Vincent Silvestri is a financial advisor with Silvestri Financial and Tax Advisors, Inc. He holds a Series 66 designation and has 12 years of industry experience. His career includes roles at Chesapeake Capital Management, LLC and Sageguard Investment Advisory Services. In addition to advisory services, he manages individual federal and state tax return preparation annually. Silvestri Financial and Tax Advisors provides financial planning, consulting, and tax-related advice to individual and corporate clients, including high-net-worth individuals. The firm recommends third-party portfolio managers, offers insurance products, and hosts educational seminars primarily for retirement-age attendees, focusing on traditional asset classes while placing portfolio management with selected external managers.

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.

Alexander Franks is a Series 65-licensed advisor with five years at CPA Teaches LLC and prior experience totaling 11 years at M.L. Lichtenberg & Associates LLC and Cohnreznick LLP. He is based in Towson, MD. CPA TEACHES LLC provides advice-only financial planning and investment recommendations to individuals and high-net-worth clients, focusing on tax-aware planning, portfolio reviews, and education savings. The firm operates as an accounting and tax-services practice affiliated with a related accounting firm, delivering fixed-fee, milestone-based financial planning without ongoing asset management or custody.

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.

John Murphy is a financial advisor at Tufton Capital Management, LLC with 29 years of industry experience. He has worked at Tufton Capital Management since 2016 and joined Mercer Global Advisors Inc. in 2025. Murphy serves as a co-trustee for a client trust, acting as an intermediary among co-trustees, portfolio managers, and trust beneficiaries. Tufton Capital Management provides discretionary, fee-only investment management to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented investment approach combining growth and value equities with fixed income and short-term investments, emphasizing low turnover and full investment discretion within client guidelines.

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 financial advisor at Financial Dimensions, LLC, holding a Series 65 credential with three years of industry experience. Her prior roles include positions at First Financial FCU and Towson University. Financial Dimensions, LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm uses a strategic asset-allocation approach with index funds and ETFs as core holdings, complemented by active management, and offers additional tax preparation and insurance services.

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 three years of industry experience. She holds a Series 65 designation and has previously worked at T. Rowe Price and the Bahá’í Atlantic Region. Opulentia provides wealth management, financial planning, investment and portfolio management, and consulting services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and certain corporate and retirement plan clients. The firm constructs customized portfolios using mutual funds, ETFs, and third-party managers, emphasizing manager selection and regular portfolio reviews.

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 four years of industry experience. He holds a Series 65 designation and has worked at American General Life Insurance, GEMC LLC, and Diamond Residential Mortgage Company. Outside of his advisory role, he serves as a site coordinator for Ani Development Group. Opulentia provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and certain corporate and retirement plan clients. The firm utilizes customized portfolios constructed with mutual funds, ETFs, and third-party managers, emphasizing regular 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 designation and previously worked at Booz Allen Hamilton for 13 years, where he served as Lead Associate and Project Manager in the Strategic Innovation Group. Silvestri Financial and Tax Advisors provides financial planning, consulting, and tax-related advice to individuals, including high-net-worth clients, and corporate clients. The firm recommends third-party portfolio managers, offers insurance product recommendations, and hosts educational seminars primarily for retirement-age attendees, focusing on tailored financial plans and due diligence through the AssetMark platform.

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.

Ricky Rubin is a CFA® charterholder with 10 years of industry experience. He has worked at Tufton Capital Management from 2016 to 2025 and has been with Mercer Global Advisors Inc. since 2025. Tufton Capital Management is a fee-only, discretionary investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented investment approach focused on large U.S. companies and constructs portfolios across money market instruments, fixed income, and equities with low turnover.