Jane Rowny is a CFP® professional with 15 years of industry experience. She has been with May Barnhard Investments, LLC dba MBI, LLC since 2013 and also works with May and Barnhard PC. MBI LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations, utilizing a combination of fundamental analysis, technical analysis, and modern portfolio theory. The firm offers both discretionary and non-discretionary services and prepares individualized Investment Policy Statements to document client goals, risk tolerance, and asset allocation.

Barbara Warner is a CFP® with 42 years of industry experience. She has been with Warner Financial, Inc. since 2005 and previously worked at Cambridge Investment Research, Inc. from 2009 to 2017. Warner Financial is a four-advisor team that provides fee-only investment advisory and financial planning services primarily to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $745 million using a top-down, asset-allocation approach focused on diversified, cost- and tax-aware portfolios constructed with no-load mutual funds and ETFs.

Kimberly Owen is a CFP® and holds a Series 66 credential with 17 years of experience in financial advisory roles. She is currently with Prostatis Financial Advisors Group and has previously worked at The Vanguard Group and SunTrust Advisory Services. In addition to her advisory work, she owns a rental property in Fort Myers, Florida. Prostatis Financial Advisors Group serves individual clients, including high-net-worth individuals, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, tactical asset-allocation strategy with sector rotation and integrates independent third-party managers, including those utilizing AI and machine-learning models, into client portfolios.

Nicholas Innerbichler is a financial advisor at Elite Income Advisors, Inc. with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Horter Investment Management and Cambridge Investment Research. In addition to his role at Elite Income Advisors, he is involved with Retirement Planning Services, where he provides client service and investment advice relating to advisory accounts and insurance. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, and estates by offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm utilizes model portfolios from sub-advisers and third-party providers while providing ongoing portfolio oversight and client education.

Mel Casey is a CFA® charterholder with four years of industry experience. He has worked at FBB Capital Partners since 2021 and previously spent five years at 1919 Investment Counsel, LLC. In addition to his advisory role, he serves on the Board of Advisors for C.G. Medici & Co., providing feedback on product development for an online financial planning application. FBB Capital Partners advises individuals, high-net-worth clients, family offices, and institutions on wealth and risk management. The firm employs diversified, low-cost portfolios with discretionary management and incorporates alternative investments, serving approximately 1,000 clients with $2.39 billion in assets under management.

Tony Nguy is a financial advisor at Axiom Value Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including SunTrust Advisory Services and Osaic Wealth. In addition to his advisory role, Tony is an independent licensed insurance agent with Axiom Value LLC. Axiom Value Wealth Management LLC serves individual and high-net-worth clients, providing portfolio management and financial planning through a small team of advisors. The firm uses a combination of fundamental and quantitative investment methods and offers retirement-focused education via workshops and webinars.

Lawrence Judge is a financial advisor at Lafayette Investments, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lafayette Investments since 2010. 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 focuses on fundamental and qualitative security analysis with a long-term, low-turnover investment approach, managing portfolios across equities, municipal and corporate fixed income, mutual funds, and ETFs.

Sara Mongno is a financial advisor at Sargent Investment Group with four years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Sargent Investment Group, she worked at Wells Fargo Securities LLC and spent time at the Massachusetts Institute of Technology. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, nonprofits, corporations, and pooled investment vehicles. The firm employs a consultative, goals-based approach to create customized portfolios and offers both discretionary and non-discretionary management, serving primarily higher-asset households but maintaining flexibility for smaller relationships.

Christopher Schaefer is a CFP® with 23 years of industry experience, currently serving at Mv Capital Management, Inc. and Mv Financial Group since 2002. He has been with Purshe Kaplan Sterling Investments and Mv Capital Management since 2006. Outside of his advisory roles, Schaefer serves as treasurer for the Gambrinus Stein Club, a social nonprofit organization. Mv Capital Management, Inc. provides investment management and financial planning services to individuals, high-net-worth clients, and institutional entities, employing a customized asset allocation approach overseen by an Investment Committee and supported by in-house research.

Jacob Thompson is a financial advisor at Bull Harbor Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Bull Harbor Capital, he worked at Ashford Advisors for two years and has a background in education, having taught at the University of Georgia and Chamblee High School. Bull Harbor Capital LLC provides investment advisory and financial planning services to a range of clients including 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, financial planning, and retirement plan advisory services.

Judith Barnhard is a CFP® professional with 11 years of industry experience, currently serving as an advisor at MBI LLC. She has been involved with May Barnhard Investments, LLC dba MBI, LLC since 2013 and has over three decades of experience at May & Barnhard, PC, a full-service accounting firm providing accounting, tax, and financial planning services. MBI LLC offers portfolio management and financial planning to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations, utilizing a blend of fundamental and technical analysis alongside modern portfolio theory. The firm manages client accounts with individualized Investment Policy Statements and provides ongoing reviews, financial planning, and educational resources.

Matthew Lipscomb is a financial advisor at Bull Harbor Capital LLC with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Bull Harbor Capital in 2025, he worked at Park Avenue Securities LLC for 26 years and has been affiliated with Guardian Life Insurance Company since 1992. Outside of his advisory role, he mentors college students during their summer internships and operates a hunting outfitter business with a strict vetting process. 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 manages portfolios through a range of investment vehicles, including independent managers and third-party platforms.

Henry Meadows is a financial advisor with WMS Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes over two decades at Grove Point Investments LLC (formerly H. Beck, Inc.) and a formal tax principal role at SKMB, P.A. He also serves as a trustee for the Virginia Harris Holsinger Trust and is involved in life insurance sales. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for individuals, families, pension plans, trusts, and business entities. The firm employs asset-class oriented portfolios using ETFs, index funds, individual securities, and selective alternatives, providing both discretionary and non-discretionary management alongside comprehensive financial planning and tax and insurance advice.

Jonathon De Feo is a CFP® with eight years of industry experience, currently with Elite Income Advisors, Inc. in Ellicott City, MD. His prior experience includes roles at LPL Financial LLC, Compton Financial Group, LLC, Bank of America, N.A., and Merrill Lynch. He 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 estates by providing financial planning, discretionary portfolio management, retirement-plan consulting, and advice on investment and insurance strategies. The firm uses model portfolios from third-party providers and offers participant education and client workshops as part of its services.

Brian Mc Kinney is a CFP® professional with nine years of industry experience, currently serving at Williams Asset Management in Columbia, MD. He has been with the firm since 2016. Outside of his advisory role, he owns BSM Partners Inc., a private entity related to securities, advisory, and insurance business. 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 combination of fundamental, quantitative, and technical analysis to construct portfolios tailored to client risk tolerances and time horizons.

Alexander Schutz is a financial advisor at WMS Advisors, LLC with the designations ChFC® and Series 66 and six years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Williams Associates, Grove Point Advisors, and Grove Point Investments. Outside of finance, he has been a varsity soccer coach at Holy Child School. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for individuals, families, pension plans, trusts, and business entities. The firm employs core asset-class oriented strategies using ETFs, index funds, individual securities, and select alternatives, offering both discretionary and non-discretionary portfolio management as well as comprehensive financial planning and consulting services.

Jane O'mara is a CFP® professional with 12 years of experience in financial advising, currently serving at FBB Capital Partners since 2014. She is a managing member and owner of DELASHMUTT LLC, a maritime and real estate business, and serves as treasurer on the board of directors for Talbot Hospice, participating on both the investment and finance committees. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, offering financial planning and discretionary portfolio management. The firm employs diversified, cost-effective investment strategies that include stocks, bonds, and alternative investments, supported by quantitative and fundamental analysis.

Tyler Kluge is a CFP® professional with eight years of industry experience, currently serving as an advisor at Baltimore-Washington Financial Advisors. He has been with the firm since 2016, working in various roles within the organization. Baltimore-Washington Financial Advisors is a fee-only wealth management firm that serves individuals, families, trusts, estates, foundations, and non-profit organizations. The firm employs a team-based, holistic approach combining financial planning, portfolio management, tax services, and business advisory to align investment strategies with clients’ goals and tax situations.

Alejandro Vela is a CFP® at FBB Capital Partners with five years of industry experience. He has been with FBB Capital Partners since 2016. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on comprehensive wealth and risk management. The firm manages approximately $2.39 billion in assets through diversified, low-cost portfolios that include traditional and alternative investments, using a combination of fundamental, quantitative, technical, and cyclical analyses.

Brian Canet is a financial advisor at Prostatis Financial Advisors Group in Hanover, MD, holding a Series 65 designation with seven years of industry experience. He has been with Prostatis Group LLC since 2018 and previously worked at Howard County Community College from 2013 to 2017. Prostatis Financial Advisors Group serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $509 million in assets through a multi-team approach, offering discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services with a focus on tactical asset allocation and sector rotation.