Brian Hawthorne Codato is a CFA® charterholder with five years of industry experience. He has worked at Glassy Mountain Advisors, Inc. since 2021 and previously held roles at Cherry Bekaert LLP and CTS Capital Advisors. Glassy Mountain Advisors provides personalized wealth management and financial planning to individual and institutional clients, managing approximately $370 million across about 127 relationships. The firm uses a value-oriented, fundamental analysis approach and typically maintains diversified portfolios with a long-term investment horizon.

Stephen Knapp is a CFA® charterholder with six years at Carderock Capital Management, Inc. and eight years of prior experience at S&P Global Market Intelligence, totaling 14 years in the financial industry. He is based in Chevy Chase, MD. Carderock Capital Management provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs an active, long-term investment approach that integrates fundamental, quantitative, and technical analysis, customizing portfolios based on client and market data.

Michael Canet is a financial advisor with Prostatis Financial Advisors Group in Hanover, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Peak Brokerage Services LLC and TCM Securities, Inc., alongside operating his own law practice since 1997. He serves on the board of a nonprofit organization. Prostatis Financial Advisors Group manages approximately $509 million in client assets through a team of about 18 advisors, serving individuals, high-net-worth clients, and various institutions. The firm employs a top-down, macro-environmental approach to tactical asset allocation, utilizing both customized and model portfolios, and offers a range of investment and financial planning services.

Timothy Sommer is a financial advisor with Legacy Edge Advisors and holds Series 63 and Series 66 licenses. He has 32 years of industry experience, including long tenures at TIAA and The Capital Group Investment Advisory Services. He has been with Legacy Edge Advisors since 2024 and also works with PKS Investments. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm uses a combination of fundamental, quantitative, and technical analysis to tailor investment strategies to client goals and manages approximately $896 million across 14 advisors.

Jason Huggins is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., MML Investors Services, MassMutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, Huggins serves as Vice President of the Terry College of Business Alumni Board at the University of Georgia and is President of Wolf Trackers, an organization that raises funds for athletics programs. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and offers portfolio management primarily on a discretionary basis.

Abbie Frishman is a CFP® professional with two years of industry experience, currently advising at Councilor Wealth LLC. Her prior work includes roles at May Barnhard Investments LLC and Councilor, Buchanan & Mitchell, P.C. She also engages in divorce financial planning as an additional business activity. Councilor Wealth provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm employs a combination of fundamental analysis, technical analysis, and modern portfolio theory to implement long-term investment strategies, serving clients through both discretionary and non-discretionary account management.

Edward Lamade is a financial advisor at Sargent Investment Group with Series 63 and Series 65 designations. He joined the firm in 2026 and has prior experience at Carnegie Institution for Science and Brown Advisory. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, and defined-contribution plans. The firm employs a consultative, goals-based process to create customized asset allocations and offers both discretionary and non-discretionary portfolio management, serving primarily higher-asset households while accommodating smaller relationships in certain cases.

Andrew Schiff is a financial advisor at TritonPoint Wealth, LLC with 27 years of industry experience. He holds a Series 65 designation and has worked previously at Goldman Sachs Personal Financial Management, United Capital Financial Advisors, and MTB Asset Management, Inc. Outside of advisory work, he owns and manages several residential real estate holding companies in Baltimore. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a diverse client base, including individuals, trusts, charitable organizations, and corporations. The firm’s investment approach emphasizes long-term asset allocation using a blend of public equities, fixed income, and private-market alternatives, implemented through independent managers and model portfolios.

Michael Cassella is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Ceros Financial Services, Inc., National Securities, Sns Installations, MD Global Partners, and Worden Capital Management LLC. Outside of finance, he is involved in a home health care business and serves as an officer in a pass-through corporation. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market cycle timing, and offers access to alternative investments and affiliated private funds as part of its comprehensive client programs.

William Sterling Jr. is a financial advisor at TritonPoint Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Goldman Sachs including its Personal Financial Management division, as well as Charles Schwab. He has been with TritonPoint Wealth since 2023. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm’s investment approach integrates long-term asset allocation using modern portfolio theory with a combination of public and private market investments, quantitative and fundamental analysis, and employs model portfolios and independent manager oversight.

Maggi Keating is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Fbb Capital Partners since 2004. She holds Series 63 and Series 66 licenses. Fbb Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, offering financial planning, discretionary portfolio management, and alternative investment recommendations. The firm manages approximately $2.39 billion in assets and employs a diversified, low-cost investment approach supported by fundamental and quantitative analysis.

Thomas Healy is a financial advisor at Sargent Investment Group with eight years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services and NTT DATA Consulting. He serves on the investment committee of the Shanahan Healy Foundation, contributing to research and investment proposals. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profits, corporations, and retirement plans. The firm employs a consultative process to develop customized portfolios, utilizing third-party managers and technology to monitor and rebalance assets, and also serves as an investment manager to pooled private investment vehicles.

Tanya Rapacz is a CFP® with 17 years of experience in the financial industry. She has worked at The Advisory Group of San Francisco, LLC since 2023 and previously held roles at Arthur Stein Financial, LLC and Zeiders Enterprises. Outside of financial advising, she owns and operates The Partnership Resource, where she provides consulting on mergers, conflict resolution, and succession, and speaks and writes on these topics. The Advisory Group of San Francisco, LLC is a fee-only advisory firm serving individuals, foundations, endowments, and retirement plans. The six-advisor team manages approximately $810 million, employing a blend of modern portfolio theory, fundamental and quantitative analysis, active and passive mutual funds, and periodic portfolio rebalancing.

Philipp Bentley is a financial advisor at Edgemoor Investment Advisors, Inc. with five years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at FHLBanks Office of Finance and Morgan Stanley. Edgemoor Investment Advisors provides discretionary portfolio management and financial planning services to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation, preservation of capital, and income generation, and it acts as adviser to the Meehan Focus Fund.

Martha Callahan is a CFP® and holds a Series 65 license with eight years of industry experience. She currently serves as an advisor at FBB Capital Partners, joining the firm in 2022. Her prior roles include positions at Beowulf Energy and DVCC, LLC. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management. The firm employs diversified, low-cost portfolios and integrates alternative investments, utilizing both fundamental and quantitative analysis within a multi-advisor team managing approximately $2.39 billion in assets.

Joseph Fischetti is a financial advisor with Delta Financial Advisors, Inc. in Kensington, MD, holding a Series 65 credential and 29 years of industry experience. He has worked with Delta Financial Advisors since 1996 and has held roles at Regulus Financial Group and Beacon Global Advisor Network. Outside of his advisory work, he serves as the Sargent at Arms for the Exhiled Soul Motorcycle Club, assisting with club operations on a volunteer basis. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm offers customized asset-allocation strategies and integrates advisory services with in-house accounting and an affiliated insurance agency.

James Walker is a CFP® and Series 65-licensed financial advisor with 13 years of industry experience. He has worked at Kendall Capital Management since 2022 and previously spent eight years at McKinley Carter Wealth Services, Inc. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis and offers a range of strategies from long-term holdings to short-term trading, including option writing and margin transactions.

Jean Hoff is a financial advisor at Aegis Wealth with 18 years of industry experience. She holds the Series 65 designation and has been with Aegis Wealth Management LLC since 2006. Aegis Wealth Management is a team advisory firm that manages approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and tax preparation services, using a combination of fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.

Howard Rothman is a financial advisor at TritonPoint Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities, UBS Financial Services, and Morgan Stanley. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm’s investment approach focuses on long-term asset allocation utilizing a combination of public equities, fixed income, and private alternative investments, implemented through independent managers and model portfolios.

Brian Salcetti is a financial advisor with Arca Wealth, LLC in Bethesda, MD, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Sandbox Financial Partners, LLC, Wells Fargo Advisors, K-Financial, LLC, and Equitable Advisors. He has a minority ownership interest in a family investment pass-through entity, BALD LLC. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations across various risk profiles and utilizes a broad range of investment vehicles including mutual funds, ETFs, individual equities, fixed income, REITs, ETNs, and options strategies.