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.

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 CFP® and ChFC® affiliated with SC&H Wealth in Hunt Valley, MD, with 20 years of industry experience. He has worked with several firms including Capital One Financial Advisors and Chevy Chase Financial Services before joining SC&H Financial Advisors in 2018. Degroat is also a licensed insurance agent involved in the sale of insurance-related products. 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 integrates tax and estate considerations into asset allocation, with portfolios primarily composed of mutual funds and ETFs and reviewed annually.

Denton Lane is a financial advisor at The Marshall Financial Group LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Farther Finance Advisors, Merrill Edge, and Bank of America Merrill Lynch. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm provides portfolio management, investment analysis, and financial planning services, using individualized portfolios tailored to clients’ risk tolerance and objectives, and supplements its offerings with educational seminars and held-away asset monitoring.

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.

Kyle Levickas is a financial advisor with The Marshall Financial Group LLC in Hunt Valley, MD. He holds a Series 66 designation and has six years of industry experience, including a prior role at Merrill from 2019 to 2025. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, investment analysis, and comprehensive planning services. The firm uses a combination of discretionary and non-discretionary management with customized portfolios based on client objectives and risk tolerance, and it offers educational seminars and held-away asset monitoring through third-party partnerships.

Agostino Pugliese is a financial advisor at The Marshall Financial Group LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, SSN Advisory, Inc., and Securities Service Network, Inc. Pugliese occasionally provides advice related to fixed insurance as part of his professional activities. 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 manages roughly $593 million in advisory assets and offers services including fee-based asset management, retirement and estate planning, and education planning, using individualized portfolios based on client risk tolerance and objectives.

Jessica Davis is a Series 66 licensed advisor at Global Brokerage Services, Inc. in Hunt Valley, MD, with one year of industry experience. Prior to joining the firm, she was a homemaker for ten years. 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 as both a FINRA-registered broker/dealer and an SEC-registered investment adviser, administering portfolios via the Envestnet platform with a focus on non-discretionary advice and a combination of third-party sub-managers and model portfolios.

Hope Fribush is a financial advisor at SC&H Wealth with a Series 65 credential and five years of industry experience. Prior to joining SC&H Financial Advisors in 2018, she worked for Baltimore County Public Schools from 2014 to 2018. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations, offering financial planning, asset management, retirement plan consulting, and tax return preparation through a team-based approach that includes CPAs and CERTIFIED FINANCIAL PLANNER® professionals.

Caitlin Garner is a financial advisor at SC&H Wealth with 21 years of industry experience. She holds a Series 66 designation and has been with SC&H Financial Advisors, Inc. since 2014. Prior to that, she worked at Triad Advisors, Inc. from 2014 to 2017. 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 CERTIFIED FINANCIAL PLANNER® professionals to provide tailored asset allocation and long-term growth strategies, managing client accounts primarily with mutual funds and ETFs.

Sheryl Parks is a CFP® with 29 years of industry experience and is currently with The Marshall Financial Group LLC. She has held positions at Purshe Kaplan Sterling Investments and SSN Advisory, Inc. among others. In addition to her financial advisory work, she has served as an associate professor at the Community College of Baltimore County since 1987 and volunteers at monthly educational workshops on divorce-related financial topics. 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 offers services including fee-based asset management, retirement and estate planning, and education planning, employing asset-allocation models and a mix of mutual funds, ETFs, and managed stock portfolios tailored to client risk tolerance and objectives.

Blake Walter is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at SC&H Financial Advisors since 2022 and has prior experience with firms including State Farm VP Management Corp., Northwestern Mutual, and Rich Group LLC. Outside of advisory work, he is 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 CERTIFIED FINANCIAL PLANNER® professionals to provide tailored financial planning and asset management, primarily using mutual funds and ETFs.

Bryan Thaler is a Series 65–licensed financial advisor with 32 years of industry experience. He has been with Van Sant & Mewshaw, Inc. for 28 years. He is part of VSM Wealth Advisory, a team of five advisors that serves individuals, families, trusts, estates, and employee benefit plans with discretionary investment management and integrated wealth-advisory services. The firm uses an asset-allocation approach emphasizing index mutual funds, ETFs, and tax-aware portfolio strategies.

Jackson Courtney is a CFP® professional with three years of industry experience, currently serving at The Financial Consulate. His prior work includes roles at DoorDash and Instacart, as well as academic positions at Towson University and Marriotts Ridge High School. The Financial Consulate provides comprehensive financial planning, investment management, and retirement plan consulting to individuals, retirement plan sponsors, and institutional clients. The firm combines active tactical asset allocation with fundamental, macroeconomic, and technical analysis, and integrates tax and accounting services alongside its advisory offerings.

Nicholas Mangione is a CERTIFIED FINANCIAL PLANNER™ professional with six years of industry experience. He is currently with Perspective Wealth Management and has prior work experience at The Junk Investment Group and Hayfields Country Club. Outside of advisory services, he is licensed as an insurance agent and is a member of a family investment LLC involved in real estate, NFTs, and stocks. Perspective Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, focusing on an objective-based investment approach that emphasizes equity mutual funds and ETFs tailored to clients’ risk tolerance and goals. The firm manages over $525 million in client assets and operates a wrap-fee program with discretionary and non-discretionary advisory relationships.

Robert Mewshaw is a financial advisor at VSM Wealth Advisory, LLC with 34 years of industry experience. He has been associated with Van Sant and Mewshaw, Inc. and Van Sant and Mewshaw Securities, Inc. since 1992 and 1993, respectively. He holds Series 63 and Series 65 licenses. VSM Wealth Advisory serves individuals, families, trusts, estates, and employee benefit plans by providing discretionary investment management and integrated wealth advisory services. The firm employs an asset-allocation framework primarily using index mutual funds and ETFs, with emphasis on tax-aware portfolio management and personalized indexing strategies.

Madison Bennett is a CFP® professional with six years of industry experience, currently serving at The Financial Consulate in Hunt Valley, MD. Prior to joining the firm, Madison held positions in the hospitality industry, including roles at The Pier Restaurant, Glory Days Grille, and Stoney's Seafood House. The Financial Consulate serves individuals, retirement plan sponsors and participants, and institutional clients by providing financial planning, investment management, retirement plan consulting, and integrated tax and accounting services. The firm employs a proprietary "Risk Opportunity Investing" approach that combines active tactical asset allocation with fundamental, macroeconomic, and technical analysis, offering both active and index-oriented strategies.