, and retirement plan consulting. The firm integrates tax and accounting services with its advisory offerings and follows a proprietary “Risk Opportunity Investing” approach that combines active tactical asset allocation with fundamental and macroeconomic analysis.

Robert Willen is a CFA® charterholder with 25 years of industry experience. He has been with Wagner Bowman Management Corp since 2000. Willen is based in Baltimore, MD, and holds the Series 65 license. He is a principal at WBH Advisory, Inc., a multi-team firm that provides discretionary investment management and financial planning to individuals, trusts, retirement plans, nonprofits, and business entities. The firm’s investment approach emphasizes long-term equity holdings supported by fundamental analysis and offers integrated legal and accounting services through its principal owner.

Melanie Hagan is a financial advisor at Berman McAleer with 21 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Kestra Advisory and Kestra Investment Services. Outside of her advisory role, she serves on the advisory board of the Cool Kids Campaign and is a member of the Board of Trustees at Maryvale Preparatory School. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans, managing approximately $1.82 billion on a discretionary basis. The firm’s investment process integrates fundamental and quantitative analysis and structures client portfolios into long-term equity, short-term fixed income, and intermediate alternatives segments.

Brett Holmes is a financial advisor at Berman McAleer with 14 years of industry experience. He holds the CFP® and CFA® designations as well as the Series 66 license. Prior to joining Berman McAleer in 2025, he spent nine years at Kestra Advisory and thirteen years at Kestra Investment Services, LLC. Holmes serves as president of the Loyola Blakefield Alumni Association, where he leads meetings and helps coordinate fundraising efforts for scholarships and school campaigns. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm’s investment approach includes a discovery-based planning process and an Investment Committee that structures portfolios across long-term equity, short-term fixed income, and intermediate alternative segments.

Joseph Plume Jr. is a financial advisor at Oliver Wealth Management with eight years of industry experience. He holds the Series 66 designation and has previously worked at The L. Warner Companies, Inc., Merrill, and the University of Baltimore. Oliver Wealth Management is an SEC-registered advisory firm that manages approximately $297.6 million on a discretionary basis for individuals, high-net-worth clients, corporations, trusts, and estates. The firm offers customized, primarily long-term portfolios using a variety of investment vehicles and actively manages held-away retirement and HSA accounts without taking custody.

Jeffrey Reynolds is a CFP® and Series 66-registered advisor with 15 years of industry experience. He is currently with Financial Council, LLC, where he has worked since 2023, following prior roles with Commonwealth Financial Network and Financial Council, Inc. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations, using model asset allocation strategies primarily based on mutual funds. The firm emphasizes a model-based approach with quarterly market commentary and regular portfolio reviews.

Alexander Roesner is a CFP® professional with seven years of industry experience. He currently works at Black Diamond Financial, LLC, where he has been since 2022. Prior to that, he was with Merrill and Bank of America N.A. from 2019 to 2022. Black Diamond Financial, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm emphasizes strategic asset allocation, low-cost index-based core exposures, and tax-aware portfolio construction, while also managing private pooled investment vehicles for accredited investors.

Craig Fischer is a financial advisor with Wealthcare Capital Partners, LLC and holds a Series 63 designation. He has 42 years of industry experience, including long tenures at Atlantic Financial Services, Inc. and its related entities. Outside of his advisory role, he is a licensed insurance agent and serves as a registered representative at M.S. Howells & Co. 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 employs a goals-based investment process utilizing a patented web-based planning platform alongside evidence-based manager selection and behavioral-economics tools to align strategies with client preferences.

Ricky Rubin is a CFA® charterholder with 10 years of industry experience. He has worked at Tufton Capital Management from 2016 to 2025 and has been with Mercer Global Advisors Inc. since 2025. Tufton Capital Management is a fee-only, discretionary investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented investment approach focused on large U.S. companies and constructs portfolios across money market instruments, fixed income, and equities with low turnover.

Marc Hertzberg is a CFA® charterholder with 27 years of industry experience, currently serving at WBH Advisory, Inc. He has been with Wagner Bowman Management Corp since 1999. In addition to his financial advisory work, he is a licensed attorney and a certified public accountant, roles he maintains alongside his advisory duties. WBH Advisory provides discretionary investment management and financial planning to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm customizes portfolios based on clients’ objectives and risk tolerance, emphasizing long-term equity holdings supported by fundamental analysis and supplemented by tools for comprehensive wealth management and reporting.