Elizabeth Brennen is a CFP® professional with 33 years of industry experience, currently serving at A.G. Campbell Advisory, LLC. Her prior roles include positions at Harbor Investment Advisory LLC and Deutsche Bank Securities Inc. Since 2016, she has been Treasurer and a member of the Investment Committee at St. Thomas' Episcopal Church and holds several leadership roles on Hood College’s Board of Trustees. A.G. Campbell Advisory provides investment management, financial planning, and family office services to individuals, high-net-worth families, and institutions. The firm manages diversified portfolios using asset allocation and combines fundamental and technical analysis, offering tailored discretionary and non-discretionary solutions.

Mark Scott Sr. is a financial advisor at A.G. Campbell Advisory, LLC in Baltimore, MD, holding Series 63 and Series 66 designations with 14 years of industry experience. He has been with A.G. Campbell Advisory since 2012. A.G. Campbell Advisory provides investment management, financial planning, access to third-party managers, and family office services to individuals, high-net-worth families, and institutional clients. The firm combines portfolio construction, ongoing monitoring, and manager selection, managing approximately $403.9 million for 61 clients with a focus on diversified asset allocation and both fundamental and technical analysis.

Steven Gessner is a CFP® professional with over 31 years of experience in the financial industry. He has worked at firms including United Planners' Financial Services of America and Cambridge Investment Research. He is also an independent insurance agent. He is affiliated with WPG Advisers, LLC, which serves individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs a multifaceted investment approach using fundamental, technical, and cyclical analysis, applying a variety of investment vehicles and incorporating artificial intelligence tools for analysis and oversight.

John Holtzman is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Foundation Financial Advisors, Inc. since 1997. He is also associated with Commonwealth Financial Network over the same period. Foundation Financial Advisors provides financial planning and consulting primarily to individual clients, focusing on comprehensive planning and portfolio analysis without discretionary investment management. The firm offers a range of services including investment analysis, income tax planning, risk management, and estate and retirement planning, and uses fixed or hourly fees rather than percentage-based asset management charges.

Mike focuses his energy into helping clients navigate all of their financial needs. His experience includes a stint on the floor of the New York Stock Exchange, a career focused on investments at Brown Advisory and insurance at Securian Financial. During these experiences, he learned that a balanced approach and strategic financial planning is what can help clients achieve their goals. When not talking to clients or researching the next great opportunity for them, Mike & his wife enjoy quiet city living and relaxing whenever their new daughter allows. He loves playing soccer, lacrosse, golf, basketball… and really any sport. When he’s not meeting friends or family at the movies or the local watering hole, you can normally find him reading something very nerdy, like science fiction or financial science.

Kyle Fishler is a financial advisor at Foundry Wealth Advisors, LLC with seven years of industry experience. He has held roles at Foundry Wealth Advisors since 2017 and previously worked at Penn Mutual Life Insurance. Additionally, he is a Maryland-licensed producer of fixed life, health, and long-term care insurance. Foundry Wealth Advisors serves individual and high-net-worth clients, providing portfolio management and comprehensive financial planning services. The firm manages approximately $163 million for about 66 clients, using model portfolios tailored to client risk profiles and specific financial situations.

Jeffrey Venables is a financial advisor at Garritt Financial Solutions LLC with a Series 65 designation and two years of industry experience. He has been affiliated with Venables Financial Solutions, LLC since 2024 and has worked as a teacher at Rock Hill Schools since 1995. Garritt Financial Solutions provides financial planning and investment management primarily to individual clients and employer retirement plans. The firm uses a passive investment approach focused on low-cost index funds and ETFs, offering a range of planning services including retirement, tax, and estate strategies.

John Voight is a financial advisor at CJC Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at First Financial Group. In addition to his advisory role, Voight is a licensed insurance agent. CJC Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $122 million across four advisors. The firm uses fundamental and quantitative analysis coupled with modern portfolio theory to create diversified portfolios aligned with clients’ goals and risk tolerances.

Julia Seroskie is a financial advisor at Urban Wealth Management with 18 years of industry experience. She holds a Series 66 designation and previously worked at MML Investors Services Inc. and MassMutual for 17 years. Urban Wealth Management is a fee-based advisory firm serving individuals, high-net-worth clients, businesses, and charitable organizations. The firm combines discretionary investment management with comprehensive financial planning, using a core-and-satellite investment approach and integrating client education through structured coaching programs.

Alexander Campbell III is a financial advisor with A.G. Campbell Advisory, LLC, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He previously worked at Coastal Equities, Inc. from 2012 to 2016. Campbell also provides consulting advice on business matters to DM Management for less than five hours per month. A.G. Campbell Advisory offers discretionary and non-discretionary investment management, financial planning, and family office services to individuals, high-net-worth families, and institutional clients. The firm manages approximately $403.9 million for 61 clients, emphasizing diversified portfolios, ongoing monitoring, and access to third-party managers.

Martha Crocker is a CFP®-certified financial advisor with 37 years of industry experience. She has worked at Foundation Financial Advisors, Inc. since 2012 and is also affiliated with Commonwealth Financial Network. Foundation Financial Advisors, Inc. provides fee-for-service financial planning and consulting to individual clients, focusing on tailored written plans rather than discretionary portfolio management. The firm offers a broad range of planning services and investment vehicle guidance, operating with an explicit avoidance of percentage-of-AUM advisory fees.

Daniel Basch is a financial advisor with CM Capital Partners in Baltimore, MD, holding Series 63 and Series 65 designations and 24 years of industry experience. His career includes roles at Spencer Winston Securities Corp., Breck Capital, and multiple tenures at CM Capital Partners. CM Capital Partners provides advisory services to individual, high-net-worth, institutional, and business clients, offering portfolio management, business consulting, real estate advisory, and subadvisory services. The firm employs a combination of charting, fundamental, quantitative, and technical analysis, integrating alternatives like REITs and private equity, and offers both discretionary and non-discretionary account management.

James Roland II is a financial advisor at Foundation Financial Advisors, Inc. with 12 years of industry experience. He holds the CFP® designation and the Series 66 license. His prior work includes more than a decade at Sanders Morris Harris Inc. and multiple periods at Commonwealth Financial Network. Roland also spends part of his time involved in fixed insurance sales. Foundation Financial Advisors provides financial planning and consulting mainly to individual clients, focusing on comprehensive planning and portfolio analysis rather than discretionary investment management. The firm offers a range of services including investment analysis, income tax planning, risk management, and estate and retirement planning.

Anne Claire Nornhold is a financial advisor at Garritt Financial Solutions LLC with three years of industry experience. She holds a Series 65 designation and has worked at Garritt Financial Solutions since 2023. In addition to her advisory role, she is co-owner of Blossom Laboratories. Garritt Financial Solutions provides financial planning and investment management primarily to individual clients and employer retirement plans. The firm follows a passive investment approach using low-cost index funds and ETFs and offers a range of planning services, including retirement, tax, and estate planning, along with employee benefits optimization.

Todd Paradise is a CFP® with 25 years of industry experience, currently serving at WPG Financial Group, LLC in Baltimore, MD. His prior experience includes roles at United Planners' Financial Services of America and Cambridge Investment Research. In addition to his advisory work, he is an independent insurance agent. WPG Financial Group provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, business entities, and trusts. The firm employs a range of investment strategies across various asset classes and serves as general partner for affiliated private investment vehicles.

Patrick Bollinger is a financial advisor with Wealth Planning Group, holding a Series 66 designation and nine years of industry experience. He has worked at WPG Financial Group since 2018 and formerly held roles at United Planners' Financial Services of America and Cambridge Investment Research. Prior to his financial career, he was involved with Rouge Fine Catering and Towson University. Wealth Planning Group serves individual and high-net-worth clients, pension and profit-sharing plans, business entities, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes various investment vehicles, including mutual funds, ETFs, and private fund investments, supported by artificial intelligence tools under a formal AI policy.

John Bacci is a CFP® and ChFC® with 41 years of experience in financial advisory services. He has been with Foundation Financial Advisors, Inc. since 1997, where he also serves as President and Owner. Outside of his advisory role, Bacci has taught a finance-related course at Anne Arundel Community College. Foundation Financial Advisors, Inc. provides fee-for-service financial planning and consulting to individual clients, covering areas such as investment analysis, tax planning, risk management, and estate planning. The firm focuses on tailored written financial plans without discretionary asset management and offers implementation through Commonwealth Financial Network.

Alexander Campbell IV is a financial advisor at A.G. Campbell Advisory, LLC with one year of industry experience. He previously worked at Stepstone Group LP for three years and spent six years in education before entering the financial sector. A.G. Campbell Advisory provides discretionary and non-discretionary investment management, financial planning, access to third-party managers, and family office services to individuals, high-net-worth families, and institutional clients. The firm manages approximately $403.9 million across a client base of 61, focusing on diversified portfolios and ongoing monitoring with options for both discretionary and non-discretionary account management.

Frederick Cassilly is a financial advisor at Cassilly Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and its affiliated companies. Cassilly Financial serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans and charitable organizations. The firm uses model portfolios and third-party money managers, applying fundamental, cyclical, and modern portfolio theory in its investment approach.

Donald Mattran Jr. is a financial advisor with Foundry Wealth Advisors, LLC in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Foundry Wealth Advisors and its predecessor entity since 2016. Outside of his advisory role, he is co-owner of Matador Holdings, LLC, which provides advertising services for Foundry Wealth Advisors at PCA driving events. Foundry Wealth Advisors serves individual and high-net-worth clients, offering portfolio management and comprehensive financial planning. The firm uses model portfolios tailored to client risk profiles and specific needs, managing assets primarily on a discretionary basis through a four-advisor team.