John McAleer IV is a CFP® with 37 years of experience in the financial industry. He is currently with Berman McAleer, a team of 13 advisors, and previously worked at Kestra Advisory Services and Kestra Investment Services for nine years. Outside of his advisory role, McAleer serves on the board of the Keen Foundation, providing guidance on philanthropic giving. Berman McAleer offers holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm employs a structured investment approach divided into long-term equity, short-term fixed income, and intermediate alternatives, combining fundamental and quantitative research to implement client-specific allocations.

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.

Alexander Gersh is a financial advisor at Cornerstone Advisory with a Series 65 credential and one year of industry experience. Before joining Cornerstone Advisory, he worked at Sinclair Broadcast Group in various roles from 2019 to 2026 and previously at Diane Lebedeff D.P.M. from 2015 to 2019. Cornerstone Advisory offers discretionary portfolio management, financial planning, pension consulting, and sub-advisory services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm applies a planning-first approach, combining traditional and alternative investments, and manages approximately $2.25 billion in discretionary assets.

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.

Donna Zidwick is a financial advisor with Harvest Investment Consultants LLC in Hunt Valley, MD, holding Series 65 and Series 66 licenses and 10 years of industry experience. She has been with Harvest Investment Consultants since 1991. Outside of advisory services, she is also licensed as an insurance agent. Harvest Investment Consultants provides fee-based portfolio management and consulting to individuals and institutional sponsors, focusing on risk management and absolute-return strategies across a range of asset classes.

Patrick Jones is a financial advisor at Marathon Capital Management with 24 years of industry experience. He previously worked at Stifel, Nicolaus & Company, Incorporated for 18 years before joining Marathon in 2023. Jones holds Series 63 and Series 65 licenses. Marathon Capital Management provides discretionary portfolio management and integrated financial planning to high-net-worth individuals, trusts, estates, and charitable organizations. The firm follows a long-term, buy-and-hold investment approach based on growth at a reasonable price (GARP) principles and manages client accounts on a discretionary basis.

Timothy Truss is a financial advisor with The L. Warner Companies, Inc. in Timonium, MD, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with The L. Warner Companies and M Holdings Securities since 2009. Outside of his advisory role, he is the owner of Skipekey LLC, an entity used for estate planning purposes. The L. Warner Companies serves high-net-worth individuals, trusts, estates, retirement plans, corporations, non-profits, and other business entities by providing financial planning, investment management, and consulting services. The firm manages diversified portfolios with a fundamental research approach and offers fiduciary plan services, leveraging both internal resources and third-party manager programs.

Mark Pallack is an advisor at Harvest Investment Consultants LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Eagle Strategies and New York Life insurance company. In addition to his advisory role, he brokers outside insurance products through Harvest Insurance, Inc. Harvest Investment Consultants provides fee-based portfolio management and consulting to individuals, high-net-worth clients, and institutional sponsors. The firm focuses on risk management and absolute-return strategies, offering modular financial planning services alongside active portfolio management.

Ryan Schoppert is a financial advisor at SC&H Wealth with one year of industry experience. He holds the Series 65 designation and has worked at SC&H Group, Inc. since 2020. His prior roles include positions at French, Shepley & Strong, LLC, and Stevenson University. SC&H Wealth is a multi-team registered investment adviser managing approximately $1.23 billion in assets. The firm serves individuals, trusts, estates, retirement plans, small businesses, and charitable organizations using a team-based, planning-driven approach that integrates tax and estate considerations into asset allocation and monitoring.

Clifford Athey is a financial advisor at Marathon Capital Management with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Marathon since 2015. Marathon Capital Management is a discretionary investment adviser serving high-net-worth individuals, trusts, estates, and charitable organizations. The firm manages approximately $790 million across about 281 clients, focusing on a long-term growth-at-a-reasonable-price (GARP) investment philosophy with individualized discretionary portfolio management.

James Foxen is a financial advisor at Cornerstone Advisory with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kestra Financial, Brighthouse Securities, and MetLife Investors Distribution Company. Foxen has been with Cornerstone Advisory since 2019. Cornerstone Advisory provides discretionary portfolio management, financial planning, pension consulting, and sub-advisory services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a planning-first approach with wealth forecasting and probability analysis, integrating traditional and alternative investment strategies, and manages approximately $2.25 billion in discretionary assets.

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.

Nicholas Distefano is a financial advisor at SC&H Wealth with a Series 65 designation and three years of industry experience. He has been with SC&H Financial Advisors, Inc. since 2016. In addition to his advisory role, he provides tax planning and accounting services as an enrolled agent for clients of both SC&H Financial Advisors and its parent company, SC&H Group. SC&H Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs a planning-driven approach that integrates tax and estate considerations, managing portfolios primarily through mutual funds and ETFs with regular reviews.

Ilene Salcman is a financial advisor at The L. Warner Companies, Inc. with 26 years of industry experience. She holds a Series 66 designation and has been associated with The L. Warner Companies since 1998 and M Holdings Securities, Inc. since 2006. The L. Warner Companies serves high-net-worth individuals, trusts, estates, retirement plans, corporations, non-profits, and other business entities by providing financial planning, investment management, and consulting services. The firm manages diversified portfolios through a research-driven process and offers fiduciary plan services alongside third-party manager programs.

Genevieve Crisera is a CFP® professional with 15 years of industry experience. She currently serves at Berman McAleer and previously worked at Kestra Advisory and L. Warner Companies, Inc. Berman McAleer offers holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm employs a discovery-based planning process and utilizes a segmented investment approach overseen by an Investment Committee, managing approximately $1.82 billion on a discretionary basis.

Robin Patalon is a Certified Financial Planner® with 24 years of industry experience, currently serving at SC&H Wealth. He has worked at SC&H Financial Advisors, Inc. since 1999 and spent eight years at Triad Advisors, Inc. Robin is a director of SC&H Group, Inc., the parent company of SC&H Financial Advisors, and volunteers on the MACPA Personal Financial Planning Committee. He is also available as a substitute yoga teacher. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations. The firm employs a team approach combining financial planning, asset management, retirement consulting, and tax preparation, generally managing client accounts on a discretionary basis with a focus on mutual funds, ETFs, and technology-driven planning platforms.

Brian Carroll is a CFA® charterholder with eight years of experience, currently serving as an advisor at Berman McAleer since 2018. He previously worked at WMS Partners, LLC, and has teaching experience from Johns Hopkins Carey Business School. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm employs a discovery-based planning process and an Investment Committee that structures portfolios across equity, fixed income, and alternatives, managing approximately $1.82 billion on a discretionary basis.

Thomas Mc Andrew is a financial advisor with The Marshall Financial Group LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining The Marshall Financial Group in 2021, he worked at Raymond James Financial Services, Inc. and CVI Financial LLC. In addition to his advisory role, he serves as a Client Service and Operations Specialist at Marshall Financial Group. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing fee-based asset management, investment analysis, and planning services. The firm creates individualized portfolios based on client risk tolerance and objectives, offering both discretionary and non-discretionary management along with held-away asset monitoring and educational seminars.

Andrew Hasz is a financial advisor at The Marshall Financial Group LLC with four years of industry experience. He holds a Series 66 designation and has worked with firms including Purshe Kaplan Sterling Investments and IMPAQ International LLC. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by offering portfolio management, investment analysis, and planning services. The firm provides fee-based asset management with individualized portfolios based on client risk tolerance and objectives, utilizing third-party software and asset-allocation models.