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.

Sheryl Parks is a CFP® with 29 years of industry experience and is currently with The Marshall Financial Group LLC. She has held positions at Purshe Kaplan Sterling Investments and SSN Advisory, Inc. among others. In addition to her financial advisory work, she has served as an associate professor at the Community College of Baltimore County since 1987 and volunteers at monthly educational workshops on divorce-related financial topics. 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 offers services including fee-based asset management, retirement and estate planning, and education planning, employing asset-allocation models and a mix of mutual funds, ETFs, and managed stock portfolios tailored to client risk tolerance and objectives.

Michael Meily is a ChFC® and Series 66 credentialed advisor with 25 years of industry experience. He has been with Harvest Investment Consultants LLC since 2008. Outside of his advisory role, he is appointed with various insurance carriers for brokering nonregistered insurance products. Harvest Investment Consultants LLC provides fee-based portfolio management and modular financial planning services to individuals, families, and institutional clients. The firm manages approximately $492 million for about 1,025 clients, structuring portfolios based on documented risk profiles and employing diversified strategies tailored to tax sensitivity, income needs, and client restrictions.

Blake Walter is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at SC&H Financial Advisors since 2022 and has prior experience with firms including State Farm VP Management Corp., Northwestern Mutual, and Rich Group LLC. Outside of advisory work, he is a licensed insurance agent involved in the sale of insurance-related products. 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 financial planning and asset management, primarily using mutual funds and ETFs.

Andrew Cook is a CFP® professional with 22 years of industry experience, currently serving at Berman McAleer since 2025. He previously worked at Kestra Advisory and Kestra Investment Services, LLC from 2004 to 2025. Outside his advisory role, he is a partner in BMC Holdings LLC, where he helps determine suitable investments for the firm’s owners. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm employs a discovery-based planning process and an Investment Committee that structures portfolios across equity, fixed income, and alternative segments, managing approximately $1.82 billion on a discretionary basis.

Bryan Thaler is a Series 65–licensed financial advisor with 32 years of industry experience. He has been with Van Sant & Mewshaw, Inc. for 28 years. He is part of VSM Wealth Advisory, a team of five advisors that serves individuals, families, trusts, estates, and employee benefit plans with discretionary investment management and integrated wealth-advisory services. The firm uses an asset-allocation approach emphasizing index mutual funds, ETFs, and tax-aware portfolio strategies.

Jackson Courtney is a CFP® professional with three years of industry experience, currently serving at The Financial Consulate. His prior work includes roles at DoorDash and Instacart, as well as academic positions at Towson University and Marriotts Ridge High School. The Financial Consulate provides comprehensive financial planning, investment management, and retirement plan consulting to individuals, retirement plan sponsors, and institutional clients. The firm combines active tactical asset allocation with fundamental, macroeconomic, and technical analysis, and integrates tax and accounting services alongside its advisory offerings.

Nicholas Mangione is a CFP® professional at Perspective Wealth Management with five years of industry experience. He previously worked at Hayfields Country Club for three years before joining The Junk Investment Group, now operating as Perspective Wealth Management. Outside of his advisory work, he is an insurance agent and a member of family investment and real estate LLCs. Perspective Wealth Management serves individual and high-net-worth clients with financial planning and portfolio management, using an objective-based approach that emphasizes equity mutual funds and ETFs tailored to clients’ risk tolerance and goals. The firm manages over $525 million in client assets and offers both discretionary and non-discretionary advisory services.

Charles Meyer is a CFA® charterholder with 12 years of industry experience. He is currently with Mercer Global Advisors Inc., having joined after the acquisition of Tufton Capital Management, where he worked for nine years. Tufton Capital Management is a fee-only, discretionary investment adviser managing approximately $810 million in assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented investment approach focused on large U.S. companies, constructing portfolios across money market instruments, fixed income, and equities with low turnover.