Robert Shaker is a financial advisor at Shaker Financial Services with 20 years of industry experience. He holds the Series 65 designation and has been with Shaker Financial Services since 2004. Shaker Financial Services provides discretionary portfolio management primarily for individuals, families, trusts, IRAs, and small-business retirement accounts, as well as institutional clients including other investment advisers and municipal and sovereign entities. The firm specializes in globally diversified portfolios composed mainly of closed-end funds, employing a quantitative “discount capture” approach to trading.

Connor Chapman is a financial advisor at Maryland Capital Advisors, Inc. He holds a Series 65 designation and has been with the firm since 2022. Prior to this, he worked at Harmonic International and studied at Salisbury University. Maryland Capital Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, families, retirement plans, corporations, and charitable organizations. The firm utilizes a Modern Portfolio Theory-based approach with a preference for passively managed funds and ETFs, managing substantial assets through a referral-only model and a compact advisory team.

Paul Evans is a financial advisor at Annapolitan Investment Group, Inc. with 24 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. In addition to his advisory role, he is the owner of Black Island Capital, LLC and has been involved with the US Naval Academy Athletic Association since 2014. Annapolitan Investment Group provides customized financial and retirement planning to individuals and families, focusing on non-discretionary advice regarding mutual funds, CDs, municipal bonds, annuities, and ETFs. The firm offers written financial plans through in-person consultations and educational seminars, combining broker-dealer registration with a primary emphasis on planning services.

Jonathan Mc Mahon is a financial advisor at Dauntless Advisory, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Amobee, Inc. and Videology, Inc. prior to joining Dauntless Advisory. Dauntless Advisory provides portfolio management and investment advisory services to individuals, high-net-worth clients, and charitable organizations. The firm uses a documented investment approach that combines cyclical, fundamental, modern portfolio theory, and quantitative analysis, tailoring strategies to client risk tolerances and goals.

John Taylor Jr. is a financial advisor at Financial Concepts Unlimited, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments since 2012 while also serving at Financial Concepts Unlimited since 2001. Outside of his advisory roles, he serves as president of a homeowners association in Syria, Virginia. Financial Concepts Unlimited serves individual and high-net-worth clients, trusts, businesses, and pension plans by providing discretionary portfolio management, financial planning, and consulting services. The firm employs model portfolios that include ETFs, mutual funds, stocks, bonds, and options, and is noted for its active management of variable annuity sub-accounts and distinctive use of margin in managed accounts.

Gretchen Straczewski is a financial advisor with Tred Avon Family Wealth, LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Merrill from 2021 to 2024 and has experience with the Aloha Foundation and educational organizations. Outside of her advisory role, she is employed part-time as a retail associate at Wyndon Distilling in St. Michaels, MD. Tred Avon Family Wealth provides investment management, financial planning, ERISA plan advisory, and independent manager selection for individuals, high-net-worth families, trusts, and institutional clients. The firm manages approximately $432 million, primarily through non-discretionary relationships, and combines diversification, strategic asset allocation, and tactical shifts using a variety of analytical methods and alternative investments.

Heather Anthony is a CFP® with CovingtonAlsina in Annapolis, MD, bringing experience from roles at The Colony Group LLC and Bridgewater Wealth & Financial Management. She joined CovingtonAlsina in 2025 and has been with the firm since then. CovingtonAlsina provides advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm customizes Investment Policy Statements and employs fundamental analysis alongside modern portfolio theory to manage client portfolios.

Matthew O'Keefe is a CFP® with 16 years of industry experience, currently serving at Back Bay Financial Planning & Investments since 2026. He previously worked for Equitable Advisors and AXA Advisors, LLC from 2010 to 2026. Outside of his primary role, he is involved with TFG Private Wealth Management, providing investment advisory services and serving on its investment committee. Back Bay Financial Planning & Investments serves individual and high-net-worth clients with discretionary investment management and project-based financial planning on a fee-only basis. The firm employs a blend of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to construct portfolios using both passive and active strategies, including socially responsible options when requested.

David Mckee is a CFP® professional with 32 years of experience in financial advising. He has been with Accordant Advisory Group, Inc. since 2001 and previously worked at Raymond James Financial Services, Inc. and Mckee Holding Corporation. Outside of his advisory work, he serves as a trustee for a family trust and holds an officer position at a private business. Accordant Advisory Group provides investment advice and planning to individuals, retirement plan sponsors, charitable organizations, and corporations. The firm manages portfolios using a combination of fundamental and technical analysis, employing both long- and short-term strategies tailored to client objectives.

Frances Spurry is a CFP® with 17 years of industry experience and has been with Tred Avon Family Wealth, LLC since 2014. She holds Series 63 and Series 65 licenses and operates as the sole advisor at the firm. Tred Avon Family Wealth, LLC provides investment management, financial planning, and consulting services to individuals, families, trusts, ERISA plans, and other clients, managing approximately $474 million across nearly 300 accounts. The firm uses a combination of fundamental and technical investment techniques, emphasizing diversification and both active and passive strategies, with a majority of assets managed on a non-discretionary basis.

David Cunningham is a financial advisor with Westbourne Investment Advisors Inc. in Annapolis, MD, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at Westbourne Investment Advisors since 2007 and Cunningham Capital Management, LLC since 2012. Westbourne Investment Advisors provides discretionary portfolio management and financial advisory services to individual and high-net-worth clients, IRAs, trusts, corporate accounts, pension plans, and nonprofit organizations. The firm manages approximately $449 million and emphasizes fundamental analysis with multi-year holding periods, maintaining equity exposures between 60–90% and typically low portfolio turnover.

Annika Mitchell is a Series 65 licensed advisor at 1 North Wealth Services, LLC with one year of industry experience. Prior to joining the firm, she held various roles across several sectors including hospitality and education. 1 North Wealth Services provides discretionary investment management and financial planning to individuals, businesses, and charitable organizations. The firm employs an active, team-based approach using fundamental and technical analysis across multiple strategies, including an ESG option for interested clients.

Ryan Donahue is a CFP® professional with experience at Curio Wealth, LLC since 2024. Prior to this, he worked at Regscan, Inc and MainStreet Financial Planning among other roles. Curio Wealth provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans. The firm uses a range of investment vehicles including no-load mutual funds, ETFs, and individual securities, and offers additional services such as tax preparation and trustee/bill-paying.

Mary Hughes is a financial advisor with 17 years of industry experience, currently serving at 1 North Wealth Services, LLC. She holds the Series 65 designation and has been with Middleton Gardiner Group, LLC since 2005. 1 North Wealth Services provides discretionary investment management and financial planning to individuals, closely held businesses, retirement plans, estates, trusts, and charitable foundations. The firm employs an active, discretionary approach with multiple strategies, including a Sustainable Investing (ESG) option, and manages over $320 million in discretionary assets.

Kevin Wrenn is a CFP® with 10 years of industry experience, currently serving as an advisor at Ballast Financial Advisors, LLC. Prior to joining Ballast in 2020, he worked at Anchor Capital Management LLC from 2015 to 2021. Outside of his advisory role, he is an assistant high school basketball coach with Anne Arundel County Public Schools. Ballast Financial Advisors, LLC serves individual and high-net-worth clients, trusts, pension plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a variety of analytical methods and may use third-party money managers, managing portfolios on both discretionary and non-discretionary bases.

Bruce Kromminga is a financial advisor at Westbourne Investment Advisors Inc. in Annapolis, MD, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Westbourne Investment Advisors since 2016 and has been associated with Bay Bridge Capital Management since 2007. Westbourne Investment Advisors provides discretionary portfolio management to individuals, trusts, pension plans, and nonprofit organizations, managing approximately $359 million across about 420 accounts. The firm employs an equity-oriented, buy-and-hold strategy with typical equity allocations between 60% and 90%, using fundamental analysis supported by computer screens and technical review.

Erik Johnson is a financial advisor at Cornerstone Advisory with 15 years of industry experience. He holds a Series 63 designation and has worked at Cornerstone Advisory since 2010, previously spending 20 years at Private Fund Advisors, Inc. He is also involved as a principal in Private Fund Advisors. Cornerstone Advisory serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a planning-first investment process with a broad investable universe that includes traditional and alternative assets, and manages most client relationships on a discretionary basis.

Kim Anh Pham is a CFP® and Series 65 licensed advisor at Vestia Personal Wealth Advisors with four years of industry experience. She has worked at Vestia since 2021 and previously held positions at Covington Alsina and in medical imaging technology. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors. The firm employs an evidence-based investment approach and offers comprehensive financial planning, portfolio management, business consulting, and educational workshops.

Kathryn Putek is a financial advisor with 13 years of industry experience, currently working at Middleton Gardiner Group, LLC since 2011. She holds a Series 65 designation and is based in Annapolis, MD. She is part of 1 North Wealth Services, LLC, a team of five advisors that provides discretionary investment management and financial planning to individuals, businesses, retirement plans, estates, trusts, and charitable foundations. The firm employs an active, discretionary approach incorporating fundamental and technical analysis and offers multiple strategies including capital preservation, total return, growth, alternatives, and sustainable investing.

Roman Balogh is a financial advisor with Sera Capital Management, LLC, holding a Series 65 designation and five years of industry experience. His prior positions include work at Scharf Investments, LLC, and Starbucks, as well as employment at the University of California Riverside. Sera Capital Management serves individuals and families, including high-net-worth clients, providing discretionary and non-discretionary portfolio management alongside targeted investment consulting. The firm manages a blend of liquid securities and alternative investments and emphasizes buy-and-hold strategies with periodic reviews tailored to each client’s objectives and risk tolerance.