Jonathon De Feo is a CFP® with eight years of industry experience, currently with Elite Income Advisors, Inc. in Ellicott City, MD. His prior experience includes roles at LPL Financial LLC, Compton Financial Group, LLC, Bank of America, N.A., and Merrill Lynch. He is also involved in insurance sales and service through Retirement Planning Services, Inc. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, and estates by providing financial planning, discretionary portfolio management, retirement-plan consulting, and advice on investment and insurance strategies. The firm uses model portfolios from third-party providers and offers participant education and client workshops as part of its services.

Brian Mc Kinney is a CFP® professional with nine years of industry experience, currently serving at Williams Asset Management in Columbia, MD. He has been with the firm since 2016. Outside of his advisory role, he owns BSM Partners Inc., a private entity related to securities, advisory, and insurance business. Williams Asset Management provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental, quantitative, and technical analysis to construct portfolios tailored to client risk tolerances and time horizons.

Maureen Bigger is a CFP® and holds a Series 66 license, with 24 years of experience in the financial industry. She has been with Chesapeake Investment Management LLC since 2007 and also serves as CEO and President of Bigger & Company, LLC, an insurance firm she has led since 2005. Additionally, she is involved in retirement education through Novustar, LLC. Chesapeake Investment Management provides fee-based, discretionary asset management and consulting services primarily for high-net-worth individuals and institutions. The firm focuses on customized portfolios with a mix of individual equities and fixed income, applying a variety of analytical methods and maintaining regular client communication and reporting.

Harold Zirkin is a CFA® charterholder and holds a Series 65 license with 33 years of industry experience. He is the principal of HZ Investments Inc., a firm he has led since 2021 after previously working at United Capital Financial Advisers, LLC. He also owns Harold Zirkin Fiduciary Services, through which he serves as trustee for multiple relationships outside his advisory firm. HZ Investments Inc. provides tailored portfolio management primarily for high-net-worth individuals and charitable organizations. The firm employs fundamental analysis and a long-term trading approach, managing discretionary accounts with client-specific investment policies focused on equities, mutual funds, ETFs, fixed income, and real estate funds.

Pierre De La Croix Vaubois is a financial advisor at TritonPoint Wealth, LLC, holding a Series 65 designation. He has been with TritonPoint since 2024 and has prior experience at the University of Massachusetts Amherst and various other organizations. TritonPoint Wealth, LLC provides financial planning, discretionary investment and wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm’s investment approach focuses on long-term asset allocation based on modern portfolio theory, incorporating public equities, fixed income, and private-market alternative investments to improve risk-adjusted outcomes.

Alexander Schutz is a financial advisor at WMS Advisors, LLC with the designations ChFC® and Series 66 and six years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Williams Associates, Grove Point Advisors, and Grove Point Investments. Outside of finance, he has been a varsity soccer coach at Holy Child School. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for individuals, families, pension plans, trusts, and business entities. The firm employs core asset-class oriented strategies using ETFs, index funds, individual securities, and select alternatives, offering both discretionary and non-discretionary portfolio management as well as comprehensive financial planning and consulting services.

Jane O'mara is a CFP® professional with 12 years of experience in financial advising, currently serving at FBB Capital Partners since 2014. She is a managing member and owner of DELASHMUTT LLC, a maritime and real estate business, and serves as treasurer on the board of directors for Talbot Hospice, participating on both the investment and finance committees. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, offering financial planning and discretionary portfolio management. The firm employs diversified, cost-effective investment strategies that include stocks, bonds, and alternative investments, supported by quantitative and fundamental analysis.

Jacob Hampton is a financial advisor with Pactolus and holds Series 65 and Series 66 licenses. He joined Pactolus in 2026 after working at Terra Alpha Investments for 11 years. Although he has no prior advisory industry experience before 2026, he has been with Pactolus for one year. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business entities. The firm offers investment advisory, portfolio management, financial and estate planning, and other wealth-planning services, typically managing client accounts on a discretionary basis and utilizing quantitative tools, sub-advisers, and bundled wrap-fee programs.

Zachary Payne is a CFP® with nine years of industry experience, currently serving as an advisor at PlanVest Financial, Inc. in Gaithersburg, MD. He has worked at PlanVest Financial since 2015, including time when it operated as an LPL Financial DBA. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients, offering comprehensive wealth planning and investment management with a team of six advisors managing approximately $176 million. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to customize portfolios and provides various engagement models, including a wrap fee program and a dedicated federal-employee planning service.

Ann Schnorrenberg is a CFP® with 10 years of industry experience, currently serving at Withum Wealth Management. She has worked at Pinnacle Associates, Ltd., Savant Capital Management, and Monument Wealth Management. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, and charitable organizations. The firm uses a goals-based investment process with tax optimization and customized portfolios, offering integrated wealth management services for higher-balance clients.

Tyler Kluge is a CFP® professional with eight years of industry experience, currently serving as an advisor at Baltimore-Washington Financial Advisors. He has been with the firm since 2016, working in various roles within the organization. Baltimore-Washington Financial Advisors is a fee-only wealth management firm that serves individuals, families, trusts, estates, foundations, and non-profit organizations. The firm employs a team-based, holistic approach combining financial planning, portfolio management, tax services, and business advisory to align investment strategies with clients’ goals and tax situations.

Brian Mackin is a CFP® professional with 23 years of industry experience, currently associated with West Financial Services, Inc. He has been with the firm in various roles since 2014. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser serving individuals, retirement and profit sharing plans, charitable organizations, and corporations. The firm manages approximately $2.8 billion and employs a diversified, client-specific asset allocation strategy with a long-term approach.

Alejandro Vela is a CFP® at FBB Capital Partners with five years of industry experience. He has been with FBB Capital Partners since 2016. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on comprehensive wealth and risk management. The firm manages approximately $2.39 billion in assets through diversified, low-cost portfolios that include traditional and alternative investments, using a combination of fundamental, quantitative, technical, and cyclical analyses.

Robert Behr is a financial advisor at PlanVest Financial, Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked at PlanVest Financial since 2018 and LPL Financial since 2013. Outside of his advisory role, he is involved in CFO Advisory and Tax Services, LLC, which provides tax preparation, accounting, bookkeeping, and payroll services. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients, offering comprehensive wealth planning, financial planning, and investment management. The firm manages about $176 million across approximately 300 client relationships and incorporates a range of analysis techniques and engagement models, including a wrap fee program and a specialized federal-employee planning service.

Jonathan Marcellino is a CFP® and Series 65 credentialed advisor at McLean Asset Management Corporation with three years of industry experience. Prior to joining McLean Asset Management, he worked at Councilor Buchanan & Mitchell and has a background that includes academic roles at the University of South Carolina and Bethesda Chevy Chase High School. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $819.2 million in assets and employs a multi-advisor team of 17, utilizing Modern Portfolio Theory and broad asset-allocation principles in its investment approach.

Beverly Fischetti is a CFP® professional with over 43 years of experience in financial advising. She has been with Delta Financial Advisors, Inc. since 1992 and has prior experience at Regulus, LLC and Beacon Global Advisor Network, LLC. In addition to her advisory role, she owns a tax preparation service providing IRS filings and individual tax advice. Delta Financial Advisors serves individuals and families, including high-net-worth clients, offering wealth management, financial planning, and consulting services. The firm combines customized asset-allocation strategies with in-house accounting and tax capabilities, as well as an affiliated insurance agency.

Thad Ismart is a Certified Financial Planner® with 18 years of industry experience, currently serving as an advisor at Baltimore-Washington Financial Advisors since 2013. He holds Series 63 and Series 66 licenses. 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 approach overseen by a weekly committee and integrates financial planning with tax and investment services to support a diverse client base through scalable, standardized processes.

Claire Dwyer is a CFP® professional with seven years of experience, currently serving as an advisor at Schaeffer Financial LLC since 2015. She is part of a five-advisor team based in Rockville, MD. Schaeffer Financial serves individuals and families, including federal government employees and foreign nationals holding G‑IV visas, as well as trusts, foundations, and small businesses. The firm offers financial planning and discretionary portfolio management with a focus on diversified asset allocation and coordinates with outside professionals to address specialized client needs.

Victoria Shubert is a financial advisor with Bull Harbor Capital LLC and holds Series 63, 65, and 66 licenses. She has 27 years of industry experience, including a tenure at Morgan Stanley Smith Barney LLC from 2014 to the present. Outside of her advisory role, she serves as a board member on the Atlee High School PTA in Mechanicsville, VA. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and implements client strategies through a combination of direct investments, independent managers, and third-party platforms.

Shawn Hadian is a CFP® with seven years of industry experience. He is currently with Capitol Private Wealth Group LLC and has worked at Planning and Prep Consultants LLC and Purshe Kaplan Sterling Investments, Inc. He owns a tax advice and preparation business and also operates an insurance services practice specializing in life, disability, and long-term care insurance. Capitol Private Wealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm integrates tax and accounting capabilities alongside its investment services and employs a range of strategies including use of structured products and derivatives.