Shaun Eddy is a CFP® professional with 32 years of industry experience, currently serving at Oxford Planning Group, LLC since 2017. Prior to this, he worked at Strategic Wealth Management Group for 16 years. Oxford Planning Group provides investment advisory services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages discretionary and non-discretionary accounts and offers customized portfolios using fundamental and technical analysis, with an emphasis on retirement plan consulting and participant education.

Leah Woodly is a CFP® with four years of industry experience currently advising at Dorval & Chorne Financial Advisors. She previously worked at AdvisorNet Wealth Management and Jacobs, and has experience outside finance as a tax preparer. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth clients, and businesses, managing approximately $374 million in assets with an investment approach based on diversification and fundamental analysis.

Sean Moore is a CFP® professional with eight years of industry experience. He is currently a co-owner and Director of Operations at Moore Wealth, where he has worked since 2023. Prior to this, Moore served at Commonwealth Financial Network for six years and was a member of the United States Army from 2011 to 2017. Moore Wealth serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and discretionary asset management. The firm manages approximately $156.9 million in assets and employs a mix of firm-managed and third-party model portfolios supported by Commonwealth’s platforms.

Finnian Devine is a financial advisor at Marks Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Marks Wealth Management, he worked at Advarra, Inc and Stella Notte. Marks Wealth Management provides comprehensive wealth management and investment advisory services primarily to individual clients and related entities. The firm manages portfolios on a discretionary basis using a global allocation approach that incorporates both fundamental and technical analysis.

Patricia Eddy is a financial advisor at Oxford Planning Group, LLC with 17 years of industry experience. She holds a Series 65 designation and practices in Woodstock, Maryland. Oxford Planning Group serves individual and high-net-worth clients, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, employing an analytic approach that combines fundamental and technical analysis while customizing portfolios across various securities and independent managers.

Shabri Moore is a CFP® with 29 years of experience in the financial services industry. She is a managing partner at Moore Wealth, where she has worked since 2023. Prior to that, she spent over a decade at Commonwealth Financial Network. Moore Wealth serves individual and high-net-worth clients, pension plans, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and discretionary asset management through a combination of firm-managed and third-party portfolio strategies.

Timothy Stolz is a Certified Financial Planner® with seven years of experience, currently serving as an advisor at Bestgate Wealth Advisors, LLC. He has a background that includes roles at SurePath Wealth Management, Court Place Advisors, and McLean, Koehler, Sparks & Hammond. Stolz is also a Certified Public Accountant and partner at Bestgate Tax & Accounting Advisors, LLC, a CPA firm focused on tax and accounting for small businesses and individuals. Bestgate Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, businesses, and retirement plans. The firm employs an investment approach that combines fundamental analysis, modern portfolio theory, and quantitative analysis, with a focus on long-term trading and diversified allocations.

Kirsten Calambro is a CFP® professional with Oxford Planning Group, LLC in Woodstock, MD, where she has worked since 2019. She has four years of industry experience and attended James Madison University. Oxford Planning Group provides investment advisory services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a tailored investment approach combining fundamental analysis with technical techniques and offers services including participant education and plan menu selection for retirement plans.

Richard Gloekler is a financial advisor at Marks Wealth Management in Ellicott City, MD. He holds a Series 65 designation and has recently started his career in financial advising, with prior experience at the University of Maryland. Marks Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers comprehensive wealth management services including financial planning, consulting, and discretionary portfolio management, with an investment approach focused on globally allocated portfolios and active management.

Leon Malnik is a financial advisor with Malnik Wealth Management, LLC in Clarksville, MD, holding Series 63 and Series 66 licenses and over 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and The Retirement Group, LLC. Outside of advisory work, he is involved in selling fixed insurance and annuity products and owns an insurance agency. Malnik Wealth Management provides personalized asset management primarily focused on retirement preparation and ongoing portfolio oversight for individuals and families. The firm manages approximately $79 million for around 150 clients, employing a mix of active and passive strategies across equities, ETFs, and fixed income, with services including management of held-away retirement accounts.

Dale Rice is a CFP® with 29 years of industry experience, currently serving as an advisor at Intentional, LLC since 2022. He previously worked at Prime Wealth Management and Commonwealth Financial Network. Rice is a part owner of Rice Financial, LLC, a private entity involved in securities, advisory, and insurance business. Intentional provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as retirement plan consulting for businesses and institutions. The firm’s investment approach integrates fundamental, technical, and economic analysis and includes due diligence on alternative and private investments for qualified investors.

Gregory Will is a CFP® professional with six years of experience in financial advising. He has worked at Bestgate Wealth Advisors, LLC since 2019 and previously at Park Avenue Securities, LLC and Hertzbach & Company, PA. In addition to his advisory role, he is a principal at Bestgate Tax & Accounting Advisors, LLC, where he has been involved since 2018. Bestgate Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, businesses, and retirement plans. The firm manages approximately $129 million for over 100 clients, utilizing a combination of fundamental analysis, modern portfolio theory, and quantitative methods to implement long-term, diversified investment strategies.

Joseph Johnson is a financial advisor at The J.O. Johnson Group Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade Investment Management, LLC and Scottrade/TD Ameritrade. The J.O. Johnson Group provides advisory services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm combines technical and fundamental analysis with modern portfolio theory to manage portfolios across a range of asset classes and employs active options strategies, typically managing accounts on a discretionary basis.

Charles Marks is a financial advisor at Marks Wealth Management with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Marks Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers comprehensive wealth management services, including financial planning, consulting, and discretionary portfolio management, with a focus on globally allocated portfolios that primarily use exchange-traded funds alongside mutual funds and individual securities.

Edward Loftice is a financial advisor at Montgomery Financial with 13 years of industry experience. He holds a Series 65 designation and has worked at firms including MFS Wealth LLC and Tounjian Advisory Group. Outside of his advisory role, he is also a musician. Montgomery Financial serves individual clients, including high-net-worth households, and provides discretionary asset management through a sub-adviser platform as well as ERISA plan advisory services. The firm emphasizes affiliations with other investment advisers and offers educational seminars and workshops.

Christopher Rhoads is a financial advisor at NorthPeak Financial, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at NorthPeak Financial since 2021. Outside of advisory work, he is the managing member of WealthFlow Inc., an insurance agency, and CEO of Live Pulse, a technology company. NorthPeak Financial serves individuals, trusts, estates, charitable organizations, and business entities by providing portfolio management, modular financial planning, and pension consulting services. The firm manages client assets primarily on a discretionary basis, employing various analytical methods and strategic asset allocation to align portfolios with client objectives.

Timothy Miller is a financial advisor at Monocacy Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and is also a partner in an accounting and consulting firm, Faragalla and Associates. Additionally, Miller is involved in a technology and software company, Entegrated, LLC, where he assists with CRM-based projects. Monocacy Wealth Management primarily serves individual and high-net-worth clients, providing portfolio management and financial planning services that include a range of investment strategies and retirement plan consulting. The firm combines advisory services with affiliated insurance and accounting businesses, allowing integrated tax, insurance, and real estate analysis.

Rita Abel is a CFP® and PFS™ credentialed advisor with 18 years of experience in financial services. She has been with ABEL Financial Management Co. since 1994 and has operated her own CPA practice since 1991. Abel serves as a trustee for a client’s insurance trust and is a member of the AICPA and MACPA. ABEL Financial Management Co. provides comprehensive financial management and planning primarily to individual clients, including high-net-worth households, as well as corporations and families. The firm combines independent model portfolios and internally developed strategies, integrating tax and accounting considerations through its affiliation with a CPA practice.

Jason Cox is a financial advisor with Northpeak Financial, Inc. in Frederick, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Northpeak Financial since 2011. Northpeak Financial serves individuals—including high-net-worth clients—trusts, estates, charitable organizations, and business entities, providing portfolio management, modular financial planning, and pension consulting services. The firm manages client assets on a discretionary basis using various analytical methods and strategic asset allocation, and it also works with corporate pension and profit-sharing plans.

Joshua Malnik is a financial advisor at Malnik Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, TD Ameritrade, and The Retirement Group LLC. In addition to advisory work, he is also licensed to sell fixed and traditional insurance products. Malnik Wealth Management, LLC provides personalized asset management primarily to individual clients and their families, focusing on retirement preparation and ongoing portfolio management. The firm employs fundamental analysis and proprietary allocation models to build portfolios using individual equities and income-oriented ETFs, combining active and passive strategies according to client goals.