Gary Williams is a CFP® with 32 years of experience in the financial industry. He is a founding member of Williams Asset Management and previously worked at Commonwealth Financial Network and Ameriprise. Williams is the author of the book "Art of Retirement" and holds several nonprofit board roles, including chairing the investment committee at the Y of Central Maryland and serving on the Mount St. Joseph High School Investment Committee. Williams Asset Management provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a range of investment strategies including fundamental and quantitative analysis, long-term trading, and options, with portfolios tailored to client risk tolerance and time horizon.

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.

Allison Brown is a CFP® professional with 14 years of industry experience, currently serving at BrightPath Wealth Advisors LLC. She has been with BrightPath since 2012 and also operates as a sole proprietor providing insurance sales and services. Additionally, she is a managing member of BrightPath Retirement Solutions LLC, focusing on tax planning. BrightPath Wealth Advisors LLC serves individual and high-net-worth clients as well as corporate entities, offering discretionary portfolio management and comprehensive financial planning. The firm develops customized investment policy statements, employs fundamental analysis, and manages accounts with regular monitoring and periodic reviews.

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.

Annika Mitchell is a Series 65 licensed advisor at 1 North Wealth Services, LLC with one year of industry experience. Prior to joining the firm, she held various roles across several sectors including hospitality and education. 1 North Wealth Services provides discretionary investment management and financial planning to individuals, businesses, and charitable organizations. The firm employs an active, team-based approach using fundamental and technical analysis across multiple strategies, including an ESG option for interested clients.

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.

Samantha Harris is a CFP® with 10 years of experience in the financial industry. She is affiliated with Scarborough Capital Management and has worked there since 2015, also holding a position at Independent Financial Group, LLC since 2018. Scarborough Capital Management is an SEC-registered investment adviser managing approximately $1.4 billion for over 2,000 clients through a team of 13 advisors. The firm utilizes an asset-allocation framework and model portfolios to construct discretionary accounts, serving a mix of institutional and individual clients with portfolio management, financial planning, and consulting services.

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.

Ryan Ansted is a financial advisor with Scarborough Capital Management in Annapolis, MD, holding a Series 66 designation and 25 years of industry experience. He has worked at Independent Financial Group, LLC since 2018 and has been with Scarborough Advisors, LLC dba Scarborough Capital Management since 2013. Scarborough Capital Management is an SEC-registered investment adviser managing approximately $1.4 billion for over 2,000 clients through a team of 13 advisors. The firm primarily employs an asset-allocation framework and model portfolios to construct discretionary accounts, serving a diverse client base that includes institutional investors and individuals.

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.

Ryan Donahue is a CFP® professional at Curio Wealth, LLC with one year of industry experience. His prior roles include positions at Regscan, Inc, ASCD, and MainStreet Financial Planning. Ryan is based in Annapolis, MD. Curio Wealth provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans. The firm uses a variety of investment vehicles including no-load mutual funds and ETFs, and offers additional services such as standalone financial plans and tax preparation.

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.

Mary Hughes is a financial advisor with 17 years of industry experience, currently serving at 1 North Wealth Services, LLC. She holds the Series 65 designation and has been with Middleton Gardiner Group, LLC since 2005. 1 North Wealth Services provides discretionary investment management and financial planning to individuals, closely held businesses, retirement plans, estates, trusts, and charitable foundations. The firm employs an active, discretionary approach with multiple strategies, including a Sustainable Investing (ESG) option, and manages over $320 million in discretionary assets.

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.

Jeffrey Cardozo is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Scarborough Capital Management in Annapolis, MD, where he has worked since 2015, including roles at Independent Financial Group. He serves as a co-trustee on an irrevocable trust for his family at Morgan Stanley. Scarborough Capital Management is an SEC-registered investment adviser managing approximately $1.4 billion for over 2,000 clients through a team of 13 advisors. The firm utilizes an asset-allocation framework and model portfolios, including third-party models, to construct discretionary accounts and offers portfolio management, financial planning, educational seminars, and sub-advisory services 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.