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.

Marcie Flynn is a financial advisor at Monarch Financial, LLC with six years of industry experience. She holds Series 65 and Series 66 designations and previously worked at Morgan Stanley Smith Barney and PNC Wealth Management. Monarch Financial LLC offers wealth management, discretionary investment management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm focuses on long-term portfolio construction using ETFs, mutual funds, individual stocks, and bonds, combining fundamental and technical analysis, and provides financial planning services without a separate fee.

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.

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.

Lance Scott is a financial advisor at Bay Harbor Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Bay Harbor Wealth Management and Global Financial Private Capital. Outside of advising, he serves as vice president on the board of his local homeowners association and is involved in thoroughbred horse racing through a family-owned LLC. 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 employs a risk-based asset allocation approach using a mix of directly managed accounts, model portfolios, and third-party managers, overseeing approximately $337 million for around 385 clients with a four-advisor team.

George Deal is the sole advisor at CPA Teaches LLC in Towson, MD, holding a Series 65 designation with one year of experience at the firm. He has worked with the Defense Contract Audit Agency since 2009. CPA Teaches LLC provides advice-only financial planning and investment recommendations primarily to individuals and high-net-worth clients, focusing on retirement planning, tax-aware strategies, portfolio reviews, and education savings. The firm emphasizes tax integration, fundamental analysis, and asset allocation, delivering fixed-fee, milestone-based financial planning without managing or holding client assets.

Sam Beritela is a financial advisor at Sunlight Peaks Financial Partners, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Sunlight Peaks since 2021, following prior roles including a year at WMS Partners and periods of self-employment. Outside of advising, Beritela is involved with Outlier Realty Capital, providing financial and corporate strategy consulting in real estate investment. Sunlight Peaks Financial Partners serves a small, family-oriented client base, typically accredited investors with at least $1 million in investable assets. The firm offers investment consulting, private investment sourcing, and financial planning through a non-discretionary, consultative model focused on buy-and-hold strategic asset allocation and detailed due diligence on private funds.