Michael Powers is a financial advisor at Financial Dimensions, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at First Financial of Maryland FCU and the US Government. Powers serves as a volunteer board member for several 501(c)(3) organizations. Financial Dimensions LLC provides personalized financial planning and investment management services 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 and individual securities, and offers tax preparation and insurance services.

Vincent Silvestri is a financial advisor at Silvestri Financial and Tax Advisors, Inc. with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Sageguard Investment Advisory Services and Chesapeake Capital Management. In addition to his advisory role, he manages tax preparation services for individual federal and state tax returns annually. Silvestri Financial and Tax Advisors, Inc. provides financial planning, consulting, and tax-aware planning to individuals and corporations, including high-net-worth clients. The firm directs clients to third-party portfolio managers after due diligence and employs model allocations and tailored recommendations to align investments with client goals and risk tolerances.

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.

Bradley Clough is a financial advisor at American Financial Management, Ltd. with seven years of industry experience. He holds a Series 66 designation and has worked at a variety of firms including Janney Montgomery Scott, Purshe Kaplan Sterling Investments, and The Marshall Financial Group. In addition to his advisory role, he is an independent licensed insurance agent. American Financial Management provides discretionary investment management and financial planning services to individual clients, including both high-net-worth and non-high-net-worth households, as well as retirement plans and plan sponsors. The firm employs an individualized investment process combining multiple analytical methods and manages accounts on a discretionary basis with regular reviews and rebalancing.

Andrew Thompson is a CFP® with 23 years of experience in the financial services industry. He is the sole advisor at Meta Wealth Advisory, a firm he established after 17 years at SC&H Financial Advisors, Inc. and SC&H Group, Inc. Meta Wealth Advisory provides integrated wealth management services to individual and high-net-worth clients, combining investment management, financial planning, and tax preparation. The firm employs an evidence-based investment approach focused on diversification and long-term risk management, with portfolio supervision that includes quarterly reviews and individualized investment policies.

Michael Cooperman is a Series 65-licensed advisor with MJC Advisors, LLC in Lutherville, MD. He has 11 years of industry experience and has been with MJC Advisors since 2005. MJC Advisors provides discretionary investment management and fee-only financial planning services to individuals, high net worth clients, trusts, estates, pensions, and profit-sharing plans. The firm employs an asset-allocation approach informed by Modern Portfolio Theory and uses mutual funds, ETFs, and individual equities aligned with client objectives.

Brian Woods is the principal of Woods Advisory Services LLC in Towson, MD, with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and Mutual Service Corporation. In addition to his advisory role, he owns and manages an accounting and tax practice, Woods & Associates, P.C. Woods Advisory Services LLC provides personalized financial planning and discretionary asset management to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes long-term, asset-allocation driven investing using lower-cost vehicles like index mutual funds and ETFs, tailoring portfolios to clients’ risk tolerance and goals.

Amber O'Neill is a Series 65-licensed advisor with Financial Dimensions, LLC, where she has worked since 2023. She has three years of industry experience, including prior roles at First Financial FCU and positions at Towson University and Olympia Sports. Financial Dimensions LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and small businesses, utilizing a strategic asset-allocation approach with core holdings in index funds and ETFs supplemented by active management. The firm is wholly owned by First Financial of Maryland Federal Credit Union and offers additional services such as tax preparation and insurance products.

Leonard Raskin is a CFP® and ChFC® with 39 years of industry experience. He is currently with Raskin Global Inc. and has prior experience at Guardian Life spanning 30 years. He is also a member and investor in a software system company called Currence. Raskin Global Inc. provides discretionary investment management and financial planning to individuals, trusts, estates, and business entities. The firm offers portfolio management through SEI-managed programs, co-advisor and third-party manager referrals, and a range of consulting and litigation-support services.

David Reidy is a financial advisor at First Growth Capital LLC with 13 years of industry experience and holds a Series 65 designation. His work history includes roles at ISGAM US LLC, The Parkridge Companies, LLC, and The Parkridge Group, LLC. First Growth Capital LLC provides financial planning and investment advisory services to individuals, families, trusts, foundations, separately managed accounts, and other advisory firms. The firm employs a combined top-down market and cash-flow analysis with proprietary security selection to construct diversified portfolios that include equities, fixed income, hard assets, alternatives, and derivatives, offering ongoing monitoring and rebalancing tailored to client-specific restrictions.

Shawn Miller is a financial advisor at Sovereign Financial Services, LLC in Phoenix, MD, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Sovereign Financial Services since 2010. Sovereign Financial Services provides comprehensive financial planning and discretionary portfolio management primarily for trusts, businesses, and organizations rather than individual retail clients. The firm employs a five-step planning process and emphasizes diversified allocations using low-cost index funds and conservative fixed income instruments, managing approximately $78.2 million in discretionary assets.

Jasmine Lamont is a financial advisor at Opulentia, LLC with two years of industry experience. She holds a Series 65 designation and has prior work experience with T. Rowe Price and the Bahá'í Atlantic Region. Opulentia provides wealth management, financial planning, and investment consulting services to individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm focuses on customized portfolios using mutual funds, ETFs, and third-party managers, emphasizing manager selection and ongoing portfolio monitoring.

Kenneth Mc Quay is a financial advisor at Hergenroeder Financial Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, Merrill, LPL Financial, and Equitable Advisors. Before entering financial services, his background includes roles in the food and hospitality industry and attendance at the University of Maryland–College Park. Hergenroeder Financial Advisors serves individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations with portfolio management and financial planning services. The firm employs an investment approach that blends active and passive funds, emphasizes asset allocation and risk management, and offers clients access to both advisory and commission-based implementation options.

Deborah Doyle is a financial advisor at Partnership Wealth Management with eight years of industry experience. She holds a Series 65 designation and has worked at her current firm since 2016. Prior to this, she was employed at Loyola University of Maryland for four years. Partnership Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages customized discretionary portfolios using various analytical methods and offers tailored financial plans, with client assets held by qualified custodians.

Delante Greer is a financial advisor at Opulentia, LLC with three years of industry experience. He holds a Series 65 designation and has previous work experience with American General Life Insurance, GEMC LLC, and Diamond Residential Mortgage Company. Outside of his advisory role, he is involved as a site coordinator for Ani Development Group. Opulentia provides wealth management, financial planning, investment and portfolio management, and consulting services to individuals, trusts, estates, charitable organizations, and certain corporate and retirement plan clients. The firm emphasizes individualized investment objectives and risk tolerances, using mutual funds, ETFs, and third-party managers, with regular portfolio monitoring and client reviews.

Brian Silvestri is a financial advisor at Silvestri Financial and Tax Advisors, Inc. with five years of industry experience. He holds a Series 65 credential and has a background that includes 13 years at Booz Allen Hamilton, where he served as a Lead Associate and Project Manager in the Strategic Innovation Group. Silvestri Financial and Tax Advisors, Inc. provides financial planning, consulting, and tax-aware planning services to individuals, including high-net-worth clients, and corporations. The firm primarily directs clients to third-party money managers after due diligence, using model allocations and tailored recommendations to align investments with client goals and risk tolerances.

Leonard Cooperman is a financial advisor at MJC Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at MJC Advisors since 2013. MJC Advisors, LLC provides discretionary investment advisory services and fee-only financial planning to individuals, trusts, estates, pensions, and profit-sharing plans. The firm manages approximately $190 million in discretionary assets for about 83 clients, implementing asset allocation strategies based on Modern Portfolio Theory using mutual funds, ETFs, and selective individual equities.

Elliot Pepper is a CFP® professional with six years of experience currently with Northbrook Financial in Baltimore, MD. He is also a CPA and Managing Member of Northbrook Tax, LLC, a tax planning and preparation firm. In addition, he teaches financial literacy at Beth Tfiloh Dahan Community School. Northbrook Financial provides investment management and financial planning primarily to individual and high-net-worth clients, as well as employer-sponsored retirement plans. The firm uses a tailored approach combining multiple analytical methods and modern portfolio theory, managing approximately $108.8 million in discretionary assets for around 127 clients with a two-advisor team.

Gary Klaben is a ChFC® with over 31 years of experience in the financial services industry. He has been with Coyle Financial Counsel, Inc. since 1988 and currently serves as its president. Outside of his advisory role, Klaben is involved in several business ventures, including managerial positions at a publishing company and business-to-business service firms, as well as a farm business. Coyle is a team-based firm that serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm offers discretionary and non-discretionary asset management, financial assessment, wealth advisory, project-based planning, and family legacy services, employing a blend of tactical and strategic asset allocation alongside fundamental and quantitative research methods.