Lindsey Lloyd is a financial advisor at Crest Wealth Advisors LLC in Annapolis, MD, holding a Series 66 designation with two years of industry experience. Prior to joining Crest Wealth Advisors, Lindsey worked at Cetera Advisors LLC and InFocus Financial Advisors. Crest Wealth Advisors serves individual clients, including high-net-worth households, and employer plan sponsors, providing discretionary portfolio management and financial planning. The firm combines fundamental analysis with Modern Portfolio Theory to develop tailored investment strategies, managing portfolios internally while coordinating across held-away accounts.

Robert Shaker is a financial advisor at Shaker Financial Services with 20 years of industry experience. He holds the Series 65 designation and has been with Shaker Financial Services since 2004. Shaker Financial Services provides discretionary portfolio management primarily for individuals, families, trusts, IRAs, and small-business retirement accounts, as well as institutional clients including other investment advisers and municipal and sovereign entities. The firm specializes in globally diversified portfolios composed mainly of closed-end funds, employing a quantitative “discount capture” approach to trading.

Paul Evans is a financial advisor at Annapolitan Investment Group, Inc. with 24 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. In addition to his advisory role, he is the owner of Black Island Capital, LLC and has been involved with the US Naval Academy Athletic Association since 2014. Annapolitan Investment Group provides customized financial and retirement planning to individuals and families, focusing on non-discretionary advice regarding mutual funds, CDs, municipal bonds, annuities, and ETFs. The firm offers written financial plans through in-person consultations and educational seminars, combining broker-dealer registration with a primary emphasis on planning services.

Blake Luehlfing is a financial advisor at Intentional Wealth Strategies with one year of industry experience. He holds the Series 65 designation and has worked in self-employed roles prior to joining Intentional Wealth Strategies. Intentional Wealth Strategies provides integrated wealth management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an evidence-based investment approach with global diversification and tailor-made allocations based on client risk tolerance and objectives.

James Roland II is a financial advisor at Foundation Financial Advisors, Inc. with 12 years of industry experience. He holds the CFP® designation and the Series 66 license. His prior work includes more than a decade at Sanders Morris Harris Inc. and multiple periods at Commonwealth Financial Network. Roland also spends part of his time involved in fixed insurance sales. Foundation Financial Advisors provides financial planning and consulting mainly to individual clients, focusing on comprehensive planning and portfolio analysis rather than discretionary investment management. The firm offers a range of services including investment analysis, income tax planning, risk management, and estate and retirement planning.

William Berger is a financial advisor with White Oak Wealth Management in Columbia, MD, holding a Series 65 designation and 13 years of industry experience. He previously worked at Oakmont Wealth Advisory, LLC from 2019 to present and Great Lakes & Atlantic Wealth Management from 2016 to 2018. Berger is also the owner of White Oak Wealth Management, LLC, an entity with partial ownership of Oakmont Wealth Advisory, LLC. White Oak Wealth Management serves individuals, including high net worth clients, as well as trusts, estates, and charitable organizations, providing discretionary portfolio management, integrated financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach that incorporates fundamental, technical, quantitative, charting, and cyclical analysis and uses borrowing, leverage, derivatives, and alternative investments within separately managed accounts when appropriate.

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® with CovingtonAlsina in Annapolis, MD, bringing experience from roles at The Colony Group LLC and Bridgewater Wealth & Financial Management. She joined CovingtonAlsina in 2025 and has been with the firm since then. 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 customizes Investment Policy Statements and employs fundamental analysis alongside modern portfolio theory to manage client portfolios.

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® professional with 32 years of experience in financial advising. He has been with Accordant Advisory Group, Inc. since 2001 and previously worked at Raymond James Financial Services, Inc. and Mckee Holding Corporation. Outside of his advisory work, he serves as a trustee for a family trust and holds an officer position at a private business. Accordant Advisory Group provides investment advice and planning to individuals, retirement plan sponsors, charitable organizations, and corporations. The firm manages portfolios using a combination of fundamental and technical analysis, employing both long- and short-term strategies tailored to client objectives.

John Bacci is a CFP® and ChFC® with 41 years of experience in financial advisory services. He has been with Foundation Financial Advisors, Inc. since 1997, where he also serves as President and Owner. Outside of his advisory role, Bacci has taught a finance-related course at Anne Arundel Community College. Foundation Financial Advisors, Inc. provides fee-for-service financial planning and consulting to individual clients, covering areas such as investment analysis, tax planning, risk management, and estate planning. The firm focuses on tailored written financial plans without discretionary asset management and offers implementation through Commonwealth Financial Network.

Genti Cici is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He is the founder of StandUP Advisors, where he has served as a fiduciary advisor since 2017. In addition to his work at StandUP Advisors, he provides financial planning and fiduciary advice to clients through an independent contractor relationship with InvestEd. StandUP Advisors is a fee-only fiduciary firm serving individuals, families, trusts, estates, and charitable organizations. The firm uses a customized, goals-based process and manages assets on a discretionary basis with a broadly diversified, ETF-style global investment approach, offering both all-ETF core strategies and core-satellite options.

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.

Micah Patashnik is a CFP® with 13 years of industry experience, currently serving at Macroview Investment Management LLC. He has worked at Absolute Investment Management since 2012. Macroview Investment Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, corporations, non-profits, and pension and profit-sharing plans. The firm employs a top-down, macroeconomic investment approach and manages portfolios with diversified strategies that may include third-party managers.

Richard Gaige is a CFP® with 24 years of industry experience, currently serving as managing partner and Co-CEO at GLR Partners. His career includes roles at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, Legg Mason Wood Walker, and Merrill. GLR Partners provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals, including high net worth clients, as well as entities such as family offices and private foundations. The firm uses fundamental research to build long-term portfolios and may incorporate a range of investment instruments tailored to client goals and risk tolerance.

Andrew Magdar is a Series 65-licensed advisor at White Oak Wealth Management in Columbia, MD, with less than one year of industry experience. His prior work includes roles in banking and the hospitality sector, as well as being a full-time student. White Oak Wealth Management serves individuals, trusts, estates, and charitable organizations, managing approximately $124.2 million in discretionary assets. The firm employs a blend of fundamental, technical, and quantitative analyses to create tailored investment plans and utilizes discretionary management with diverse investment vehicles, including the use of leverage and derivatives where appropriate.

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.

Gary Williams is a CFP® with 32 years of experience in the financial industry. He is a founding member of Williams Asset Management and previously worked at Commonwealth Financial Network and Ameriprise. Williams is the author of the book "Art of Retirement" and holds several nonprofit board roles, including chairing the investment committee at the Y of Central Maryland and serving on the Mount St. Joseph High School Investment Committee. Williams Asset Management provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a range of investment strategies including fundamental and quantitative analysis, long-term trading, and options, with portfolios tailored to client risk tolerance and time horizon.

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.