Jonathon De Feo is a CFP® with eight years of industry experience, currently with Elite Income Advisors, Inc. in Ellicott City, MD. His prior experience includes roles at LPL Financial LLC, Compton Financial Group, LLC, Bank of America, N.A., and Merrill Lynch. He is also involved in insurance sales and service through Retirement Planning Services, Inc. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, and estates by providing financial planning, discretionary portfolio management, retirement-plan consulting, and advice on investment and insurance strategies. The firm uses model portfolios from third-party providers and offers participant education and client workshops as part of its services.

Brian Mc Kinney is a CFP® professional with nine years of industry experience, currently serving at Williams Asset Management in Columbia, MD. He has been with the firm since 2016. Outside of his advisory role, he owns BSM Partners Inc., a private entity related to securities, advisory, and insurance business. 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 combination of fundamental, quantitative, and technical analysis to construct portfolios tailored to client risk tolerances and time horizons.

Glenn Drake is a CFP® professional with 38 years of industry experience, currently serving at Apollon Financial, LLC. He has previously worked at LPL Financial for six years and Wells Fargo Advisors Financial Network LLC for ten years. Outside of his advisory work, he co-manages a company 401(k) plan and holds ownership interests in several related business entities. Apollon Financial is an SEC-registered advisory firm serving individuals, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team-based approach that combines centrally managed model strategies with locally managed portfolios and access to private and alternative investments.

Tyler Kluge is a CFP® professional with eight years of industry experience, currently serving as an advisor at Baltimore-Washington Financial Advisors. He has been with the firm since 2016, working in various roles within the organization. Baltimore-Washington Financial Advisors is a fee-only wealth management firm that serves individuals, families, trusts, estates, foundations, and non-profit organizations. The firm employs a team-based, holistic approach combining financial planning, portfolio management, tax services, and business advisory to align investment strategies with clients’ goals and tax situations.

Brian Canet is a financial advisor at Prostatis Financial Advisors Group in Hanover, MD, holding a Series 65 designation with seven years of industry experience. He has been with Prostatis Group LLC since 2018 and previously worked at Howard County Community College from 2013 to 2017. Prostatis Financial Advisors Group serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $509 million in assets through a multi-team approach, offering discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services with a focus on tactical asset allocation and sector rotation.

Thad Ismart is a Certified Financial Planner® with 18 years of industry experience, currently serving as an advisor at Baltimore-Washington Financial Advisors since 2013. He holds Series 63 and Series 66 licenses. 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 a weekly committee and integrates financial planning with tax and investment services to support a diverse client base through scalable, standardized processes.

Scott Shively is a CFP® professional with experience in accounting and tax services, currently serving as a financial advisor at Foundation Wealth & Tax Advisors, LLC since 2025. He also holds the role of Tax Director at RCN & Associates LLC, where he provides accounting, bookkeeping, and income tax preparation services. His prior experience includes positions at Burkett, Burkett, & Burkett CPAs PA, Piedmont CPA Group PC, and Brown Edwards & Company LLP. Foundation Wealth & Tax Advisors provides portfolio management, retirement-plan and pension consulting, and financial planning to both institutional and individual clients, including high-net-worth households. The firm employs a blend of fundamental, quantitative, technical, and modern-portfolio theory approaches and offers specialized services such as digital-asset diversification through its OnRamp platform.

Glen Frost is a CFP® with nine years of industry experience, currently serving as an advisor at Foundation Wealth & Tax Advisors, LLC. He has held roles at several firms, including Bestgate Wealth Advisors and Court Place Advisors, and is involved in multiple accounting and tax preparation businesses. Outside of financial advising, he is a 51% partner in Maryland Crabs Delivered, a retail crab business. Foundation Wealth & Tax Advisors provides portfolio management, retirement-plan and pension consulting, and financial planning to both institutional and individual clients. The firm employs a variety of analytical methods and incorporates third-party managers and platforms to support its investment strategies.

Prashant Sabapathi is a financial advisor with Elite Income Advisors, Inc. in Ellicott City, MD, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Elite Income Advisors since 2017 and previously held roles at Investment Advisors Corp and Broker Dealer Financial Services Corp. Sabapathi is also involved in insurance sales and service through Retirement Planning Services, Inc. Elite Income Advisors serves individual clients—including high-net-worth households—retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers broad financial planning, discretionary portfolio management using model portfolios and sub-advisers, and emphasizes participant education and communications for retirement plans.

Konner Munn is a financial advisor at Elite Income Advisors, Inc. with two years of industry experience. He holds the Series 65 and Series 63 credentials and previously worked at Fidelity Investments and Fidelity Brokerage Services, LLC. Elite Income Advisors serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates by providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses model portfolios from third-party providers and offers participant education and employee communications for retirement plan clients.

Lawrence Kiely is a financial advisor with Prostatis Financial Advisors Group, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Purshe Kaplan Sterling Investments, Inc and The Capital Group Investment Advisory Services, LLC. Outside of his advisory role, he owns Kings Gentlemen LLC, a business providing fashion advice for made-to-measure suits. Prostatis Financial Advisors Group offers investment management and financial planning services to individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, tactical asset-allocation strategy with sector rotation and uses third-party managers, including those utilizing AI and machine-learning models.

Dorie Fain is a CFP® professional with 24 years of industry experience, currently serving at &Wealth Partners since 2009. The firm operates as a three-advisor team based in Baltimore, MD. &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, employing fundamental analysis with both long- and short-term strategies.

Lawrence Post is a Certified Financial Planner (CFP®) and holds a Series 65 license with 13 years of industry experience. He has worked at Baltimore-Washington Financial Advisors since 2019 and previously spent 14 years at PNC Bank, NA. Baltimore-Washington Financial Advisors is a team-based firm serving individuals, families, trusts, estates, foundations, and other nonprofit organizations with fee-only wealth management. The firm provides financial planning, portfolio management, integrated tax services, and business services, using a collaborative approach among advisors, portfolio managers, tax specialists, and business advisors to align investment strategies with clients’ goals and tax circumstances.

Monica Boulter is a financial advisor at CSP Financial Group LLC in Baltimore, MD, with four years of industry experience. She holds a Series 65 designation and has worked with CSP Financial Group since 2023. Outside of her advisory role, she serves as a Foreign Affairs Officer with the U.S. Department of State, a position she has held since 2015. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory and collaborates with third-party managers such as Matson Money.

Mary Thompson is a CFP® with 13 years of experience in financial advising. She is currently with Buttonwood Financial Advisors, Inc., where she has worked since 2024. Her prior experience includes roles at Reframe Financial Planning, LLC and Financial Advantage, Inc. Thompson is a co-founder and board chair of This Point Forward, a nonprofit that provides resources and services to adults over 50 navigating the second half of life. Buttonwood Financial Advisors offers 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 employs a disciplined investment process based on written policies, fundamental analysis, and strategic asset allocation.

Terrence Jones is a financial advisor at Baltimore-Washington Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at T. Rowe Price for several years. 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 process overseen by a weekly committee and integrates tax considerations into financial planning and portfolio management.

Ryan Mc Coy is a financial advisor at SFG Wealth Management with a Series 66 designation and three years of industry experience. He previously worked at LPL Financial and has held roles outside of finance including positions at Mount Vernon Nazarene University and Chick-fil-A. SFG Wealth Management serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary, client-focused approach with diversified investment strategies and offers specialized planning services such as corporate structure and tax planning.

John Kinzer is a CFP® with 38 years of industry experience, currently serving as an advisor at Apollon Financial, LLC. He previously worked at LPL Financial for six years and Wells Fargo Advisors Financial Network for ten years. Apollon Financial is an SEC-registered advisory firm managing approximately $1.45 billion and serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm utilizes a combination of centrally managed model strategies and advisor-led portfolios, with investment options including ESG risk-based models, Direct Indexing, and tax-aware techniques.

John Kelly is a CFP® professional with 16 years of industry experience. He has been with Baltimore-Washington Financial Advisors since 2009. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm emphasizes diversified, model portfolio strategies overseen by a weekly investment committee and integrates tax considerations closely with investment management, while managing a high client load through scalable, standardized processes.

Samantha Nash is a financial advisor with Baltimore-Washington Financial Advisors, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Prostatis Financial Group, SFG Wealth Management, and LPL Financial. Outside of finance, she has experience working in the hospitality industry at Old Stein Inn and Buddy's Crab & Ribs. 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 strategy overseen by a weekly investment committee, emphasizing diversified allocations and long-term capital growth, while integrating tax considerations into portfolio management and offering specialized services such as business transaction support and a Living Legacy aging plan.