Damian Gallina Sr. is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Buttonwood Financial Advisors, Inc. since 2008. He holds Series 63 and Series 65 licenses and is based in Baltimore, MD. Since 2016, he has been Chairman of the Investment Committee for Lido Civic Club Charities' LLC. Buttonwood Financial Advisors provides portfolio management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $393 million in client assets, using a disciplined investment process that includes fundamental analysis, strategic asset allocation, and continuous account monitoring.

Katharine Dudley is a financial advisor at Jemma Financial Services in Baltimore, MD, holding Series 65 and Series 63 licenses with five years of industry experience. She has previously worked at Becket Hitch, LLC and J. Hillburn Consultant. Dudley also serves as operations manager at JFS Advisory, a registered investment adviser. Jemma Financial Services advises individual and institutional clients, managing approximately $140 million across five advisors. The firm employs discretionary portfolio management through risk-targeted model portfolios combined with integrated financial planning, using quantitative and qualitative analysis to select investments primarily composed of ETFs and mutual funds.

Michael Crabb is a CFP® professional with 18 years of experience in financial advising. He has worked at SFG Wealth Management since 2016 and has been associated with LPL Financial since 2012. Outside of his advisory role, he is also a commissioned notary. SFG Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary process with diverse analytical methods and a disciplined fixed-income strategy, providing a range of investment options including mutual funds, ETFs, options, and algorithmic models.

Joshua Mason is a CFP® professional with 20 years of experience in wealth management. He is currently with WBH Advisory, Inc., where he has worked since 2019, following prior roles at Pinnacle Advisory Group, Inc. and Grove Point Investments, LLC. Mason holds Series 63 and Series 65 licenses. WBH Advisory is a multi-advisor wealth management firm managing approximately $1.74 billion for individual, trust, retirement-plan, nonprofit, and corporate clients. The firm offers discretionary portfolio management along with financial, estate, and income tax planning, using fundamental equity analysis and a blend of stocks, bonds, mutual funds, and ETFs with a long-term focus.

David Trossman is a CFP® and CFA® professional with 18 years of experience in the financial industry. He has been with Passive Capital Management, LLC since 2015. Passive Capital Management, LLC manages nearly $1 billion in 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 philosophy, primarily using index mutual funds and ETFs to minimize costs and taxes while providing discretionary and non-discretionary portfolio management.

Wayne Ferbert is a Series 65 licensed advisor with 15 years of experience in the financial industry. He is currently with Reyes Financial Architecture Inc., a team firm based in Columbia, MD, and has prior experience at ZEGA Financial, LLC, and Alpha Dna Investment Management. Outside of his advisory role, Ferbert co-founded and serves as co-managing director of a software and education business that supports online brokerages. Reyes Financial Architecture Inc. provides discretionary asset management, personalized financial planning, and consulting primarily for high-net-worth individuals, trusts, estates, and small businesses. The firm follows a long-term investment approach, incorporating fundamental, technical, and cyclical analysis, and integrates complimentary financial planning as part of its asset management services.

George Watson III is a CFP®, CFA®, and Series 66 licensed advisor with 11 years of industry experience. He has worked at Williams Asset Management since 2017 and previously spent four years at Academy Financial, Inc. He serves as the treasurer of the Stansfield Estates Homeowners Association. 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 within a structured review process.

Townsend Hornor Jr. is a financial advisor at Baltimore-Washington Financial Advisors with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with the firm since 2015. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs model portfolio strategies overseen by a weekly investment committee and integrates tax considerations into both portfolio management and financial planning, supporting a high client load through standardized, scalable processes.

Robert Willen is a CFA® charterholder with 25 years of industry experience. He is affiliated with WBH Advisory, Inc., a multi-advisor wealth management firm based in Baltimore, MD, and has worked with Wagner Bowman Management Corp since 2000. WBH Advisory manages approximately $1.74 billion for individual, trust, retirement-plan, nonprofit, and corporate clients. The firm emphasizes discretionary portfolio management combined with financial, estate, and income tax planning, employing fundamental equity analysis and a diversified mix of securities with a longer-term focus and technology integration in client reporting and account management.

Melanie Hagan is a financial advisor at Berman McAleer with 21 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Kestra Advisory and Kestra Investment Services. Outside of her advisory role, she serves on the advisory board of the Cool Kids Campaign and is a member of the Board of Trustees at Maryvale Preparatory School. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans, managing approximately $1.82 billion on a discretionary basis. The firm’s investment process integrates fundamental and quantitative analysis and structures client portfolios into long-term equity, short-term fixed income, and intermediate alternatives segments.

Matthew Kunkel is a CFP® and holds a Series 66 license with 26 years of experience in the financial services industry. He is currently a financial advisor at Indivisible Partners, where he has worked since 2026. His prior experience includes roles at RBC Capital Markets LLC, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. Indivisible Partners provides investment advisory and financial planning services to individuals, trusts, pension plans, charities, and businesses, managing approximately $2.08 billion in assets. The firm employs a team-based approach and utilizes a strategic asset allocation framework that integrates active, passive, and blended investment strategies across diverse asset classes.

Brett Holmes is a financial advisor at Berman McAleer with 14 years of industry experience. He holds the CFP® and CFA® designations as well as the Series 66 license. Prior to joining Berman McAleer in 2025, he spent nine years at Kestra Advisory and thirteen years at Kestra Investment Services, LLC. Holmes serves as president of the Loyola Blakefield Alumni Association, where he leads meetings and helps coordinate fundraising efforts for scholarships and school campaigns. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm’s investment approach includes a discovery-based planning process and an Investment Committee that structures portfolios across long-term equity, short-term fixed income, and intermediate alternative segments.

Nancy Boo is a financial advisor at Chapin Davis with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Chapin Davis in 2019, she worked at Ann Taylor Loft for six years. Boo is also involved with Chapin Davis Insurance, Inc., where she serves as an insurance agent. 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 multi-advisor team using a combination of fundamental and technical analysis across various portfolio management strategies.

Andrew Ashton is a financial advisor with Prostatis Financial Advisors Group in Hanover, MD, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Clifton Larson Allen LLP and independent advisory work before joining Prostatis Group LLC in 2018. Prostatis Financial Advisors Group serves individuals—including high-net-worth clients—as well as foundations, trusts, estates, corporations, and charitable organizations. The firm uses a top-down, tactical asset-allocation approach with sector rotation and incorporates independent third-party managers, including those using AI and machine-learning models, as part of its investment strategy.

Joseph Plume Jr. is a financial advisor at Oliver Wealth Management with eight years of industry experience. He holds the Series 66 designation and has previously worked at The L. Warner Companies, Inc., Merrill, and the University of Baltimore. Oliver Wealth Management is an SEC-registered advisory firm that manages approximately $297.6 million on a discretionary basis for individuals, high-net-worth clients, corporations, trusts, and estates. The firm offers customized, primarily long-term portfolios using a variety of investment vehicles and actively manages held-away retirement and HSA accounts without taking custody.

John Oliver is a financial advisor with Chapin, Davis in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Chapin, Davis since 2001. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts, managing approximately $539 million in assets across several hundred client relationships. The firm employs a combination of fundamental and technical analysis, utilizing various portfolio management strategies and serving clients through a multi-advisor team.

Jeffrey Reynolds is a CFP® and Series 66-registered advisor with 15 years of industry experience. He is currently with Financial Council, LLC, where he has worked since 2023, following prior roles with Commonwealth Financial Network and Financial Council, Inc. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations, using model asset allocation strategies primarily based on mutual funds. The firm emphasizes a model-based approach with quarterly market commentary and regular portfolio reviews.

Alexander Roesner is a CFP® professional with seven years of industry experience. He currently works at Black Diamond Financial, LLC, where he has been since 2022. Prior to that, he was with Merrill and Bank of America N.A. from 2019 to 2022. Black Diamond Financial, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm emphasizes strategic asset allocation, low-cost index-based core exposures, and tax-aware portfolio construction, while also managing private pooled investment vehicles for accredited investors.

Craig Fischer is a financial advisor with Wealthcare Capital Partners, LLC and holds a Series 63 designation. He has 42 years of industry experience, including long tenures at Atlantic Financial Services, Inc. and its related entities. Outside of his advisory role, he is a licensed insurance agent and serves as a registered representative at M.S. Howells & Co. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process utilizing a patented web-based planning platform alongside evidence-based manager selection and behavioral-economics tools to align strategies with client preferences.

Elisabeth Hayes is a financial advisor at Chapin Davis with 37 years of industry experience. She has been with Chapin Davis since 1991. Outside of her advisory role, she is an owner and treasurer of a family farm, Uphill Farm LLC, and serves as a personal representative for two estates. 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.