Jennifer Scher is a CFP®-designated financial advisor at FBB Capital Partners with three years of industry experience. Prior to joining FBB Capital Partners in 2022, she worked six years at Resource Furniture. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, offering financial planning, discretionary portfolio management, and alternative investment recommendations. The firm manages approximately $2.39 billion in assets across a multi-advisor team and employs diversified, low-cost portfolios supported by comprehensive market analysis.

Matthew Hoesly is a financial advisor with AtCap Partners, LLC, holding CFP® and ChFC® designations and over 20 years of industry experience. He has worked at firms including Ceros Financial Services, Inc. and Resource 1, Inc. Outside of advising, Hoesly is involved in motivational speaking and serves as chair of the MDRT Foundation Finance Committee, volunteering on several MDRT and MDRT Foundation committees. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of analytical methods and market-timing strategies, offering discretionary and non-discretionary portfolios as well as access to third-party asset managers, distinguishing itself through affiliated private fund offerings and robust back-office support.

Terrence Jones is a financial advisor at Baltimore-Washington Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at T. Rowe Price for several years. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs a model portfolio investment process overseen by a weekly committee and integrates tax considerations into financial planning and portfolio management.

Katrina Lamb is a financial advisor at Mv Capital Management, Inc. with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Mv Capital Management since 2005. In addition to her advisory role, she provides business strategy consulting and valuation services outside of investment-related activities. Mv Capital Management serves individual and high-net-worth clients as well as institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process involves customized asset allocation and security selection overseen by an Investment Committee, with portfolios built from mutual funds, ETFs, equities, and fixed income.

Jonathan Mckinney is a financial advisor at Audible Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Northwestern Mutual and Guardian Life Insurance Company. Outside of advising, he is involved in content creation for an online subscription service. Audible Wealth Management serves individual and business clients, offering financial planning, portfolio management, educational seminars, and bill-pay services. The firm employs a diverse investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, and it sponsors a wrap-fee program alongside unique operational features such as third-party platforms for held-away accounts.

Andrea Mc Clelland is a CFP® professional with three years of experience in financial advising. She has been with Aegis Wealth and Aegis Wealth Management since 2019 and 2022, respectively, and was self-employed for sixteen years prior. Aegis Wealth Management is a team advisory firm managing approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management, financial planning, and tax preparation services, utilizing fundamental analysis, modern portfolio theory, and quantitative methods tailored to clients’ goals and risk tolerances.

Anabel Quintero is a financial advisor with Mv Capital Management, Inc. She holds Series 63 and Series 65 credentials and has 30 years of industry experience. Her career includes long-term roles at Mv Capital Management and Mv Financial Group, as well as Purshe Kaplan Sterling Investments. Mv Capital Management, Inc. serves individual and high-net-worth clients as well as institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process emphasizes customized asset allocation and security selection supported by an Investment Committee and in-house research.

Michael Mussio is a CFP® and CFA® with 21 years of industry experience, currently serving at FBB Capital Partners since 2008. He is a managing member of a personal investment holding company and serves on the parish finance council at St. Raphael Catholic Church. Additionally, he is a board member of the Jubilee Association of Maryland’s campaign leadership committee. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on comprehensive wealth and risk management. The firm employs a diversified, low-cost investment approach incorporating stocks, bonds, options, mutual funds, ETFs, and alternative investments, using model portfolio structures and discretionary trading authority to manage approximately $2.39 billion in assets for about 1,000 clients.

Kevin Jarcho is a CFP® and Series 65-licensed advisor at Warner Financial, Inc. in Bethesda, MD, with four years of industry experience. He has worked at Warner Financial since 2021 and previously spent five years at Intact Technology. Warner Financial provides fee-based investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a top-down approach to build diversified portfolios primarily with no-load mutual funds and ETFs, focusing on cost, tax implications, and risk management.

Gregory Estes is a CFA® charterholder with eight years of industry experience. He currently works at Councilor Wealth LLC and has held previous roles at May Barnhard Investments, Augustine Asset Management, and Intrepid Capital Management. Councilor Wealth provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm employs a long-term investment approach combining fundamental analysis, technical analysis, and modern portfolio theory, and integrates financial planning with its advisory services.

Brandyn Polmateer is a CFP® and ChFC® licensed financial advisor at Bull Harbor Capital LLC with 10 years of industry experience. His prior career includes roles at MassMutual Life Insurance Co, MML Investors Services, Lifeworks Advisors, and Northwestern Mutual in various capacities spanning from 2015 to 2023. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm uses a primarily long-term, customized investment approach and leverages multiple third-party advisory and platform relationships to support its strategies.

John Kelly is a CFP® professional with 16 years of industry experience. He has been with Baltimore-Washington Financial Advisors since 2009. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm emphasizes diversified, model portfolio strategies overseen by a weekly investment committee and integrates tax considerations closely with investment management, while managing a high client load through scalable, standardized processes.

Samantha Nash is a financial advisor with Baltimore-Washington Financial Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Baltimore-Washington Financial Advisors, she worked at Prostatis Financial Group, SFG Wealth Management, Life Plan Financial, and LPL Financial. Outside of finance, she has experience working in the hospitality industry at Old Stein Inn and Buddy's Crab & Ribs. Baltimore-Washington Financial Advisors serves individuals, families, trusts, estates, foundations, and non-profit organizations with fee-only wealth management. The firm employs a team-based, holistic approach integrating financial planning, portfolio management, tax, and business advisory services to align investment strategies with clients’ goals and tax situations.

David Petersen is a CFP® with 37 years of industry experience, currently serving at FSA Wealth Partners in Rockville, MD. He has been with Financial Services Advisory, Inc. since 1982. FSA Wealth Partners is a multi-advisor firm managing approximately three-quarters of a billion dollars in assets, providing discretionary asset management and limited financial planning to individuals, business owners, foundations, and retirement plans. The firm employs a technical analysis-driven investment process with an explicit exit framework, combining actively managed and indexed funds alongside tactical strategies.

Paul Meehan is a CFA® charterholder with 20 years of industry experience. He has been with Edgemoor Investment Advisors, Inc. since 2006 and previously worked at Integrity Funds Distributor, Inc. from 2009 to 2016. Edgemoor Investment Advisors provides discretionary portfolio management and financial planning services to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm follows a value-oriented, fundamental analysis approach focused on long-term capital appreciation, capital preservation, and income generation, managing approximately $1.5 billion in client assets across a six-advisor team.

Matthew Gelfand is a CFP® and CFA® with 21 years of experience in the financial industry. He is currently with Princeton Global Asset Management LLC and has held prior roles at firms including Bank of America, Merrill, Rockefeller Financial, and Tricolor Capital Advisors. Gelfand serves on the investment and compensation committees of The Forward Association, a charitable organization, and is a member of the Board of Advisors for The Journal of Taxation of Investments, contributing scholarly articles. Princeton Global Asset Management provides discretionary investment supervision and financial planning to individuals, pension funds, foundations, and endowments. The firm uses a fundamentally driven investment approach incorporating global macro, currency, and geopolitical analysis to build customized portfolios, often employing third-party platforms to manage held-away accounts and implement institutional consulting alongside individualized management.

Patrick Mc Namara is a CFP® and Series 66-registered advisor at Glassman Wealth Services, LLC with three years of industry experience. His prior roles include positions at Pathstone, Campbell Wealth, First Financial Group, and KPMG, as well as service in the U.S. Marine Corps. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored investment approach that includes mutual funds, ETFs, independent managers, and private funds, with a methodology that accounts for less-liquid investments and integrates non-managed assets into client reporting.

David Wolf is a financial advisor with Widmann Financial Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Commonwealth Financial Network and Widmann Financial Services since 2007. Outside of his advisory work, he has experience as a part-time actor and talent agent. Widmann Financial Services serves individuals, families, businesses, and charitable organizations with asset management, financial planning, and retirement plan consulting. The firm employs a team-based approach, managing approximately $467 million in client assets using a hybrid investment process that incorporates third-party research and a Modern Portfolio Theory framework with tactical trading.

Eric Harris is a financial advisor at Colomb Investment Management Company, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Marathon Financial Group, LLC and Guardian Life Insurance Co of America. Outside of his advisory role, he serves on several nonprofit boards, including the Bay Theatre Company and the Central Maryland Chamber Foundation, and is involved in local community organizations in Laurel, MD. Colomb Investment Management Company, LLC provides personalized investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and factor models, and offers both discretionary and nondiscretionary mandates with oversight of third-party managers.

Victoria Trumbower is a CFP® and holds a Series 65 license with 29 years of industry experience. She has been with Trumbower Financial Advisors LLC since 1996. Trumbower Financial Advisors serves individuals, families, small pension and profit-sharing plans, charities, foundations, trusts, estates, and personal service corporations with comprehensive financial planning, portfolio management, and tax compliance services. The firm follows a documented five-step investment advisory process that emphasizes a Conservative Fixed Income component and generally favors managed mutual funds and broad index ETFs over separately managed accounts.