Eric Bowser is a financial advisor with Safe Harbor Retirement Planners in Abingdon, MD, holding a Series 65 designation and bringing 10 years of industry experience. He has worked with Asset Management Services, Inc. and WealthMax Advisors, LLC, and is also involved with Harford Community College in a role unrelated to investment advising. Safe Harbor Retirement Planners provides discretionary asset management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients. The firm employs a globally diversified investment approach focused on low-cost index ETFs and individual equities, with tailored allocations documented in investment policy statements and regular monitoring through quarterly reviews and rebalancing.

Jeffrey Venables is a financial advisor at Garritt Financial Solutions LLC with a Series 65 designation and two years of industry experience. He has been affiliated with Venables Financial Solutions, LLC since 2024 and has worked as a teacher at Rock Hill Schools since 1995. Garritt Financial Solutions provides financial planning and investment management primarily to individual clients and employer retirement plans. The firm uses a passive investment approach focused on low-cost index funds and ETFs, offering a range of planning services including retirement, tax, and estate strategies.

Christopher Benson is a PFS™ credentialed advisor with 13 years of industry experience. He has been with L. K. Benson & Company, P.C. since 2009. L. K. Benson & Company, P.C. serves individual and high-net-worth clients with financial planning, discretionary portfolio management, tax planning, and accounting services. The firm emphasizes asset allocation and diversification using mutual funds and ETFs, and integrates tax and accounting work through a formal affiliation with an accounting practice.

Jason Nazelrod is a CFP® professional with 29 years of industry experience. He has been with Nazelrod & Associates Financial Services, Inc. since 2000 and also maintains affiliations with LaSalle St. Securities, LLC and Nazelrod & Associates Tax & Consulting, LLC. His background includes tax and accounting services through a related firm. Nazelrod & Associates Financial Services, Inc. provides investment advisory and financial planning primarily to individual clients and trusts, including both high-net-worth and non-HNW households. The firm offers a wrap-fee program that integrates portfolio management with tax, estate, and insurance planning, employing a top-down asset allocation approach across multiple asset classes.

John Voight is a financial advisor at CJC Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at First Financial Group. In addition to his advisory role, Voight is a licensed insurance agent. CJC Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $122 million across four advisors. The firm uses fundamental and quantitative analysis coupled with modern portfolio theory to create diversified portfolios aligned with clients’ goals and risk tolerances.

James Shaughness is a financial advisor at Legacy Financial Advisors with 27 years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked for T. Rowe Price Investment Services, Inc. for 29 years. Legacy Financial Advisors serves individuals, families, trusts, retirement plan sponsors, and business entities with financial planning, investment management, retirement plan advisory, and business consulting. The firm employs a disciplined, goals-based investment process and emphasizes retirement plan fiduciary services alongside business consulting.

Peter Dixon is a CFP® professional with 23 years of experience in the financial industry. He is the sole advisor at Waypoint Wealth Management, where he has worked since 2016. His prior experience includes roles at Commonwealth Financial Network, FSC Securities Corporation, Financial Council, LLC, and Advantage Capital Corporation. Waypoint Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, qualified retirement plans, and businesses. The firm’s investment approach emphasizes long-term, diversified buy-and-hold strategies primarily using passively managed mutual funds and ETFs, supported by written investment policy statements and regular account monitoring.

Charles Meyer is a CFA® charterholder with 12 years of industry experience. He is currently with Mercer Global Advisors Inc., having joined after the acquisition of Tufton Capital Management, where he worked for nine years. Tufton Capital Management is a fee-only, discretionary investment adviser managing approximately $810 million in assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented investment approach focused on large U.S. companies, constructing portfolios across money market instruments, fixed income, and equities with low turnover.

Craig Pohl is a financial advisor at Chesapeake Financial Advisors in Towson, MD, holding a Series 65 designation with 11 years of industry experience. He has been with Chesapeake Financial Advisors since 2014. Chesapeake Financial Advisors serves individuals, high-net-worth clients, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and family businesses by providing personalized financial planning and portfolio management. The firm employs a strategic asset allocation approach combining passive index and ETF exposures with selectively chosen active funds, stocks, and bonds, operating under fiduciary standards and a NAPFA-aligned code of ethics.

Lauren Botti is a financial advisor at Financial Dimensions, LLC with one year of industry experience. She holds a Series 65 credential and provides accounting services as a contractor for a small engineering firm. Lauren has been associated with Financial Dimensions since 1998 in various capacities. Financial Dimensions LLC offers personalized financial planning and investment management to individuals, trusts, estates, and small businesses. The firm employs a strategic asset-allocation approach using index funds and ETFs as core holdings, supplemented by active managers or individual securities, and provides additional services such as tax preparation and non-variable insurance.

Julia Seroskie is a financial advisor at Urban Wealth Management with 18 years of industry experience. She holds a Series 66 designation and previously worked at MML Investors Services Inc. and MassMutual for 17 years. Urban Wealth Management is a fee-based advisory firm serving individuals, high-net-worth clients, businesses, and charitable organizations. The firm combines discretionary investment management with comprehensive financial planning, using a core-and-satellite investment approach and integrating client education through structured coaching programs.

Alexander Campbell III is a financial advisor with A.G. Campbell Advisory, LLC, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He previously worked at Coastal Equities, Inc. from 2012 to 2016. Campbell also provides consulting advice on business matters to DM Management for less than five hours per month. A.G. Campbell Advisory offers discretionary and non-discretionary investment management, financial planning, and family office services to individuals, high-net-worth families, and institutional clients. The firm manages approximately $403.9 million for 61 clients, emphasizing diversified portfolios, ongoing monitoring, and access to third-party managers.

Martha Crocker is a CFP®-certified financial advisor with 37 years of industry experience. She has worked at Foundation Financial Advisors, Inc. since 2012 and is also affiliated with Commonwealth Financial Network. Foundation Financial Advisors, Inc. provides fee-for-service financial planning and consulting to individual clients, focusing on tailored written plans rather than discretionary portfolio management. The firm offers a broad range of planning services and investment vehicle guidance, operating with an explicit avoidance of percentage-of-AUM advisory fees.

Lyle Benson is a certified financial planner (CFP®) and personal financial specialist (PFS™) with 13 years of industry experience. He has been with L. K. Benson & Company, P.C. since 1994, where he is one of two advisors at the firm. L. K. Benson & Company, P.C. serves individual and high-net-worth clients with financial planning, discretionary portfolio management, tax planning, tax preparation, and accounting services. The firm emphasizes asset allocation and diversification, utilizes mutual funds and ETFs, and integrates tax and accounting work through its affiliation with an accounting practice.

William Cevallos is a CFA® charterholder with seven years of industry experience. He has worked at Jemma Financial Services since 2019 and spent 22 years at PNC Bank prior to that. Jemma Financial Services is a team of five advisors managing approximately $140 million for individual investors, pension plans, and charities. The firm offers discretionary portfolio management through five risk-targeted model portfolios and integrates financial planning within its services, using quantitative and qualitative criteria to select ETFs and mutual funds.

Michael Powers is a Series 65-licensed advisor with Financial Dimensions, LLC, where he has worked since 2025. He has nine years of experience with First Financial of Maryland FCU and two years of prior service with the US Government. Powers serves as a volunteer board member for 501(c)(3) organizations. Financial Dimensions LLC provides personalized financial planning and investment management to individuals, trusts, estates, and small businesses, utilizing a strategic asset-allocation approach with index funds and ETFs as core holdings supplemented by active managers or individual securities. The firm offers comprehensive services including cash flow, tax, retirement, education funding, and estate planning, as well as tax preparation and non-variable insurance products.

Daniel Basch is a financial advisor at CM Capital Partners with 25 years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at Spencer Winston Securities Corp. and Breck Capital. Basch has been with CM Capital Partners since 2019, returning to the firm in 2026. CM Capital Partners provides advisory services to individual, high-net-worth, institutional, and business clients. The firm employs a range of investment approaches including fundamental, quantitative, and technical analysis, and integrates alternative investments when appropriate.

Andrew Anthony is a financial advisor at Bay Harbor Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Bank of New York Mellon from 2015 to 2019. Bay Harbor Wealth Management advises individuals, high-net-worth clients, and trusts with discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach focuses on risk-based asset allocation across multiple platforms and third-party managers, with ongoing portfolio monitoring and consolidated reporting for clients.

Thomas Webbert is a CFP® with 19 years of industry experience, currently serving as the sole advisor at Blue Curve Advisory, LLC. His prior experience includes roles at Osaic Wealth, Inc. and Securities America Advisors, Inc. Webbert also acts as a public notary and independent insurance agent. Blue Curve Advisory offers discretionary portfolio management, financial planning, and standalone tax preparation services to individuals, pension and profit-sharing plans, and corporations. The firm employs model portfolios based on fundamental analysis and modern portfolio theory, managing over $100 million in assets for more than 300 clients.

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.