Samuel Erdman is a CFP® with 17 years of industry experience and serves as the sole advisor at Anchor Wealth Advisors, LLC. He previously worked at Ronald Blue & Co. and Ronald Blue Trust from 2007 to 2019. Outside of his advisory role, he is the Finance Manager of Smithouse Construction, LLC, a financial management position unrelated to investment advising. Anchor Wealth Advisors, LLC is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers portfolio management, comprehensive financial planning, corporate consulting, and educational seminars, employing a primarily passive investment approach using low-cost index funds, separately managed accounts, and direct-indexing strategies.

Ganiyu Raji is the president and managing member of Equatorial Advisors, LLC, an independent advisory firm based in Baltimore, MD. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to founding Equatorial Advisors and its affiliated entities in 2003, Raji has also been associated with The Leaders Group Inc since 2010. In addition to his advisory role, he serves as chairperson of the Maryland Land Title Association board of directors and is involved in insurance product sales through Equatorial Insurance LLC. Equatorial Advisors, LLC serves individual and institutional clients, providing investment supervisory services, financial planning, and access to a hybrid robo-advisory platform. The firm manages accounts on a discretionary basis using a combination of analytical methods and strategies, and clients interact with an automated interface overseen by the advisor.

Colin Exelby is a financial advisor at Celestial Wealth Management in Towson, MD, holding CFP® and Series 66 designations with 26 years of industry experience. He has worked at Celestial Wealth Management since 2009, including founding the firm in its current independent form in 2020, and previously spent time at Armstrong Dixon and LPL Financial. Exelby also operates as an independent insurance producer specializing in life insurance and fixed annuities. Celestial Wealth Management serves individuals, high-net-worth clients, and employee benefit plans with discretionary investment management, financial planning, and pension consulting. The firm combines quantitative and qualitative research methods to manage client assets across diverse investment vehicles and distinguishes itself by acting as a wrap-fee program sponsor on LPL’s SWM II platform while offering educational content and pension participant education.

Brandon Barrett is a financial advisor at Elbrus Partners, LLC in Baldwin, MD, with 14 years of industry experience. He holds a Series 66 designation and has worked at Kissinger Financial Services, LLC and Mmhk LLC. Outside of advising, he manages operations of an apartment complex in Baltimore, MD. Elbrus Partners is a small SEC-registered investment adviser managing about $11.2 million for approximately 22 individual and high-net-worth clients. The firm uses a global tactical asset allocation approach combined with fundamental and quantitative analysis, and incorporates derivatives and short-selling strategies within its managed asset program.

A Maryland native, Kerrie describes her work as, “a bit of a love letter to all the people and movements who made it possible to be here.” After graduating from Stanford University, Kerrie started her career in business with a focus on client management and operations at Yahoo!, ClearCompany, and MD Energy Advisors. These early positions revealed her strong mentoring abilities and interests in career development. Kerrie honed these skills in her following positions as Director of Student Entrepreneurship at Johns Hopkins University and Chief Revenue Officer at Invanti, a startup studio and fund focused on supporting pre-idea founders to develop sustainable business ventures seeking to impact kitchen table problems. In 2020, after two successive experiences of personal loss, the start of the COVID-19 pandemic, and the country’s short-term, non-curative responses to state-sanctioned murder of Black bodies, Kerrie had reached a critical juncture. She wanted a career that would allow her to give the best of herself to something that was truly making a difference. As Kerrie puts it, “some people learned to bake bread – no disrespect to sourdough starters – I learned financial planning.” With a Certificate in Financial Planning from Howard University, she transformed a hobby of mentoring co-workers into Equip Advisory. Kerrie’s greatest skill is her ability to listen and understand what you are trying to do and translate that into a concrete plan. She believes that impact at this individual level is what allows underserved communities to build wealth and effect change.

Nicholas Rumke is a financial advisor with WPG Financial Group, LLC in Baltimore, MD, holding a Series 65 designation and four years of industry experience. He has worked at several firms, including Kessler Investments and Founders Financial, before joining WPG Financial Group in 2019. Outside of his advisory role, he is also an independent insurance agent. WPG Financial Group provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, pension plans, business entities, and trusts. The firm employs a range of investment strategies across various asset classes and offers fiduciary services, ongoing account reviews, and reporting.

Raffaele Mazzone is a financial advisor at Legacy Financial Advisors with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including Founders Financial Securities LLC, Triad Advisors, and The Prosperity Consulting Group. Outside of his advisory role, Mazzone coaches youth soccer with Pipeline Soccer Club. Legacy Financial Advisors offers financial planning, investment management, retirement plan advisory, and business consulting to individuals, families, trusts, retirement plan sponsors, and business entities. The firm uses a disciplined, goals-based investment approach incorporating strategic asset allocation, diversification, and periodic rebalancing, and provides both discretionary and non-discretionary services.

Marianne Mattran is a CFP® with 22 years of industry experience, currently serving as an advisor at Foundry Wealth Advisors, LLC since 2019. Her prior roles include positions at Ms Howells & Co, Jemma Financial Services (doing business as Foundry Wealth Advisors), Realta Investment Advisors, Inc., and Truist Investment Services, Inc. Outside of advisory work, she holds a life insurance producer license and owns Matador Holdings, LLC, an advertising business. Foundry Wealth Advisors is an SEC-registered firm that serves individual and high-net-worth clients, offering portfolio management and comprehensive financial planning services. The firm utilizes model portfolios tailored to client risk profiles and specific needs, managing approximately $163 million across a four-advisor team.

John Moran is a CFP® with 12 years of industry experience, currently serving as an advisor at Bay Harbor Wealth Management, LLC. He has worked at Bay Harbor since 2014 and has experience with Global Financial Private Capital, LLC. In addition to advisory services, Moran is involved in insurance and annuity sales. Bay Harbor Wealth Management, LLC provides discretionary investment management, financial planning, and retirement plan consulting primarily to individuals, high-net-worth individuals, and trusts. The firm uses a combination of directly managed accounts and third-party managers, implementing risk-based asset allocation strategies across various investment vehicles.

Mark Sullivan is a financial advisor at Mount Vernon Associates Inc in Baltimore, MD, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Mount Vernon Associates since 1994. Mount Vernon Associates provides discretionary portfolio management to individuals, high-net-worth clients, corporate pension and profit-sharing plans, Taft-Hartley plans, and tax-exempt institutions. The firm employs a top-down investment process for equity and fixed-income portfolios, emphasizing active credit analysis, risk controls, and transparent performance reporting.

David Sitzer is a financial advisor at Financial Dimensions LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Janney Montgomery Scott and First Financial of Maryland Federal Credit Union, where he currently serves as Chief Investment Officer managing the credit union’s fixed income portfolio. He is also involved in the Financial Managers Society, Maryland chapter, including event planning and organization management. Financial Dimensions LLC provides personalized financial planning and investment management to individuals, trusts, estates, and small businesses, employing a strategic asset-allocation approach with a mix of index funds, ETFs, and selective active management. The firm is wholly owned by First Financial of Maryland Federal Credit Union and offers integrated services including tax preparation and insurance solutions.

Shaun Eddy is a CFP® professional with 32 years of industry experience, currently serving at Oxford Planning Group, LLC since 2017. Prior to this, he worked at Strategic Wealth Management Group for 16 years. Oxford Planning Group provides investment advisory services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages discretionary and non-discretionary accounts and offers customized portfolios using fundamental and technical analysis, with an emphasis on retirement plan consulting and participant education.

Thomas Taylor is a financial advisor at Chesapeake Financial Advisors in Towson, MD, with 26 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Chesapeake Financial Advisors since 1998. Chesapeake Financial Advisors serves individuals, high-net-worth clients, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and family businesses, providing personalized financial planning and portfolio management. The firm employs a strategic asset allocation approach combining passive index/ETF exposures with selected active funds, stocks, and bonds, and manages approximately $263.7 million in assets with an eight-advisor team.

Jonathan Brooks is a CFP® professional at Blue Curve Advisory, LLC with one year of industry experience. He previously worked in education and insurance, and since 2023 has served as an assistant part-time swim coach with Cardinal and Gold Aquatics. Blue Curve Advisory provides discretionary portfolio management, financial planning, and standalone tax preparation to individual and corporate clients. The firm uses model portfolios and emphasizes fundamental analysis and modern portfolio theory in managing accounts.

James Simmons is a CFP® and holds a Series 66 license with 28 years of experience in the financial services industry. He has worked at Purshe Kaplan Sterling Investments and The Simmons Partnership, Inc. since 2011. In addition to his advisory role, he is involved in the sales and service of fixed life insurance and annuity contracts as an insurance agent. The Simmons Partnership, Inc. advises individuals, trusts, foundations, pension plans, and corporations, serving both high-net-worth and non-HNW clients with financial planning, retirement-plan consulting, and portfolio management. The firm constructs portfolios based on client-specific asset allocation guidelines using a variety of investment vehicles and provides services on discretionary and non-discretionary bases.

Ricci Reber is a financial advisor at The Simmons Partnership, Inc with Series 65 and Series 66 licenses and two years of industry experience. Prior to joining The Simmons Partnership, he held roles at the Public Company Accounting Oversight Board, University of Baltimore Merrick School of Business, and the U.S. Congressional Budget Office. Outside of his advisory work, Ricci is a manager and Chief Financial Officer of Salt Tides, LLC, a business involved in vacation rental property management. The Simmons Partnership advises individuals, trusts, foundations, retirement plans, and corporate clients with personalized financial planning, investment management, and retirement-plan consulting, primarily using fundamental research to build tailored asset allocations.

Justin Garritt is a Series 65-licensed financial advisor with six years of industry experience at Garritt Financial Solutions LLC in Baltimore, MD. Prior to founding his firm, he worked for 11 years with Baltimore City Public Schools. He frequently speaks at associations, schools, and non-profits. Garritt Financial Solutions provides financial planning and investment management primarily to individual clients and employer retirement plans, using a passive investment approach centered on low-cost index funds and ETFs. The firm serves a modestly sized client base and offers a range of planning services, including retirement, tax, estate, travel, and student loan analysis.

Yuanyuan Yang is a financial advisor with Return on Life Wealth Partners in Baltimore, MD, holding a Series 66 designation and 13 years of industry experience. Yang has worked at LPL Financial since 2012 and is also involved with Planned Financial Services and 401(k) Prosperity. Return on Life Wealth Partners provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a values-driven, holistic planning process that integrates investment, risk management, and legacy strategies with client goals and offers a range of fee arrangements and specialized services.

Elizabeth Brennen is a CFP® professional with 33 years of industry experience, currently serving at A.G. Campbell Advisory, LLC. Her prior roles include positions at Harbor Investment Advisory LLC and Deutsche Bank Securities Inc. Since 2016, she has been Treasurer and a member of the Investment Committee at St. Thomas' Episcopal Church and holds several leadership roles on Hood College’s Board of Trustees. A.G. Campbell Advisory provides investment management, financial planning, and family office services to individuals, high-net-worth families, and institutions. The firm manages diversified portfolios using asset allocation and combines fundamental and technical analysis, offering tailored discretionary and non-discretionary solutions.

Mark Scott Sr. is a financial advisor at A.G. Campbell Advisory, LLC in Baltimore, MD, holding Series 63 and Series 66 designations with 14 years of industry experience. He has been with A.G. Campbell Advisory since 2012. A.G. Campbell Advisory provides investment management, financial planning, access to third-party managers, and family office services to individuals, high-net-worth families, and institutional clients. The firm combines portfolio construction, ongoing monitoring, and manager selection, managing approximately $403.9 million for 61 clients with a focus on diversified asset allocation and both fundamental and technical analysis.