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 with The Marshall Financial Group LLC in Hunt Valley, MD, holding Series 66 and Series 63 licenses and having four years of industry experience. He has previously worked at Bank of America, Merrill, and JPMorgan Securities. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations with portfolio management, investment analysis, and financial planning services. The firm offers fee-based asset management, held-away asset monitoring, and educational seminars, designing individualized portfolios based on clients’ risk tolerance and objectives.

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.

Dawn Weber is a financial advisor at Chapin Davis with 18 years of industry experience. She holds the Series 66 designation and previously worked at Katzen Eye Group for five years before joining Chapin Davis in 2021. Chapin Davis serves individuals, trusts, retirement plans, corporations, and institutions with investment management, financial planning, and advisory consulting, offering both discretionary and non-discretionary services through a range of wrap programs and access to third-party managers. The firm combines advisor-led portfolio management with third-party research and custodial reporting, operating as both an SEC-registered investment adviser and a registered broker-dealer.

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.

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 21 years of industry experience. He is currently with Wbh Advisory, Inc., where he has worked since 2021. Prior to that, he held roles at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., and Grove Point Investments, LLC. 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 alongside comprehensive financial, estate, and income tax planning, employing a longer-term investment approach supported by technology platforms for reporting and account management.

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.

Robert Willen is a CFA® charterholder and holds a Series 65 license with 26 years of industry experience. He has worked at Wagner Bowman Management Corp since 2000. WBH Advisory is a multi-advisor wealth management firm serving individual, trust, retirement-plan, nonprofit, and corporate clients. The firm offers discretionary portfolio management and financial, estate, and income tax planning, using fundamental equity analysis and a mix of securities with a longer-term orientation and technology integration to support client service.

Melanie Hagan is a financial advisor at Berman McAleer with 22 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Kestra Advisory, Kestra Investment Services, and Banc of America Investment Services. Outside of her advisory role, she serves on the board of trustees at Maryvale Preparatory School and is an advisory board member elect for the Cool Kids Campaign. 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 involves a discovery-based planning phase followed by portfolio structuring across equity, fixed income, and alternatives, with asset management conducted on a discretionary basis.

Matthew Kunkel is a CFP® and holds a Series 66 license with 26 years of industry experience. He has worked at Indivisible Partners since 2026, following 18 years at RBC Capital Markets, two years at Citigroup Global Markets, and five years at Legg Mason Wood Walker. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm uses a strategic asset allocation framework with active, passive, or blended investment approaches tailored to client risk profiles, including access to private and semi-liquid alternative investments and third-party credit and platform solutions.

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.

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.