Michael Riley is a financial advisor at Legacy Financial Advisors with two years of industry experience. He holds a Series 65 credential and has prior experience at Eisneramper Wealth Management Corporate Benefits LLC, Prosperity - An EisnerAmper Company, and Future Plan By Ascensus. Outside of finance, he owns and operates a comic book business, writing, drawing, producing self-published comics, and managing online sales and show appearances. Legacy Financial Advisors serves individuals, families, trusts, retirement plan sponsors, and business entities with financial planning, investment management, retirement plan advisory, and business consulting. The firm employs a disciplined, goals-based investment process using strategic asset allocation, diversification, and regular portfolio evaluations, with a focus on retirement plan fiduciary services and business consulting.

Michael Hoffman is a CFP® with 18 years of industry experience, currently serving as Co-Managing Director of Forty W Advisors. He previously worked at Verdence Capital Advisors and held roles at Hightower Securities and Hightower Advisors. Forty W Advisors delivers comprehensive wealth management across three critical areas: financial administration, proactive tax-aware planning, and investment management with institutional access. Together, these services help align your personal wealth, family priorities, and business strategy into one coordinated plan, with the goal of reducing complexity and maximizing post-tax wealth.

Scott Latshaw is a financial advisor with Equitable Advisors, LLC in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Stifel Independent Advisors since 2011. Equitable Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm uses a collaborative planning process with proprietary market models to develop tailored asset allocation recommendations and provides a range of services under both brokerage and fiduciary agreements. Latshaw Wealth Management's low fee framework utilizes a flat 0.50% fee based on assets under management. A simple low fee designed to maximize long-term return potential.

Stanley Liu is the principal of DocEmpowered, LLC, a fee-only financial advisory firm based in Baltimore, MD. He holds a Series 65 designation and has one year of industry experience. Prior to founding DocEmpowered in 2023, he worked for eight years at the University of Maryland School of Medicine. In addition to his advisory role, Mr. Liu practices part-time as a non-invasive cardiologist. DocEmpowered, LLC provides comprehensive financial planning and consulting primarily for physicians and their adult household family members. The firm emphasizes long-term, passive investment strategies based on Modern Portfolio Theory and behavioral finance, offering project-based and ongoing services without discretionary management or custody of assets.

James Funck is the sole advisor at Baltimore Avenue Investments, LLC in Towson, MD, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has worked at Investors Security Co Inc since 2002 and founded Baltimore Avenue Investments in 2012. Baltimore Avenue Investments provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of charting, fundamental, technical, and cyclical analysis with both long- and short-term strategies, including short sales, margin transactions, and options writing.

Diepriye Briggs is a financial advisor at Gramel Capital Management LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Gramel Capital Management since 2008, with prior experience at Ameriprise Financial Services, Inc. and OGR Investment & Trust Co Ltd. Briggs also serves as a director of a Nigerian investment adviser. Gramel Capital Management serves individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning and discretionary portfolio management. The firm’s approach focuses on fundamental security analysis and a generally conservative strategy tailored to each client’s financial situation, risk tolerance, and time horizon.

Hi, I’m Matt. My job as a financial planner is to make your life simpler. To help you efficiently and effectively narrow down your options, so you can make the right decisions. And be confident in those decisions for the long-term. Financial planning and investment management are often muddied by unnecessary complexity (usually in an effort to sell you something). It doesn’t need to be this way. I began my career in the financial services industry in 2003 as an analyst with the due diligence law firm Snyder Kearney, LLC (Columbia, MD). At Snyder Kearney, I reviewed public and private securities offerings and evaluated national securities sponsoring companies, focusing on real estate investments and non-traditional investment products. It was there that I realized that I wanted to know more about the practice of law and a lot more about the pretty co-worker in the cubicle next to me, Sylvie. I earned my law degree in 2007 from the University of Baltimore School of Law and married Sylvie in 2008; further proof that education and personal relationships are the investments that produce the best returns. After law school, I practiced law with the firm David Albert & Associates, LLC (Bethesda, MD), focusing in estate planning and administration, guardianship administration, taxation of estates and trusts, and business formations. There, I recognized that helping clients through complicated and often stressful issues was intellectually stimulating and emotionally fulfilling. In 2010, I opened Patuxent Financial Partners, LLC, registered as an Investment Adviser with the State of Maryland in 2017. Here, I leverage my legal background to provide clients with value-added insight in the overlapping areas of estate and financial planning. More importantly, as a personal financial planner and small business owner, I can build lasting relationships with clients and their families; these connections make my work fulfilling, because client success becomes intertwined with my own. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and hold the FINRA Series 65 securities registration. Raised in Columbia, Maryland, I graduated from McDaniel College with a bachelor's degree in English. Outside of the office, I enjoy running, reading, and hiking with my wife, son, and our mutt hound, Kodi.

Gabriel Trasatti is a financial advisor at Trasatti Wealth Planning, LLC in Baltimore, MD, with 15 years of industry experience. He holds the PFS™ and Series 66 designations and has led his independent firm since 2004. His background includes advanced financial planning and accounting credentials. Trasatti Wealth Planning provides comprehensive financial planning and investment management to individuals, families, charitable institutions, foundations, and corporate pension or profit-sharing plans. The firm offers customized investment strategies with continuous monitoring and formal quarterly reviews, integrating holistic planning across retirement, tax, estate, and cash-flow matters.

Thomas Reilly is a financial advisor at Pine Tree Financial Services, Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. He has been associated with Pine Tree Financial Services, Inc. since 1982. Pine Tree Financial Services, Inc. is an independent registered investment adviser that manages balanced equity and fixed-income portfolios for individuals and small businesses. The firm emphasizes investing in companies with durable revenue streams and growing profitability, manages all accounts on a non-discretionary basis, and serves a client base that includes significant non-U.S. exposure.

Jeffery Holmes is a financial advisor at Investream with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Merrill Lynch. Holmes is also a licensed real estate agent. Investream is a single-advisor independent investment adviser serving individual and high-net-worth clients, providing portfolio management and customized Investment Policy Statements. The firm utilizes a multi-method investment approach, including fundamental and technical analysis, options strategies, and both discretionary and non-discretionary account management.

Andrew Davis is a financial advisor at Schiff Wealth Advisors, LLC in Baltimore, MD, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has been with Schiff Wealth Advisors since 2012. Schiff Wealth Advisors provides investment management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and small businesses. The firm follows a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and offers financial planning consultations on tax, estate, college planning, and cash flow.

Gregory Fridley is a financial advisor at Society Investment Management in Baltimore, MD, holding Series 63 and Series 65 designations with three years of industry experience. He has worked at Financial First Advisors since 1991 and has managed his own business, Taxbusters, since 1990. Society Investment Management provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis, emphasizing growth and income investment strategies while incorporating tax preparation and electronic filing as part of its advisory services.

Francis Hogle is a financial advisor with Base Management Co in Towson, MD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He operates as the sole advisor at an independent firm. Base Management Company provides discretionary investment supervisory services for U.S. individuals, trusts, charitable organizations, and corporations. The firm employs an actively managed, value-oriented investment approach that combines fundamental and technical analysis, serving a variety of account types with an emphasis on diversification and fiduciary roles such as trustee or personal representative.

Anvar Izbakiev is a CFP® professional with seven years of industry experience. He is the principal of Serenity Wealth Advisors LLC in Baltimore, MD, and has prior experience with National Accounting Services Inc. In addition to his advisory work, he owns and operates Ameritax Accounting and Finance, Inc., an accounting and tax preparation business. Serenity Wealth Advisors provides financial planning and employee benefit plan services to individuals, high-net-worth clients, corporations, and employer plan sponsors. The firm uses a primarily passive investment approach focused on low costs, limited turnover, and tax efficiency, and offers a range of planning services including ongoing subscription-style engagements, fixed-fee projects, and hourly consultations.

Philippe Deumaga is a financial advisor at AGIOS Capital LLC with a Series 65 designation and experience spanning several firms since 2013, including AceCore Global and Imperial Investment Holdings. He has worked in the financial industry for over a decade, with roles at mortgage and investment firms prior to his current position. AGIOS Capital LLC is a newly registered Maryland investment adviser that plans to offer discretionary and non-discretionary portfolio management, comprehensive financial planning, and advisory services to retail individuals, high-net-worth clients, institutional clients, and international investors. The firm employs a multi-asset, research-driven approach tailored to each client, incorporating a range of investment vehicles including equities, fixed income, cryptocurrencies, and derivatives.

Stephen Lee is the principal of Lee Financial Group, Inc. in Columbia, MD, and holds the CFP® designation and Series 63 license. He has 45 years of industry experience and has been associated with Raymond James Financial in various capacities since 2004. Outside of financial advising, he is the owner of a law office focusing on wills, trusts, and powers of attorney, and serves on the advisory board for River Hill FBLA, providing student mentoring. Lee Financial Group offers individualized financial planning and wealth management advice to individuals and families, including high-net-worth clients, trusts, and charitable organizations. The firm provides written financial plans through a data-gathering process and offers follow-up consultations, with investment recommendations based on fundamental, technical, and cyclical analysis.

Heath Harris is the principal of Compound Advisory with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Oliver Wealth, Hayden Royal, CITIGROUP, and Wells Fargo Advisors. Compound Advisory LLC, formed in 2024, offers portfolio management services using a multi-method investment approach that includes charting, cyclical, fundamental, quantitative, and technical analysis. The firm provides tailored model allocations and typically seeks discretionary authority without employing third-party managers or wrap fee programs.

Phillip Dyer is a CFP® with 25 years of industry experience and has led Dyer Financial Advisory since 2002. He holds a Series 65 license and operates an independent advisory firm based in Towson, MD. Outside of his advisory role, he is a principal and strategic business consultant at Victory Success System, LLC, a separate business consulting venture. Dyer Financial Advisory is a fee-only registered investment adviser serving individual investors, trusts, estates, charities, and small businesses. The firm emphasizes long-term, buy-and-hold portfolio strategies based on Modern Portfolio Theory, focusing on asset allocation and low-cost index funds, while providing personalized investment management and financial planning services.

Matthew Wyskiel is the sole advisor at Skill Capital Management in Baltimore, MD, holding a Series 63 designation with four years of industry experience. He has been with Skill Capital Management since 2007, serving as its founder and sole owner. Skill Capital Management provides discretionary portfolio management to individual clients, primarily using Vanguard index mutual funds to offer diversified exposure across U.S. and international equities and U.S. investment-grade fixed income. The firm manages separate accounts with standardized model portfolios and rebalances client allocations quarterly.

Patrick Tuma is a CFP® professional with 23 years of experience in financial advising. He has worked at Financial Dimensions, Inc. from 1997 to 2024 and has been the principal of Tuma Financial, LLC since 2016. In addition to his advisory role, he also practices as an accountant, providing services outside the advisory business. Tuma Financial, LLC offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses fundamental analysis and modern portfolio theory for asset allocation and security selection, combining long-term strategies with options trading while maintaining documented risk tolerances and quarterly account reviews.