Quinn Sutker is a financial advisor with The Kelly Group in Bel Air, MD, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining The Kelly Group, he worked at InFocus Financial Advisors and has academic experience from Salisbury University. The Kelly Group serves individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing over $1 billion in assets with a team of 15 advisors. The firm employs a team-based approach focused on diversified model portfolios, ongoing monitoring, and behavioral coaching to support long-term investment goals.

Michael Bertrand is a financial advisor at The Kelly Group with 24 years of industry experience. He holds a Series 65 designation and has been with The Kelly Group since 2003, previously working at Cambridge Investment Research, Inc. from 2005 to 2020. He serves as a board member for THE ARC NCR, a nonprofit organization. The Kelly Group provides advisory services to individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing approximately $1.13 billion in assets through a team of 15 advisors. The firm employs a team-based approach focused on diversified model portfolios and financial planning, incorporating active management and behavioral coaching.

Isaiah Smith is a financial advisor at The Kelly Group with a Series 65 designation and seven years of industry experience. He previously worked at Brown Advisory and BNY Mellon before joining The Kelly Group. The Kelly Group serves individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing about $1.13 billion in assets for over 1,000 clients through a team-based approach. The firm emphasizes diversified model portfolios with active management, ongoing monitoring, and behavioral coaching as part of its financial planning process.

Chad Arrington is a CFP® professional with 13 years of industry experience. He has been with The Kelly Group since 2010, with prior roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory work, he serves as Treasurer for the Greater Bel Air Community Foundation and as Director and Partner Liaison for the Financial Planning Association of Maryland. The Kelly Group is a team-based firm serving individuals, families, trusts, nonprofits, corporations, and qualified retirement plans. The firm manages approximately $1.13 billion in assets and employs diversified model portfolios primarily using institutional mutual funds, combined with ongoing monitoring and behavioral coaching.

Thomas Cusick is a Certified Financial Planner® with nine years of industry experience. He has been with The Kelly Group since 2017, with prior roles at Cambridge Investment Research and AXA Advisors LLC. Cusick serves as an officer for the Financial Planning Association of Maryland, contributing to the development of educational programming. The Kelly Group is a team of 15 advisors managing approximately $1.13 billion in assets for a diverse client base, including individuals, families, nonprofits, and corporations. The firm employs a team-based approach with CFP® professionals, utilizing diversified model portfolios and behavioral coaching to support long-term investment objectives.

Stephanie Waskey is a financial advisor with Aegis Wealth Management, Inc., holding a Series 65 designation and beginning her advisory career in 2026. She has prior experience with Harford Wealth Group Inc. and has also worked as a substitute teacher with Harford County Public Schools. Outside of advising, she has administrative responsibilities with Harford Life Group Inc., an insurance agency. Aegis Wealth Management serves individual investors, including high-net-worth clients, as well as institutions and retirement plans, providing financial planning, retirement and education savings analysis, and discretionary portfolio management. The firm uses a multi-team advisor structure and primarily implements portfolios through third-party sub-advisers and model portfolios.

Nicholas West is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Dew Wealth Management and previously held roles at Jacob William Advisory, Network Management Inc., and S&L Prime. Outside of advising, he is also an insurance agent, maintaining a license for insurance consulting and trail commissions. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator services.

Charles Wolpoff is a CFP® professional with 25 years of industry experience. He has worked at The Kelly Group since 2020 and held previous roles at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2013 to 2020. In addition to his advisory work, he teaches at Harford Community College. The Kelly Group serves individuals, families, trusts, estates, nonprofits, corporations, and qualified retirement plans, managing approximately $1.13 billion in assets for over 1,000 clients. The firm employs a team-based approach using diversified institutional mutual fund portfolios combined with ongoing monitoring, rebalancing, and behavioral coaching.

Bryan Kelly is a CFP® professional with 33 years of industry experience, currently serving at The Kelly Group in Bel Air, MD. His career includes over two decades at Cambridge Investment Research and a long tenure at The Kelly Group dating back to 1997. He serves as chairman of the board and an active board member of Upper Chesapeake Medical Center and holds leadership roles on other nonprofit and corporate boards. The Kelly Group advises individuals, families, trusts, estates, nonprofits, corporations, and qualified retirement plans, managing approximately $1.13 billion in assets through a team of 15 advisors. The firm employs a team-based model with a focus on diversified, actively managed portfolios combined with comprehensive financial planning and behavioral coaching.

Candace Clipper is a financial advisor at The Kelly Group with one year of industry experience. She holds a Series 65 designation and previously worked at Weinberg Financial Advisory for ten years. The Kelly Group serves individuals, families, trusts and estates, nonprofits, corporations, and qualified retirement plans, managing approximately $1.13 billion in assets for over 1,000 clients. The firm employs a team-based model focusing on diversified, actively managed portfolios combined with ongoing monitoring, behavioral coaching, and comprehensive financial planning services.

Michael Pirolli is a financial advisor at The Kelly Group in Bel Air, MD, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Chesapeake Financial Advisors, WMS Partners, and Merrill Lynch. Earlier in his career, he worked with the Baltimore Orioles and in various other non-financial roles. The Kelly Group serves individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing over $1 billion in assets through a team-based approach. The firm employs diversified model allocations with a preference for active managers and offers a range of financial planning and investment management services.

Sherri Over is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. She holds the Series 65 designation and has been self-employed since 2014, primarily working as a life and health insurance sales agent. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies, utilizing a combination of fundamental, technical, and cyclical analysis.

John Donohue III is a CFP® professional with 20 years of experience in financial advising, currently serving at Founders Financial Securities LLC since 2006. He holds the Series 66 designation and is based in Bel Air, MD. In addition to his advisory role, he acts as treasurer for DHT Financial Group and serves as a trustee for irrevocable trusts. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing both traditional and non-traditional delivery methods including model portfolios and co-advised private wealth solutions.

Brooks Shertzer is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and nine years of industry experience. He has been with Founders Financial Securities since 2015. Outside of his advisory role, Shertzer serves as treasurer for the Penman Aaron Committee, the Harford County Sheriff's Foundation, and Harford Family House, a nonprofit providing housing and support to families experiencing homelessness. Founders Financial Securities offers investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of advisory representatives managing around $4.1 billion in assets. The firm supports a variety of advisory platforms and emphasizes both discretionary and non-discretionary management, niche services like 1031 exchange consulting, and a subscription-based retirement guidance service.

Jude Kotarides is a financial advisor at CW Advisors, LLC with 24 years of industry experience. He holds the PFS™ designation and previously worked for Alliant Financial Management, Inc. from 1992 to 2023 before joining Congress Wealth Management LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and business entities, offering wealth management, financial planning, family office services, and retirement plan advisory. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, with investment oversight conducted by a dedicated committee.

Michael Thomson Sr. is a ChFC® credentialed advisor with Founders Financial Securities LLC in Bel Air, MD, bringing 31 years of industry experience. He has been with Founders Financial Securities since 2006. Outside of his advisory role, he is involved in managing employee benefits through HT Financial and serves as treasurer for a local political campaign. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and consulting services, utilizing multiple delivery platforms and third-party sub-advisors to provide customized investment solutions.

Gregory Hart is a financial advisor at Founders Financial Securities LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Founders Financial Securities since 2006, following a 23-year tenure at Janbar, L.L.C. Hart is also involved with DHT Financial Group, an investment advisory business. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing both traditional and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

Christopher Hardy is a Series 66-credentialed advisor at First Advisors National, LLC with 26 years of industry experience. He has been with First Advisors National since 2019, following prior roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Outside of his advisory work, Hardy serves as an assistant basketball coach for the Maryland Hoopmasters AAU team. First Advisors National provides investment management and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm employs tactical and strategic asset allocation, largely managing accounts on a discretionary basis through third-party money managers and supplements portfolios with advice on individual equities, ETFs, and mutual funds.

Ronald Hammons is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Founders Financial Securities since 2011. Outside of his advisory role, Hammons provides business consulting services focused on ownership guidance, efficiency improvement, and exit planning for business owners. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing various advisory platforms and a combination of mutual funds, ETFs, and sub-advised strategies.

Cherisse Reumont is a financial advisor at First Command Advisory Services with nine years of industry experience and holds Series 63 and Series 65 licenses. Her background includes roles at the Small Business Administration and multiple First Command entities. Outside of financial advising, she works as a fragrance freelancer for Christian Dior and serves as treasurer for Channel of Grace Worship Center, overseeing its financial operations. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring model portfolios managed centrally by an Investment Management Team.