Matthew Elmore is a financial advisor at Sargent Investment Group with 17 years of industry experience. He holds a Series 66 designation and has previously worked at T.M. Wealth Management and Ameriprise Financial Services. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profit organizations, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to develop customized portfolios and uses third-party managers and technology to monitor risk and performance, also serving as an investment manager to private funds for accredited investors.

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.

Gay Truscott is a CFP® with 14 years of industry experience, currently serving as Senior Vice President at Edgemoor Investment Advisors, Inc. She has been with Edgemoor and Integrity Funds Distributor, LLC since 2011. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to build concentrated equity and income portfolios intended for long-term capital preservation, appreciation, and income.

James Mersereau is a CFA® charterholder and holds a Series 65 license, with 36 years of industry experience. He has been with Carderock Capital Management, Inc. since 1986. Carderock Capital Management provides discretionary investment management and financial planning services to individuals, trusts, pensions, profit-sharing plans, and charitable organizations. The firm employs an active, primarily long-term investment approach using fundamental, quantitative, and technical analysis to build customized investment plans.

William Mc Caffrey is a CFP® and Series 65-licensed advisor with three years of industry experience. He has worked at Glassy Mountain Advisors since 2022 and previously at AIM Advisors. Prior to his financial advisory career, he was employed at Virginia Tech and Landmark Reclamation Co. Glassy Mountain Advisors provides wealth management to individual and institutional clients, focusing on high-net-worth individuals with discretionary investment management and integrated financial planning. The firm employs a value-oriented, fundamentals-based investment approach and offers customized portfolios including ESG-focused options.

Wesley Reed is a Series 65-licensed financial advisor with two years of industry experience. He currently works at Chesapeake Investment Management LLC and has prior experience at Hanover Company and Florida Financial Advisors. Before entering financial services, Reed worked at Wintergreen Ski Resort and the YMCA. Chesapeake Investment Management provides fee-based asset management and consulting primarily to high-net-worth individuals, trusts, foundations, not-for-profits, corporations, and retirement plans. The firm emphasizes individualized, discretionary portfolio management with portfolios focused on individual equities and fixed income, serving roughly 400 client accounts with approximately $200–210 million in assets under management.

Christina White is a CFP® professional with 17 years of industry experience. She is currently with Kilter Group and has previously worked at firms including Beacon Pointe Advisors and VOYA Financial Advisors. In addition to her advisory role, she is licensed as an insurance agent with Beacon Pointe Insurance Services. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension-plan sponsors. The firm employs a top-down, macro tactical asset-allocation strategy and integrates technology-enabled tools, offering discretionary and non-discretionary portfolio management alongside estate-planning and pension consulting services.

Gavin Walter is a CFP® and holds a Series 65 license with Williams Asset Management, where he has worked for two years in total, including a prior tenure before rejoining the firm. He has one year of experience at Commonwealth Financial Network and four years associated with the University of Maryland College Park in a non-advisory capacity. Williams Asset Management serves individuals, high-net-worth clients, and charitable organizations by providing discretionary investment management, wealth management, and financial planning. The firm utilizes a combination of fundamental, quantitative, Modern Portfolio Theory, and technical analysis along with long-term trading and options strategies to tailor portfolios according to client risk profiles and time horizons.

Anthony Logiudice is a financial advisor with AtCap Partners, LLC in Rockville, MD, holding a Series 66 designation and five years of industry experience. He previously worked at National Securities Corp from 2017 to 2022 and Ceros Financial Services, Inc. since 2022. Outside of his advisory role, he is the owner of A+D All Day LLC, an auto transport startup that is not currently operating. AtCap Partners provides investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of analytical methods, including fundamental and technical analysis, and incorporates market-timing strategies alongside access to third-party asset managers and alternative investments.

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.

Christopher Warner is a CFP® and CFA® with 17 years of experience in the financial advisory industry. He has worked at Warner Financial, Inc. since 2008 and was previously with Cambridge Investment Research, Inc. from 2009 to 2017. Warner Financial, Inc. is a team of four advisors providing 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.

Rebecca Blevins is a CFP® with 13 years of experience in financial advising. She has worked at Concord Wealth Partners since 2022 and previously held roles at Andersen, United Capital Financial Advisers, LLC, and Hfi Wealth Management. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm provides financial planning, discretionary portfolio management, and retirement plan consulting, using tailored asset allocations and a range of investment strategies to meet client objectives.

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.

Heath Brewer is a CFP®-certified financial advisor with 13 years of experience, currently practicing at Trumbower Financial Advisors LLC. He has been with Trumbower since 2013. Trumbower Financial Advisors provides comprehensive financial planning, tax compliance, and portfolio management to individuals, families, small pension and profit-sharing plans, charitable organizations, foundations, trusts, estates, and personal service corporations. The firm emphasizes a Conservative Fixed Income strategy using municipal bonds, brokered CDs, and U.S. Treasury securities within a disciplined advisory process that integrates estate, retirement, and tax planning alongside investment advice.

Karissa Goessl is a financial advisor with Williams Asset Management in Columbia, MD, holding a Series 65 designation and nine years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Homepoint Financial, Silverton Mortgage, and Cadaret, Grant & Co., Inc. Williams Asset Management provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm’s investment approach incorporates fundamental, quantitative, Modern Portfolio Theory, and technical analysis, with portfolios tailored to client risk tolerances and time horizons.

Feldy Suwito is an investment advisor at Bnb Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bellamah, Neuhauser & Barrett, Inc. since 1998. Outside of advising, he operates a photography business offering family portraits and event photography. Bnb Wealth Management is a privately owned, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and retirement plan sponsors. The firm provides portfolio management, financial planning, and pension consulting, using diversified portfolios and individualized investment policies, and is noted for its multi-office presence and role as a wrap fee program sponsor and manager.

Annabelle Saez is a financial advisor at Axiom Value Wealth Management LLC with one year of industry experience. She holds a Series 65 credential and has prior experience at USAdvisors Wealth Management, LLC and the Defense Contract Audit Agency. In addition to her advisory role, she operates Anna Saez, CPA, and was involved in Travel and Business Preparations. Axiom Value Wealth Management LLC provides portfolio management and financial planning to individual and high-net-worth clients, integrating planning with ongoing asset management. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis, employing both long- and short-term trading strategies, and incorporates third-party sub-advisory model portfolios and custodial educational resources into its service model.

Courtney Vojdani is a Series 65 licensed advisor at Mv Capital Management, Inc. with 13 years of industry experience. She has been with Mv Capital Management since 2010. Mv Capital Management serves individual and high-net-worth clients, as well as institutional entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment process includes customized asset allocation, security selection, and periodic monitoring, with portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.

Michael Sellers is a financial advisor with Fidelis Capital Partners, holding Series 66 and Series 65 licenses and bringing five years of industry experience. His prior work includes fourteen years at Bank of America Private Bank and earlier roles at Highline Wealth Management and Ameriprise. Fidelis Capital Partners serves a diverse client base, including individuals, family offices, trusts, and nonprofit organizations, offering investment advisory services alongside financial planning and business consulting. The firm employs a blend of quantitative, fundamental, technical, and economic analysis in its discretionary portfolio management and also sub-advises a private fund.

Robert Carpenter is a financial advisor at Baltimore-Washington Financial Advisors with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Ameriprise, Wells Fargo Clearing, and Ryan Beck & Co. before joining his current firm in 2012. Baltimore-Washington Financial Advisors provides fee-only wealth management services to individuals, families, trusts, estates, foundations, and non-profit organizations. The firm operates a team-based, holistic model combining financial planning, portfolio management, integrated tax services, and business advisory to align investment strategies with clients’ goals and tax situations.