Connor Wilson is a financial advisor at Elite Income Advisors, Inc. in Ellicott City, MD, holding a Series 65 designation with two years of industry experience. Prior to joining Elite Income Advisors, he worked in various roles including at CVS Pharmacy and York College of Pennsylvania. He is also an independent insurance agent based in Ellicott City. Elite Income Advisors serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm provides financial planning, discretionary portfolio management, and pension consulting, utilizing model portfolios and third-party managers while emphasizing participant education and employee communications for retirement plans.

James Bailey is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has worked at Torray Investment Partners LLC since 2010 and previously at Resolute Capital Management from 1999 to 2011. Torray Investment Partners provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm follows a bottom-up, fundamental stock-selection process focused on quality and long-term growth, managing concentrated portfolios across large cap growth, small/mid cap growth, and equity income strategies.

Neal Bobys is a financial advisor at Research Financial Strategies with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Research Financial Strategies and Reutemann Financial Solutions since 2013. Outside of advisory work, he serves as Vice President and Treasurer of eCruisers.com LLC, a shuttle cart transportation company, and is involved in media buying through Executive Media Communications, Inc. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, including high-net-worth clients, as well as pension plans and trusts. The firm employs a technical analysis and active trading approach with proprietary indicators and focuses on risk mitigation through a disciplined sell-side strategy, primarily using ETF-centric portfolios managed on a discretionary basis.

Michael Creamer is a CFP® professional with 29 years of experience in the financial services industry. He is currently associated with Glass Jacobson Wealth Advisors and has worked at Mercer Advisors Tax Services LLC, Mercer Global Advisors Inc., Triad Advisors Inc., National Planning Corporation, and Medallion Advisory Services, LLC. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, and various retirement plans, trusts, estates, and charitable organizations. The firm employs a holistic, household-level investment approach overseen by an investment committee, and manages portfolios using diversified vehicles including mutual funds, ETFs, corporate and municipal debt, and alternative fixed-income investments.

Charles Kimmel III is a financial advisor with Councilor Wealth LLC in Bethesda, MD, holding a Series 63 designation and 15 years of industry experience. He previously worked at SPC Financial Inc. and Raymond James Financial Services, Inc. from 2009 to 2023, and has been with MBI LLC since 2025. Councilor Wealth provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations, employing a combination of fundamental analysis, technical analysis, and modern portfolio theory to implement long-term investment strategies. The firm offers discretionary and non-discretionary account management and integrates financial planning with tax and accounting services through its ownership by Councilor, Buchanan & Mitchell, P.C.

Joni Alt is a CFP® with 23 years of industry experience, currently serving as an advisor at Evermay Wealth Management, LLC since 2021. She previously worked at Hopwood Financial Services, Inc. for 11 years. Evermay Wealth Management is an SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm operates a team-centric model offering tailored client service levels and integrates investment, tax, and estate planning through affiliated and third-party resources.

Max Pflugrad is a Series 65-licensed financial advisor with Baltimore-Washington Financial Advisors, where he has worked since 2021. He has three years of industry experience and previously worked at Towson University and Calvert Hall High School. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs a model portfolio investment approach overseen by an investment committee and integrates financial planning with tax advisory and business-related services to a large client base through standardized, scalable processes.

Alex Graham is a financial advisor at Graham Capital Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Graham Capital Wealth Management since 2015. In addition to his advisory role, he serves as president of Graham Capital Advisors LLC, an insurance-focused and estate planning firm, where he manages employees, technology, and accounting functions. Graham Capital Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $251.2 million for about 705 clients, utilizing a combination of ETFs, bonds, low-cost mutual funds, and individual stocks with a long-term investment approach supported by fundamental, technical, and cyclical analysis.

Edward Giese is a Series 65-registered financial advisor with 14 years of industry experience. He is currently with Promethium Advisors, LLC, where he has worked since 2024. Prior to joining Promethium, he was with Sargent Investment Group LLC and United Capital Financial Advisors. Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting services to both individual and institutional clients. The firm employs a diversified investment approach, combining passive and active strategies, alternatives, and tactical asset allocation, and manages a wrap fee program that encompasses the majority of its assets.

Gary Aiken is a financial advisor at Concord Wealth Partners with six years of industry experience. He holds a Series 65 designation and has previously worked at AAFMAA and AAFMAA Wealth Management & Trust LLC. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting with a focus on tailored asset allocation and cash management.

Stein Olavsrud is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with FBB Capital Partners since 2004. FBB Capital Partners serves individual and high-net-worth clients, family offices, and institutions with financial planning and discretionary portfolio management. The firm employs diversified, low-cost portfolios incorporating traditional and alternative investments, using model portfolios and target asset allocations, and oversees approximately $2.39 billion in assets across a team of 11 advisors.

Debora May is a CFP® with 29 years of industry experience and is affiliated with Councilor Wealth LLC, a team-based advisory firm. She has worked at May Barnhard Investments, LLC since 2013 and previously at May & Barnhard, PC from 1989 to 2018. In addition to her financial advising role, she is a full-time CPA providing both financial planning and accounting services. Councilor Wealth provides portfolio management and financial planning to individuals, retirement plans, and not-for-profit organizations, using a mix of fundamental and technical analysis along with modern portfolio theory. The firm manages client assets directly and integrates investment advice with tax and accounting services through its parent company structure.

Owen Eldridge is a financial advisor at Evermay Wealth Management, LLC in Arlington, VA. He holds Series 65 and Series 66 licenses and has been with Evermay since 2026. Prior to joining the advisory firm, his work experience includes roles at BrandSafway, Doordash, and the University of Amsterdam. Evermay Wealth Management is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a team-based approach to deliver tailored investment management and financial planning services, overseeing approximately $1.33 billion in assets across an 18-advisor team.

Ryan Klinger is a financial advisor with Lafayette Investments, Inc. in Ashton, MD, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Lafayette Investments since 2005. Lafayette Investments is a SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charities, and business entities with discretionary portfolio management. The firm employs a long-term, low-turnover investment approach focused on fundamental and qualitative security analysis, managing portfolios that include equities, fixed income, mutual funds, and ETFs.

Eric Dzik is a financial advisor with Evermay Wealth Management, LLC in Arlington, VA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Evermay in 2023, he worked at West Financial Services, Inc. and has experience in education and hospitality sectors. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a team-centric advisory model with distinct service levels and integrates investment management with tax and estate planning through affiliated and third-party resources.

Nicholas Angelis is a financial advisor at Delta Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has been with Delta Financial Advisors since 2009. Outside of his advisory role, he works part-time as an administrative assistant to a representative at Regulus Advisors. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm offers customized asset-allocation strategies and integrates advisory services with in-house accounting, tax preparation, and an affiliated insurance agency.

Matthew Smiler is a ChFC® credentialed financial advisor with seven years of industry experience. He has worked at Baltimore-Washington Financial Advisors since 2019 and previously spent seven years at Katzabosch. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and non-profit organizations. The firm employs a team-based, holistic approach that integrates financial planning, portfolio management, tax services, and business advisory support.

Steven Larosa is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He has been with Edgemoor Investment Advisors, Inc. since 2021 and previously worked at Bank of America Private Bank from 2012 to 2021. 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 construct concentrated equity and income portfolios tailored to client objectives and manages accounts on a discretionary basis.

Michael Marsh is a financial advisor at Princeton Global Asset Management LLC with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Northern Trust, Rockefeller & Co., and Merrill. Marsh serves as a board member for Jesuit Volunteer Corps USA, providing guidance on program growth. Princeton Global Asset Management offers discretionary investment supervisory services and financial planning to individuals, pension plans, foundations, and endowments. The firm employs a fundamentally driven investment process that integrates global macro, currency, and geopolitical analysis to create customized portfolios, often using third-party platforms for held-away account management and independent manager allocations.

Kimberly Basenback is a Certified Financial Planner™ (CFP®) with 13 years of industry experience. She has been with Financial Services Advisory, Inc. since 2013. Kimberly holds the Series 66 license and is based in Rockville, MD. She is part of FSA Wealth Partners, a fee-only fiduciary registered investment adviser that manages approximately $820 million across about 700 clients. The firm serves individuals, business owners, foundations, trusts, and retirement accounts using both actively managed and passive investment strategies informed by technical and fundamental analysis.