Jonathan Dinkins is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Mercer in 2025, he worked for 20 years at Glass Jacobson Investment Advisors LLC. Outside of his advisory role, he manages rental real estate in Hilton Head, SC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a variety of implementation options alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Robert Mewshaw is a financial advisor at VSM Wealth Advisory, LLC with 34 years of industry experience. He has been associated with Van Sant and Mewshaw, Inc. and Van Sant and Mewshaw Securities, Inc. since 1992 and 1993, respectively. He holds Series 63 and Series 65 licenses. VSM Wealth Advisory serves individuals, families, trusts, estates, and employee benefit plans by providing discretionary investment management and integrated wealth advisory services. The firm employs an asset-allocation framework primarily using index mutual funds and ETFs, with emphasis on tax-aware portfolio management and personalized indexing strategies.

Madison Bennett is a CFP® professional with six years of industry experience, currently serving at The Financial Consulate in Hunt Valley, MD. Prior to joining the firm, Madison held positions in the hospitality industry, including roles at The Pier Restaurant, Glory Days Grille, and Stoney's Seafood House. The Financial Consulate serves individuals, retirement plan sponsors and participants, and institutional clients by providing financial planning, investment management, retirement plan consulting, and integrated tax and accounting services. The firm employs a proprietary "Risk Opportunity Investing" approach that combines active tactical asset allocation with fundamental, macroeconomic, and technical analysis, offering both active and index-oriented strategies.

George Grewe is a financial advisor with Chapin Davis, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Chapin Davis since 2008. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts, managing approximately $539 million in assets. The firm uses a combination of fundamental and technical analysis and offers discretionary and non-discretionary portfolio management through a multi-advisor team.

Christopher Barnes is a financial advisor at The Marshall Financial Group LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments for 21 years. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm utilizes individualized portfolios based on client risk tolerance and objectives, employing mutual funds, ETFs, and managed stock sleeves supported by asset-allocation models and third-party software.

Stephen Koda is a financial advisor at Advocate Investing Services with a Series 65 credential and four years of industry experience. He has held roles at Univers Tech and DoorDash, and he is the owner and president of Rocket Sports, LLC, a custom apparel printing business. Advocate Investing Services is a four-advisor firm providing portfolio management, financial planning, pension consulting, and advisory services to individuals, charitable organizations, and business entities. The firm uses a range of investment strategies including derivatives and market-linked instruments and employs both discretionary and non-discretionary management tailored to client objectives.

Peter Marshall is a financial advisor with The Marshall Financial Group LLC in Hunt Valley, MD, holding a Series 66 designation and 25 years of industry experience. He has been with The Marshall Financial Group since 2005 and previously worked at Purshe Kaplan Sterling Investments and SSN Advisory, Inc. Outside of advisory work, he is involved in fixed and traditional insurance sales through PKS Financial. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $593 million in assets and offers services including fee-based asset management, retirement and estate planning, education planning, and managed stock accounts, using asset-allocation models and third-party software to build individualized portfolios.

Brady Organt is a financial advisor at SC&H Wealth with a Series 65 designation and one year of industry experience. Prior to joining SC&H Wealth, he held roles with several professional sports organizations, including the Washington Nationals and Denver Broncos. He also works as an Assistant Field Producer for the Washington Commanders, overseeing on-field movements and coordinating in-game entertainment during football games. SC&H Wealth serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm employs a team approach combining financial planning, asset management, retirement consulting, and tax preparation, utilizing mutual funds, ETFs, and technology-driven platforms to tailor investment strategies.

George Ingram III is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. He previously worked at Triad Advisors, Glass Jacobson Wealth Advisors, and TIAA-CREF. Outside of his advisory role, he owns two rental properties in Wilmington, NC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax-managed strategies.

Eli Adams is a CFP® professional with 10 years of industry experience. He is affiliated with Perspective Wealth Management and has worked at The Junk Investment Group since 2016, with a brief tenure at Securities America Inc. Additionally, Adams holds a license as an insurance agent. Perspective Wealth Management serves individual and high-net-worth clients by providing financial planning and portfolio management through both discretionary and non-discretionary advisory relationships. The firm employs an objective-based investment strategy focusing on equity mutual funds and ETFs, managing over $525 million in client assets with ongoing account oversight.

James Halle is a financial advisor at Chapin Davis with 33 years of industry experience. He has been with Chapin Davis since 1992 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a director of Slade Inc. and is involved with a family holding company trust. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts. The firm manages approximately $539 million in assets across several hundred client relationships using a combination of fundamental and technical analysis, asset-allocation strategies, and model portfolios.

Tucker Dunn is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Armstrong Dixon and has previously worked at LPL Financial, FourStar Wealth Advisors, and Fieldstone Financial Management Group. He provides investment advisory services through Armstrong Dixon, an independent firm where he is part of a six-advisor team. Armstrong Dixon delivers discretionary investment management and financial planning to individuals, high-net-worth families, charitable organizations, small business owners, and retirement plan sponsors. The firm employs a strategic global asset allocation approach combining active and passive strategies, third-party research, and risk management, overseeing approximately $447.5 million in assets across about 290 client relationships.

Benjamin Tracy is a CFP® with five years of industry experience, currently serving as a financial advisor at SC&H Wealth. His prior roles include positions at The Vanguard Group, Inc. and J.G. Wentworth. Tracy has held various roles outside finance, including work at Fairmount Behavioral Health System and teaching positions at Gettysburg College. SC&H Wealth is a team-based registered investment adviser with approximately 20 advisors and $1.23 billion in assets under management. The firm serves individuals, trusts, estates, retirement plans, small businesses, and charitable organizations using a planning-driven approach that integrates tax and estate considerations into portfolio management.

Benjamin Waller is a CFP®, CFA®, and holds a Series 65 license, with 17 years of experience in financial advising. He has been with WBH Advisory, Inc. since 2009, where he is part of an 11-advisor team based in Baltimore, MD. WBH Advisory is a SEC-registered, multi-advisor wealth management firm managing approximately $1.74 billion for individual, trust, retirement-plan, nonprofit, and corporate clients. The firm offers discretionary portfolio management along with financial, estate, and income tax planning, utilizing fundamental equity analysis and a mix of securities with a longer-term investment approach. WBH integrates technology platforms for client reporting and portfolio management and is notable for combining financial advisory services with optional legal and accounting services provided by its principal.

Chahat Kumari is a financial advisor at Black Diamond Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Black Diamond Financial, Kumari held various roles at Loyola University Maryland and other organizations. Black Diamond Financial, LLC advises individuals, pension plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and low-cost, tax-efficient, index-based strategies, supplemented by institutional-quality private investments when appropriate.

Brigitte Strobl is a CFP® and holds a Series 65 license with three years of industry experience. She has been with Black Diamond Financial, LLC since 2019 and previously worked at Palmetto, Mollo, Molinaro & Passerello, LLP. Black Diamond Financial, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and low-cost, tax-efficient, index-based strategies, supplemented when appropriate by institutional-quality private investments.

Christine Schmitz is a financial advisor at Glass Jacobson Wealth Advisors with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with MA Brokerage Solutions and OSAIC. She was with Glass Jacobson Investment Advisors, LLC and Triad Advisors, Inc. for over two decades. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, and various institutional clients including retirement plans, trusts, and charitable organizations. The firm employs a comprehensive household-level investment approach overseen by a quarterly meeting investment committee and offers a range of portfolio management and financial planning services.

Thomas Arasz is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at The Marshall Financial Group LLC since 2025 and previously gained experience at Bmore Financially Fit, LLC and Your Financial Pharmacist. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by offering portfolio management, investment analysis, and comprehensive planning services. The firm creates individualized portfolios based on client risk tolerance and objectives, utilizing both discretionary and non-discretionary management along with held-away asset monitoring and educational seminars.

Samuel Heroux is a financial advisor at SC&H Wealth with four years of industry experience and holds a Series 65 designation. He has been with SC&H Financial Advisors, Inc. since 2015. In addition to his advisory role, he provides tax planning and accounting services as an enrolled agent. SC&H Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses a planning-driven, team-based approach that integrates tax and estate considerations into portfolio management, primarily utilizing mutual funds and ETFs with periodic reviews.

Kellie Walter is a financial advisor at SC&H Wealth with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at SC&H Financial Advisors, Inc. since 2005, following eight years at Triad Advisors, Inc. She is also involved with SC&H Group, the parent company of SC&H Financial Advisors, which organizes corporate, social, and community service activities for employees. SC&H Wealth is a multi-team registered investment adviser with approximately 20 advisors and $1.23 billion in assets under management. The firm serves individuals, trusts, estates, retirement plans, small businesses, and charitable organizations, using a planning-driven approach that incorporates tax and estate considerations into portfolio construction and monitoring.