Quinn Sutker is a financial advisor with The Kelly Group in Bel Air, MD, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining The Kelly Group, he worked at InFocus Financial Advisors and has academic experience from Salisbury University. The Kelly Group serves individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing over $1 billion in assets with a team of 15 advisors. The firm employs a team-based approach focused on diversified model portfolios, ongoing monitoring, and behavioral coaching to support long-term investment goals.

Michael Bertrand is a financial advisor at The Kelly Group with 24 years of industry experience. He holds a Series 65 designation and has been with The Kelly Group since 2003, previously working at Cambridge Investment Research, Inc. from 2005 to 2020. He serves as a board member for THE ARC NCR, a nonprofit organization. The Kelly Group provides advisory services to individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing approximately $1.13 billion in assets through a team of 15 advisors. The firm employs a team-based approach focused on diversified model portfolios and financial planning, incorporating active management and behavioral coaching.

John Hauserman is a CFP® with 33 years of industry experience. He has worked at Financial Council, LLC since 2023 and previously spent 17 years at Commonwealth Financial Network and 27 years at Financial Council Asset Management. He is also President and CEO of Retirement Journey, Inc., a securities, advisory, and insurance business. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm uses model asset allocation strategies and offers retirement-plan rollover advice and periodic account reviews.

Greg Pyne is a financial advisor at Red Oak Financial Group with one year of industry experience. He holds a Series 65 designation and previously worked at UPS for 26 years. Outside of advising, he is the owner of Hunt Valley Solutions, LLC, a company that provides IT development and support for small businesses. Red Oak Financial Group offers wealth management, investment management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, model-driven approach using ETFs and mutual funds, with additional retirement plan advisory and third-party pension consulting services.

Isaiah Smith is a financial advisor at The Kelly Group with a Series 65 designation and seven years of industry experience. He previously worked at Brown Advisory and BNY Mellon before joining The Kelly Group. The Kelly Group serves individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing about $1.13 billion in assets for over 1,000 clients through a team-based approach. The firm emphasizes diversified model portfolios with active management, ongoing monitoring, and behavioral coaching as part of its financial planning process.

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.

Robert Compton Jr. is a financial advisor with Red Oak Financial Group in Towson, MD, holding a Series 65 credential and 47 years of industry experience. He previously worked at Compton Financial Group, LLC, and LPL Financial. Compton serves as a board member of Jarrettsville Federal Savings Bank, a privately held institution. Red Oak Financial Group provides wealth management, investment management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, model-driven investment approach with diversified portfolios and offers specialized retirement plan advisory services.

Carol Ashmen is a financial advisor with Wealthcare Capital Partners, LLC, holding a Series 65 designation and bringing 37 years of industry experience. Her prior work includes long tenures at Atlantic Financial Services, Inc., Atlantic Securities Associates, Inc., and Atlantic Securities, Inc. She is also registered as an insurance agent and registered representative with M.S. Howells & Co, where she implements insurance recommendations. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm’s investment process is goals-based and incorporates a patented, web-based planning platform alongside evidence-based manager selection and behavioral-economics tools to align strategies with client preferences.

Chad Arrington is a CFP® professional with 13 years of industry experience. He has been with The Kelly Group since 2010, with prior roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory work, he serves as Treasurer for the Greater Bel Air Community Foundation and as Director and Partner Liaison for the Financial Planning Association of Maryland. The Kelly Group is a team-based firm serving individuals, families, trusts, nonprofits, corporations, and qualified retirement plans. The firm manages approximately $1.13 billion in assets and employs diversified model portfolios primarily using institutional mutual funds, combined with ongoing monitoring and behavioral coaching.

Thomas Cusick is a Certified Financial Planner® with nine years of industry experience. He has been with The Kelly Group since 2017, with prior roles at Cambridge Investment Research and AXA Advisors LLC. Cusick serves as an officer for the Financial Planning Association of Maryland, contributing to the development of educational programming. The Kelly Group is a team of 15 advisors managing approximately $1.13 billion in assets for a diverse client base, including individuals, families, nonprofits, and corporations. The firm employs a team-based approach with CFP® professionals, utilizing diversified model portfolios and behavioral coaching to support long-term investment objectives.

Andrew Knachel is a financial advisor at Oliver Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at GE Aerospace and Seventy2 Capital. Outside of finance, he has been involved with the Washington District Football Officials Association. Oliver Wealth Management is an SEC-registered advisory firm managing approximately $297.6 million for individuals, high-net-worth clients, corporations, trusts, and estates. The firm offers wealth management, financial planning, and a Participant Account Management service that actively manages held-away retirement and HSA accounts using a third-party platform, employing a customized investment approach with a range of securities and quarterly portfolio monitoring.

David Feeley is a CFP® with five years of industry experience, currently serving as an advisor at Red Oak Financial Group in Towson, MD. He has worked at LPL Financial LLC since 2021 and was previously with DJF, Inc. from 2013 to 2020. Feeley provides administrative support to Red Oak Financial Group in addition to his advisory role. Red Oak Financial Group offers wealth management, investment management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, model-driven investment approach with a focus on diversified portfolios, periodic rebalancing, tax-loss/gain harvesting, and retirement plan advisory services.

David Travis is a CFP® professional with 29 years of experience in the financial services industry. He has worked with Financial Council, LLC since 2023 and previously held roles at Commonwealth Financial Network and Financial Council, Inc. Outside of advising, he has been involved in tax preparation. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations primarily through model-based asset allocation strategies. The firm emphasizes regular portfolio reviews and manages client accounts with discretion over rebalancing and fund selection.

Stephanie Waskey is a financial advisor with Aegis Wealth Management, Inc., holding a Series 65 designation and beginning her advisory career in 2026. She has prior experience with Harford Wealth Group Inc. and has also worked as a substitute teacher with Harford County Public Schools. Outside of advising, she has administrative responsibilities with Harford Life Group Inc., an insurance agency. Aegis Wealth Management serves individual investors, including high-net-worth clients, as well as institutions and retirement plans, providing financial planning, retirement and education savings analysis, and discretionary portfolio management. The firm uses a multi-team advisor structure and primarily implements portfolios through third-party sub-advisers and model portfolios.

Nicholas West is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Dew Wealth Management and previously held roles at Jacob William Advisory, Network Management Inc., and S&L Prime. Outside of advising, he is also an insurance agent, maintaining a license for insurance consulting and trail commissions. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator services.

Stephen Baird is a CFP® with 19 years of industry experience, currently serving at Jemma Financial Services. He has held roles at several firms including Harborside Sales Group, LLC and Foreside Fund Services, LLC. In addition to his advisory work, he is a board member of the MECP2 Duplication Foundation, a public charity that supports families and furthers research. Jemma Financial Services advises individuals, pension plans, and charities, managing approximately $140 million across five advisors. The firm offers discretionary portfolio management based on five risk-targeted model portfolios, integrates financial planning using MoneyGuidePro, and employs quantitative and qualitative screening with daily model monitoring.

Dale Woodring is a financial advisor at Financial Council, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Financial Council entities since 2009, as well as with Commonwealth Financial Network since 2009. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations, using model asset allocation strategies primarily based on mutual funds. The firm maintains discretion over portfolio rebalancing and manager changes and offers regular market commentary and account reviews.

Christopher Compton is a financial advisor with Red Oak Financial Group in Towson, MD, holding CFP® and ChFC® designations and possessing 29 years of industry experience. He has worked at Red Oak Financial Group (formerly Compton Financial Group, LLC) since 2013 and has been associated with LPL Financial and R.L. Compton & Associates, Inc. for over two decades. Compton also serves as Principal-Owner and CEO of Red Oak Retirement, a third-party pension administration business affiliated with his firm. Red Oak Financial Group provides wealth management, investment management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, model-driven investment approach combining fundamental and technical analysis, with services that include portfolio management, financial planning, and comprehensive retirement plan advisory.

Charles Wolpoff is a CFP® professional with 25 years of industry experience. He has worked at The Kelly Group since 2020 and held previous roles at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2013 to 2020. In addition to his advisory work, he teaches at Harford Community College. The Kelly Group serves individuals, families, trusts, estates, nonprofits, corporations, and qualified retirement plans, managing approximately $1.13 billion in assets for over 1,000 clients. The firm employs a team-based approach using diversified institutional mutual fund portfolios combined with ongoing monitoring, rebalancing, and behavioral coaching.

Clint Clifford is a financial advisor at Prasad Wealth Partners with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Prasad Wealth Partners provides personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm focuses on customized planning and fundamental analysis with a long-term orientation, employing a range of investment vehicles including mutual funds, ETFs, equities, and derivatives when appropriate.