Jaewon Lee is a CFP® with 10 years of industry experience, currently serving as a financial advisor at SC&H Wealth since 2015. He also provides tax planning and accounting services, including the preparation and filing of individual and investment partnership tax returns. Outside of his advisory work, Lee is an independent distributor of Amway products and serves as a volunteer member of the MACPA Personal Financial Planning Committee. SC&H Wealth is a multi-team registered investment adviser managing approximately $1.23 billion in assets, serving individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses a planning-driven, team-based approach integrating tax and estate considerations, with portfolios primarily constructed of mutual funds and ETFs and reviewed at least annually.

Adam Murray is a CFP® professional with 13 years of industry experience. He is currently with Berman McAleer and previously worked at Kestra Advisory and Sei Investments. Berman McAleer serves individuals, business entities, trusts, estates, and retirement plans with holistic financial planning and discretionary portfolio management. The firm employs a discovery-based planning process and an Investment Committee that structures portfolios into long-term, short-term, and intermediate segments, combining fundamental and quantitative research in its management approach.

Susan Mitcheltree is a CFP® with 21 years of industry experience and currently serves as a financial advisor at Berman McAleer. Her prior experience includes nine years at Kestra Advisory and 15 years at Kestra Investment Services, LLC. She is a member of BMc Holdings LLC, where she is a passive investor. 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 implements portfolios using a combination of fundamental and quantitative analysis across equity, fixed income, and alternative segments.

Clint Clifford is a financial advisor at Prasad Wealth Partners with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Prasad Wealth Partners provides personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm focuses on customized planning and fundamental analysis with a long-term orientation, employing a range of investment vehicles including mutual funds, ETFs, equities, and derivatives when appropriate.

Ryan Frank is a financial advisor at SC&H Wealth with 15 years of industry experience. He holds a Series 66 credential and has worked at Triad Advisors, Inc. and SC&H Financial Advisors. Frank is also a principal of SC&H Group, the parent company of SC&H Financial Advisors, where he manages and coordinates business activities. SC&H Wealth is a multi-team registered investment adviser with around 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 team-based, planning-driven approach that integrates tax and estate considerations into portfolio construction and monitoring.

Tyler Kang is a financial advisor at The Marshall Financial Group LLC with Series 66 and Series 63 registrations and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling, Bank of America, Merrill, and JPMorgan. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, investment analysis, and planning services through fee-based asset management. The firm uses third-party software and asset-allocation models to design individualized portfolios and offers both discretionary and non-discretionary management.

John Armstrong is a CFP® professional with 16 years of industry experience, currently serving at The Marshall Financial Group LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Pacer Financial, T. Rowe Price, and Campbell & Company. He is dually registered with Purshe Kaplan Sterling as a broker-dealer. The Marshall Financial Group LLC is a team-based registered investment adviser managing approximately $593 million in assets for individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm builds individualized portfolios using mutual funds, ETFs, and managed stock sleeves, employing asset-allocation models and third-party software to guide investment selection and risk management.

Angus Burton is a financial advisor with Marathon Capital Management in Hunt Valley, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Marathon Capital Management since 2006 and previously worked at RBC Dain Rauscher beginning in 2002. 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 with an explicit fiduciary stance on retirement rollovers.

Roger Bair III is a CFP® professional with 27 years of industry experience, currently serving at Financial Consulate since 2008. He holds Series 63 and Series 65 licenses and works from Westminster, MD. Financial Consulate serves individuals, including high-net-worth clients, retirement plan sponsors and participants, 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 follows a proprietary “Risk Opportunity Investing” approach that combines active tactical asset allocation with fundamental and macroeconomic analysis.

Melanie Hagan is a financial advisor at Berman McAleer with 21 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Kestra Advisory and Kestra Investment Services. Outside of her advisory role, she serves on the advisory board of the Cool Kids Campaign and is a member of the Board of Trustees at Maryvale Preparatory School. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans, managing approximately $1.82 billion on a discretionary basis. The firm’s investment process integrates fundamental and quantitative analysis and structures client portfolios into long-term equity, short-term fixed income, and intermediate alternatives segments.

Brett Holmes is a financial advisor at Berman McAleer with 14 years of industry experience. He holds the CFP® and CFA® designations as well as the Series 66 license. Prior to joining Berman McAleer in 2025, he spent nine years at Kestra Advisory and thirteen years at Kestra Investment Services, LLC. Holmes serves as president of the Loyola Blakefield Alumni Association, where he leads meetings and helps coordinate fundraising efforts for scholarships and school campaigns. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm’s investment approach includes a discovery-based planning process and an Investment Committee that structures portfolios across long-term equity, short-term fixed income, and intermediate alternative segments.

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.

Peter Mcgratty is a CFA® charterholder with over a decade of experience in the financial industry. He has worked at Pinnacle Advisor Solutions, Congress Wealth Advisor Solutions, and Precursor Asset Management before joining Verdence Capital Advisors, LLC. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis in its investment decisions and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Leo Kelly is a financial advisor with Verdence Capital Advisors, LLC, holding a Series 66 designation and 28 years of industry experience. He has worked at Verdence since 2017 and concurrently at Independent Access Partners since 2019. Outside of his advisory role, he serves as a board member and shareholder of Devils River Holdings LLC, a holding company for a whiskey distillery. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting through specialized teams and employs a mix of fundamental, technical, and cyclical analysis to guide investment decisions.

Brian Grumbach is a CFP® professional with 28 years of industry experience. He has been with Verdence Capital Advisors, LLC since 2017 and previously worked at Hightower Securities, LLC and Hightower Advisors, LLC from 2012 to 2017. He is also a partner in Hunt Valley Partners, an investment partnership for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Polina Bolotnikova is a financial advisor at Founders Financial Securities LLC in Timonium, MD. She holds Series 63 and Series 65 designations and has been with the firm since 2023. Prior to joining Founders Financial, she held roles at Penn State York University, Hollywood Casino, HACC, and Karazin's Kharkiv National University. Outside of her advisory work, she is the founder of Maison Nouir LLC, an e-commerce business specializing in home décor boxes. Founders Financial Securities serves a broad range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to third-party asset managers, utilizing a variety of investment programs and a combination of advisory, broker-dealer, and insurance services.

Ayaz Hasan is a CFP® and holds a Series 66 designation, with 17 years of experience in the financial services industry. He is currently with Verdence Capital Advisors, LLC and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and consulting through specialized teams such as family office services and a Sports & Entertainment practice. The firm employs a mix of fundamental, technical, and cyclical analysis for investment decisions, utilizing a range of strategies and investment vehicles tailored to client objectives.

Carol Hopkins is a financial advisor at Verdence Capital Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at PNC Bank NA for 21 years before retiring in 2020. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers, offering discretionary portfolio management and financial planning through specialized teams. The firm’s investment process uses fundamental, technical, and cyclical analysis across various investment vehicles and provides OCIO sub-advisory and consulting services to other registered advisers.

Devin Walsh is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at Park Avenue Securities, Chesapeake Brokerage, and Guardian Life Insurance Company. Beyond his advisory work, he serves as director of the Fellowship of Christian Athletics, aiding the organization’s growth and fundraising efforts, and holds leadership positions with the Calvert Hall College Alumni Association and The Center Club in Baltimore. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of IARs managing approximately $4.1 billion in client assets. The firm offers varied advisory platforms and niche services including 1031 exchange consulting and co-advised private wealth solutions, with investment strategies delegated to its representatives who provide discretionary and non-discretionary management.

Justin Allen is a CFP® certified financial advisor at Verdence Capital Advisors, LLC with five years of industry experience. He previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co for seven years, as well as at LPL Financial LLC. Verdence Capital Advisors serves individual clients across wealth levels, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm offers discretionary portfolio management, financial planning, and specialized services including family office, sports and entertainment advisory, and OCIO/sub-advisory solutions, using a multi-disciplinary investment approach that incorporates fundamental, technical, and cyclical analysis.