Townsend Hornor Jr. is a financial advisor at Baltimore-Washington Financial Advisors with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with the firm since 2015. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs model portfolio strategies overseen by a weekly investment committee and integrates tax considerations into both portfolio management and financial planning, supporting a high client load through standardized, scalable processes.

Robert Willen is a CFA® charterholder with 25 years of industry experience. He has been with Wagner Bowman Management Corp since 2000. Willen is based in Baltimore, MD, and holds the Series 65 license. He is a principal at WBH Advisory, Inc., a multi-team firm that provides discretionary investment management and financial planning to individuals, trusts, retirement plans, nonprofits, and business entities. The firm’s investment approach emphasizes long-term equity holdings supported by fundamental analysis and offers integrated legal and accounting services through its principal owner.

Melanie Hagan is a financial advisor at Berman McAleer with 21 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Kestra Advisory and Kestra Investment Services. Outside of her advisory role, she serves on the advisory board of the Cool Kids Campaign and is a member of the Board of Trustees at Maryvale Preparatory School. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans, managing approximately $1.82 billion on a discretionary basis. The firm’s investment process integrates fundamental and quantitative analysis and structures client portfolios into long-term equity, short-term fixed income, and intermediate alternatives segments.

Robert Noyes is a CFP® professional with 31 years of industry experience. He has been with Lafayette Investments, Inc. since 2005. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm emphasizes fundamental and qualitative security analysis, mutual fund and ETF due diligence, and a long-term, low-turnover investment approach.

Brett Holmes is a financial advisor at Berman McAleer with 14 years of industry experience. He holds the CFP® and CFA® designations as well as the Series 66 license. Prior to joining Berman McAleer in 2025, he spent nine years at Kestra Advisory and thirteen years at Kestra Investment Services, LLC. Holmes serves as president of the Loyola Blakefield Alumni Association, where he leads meetings and helps coordinate fundraising efforts for scholarships and school campaigns. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm’s investment approach includes a discovery-based planning process and an Investment Committee that structures portfolios across long-term equity, short-term fixed income, and intermediate alternative segments.

Nancy Boo is a financial advisor at Chapin Davis with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Chapin Davis in 2019, she worked at Ann Taylor Loft for six years. Boo is also involved with Chapin Davis Insurance, Inc., where she serves as an insurance agent. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts. The firm manages approximately $539 million in assets and employs a multi-advisor team using a combination of fundamental and technical analysis across various portfolio management strategies.

Andrew Ashton is a financial advisor with Prostatis Financial Advisors Group in Hanover, MD, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Clifton Larson Allen LLP and independent advisory work before joining Prostatis Group LLC in 2018. Prostatis Financial Advisors Group serves individuals—including high-net-worth clients—as well as foundations, trusts, estates, corporations, and charitable organizations. The firm uses a top-down, tactical asset-allocation approach with sector rotation and incorporates independent third-party managers, including those using AI and machine-learning models, as part of its investment strategy.

Joseph Plume Jr. is a financial advisor at Oliver Wealth Management with eight years of industry experience. He holds the Series 66 designation and has previously worked at The L. Warner Companies, Inc., Merrill, and the University of Baltimore. Oliver Wealth Management is an SEC-registered advisory firm that manages approximately $297.6 million on a discretionary basis for individuals, high-net-worth clients, corporations, trusts, and estates. The firm offers customized, primarily long-term portfolios using a variety of investment vehicles and actively manages held-away retirement and HSA accounts without taking custody.

John Oliver is a financial advisor with Chapin, Davis in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Chapin, Davis since 2001. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts, managing approximately $539 million in assets across several hundred client relationships. The firm employs a combination of fundamental and technical analysis, utilizing various portfolio management strategies and serving clients through a multi-advisor team.

Jeffrey Reynolds is a CFP® and Series 66-registered advisor with 15 years of industry experience. He is currently with Financial Council, LLC, where he has worked since 2023, following prior roles with Commonwealth Financial Network and Financial Council, Inc. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations, using model asset allocation strategies primarily based on mutual funds. The firm emphasizes a model-based approach with quarterly market commentary and regular portfolio reviews.

Alexander Roesner is a CFP® professional with seven years of industry experience. He currently works at Black Diamond Financial, LLC, where he has been since 2022. Prior to that, he was with Merrill and Bank of America N.A. from 2019 to 2022. Black Diamond Financial, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm emphasizes strategic asset allocation, low-cost index-based core exposures, and tax-aware portfolio construction, while also managing private pooled investment vehicles for accredited investors.

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.

Elisabeth Hayes is a financial advisor at Chapin Davis with 37 years of industry experience. She has been with Chapin Davis since 1991. Outside of her advisory role, she is an owner and treasurer of a family farm, Uphill Farm LLC, and serves as a personal representative for two estates. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts. The firm manages approximately $539 million in assets and employs a range of investment strategies through a multi-advisor team.

Marc Hertzberg is a CFA® charterholder with 27 years of industry experience, currently serving at WBH Advisory, Inc. He has been with Wagner Bowman Management Corp since 1999. In addition to his financial advisory work, he is a licensed attorney and a certified public accountant, roles he maintains alongside his advisory duties. WBH Advisory provides discretionary investment management and financial planning to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm customizes portfolios based on clients’ objectives and risk tolerance, emphasizing long-term equity holdings supported by fundamental analysis and supplemented by tools for comprehensive wealth management and reporting.

Katie Brown is a financial advisor at Armstrong Dixon with 10 years of industry experience. She holds a Series 66 designation and has been with Armstrong Dixon since 2015, also maintaining an affiliation with LPL Financial since 2013. Outside of her advisory role, she is a notary and works as a property manager on a part-time basis. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-related consulting for individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a strategic, diversified global asset-allocation approach that combines active and passive management and incorporates specialized exposures such as merger arbitrage and private equity.

Jordan Fisher is a CFA® with 12 years of industry experience. He is currently with Black Diamond Financial, LLC, where he has worked since 2026. Prior to that, he spent two years at Axia Wealth Management Inc, two years at TheSpreadSite.com, and eleven years at DRW Securities, LLC. Black Diamond Financial, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and other entities. The firm manages approximately $1.37 billion in client assets and employs a multi-advisor team approach focused on strategic asset allocation, low-cost index-based core exposures, tax-aware portfolio construction, and selective use of institutional-quality private investments.

Robert Dimarino Jr. is a financial advisor at Red Oak Financial Group in Towson, MD, with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Red Oak Financial Group since 2015. Red Oak Financial Group provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and qualified retirement plans. The firm manages approximately $1.04 billion in assets across more than 1,000 client relationships, employing proprietary ETF and mutual fund portfolios with ongoing oversight and tailored allocations.

Michael Mcandrew is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at 1919 Investment Counsel, LLC in Baltimore, MD. He has been with the firm since 2014 across various roles. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and a range of complementary strategies.

Joshua Edwards is a financial advisor at Intrua Financial with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, LLC and related entities. Outside of his advisory role, he was involved with Beast Baseball LLC for four years. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, managing approximately $1.76 billion in client assets as of the end of 2024.

Wade Kauffman is a financial advisor at Packerland Brokerage Services, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Packerland since 2016 and at Kent Mittrick and Associates since 2015. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through various account management options and utilizes the Hilltop/Envestnet platform to deliver its services.