Schuyler Engelhardt is a CFP® and holds a Series 66 license, with 15 years of industry experience. He is affiliated with Armstrong Dixon in Baltimore, MD, and has been associated with Ade LLC and LPL Financial LLC since 2013. Outside of his advisory work, Engelhardt engages as an educational speaker. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a strategic, diversified global asset-allocation approach that integrates both active and passive management, overseen by an investment committee and incorporating specialized investment exposures.

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.

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.

Maxwell Kiely is a CFP® professional with six years of industry experience, currently serving as an advisor at Red Oak Financial Group in Towson, MD. His prior experience includes roles at Osaic Wealth, Inc. d/b/a StoneBridge Advisors and LPL Financial LLC. Outside of financial advising, he is a licensed insurance agent and a Notary Public. Red Oak Financial Group provides wealth management, investment management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a model-driven, long-term investment approach with an emphasis on retirement plan advisory services and is affiliated with R.L. Compton & Associates, offering pension consulting to plan clients.

Steven Kurzweil is a financial advisor with Chapin Davis, Inc. He holds Series 65 and Series 66 licenses and has 25 years of industry experience. Kurzweil has been with Chapin Davis since 2007, including its affiliated entities, and has a background that includes a brief tenure at Cambridge Investment Research Advisors, Inc. He is also involved with Chapin Davis Insurance, Inc., where he serves as a sales agent and financial adviser for insurance products. 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 across discretionary and advisory-only portfolios.

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.

Graham Ewing is a CFP® professional with 11 years of experience in financial advising. He has been with The Financial Consulate Inc. since 2015. 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 employs a "Risk Opportunity Investing" approach that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis, while also integrating tax and accounting services into its advisory offerings.

Todd Norris is a Certified Financial Planner® with 17 years of industry experience. He is currently with Glass Jacobson Wealth Advisors, a team-based firm recently acquired by Mercer Global Advisors, and has previously worked at firms including Morgan Stanley, Merrill, and Brown Advisory Securities. Norris holds a Series 66 license. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, and various institutional plans, offering portfolio management, financial planning, and ERISA retirement plan consulting. The firm employs a household-level investment approach overseen by a quarterly meeting investment committee and utilizes a diversified range of investment vehicles while maintaining custody through major custodians.

William Leeb is a CFP® professional with 45 years of industry experience. He is currently with Financial Council, LLC, where he has worked since 2024, and he previously spent 17 years at Commonwealth Financial Network and 19 years with AIG Great Rate Plus Mortgage. Outside of his advisory work, he is a co-owner of Gin Mill, LLC, a real estate entity. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm utilizes model-based asset allocation strategies primarily using mutual funds, with a focus on quarterly market commentary and annual portfolio reviews.

Anthony Wilson is a Series 65-licensed advisor with Black Diamond Financial, LLC, where he has been since 2026. He has prior experience with Goaliesmith Lacrosse, Wianno Club, Villanova University, Mcdonogh School, and Gerstell Academy. Black Diamond Financial provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm manages approximately $1.37 billion in assets using a multi-advisor team approach that emphasizes strategic asset allocation, tax-aware portfolio construction, and access to private pooled investment vehicles.

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.

Joel Hosner is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with WBH Advisory, Inc. and has prior experience at Lynx Investment Advisory, LLC and RSD Financial. Before entering financial advisory, he worked at Baltimore City Public Schools for six years. WBH Advisory is a multi-advisor wealth management firm that serves individual, trust, retirement-plan, nonprofit, and corporate clients. The firm constructs individualized portfolios using fundamental equity analysis with a longer-term approach and integrates various technology platforms to support portfolio management and reporting.

Beth Rosenwald is a financial advisor at Indivisible Partners with 38 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including City National Bank, RBC Capital Markets, Citigroup Global Markets, and Legg Mason Wood Walker. Rosenwald serves on the boards of Ronald McDonald House Charities of Baltimore and the Baltimore Leadership School for Young Women, and is a committee member of United Way Women’s United. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm employs a strategic asset allocation approach overseen by an investment committee, offering active, passive, and blended strategies tailored to client risk profiles, along with access to alternative investments and integrated credit and platform solutions.

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.

Richard Tomaschefsky II is a CFP® professional with seven years of industry experience. He is currently with Financial Council, LLC and has previously worked at Commonwealth Financial Network and Financial Council Asset Management Inc. Tomaschefsky also engages in fixed insurance sales as a secondary business activity. Financial Council, LLC is a team of seven advisors providing discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm utilizes model asset allocation strategies and conducts regular portfolio reviews to align investments with client goals and risk tolerance.

Jason Simmons is a financial advisor at Red Oak Financial Group with 22 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including LPL Financial, Prudential Financial Planning Services, and Fisher Investments. Red Oak Financial Group provides wealth management, investment management, and financial planning services to individuals, trusts, charitable organizations, businesses, and retirement plans. The firm employs a long-term, model-driven investment approach focused on diversified portfolios with active tax management and retirement plan advisory services.

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.

Bobby Thomas is a financial advisor at EquityCompass Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel and Choice Financial Partners since 2007. EquityCompass provides model portfolios, discretionary management, and investment commentary primarily to financial intermediaries, sponsor firms, and institutional clients, while also serving individual and trust accounts. The firm combines fundamental analysis with quantitative, rules-based models to construct focused, generally equal-weighted strategies across multiple asset classes.

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.