Judith Brown is a Certified Financial Planner (CFP®) with 15 years of industry experience. She is a principal at SC&H Group, the parent company of SC&H Financial Advisors, and has been with SC&H Financial Advisors since 2022. Prior to that, she worked at Berman McAleer for five years. Brown volunteers as a committee member for the Maryland Association of CPAs Personal Financial Planning Committee and serves as treasurer and secretary of her local homeowners association board. SC&H Wealth is a multi-team registered investment adviser with approximately 20 advisors and $1.23 billion in assets under management. The firm serves individuals, trusts, estates, retirement plans, small businesses, and charitable organizations, offering financial planning, discretionary portfolio management, retirement plan consulting, and tax preparation services through a planning-driven approach that integrates tax and estate considerations.

Justin Linthicum is a CFP® at Financial Consulate with seven years at the firm and five years of industry experience. He previously worked at Offit & Roth, P.A. and Katz, Abosch, Windesheim, Gershman & Freedman, P.A. Financial Consulate serves individuals, retirement plan sponsors, and institutional clients with comprehensive financial planning, investment management, and retirement plan consulting. The firm integrates tax and accounting services with its advisory offerings and employs a proprietary “Risk Opportunity Investing” approach combining tactical asset allocation with fundamental, macroeconomic, and technical analysis.

Christopher Blair is a CFP® with 12 years of experience in the financial services industry. He has been with Van Sant & Mewshaw, Inc. since 2014 and holds a Series 65 license. Blair is based in Hunt Valley, MD, and is part of a five-advisor team at VSM Wealth Advisory, LLC. VSM Wealth Advisory serves individuals, families, trusts, estates, and employee benefit plans by providing discretionary investment management combined with integrated wealth-advisory services on a fee-only, asset-based model. The firm uses an asset-allocation framework primarily with index mutual funds and ETFs and incorporates tax-aware portfolio management techniques alongside personalized indexing and unified managed account structures.

William Sweigart is a Series 66-licensed financial advisor with over 31 years of industry experience. He has worked with Global Brokerage Services, Inc. since 1994 and is also a partner at Johnson & Sweigart, where he is involved in account and tax preparation for individuals and small businesses. Sweigart serves as Vice President of Universal Asset Management, Inc., overseeing affiliated companies. Global Brokerage Services (GBS) serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account/UMA offerings. The firm combines broker/dealer and investment adviser registrations to provide non-discretionary advice using third-party sub-managers and model portfolios, supported by a six-advisor team.

Jerrin Toomey is a CFP® professional with eight years of industry experience, currently serving as an advisor at SC&H Wealth since 2017. Prior to this, he held roles at Gettysburg College and Overnight Office. Outside of his advisory work, he coaches varsity football at West York Area High School. SC&H Wealth serves a diverse client base including individuals, trusts, estates, and businesses, providing financial planning, asset management, retirement plan consulting, and tax preparation. The firm employs a team approach with CPAs and CFP® professionals to deliver tailored investment strategies, often managing accounts on a discretionary basis using mutual funds and ETFs.

James Francis is a financial advisor at SC&H Wealth with three years of industry experience. He holds a Series 65 designation and has worked exclusively with SC&H Financial Advisors, Inc. since 2021, with prior experience including seasonal roles at Rehoboth Beach Patrol and involvement with Lake Champion - A Young Life Camp. SC&H Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs a team-based, planning-driven approach that incorporates tax and estate considerations into portfolio construction and monitoring, primarily using mutual funds and ETFs.

Edward Hart is a financial advisor at Marathon Capital Management with five years of industry experience. He holds a Series 65 designation and previously worked at Tufton Capital Management, LLC for eight years. Marathon Capital Management provides discretionary portfolio management and integrated financial planning to high-net-worth individuals, trusts, estates, and charitable organizations. The firm follows a long-term, buy-and-hold investment approach focused on growth at a reasonable price, managing client accounts on a discretionary basis with regular portfolio reviews and a fiduciary stance on retirement rollovers.

Thomas Johnson is a financial advisor with Global Brokerage Services, Inc. in Hunt Valley, MD, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He has been with Global Brokerage Services since 1994 and also provides accounting and tax preparation services for individual and business clients through Johnson & Sweigart. Global Brokerage Services serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account offerings. The firm operates on a non-discretionary basis and combines third-party sub-managers and model portfolios, supported by a six-advisor team and custodial relationships with Hilltop Securities and Envestnet.

Andrew Polcari is a financial advisor at SC&H Wealth in Hunt Valley, MD, holding a Series 65 designation with one year of industry experience. His prior work includes roles outside the financial industry, such as at Wave Riding School and Maryland Athletics. SC&H Wealth is a multi-team registered investment adviser managing approximately $1.23 billion in assets, serving individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs a team-based, planning-driven approach integrating tax and estate considerations, with portfolios primarily constructed from mutual funds and ETFs.

Michael Lavina is a financial advisor at Cornerstone Advisory with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Advisory since 2015. He also serves as Chief Operating Officer of Outcome Driven Strategies. Cornerstone Advisory serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and a private pooled investment vehicle. The firm employs a planning-first investment process and manages a diverse investable universe that includes traditional and alternative assets, while overseeing third-party managers and acting as advisor and manager to private pooled funds.

Shane Cavanaugh is a CFP® with nine years of industry experience, currently serving as an advisor at SC&H Wealth. His prior experience includes roles at Bank of America and Merrill. He is associated with SC&H Group, the parent company of SC&H Financial Advisors, which organizes corporate and community activities for employees. SC&H Wealth is a multi-team registered investment adviser managing approximately $1.23 billion in assets. The firm serves individuals, trusts, estates, retirement plans, small businesses, and charitable organizations with a planning-driven approach that integrates tax and estate considerations into portfolio management.

Linda Hickel is a financial advisor at Marathon Capital Management with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Marathon since 2019, following a 25-year tenure at Baltimore Capital Management, Inc. Marathon Capital Management provides discretionary portfolio management and integrated financial planning primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm follows a long-term, buy-and-hold investment approach based on growth at a reasonable price, emphasizing individual security selection and multi-year outlooks.

Michael Wissel is a financial advisor at Howard Capital Management Group, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Howard Capital Management entities since 2001. Howard Capital Management Group, LLC provides discretionary investment management to high-net-worth individuals, trusts, foundations, endowments, and institutions, managing approximately $2.56 billion in assets. The firm employs fundamental, technical, and cyclical analysis with an emphasis on buy-and-hold strategies while offering access to alternative investments through third-party model portfolios.

Rodney Dir is a financial advisor with The Marshall Financial Group LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at TLG Advisors, Southport Capital, M Holdings Securities, Pacific Capital Strategies, and Crestwood Group. He also maintains a part-time involvement with TLG Advisors as an investment adviser representative. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, investment analysis, and planning services. The firm offers fee-based asset management using mutual funds, managed stock and ETF accounts, and held-away asset monitoring, with individualized portfolio design based on client objectives and risk tolerance.

Mark Degroat is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 19 years of industry experience. He has worked at SC&H Financial Advisors, Inc. since 2018 and previously held positions at Capital One Advisors, LLC, and Capital One Investing, LLC. Degroat is also a licensed insurance agent involved in the sale of insurance-related products. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations. The firm employs a team approach combining CPAs and CFP® professionals to provide financial planning, asset management, retirement plan consulting, and tax preparation, utilizing mutual funds, ETFs, and technology-driven platforms.

Denton Lane is a financial advisor with The Marshall Financial Group LLC in Hunt Valley, MD. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Farther Finance Advisors, Merrill Edge, and Bank of America Merrill Lynch. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm builds individualized portfolios based on client risk tolerance and objectives, typically utilizing mutual funds, ETFs, and managed stock sleeves, and offers services such as asset management, retirement and estate planning, and client education seminars.

Christopher Pesota is a CFP® with 10 years of industry experience. He has worked at Cornerstone Advisory since 2024 and previously spent eight years at T Rowe Price. Cornerstone Advisory offers discretionary portfolio management, financial planning, pension consulting, and sub-advisory services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a planning-first approach combining traditional and alternative investments, including management of proprietary private pooled vehicles.

Fred Hill III is a financial advisor at VSM Wealth Advisory, LLC with 10 years of industry experience. He holds a Series 66 credential and has worked previously at Van Sant & Mewshaw, Inc, PNC Financial Services, UBS Financial Services, UBS Bank USA, and Fidelity Investments. VSM Wealth Advisory serves individuals, families, trusts, estates, and employee benefit plans by providing discretionary investment management alongside integrated wealth-advisory services. The firm employs a fee-only, asset-based model, using an asset-allocation framework focused on index funds and ETFs, and incorporates tax-aware strategies and personalized indexing within its coordinated approach.

Eric Schopf is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for nine years at Tufton Capital Management before joining Mercer in 2025. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and other nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and features globally diversified, risk-appropriate portfolios with multi-factor tilts, regular rebalancing, and tax management where appropriate.

Thomas Biddison is a financial advisor at Cornerstone Advisory with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cornerstone Advisory since 2006, with prior experience at Alternative Markets Fund LLC and Axa Advisors, LLC. Outside of his advisory role, he serves as vice chair of the board at UMD St. Joseph Medical Center. Cornerstone Advisory serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and a private pooled investment vehicle. The firm employs a planning-first investment process with discretionary portfolio management, incorporating a broad investable universe that includes traditional and alternative assets and manages the Outcome Driven Fund, L.P., a private pooled vehicle focused on structured notes and lower-correlation strategies.