Isaiah Byrd Braxton is an advisor at Passive Capital Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at AllianceBernstein and the Cystic Fibrosis Foundation. Passive Capital Management 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 investment strategy, primarily utilizing index mutual funds and ETFs with a focus on minimizing trading costs and taxes.

Michael Lightfield is a financial advisor with Horter Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He is also the managing member of Columbia Tax Advisory Group, LLC, where he performs tax and accounting work, and the owner of Lightfield Wealth Management, providing financial planning and investment advice. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a multi-manager investment approach guided by an Investment Committee and provides clients with customized portfolios, alternative investment options, and detailed reporting.

Kimberly Silvestri is a financial advisor at Berman McAleer with 19 years of industry experience. She holds the Series 66 designation and previously worked at Kestra Advisory and Kestra Investment Services, LLC. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, businesses, trusts, estates, and retirement plans. The firm employs a discovery-based planning process and manages portfolios across long-term equity, short-term fixed income, and intermediate alternative segments, combining fundamental and quantitative research techniques.

Kyle Levickas is a financial advisor with The Marshall Financial Group LLC, holding a Series 66 designation and six years of industry experience. His prior work includes a seven-year tenure at Merrill along with roles in various other companies and educational institutions. 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 offers customized portfolios based on clients’ risk tolerance and objectives, utilizes third-party software for asset allocation, and supplements its fee-based management with held-away asset monitoring and educational seminars.

Agostino Pugliese is a financial advisor at The Marshall Financial Group LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, SSN Advisory, Inc., and Securities Service Network, Inc. Pugliese occasionally provides advice related to fixed insurance as part of his professional activities. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm manages roughly $593 million in advisory assets and offers services including fee-based asset management, retirement and estate planning, and education planning, using individualized portfolios based on client risk tolerance and objectives.

Ryan Herbert is a financial advisor with Prostatis Financial Advisors Group in Hanover, MD, holding a Series 66 designation and 17 years of industry experience. He has worked at Peak Brokerage Services LLC and TCM Securities, Inc., and has been with Prostatis Financial Advisors since 2008. Prostatis Financial Advisors Group manages approximately $509 million in client assets through a multi-team of 18 advisors, serving individual, high-net-worth, and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services.

Jessica Davis is an advisor with Global Brokerage Services, Inc. She holds the Series 66 designation and is based in Hunt Valley, MD. Jessica has no prior industry experience and has spent the last ten years as a homemaker. Global Brokerage Services serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account offerings. The firm operates with a six-advisor team and manages approximately $162.8 million in assets on a non-discretionary basis.

Brandon Oliver is a financial advisor with Oliver Wealth Management in Towson, MD, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms, including Hayden Royal LLC and American Wealth Management, Inc. Oliver is also a licensed insurance professional, dedicating approximately 10% of his business time to this activity. Oliver Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, corporations, trusts, and estates. The firm employs a long-term investment approach combining fundamental and technical analysis, tailoring portfolios to clients’ goals and risk tolerance.

Christina White is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Kilter Group since 2025 and previously held roles at Beacon Pointe Advisors, Keeney Financial Group, VOYA Financial Advisors, and Egan, Berger, & Weiner. Outside of her advisory role, she is also an insurance agent with Beacon Pointe Insurance Services. Kilter Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm utilizes a top-down, macro tactical asset allocation approach with sector rotation, employs independent sub-advisors when appropriate, and integrates advanced technology and risk-profiling tools in client portfolio management.

Gavin Walter is a CFP® and holds a Series 65 license with one year of industry experience. He is currently affiliated with Williams Asset Management, a team-based firm where he has worked since 2024. Prior to his advisory role, he was employed at the University of Maryland College Park and Hereford High School. Williams Asset Management provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, quantitative, Modern Portfolio Theory, and technical analysis within its investment process and tailors portfolios to client risk tolerances and time horizons.

Hope Fribush is a financial advisor at SC&H Wealth with a Series 65 credential and five years of industry experience. Prior to joining SC&H Financial Advisors in 2018, she worked for Baltimore County Public Schools from 2014 to 2018. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations, offering financial planning, asset management, retirement plan consulting, and tax return preparation through a team-based approach that includes CPAs and CERTIFIED FINANCIAL PLANNER® professionals.

Peter Geier is a CFP® professional with one year of industry experience, currently serving at Financial Consulate in Baltimore, MD. His prior roles include positions at Greenspring Associates and Towson University. Financial Consulate serves individuals, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management, integrating tax and accounting services alongside retirement-plan consulting. The firm’s investment approach combines tactical asset allocation with fundamental and macroeconomic analysis, emphasizing capital preservation and adaptive positioning.

Scott Dinn is a financial advisor with Lafayette Investments, Inc. in Ashton, MD, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Lafayette Investments since 2005. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm emphasizes fundamental and qualitative security analysis and employs a long-term, low-turnover investment approach, managing portfolios customized to client objectives and restrictions.

Jeffrey Fountain is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Passive Capital Management, LLC since 2018. Prior to this, he worked at MML Investors Services and MassMutual from 2015 to 2018. In addition to his advisory role, he is involved as a sales agent in life, health, group life, group health, disability income, fixed annuities, and long-term care insurance. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors and serves individuals, business entities, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment strategy focused on index mutual funds and ETFs, providing discretionary and non-discretionary management with regular rebalancing and performance measurement.

Jeffrey Nattans is a financial advisor at Black Diamond Financial, LLC with 26 years of industry experience. He holds a Series 65 designation and previously worked at Legg Mason & Co LLC and Sagamore Ventures. Outside of his advisory role, he serves as Chair of the Board of Trustees at Calvert Hall College High School and is on the boards of Catholic Charities of Baltimore and the Knott Scholarship Funds, participating in their finance and investment committees. Black Diamond Financial advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and tax-efficient, index-based strategies complemented by selective private investments, conducting regular account reviews and custodial reporting.

Duncan Mccall is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Williams Asset Management, where he has been since 2022, and previously worked at Commonwealth Financial Network. Outside of his advisory role, he is a member of entities managing real estate investments in Pennsylvania and Maryland. 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 multi-disciplinary investment approach including fundamental, quantitative, and technical analysis, with portfolio strategies tailored to client risk tolerances and time horizons.

Karissa Goessl is a financial advisor at Williams Asset Management with eight years of industry experience. She holds a Series 65 designation and has worked at firms including Commonwealth Financial Network and Cadaret, Grant & Co., Inc. prior to her current role. Williams Asset Management provides discretionary portfolio 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 alongside modern portfolio theory, incorporating long-term trading and options strategies in its investment approach.

Keith Murray is a CFP® professional with 29 years of industry experience. He has been with Chapin Davis since 2009. Outside of his advisory role, he serves as a trustee on the board of St. Paul's School and as a director on the Endowment Committee of Old St. Paul's Episcopal Church. 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 mix of fundamental and technical analysis, offering discretionary and non-discretionary portfolio management through a multi-advisor team.

Richard Spivey is a ChFC® with 43 years of industry experience, currently serving at The L. Warner Companies, Inc. since 2016. He has held roles at M Holdings Securities, Inc. for the same duration. Outside of his advisory work, Spivey is a board member and participates on the finance committee at Timonium Methodist Church. The L. Warner Companies provides discretionary investment management and financial planning primarily to high-net-worth individuals, related trusts, estates, and pension plans, while also offering consulting and administrative services to corporations, non-profits, and other business entities. The firm employs a fundamentally driven, broadly diversified investment process and integrates third-party platforms and strategies alongside its institutional plan fiduciary and administrative services.

Caitlin Garner is a financial advisor at SC&H Wealth with 21 years of industry experience. She holds a Series 66 designation and has been with SC&H Financial Advisors, Inc. since 2014. Prior to that, she worked at Triad Advisors, Inc. from 2014 to 2017. 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 CPAs and CERTIFIED FINANCIAL PLANNER® professionals to provide tailored asset allocation and long-term growth strategies, managing client accounts primarily with mutual funds and ETFs.