Carrie Beren is a CFP® professional with 18 years of industry experience. She is currently with Wbh Advisory, Inc., where she has worked since 2021. Her prior experience includes roles at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., BB&T Investment Services, Inc., and Durbin Financial Advisors, Inc. She is also the manager of a family LLC focused on estate planning. Wbh Advisory is an 11-advisor SEC-registered wealth management firm managing approximately $1.74 billion for a range of clients including individuals, trusts, and nonprofit organizations. The firm offers discretionary portfolio management alongside financial, estate, and tax planning, employing fundamental equity analysis, diversified portfolios, and integrated technology platforms in its investment approach.

Samantha Nash is a financial advisor with Baltimore-Washington Financial Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Baltimore-Washington Financial Advisors, she worked at Prostatis Financial Group, SFG Wealth Management, Life Plan Financial, and LPL Financial. Outside of finance, she has experience working in the hospitality industry at Old Stein Inn and Buddy's Crab & Ribs. Baltimore-Washington Financial Advisors serves individuals, families, trusts, estates, foundations, and non-profit organizations with fee-only wealth management. The firm employs a team-based, holistic approach integrating financial planning, portfolio management, tax, and business advisory services to align investment strategies with clients’ goals and tax situations.

Genevieve Crisera is a CFP® professional with 15 years of industry experience. She currently serves at Berman McAleer and previously worked at Kestra Advisory and L. Warner Companies, Inc. Berman McAleer offers 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 utilizes a segmented investment approach overseen by an Investment Committee, managing approximately $1.82 billion on a discretionary basis.

Robin Patalon is a Certified Financial Planner® with 24 years of industry experience, currently serving at SC&H Wealth. He has worked at SC&H Financial Advisors, Inc. since 1999 and spent eight years at Triad Advisors, Inc. Robin is a director of SC&H Group, Inc., the parent company of SC&H Financial Advisors, and volunteers on the MACPA Personal Financial Planning Committee. He is also available as a substitute yoga teacher. 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 financial planning, asset management, retirement consulting, and tax preparation, generally managing client accounts on a discretionary basis with a focus on mutual funds, ETFs, and technology-driven planning platforms.

John Crain is a financial advisor with Chapin Davis in Reisterstown, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at Summit Financial Group Inc and Summit Brokerage Services, Inc. from 2002 to 2018 before joining Chapin Davis in 2018. Outside of his advisory role, he is an insurance agent involved with Crump Insurance and Chapin Davis Insurance, focusing on life, health, long-term care, and disability insurance products. Chapin Davis serves individuals, corporations, trusts, and retirement accounts with investment advisory and financial planning services. The firm manages approximately $539 million in assets and employs a variety of investment strategies through a multi-advisor team.

Brian Carroll is a CFA® charterholder with eight years of experience, currently serving as an advisor at Berman McAleer since 2018. He previously worked at WMS Partners, LLC, and has teaching experience from Johns Hopkins Carey Business School. 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 an Investment Committee that structures portfolios across equity, fixed income, and alternatives, managing approximately $1.82 billion on a discretionary basis.

Thomas Mc Andrew is a financial advisor at The Marshall Financial Group LLC with 10 years of industry experience. He holds the Series 66 credential and has worked at firms including Raymond James Financial Services and CVI Financial LLC. In addition to his advisory role, he serves as a Client Service and Operations Specialist at Marshall Financial Group. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, investment analysis, and planning services. The firm develops individualized portfolios based on clients’ risk tolerance and objectives, offering both discretionary and non-discretionary management, and incorporates held-away asset monitoring alongside educational seminars.

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® with 10 years of industry experience, currently serving as a financial advisor at SC&H Wealth since 2015. He also provides tax planning and accounting services, including the preparation and filing of individual and investment partnership tax returns. Outside of his advisory work, Lee is an independent distributor of Amway products and serves as a volunteer member of the MACPA Personal Financial Planning Committee. SC&H Wealth is a multi-team registered investment adviser managing approximately $1.23 billion in assets, serving individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses a planning-driven, team-based approach integrating tax and estate considerations, with portfolios primarily constructed of mutual funds and ETFs and reviewed at least annually.

Riley Ahlquist is a financial advisor at Advocate Investing Services with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Equitable Advisors. Advocate Investing Services is a team of four advisors offering discretionary and non-discretionary portfolio management, financial planning, pension consulting, and advisory consulting to individuals, charitable organizations, and businesses. The firm employs a range of strategies, including the use of derivatives and market-linked instruments within separately managed accounts, tailored to client objectives and risk tolerances.

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.

Peter Pavlov is a financial advisor with Lynx Investment Advisory, LLC in Columbia, MD, holding a Series 65 credential and bringing four years of industry experience. His prior roles include positions at Select Investment Solutions, PMP Advisors, Silk Invest LTD, and OFI Asset Management. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, manager research, and portfolio monitoring. The firm creates customized allocations implemented through vetted third-party managers and offers both discretionary and non-discretionary services, managing over $1 billion on a non-discretionary basis as of the end of 2024.

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 Series 65-licensed financial advisor with three years of industry experience. He has worked at WBH Advisory, Inc. since 2023 and previously held positions at Consero, the University of Maryland, and Boys' Latin School of Maryland. WBH Advisory is a multi-advisor wealth management firm serving individual, trust, retirement-plan, nonprofit, and corporate clients. The firm constructs individualized portfolios with a long-term orientation using fundamental equity analysis and a mix of stocks, bonds, mutual funds, and ETFs, and integrates technology platforms to enhance reporting and portfolio management.

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.

Daniel Di Peso is a CFP® with two years of industry experience, currently serving as an advisor at Elite Income Advisors, Inc. He previously worked at Capital Portfolio Management Inc. and has experience outside the financial industry at Stanley Black and Decker. Di Peso is also involved in insurance sales and service through Retirement Planning Services, Inc. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, and other entities by offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses model portfolios from sub-advisers and other providers and provides client education and workshops as part of its retirement plan services.

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.