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.

Lawrence Post is a Certified Financial Planner (CFP®) and holds a Series 65 license with 13 years of industry experience. He has worked at Baltimore-Washington Financial Advisors since 2019 and previously spent 14 years at PNC Bank, NA. Baltimore-Washington Financial Advisors is a team-based firm serving individuals, families, trusts, estates, foundations, and other nonprofit organizations with fee-only wealth management. The firm provides financial planning, portfolio management, integrated tax services, and business services, using a collaborative approach among advisors, portfolio managers, tax specialists, and business advisors to align investment strategies with clients’ goals and tax circumstances.

Joseph Gallagher is a CFP® professional with 32 years of industry experience. He has been with Advocate Investing Services and LPL Financial since 2005 and previously worked at Fidelity for eight years. Outside of advisory work, Gallagher is the author of the book "Born Again" and created a card game called "Here's the Deal." Advocate Investing Services is a four-advisor firm serving individuals, charitable organizations, and business entities with portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis combined with modern portfolio theory, offering strategies that include derivatives and market-linked instruments tailored to client objectives.

Terrence Jones is a financial advisor at Baltimore-Washington Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at T. Rowe Price for several years. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs a model portfolio investment process overseen by a weekly committee and integrates tax considerations into financial planning and portfolio management.

John Kelly is a CFP® professional with 16 years of industry experience. He has been with Baltimore-Washington Financial Advisors since 2009. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm emphasizes diversified, model portfolio strategies overseen by a weekly investment committee and integrates tax considerations closely with investment management, while managing a high client load through scalable, standardized processes.

Samantha Nash is a financial advisor with Baltimore-Washington Financial Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Baltimore-Washington Financial Advisors, she worked at Prostatis Financial Group, SFG Wealth Management, Life Plan Financial, and LPL Financial. Outside of finance, she has experience working in the hospitality industry at Old Stein Inn and Buddy's Crab & Ribs. Baltimore-Washington Financial Advisors serves individuals, families, trusts, estates, foundations, and non-profit organizations with fee-only wealth management. The firm employs a team-based, holistic approach integrating financial planning, portfolio management, tax, and business advisory services to align investment strategies with clients’ goals and tax situations.

Riley Ahlquist is a financial advisor at Advocate Investing Services with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Equitable Advisors. Advocate Investing Services is a team of four advisors offering discretionary and non-discretionary portfolio management, financial planning, pension consulting, and advisory consulting to individuals, charitable organizations, and businesses. The firm employs a range of strategies, including the use of derivatives and market-linked instruments within separately managed accounts, tailored to client objectives and risk tolerances.

Peter Pavlov is a financial advisor with Lynx Investment Advisory, LLC in Columbia, MD, holding a Series 65 credential and bringing four years of industry experience. His prior roles include positions at Select Investment Solutions, PMP Advisors, Silk Invest LTD, and OFI Asset Management. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, manager research, and portfolio monitoring. The firm creates customized allocations implemented through vetted third-party managers and offers both discretionary and non-discretionary services, managing over $1 billion on a non-discretionary basis as of the end of 2024.

Daniel Di Peso is a CFP® with two years of industry experience, currently serving as an advisor at Elite Income Advisors, Inc. He previously worked at Capital Portfolio Management Inc. and has experience outside the financial industry at Stanley Black and Decker. Di Peso is also involved in insurance sales and service through Retirement Planning Services, Inc. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, and other entities by offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses model portfolios from sub-advisers and other providers and provides client education and workshops as part of its retirement plan services.

Wayne Ferbert is a Series 65 licensed advisor with 15 years of experience in the financial industry. He is currently with Reyes Financial Architecture Inc., a team firm based in Columbia, MD, and has prior experience at ZEGA Financial, LLC, and Alpha Dna Investment Management. Outside of his advisory role, Ferbert co-founded and serves as co-managing director of a software and education business that supports online brokerages. Reyes Financial Architecture Inc. provides discretionary asset management, personalized financial planning, and consulting primarily for high-net-worth individuals, trusts, estates, and small businesses. The firm follows a long-term investment approach, incorporating fundamental, technical, and cyclical analysis, and integrates complimentary financial planning as part of its asset management services.

George Watson III is a financial advisor at Williams Asset Management in Columbia, MD, holding the CFP®, CFA®, and Series 66 designations with 12 years of industry experience. His prior work includes four years at Academy Financial, Inc. He serves as the treasurer of the Stansfield Estates Homeowners Association. Williams Asset Management provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth individuals, and charitable organizations. The firm employs a range of investment strategies including fundamental, quantitative, Modern Portfolio Theory, and technical analysis, tailoring portfolios to client risk tolerances and time horizons.

Townsend Hornor Jr. is a financial advisor at Baltimore-Washington Financial Advisors with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with the firm since 2015. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs model portfolio strategies overseen by a weekly investment committee and integrates tax considerations into both portfolio management and financial planning, supporting a high client load through standardized, scalable processes.

Erin Rogers is a CFP® with 13 years of industry experience and currently an advisor at NorthRock Partners, LLC. Her prior experience includes roles at Lion Street Financial, Curi Capital, and Fidelity in both advisory and brokerage capacities. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, with integration of private market allocations and AI-supported portfolio monitoring.

Michael Shires is a CFP® with 10 years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., and Private Advisor Group, LLC. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a wide range of clients, including individuals, families, trusts, charitable organizations, and institutional investors, and employs a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across various asset classes.

Freddie Watson is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 1989. Outside of his advisory role, Watson serves as president of Watson Family Farms LLC, a farming business. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

Nino Sujashvili is a financial advisor at Choreo, LLC with a Series 65 designation and approximately six years of industry experience. His prior roles include positions at BDO Wealth Management and Biegel and Waller LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various investment vehicles and specialized advisory services.

Linda Stapf is a financial advisor with LexAurum Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has operated her tax and accounting practice, Linda L. Stapf CPA, PA, since 1989 and has prior experience at Immediate Mortgage Inc. and other advisory firms. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm utilizes a multi-advisor team approach, emphasizing diversified portfolios based on modern portfolio theory and offering both discretionary and non-discretionary services across approximately $1.27 billion in assets under management.

Stephen Tan is a financial advisor at Founders Financial Securities LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Deloitte Tax LLP for 16 years. Outside of advising, he is principal and managing shareholder of Tan & Associates Inc., where he manages day-to-day operations and overall strategy. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of programs and third-party asset managers.

Adam Brubaker is a financial advisor with Vicus Capital, Inc. and holds a Series 65 credential. He has five years of industry experience, including roles at Cetera Wealth Services and Allstate Insurance Company. Brubaker is also the Director of Financial Planning at Drown Financial Services. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, utilizing a combination of fundamental and technical analysis across various strategies. The firm emphasizes retirement-plan consulting and fiduciary services, offering a broad array of advisory support and third-party manager access.

Emily Mascio is a financial advisor at Founders Financial Securities LLC with 11 years of industry experience. She holds the CFP® designation and Series 63 license. Mascio has been with Founders Financial Securities and Darrell Financial since 2013. She is also involved in life and health insurance sales through Darrell Financial Services. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, retirement consulting, and affiliated brokerage and insurance services, employing various advisory platforms and co-advisory programs.