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.

Michael Cooperman is a Series 65-licensed advisor at MJC Advisors, LLC, with 21 years at the firm and 12 years of industry experience. He is based in Lutherville, MD. MJC Advisors, LLC provides discretionary investment advisory services and fee-only financial planning to individuals, trusts, estates, pensions, and profit-sharing plans. The firm manages approximately $190 million in discretionary assets for about 83 clients, using asset allocation strategies based on Modern Portfolio Theory that incorporate mutual funds, ETFs, and selective individual equities.

Brian Woods is the principal of Woods Advisory Services LLC in Towson, MD, with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and Mutual Service Corporation. In addition to his advisory role, he owns and manages an accounting and tax practice, Woods & Associates, P.C. Woods Advisory Services LLC provides personalized financial planning and discretionary asset management to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes long-term, asset-allocation driven investing using lower-cost vehicles like index mutual funds and ETFs, tailoring portfolios to clients’ risk tolerance and goals.

Amber O'Neill is a financial advisor at Financial Dimensions, LLC, holding a Series 65 credential with three years of industry experience. Her prior roles include positions at First Financial FCU and Towson University. Financial Dimensions, LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm uses a strategic asset-allocation approach with index funds and ETFs as core holdings, complemented by active management, and offers additional tax preparation and insurance services.

Anne Claire Nornhold is a financial advisor at Garritt Financial Solutions LLC with three years of industry experience. She holds a Series 65 designation and has worked at Garritt Financial Solutions since 2023. In addition to her advisory role, she is co-owner of Blossom Laboratories. Garritt Financial Solutions provides financial planning and investment management primarily to individual clients and employer retirement plans. The firm follows a passive investment approach using low-cost index funds and ETFs and offers a range of planning services, including retirement, tax, and estate planning, along with employee benefits optimization.

Leonard Raskin is a CFP® and ChFC® with 39 years of industry experience. He is currently with Raskin Global Inc. and has prior experience at Guardian Life spanning 30 years. Outside of financial advising, he is a member and investor in a software system company called Currence. Raskin Global Inc. provides discretionary asset management and financial consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers customized investment programs, utilizing fundamental analysis, rebalancing, and quarterly reviews, and distinguishes itself by facilitating private real estate investments and employing leverage strategies through third-party platforms.

David Reidy is a financial advisor at First Growth Capital LLC with 13 years of industry experience and holds a Series 65 designation. His work history includes roles at ISGAM US LLC, The Parkridge Companies, LLC, and The Parkridge Group, LLC. First Growth Capital LLC provides financial planning and investment advisory services to individuals, families, trusts, foundations, separately managed accounts, and other advisory firms. The firm employs a combined top-down market and cash-flow analysis with proprietary security selection to construct diversified portfolios that include equities, fixed income, hard assets, alternatives, and derivatives, offering ongoing monitoring and rebalancing tailored to client-specific restrictions.

Shawn Miller is a financial advisor at Sovereign Financial Services, LLC in Phoenix, MD, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Sovereign Financial Services since 2010. Sovereign Financial Services provides comprehensive financial planning and discretionary portfolio management primarily for trusts, businesses, and organizations rather than individual retail clients. The firm employs a five-step planning process and emphasizes diversified allocations using low-cost index funds and conservative fixed income instruments, managing approximately $78.2 million in discretionary assets.

Todd Paradise is a CFP® with 25 years of industry experience, currently serving at WPG Financial Group, LLC in Baltimore, MD. His prior experience includes roles at United Planners' Financial Services of America and Cambridge Investment Research. In addition to his advisory work, he is an independent insurance agent. WPG Financial Group provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, business entities, and trusts. The firm employs a range of investment strategies across various asset classes and serves as general partner for affiliated private investment vehicles.

Jasmine Lamont is a financial advisor at Opulentia, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at T. Rowe Price and the Bahá’í Atlantic Region. Opulentia provides wealth management, financial planning, investment and portfolio management, and consulting services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and certain corporate and retirement plan clients. The firm constructs customized portfolios using mutual funds, ETFs, and third-party managers, emphasizing manager selection and regular portfolio reviews.

Kenneth Mc Quay is a financial advisor at Hergenroeder Financial Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, Merrill, LPL Financial, and Equitable Advisors. Before entering financial services, his background includes roles in the food and hospitality industry and attendance at the University of Maryland–College Park. Hergenroeder Financial Advisors serves individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations with portfolio management and financial planning services. The firm employs an investment approach that blends active and passive funds, emphasizes asset allocation and risk management, and offers clients access to both advisory and commission-based implementation options.

Katharine Dudley is a financial advisor at Jemma Financial Services in Baltimore, MD, holding Series 65 and Series 63 licenses with six years of industry experience. She previously worked at Becket Hitch, LLC and J. Hillburn Consultant before joining Jemma Investment Advisors LLC in 2018. Dudley also serves as the operations manager at JFS Advisory, a registered investment advisor. Jemma Financial Services manages approximately $140 million for individual investors, pension plans, charities, and other entities. The firm offers discretionary portfolio management based on five risk-targeted model portfolios and integrates financial planning using MoneyGuidePro as part of its portfolio services.

Randy Packett is a financial advisor at Chesapeake Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chesapeake Capital Management since 2015, previously serving at Sageguard Investment Advisory Services and Chesapeake Financial Solutions, where he remains active as a licensed insurance agent. Outside of finance, he is CEO and board member of Regalworks Media, an independent film studio, and is a partner in Evolved Hospitality Group, a restaurant and catering business. Chesapeake Capital Management, LLC serves individual and high-net-worth clients with portfolio management and financial planning services. The firm operates as a team of seven advisors, offering both discretionary and non-discretionary advisory solutions alongside client education and communications, and sponsors a wrap-fee program to provide bundled fee management options.

Deborah Doyle is a financial advisor at Partnership Wealth Management with eight years of industry experience. She holds a Series 65 designation and has worked at her current firm since 2016. Prior to this, she was employed at Loyola University of Maryland for four years. Partnership Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages customized discretionary portfolios using various analytical methods and offers tailored financial plans, with client assets held by qualified custodians.

Delante Greer is a financial advisor at Opulentia, LLC with four years of industry experience. He holds a Series 65 designation and has worked at American General Life Insurance, GEMC LLC, and Diamond Residential Mortgage Company. Outside of his advisory role, he serves as a site coordinator for Ani Development Group. Opulentia provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and certain corporate and retirement plan clients. The firm utilizes customized portfolios constructed with mutual funds, ETFs, and third-party managers, emphasizing regular monitoring and client reviews.

Patrick Bollinger is a financial advisor with Wealth Planning Group, holding a Series 66 designation and nine years of industry experience. He has worked at WPG Financial Group since 2018 and formerly held roles at United Planners' Financial Services of America and Cambridge Investment Research. Prior to his financial career, he was involved with Rouge Fine Catering and Towson University. Wealth Planning Group serves individual and high-net-worth clients, pension and profit-sharing plans, business entities, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes various investment vehicles, including mutual funds, ETFs, and private fund investments, supported by artificial intelligence tools under a formal AI policy.

Brian Silvestri is a financial advisor at Silvestri Financial and Tax Advisors, Inc with five years of industry experience. He holds a Series 65 designation and previously worked at Booz Allen Hamilton for 13 years, where he served as Lead Associate and Project Manager in the Strategic Innovation Group. Silvestri Financial and Tax Advisors provides financial planning, consulting, and tax-related advice to individuals, including high-net-worth clients, and corporate clients. The firm recommends third-party portfolio managers, offers insurance product recommendations, and hosts educational seminars primarily for retirement-age attendees, focusing on tailored financial plans and due diligence through the AssetMark platform.

Alexander Campbell IV is a financial advisor at A.G. Campbell Advisory, LLC with one year of industry experience. He previously worked at Stepstone Group LP for three years and spent six years in education before entering the financial sector. A.G. Campbell Advisory provides discretionary and non-discretionary investment management, financial planning, access to third-party managers, and family office services to individuals, high-net-worth families, and institutional clients. The firm manages approximately $403.9 million across a client base of 61, focusing on diversified portfolios and ongoing monitoring with options for both discretionary and non-discretionary account management.

Leonard Cooperman is a financial advisor at MJC Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at MJC Advisors since 2013. MJC Advisors, LLC provides discretionary investment advisory services and fee-only financial planning to individuals, trusts, estates, pensions, and profit-sharing plans. The firm manages approximately $190 million in discretionary assets for about 83 clients, implementing asset allocation strategies based on Modern Portfolio Theory using mutual funds, ETFs, and selective individual equities.

Ricky Rubin is a CFA® charterholder with 10 years of industry experience. He has worked at Tufton Capital Management from 2016 to 2025 and has been with Mercer Global Advisors Inc. since 2025. Tufton Capital Management is a fee-only, discretionary investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented investment approach focused on large U.S. companies and constructs portfolios across money market instruments, fixed income, and equities with low turnover.