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.

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.

Lindsay Dryden is a financial advisor at Black Diamond Financial, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and serves on the boards of CDS Logistics, Washington E-Sports Ventures, and Lindblad Expeditions Holdings. Her career includes roles at Mountain Top I, LLC, Nesco Holdings, and Cision Ltd. Black Diamond Financial, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering portfolio management and financial planning services. The firm emphasizes asset allocation and low-cost, tax-efficient, index-based strategies, supplemented when appropriate by institutional-quality private investments.

Schuyler Engelhardt is a CFP® and holds a Series 66 license, with 15 years of industry experience. He is affiliated with Armstrong Dixon in Baltimore, MD, and has been associated with Ade LLC and LPL Financial LLC since 2013. Outside of his advisory work, Engelhardt engages as an educational speaker. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a strategic, diversified global asset-allocation approach that integrates both active and passive management, overseen by an investment committee and incorporating specialized investment exposures.

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.

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.

Maxwell Kiely is a CFP® and Series 66-licensed financial advisor with six years of industry experience, currently serving with Red Oak Financial Group in Towson, MD. His prior experience includes roles at Osaic Wealth, Inc. and LPL Financial LLC. Outside of advising, he is a licensed insurance agent and a Notary Public. Red Oak Financial Group provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and qualified retirement plans. The firm manages approximately $1.04 billion in assets and uses proprietary model portfolios that combine ETFs and mutual funds with fundamental and technical analysis.

Steven Kurzweil is a financial advisor with Chapin Davis, Inc. He holds Series 65 and Series 66 licenses and has 25 years of industry experience. Kurzweil has been with Chapin Davis since 2007, including its affiliated entities, and has a background that includes a brief tenure at Cambridge Investment Research Advisors, Inc. He is also involved with Chapin Davis Insurance, Inc., where he serves as a sales agent and financial adviser for insurance products. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts. The firm manages approximately $539 million in assets and employs a mix of fundamental and technical analysis across discretionary and advisory-only portfolios.

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.

Graham Ewing is a CFP® professional with 11 years of experience in financial advising. He has been with The Financial Consulate Inc. since 2015. The Financial Consulate serves individuals, including high-net-worth clients, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management. The firm employs a "Risk Opportunity Investing" approach that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis, while also integrating tax and accounting services into its advisory offerings.

Todd Norris is a CFP® with 17 years of industry experience, currently serving at Mercer Global Advisors following their acquisition of Glass Jacobson Wealth Advisors. He previously worked at Glass Jacobson Wealth Advisors, Facet Wealth, Life Plan Financial, and Prime Investment Advisors. Glass Jacobson Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, trusts, estates, and charitable organizations, providing investment advisory and financial planning alongside integrated services such as tax preparation, accounting, business consulting, and litigation support. The firm uses a quarterly-investment committee approach focused on diversified asset allocation, managing accounts on a household basis with both discretionary and limited non-discretionary relationships.

William Leeb is a CFP® professional with 45 years of industry experience. He is currently with Financial Council, LLC, where he has worked since 2024, and he previously spent 17 years at Commonwealth Financial Network and 19 years with AIG Great Rate Plus Mortgage. Outside of his advisory work, he is a co-owner of Gin Mill, LLC, a real estate entity. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm utilizes model-based asset allocation strategies primarily using mutual funds, with a focus on quarterly market commentary and annual portfolio reviews.

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.

Michael Lavina is a financial advisor at Cornerstone Advisory with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Advisory since 2015. He also serves as Chief Operating Officer of Outcome Driven Strategies. Cornerstone Advisory serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and a private pooled investment vehicle. The firm employs a planning-first investment process and manages a diverse investable universe that includes traditional and alternative assets, while overseeing third-party managers and acting as advisor and manager to private pooled funds.

Joel Hosner is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with WBH Advisory, Inc. and has prior experience at Lynx Investment Advisory, LLC and RSD Financial. Before entering financial advisory, he worked at Baltimore City Public Schools for six years. WBH Advisory is a multi-advisor wealth management firm that serves individual, trust, retirement-plan, nonprofit, and corporate clients. The firm constructs individualized portfolios using fundamental equity analysis with a longer-term approach and integrates various technology platforms to support portfolio management and reporting.

Beth Rosenwald is a financial advisor at Indivisible Partners with 38 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including City National Bank, RBC Capital Markets, Citigroup Global Markets, and Legg Mason Wood Walker. Rosenwald serves on the boards of Ronald McDonald House Charities of Baltimore and the Baltimore Leadership School for Young Women, and is a committee member of United Way Women’s United. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm employs a strategic asset allocation approach overseen by an investment committee, offering active, passive, and blended strategies tailored to client risk profiles, along with access to alternative investments and integrated credit and platform solutions.

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.

Richard Tomaschefsky II is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Financial Council, LLC and has previously worked at Commonwealth Financial Network and Financial Council Asset Management Inc. Outside of advisory services, he is involved in fixed insurance sales. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs model asset allocation strategies primarily using mutual funds and conducts regular portfolio reviews.