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 in the technology sector at Amobee, Inc. and Videology, Inc. Dauntless Advisory, LLC provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of cyclical and fundamental analysis, modern portfolio theory, and quantitative tools in its fiduciary advisory role, offering access to advanced strategies including leverage and short selling through a subadviser.

Heather Anthony is a CFP® professional with six years of industry experience. She is currently with CovingtonAlsina and has previously worked at The Colony Group LLC and Bridgewater Wealth & Financial Management. 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 uses fundamental analysis and modern portfolio theory to guide investment decisions and offers additional services such as tax preparation through an in-house CPA.

Matthew O’Keefe is a CFP® certificant with 16 years of industry experience. He is currently an advisor at Back Bay Financial Planning & Investments, where he has worked since 2026. Prior to that, he spent 16 years at Equitable Advisors and AXA Advisors, LLC. Outside of his advisory role, he is involved with TFG Private Wealth Management, participating on the investment committee and managing separately managed accounts. 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 mix of passive and active strategies informed by multiple analyses and modern portfolio theory, utilizing outside managers and specialized sub-advisors to implement unique strategies such as box-spread options.

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®-certified financial advisor with over 30 years of industry experience. He has been with Accordant Advisory Group, Inc. since 2001 and previously worked at Raymond James Financial Services, Inc. He is also an officer and vice president of Xanadu 1320 LLC, a non-investment-related business. Accordant Advisory Group serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and corporations. The firm offers portfolio management, financial planning, and ERISA retirement-plan consulting, managing approximately $278 million in assets through a Raymond James-sponsored wrap-fee program.

Frederick Cassilly is a financial advisor at Cassilly Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and its affiliated companies. Cassilly Financial serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans and charitable organizations. The firm uses model portfolios and third-party money managers, applying fundamental, cyclical, and modern portfolio theory in its investment approach.

David Cunningham is a financial advisor at Westbourne Investment Advisors Inc. in Annapolis, MD, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Foxhall Capital Management, Inc. and Cunningham Capital Management, LLC. Westbourne Investment Advisors provides discretionary portfolio management and financial advisory services to individual and high-net-worth clients, as well as IRAs, trusts, corporate accounts, pension plans, and nonprofit organizations. The firm emphasizes fundamental analysis with multi-year holding periods, maintains low portfolio turnover, and integrates operational control measures, managing approximately $449 million across several hundred accounts.

Allison Brown is a CFP® professional with 14 years of industry experience, currently serving at BrightPath Wealth Advisors LLC. She has been with BrightPath since 2012 and also operates as a sole proprietor providing insurance sales and services. Additionally, she is a managing member of BrightPath Retirement Solutions LLC, focusing on tax planning. BrightPath Wealth Advisors LLC serves individual and high-net-worth clients as well as corporate entities, offering discretionary portfolio management and comprehensive financial planning. The firm develops customized investment policy statements, employs fundamental analysis, and manages accounts with regular monitoring and periodic reviews.

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.

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 at Curio Wealth, LLC with one year of industry experience. His prior roles include positions at Regscan, Inc, ASCD, and MainStreet Financial Planning. Ryan is based in Annapolis, MD. Curio Wealth provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans. The firm uses a variety of investment vehicles including no-load mutual funds and ETFs, and offers additional services such as standalone financial plans and tax preparation.

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.

Jeffrey Cardozo is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Scarborough Capital Management in Annapolis, MD, where he has worked since 2015, including roles at Independent Financial Group. He serves as a co-trustee on an irrevocable trust for his family at Morgan Stanley. 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, including third-party models, to construct discretionary accounts and offers portfolio management, financial planning, educational seminars, and sub-advisory services for retirement plans.

Brandon Wolf is a CFP® with six years of industry experience, currently advising at Evermay Wealth Management, LLC. His prior roles include positions at Novotny, Larash, Venters & Wolf LLC and Ameriprise Financial Services, LLC. Outside of his advisory work, he is involved in consulting through Consilarus LLC and participates in charitable activities via the Consilarus Foundation Inc. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a team-centric model with tailored service levels and integrates investment management with tax and estate planning through affiliated and third-party resources.

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.

Jonathan Szostek is a CFP® and Series 66 credentialed advisor with 18 years of industry experience. He has worked at Independent Financial Group, LLC since 2018 and has been affiliated with Scarborough Capital Management since 2013. Prior to that, he worked at SII Investments Inc from 2008 to 2017. 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 and serves a diverse client base including institutional investors and individual clients.

David Staab is a financial advisor with Foundation Wealth & Tax Advisors, LLC in Annapolis, MD. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he has worked at Savvy and RCN & Associates, where he also serves as a staff accountant on a part-time basis. Foundation Wealth & Tax Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals—including high-net-worth clients—corporations, and retirement plans. The firm integrates multiple analytical approaches and third-party platforms to manage investments, pension consulting, and digital-asset services from multiple offices.

Bruce Kromminga is a financial advisor with Westbourne Investment Advisors Inc. in Annapolis, MD. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, including prior work at Bay Bridge Capital Management, LLC. He has been with Westbourne Investment Advisors since 2016. 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 nonprofits. The firm focuses on long-term equity investments combined with shorter-duration fixed income, employing fundamental analysis and maintaining operational controls.

Laura Ruiz is a financial advisor at Widmann Financial Services with 26 years of industry experience. She holds the Series 66 designation and has worked at Widmann Financial Services since 2009, including her current tenure starting in 2022, as well as at Commonwealth Financial Network since 2009. Widmann Financial Services offers discretionary asset management, financial planning, and consulting services to individuals, families, businesses, and charitable organizations. The firm employs a hybrid, research-driven investment approach that integrates third-party analysis and conducts financial education seminars in collaboration with outside professionals.