Jeffrey Malcom is a CFA® charterholder with 13 years of industry experience. He has been with Buttonwood Financial Advisors, Inc. since 2012. Outside of his advisory role, he holds passive stakes in businesses related to online marketing and retail consultancy. Buttonwood Financial Advisors manages approximately $393 million in client assets, providing portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a disciplined investment process guided by written policy statements, combining fundamental analysis with strategic asset allocation and continuous account monitoring.

Jeffrey Goldman is a financial advisor at Chapin Davis with 31 years of industry experience. He has been with Chapin Davis since 1997. Outside of his advisory role, he occasionally drives for Lyft. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts. The firm manages approximately $539 million in assets and employs a variety of portfolio management strategies through a multi-advisor team.

Alexandra Stewart is a CFP® with nine years of industry experience, currently serving at Buttonwood Financial Advisors, Inc. in Baltimore, MD. She has been with the firm since 2015. Buttonwood Financial Advisors offers portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $393 million in client assets and employs a disciplined investment approach guided by written policy statements and fundamental analysis.

Mary Braun is a financial advisor at Chapin Davis with 44 years of industry experience. She has been with Chapin Davis since 2008 and holds Series 63 and Series 65 licenses. In addition to her advisory role, she is involved in Chapin Davis Insurance, where she researches life, long-term care, and annuity products to meet clients' fixed product needs. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts. The firm manages approximately $539 million in assets and employs a range of investment strategies through a multi-advisor team.

Vanessa Pruett Urie is a financial advisor at Prostatis Financial Advisors Group with 20 years of industry experience. She holds Series 63, 65, and 66 designations and has worked at Prostatis Group LLC since 2023 and CETERA ADVISORS LLC from 2005 to 2018. In addition to her advisory role, she owns Gladway Homes, a real estate sales business. Prostatis Financial Advisors Group serves individuals—including high-net-worth clients—as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, tactical asset-allocation strategy with sector rotation, blending growth and fixed-income approaches and incorporates third-party managers, including those utilizing AI and machine-learning models.

Daniel Strine is a financial advisor at Passive Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at T. Rowe Price, PNC Investments, and PNC Bank NA. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, retirement plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment approach using index mutual funds and ETFs, focusing on minimizing trading costs and taxes while providing discretionary portfolio management and financial planning services.

Jonathan Farber is a financial advisor with Passive Capital Management, LLC in Baltimore, MD, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Passive Capital Management since 2006. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment approach using index mutual funds and ETFs, with portfolios managed primarily on a discretionary basis and periodic rebalancing.

Hugh Breslin IV is a CFP® professional with 18 years of experience in the financial services industry. He has worked with Armstrong Dixon and LPL Financial LLC since 2016. Armstrong Dixon provides discretionary investment management and financial planning to individuals, high-net-worth families, charitable organizations, small business owners, and retirement plan sponsors. The firm uses a strategic, global asset allocation approach combining active and passive strategies, third-party research, and risk-management metrics, managing approximately $447.5 million in assets for about 290 client relationships.

Dawn Weber is a financial advisor at Chapin Davis with 18 years of industry experience. She holds the Series 66 designation and previously worked at Katzen Eye Group for five years before joining Chapin Davis in 2021. Chapin Davis serves individuals, trusts, retirement plans, corporations, and institutions with investment management, financial planning, and advisory consulting, offering both discretionary and non-discretionary services through a range of wrap programs and access to third-party managers. The firm combines advisor-led portfolio management with third-party research and custodial reporting, operating as both an SEC-registered investment adviser and a registered broker-dealer.

Damian Gallina Sr. is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Buttonwood Financial Advisors, Inc. since 2008. He holds Series 63 and Series 65 licenses and is based in Baltimore, MD. Since 2016, he has been Chairman of the Investment Committee for Lido Civic Club Charities' LLC. Buttonwood Financial Advisors provides portfolio management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $393 million in client assets, using a disciplined investment process that includes fundamental analysis, strategic asset allocation, and continuous account monitoring.

David Trossman is a CFP® and CFA® professional with 18 years of experience in the financial industry. He has been with Passive Capital Management, LLC since 2015. Passive Capital Management, LLC manages nearly $1 billion in assets through a team of eight advisors and serves individuals, business entities, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment philosophy, primarily using index mutual funds and ETFs to minimize costs and taxes while providing discretionary and non-discretionary portfolio management.

Nancy Boo is a financial advisor at Chapin Davis with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Chapin Davis in 2019, she worked at Ann Taylor Loft for six years. Boo is also involved with Chapin Davis Insurance, Inc., where she serves as an insurance agent. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts. The firm manages approximately $539 million in assets and employs a multi-advisor team using a combination of fundamental and technical analysis across various portfolio management strategies.

Andrew Ashton is a financial advisor with Prostatis Financial Advisors Group in Hanover, MD, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior work includes roles at Clifton Larson Allen LLP and independent practice before joining Prostatis Group LLC in 2018. Prostatis Financial Advisors Group provides investment management and financial planning services to individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, tactical asset-allocation approach with sector rotation and uses both growth and fixed-income strategies, incorporating third-party managers and machine-learning models within a due-diligence framework.

John Oliver is a financial advisor with Chapin, Davis in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Chapin, Davis since 2001. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts, managing approximately $539 million in assets across several hundred client relationships. The firm employs a combination of fundamental and technical analysis, utilizing various portfolio management strategies and serving clients through a multi-advisor team.

Elisabeth Hayes is a financial advisor at Chapin Davis with 37 years of industry experience. She has been with Chapin Davis since 1991. Outside of her advisory role, she is an owner and treasurer of a family farm, Uphill Farm LLC, and serves as a personal representative for two estates. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts. The firm manages approximately $539 million in assets and employs a range of investment strategies through a multi-advisor team.

Katie Brown is a financial advisor at Armstrong Dixon with 10 years of industry experience. She holds a Series 66 designation and has been with Armstrong Dixon since 2015, also maintaining an affiliation with LPL Financial since 2013. Outside of her advisory role, she is a notary and works as a property manager on a part-time basis. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-related consulting for individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a strategic, diversified global asset-allocation approach that combines active and passive management and incorporates specialized exposures such as merger arbitrage and private equity.

Andrew Rutherford is a Series 66-licensed financial advisor at United Capital Financial Advisors with three years of industry experience. He previously worked at Raymond James & Associates and Morgan Stanley. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm provides customized investment solutions through a broad platform that includes United Capital-managed strategies, third-party managers, and separately managed accounts.

Victor Simon is a financial advisor at Founders Financial Securities LLC with 34 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Founders Financial Securities in 2020, he worked at First Allied Advisory Services and First Allied Securities. Outside of his advisory role, Simon is involved in estate settlement consulting and mentoring small business owners through his family office practice. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and a range of brokerage and insurance services, utilizing both traditional and non-traditional delivery methods.

Michael Mcandrew is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at 1919 Investment Counsel, LLC in Baltimore, MD. He has been with the firm since 2014 across various roles. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and a range of complementary strategies.

Wade Kauffman is a financial advisor at Packerland Brokerage Services, Inc. with 24 years of industry experience. He holds the Series 66 designation and has been with Packerland Brokerage Services since 2016. He also maintains a role with Kent Mittrick and Associates, where he has worked since 2015. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors and offers a range of investment solutions including financial planning, portfolio management, and retirement-plan consulting. The firm uses the Hilltop-cleared Envestnet platform to provide various managed account programs and operates as both an SEC-registered investment adviser and a FINRA member broker-dealer.