Eric Schopf is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for nine years at Tufton Capital Management before joining Mercer in 2025. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and other nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and features globally diversified, risk-appropriate portfolios with multi-factor tilts, regular rebalancing, and tax management where appropriate.

Nicolas Abrams is a CFP® with 26 years of industry experience, currently serving as an advisor at Opulentia, LLC since 2022. Prior to joining Opulentia, he worked at Ameritas Advisory Services for 13 years and has been associated with AJW Financial Partners, LLC for 17 years. Outside of his advisory roles, he is a real estate partner at Trocellus Enterprise, LLC. Opulentia, LLC provides wealth management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and select corporate and retirement plan clients. The firm delivers discretionary investment management with customized portfolios that utilize mutual funds, ETFs, and third-party managers, supported by independent strategist models and regular portfolio reviews.

Charles Meyer is a CFA® charterholder with 12 years of industry experience. He is currently with Mercer Global Advisors Inc., having joined after the acquisition of Tufton Capital Management, where he worked for nine years. Tufton Capital Management is a fee-only, discretionary investment adviser managing approximately $810 million in assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented investment approach focused on large U.S. companies, constructing portfolios across money market instruments, fixed income, and equities with low turnover.

Andrew Anthony is a financial advisor at Bay Harbor Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Bank of New York Mellon from 2015 to 2019. Bay Harbor Wealth Management advises individuals, high-net-worth clients, and trusts with discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach focuses on risk-based asset allocation across multiple platforms and third-party managers, with ongoing portfolio monitoring and consolidated reporting for clients.

John Murphy is a financial advisor at Tufton Capital Management, LLC with 29 years of industry experience. He has worked at Tufton Capital Management since 2016 and joined Mercer Global Advisors Inc. in 2025. Murphy serves as a co-trustee for a client trust, acting as an intermediary among co-trustees, portfolio managers, and trust beneficiaries. Tufton Capital Management provides discretionary, fee-only investment management to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented investment approach combining growth and value equities with fixed income and short-term investments, emphasizing low turnover and full investment discretion within client guidelines.

Joseph Wildasin is a financial advisor at Element Wealth Advisors with seven years of industry experience and holds the Series 65 designation. Prior to joining Element Wealth Advisors, he worked at Barrick Financial Inc. and Barrick & Associates, Inc. He is also the owner of Joe's Golf Shop, where he provides golf lessons and club repair services, and serves as a golf coach for the Southwestern School District. Element Wealth Advisors offers discretionary asset management, comprehensive financial planning, and retirement-plan services to individuals, trusts, plan sponsors, and other entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios based on client goals, time horizons, and risk tolerance, and provides ERISA retirement-plan support including fiduciary assistance and participant education.

Jasmine Lamont is a financial advisor at Opulentia, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at T. Rowe Price and the Bahá’í Atlantic Region. Opulentia provides wealth management, financial planning, investment and portfolio management, and consulting services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and certain corporate and retirement plan clients. The firm constructs customized portfolios using mutual funds, ETFs, and third-party managers, emphasizing manager selection and regular portfolio reviews.

David Peloquin is a CFP® with 27 years of experience in financial advisory services. He has been with Main Street Advisors, LLC since 1999. Main Street Advisors serves individual and select corporate clients, providing discretionary investment management through model portfolios and written financial planning. The firm employs personalized asset-allocation strategies and fundamental analysis, with ongoing supervision and regular client reviews.

Delante Greer is a financial advisor at Opulentia, LLC with four years of industry experience. He holds a Series 65 designation and has worked at American General Life Insurance, GEMC LLC, and Diamond Residential Mortgage Company. Outside of his advisory role, he serves as a site coordinator for Ani Development Group. Opulentia provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and certain corporate and retirement plan clients. The firm utilizes customized portfolios constructed with mutual funds, ETFs, and third-party managers, emphasizing regular monitoring and client reviews.

Ricky Rubin is a CFA® charterholder with 10 years of industry experience. He has worked at Tufton Capital Management from 2016 to 2025 and has been with Mercer Global Advisors Inc. since 2025. Tufton Capital Management is a fee-only, discretionary investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented investment approach focused on large U.S. companies and constructs portfolios across money market instruments, fixed income, and equities with low turnover.

Alexander Barron is a financial advisor with VSM Wealth Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Van Sant and Mewshaw Securities and its related entities since 1992. VSM Wealth Advisory serves individuals, families, trusts, estates, and employee benefit plans by providing discretionary investment management and integrated wealth-advisory services under a fee-only, asset-based model. The firm focuses on asset allocation using index mutual funds and ETFs, incorporates tax-aware strategies, and offers coordinated planning services within its advisory relationships.

Angelo Romano is a CFP® with six years of experience in the financial services industry, currently serving as an advisor at SC&H Wealth. His prior experience includes roles at MECU, ADP, and APGFCU. In addition to his advisory work, he is a licensed insurance agent involved in the sale of insurance-related products. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations. The firm employs a team approach combining CPAs and CFP® professionals to provide tailored financial planning, asset management, retirement consulting, and tax preparation services.

Judith Brown is a Certified Financial Planner (CFP®) with 16 years of industry experience. She is a principal at SC&H Group, a parent company of SC&H Wealth, where she has worked since 2022. Prior to that, she held advisory roles at Berman McAleer and Valic Financial Advisors. Outside of her advisory duties, she serves on the Maryland Association of CPAs Personal Financial Planning Committee and holds a Treasurer/Secretary position on her local HOA board. SC&H Wealth is a multi-team registered investment adviser managing approximately $1.23 billion in assets for individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs a team-based, planning-driven approach that incorporates tax and estate planning into portfolio construction, primarily using mutual funds and ETFs, and offers discretionary portfolio management alongside retirement plan consulting and tax preparation services.

Justin Linthicum is a CFP® at Financial Consulate with seven years at the firm and five years of industry experience. He previously worked at Offit & Roth, P.A. and Katz, Abosch, Windesheim, Gershman & Freedman, P.A. Financial Consulate serves individuals, retirement plan sponsors, and institutional clients with comprehensive financial planning, investment management, and retirement plan consulting. The firm integrates tax and accounting services with its advisory offerings and employs a proprietary “Risk Opportunity Investing” approach combining tactical asset allocation with fundamental, macroeconomic, and technical analysis.

Christopher Blair is a CFP® with 12 years of experience in the financial services industry. He has been with Van Sant & Mewshaw, Inc. since 2014 and holds a Series 65 license. Blair is based in Hunt Valley, MD, and is part of a five-advisor team at VSM Wealth Advisory, LLC. VSM Wealth Advisory serves individuals, families, trusts, estates, and employee benefit plans by providing discretionary investment management combined with integrated wealth-advisory services on a fee-only, asset-based model. The firm uses an asset-allocation framework primarily with index mutual funds and ETFs and incorporates tax-aware portfolio management techniques alongside personalized indexing and unified managed account structures.

William Sweigart is a Series 66-licensed financial advisor with over 31 years of industry experience. He has worked with Global Brokerage Services, Inc. since 1994 and is also a partner at Johnson & Sweigart, where he is involved in account and tax preparation for individuals and small businesses. Sweigart serves as Vice President of Universal Asset Management, Inc., overseeing affiliated companies. Global Brokerage Services (GBS) serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account/UMA offerings. The firm combines broker/dealer and investment adviser registrations to provide non-discretionary advice using third-party sub-managers and model portfolios, supported by a six-advisor team.

Jerrin Toomey is a CFP® professional with eight years of industry experience, currently serving as an advisor at SC&H Wealth since 2017. Prior to this, he held roles at Gettysburg College and Overnight Office. Outside of his advisory work, he coaches varsity football at West York Area High School. SC&H Wealth serves a diverse client base including individuals, trusts, estates, and businesses, providing financial planning, asset management, retirement plan consulting, and tax preparation. The firm employs a team approach with CPAs and CFP® professionals to deliver tailored investment strategies, often managing accounts on a discretionary basis using mutual funds and ETFs.

James Francis is a financial advisor at SC&H Wealth with three years of industry experience. He holds a Series 65 designation and has worked exclusively with SC&H Financial Advisors, Inc. since 2021, with prior experience including seasonal roles at Rehoboth Beach Patrol and involvement with Lake Champion - A Young Life Camp. SC&H Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs a team-based, planning-driven approach that incorporates tax and estate considerations into portfolio construction and monitoring, primarily using mutual funds and ETFs.

Edward Hart is a financial advisor at Marathon Capital Management with five years of industry experience. He holds a Series 65 designation and previously worked at Tufton Capital Management, LLC for eight years. Marathon Capital Management provides discretionary portfolio management and integrated financial planning to high-net-worth individuals, trusts, estates, and charitable organizations. The firm follows a long-term, buy-and-hold investment approach focused on growth at a reasonable price, managing client accounts on a discretionary basis with regular portfolio reviews and a fiduciary stance on retirement rollovers.

Thomas Johnson is a financial advisor with Global Brokerage Services, Inc. in Hunt Valley, MD, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He has been with Global Brokerage Services since 1994 and also provides accounting and tax preparation services for individual and business clients through Johnson & Sweigart. Global Brokerage Services serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account offerings. The firm operates on a non-discretionary basis and combines third-party sub-managers and model portfolios, supported by a six-advisor team and custodial relationships with Hilltop Securities and Envestnet.