Kathleen Houseman is the principal advisor at Houseman Financial LLC and holds a Series 65 designation. She has over 28 years of experience, including a long tenure at McCormick & Company, Inc., and currently also works as a financial consultant and tax professional at William T Houseman CPA. Houseman Financial LLC provides investment supervisory services primarily through discretionary money-manager arrangements for institutional accounts, pooled vehicles, and retirement plans, while also supporting 401(k) programs with third-party administration. The firm employs a value-driven, fundamental analysis investment approach and offers financial planning and consulting services alongside public educational seminars.

William Kauffman is a CFA® charterholder with 7 years of industry experience. He is the sole advisor at Paramount Investments, LLC, which he has been affiliated with since 2013. Kauffman also holds a senior research analyst role at a nonprofit industry center. Paramount Investments is a Maryland-registered, single-advisor firm providing discretionary portfolio management, financial planning, and 401(k) consulting to individuals, high-net-worth clients, legacy trusts, small businesses, and charitable organizations. The firm uses fundamental analysis combined with low-cost mutual funds and ETFs to build customized, long-term portfolios, and it offers features such as performance-based fees and retirement plan participant education.

Peter Mulaikal is the sole advisor at Hansa Investments LLC and holds Series 63 and Series 65 licenses, with 29 years of industry experience. Prior to founding Hansa Investments in 2017, he worked at H. Beck, Inc. for 12 years. He is also a member of Anesthesia Perioperative Services LLC, where he has served as an anesthesiologist since 2005. Hansa Investments LLC provides portfolio management and financial planning for individuals, including high-net-worth clients, and offers pension consulting for employee benefit plans. The firm employs a diverse investment approach incorporating multiple analysis methods and strategies, combining pension consulting with licensed insurance sales within a small independent advisory setting.

Thomas Bonvissuto is the principal of Intero Financial Planning, LLC in Parkton, MD, with 29 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 65 designations. Prior to founding Intero Financial Planning in 2019, he worked at The Financial Consulate Inc. and held roles at Lyft and Uber. He serves as a trustee for Sheppard Pratt Investment Inc., where he reviews investments monthly. Intero Financial Planning is an independent registered investment adviser serving individuals, including high-net-worth clients, as well as institutional entities such as pension plans, nonprofits, and corporations. The firm offers financial-planning-driven investment management, public educational seminars, annuity placement, and uses a multi-allocation strategy focused on ETFs, mutual funds, and a combination of passive and active management.

Paul Nastasi is a financial advisor at A. J. Perry & Company, Inc. with 22 years of industry experience. He holds the Series 65 designation and has been with A. J. Perry & Company since 1987. A. J. Perry & Company provides discretionary portfolio management and investment advice primarily to individual clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, charitable organizations, and corporations. The firm’s investment approach focuses on diversified, low-turnover mutual fund allocations tailored to client objectives, with ongoing monitoring and quarterly reviews.

If you are analytical, love details, and have higher standards and expectations for your financial advisor, we should talk. Our service model is high touch, very personalized, and as detailed oriented as you can get. We specialize heavily in retirement income planning and customization. We also pride ourselves in our very in depth, proactive tax planning. We are veteran-owned, real fiduciaries, and would love the opportunity to show you what we can do.

Wilson Taliaferro is a financial advisor at Bush River Trust, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Axa Advisors LLC before joining Bush River Trust in 2017. Outside of his advisory role, he serves as a board member for Gunpowder Riverkeeper, Inc., a nonprofit focused on protecting and restoring the Gunpowder River and its watershed. Bush River Trust provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm emphasizes a long-term investment approach based on fundamental analysis, modern portfolio theory, and technical analysis, generally operating on a non-discretionary basis with ongoing client involvement.

Brandon Croxton is a CFP® professional with 20 years of industry experience, currently operating as the sole advisor at BRC Financial Planning. He has held roles at Lombard Securities, Edelman Financial Services LLC, and is part owner of Croxton, Thornton, Hammond LLC. Croxton serves on the board of Stocks in the Future, a nonprofit teaching investment principles to middle school students in underserved communities. BRC Financial Planning is a fee-only independent advisory firm serving individuals, high net-worth clients, employer-sponsored pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes client-specific investment policies based on modern portfolio theory, combining passive and active strategies primarily through the Betterment platform, and offers pension plan consulting and retirement plan management, including ERISA 3(38) investment management for plan sponsors.

Joseph Valletta is the principal of HR Investment Consultants, Inc. in Baltimore, MD, holding a Series 65 credential with 35 years of industry experience. He has been with HR Investment Consultants since 1994. Outside of advisory services, he co-owns Pension Data Source, Inc., a firm that publishes fee benchmarking data for retirement plans. HR Investment Consultants, Inc. provides specialized retirement-plan consulting to corporations, institutions, and associations with participant-directed plans, focusing on 401(k) and 403(b) sponsors. The firm operates as a solo practice serving a limited client base, offering non-discretionary fiduciary and non-fiduciary consulting services without managing client assets.

Samrang Vattana Hai is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He is the principal advisor at Belleros Capital Management, LLC, an independent firm he founded after previous roles at Partnership Wealth Management and Horan Capital Management. In addition to advisory services, he is a licensed insurance agent and dedicates part of his professional time to insurance sales. Belleros Capital Management provides investment advisory and financial planning services to individuals and high-net-worth clients, focusing on tailored asset allocation and discretionary portfolio management. The firm emphasizes aligning investment strategies with clients’ risk tolerance and time horizon, employing various techniques including technical analysis and dollar-cost averaging.

John Berzellini Jr. is a CFP® professional with 22 years of industry experience. He has operated JBA Financial Advisors in Timonium, MD since 2007. Berzellini is also involved in insurance and annuity sales and owns a tax preparation business. JBA Financial Advisors serves individuals, high-net-worth clients, charitable and non-profit organizations, and business entities, providing investment management, financial planning, and advisory referrals. The firm employs a passive investment approach based on Modern Portfolio Theory, using diversified portfolios with a focus on index funds and ETFs for discretionary accounts, while non-discretionary accounts may include individual securities and bonds.

EXPERIENCE & EXPERTISE Mitchell is the founder of Dyer Private Wealth Management & Financial Consults Group, LLC d/b/a Dyer Private Wealth Management, a Registered Investment Advisor in the State of Maryland. Mitchell provides his clients with safe, affordable, and precise solutions to fit their financial needs. Mitchell gained experience from strong mentors and other CERTIFIED FINANCIAL PLANNERS® before branching off to start his own firm. Mitchell works with clients in a caring and thoughtful way, helping them to grow with compassion and understanding. COMPANY MISSION Mitchell's vision of DPWM includes a practice filled with like-minded individuals with the same goal, to assist the community. His client base consists of those who require premium level expertise and the highest level of analytics and attention. As his team and company grows, he ensures the level of integrity and comfort among both clients and employees remains high. His practice was built on passion and love for the industry, coupled with his extensive technical knowledge and care for others. EDUCATION B.S. from Towson University in Molecular Biology, Biochemistry, & Bioinformatics CERTIFIED FINANCIAL PLANNER® Life, Health, Accident, & Sickness Insurance Producer - No Commissionable Products Sold Active FINRA licenses: Series 7 & Series 63 - No Association With Broker Dealer Active NASAA licenses: Series 65 OUR PHILOSOPHY We can utilize our skillset to help others and at our firm that skill relates to financial wellbeing. The community needs experts who can cater to all individuals regardless of their financial status, and we aim to just do that, this means we have no asset minimums. We improve clients finances so they can live fulfilling lives, and we see our job to help them reach that fulfillment. WHY I LOVE DYER PRIVATE WEALTH This firm started from an idea and a passion, and the willingness to aim for something larger than one individual’s goal. It started from the ground up with integrity and belief, coupled with an exceptional financial skillset that has gotten us to where we are today. Our firm, our clients, and our soon to be growing team will all participate in something larger than ourselves with the sole intent of making a positive impact for others along the way.

Michael Granata is the sole advisor at MG Financial Services, an independent firm based in Finksburg, MD. He holds a Series 65 designation and has 4 years of industry experience. Granata also owns and operates an accounting and tax services business outside of his advisory role. MG Financial Services provides discretionary portfolio management and general investment advice to individual investors, trusts, estates, retirement accounts, and business entities. The firm employs a dividend-growth, buy-and-hold investment approach focused on industry-leading companies and integrates tax preparation and accounting services with its client offerings.

Most people spend forty years learning how to save. Then retirement asks them to do the opposite—spend what they saved—and nobody teaches them how. Provision Financial Planning exists for the Dangerous Decade: the five years before and after retirement, when sequence-of-returns risk peaks, decisions become irreversible, and most advisors disengage the moment the 401(k) rollover is done. We work with lifelong savers who did everything right, have no traditional pension, and now need a plan for turning savings into income without running out or overpaying the IRS. Our approach follows three steps: Plan. We map what your life will actually cost—your essential expenses, your discretionary spending, and everything in between. Prepare. We build an income floor that protects your essential expenses from market volatility, matching specific investments to when you'll actually need the cash. Separately, we coordinate multi-year tax strategy—Roth conversions, RMDs, Social Security timing—because we play chess while the IRS plays checkers. Protect. A plan that isn't defended against markets, taxes, health events, and time isn't a plan, it's a hope. We layer strategies so there's no single point of failure, and we stay engaged for the life of the plan, not just the rollover. Founder Robert Lindstrom, CFP®, EA, is one of a small number of advisors who holds both the CFP® and Enrolled Agent designations, putting him at the intersection of retirement planning and tax strategy. As a fee-only fiduciary, Robert is compensated only by his clients—never commissions—so his advice is never for sale. We specialize in coordinating retirement income planning, investment management, and multi-year tax strategy as one integrated system rather than compartmentalized services, because these areas are inextricably linked. We also have particular experience helping people retiring solo, the self-employed, and those navigating a major transition like widowhood or divorce. Based in Towson, Maryland, Provision works in person locally and virtually with retirees nationwide. If you're approaching the Dangerous Decade and want to move from anxious saver to confident spender, we'd welcome the conversation.

Kristopher Hallengren is the principal of KRH Investments, LLC and holds a Series 65 designation with 15 years of industry experience. He has been associated with KRH Investments since 2010 and also serves as a director at Weyrich, Cronin & Sorra, a firm specializing in business valuation and forensic accounting, where he is involved in litigation testimony and business valuation. KRH Investments, LLC provides financial planning and discretionary investment management primarily to individual clients, emphasizing value-based fundamental analysis combined with client-specific investment policies and a quarterly review process. The firm integrates a conflict management policy and promotes the use of low-cost execution platforms and directed brokerage arrangements.

Samuel Erdman is a CFP® with 17 years of industry experience and serves as the sole advisor at Anchor Wealth Advisors, LLC. He previously worked at Ronald Blue & Co. and Ronald Blue Trust from 2007 to 2019. Outside of his advisory role, he is the Finance Manager of Smithouse Construction, LLC, a financial management position unrelated to investment advising. Anchor Wealth Advisors, LLC is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers portfolio management, comprehensive financial planning, corporate consulting, and educational seminars, employing a primarily passive investment approach using low-cost index funds, separately managed accounts, and direct-indexing strategies.

Colin Exelby is a financial advisor at Celestial Wealth Management in Towson, MD, holding CFP® and Series 66 designations with 26 years of industry experience. He has worked at Celestial Wealth Management since 2009, including founding the firm in its current independent form in 2020, and previously spent time at Armstrong Dixon and LPL Financial. Exelby also operates as an independent insurance producer specializing in life insurance and fixed annuities. Celestial Wealth Management serves individuals, high-net-worth clients, and employee benefit plans with discretionary investment management, financial planning, and pension consulting. The firm combines quantitative and qualitative research methods to manage client assets across diverse investment vehicles and distinguishes itself by acting as a wrap-fee program sponsor on LPL’s SWM II platform while offering educational content and pension participant education.

Brandon Barrett is a financial advisor at Elbrus Partners, LLC in Baldwin, MD, with 14 years of industry experience. He holds a Series 66 designation and has worked at Kissinger Financial Services, LLC and Mmhk LLC. Outside of advising, he manages operations of an apartment complex in Baltimore, MD. Elbrus Partners is a small SEC-registered investment adviser managing about $11.2 million for approximately 22 individual and high-net-worth clients. The firm uses a global tactical asset allocation approach combined with fundamental and quantitative analysis, and incorporates derivatives and short-selling strategies within its managed asset program.

Marcie Flynn is a financial advisor with Monarch Financial, LLC in Fallston, MD. She holds Series 65 and Series 66 designations and has six years of industry experience, including three years at Morgan Stanley Smith Barney LLC. Monarch Financial LLC offers wealth management, discretionary investment management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm primarily constructs portfolios using ETFs, mutual funds, individual stocks, and bonds, following a long-term approach that incorporates both fundamental and technical analysis.

Raffaele Mazzone is a Series 66 registered advisor with five years of industry experience. He is currently with Legacy Financial Advisors and has previously worked at Founders Financial Securities LLC, Triad Advisors, and The Prosperity Consulting Group. Outside of his advisory work, Mazzone coaches for Pipeline Soccer Club. Legacy Financial Advisors provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, families, trusts, retirement plan sponsors, and business entities. The firm employs a disciplined, goals-based investment process and offers both discretionary and non-discretionary arrangements, with an emphasis on retirement plan fiduciary services and business consulting.