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.

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.

Donald Mattran Jr. is a financial advisor with Foundry Wealth Advisors, LLC in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Foundry Wealth Advisors and its predecessor entity since 2016. Outside of his advisory role, he is co-owner of Matador Holdings, LLC, which provides advertising services for Foundry Wealth Advisors at PCA driving events. Foundry Wealth Advisors serves individual and high-net-worth clients, offering portfolio management and comprehensive financial planning. The firm uses model portfolios tailored to client risk profiles and specific needs, managing assets primarily on a discretionary basis through a four-advisor team.

Elliot Pepper is a CFP® professional with six years of experience currently with Northbrook Financial in Baltimore, MD. He is also a CPA and Managing Member of Northbrook Tax, LLC, a tax planning and preparation firm. In addition, he teaches financial literacy at Beth Tfiloh Dahan Community School. Northbrook Financial provides investment management and financial planning primarily to individual and high-net-worth clients, as well as employer-sponsored retirement plans. The firm uses a tailored approach combining multiple analytical methods and modern portfolio theory, managing approximately $108.8 million in discretionary assets for around 127 clients with a two-advisor team.

H. Joseph Parnes is the president of Technomart RGA Inc. and has 4 years of industry experience as a financial advisor. He has been associated with Stern Investment Advisors, LLC since 2006. Technomart RGA Inc. is a longstanding firm based in Baltimore, MD.

Alec Sunners is a CFP® professional with three years of industry experience, currently serving at The Financial Consulate since 2020. Prior to his advisory role, he worked at Saucon Valley Country Club from 2016 to 2019 and was a student until 2021. The Financial Consulate provides comprehensive financial planning and investment management services to individuals, corporate retirement plans, and institutional clients. The firm employs a "Risk Opportunity Investing" approach that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis, and integrates tax and accounting services alongside its advisory offerings.

Alexander Barron is a financial advisor with VSM Wealth Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Van Sant and Mewshaw Securities and its related entities since 1992. VSM Wealth Advisory serves individuals, families, trusts, estates, and employee benefit plans by providing discretionary investment management and integrated wealth-advisory services under a fee-only, asset-based model. The firm focuses on asset allocation using index mutual funds and ETFs, incorporates tax-aware strategies, and offers coordinated planning services within its advisory relationships.

Angelo Romano is a CFP® with six years of experience in the financial services industry, currently serving as an advisor at SC&H Wealth. His prior experience includes roles at MECU, ADP, and APGFCU. In addition to his advisory work, he is a licensed insurance agent involved in the sale of insurance-related products. 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 CPAs and CFP® professionals to provide tailored financial planning, asset management, retirement consulting, and tax preparation services.

Patrick Ryan is a Certified Financial Planner® with 10 years of industry experience. He is currently with Cornerstone Advisory and previously worked at Equity Services, Inc. and Worthington Financial Partners. He is also a licensed independent insurance agent. Cornerstone Advisory serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a planning-first investment approach that incorporates probability-based wealth forecasting and manages most client relationships on a discretionary basis, with a focus on both traditional and alternative investments.

Jacob Adkins is a CFP® and holds a Series 65 license with six years of industry experience. He has been with The Kelly Group since 2018, following prior roles at AXA Advisors, First National Bank, and Salisbury University. The Kelly Group serves individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing approximately $1.13 billion in assets for over 1,000 clients through a team of 15 advisors. The firm employs a team-based approach with diversified model allocations, primarily using institutional mutual funds and active managers, combined with ongoing monitoring and behavioral coaching.

Joseph Colman is a CFP® with six years of industry experience, currently serving as a financial advisor at Colman Knight Advisory Group, LLC since 2019. Prior to joining the firm, he worked at JP Morgan for two years and spent four years at Kenyon College. Outside of advisory work, he serves as a trustee for two non-investment related family trusts, overseeing maintenance, accounting, and tenant management. Colman Knight Advisory Group is a fee-only, SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, consulting, and portfolio management services. The firm employs a fundamentally oriented, global buy-and-hold investment approach with individualized policy statements and offers both project-based and comprehensive planning on fixed-fee or retainer arrangements.

Judith Brown is a Certified Financial Planner (CFP®) with 16 years of industry experience. She is a principal at SC&H Group, a parent company of SC&H Wealth, where she has worked since 2022. Prior to that, she held advisory roles at Berman McAleer and Valic Financial Advisors. Outside of her advisory duties, she serves on the Maryland Association of CPAs Personal Financial Planning Committee and holds a Treasurer/Secretary position on her local HOA board. SC&H Wealth is a multi-team registered investment adviser managing approximately $1.23 billion in assets for individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs a team-based, planning-driven approach that incorporates tax and estate planning into portfolio construction, primarily using mutual funds and ETFs, and offers discretionary portfolio management alongside retirement plan consulting and tax preparation services.