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.

Katherine Groce is a financial advisor with Prostatis Financial Advisors Group in Hanover, MD, holding a Series 66 designation and 14 years of industry experience. She previously worked at Peak Brokerage Services LLC and Taylor Capital Management Inc. Groce manages client service operations and assists with financial planning within her firm. Prostatis Financial Advisors Group serves individuals, high-net-worth clients, and various institutions with investment management and financial planning, utilizing a top-down, tactical asset-allocation strategy that includes sector rotation and oversight of third-party managers employing AI and machine-learning models.

Bernard Kavanagh is a financial advisor with EquityCompass Investment Management, LLC in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Stifel, Nicolaus & Company, Incorporated since 2013 and has been with Equity Compass Strategies since 2011. EquityCompass Investment Management provides model portfolios and discretionary investment management to financial intermediaries, institutions, and individual clients. The firm uses a research-driven, rules-based process that combines fundamental and quantitative analysis to implement focused, diversified, equal-weighted portfolios across various asset classes and strategies.

Andrew Bellamah is a financial advisor at BNB Wealth Management, LLC in Silver Spring, MD, holding Series 63 and Series 65 licenses with 35 years of industry experience. He is also involved in managing multiple commercial and industrial real estate entities across several states. BNB Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and retirement plan sponsors. The firm provides portfolio management, financial planning, pension consulting, and participant education, utilizing diversified portfolios and client-specific investment policies.

Thomas Arnold is a financial advisor at Sentinel Asset Management, LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Sentinel in 2025, he worked at Eagle Strategies and New York Life in various capacities from 2013 through 2025. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients, offering comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach combining fundamental, technical, and cyclical analysis, with continuous account monitoring and due diligence when using third-party managers.

Michael Canet is a financial advisor with Prostatis Financial Advisors Group in Hanover, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Peak Brokerage Services LLC and TCM Securities, Inc., alongside operating his own law practice since 1997. He serves on the board of a nonprofit organization. Prostatis Financial Advisors Group manages approximately $509 million in client assets through a team of about 18 advisors, serving individuals, high-net-worth clients, and various institutions. The firm employs a top-down, macro-environmental approach to tactical asset allocation, utilizing both customized and model portfolios, and offers a range of investment and financial planning services.

Tanya Rapacz is a CFP® with 17 years of experience in the financial industry. She has worked at The Advisory Group of San Francisco, LLC since 2023 and previously held roles at Arthur Stein Financial, LLC and Zeiders Enterprises. Outside of financial advising, she owns and operates The Partnership Resource, where she provides consulting on mergers, conflict resolution, and succession, and speaks and writes on these topics. The Advisory Group of San Francisco, LLC is a fee-only advisory firm serving individuals, foundations, endowments, and retirement plans. The six-advisor team manages approximately $810 million, employing a blend of modern portfolio theory, fundamental and quantitative analysis, active and passive mutual funds, and periodic portfolio rebalancing.

Joseph Fischetti is a financial advisor with Delta Financial Advisors, Inc. in Kensington, MD, holding a Series 65 credential and 29 years of industry experience. He has worked with Delta Financial Advisors since 1996 and has held roles at Regulus Financial Group and Beacon Global Advisor Network. Outside of his advisory work, he serves as the Sargent at Arms for the Exhiled Soul Motorcycle Club, assisting with club operations on a volunteer basis. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm offers customized asset-allocation strategies and integrates advisory services with in-house accounting and an affiliated insurance agency.

Callie Brooks is a CFP® professional at &Wealth Partners in Baltimore, MD, with three years of industry experience. Prior to joining &Wealth Partners, she worked at Comerica Bank and Wells Fargo Bank, N.A., among other roles. &Wealth Partners provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios primarily through independent investment managers and exchange-traded funds, applying fundamental analysis with ongoing monitoring and formal reviews.

Roger Desai is a financial advisor with Lynx Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at several firms, including United Planners Financial Services and The Patriot Financial Group, and serves as adjunct faculty at Howard Community College. Desai is also a vice president of a local condominium association, reflecting involvement in community activities. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, manager research, and portfolio monitoring. The firm builds customized allocations typically implemented through vetted third-party managers and offers both discretionary and non-discretionary portfolio management.

Connor Wilson is a financial advisor at Elite Income Advisors, Inc. in Ellicott City, MD, holding a Series 65 designation with two years of industry experience. Prior to joining Elite Income Advisors, he worked in various roles including at CVS Pharmacy and York College of Pennsylvania. He is also an independent insurance agent based in Ellicott City. Elite Income Advisors serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm provides financial planning, discretionary portfolio management, and pension consulting, utilizing model portfolios and third-party managers while emphasizing participant education and employee communications for retirement plans.

Max Pflugrad is a Series 65-licensed financial advisor with Baltimore-Washington Financial Advisors, where he has worked since 2021. He has three years of industry experience and previously worked at Towson University and Calvert Hall High School. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs a model portfolio investment approach overseen by an investment committee and integrates financial planning with tax advisory and business-related services to a large client base through standardized, scalable processes.

Bobby Thomas is a financial advisor at EquityCompass Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel and Choice Financial Partners since 2007. EquityCompass provides model portfolios, discretionary management, and investment commentary primarily to financial intermediaries, sponsor firms, and institutional clients, while also serving individual and trust accounts. The firm combines fundamental analysis with quantitative, rules-based models to construct focused, generally equal-weighted strategies across multiple asset classes.

Ryan Klinger is a financial advisor with Lafayette Investments, Inc. in Ashton, MD, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Lafayette Investments since 2005. Lafayette Investments is a SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charities, and business entities with discretionary portfolio management. The firm employs a long-term, low-turnover investment approach focused on fundamental and qualitative security analysis, managing portfolios that include equities, fixed income, mutual funds, and ETFs.

Nicholas Angelis is a financial advisor at Delta Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has been with Delta Financial Advisors since 2009. Outside of his advisory role, he works part-time as an administrative assistant to a representative at Regulus Advisors. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm offers customized asset-allocation strategies and integrates advisory services with in-house accounting, tax preparation, and an affiliated insurance agency.

Matthew Smiler is a ChFC® credentialed financial advisor with seven years of industry experience. He has worked at Baltimore-Washington Financial Advisors since 2019 and previously spent seven years at Katzabosch. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and non-profit organizations. The firm employs a team-based, holistic approach that integrates financial planning, portfolio management, tax services, and business advisory support.

Michael Marsh is a financial advisor at Princeton Global Asset Management LLC with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Northern Trust, Rockefeller & Co., and Merrill. Marsh serves as a board member for Jesuit Volunteer Corps USA, providing guidance on program growth. Princeton Global Asset Management offers discretionary investment supervisory services and financial planning to individuals, pension plans, foundations, and endowments. The firm employs a fundamentally driven investment process that integrates global macro, currency, and geopolitical analysis to create customized portfolios, often using third-party platforms for held-away account management and independent manager allocations.

Monica Carlos is a financial advisor at Audible Wealth Management with a Series 65 designation and two years of industry experience. She previously worked at Northwestern Mutual and has experience in education through roles at Antelope Valley College and California State University. In addition to her advisory work, Monica is a licensed life insurance agent. Audible Wealth Management serves individual clients, including high-net-worth households, business development clients, and retirement plans by providing financial planning and portfolio management. The firm employs a diverse investment approach incorporating fundamental, quantitative, and technical methods, and offers distinctive services such as a wrap-fee program, bill-pay services, and free educational seminars.

William Friedrich is a CFP® professional with 13 years of industry experience. He is currently with Accelerate Retirement and has previously worked at NFP Retirement, Inc. and BlackRock. In addition to his advisory role, he is a licensed insurance agent and recommends certain insurance products on a commission basis. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term allocation approach, customizing portfolios with a range of investment vehicles while adjusting for client objectives and market conditions.

Mark Hughes is a financial advisor at Lafayette Investments, Inc. with 32 years of industry experience. He holds a Series 65 designation and has been with Lafayette Investments since 2005. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm emphasizes fundamental and qualitative security analysis, mutual fund and ETF due diligence, and a long-term, low-turnover investment approach.