Christopher Benson is a PFS™ credentialed advisor with 13 years of industry experience. He has been with L. K. Benson & Company, P.C. since 2009. L. K. Benson & Company, P.C. serves individual and high-net-worth clients with financial planning, discretionary portfolio management, tax planning, and accounting services. The firm emphasizes asset allocation and diversification using mutual funds and ETFs, and integrates tax and accounting work through a formal affiliation with an accounting practice.

Peter Dixon is a CFP® professional with 23 years of experience in the financial industry. He is the sole advisor at Waypoint Wealth Management, where he has worked since 2016. His prior experience includes roles at Commonwealth Financial Network, FSC Securities Corporation, Financial Council, LLC, and Advantage Capital Corporation. Waypoint Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, qualified retirement plans, and businesses. The firm’s investment approach emphasizes long-term, diversified buy-and-hold strategies primarily using passively managed mutual funds and ETFs, supported by written investment policy statements and regular account monitoring.

Charles Meyer is a CFA® charterholder with 12 years of industry experience. He is currently with Mercer Global Advisors Inc., having joined after the acquisition of Tufton Capital Management, where he worked for nine years. Tufton Capital Management is a fee-only, discretionary investment adviser managing approximately $810 million in assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented investment approach focused on large U.S. companies, constructing portfolios across money market instruments, fixed income, and equities with low turnover.

Melissa Miller is a financial advisor at Sovereign Financial Services, LLC in Phoenix, MD, holding a Series 65 designation with 10 years of industry experience. She has been with Sovereign Financial Services since 2010. Outside of her advisory role, she owns Sovereign Insurance Service, where she works as a licensed agent for life, health, home, and auto insurance. Sovereign Financial Services provides comprehensive financial planning and discretionary portfolio management, primarily serving trusts, businesses, and organizations rather than individual retail clients. The firm employs a five-step planning process and emphasizes diversified allocations using low-cost index funds and short- to medium-term fixed income investments, managing approximately $78.2 million in discretionary assets.

Lyle Benson is a certified financial planner (CFP®) and personal financial specialist (PFS™) with 13 years of industry experience. He has been with L. K. Benson & Company, P.C. since 1994, where he is one of two advisors at the firm. L. K. Benson & Company, P.C. serves individual and high-net-worth clients with financial planning, discretionary portfolio management, tax planning, tax preparation, and accounting services. The firm emphasizes asset allocation and diversification, utilizes mutual funds and ETFs, and integrates tax and accounting work through its affiliation with an accounting practice.

Douglas Robinson is a financial advisor at DouglasBradley LLC with 20 years of industry experience. He holds the Series 66 designation and has been with DouglasBradley LLC since 2005. Outside of his advisory role, he also serves as a member manager of an independent real-estate management entity, separate from his financial advisory work. DouglasBradley LLC provides investment portfolio management and financial planning to individuals, families, trusts, estates, and family businesses. The firm employs a tailored, discretionary approach focusing on income-producing securities and offers flexible engagement structures while managing approximately $84 million for about 75 client households.

Gabriela Miutescu is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Raskin Global Inc. and Raskin Global LLC, having previously worked at Raymond James Financial Services and Bordier & Cie. She serves as a board member for the Greater Chesapeake Foundation, a charitable organization. Raskin Global Inc. provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes individualized investment programs, leveraging third-party managers and platforms, and offers unique services such as private real estate investments and leverage strategies.

Vincent Silvestri is a financial advisor with Silvestri Financial and Tax Advisors, Inc. He holds a Series 66 designation and has 12 years of industry experience. His career includes roles at Chesapeake Capital Management, LLC and Sageguard Investment Advisory Services. In addition to advisory services, he manages individual federal and state tax return preparation annually. Silvestri Financial and Tax Advisors provides financial planning, consulting, and tax-related advice to individual and corporate clients, including high-net-worth individuals. The firm recommends third-party portfolio managers, offers insurance products, and hosts educational seminars primarily for retirement-age attendees, focusing on traditional asset classes while placing portfolio management with selected external managers.

Andrew Anthony is a financial advisor at Bay Harbor Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Bank of New York Mellon from 2015 to 2019. Bay Harbor Wealth Management advises individuals, high-net-worth clients, and trusts with discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach focuses on risk-based asset allocation across multiple platforms and third-party managers, with ongoing portfolio monitoring and consolidated reporting for clients.

Henry Godfrey is a Series 66-licensed financial advisor with Safe Harbor Retirement Planners in Abingdon, MD, bringing 20 years of industry experience. He has worked with Asset Management Services, Inc. since 2009 and has been associated with Safe Harbor Financial Group LLC since 2000. Outside of advisory duties, he is also an insurance agent involved in insurance sales. Safe Harbor Retirement Planners offers discretionary asset management and retirement-plan advisory services to individual and high-net-worth clients. The firm employs a globally diversified investment approach centered on low-cost index ETFs and individual equities, with ongoing portfolio monitoring and adjustments based on client objectives.

Andrew Thompson is a CFP® with 23 years of experience in the financial services industry. He is the sole advisor at Meta Wealth Advisory, a firm he established after 17 years at SC&H Financial Advisors, Inc. and SC&H Group, Inc. Meta Wealth Advisory provides integrated wealth management services to individual and high-net-worth clients, combining investment management, financial planning, and tax preparation. The firm employs an evidence-based investment approach focused on diversification and long-term risk management, with portfolio supervision that includes quarterly reviews and individualized investment policies.

John Murphy is a financial advisor at Tufton Capital Management, LLC with 29 years of industry experience. He has worked at Tufton Capital Management since 2016 and joined Mercer Global Advisors Inc. in 2025. Murphy serves as a co-trustee for a client trust, acting as an intermediary among co-trustees, portfolio managers, and trust beneficiaries. Tufton Capital Management provides discretionary, fee-only investment management to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented investment approach combining growth and value equities with fixed income and short-term investments, emphasizing low turnover and full investment discretion within client guidelines.

Michael Cooperman is a Series 65-licensed advisor at MJC Advisors, LLC, with 21 years at the firm and 12 years of industry experience. He is based in Lutherville, MD. MJC Advisors, LLC provides discretionary investment advisory services and fee-only financial planning to individuals, trusts, estates, pensions, and profit-sharing plans. The firm manages approximately $190 million in discretionary assets for about 83 clients, using asset allocation strategies based on Modern Portfolio Theory that incorporate mutual funds, ETFs, and selective individual equities.

Leonard Raskin is a CFP® and ChFC® with 39 years of industry experience. He is currently with Raskin Global Inc. and has prior experience at Guardian Life spanning 30 years. Outside of financial advising, he is a member and investor in a software system company called Currence. Raskin Global Inc. provides discretionary asset management and financial consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers customized investment programs, utilizing fundamental analysis, rebalancing, and quarterly reviews, and distinguishes itself by facilitating private real estate investments and employing leverage strategies through third-party platforms.

Shawn Miller is a financial advisor at Sovereign Financial Services, LLC in Phoenix, MD, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Sovereign Financial Services since 2010. Sovereign Financial Services provides comprehensive financial planning and discretionary portfolio management primarily for trusts, businesses, and organizations rather than individual retail clients. The firm employs a five-step planning process and emphasizes diversified allocations using low-cost index funds and conservative fixed income instruments, managing approximately $78.2 million in discretionary assets.

Jasmine Lamont is a financial advisor at Opulentia, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at T. Rowe Price and the Bahá’í Atlantic Region. Opulentia provides wealth management, financial planning, investment and portfolio management, and consulting services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and certain corporate and retirement plan clients. The firm constructs customized portfolios using mutual funds, ETFs, and third-party managers, emphasizing manager selection and regular portfolio reviews.

Kenneth Mc Quay is a financial advisor at Hergenroeder Financial Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, Merrill, LPL Financial, and Equitable Advisors. Before entering financial services, his background includes roles in the food and hospitality industry and attendance at the University of Maryland–College Park. Hergenroeder Financial Advisors serves individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations with portfolio management and financial planning services. The firm employs an investment approach that blends active and passive funds, emphasizes asset allocation and risk management, and offers clients access to both advisory and commission-based implementation options.

Randy Packett is a financial advisor at Chesapeake Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chesapeake Capital Management since 2015, previously serving at Sageguard Investment Advisory Services and Chesapeake Financial Solutions, where he remains active as a licensed insurance agent. Outside of finance, he is CEO and board member of Regalworks Media, an independent film studio, and is a partner in Evolved Hospitality Group, a restaurant and catering business. Chesapeake Capital Management, LLC serves individual and high-net-worth clients with portfolio management and financial planning services. The firm operates as a team of seven advisors, offering both discretionary and non-discretionary advisory solutions alongside client education and communications, and sponsors a wrap-fee program to provide bundled fee management options.

Delante Greer is a financial advisor at Opulentia, LLC with four years of industry experience. He holds a Series 65 designation and has worked at American General Life Insurance, GEMC LLC, and Diamond Residential Mortgage Company. Outside of his advisory role, he serves as a site coordinator for Ani Development Group. Opulentia provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and certain corporate and retirement plan clients. The firm utilizes customized portfolios constructed with mutual funds, ETFs, and third-party managers, emphasizing regular monitoring and client reviews.

Brian Silvestri is a financial advisor at Silvestri Financial and Tax Advisors, Inc with five years of industry experience. He holds a Series 65 designation and previously worked at Booz Allen Hamilton for 13 years, where he served as Lead Associate and Project Manager in the Strategic Innovation Group. Silvestri Financial and Tax Advisors provides financial planning, consulting, and tax-related advice to individuals, including high-net-worth clients, and corporate clients. The firm recommends third-party portfolio managers, offers insurance product recommendations, and hosts educational seminars primarily for retirement-age attendees, focusing on tailored financial plans and due diligence through the AssetMark platform.