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.

James Ellerson is a financial advisor with The Ellerson Group Inc in Annapolis, MD, holding Series 63 and Series 65 licenses. He has 3 years of industry experience and has been affiliated with The Ellerson Group since 1995. He also serves as a trustee of family trusts. The Ellerson Group provides personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages a substantial asset base with a small advisory team, using a core-and-satellite investment approach focused on global diversification and typically employing no-load or low-cost mutual funds and ETFs.

Carly James is a financial advisor at Severn Financial Advisors, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Commonwealth Financial Network and Independent Financial Partners. Outside of financial advising, Carly is a certified yoga teacher affiliated with Yoga Factory, LLC. Severn Financial Advisors, LLC provides financial planning and consulting services to individuals, families, businesses, trusts, and estates. The firm uses a fact-finding process and third-party tools to develop tailored plans on retirement, tax, estate, and cash-flow topics, offering fixed-fee and hourly planning engagements rather than asset-based fees.

Lindsey Lloyd is a financial advisor at Crest Wealth Advisors LLC with one year of industry experience. She holds the Series 66 designation and has previously worked at Cetera Advisors LLC and InFocus Financial Advisors. 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 combines active and passive investment strategies based on client goals and risk tolerance, managing accounts continuously to maintain policy targets.

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 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Financial Concepts Unlimited since 2001, with additional experience at Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as president of a homeowner's association in Syria, Virginia. Financial Concepts Unlimited provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as corporations and pension plans. The firm manages approximately $189.8 million across about 196 accounts, utilizing proprietary model portfolios and a combination of mutual funds, ETFs, structured products, individual securities, and options.

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.

Thaddeus Toal Jr. is a Certified Financial Planner® with 24 years of industry experience. He has worked at RCS Financial Planning, LLC since 2017 and previously spent 10 years at Rockwood Wealth Management, LLC. RCS Financial Planning serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm provides portfolio management, comprehensive financial planning, and pension consulting, following an evidence-based investment approach grounded in modern portfolio theory.

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.

Frederick Cassilly is a financial advisor with Cassilly Financial in Severna Park, MD, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2007 through 2019. Cassilly Financial serves individual clients, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and pension consulting services, primarily using firm-developed model portfolios and third-party money managers.

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.

Samantha Harris is a CFP® with 10 years of experience in the financial industry. She is affiliated with Scarborough Capital Management and has worked there since 2015, also holding a position at Independent Financial Group, LLC since 2018. Scarborough Capital Management is an SEC-registered investment adviser managing approximately $1.4 billion for over 2,000 clients through a team of 13 advisors. The firm utilizes an asset-allocation framework and model portfolios to construct discretionary accounts, serving a mix of institutional and individual clients with portfolio management, financial planning, and consulting services.

Ryan Ansted is a financial advisor with Scarborough Capital Management in Annapolis, MD, holding a Series 66 designation and 25 years of industry experience. He has worked at Independent Financial Group, LLC since 2018 and has been with Scarborough Advisors, LLC dba Scarborough Capital Management since 2013. Scarborough Capital Management is an SEC-registered investment adviser managing approximately $1.4 billion for over 2,000 clients through a team of 13 advisors. The firm primarily employs an asset-allocation framework and model portfolios to construct discretionary accounts, serving a diverse client base that includes institutional investors and individuals.

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 at 1 North Wealth Services, LLC with 16 years of industry experience. She holds a Series 65 designation and has been associated with Middleton Gardiner Group, LLC since 2005. 1 North Wealth Services advises individual investors, retirement plans, estates, trusts, closely held corporations, and charitable foundations. The firm uses a team-based investment committee approach that combines fundamental and technical analysis, implementing portfolios primarily through no- and low-load mutual funds and ETFs, with options for Sustainable/ESG-focused investments.