Leo Lavezza is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Financial Consulate. His prior experience includes roles at First Financial Federal Credit Union and Towson University, as well as involvement with a family business. Financial Consulate provides comprehensive financial planning and investment management services to individuals, corporate retirement plans, and institutional clients. The firm integrates tax and accounting services with a Risk Opportunity Investing approach that combines active tactical asset allocation and fundamental, macroeconomic, and technical analysis.

Lyle Hardgrove is a financial advisor at CFM Advisors Inc with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CFM Advisors since 2018, following prior roles at Paychex Securities Corporation and Paychex, Inc. CFM Advisors serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans and corporate clients. The firm specializes in non-discretionary portfolio management and retirement plan advisory services, managing over $200 million in client assets outside of retirement plans and advising on more than $2.7 billion in 401(k) assets.

Robert Gill is a financial advisor at Cornerstone Advisory with 12 years of industry experience. He holds the Series 65 designation and has been with Cornerstone Advisory since 2013. Cornerstone Advisory serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and a private pooled investment vehicle. The firm employs a planning-first investment process with a broad investable universe that includes traditional and alternative assets, and it manages most client relationships on a discretionary basis.

David Zinreich is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Black Diamond Financial, LLC since 2013 and also operates Zinreich Equities. Black Diamond Financial, LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm focuses on asset allocation and low-cost, tax-efficient, index-based strategies, supplementing public market exposure with institutional-quality private investments when appropriate.

Lauren Madison is a financial advisor at The Kelly Group in Bel Air, MD, holding a Series 65 designation with three years of industry experience. She has worked at The Kelly Group since 2018 and previously held positions at PNC and Salisbury University. The Kelly Group serves individuals, families, trusts and estates, nonprofits, corporations, and qualified retirement plans, managing approximately $1.13 billion in assets across a team of 15 advisors. The firm employs a team-based model using diversified institutional mutual funds and active managers, offering services such as discretionary portfolio management and comprehensive financial planning.

Robert Tobin is a financial advisor at Black Diamond Financial, LLC with one year of industry experience. He previously worked at Persimmon Capital Partners for 11 years. Outside of his advisory role, Mr. Tobin serves on the boards of the Kevin E. Reichardt Foundation, a nonprofit providing scholarships to student-athletes, and two software companies, Saleswarp, Inc. and Redpoint Global, Inc. Black Diamond Financial advises individuals, pension plans, trusts, and other entities, offering portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and low-cost, tax-efficient, index-based strategies, supplemented when appropriate by institutional-quality private investments.

Isaiah Byrd Braxton is an advisor at Passive Capital Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at AllianceBernstein and the Cystic Fibrosis Foundation. Passive Capital Management manages nearly $1 billion in client assets through a team of eight advisors, serving individuals, business entities, pension plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment strategy, primarily utilizing index mutual funds and ETFs with a focus on minimizing trading costs and taxes.

Kimberly Silvestri is a financial advisor at Berman McAleer with 19 years of industry experience. She holds the Series 66 designation and previously worked at Kestra Advisory and Kestra Investment Services, LLC. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, businesses, trusts, estates, and retirement plans. The firm employs a discovery-based planning process and manages portfolios across long-term equity, short-term fixed income, and intermediate alternative segments, combining fundamental and quantitative research techniques.

Kyle Levickas is a financial advisor with The Marshall Financial Group LLC, holding a Series 66 designation and six years of industry experience. His prior work includes a seven-year tenure at Merrill along with roles in various other companies and educational institutions. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, investment analysis, and planning services. The firm offers customized portfolios based on clients’ risk tolerance and objectives, utilizes third-party software for asset allocation, and supplements its fee-based management with held-away asset monitoring and educational seminars.

Agostino Pugliese is a financial advisor at The Marshall Financial Group LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, SSN Advisory, Inc., and Securities Service Network, Inc. Pugliese occasionally provides advice related to fixed insurance as part of his professional activities. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm manages roughly $593 million in advisory assets and offers services including fee-based asset management, retirement and estate planning, and education planning, using individualized portfolios based on client risk tolerance and objectives.

Jessica Davis is an advisor with Global Brokerage Services, Inc. She holds the Series 66 designation and is based in Hunt Valley, MD. Jessica has no prior industry experience and has spent the last ten years as a homemaker. Global Brokerage Services serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account offerings. The firm operates with a six-advisor team and manages approximately $162.8 million in assets on a non-discretionary basis.

Brandon Oliver is a financial advisor with Oliver Wealth Management in Towson, MD, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms, including Hayden Royal LLC and American Wealth Management, Inc. Oliver is also a licensed insurance professional, dedicating approximately 10% of his business time to this activity. Oliver Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, corporations, trusts, and estates. The firm employs a long-term investment approach combining fundamental and technical analysis, tailoring portfolios to clients’ goals and risk tolerance.

Hope Fribush is a financial advisor at SC&H Wealth with a Series 65 credential and five years of industry experience. Prior to joining SC&H Financial Advisors in 2018, she worked for Baltimore County Public Schools from 2014 to 2018. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations, offering financial planning, asset management, retirement plan consulting, and tax return preparation through a team-based approach that includes CPAs and CERTIFIED FINANCIAL PLANNER® professionals.

Jeffrey Fountain is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Passive Capital Management, LLC since 2018. Prior to this, he worked at MML Investors Services and MassMutual from 2015 to 2018. In addition to his advisory role, he is involved as a sales agent in life, health, group life, group health, disability income, fixed annuities, and long-term care insurance. Passive Capital Management, LLC manages nearly $1 billion in client assets through a team of eight advisors and serves individuals, business entities, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, asset-allocation driven investment strategy focused on index mutual funds and ETFs, providing discretionary and non-discretionary management with regular rebalancing and performance measurement.

Jeffrey Nattans is a financial advisor at Black Diamond Financial, LLC with 26 years of industry experience. He holds a Series 65 designation and previously worked at Legg Mason & Co LLC and Sagamore Ventures. Outside of his advisory role, he serves as Chair of the Board of Trustees at Calvert Hall College High School and is on the boards of Catholic Charities of Baltimore and the Knott Scholarship Funds, participating in their finance and investment committees. Black Diamond Financial advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and tax-efficient, index-based strategies complemented by selective private investments, conducting regular account reviews and custodial reporting.

Christopher O’Shea is a CFP® professional with 23 years of industry experience and has been with The Financial Consulate since 2013. He holds a Series 63 license and is based in Fallston, MD. 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 integrates tax and accounting services with a “Risk Opportunity Investing” approach that combines tactical asset allocation and multi-faceted analysis to emphasize capital preservation and adaptive portfolio positioning.

Keith Murray is a CFP® professional with 29 years of industry experience. He has been with Chapin Davis since 2009. Outside of his advisory role, he serves as a trustee on the board of St. Paul's School and as a director on the Endowment Committee of Old St. Paul's Episcopal Church. 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, offering discretionary and non-discretionary portfolio management through a multi-advisor team.

Richard Spivey is a ChFC® with 43 years of industry experience, currently serving at The L. Warner Companies, Inc. since 2016. He has held roles at M Holdings Securities, Inc. for the same duration. Outside of his advisory work, Spivey is a board member and participates on the finance committee at Timonium Methodist Church. The L. Warner Companies provides discretionary investment management and financial planning primarily to high-net-worth individuals, related trusts, estates, and pension plans, while also offering consulting and administrative services to corporations, non-profits, and other business entities. The firm employs a fundamentally driven, broadly diversified investment process and integrates third-party platforms and strategies alongside its institutional plan fiduciary and administrative services.

Caitlin Garner is a financial advisor at SC&H Wealth with 21 years of industry experience. She holds a Series 66 designation and has been with SC&H Financial Advisors, Inc. since 2014. Prior to that, she worked at Triad Advisors, Inc. from 2014 to 2017. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations. The firm employs a team approach combining CPAs and CERTIFIED FINANCIAL PLANNER® professionals to provide tailored asset allocation and long-term growth strategies, managing client accounts primarily with mutual funds and ETFs.

Edwin Killinger is a CFP®, CFA®, and holds a Series 66 license with over 31 years of industry experience. He has been with The L. Warner Companies, Inc. since 1994 and also has a longstanding affiliation with M Holdings Securities, Inc. since 2006. Outside of his advisory role, he serves as chairman of the investment committee for the Barnett-Searing National Cancer Foundation and is a member of the boards for Trinity School and the Carson Scholar's Fund, where he helps develop investment policies for charitable endowments. The L. Warner Companies serves high-net-worth individuals, trusts, estates, retirement plans, corporations, non-profits, and other business entities. The firm manages diversified portfolios with a focus on fundamental research and typically employs multi-year investment horizons, incorporating a range of asset classes and hedging strategies.