David Berman is a financial advisor at Berman McAleer with 37 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Kestra Financial Services and related Kestra entities. Outside of advisory work, he serves on the board of directors for Pride of Baltimore, Inc. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm manages portfolios through an investment committee that segments assets into long-term, short-term, and intermediate categories, combining fundamental and quantitative analysis to guide discretionary asset management.

Peter Marshall is a financial advisor with The Marshall Financial Group LLC in Hunt Valley, MD, holding a Series 66 designation and 25 years of industry experience. He has been with The Marshall Financial Group since 2005 and previously worked at Purshe Kaplan Sterling Investments and SSN Advisory, Inc. Outside of advisory work, he is involved in fixed and traditional insurance sales through PKS Financial. 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 approximately $593 million in assets and offers services including fee-based asset management, retirement and estate planning, education planning, and managed stock accounts, using asset-allocation models and third-party software to build individualized portfolios.

Brady Organt is a financial advisor at SC&H Wealth with a Series 65 designation and one year of industry experience. Prior to joining SC&H Wealth, he held roles with several professional sports organizations, including the Washington Nationals and Denver Broncos. He also works as an Assistant Field Producer for the Washington Commanders, overseeing on-field movements and coordinating in-game entertainment during football games. SC&H Wealth serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm employs a team approach combining financial planning, asset management, retirement consulting, and tax preparation, utilizing mutual funds, ETFs, and technology-driven platforms to tailor investment strategies.

David Baker is a financial advisor at Harvest Investment Consultants LLC with 24 years of industry experience. He holds the Series 66 designation and has been with Harvest Investment Consultants since 2016. Harvest Investment Consultants provides fee-based portfolio management and consulting services to individuals, including high-net-worth clients, and institutional sponsors such as defined benefit plans, 401(k) plans, endowments, and charitable organizations. The firm focuses on risk management and absolute-return strategies, using a variety of asset types and proprietary credit analysis within standardized processes supported by technology tools.

George Ingram III is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. He previously worked at Triad Advisors, Glass Jacobson Wealth Advisors, and TIAA-CREF. Outside of his advisory role, he owns two rental properties in Wilmington, NC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax-managed strategies.

Lawrence Leitch is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with SFG Wealth Management since 2016 and has also been affiliated with LPL Financial since 2005. Outside of his advisory roles, he acts as a broker for various non-variable insurance products from multiple carriers. SFG Wealth Management serves individual and high-net-worth clients as well as institutional entities, offering portfolio management, financial planning, retirement plan consulting, and access to multiple advisory programs. The firm employs a fiduciary, client-focused process with a disciplined fixed-income approach and utilizes a range of investment vehicles and model portfolios.

Eli Adams is a CFP® professional with 10 years of industry experience. He is affiliated with Perspective Wealth Management and has worked at The Junk Investment Group since 2016, with a brief tenure at Securities America Inc. Additionally, Adams holds a license as an insurance agent. Perspective Wealth Management serves individual and high-net-worth clients by providing financial planning and portfolio management through both discretionary and non-discretionary advisory relationships. The firm employs an objective-based investment strategy focusing on equity mutual funds and ETFs, managing over $525 million in client assets with ongoing account oversight.

John Hauserman is a CFP® with 33 years of industry experience. He has worked at Financial Council, LLC since 2023 and previously spent 17 years at Commonwealth Financial Network and 27 years at Financial Council Asset Management. He is also President and CEO of Retirement Journey, Inc., a securities, advisory, and insurance business. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm uses model asset allocation strategies and offers retirement-plan rollover advice and periodic account reviews.

Greg Pyne is a financial advisor at Red Oak Financial Group with one year of industry experience. He holds a Series 65 designation. Prior to joining Red Oak, he worked for UPS for 26 years. Outside of his advisory role, he is the owner of Hunt Valley Solutions, LLC, an IT development and support business for small companies. Red Oak Financial Group provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and qualified retirement plans. The firm manages approximately $1.04 billion in assets and serves over 1,000 client relationships using proprietary model portfolios primarily composed of ETFs and mutual funds.

William Cevallos is a CFA® charterholder with seven years of industry experience. He has worked at Jemma Financial Services since 2019 and spent 22 years at PNC Bank prior to that. Jemma Financial Services is a team of five advisors managing approximately $140 million for individual investors, pension plans, and charities. The firm offers discretionary portfolio management through five risk-targeted model portfolios and integrates financial planning within its services, using quantitative and qualitative criteria to select ETFs and mutual funds.

William Sokol is a financial advisor at SFG Wealth Management with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, M Holdings Securities, and The L. Warner Companies. SFG Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary, client-focused process that integrates multiple analytical methods and a disciplined fixed-income approach.

Benjamin Tracy is a CFP® with five years of industry experience, currently serving as a financial advisor at SC&H Wealth. His prior roles include positions at The Vanguard Group, Inc. and J.G. Wentworth. Tracy has held various roles outside finance, including work at Fairmount Behavioral Health System and teaching positions at Gettysburg College. SC&H Wealth is a team-based registered investment adviser with approximately 20 advisors and $1.23 billion in assets under management. The firm serves individuals, trusts, estates, retirement plans, small businesses, and charitable organizations using a planning-driven approach that integrates tax and estate considerations into portfolio management.

Robert Compton Jr. is a financial advisor with Red Oak Financial Group, holding a Series 65 designation and bringing 47 years of industry experience. He has worked with Compton Financial Group, LLC since 2006 and LPL Financial since 2005. Compton serves as a board member of Jarrettsville Federal Savings Bank. Red Oak Financial Group provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and qualified retirement plans. The firm manages approximately $1.04 billion in assets across over 1,000 client relationships, employing proprietary ETF- and mutual fund-based model portfolios with a focus on long-term strategies complemented by fundamental and technical analysis.

Donald Huber Jr. is a financial advisor at Outcome Driven Strategies, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Outcome Driven Strategies since 2021, Cornerstone Advisory LLP since 2006, and AXA Advisors, LLC since 1999. Outside of his advisory roles, he owns and manages an insurance brokerage business and is involved in several real estate partnerships. Outcome Driven Strategies provides discretionary sub-advisory investment management primarily to other registered investment advisers and third-party money managers. The firm focuses on alternative investments, chiefly structured notes, and manages approximately $235 million using a strategy that combines credit analysis with technical and cyclical methods.

Benjamin Waller is a CFP®, CFA®, and holds a Series 65 license, with 17 years of experience in financial advising. He has been with WBH Advisory, Inc. since 2009, where he is part of an 11-advisor team based in Baltimore, MD. WBH Advisory is a SEC-registered, multi-advisor wealth management firm managing approximately $1.74 billion for individual, trust, retirement-plan, nonprofit, and corporate clients. The firm offers discretionary portfolio management along with financial, estate, and income tax planning, utilizing fundamental equity analysis and a mix of securities with a longer-term investment approach. WBH integrates technology platforms for client reporting and portfolio management and is notable for combining financial advisory services with optional legal and accounting services provided by its principal.

Matthew Hess is a CFP® professional affiliated with Berman McAleer and has two years of industry experience. Prior to joining Berman McAleer, he worked at Kestra Advisory and Williams Asset Management. His work history also includes roles outside the financial industry, such as time at Fenwick Crab House and Transportation Management Services. Berman McAleer offers holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm uses a research-driven investment process that segments portfolios into long-term equity, short-term fixed income, and intermediate alternatives, with discretionary asset management guided by an Investment Committee and individual advisors.

Carol Ashmen is a financial advisor with Wealthcare Capital Partners, LLC, holding a Series 65 designation and bringing 37 years of industry experience. Her prior work includes long tenures at Atlantic Financial Services, Inc., Atlantic Securities Associates, Inc., and Atlantic Securities, Inc. She is also registered as an insurance agent and registered representative with M.S. Howells & Co, where she implements insurance recommendations. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm’s investment process is goals-based and incorporates a patented, web-based planning platform alongside evidence-based manager selection and behavioral-economics tools to align strategies with client preferences.

Chahat Kumari is a financial advisor at Black Diamond Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Black Diamond Financial, Kumari held various roles at Loyola University Maryland and other organizations. Black Diamond Financial, LLC advises individuals, pension plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and low-cost, tax-efficient, index-based strategies, supplemented by institutional-quality private investments when appropriate.

Patrick Monaghan IV is a financial advisor with Berman McAleer in Timonium, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Kestra Advisory and Kestra Investment Services, LLC for over two decades. Outside of advising, Monaghan serves as a volunteer board member for Prospect Hill Cemetery of Towson, Inc. Berman McAleer provides holistic financial planning and discretionary portfolio management services to individuals, business entities, trusts, estates, and retirement plans. The firm’s investment approach integrates fundamental and quantitative analysis, structuring client portfolios across long-term equity, short-term fixed income, and intermediate alternative segments.

Brigitte Strobl is a CFP® and holds a Series 65 license with three years of industry experience. She has been with Black Diamond Financial, LLC since 2019 and previously worked at Palmetto, Mollo, Molinaro & Passerello, LLP. Black Diamond Financial, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business 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.