Shaun Blakeslee is a financial advisor at Alton Point Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and PNC Investments. Outside of advising, he hosts an educational and entertainment podcast covering topics such as money, business, entrepreneurship, and finance. Alton Point Advisors, LLC is a small, independent firm founded in 2022 that provides discretionary asset management and hourly financial planning primarily for individual clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to develop tailored investment strategies and conducts quarterly reviews for rebalancing and tax-loss harvesting.

My path to founding Groff Wealth Management began during the most difficult chapter of my life. Watching my father battle brain cancer was a profound lesson in how quickly circumstances can change. In the wake of his passing, I saw the need for the families I serve to live life now instead of one day. Over and over I see families with the means but lacking the permission to spend and enjoy their lives. Most firms are built to scale, often at the expense of the client experience. I chose a different path. I intentionally serve a limited number of families. By staying small, I can provide a concierge-level service that larger firms have a hard time matching. For the widow/ widower: I carry the mental load. Whether it’s navigating complex employer benefits, handling the paperwork of loss, or ensuring your legacy is secure, I am in the trenches with you so you have the space to heal. For the Retiree: You’ve worked hard to build your resources. I ensure those resources are aligned with your values, allowing you to stop worrying about the "what-ifs" and start living your life to the fullest. A Personal Commitment: When you call, I answer. Whether I’m in the office or coaching my kids’ sports teams, my clients have a direct line to me. You aren't a line item on a balance sheet, you are a family I have committed to protect. My mission is to provide the clarity you need to move forward with confidence. If you’re looking for a partner to help carry the weight of your financial life so you can focus on what truly matters, I’d be honored to talk.

Philip Weiss is the principal of Apprise Wealth Management LLC in Phoenix, MD, with 13 years of industry experience. He holds the CFA® designation and has worked at firms including Foundation Wealth & Tax Advisors, Bestgate Wealth Advisors, and American Century Investment Services. In addition to his advisory role, he is a co-presiding partner of Hay Weiss CPA, LLC, an accounting and payroll services firm he helped found in 2002, and he occasionally reviews industry guides for the CFA Institute. Apprise Wealth Management provides discretionary wealth management and financial planning to individual and high-net-worth clients, trusts, estates, charitable organizations, corporations, and other advisers. The firm uses a bottom-up, fundamentally driven investment process with a value-oriented approach, managing portfolios that include equities, mutual funds, ETFs, fixed income, and options, and also serves as a sub-advisor to other registered investment advisers.

John Amos is a financial advisor with McClelland Wesley Wealth Management in Parkton, MD. He holds Series 63, 65, and 66 licenses and has 22 years of industry experience. He has been with McClelland Wesley Wealth Management since 2014. Outside of his advisory role, he plans to establish an insurance agency separate from his RIA. McClelland Wesley Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of charting, fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework and serves both retail and institutional clients, including pension consulting.

George Noon is a CFA charterholder and principal of Noon Investment Management LLC with three years of experience as an independent advisor and over 30 years of prior experience at LaSalle Investment Management. Based in Phoenix, MD, he leads his firm which offers discretionary wealth management and financial planning services. Noon Investment Management LLC serves individuals, high net worth clients, trusts, estates, businesses, participant-directed retirement plans, and other registered investment advisers. The firm uses a fundamental analysis-driven investment approach supplemented by technical analysis and combines consulting services to RIAs with institutional plan offerings.

Gregory Rhines is a financial advisor with Wealth Builders Financial Group LLC in Westminster, MD. He holds a Series 65 designation and has 21 years of experience in the industry. He has been with Wealth Builders Financial Group since 2005 and has operated Wealth Builders, Inc. since 1992. Outside of his advisory role, he serves as president of Wealth Builders CPA & Consultants, a management position he has held since 1992. Wealth Builders Financial Group is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts and estates, and corporate/business entities. The firm uses fundamental security analysis and primarily recommends mutual funds for diversification, managing approximately $38 million in assets for nearly 500 clients.

Kathleen Houseman is the principal advisor at Houseman Financial LLC and holds a Series 65 designation. She has over 28 years of experience, including a long tenure at McCormick & Company, Inc., and currently also works as a financial consultant and tax professional at William T Houseman CPA. Houseman Financial LLC provides investment supervisory services primarily through discretionary money-manager arrangements for institutional accounts, pooled vehicles, and retirement plans, while also supporting 401(k) programs with third-party administration. The firm employs a value-driven, fundamental analysis investment approach and offers financial planning and consulting services alongside public educational seminars.

Thomas Bonvissuto is the principal of Intero Financial Planning, LLC in Parkton, MD, with 29 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 65 designations. Prior to founding Intero Financial Planning in 2019, he worked at The Financial Consulate Inc. and held roles at Lyft and Uber. He serves as a trustee for Sheppard Pratt Investment Inc., where he reviews investments monthly. Intero Financial Planning is an independent registered investment adviser serving individuals, including high-net-worth clients, as well as institutional entities such as pension plans, nonprofits, and corporations. The firm offers financial-planning-driven investment management, public educational seminars, annuity placement, and uses a multi-allocation strategy focused on ETFs, mutual funds, and a combination of passive and active management.

Samrang Vattana Hai is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He is the principal advisor at Belleros Capital Management, LLC, an independent firm he founded after previous roles at Partnership Wealth Management and Horan Capital Management. In addition to advisory services, he is a licensed insurance agent and dedicates part of his professional time to insurance sales. Belleros Capital Management provides investment advisory and financial planning services to individuals and high-net-worth clients, focusing on tailored asset allocation and discretionary portfolio management. The firm emphasizes aligning investment strategies with clients’ risk tolerance and time horizon, employing various techniques including technical analysis and dollar-cost averaging.

EXPERIENCE & EXPERTISE Mitchell is the founder of Dyer Private Wealth Management & Financial Consults Group, LLC d/b/a Dyer Private Wealth Management, a Registered Investment Advisor in the State of Maryland. Mitchell provides his clients with safe, affordable, and precise solutions to fit their financial needs. Mitchell gained experience from strong mentors and other CERTIFIED FINANCIAL PLANNERS® before branching off to start his own firm. Mitchell works with clients in a caring and thoughtful way, helping them to grow with compassion and understanding. COMPANY MISSION Mitchell's vision of DPWM includes a practice filled with like-minded individuals with the same goal, to assist the community. His client base consists of those who require premium level expertise and the highest level of analytics and attention. As his team and company grows, he ensures the level of integrity and comfort among both clients and employees remains high. His practice was built on passion and love for the industry, coupled with his extensive technical knowledge and care for others. EDUCATION B.S. from Towson University in Molecular Biology, Biochemistry, & Bioinformatics CERTIFIED FINANCIAL PLANNER® Life, Health, Accident, & Sickness Insurance Producer - No Commissionable Products Sold Active FINRA licenses: Series 7 & Series 63 - No Association With Broker Dealer Active NASAA licenses: Series 65 OUR PHILOSOPHY We can utilize our skillset to help others and at our firm that skill relates to financial wellbeing. The community needs experts who can cater to all individuals regardless of their financial status, and we aim to just do that, this means we have no asset minimums. We improve clients finances so they can live fulfilling lives, and we see our job to help them reach that fulfillment. WHY I LOVE DYER PRIVATE WEALTH This firm started from an idea and a passion, and the willingness to aim for something larger than one individual’s goal. It started from the ground up with integrity and belief, coupled with an exceptional financial skillset that has gotten us to where we are today. Our firm, our clients, and our soon to be growing team will all participate in something larger than ourselves with the sole intent of making a positive impact for others along the way.

Travis Scott is a financial advisor at Scott Financial Resources LLC in Hanover, PA, holding a Series 65 designation with 10 years of industry experience. He previously worked at Lehman Financial Resources, Inc. for eight years and EP Wealth for one year. In addition to advisory services, he prepares tax returns for clients through Scott Tax Resources LLC, offering tax preparation at no additional cost to clients of his firm. Scott Financial Resources LLC provides discretionary portfolio management and financial planning primarily to individuals and high-net-worth clients, managing a small client base with approximately $3.75 million in discretionary assets. The firm uses a long-term, discretionary approach incorporating various analytical methods and documents client goals through an Investment Policy Statement.

Andrew Cecil is a CFP® with nine years of industry experience. He is the principal of Cecil Wealth, an independent firm based in Westminster, MD, and previously worked at LPL Financial, Worthington Financial Partners, and Sysco Foods Baltimore. Cecil also serves as a registered representative and investment adviser representative of LPL Financial. Cecil Wealth provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm emphasizes technical and market-timing tools in its investment process and manages accounts on a discretionary basis through a specified custodian.

Joseph Worthy is the principal advisor at Worthy Financial Services in Westminster, MD, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has led Worthy Asset Management LLC since 2007. Outside of investment advising, he is licensed to sell life and health insurance products in Maryland and Pennsylvania and operates a tax preparation service for individual returns. Worthy Financial Services is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm provides fee-based discretionary portfolio management and financial planning services, employing a combination of charting, fundamental, technical, and cyclical analysis alongside long- and short-term trading and option-writing strategies.

Sean Huston is a ChFC® credentialed financial advisor with 21 years of industry experience. He has been with Financial Advisory Services, LLC since 2005, working in Hanover, PA. Financial Advisory Services, LLC provides discretionary investment management and related planning services to a variety of clients including families, high-net-worth individuals, trusts, businesses, and charitable foundations. The firm employs fundamental, quantitative, and qualitative analysis in managing portfolios primarily composed of mutual funds, ETFs, and individual equities and bonds.

Sam Beritela is a financial advisor at Sunlight Peaks Financial Partners, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Sunlight Peaks since 2021, following prior roles including a year at WMS Partners and periods of self-employment. Outside of advising, Beritela is involved with Outlier Realty Capital, providing financial and corporate strategy consulting in real estate investment. Sunlight Peaks Financial Partners serves a small, family-oriented client base, typically accredited investors with at least $1 million in investable assets. The firm offers investment consulting, private investment sourcing, and financial planning through a non-discretionary, consultative model focused on buy-and-hold strategic asset allocation and detailed due diligence on private funds.

Joseph Wildasin is a financial advisor at Element Wealth Advisors with seven years of industry experience and holds the Series 65 designation. Prior to joining Element Wealth Advisors, he worked at Barrick Financial Inc. and Barrick & Associates, Inc. He is also the owner of Joe's Golf Shop, where he provides golf lessons and club repair services, and serves as a golf coach for the Southwestern School District. Element Wealth Advisors offers discretionary asset management, comprehensive financial planning, and retirement-plan services to individuals, trusts, plan sponsors, and other entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios based on client goals, time horizons, and risk tolerance, and provides ERISA retirement-plan support including fiduciary assistance and participant education.

David Peloquin is a CFP® professional with 26 years of industry experience, serving as the sole advisor at Main Street Advisors, LLC since 1999. He holds a Series 63 license and operates out of Westminster, MD. Main Street Advisors provides discretionary investment management and financial planning primarily for individual clients, including high-net-worth individuals, as well as certain businesses. The firm emphasizes asset allocation and fundamental analysis, manages accounts on a discretionary basis, and offers model portfolio management alongside various financial planning products.

Michael Wissel is a financial advisor at Howard Capital Management Group, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Howard Capital Management entities since 2001. Howard Capital Management Group, LLC provides discretionary investment management to high-net-worth individuals, trusts, foundations, endowments, and institutions, managing approximately $2.56 billion in assets. The firm employs fundamental, technical, and cyclical analysis with an emphasis on buy-and-hold strategies while offering access to alternative investments through third-party model portfolios.

Jamie Roth is a financial advisor with Solyco Wealth LLC in Hanover, PA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Solyco Wealth, Roth worked at AE Wealth Management and Encompass More Asset Management, among other firms. Roth also operates independently as a life insurance agent, assisting clients with retirement planning including annuities and life insurance. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and written financial planning services. The firm constructs portfolios using a combination of mutual funds, ETFs, stocks, bonds, options, and alternative investments, employing fundamental and technical analysis with a primarily long-term focus.

Roger Bair III is a CFP® professional with 27 years of industry experience, currently serving at Financial Consulate since 2008. He holds Series 63 and Series 65 licenses and works from Westminster, MD. Financial Consulate serves individuals, including high-net-worth clients, retirement plan sponsors and participants, and institutional clients with comprehensive financial planning, investment management, and retirement plan consulting. The firm integrates tax and accounting services with its advisory offerings and follows a proprietary “Risk Opportunity Investing” approach that combines active tactical asset allocation with fundamental and macroeconomic analysis.