Tucker Dunn is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Armstrong Dixon and has previously worked at LPL Financial, FourStar Wealth Advisors, and Fieldstone Financial Management Group. He provides investment advisory services through Armstrong Dixon, an independent firm where he is part of a six-advisor team. Armstrong Dixon delivers discretionary investment management and financial planning to individuals, high-net-worth families, charitable organizations, small business owners, and retirement plan sponsors. The firm employs a strategic global asset allocation approach combining active and passive strategies, third-party research, and risk management, overseeing approximately $447.5 million in assets across about 290 client relationships.

William Sokol is a financial advisor at SFG Wealth Management with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, M Holdings Securities, and The L. Warner Companies. SFG Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary, client-focused process that integrates multiple analytical methods and a disciplined fixed-income approach.

Prashant Sabapathi is a financial advisor with Elite Income Advisors, Inc. in Ellicott City, MD, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Elite Income Advisors since 2017 and previously held roles at Investment Advisors Corp and Broker Dealer Financial Services Corp. Sabapathi is also involved in insurance sales and service through Retirement Planning Services, Inc. Elite Income Advisors serves individual clients—including high-net-worth households—retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers broad financial planning, discretionary portfolio management using model portfolios and sub-advisers, and emphasizes participant education and communications for retirement plans.

Benjamin Tracy is a CFP® with five years of industry experience, currently serving as a financial advisor at SC&H Wealth. His prior roles include positions at The Vanguard Group, Inc. and J.G. Wentworth. Tracy has held various roles outside finance, including work at Fairmount Behavioral Health System and teaching positions at Gettysburg College. SC&H Wealth is a team-based registered investment adviser with approximately 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 planning-driven approach that integrates tax and estate considerations into portfolio management.

Konner Munn is a financial advisor at Elite Income Advisors, Inc. with two years of industry experience. He holds the Series 65 and Series 63 credentials and previously worked at Fidelity Investments and Fidelity Brokerage Services, LLC. Elite Income Advisors serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates by providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses model portfolios from third-party providers and offers participant education and employee communications for retirement plan clients.

Robert Compton Jr. is a financial advisor with Red Oak Financial Group, holding a Series 65 designation and bringing 47 years of industry experience. He has worked with Compton Financial Group, LLC since 2006 and LPL Financial since 2005. Compton serves as a board member of Jarrettsville Federal Savings Bank. Red Oak Financial Group provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and qualified retirement plans. The firm manages approximately $1.04 billion in assets across over 1,000 client relationships, employing proprietary ETF- and mutual fund-based model portfolios with a focus on long-term strategies complemented by fundamental and technical analysis.

Donald Huber Jr. is a financial advisor at Outcome Driven Strategies, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Outcome Driven Strategies since 2021, Cornerstone Advisory LLP since 2006, and AXA Advisors, LLC since 1999. Outside of his advisory roles, he owns and manages an insurance brokerage business and is involved in several real estate partnerships. Outcome Driven Strategies provides discretionary sub-advisory investment management primarily to other registered investment advisers and third-party money managers. The firm focuses on alternative investments, chiefly structured notes, and manages approximately $235 million using a strategy that combines credit analysis with technical and cyclical methods.

Benjamin Waller is a CFP®, CFA®, and holds a Series 65 license, with 17 years of experience in financial advising. He has been with WBH Advisory, Inc. since 2009, where he is part of an 11-advisor team based in Baltimore, MD. WBH Advisory is a SEC-registered, 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, utilizing fundamental equity analysis and a mix of securities with a longer-term investment approach. WBH integrates technology platforms for client reporting and portfolio management and is notable for combining financial advisory services with optional legal and accounting services provided by its principal.

Matthew Hess is a CFP® professional affiliated with Berman McAleer and has two years of industry experience. Prior to joining Berman McAleer, he worked at Kestra Advisory and Williams Asset Management. His work history also includes roles outside the financial industry, such as time at Fenwick Crab House and Transportation Management Services. Berman McAleer offers holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm uses a research-driven investment process that segments portfolios into long-term equity, short-term fixed income, and intermediate alternatives, with discretionary asset management guided by an Investment Committee and individual advisors.

Lawrence Kiely is a financial advisor with Prostatis Financial Advisors Group, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Purshe Kaplan Sterling Investments, Inc and The Capital Group Investment Advisory Services, LLC. Outside of his advisory role, he owns Kings Gentlemen LLC, a business providing fashion advice for made-to-measure suits. Prostatis Financial Advisors Group offers investment management and financial planning services to individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, tactical asset-allocation strategy with sector rotation and uses third-party managers, including those utilizing AI and machine-learning models.

Chahat Kumari is a financial advisor at Black Diamond Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Black Diamond Financial, Kumari held various roles at Loyola University Maryland and other organizations. Black Diamond Financial, LLC advises individuals, pension plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and low-cost, tax-efficient, index-based strategies, supplemented by institutional-quality private investments when appropriate.

Patrick Monaghan IV is a financial advisor with Berman McAleer in Timonium, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Kestra Advisory and Kestra Investment Services, LLC for over two decades. Outside of advising, Monaghan serves as a volunteer board member for Prospect Hill Cemetery of Towson, Inc. Berman McAleer provides holistic financial planning and discretionary portfolio management services to individuals, business entities, trusts, estates, and retirement plans. The firm’s investment approach integrates fundamental and quantitative analysis, structuring client portfolios across long-term equity, short-term fixed income, and intermediate alternative segments.

Brigitte Strobl is a CFP® and holds a Series 65 license with three years of industry experience. She has been with Black Diamond Financial, LLC since 2019 and previously worked at Palmetto, Mollo, Molinaro & Passerello, LLP. Black Diamond Financial, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and low-cost, tax-efficient, index-based strategies, supplemented when appropriate by institutional-quality private investments.

John McAleer IV is a CFP® with 37 years of experience in the financial industry. He is currently with Berman McAleer, a team of 13 advisors, and previously worked at Kestra Advisory Services and Kestra Investment Services for nine years. Outside of his advisory role, McAleer serves on the board of the Keen Foundation, providing guidance on philanthropic giving. Berman McAleer offers holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm employs a structured investment approach divided into long-term equity, short-term fixed income, and intermediate alternatives, combining fundamental and quantitative research to implement client-specific allocations.

Christine Schmitz is a financial advisor at Glass Jacobson Wealth Advisors with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with MA Brokerage Solutions and OSAIC. She was with Glass Jacobson Investment Advisors, LLC and Triad Advisors, Inc. for over two decades. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, and various institutional clients including retirement plans, trusts, and charitable organizations. The firm employs a comprehensive household-level investment approach overseen by a quarterly meeting investment committee and offers a range of portfolio management and financial planning services.

Andrew Knachel is a financial advisor at Oliver Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at GE Aerospace and Seventy2 Capital. Outside of finance, he has been involved with the Washington District Football Officials Association. Oliver Wealth Management is an SEC-registered advisory firm managing approximately $297.6 million for individuals, high-net-worth clients, corporations, trusts, and estates. The firm offers wealth management, financial planning, and a Participant Account Management service that actively manages held-away retirement and HSA accounts using a third-party platform, employing a customized investment approach with a range of securities and quarterly portfolio monitoring.

Lawrence Post is a Certified Financial Planner (CFP®) and holds a Series 65 license with 13 years of industry experience. He has worked at Baltimore-Washington Financial Advisors since 2019 and previously spent 14 years at PNC Bank, NA. Baltimore-Washington Financial Advisors is a team-based firm serving individuals, families, trusts, estates, foundations, and other nonprofit organizations with fee-only wealth management. The firm provides financial planning, portfolio management, integrated tax services, and business services, using a collaborative approach among advisors, portfolio managers, tax specialists, and business advisors to align investment strategies with clients’ goals and tax circumstances.

Thomas Arasz is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at The Marshall Financial Group LLC since 2025 and previously gained experience at Bmore Financially Fit, LLC and Your Financial Pharmacist. 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 creates individualized portfolios based on client risk tolerance and objectives, utilizing both discretionary and non-discretionary management along with held-away asset monitoring and educational seminars.

David Feeley is a CFP® professional with five years of experience in the financial services industry. He is currently with Red Oak Financial Group and LPL Financial LLC, roles he has held since 2021. Prior to this, he worked at DJF, Inc. from 2013 to 2020. Feeley provides administrative support to Red Oak Financial Group. Red Oak Financial Group offers wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and qualified retirement plans. The firm manages approximately $1.04 billion in assets and employs proprietary model portfolios primarily consisting of ETFs and mutual funds with a generally long-term orientation.

Alexander Gersh is a financial advisor at Cornerstone Advisory with a Series 65 credential and one year of industry experience. Before joining Cornerstone Advisory, he worked at Sinclair Broadcast Group in various roles from 2019 to 2026 and previously at Diane Lebedeff D.P.M. from 2015 to 2019. Cornerstone Advisory offers discretionary portfolio management, financial planning, pension consulting, and sub-advisory services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm applies a planning-first approach, combining traditional and alternative investments, and manages approximately $2.25 billion in discretionary assets.