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.

John Persico is the sole advisor at Persico Asset Management in Severna Park, MD. He holds Series 63 and Series 65 licenses and has 4 years of industry experience, alongside 25 years at Peregrine Capital Management, LLC / PERSICO Capital, LLC. Persico Asset Management is a fee-only independent advisory firm managing approximately $90.3 million across 88 client relationships. The firm serves individuals, trusts, estates, small businesses, charitable organizations, and pension or profit-sharing plans, employing a core-and-satellite investment approach with a range of instruments and an explicit pension consulting practice.

Myron Howie is a financial advisor with Casi Investments in Baltimore, MD, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has worked with Casi Institutional Consulting, Inc. and Casi Investments for more than two decades. He is also a principal of Casi, Inc., a group of companies focused on strengthening churches and charitable organizations by building long-term sustainability. Casi Investments primarily serves churches, charitable organizations, and individual clients, offering investment supervisory services, financial planning, tax preparation, and advice engagements. The firm employs a documented goal-setting process, using a core-and-satellite investment approach with global diversification and ongoing portfolio monitoring.

Youfeng Jiang is a CFP® and holds a Series 65 license with six years of industry experience. He is the sole advisor at Beyond Profit and Wealth Consulting, an independent firm he founded after positions at Kestra Financial, Offit Advisors, and MuniCap. He also has experience as a self-employed financial professional over the past decade. Beyond Profit and Wealth Consulting serves individuals, businesses, charitable organizations, and retirement plans, offering discretionary investment management, financial planning, employee benefit plan consulting, and tax preparation. The firm emphasizes passive investment strategies with tailored portfolios while providing specialized services in pension and profit-sharing plan advisory.

Louis Baviello is the principal of Baviello Investment Management, LLC, an independent advisory firm based in Baltimore, MD. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, including prior roles at Great Valley Advisor Group and LPL Financial LLC. In addition to his advisory work, he publishes the Baviello Bulletin, a financial publication offering investment research reports. Baviello Investment Management provides discretionary investment management and financial advisory services to individuals, families, endowments, foundations, and other institutions. The firm employs a value-oriented, bottom-up equity strategy focused on small-to-mid-cap U.S. companies, alongside bond portfolios and mutual fund allocations, tailored to clients’ objectives with flexibility in portfolio construction.

Richard Biniak, Jr. is a financial advisor at RLMS Business Consultants with over 20 years at the firm and four years of industry experience. He holds a Series 65 designation. In addition to his advisory role, he is involved in computer and business consulting activities. RLMS Business Consultants provides discretionary portfolio management and advisory services to individuals, small businesses, and trust funds, with a focus on retirement, college savings, and charitable planning. The firm primarily serves women investors and employs a process combining fundamental analysis and Modern Portfolio Theory to manage portfolios using low-cost ETFs, no-load mutual funds, stocks, and short-dated fixed income instruments.

Hi! I’m Sylvie. I spent years in dance studios and theaters, alongside a handful of corporate offices, before I became a financial planner. I know what it feels like when the next gig is a question mark.
 I work with the people behind the show in theater, film and TV. Crew, designers, technicians (and actors are welcome too), as well as other artists looking for long, sustainable creative careers. Many of my clients have been at it for decades. You might have a union pension, a couple of retirement accounts from old jobs, many different income streams, and chunky income that has never once looked the same two years in a row. And you're tired of every money decision feeling like a guess.
 That's where I come in. We build a money system that fits the way you actually get paid, so the slow months don't scare you and the big checks go towards supporting your version of financial freedom. 
 I also work with younger artists and self-employed creatives who want a plan in place before the big decisions show up.
 I'm NYC-raised, East Coast based, and I work virtually.

David Bonnichsen is the sole advisor at Phoenix Financial Engineering, LLC in Baltimore, MD, with 14 years of industry experience. He holds the Series 66 designation and has been with Phoenix Financial Engineering since 2016. In addition to his advisory role, he serves as an adjunct professor. Phoenix Financial Engineering, LLC provides fee-based financial planning and non-discretionary investment management to individuals, high-net-worth clients, and small businesses. The firm constructs tailored portfolios using both fundamental and technical analysis and conducts regular account reviews, while also offering educational seminars and workshops.

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.

Prospero Roda is the sole advisor at Roda Investment Management, LLC in Burtonsville, MD, holding Series 63 and Series 66 credentials with 21 years of industry experience. He has led Roda Investment Management since its founding in 2006. Roda Investment Management provides personalized, fee-only investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets on a discretionary basis using a strategic asset-allocation framework focused on individual equities, fixed income, and exchange-traded funds, incorporating fundamental analysis and global diversification to manage risk.

Niall O'Malley is a Series 65-credentialed financial advisor with 20 years of experience at Blue Point Investment Management in Baltimore, MD. He serves on the advisory board of the CFA Society Baltimore and is a member of the investment committees for the Maryland Center for History & Culture and Boys' Latin School of Maryland, volunteering regularly in these roles. Blue Point Investment Management provides discretionary and non-discretionary portfolio management primarily for individuals, trusts, IRAs, endowments, and corporate clients. The firm employs a Growth-At-a-Reasonable-Price (GARP) investment approach within a global, equity-oriented framework emphasizing tax efficiency, diversification limits, and active downside-risk management.

Zhi Wang is the sole advisor and owner of Genesis Capital Management, LLC, an independent firm based in Ellicott City, MD. He holds the CFA® designation and Series 63 license, with 13 years of industry experience. Mr. Wang has a long tenure at OneMain and World Financial Group, Inc. Outside of advisory work, he is involved in statistical analysis and operational support within the lending industry. Genesis Capital Management provides discretionary portfolio management and financial planning to individuals, businesses, and institutional clients. The firm offers balanced and alternative managed-account strategies that incorporate proprietary analytical models and valuation techniques, with an emphasis on options trading and portfolio monitoring.

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 a financial advisor with HR Investment Consultants, Inc. in Baltimore, MD, holding a Series 65 designation and 36 years of industry experience. He has led HR Investment Consultants since 1994. In addition to his advisory role, Valletta is a 50% owner of Pension Data Source, Inc., a company that publishes fee benchmarking data for retirement plans. HR Investment Consultants, Inc. provides retirement plan consulting to corporations, institutions, and associations, focusing on participant-directed 401(k) and 403(b) programs. The firm offers fiduciary and non-fiduciary services such as investment policy development, selection, monitoring, and benchmarking, operating on a non-discretionary basis without managing individual retail portfolios.

Raul Shah is a financial advisor at DocShah Financial, LLC in Ellicott City, MD, holding a Series 65 designation and with three years of industry experience. He is also the owner of DocShah Goods, LLC, a wholesale business selling products on Amazon, and has been an author for Seeking Alpha since 2017, writing on economics, finance, and stock topics. Additionally, he has engaged in professional baseball since 2017. DocShah Financial provides discretionary asset management, financial planning, and portfolio review services to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm combines fundamental and technical analysis, Monte Carlo simulations, and modern portfolio theory to construct and monitor portfolios, and offers public educational seminars alongside its advisory services.

Christopher Ragsdale is a financial advisor at Piedmont Financial Consulting in Laurel, MD, with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Bank of America/Merrill Lynch, Keys Development, and Prudential Financial. Piedmont Financial Consulting serves individuals, high-net-worth clients, and small businesses with financial planning, investment management, and public financial workshops. The firm combines passive investment strategies using index funds and ETFs with comprehensive financial planning and operates as a single-advisor practice.

Alan Myers is a CFA® charterholder and Series 63 licensee based in Baltimore, MD, with 23 years of experience at Aerie Capital Management, an independent firm he has been with since 2003. His background is solely with Aerie Capital Management, where he serves as the firm's sole advisor. Aerie Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to individual clients, high-net-worth households, corporate pension and profit-sharing plans, and charitable organizations. The firm employs a combination of fundamental, quantitative, and technical analysis with a long-term investment approach, managing portfolios primarily of individual stocks and bonds while also utilizing mutual funds, ETFs, and, in some cases, derivative instruments for strategic purposes.

Mark Donnelly is a CFP® and CFA® with 14 years of industry experience. He is the sole advisor at Atlas Sustainable Wealth, LLC, an independent firm based in Baltimore, MD. His prior roles include positions at Beacon Pointe Advisors and AEPG Wealth Strategies. Atlas Sustainable Wealth serves individual clients with portfolio management and comprehensive financial planning, focusing on buying high-quality companies at reasonable prices for long-term holding. The firm offers customized portfolios aligned with clients’ risk tolerance and values, utilizes in-house research, and provides advice on a variety of financial products including employer-sponsored retirement plans and charitable giving.

Michael Hepner is a CFP® and licensed CPA with 25 years of experience in financial advising and accounting. He is the sole advisor at Hepner Financial Services, LLC, an independent firm he has led since 2007. In addition to his advisory role, he provides accounting and tax services and is a licensed insurance agent. Hepner Financial Services, LLC offers discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm customizes portfolios based on client profiles and employs various investment analyses, managing a diverse range of investment options including private placements and alternative vehicles.

Scott Bertozzi is a CFP® professional with 30 years of experience in the financial industry. He has been the principal of Charles Street Asset Management, Inc. since 2012. In addition to his advisory role, he has involvement in various health insurance group plans and non-variable insurance activities. Charles Street Asset Management, Inc. provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate entities. The firm manages accounts on a discretionary basis using a range of investment strategies, including mutual funds, equities, bonds, ETFs, insurance products, and more active trading techniques.