Patrick Bollinger is a financial advisor with WPG Financial Group, LLC in Baltimore, MD, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at United Planners' Financial Services of America and Cambridge Investment Research, Inc., as well as experience outside finance in catering and university services. WPG Financial Group provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs a variety of investment analyses and strategies across multiple asset types and offers fiduciary services, ongoing account reviews, and reporting.

Brian Silvestri is a financial advisor at Silvestri Financial and Tax Advisors, Inc. with five years of industry experience. He holds a Series 65 credential and has a background that includes 13 years at Booz Allen Hamilton, where he served as a Lead Associate and Project Manager in the Strategic Innovation Group. Silvestri Financial and Tax Advisors, Inc. provides financial planning, consulting, and tax-aware planning services to individuals, including high-net-worth clients, and corporations. The firm primarily directs clients to third-party money managers after due diligence, using model allocations and tailored recommendations to align investments with client goals and risk tolerances.

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.

Lillie Hughes is a financial advisor at Foundry Wealth Advisors, LLC in Baltimore, MD, holding a Series 65 license with four years of industry experience. Prior to joining Foundry Wealth Advisors in 2021, she held roles at United Way of Central Maryland and Rutland Beard Floral Group, and she also spent several years affiliated with the College of William & Mary. Foundry Wealth Advisors serves individual and high-net-worth clients with ongoing portfolio management and comprehensive financial planning, utilizing model portfolios tailored to client risk profiles and specific financial needs. The firm manages approximately $163 million for about 66 clients through a team of four advisors.

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 15 years of industry experience. She is a principal at SC&H Group, the parent company of SC&H Financial Advisors, and has been with SC&H Financial Advisors since 2022. Prior to that, she worked at Berman McAleer for five years. Brown volunteers as a committee member for the Maryland Association of CPAs Personal Financial Planning Committee and serves as treasurer and secretary of her local homeowners association board. 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, offering financial planning, discretionary portfolio management, retirement plan consulting, and tax preparation services through a planning-driven approach that integrates tax and estate considerations.

James Rossman is a financial advisor at Buttonwood Financial Advisors, Inc. in Baltimore, MD, holding Series 63 and Series 65 licenses with 24 years of industry experience. He previously worked for Variphasе Financial Partners, LLC for 26 years before joining Buttonwood Financial Advisors in 2023. Buttonwood Financial Advisors provides 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 follows a disciplined investment process that includes fundamental analysis, mutual fund and ETF evaluation, and strategic asset allocation.

Justin Linthicum is a CFP® at Financial Consulate with seven years at the firm and five years of industry experience. He previously worked at Offit & Roth, P.A. and Katz, Abosch, Windesheim, Gershman & Freedman, P.A. Financial Consulate serves individuals, retirement plan sponsors, and institutional clients with comprehensive financial planning, investment management, and retirement plan consulting. The firm integrates tax and accounting services with its advisory offerings and employs a proprietary “Risk Opportunity Investing” approach combining tactical asset allocation with fundamental, macroeconomic, and technical analysis.

Francis Frisch is a financial advisor with Chapin Davis in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Chapin Davis since 2009. Outside of advisory work, he acts as an independent contractor sales agent for Chapin Davis Insurance, focusing on variable and fixed insurance products. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts, managing approximately $539 million in assets. The firm employs a range of investment strategies and offers discretionary and non-discretionary portfolio management through a multi-advisor team.

Christopher Blair is a CFP® with 12 years of experience in the financial services industry. He has been with Van Sant & Mewshaw, Inc. since 2014 and holds a Series 65 license. Blair is based in Hunt Valley, MD, and is part of a five-advisor team at VSM Wealth Advisory, LLC. VSM Wealth Advisory serves individuals, families, trusts, estates, and employee benefit plans by providing discretionary investment management combined with integrated wealth-advisory services on a fee-only, asset-based model. The firm uses an asset-allocation framework primarily with index mutual funds and ETFs and incorporates tax-aware portfolio management techniques alongside personalized indexing and unified managed account structures.

William Sweigart is a Series 66-licensed financial advisor with over 31 years of industry experience. He has worked with Global Brokerage Services, Inc. since 1994 and is also a partner at Johnson & Sweigart, where he is involved in account and tax preparation for individuals and small businesses. Sweigart serves as Vice President of Universal Asset Management, Inc., overseeing affiliated companies. Global Brokerage Services (GBS) serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account/UMA offerings. The firm combines broker/dealer and investment adviser registrations to provide non-discretionary advice using third-party sub-managers and model portfolios, supported by a six-advisor team.