Wesley Brown is a financial advisor with Remnant Wealth in Gaithersburg, MD, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 10 years of industry experience, including prior roles at Park Avenue Securities, Guardian Life Insurance, Nationwide Insurance, and Ohio National Financial Services. Outside of advisory work, he is involved in property and casualty insurance sales. Remnant Wealth provides investment and advisory services focused on pooled vehicles and institutional-style engagements. The firm offers portfolio management, wealth management, financial planning, and educational seminars, employing a non-discretionary approach with a variety of securities and multiple methods of analysis tailored to client objectives.

Darren Straniero is a CFP® with 17 years of industry experience. He is the sole advisor at OnPlane Financial Advisors, an independent firm he has led since 2018. Prior to founding OnPlane, he worked for Park Ave Securities and Guardian Life Insurance for ten years each. OnPlane Financial Advisors serves individual clients and families, providing comprehensive financial planning and asset management primarily through virtual meetings. The firm employs a passive, index-oriented investment strategy and uses a fixed retainer fee model rather than percentage-of-assets billing.

Andrew Hamill is a CFA® charterholder with experience at Foxgrover Investment Partners since 2025, Atlantic Union Bank since 2021, and Wells Fargo from 2011 to 2021. He is based in Gaithersburg, MD. Foxgrover Investment Partners provides portfolio management and personalized financial planning to individuals and high-net-worth clients, using fundamental analysis, modern portfolio theory, and quantitative methods to inform investment decisions. The firm offers both non-wrap and wrap fee programs, managing portfolios with discretion based on clients’ investment policy statements.

Prospero Roda is the sole advisor at Roda Investment Management, LLC in Burtonsville, MD, holding Series 63 and Series 66 credentials with 21 years of industry experience. He has led Roda Investment Management since its founding in 2006. Roda Investment Management provides personalized, fee-only investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets on a discretionary basis using a strategic asset-allocation framework focused on individual equities, fixed income, and exchange-traded funds, incorporating fundamental analysis and global diversification to manage risk.

Philip Chauche is the principal of Chauche & Associates LLC, an independent advisory firm based in Germantown, MD. He holds the CFP® and CFA® designations and has 18 years of industry experience. Chauche has led his firm since 2003. Chauche & Associates LLC manages portfolios and provides financial planning for a limited number of individual clients, focusing on diversified, personalized asset allocation. The firm employs a top-down investment approach, primarily using no-load and low-load mutual funds, and maintains periodic client account reviews without taking custody of assets.

My name is Matthew, your advisor at Cadence Planning. I entered the professional world as a teacher. For over six years, I spent time with students, developed after-school robotics programs, and relished the opportunity to educate and empower the people around me. That is why, I believe it is important for clients to understand, I entered the financial world as a teacher as well. The passion for teaching never left me. I had witnessed, first hand, the impact education has on someone's self-confidence, security, and semblance of joy. And I carry this approach with me into my advising. In 2006 I decided to leave teaching altogether to work full-time as a tax accountant. I took and passed each section of the EA exam between 2009 and 2010, receiving my EA designation in March 2011. I've been given the opportunity to present to my peers at conferences and in 2012 was honored to be a recipient of the “Outstanding Young Professionals Award” from the Maryland Society of Accountants. In 2021, I completed the Financial Planning Program at the Boston Institute of Finance at Bryant University and subsequently passed the CFP exam and earned my CFP Marks. It's been a hard but rewarding journey and has left me feeling empowered to help clients. That is why I love what I do.

Nicholas Herman is a financial advisor at Elite Financial Group in Gaithersburg, MD, holding a Series 65 designation with 18 years of industry experience. He previously worked at Capital Financial Partners from 2005 to 2018. Outside of his advisory role, Herman is the CEO of a general contracting company and is also active as a real estate agent and insurance agent. Elite Financial Group provides portfolio management services primarily for individual and high-net-worth clients, using a combination of charting, fundamental, and technical analysis within a long-term trading framework. The firm’s approach includes managing portfolios with mutual funds, equities, fixed income, ETFs, annuities, and TIPS.

Stephanie Bigwood is a CFP® and ChFC® with 30 years of experience in financial advisory and related fields. She is the principal of Goldsborough Capital Management, LLC, a firm she has led since 2012. In addition to her advisory work, she manages Goldsborough Tax and Accounting Services, LLC, where she prepares tax returns. Bigwood is also involved with the TowsonTowne Rotary Foundation as a board member. Goldsborough Capital Management provides investment advisory and portfolio management services to individuals, trusts, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. The firm designs portfolios tailored to clients' objectives and risk tolerance, employing a range of strategies including asset allocation, option strategies, and the use of sub-advisers.

Kurt Houghton is a financial advisor at Safe Harbor Investment Advisors, LLC with 26 years of industry experience. He holds the Series 66 designation and has been with Safe Harbor since 2007. Safe Harbor Investment Advisors provides discretionary portfolio management for individual investors and advisory services to retirement plan sponsors, businesses, and nonprofit organizations. The firm employs fundamental equity analysis and diversified holdings to implement tailored investment strategies and offers both discretionary and non-discretionary services for ERISA retirement plans.

Brandon Crabb is a financial advisor at Red Sky Capital Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research, Inc. since 2010. He also operates Crabb Financial Strategies, an independent insurance agency. Red Sky Capital Management provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth investors, trusts, foundations, corporations, and pension plans. The firm’s investment approach combines fundamental and technical analysis with quantitative algorithms and risk management, emphasizing diversification and capital preservation.

Catharine Fairley is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. She is the principal of Catharine Fairley Planning Group LLC, an independent firm based in Frederick, MD. In addition to financial planning, she owns and operates a separate CPA firm, Catharine Fairley, CPA LLC, where she spends most of her professional time. Her firm provides fee-only, hourly financial planning services to individuals, business owners, and trustees, with an emphasis on tax and divorce-related financial planning. The firm offers a long-term, buy-and-hold investment approach using diversified, no-load mutual funds and ETFs, and maintains a non-implementation service model without discretionary authority or asset management.

Sean Falk is a financial advisor with Peak Investment Advisors, Inc. in Germantown, MD, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Peak Investment Advisors since 2006 and also manages Peak Insurance & Benefit Services, LLC, an insurance and benefit services firm serving individuals, employers, and groups. Additionally, he works part-time as a tax preparer during tax season. Peak Investment Advisors, Inc. provides discretionary asset management to individuals, trusts, pension plans, and other entities, combining fundamental, cyclical, and technical analysis with a primarily buy-and-hold investment strategy. The firm manages accounts on a discretionary basis and refers clients to unaffiliated third-party money managers.

Patrick Ferguson is a financial advisor at Intentional, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Commonwealth Financial Network. In addition to his advisory role, Ferguson is licensed to sell fixed and traditional insurance products. 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 combines fundamental, technical, and economic analysis in its investment approach and offers due diligence and monitoring of alternative and private investments for qualified investors.

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.

Travis Funkhouser is a financial advisor at Glover Park Wealth Management, LLC in Gaithersburg, MD. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining the advisory firm, he has worked at the National Institutes of Health and Maryland Tax Service, Inc. outside the financial advisory industry. Glover Park Wealth Management is a small, owner-operated SEC-registered advisory firm that serves individuals—including high-net-worth clients—trusts, estates, corporations, and retirement plans. The firm offers customized investment management, financial planning, and retirement plan advisory services, utilizing a variety of strategies and portfolio constructions to meet client needs.

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.

Ashley Perlmutter is a financial advisor at Sherman Wealth Management LLC with four years of industry experience. She holds a Series 65 designation and has worked at Sherman Wealth Management since 2020. Outside of her advisory role, she is involved in affiliate linking and reselling clothing through Poshmark. Sherman Wealth Management offers investment advisory and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a customized, open-architecture investment approach focused on long-term investing and asset allocation using low-cost mutual funds, ETFs, and selected alternative investments.

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.

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.