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.

Jeffrey Malcom is a CFA® charterholder with 13 years of industry experience. He has been with Buttonwood Financial Advisors, Inc. since 2012. Outside of his advisory role, he holds passive stakes in businesses related to online marketing and retail consultancy. Buttonwood Financial Advisors manages approximately $393 million in client assets, providing portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a disciplined investment process guided by written policy statements, combining fundamental analysis with strategic asset allocation and continuous account monitoring.

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.

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.

Alexandra Stewart is a CFP® with nine years of industry experience, currently serving at Buttonwood Financial Advisors, Inc. in Baltimore, MD. She has been with the firm since 2015. Buttonwood Financial Advisors offers portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $393 million in client assets and employs a disciplined investment approach guided by written policy statements and fundamental analysis.

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.

Christopher Compton is a financial advisor with Red Oak Financial Group in Towson, MD, holding CFP® and ChFC® designations and possessing 29 years of industry experience. He has worked at Red Oak Financial Group (formerly Compton Financial Group, LLC) since 2013 and has been associated with LPL Financial and R.L. Compton & Associates, Inc. for over two decades. Compton also serves as Principal-Owner and CEO of Red Oak Retirement, a third-party pension administration business affiliated with his firm. Red Oak Financial Group provides wealth management, investment management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, model-driven investment approach combining fundamental and technical analysis, with services that include portfolio management, financial planning, and comprehensive retirement plan advisory.

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.

Adam Ariosa is a CFP® professional with 17 years of industry experience. He has worked at SFG Wealth Management since 2016 and has been affiliated with LPL Financial since 2011. Outside of his advisory work, Ariosa serves as a lacrosse referee for local youth games. SFG Wealth Management serves individual and high-net-worth clients, trusts, retirement plans, and business entities, managing approximately $760 million in client assets through a team of advisors. The firm emphasizes asset allocation and diversified fixed-income strategies, employing both long-term and active trading techniques, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to third-party money managers.

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 four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and JPMorgan Securities LLC. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by offering portfolio management, investment analysis, and comprehensive planning services. The firm uses a combination of discretionary and non-discretionary management, third-party software, and asset-allocation models to design individualized portfolios tailored to client objectives and risk tolerance.

John Armstrong is a CFP® with 17 years of industry experience. He is currently with The Marshall Financial Group LLC and Purshe Kaplan Sterling Investments, having previously worked at Pacer Financial, T. Rowe Price, Campbell & Company, and PRUCO Securities. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations with portfolio management, investment analysis, and planning services. The firm customizes portfolios based on client risk tolerance and objectives, offers both discretionary and non-discretionary management, and incorporates held-away asset monitoring and educational seminars in its service approach.

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.

Hugh Breslin IV is a CFP® professional with 18 years of experience in the financial services industry. He has worked with Armstrong Dixon and LPL Financial LLC since 2016. Armstrong Dixon provides discretionary investment management and financial planning to individuals, high-net-worth families, charitable organizations, small business owners, and retirement plan sponsors. The firm uses a strategic, global asset allocation approach combining active and passive strategies, third-party research, and risk-management metrics, managing approximately $447.5 million in assets for about 290 client relationships.