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.

Neal Bobys is a financial advisor at Research Financial Strategies with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Research Financial Strategies and Reutemann Financial Solutions since 2013. Outside of advisory work, he serves as Vice President and Treasurer of eCruisers.com LLC, a shuttle cart transportation company, and is involved in media buying through Executive Media Communications, Inc. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, including high-net-worth clients, as well as pension plans and trusts. The firm employs a technical analysis and active trading approach with proprietary indicators and focuses on risk mitigation through a disciplined sell-side strategy, primarily using ETF-centric portfolios managed on a discretionary basis.

Michael Creamer is a CFP® professional with 29 years of experience in the financial services industry. He is currently associated with Glass Jacobson Wealth Advisors and has worked at Mercer Advisors Tax Services LLC, Mercer Global Advisors Inc., Triad Advisors Inc., National Planning Corporation, and Medallion Advisory Services, LLC. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, and various retirement plans, trusts, estates, and charitable organizations. The firm employs a holistic, household-level investment approach overseen by an investment committee, and manages portfolios using diversified vehicles including mutual funds, ETFs, corporate and municipal debt, and alternative fixed-income investments.

Alan Menase is a CFP® with eight years of industry experience. He currently works at West Financial Services, Inc., where he has been since 2025. Prior to joining West Financial Services, he was with The Vanguard Group for three years and Mallard Financial Partners for eight years. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser serving individuals, retirement and profit sharing plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation strategy with a long-term focus, managing roughly $2.8 billion in client assets.

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.

Josephine Bojang is a financial advisor at Axiom Value Wealth Management LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Truist Investment Services and Securities America, Inc. She is also the founder and president of Axiom Value, LLC, an investment, insurance, and retirement planning firm. Axiom Value Wealth Management LLC serves individual and high-net-worth clients through a small team, providing portfolio management, financial planning, and retirement education. The firm’s investment approach integrates fundamental and quantitative methods and offers both discretionary management and educational workshops.

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.

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.

Kimberly Basenback is a Certified Financial Planner™ (CFP®) with 13 years of industry experience. She has been with Financial Services Advisory, Inc. since 2013. Kimberly holds the Series 66 license and is based in Rockville, MD. She is part of FSA Wealth Partners, a fee-only fiduciary registered investment adviser that manages approximately $820 million across about 700 clients. The firm serves individuals, business owners, foundations, trusts, and retirement accounts using both actively managed and passive investment strategies informed by technical and fundamental analysis.

Mary Ann Drucker is a financial advisor at FSA Wealth Partners in Rockville, MD, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Financial Services Advisory, Inc. since 2015. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, and retirement plans. The firm uses a technical analysis-based investment process combined with fundamental review and offers a multi-advisor team managing approximately three-quarters of a billion dollars in assets.

Victor Trebules III is a CFP® with 21 years of industry experience and has been with Landolt Securities, Inc. since 2013. He is based in Rockville, MD, and holds Series 63 and Series 65 licenses. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages $137.8 million in regulatory assets, focusing on fundamental analysis and a majority allocation in small-cap growth stocks, while offering both discretionary and non-discretionary portfolio management.

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.

Joseph Caputo is a CFP® certificant with 18 years of industry experience. He has been with Baltimore-Washington Financial Advisors since 2012. The firm serves individuals, families, trusts, estates, foundations, and nonprofit organizations with fee-only wealth management, offering financial planning, portfolio management, integrated tax services, and business services. Baltimore-Washington Financial Advisors operates a team-based, holistic model that integrates investment strategies with clients’ goals and tax situations, supported by an Investment Committee and specialized services such as retirement planning using Monte Carlo analysis.

Dana Sippel is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Financial Specialist™ (PFS™) with 23 years of industry experience. She has been with Glassman Wealth Services, LLC since 2017 and previously worked at West Financial Services, Inc for eight years. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored portfolio approach using various investment vehicles and incorporates private investment fund valuations and planning tools to integrate non-managed assets into client advice.

Tyler Cunningham is a CFP® professional with nine years of industry experience, currently serving as an advisor at Baltimore-Washington Financial Advisors. Before joining the firm in 2021, he worked at T. Rowe Price from 2016 to 2021. Baltimore-Washington Financial Advisors provides fee-only wealth management services to individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs a team-based, holistic approach that integrates investment management, tax services, and business advisory to align strategies with clients’ goals and tax situations.

Richard Andrews is a financial advisor with Advocate Investing Services, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Advocate Investing Services since 2016 and has been associated with LPL Financial since 2005. Advocate Investing Services is a team-based registered investment adviser managing approximately $154 million for about 211 clients, including individuals, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and risk tolerance, utilizing fundamental and technical analysis, and discloses the use of derivatives such as options and futures within separately managed accounts.

Michael Zarrelli is a CFP® professional with five years of experience in financial advisory roles. He currently works at Foundry Financial LLC and previously held positions at Financial Services Advisory, Inc. and PNC Financial Services. Outside of finance, his work history includes roles in the food service industry. Foundry Financial LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and charitable organizations. The firm uses risk-based, diversified portfolios and employs various analytical methods while maintaining adviser-held discretion to manage client portfolios.

Karen Schaeffer is a CFP® professional with 35 years of experience in financial advising. She has been with Schaeffer Financial LLC since 2004 and previously worked at FSA Wealth Partners for 14 years. She serves on the board of directors for the Lincoln Institute of Land Policy, a nonprofit private operating foundation. Schaeffer Financial LLC serves individuals and families, with a particular focus on federal government employees and foreign nationals holding G-IV visas. The firm combines financial planning with portfolio management, employing diversified asset allocation and both fundamental and technical analysis, while emphasizing risk management and offering education through seminars and workshops.

Sean Flynn is a CFP® and CFA® credentialed advisor with three years of industry experience. He is currently with PlanVest Financial, Inc. and previously worked at Knollwood Investment Advisory and PNC Bank. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients, offering comprehensive wealth planning and investment management through various engagement models. The firm customizes portfolios using a combination of fundamental, technical, cyclical, and charting analyses, and manages approximately $176 million for about 300 client relationships.

Eric Hilderbrand is a financial advisor at AtCap Partners, LLC in Rockville, MD, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior work includes 13 years at National Securities Corporation and four years at Ceros Financial Services, Inc. AtCap Partners provides investment management and financial planning for individual clients, pension plans, trusts, estates, and corporate entities. The firm uses a combination of fundamental and technical analysis, including market-timing strategies, and offers access to proprietary strategies, sub-advisors, and third-party managers through the Envestnet platform.