Daniel Cohen is a financial advisor at Macroview Investment Management LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Absolute Investment Management, LLC since 2010. Macroview Investment Management serves individuals, corporations, non-profits, and pension and profit-sharing plans with discretionary investment management, financial planning, and retirement plan consulting. The firm uses a top-down, macroeconomic investment approach combined with fundamental, technical, cyclical, and charting analysis to manage diversified portfolios, often incorporating third-party managers when appropriate.

William Schwarz is a financial advisor at Dauntless Advisory, LLC in Annapolis, MD, with 11 years of industry experience. He previously worked at Citi Global Markets for 11 years and spent a year self-employed before joining Dauntless Advisory. He holds Series 65, Series 63, and Series 66 licenses. Dauntless Advisory provides portfolio management and investment advisory services to individuals, high-net-worth clients, and charitable organizations, creating individualized Investment Policy Statements. The firm employs a combination of cyclical, fundamental, modern portfolio theory, and quantitative analysis with tailored model allocations, offering a range of strategies from long-term positions to active trading techniques.

Jeremy Reed is a CFP® professional affiliated with GLR Partners and has 14 years of industry experience. Prior to joining GLR Partners in 2025, he worked for UBS Financial Services for 10 years. Outside of his advisory role, he is also the owner of a real estate business. GLR Partners provides personalized financial planning and investment advisory services to individuals, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a client-specific approach grounded in fundamental research to build long-term portfolios while allowing for shorter-term trading when appropriate.

Nicole Mulea is a Series 65-credentialed advisor with CovingtonAlsina, bringing three years of industry experience. She has been with the firm since 2021. Outside of advisory work, she is an independent licensed insurance agent. CovingtonAlsina serves individuals, high-net-worth clients, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm uses fundamental analysis and modern portfolio theory to inform investment decisions and offers services including tax preparation through an in-house CPA and customized financial planning.

David Bauer is a CFP® certificant at Cassilly Financial with two years of industry experience. He previously worked at Northwestern Mutual and has been with Cassilly Financial since 2021. Cassilly Financial serves individual clients, pension and profit-sharing plans, and charitable organizations, providing discretionary portfolio management, financial planning, and pension consulting. The firm primarily manages accounts through model portfolios and third-party money managers, utilizing fundamental, cyclical, and modern portfolio theory in its investment approach.

Raymond Hobson is a CFP® with over 31 years of industry experience. He is currently with HF Advisory Group, LLC, where he has worked since 2020. His prior experience includes roles at the Institute For Wealth Management LLC, Institute for Wealth Advisors, and Broker Dealer Financial Services Corp. Outside of advisory work, he is involved in independent insurance sales. HF Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm utilizes modern portfolio theory and combines long- and short-term trading strategies, serving roughly 402 client relationships with approximately $250 million in discretionary assets under management.

Justin Roudiez is a CFP® and ChFC® with 16 years of industry experience. He is currently with White Oak Wealth Management, operating under Oakmont Wealth Advisory, where he has worked since 2019. His prior experience includes roles at Northwestern Mutual Wealth Management Company and affiliated entities from 2008 to 2017. Oakmont Wealth Advisory, doing business as White Oak Wealth Management, provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and charitable organizations. The firm employs a range of investment vehicles and strategies, including borrowing and derivatives within separately managed accounts, and integrates financial planning with portfolio management.

Stephen James is a CFP® professional with 39 years of industry experience. He is currently with Severn Financial Advisors, LLC, where he has worked since 2009, and has prior experience at Commonwealth Financial Network and Cambridge Investment Research Advisors. Severn Financial Advisors, LLC provides financial planning and consulting services to individuals, families, businesses, trusts, and estates, focusing on tailored written or verbal plans developed through a detailed fact-finding process using third-party planning tools. The firm offers fixed-fee and hourly planning engagements and does not provide discretionary asset management or custody of client assets.

Joseph Wehr is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Maryland Capital Advisors, Inc. since 2024 and previously held roles at Dimensional Fund Advisors, PayPal, and the University of Chicago Booth School of Business. Maryland Capital Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, families, retirement plans, corporations, and trusts. The firm employs an investment approach based on Modern Portfolio Theory and factor research, favoring passive funds and ETFs to construct diversified global, multi-asset portfolios.

John Holtzman is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network and Foundation Financial Advisors since 1997. He is based in Linthicum Heights, MD. Outside of his advisory role, he is a co-owner of Kenwood Property, LLC, a residential real estate management entity. Commonwealth Financial Network supports a national network of nearly 3,000 advisors by providing technology, operations, investment management, and compliance services. The firm offers a variety of advisory programs and discretionary model portfolios while allowing advisors flexibility in constructing client portfolios.

David Sheiman is a CFA® charterholder with four years of industry experience. He has been with The Ellerson Group Inc in Annapolis, MD since 2014. The Ellerson Group provides investment supervisory services and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation with a core-and-satellite approach and global diversification, utilizing a variety of investment vehicles including mutual funds, ETFs, individual securities, and options.

Roy Emanuel is a financial advisor at Dauntless Advisory, LLC with one year of industry experience. He holds a Series 65 credential and has worked at Johns Hopkins University Applied Physics Laboratory for over 17 years, where he currently serves as Senior Professional Staff II. Dauntless Advisory provides portfolio management and investment advisory services to individuals, high-net-worth clients, and charitable organizations, using a documented investment process that incorporates cyclical, fundamental, and quantitative analysis tailored to client risk tolerances. The firm maintains a small client base with close advisor-client relationships and employs institutional custody and research services to support its activities.

Samuel Mc Kee is a Series 65-licensed financial advisor with Accordant Advisory Group, Inc. in Annapolis, MD, with one year of industry experience. Prior to his current role, he has worked in various non-financial roles including as a part-time bartender at City Tap House. Accordant Advisory Group provides investment advice and planning services to individuals, retirement plan sponsors, charitable organizations, and corporations. The firm employs a combination of fundamental and technical analysis with customized long- and short-term strategies, managing portfolios consisting of individual stocks, ETFs, mutual funds, fixed income securities, and fee-based index annuities.

Melissa Frawley is a financial advisor with Annapolitan Investment Group, Inc. in Annapolis, MD, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with Raymond James Financial since 2009 and has been involved with Annapolitan Investment Group since 2005. Outside of her advisory roles, she is president of Annapolitan Investment Group LLC, an independent contractor support company. Annapolitan Investment Group provides customized financial and retirement planning for individuals and families, focusing on tax, estate, business, education, and cash-flow planning. The firm emphasizes planning over discretionary portfolio management and delivers advice through in-person meetings and educational seminars.

Amanda Hopkins Clouser is a CFA® charterholder with seven years of industry experience. She has been with RCS Financial Planning, LLC since 2018 and previously worked at TIAA from 2008 to 2017. RCS Financial Planning serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs an evidence-based investment approach focused on modern portfolio theory and offers comprehensive financial planning, portfolio management, and pension consulting services.

Jason Dallacqua is a CFP® with 12 years of industry experience, currently serving as an advisor at Crest Wealth Advisors LLC since 2020. Prior to this, he worked at Investment Planning Associates, Inc. for eight years. Crest Wealth Advisors serves individual and high-net-worth clients as well as employer plan sponsors, offering portfolio management, comprehensive financial planning, and employee benefit plan advisory services. The firm employs a strategic asset allocation approach informed by fundamental analysis and modern portfolio theory, combining active and passive strategies tailored to client goals and risk tolerance.

John Grant is a financial advisor at CovingtonAlsina with a Series 65 credential and two years of industry experience. His prior roles include positions at Worthington Financial Partners and Great Valley Advisor Group, as well as work in education at Towson University, Virginia Tech, and Parkside High School. He serves as Treasurer and Board Member for The Summit School, an institution supporting children with dyslexia and other learning differences. CovingtonAlsina manages approximately $189 million for around 470 clients, including high-net-worth individuals and pension plans. The firm provides discretionary portfolio management, financial planning, and pension consulting, employing fundamental analysis, modern portfolio theory, and a mix of direct and third-party management across a broad range of securities and alternative investments.

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.

Christopher Thomas is a CFP® with 23 years of industry experience, currently serving as an advisor at Macroview Investment Management LLC since 2018. His prior experience includes roles at Planning Solutions Group, LLC and Triad Advisors, Inc. He serves as treasurer and board member of the National Capital Chapter of the Society of Financial Service Professionals. MacroView Investment Management serves individuals, corporations, non-profits, and retirement plans with discretionary investment management, financial planning, and sub-advisory services. The firm employs a top-down, macroeconomic investment approach using diversified strategies and partners with Zoe Financial to support administrative functions and smaller accounts.

Wayne Lavallee is a CFP® and ChFC® with 29 years of industry experience. He is currently with GLR Partners in Columbia, MD, where he serves as Managing Partner and Director of tax estate planning and co-head of wealth management. Prior to joining GLR Partners, he worked at UBS Financial Services for 10 years. GLR Partners provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as entities such as family offices, trusts, and private foundations. The firm’s investment approach is based on client-specific financial analysis and fundamental research, offering a broad range of investment instruments and detailed performance reporting.