Heinrich Brandt is the sole advisor at Brandt Wealth Advisors, LLC in Centreville, MD, holding Series 63 and Series 65 designations with 25 years of industry experience. He has led Brandt Wealth Advisors since its founding in 2012. Outside of his advisory work, Brandt is involved in local community organizations including the Choptank Puritan Club and serves on the advisory board for Healthy Families Queen Annes/Talbot, focusing on early childhood and young parent education. Brandt Wealth Advisors provides fee-based investment advisory and portfolio management services to a range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis, incorporating higher-risk instruments and trading strategies, and manages assets on a discretionary basis without imposing account minimums.

Alex is the founder of Clear Advisors, a fee-only financial planning firm based in Maryland. He founded the firm with a simple belief: investors are better served by focusing on the financial decisions they can control than by trying to predict the next market move or chase the next hot stock. Instead, Alex helps clients optimize the areas that have the greatest long-term impact on their financial lives—taxes, retirement income, investment costs, savings, and the countless planning decisions that shape financial success. Financial planning has been part of Alex's life for as long as he can remember. Having a father who spent a long career as a financial advisor gave him an early look at both the strengths and shortcomings of the traditional wealth management model. After earning a bachelor's degree in finance, becoming a CERTIFIED FINANCIAL PLANNER™ professional, and beginning his career advising clients on retirement, tax, and investment planning, Alex founded Clear Advisors to build the kind of firm he would want as a client: flat fees, no commissions, no asset gathering, and planning that goes far beyond just managing investments. What Alex enjoys most is uncovering planning opportunities that can make a meaningful difference in someone's financial future, whether it's identifying a Roth conversion strategy that could save substantial taxes over a lifetime, developing a retirement income plan that provides greater confidence, or helping clients make smarter financial decisions year after year. His goal is simple: to help clients keep more of what they've earned, reduce financial uncertainty, and retire with confidence.

Robert Clark is a CFP® professional with 26 years of experience in the financial advisory industry. He founded Clark Company in 2017 after 12 years at National Planning Corporation. Clark also provides tax preparation and fixed insurance services as part of his practice. Clark Company advises individual clients as well as pension and profit-sharing plans, offering portfolio management and financial planning services. The firm primarily manages client accounts on a non-discretionary basis, focusing on client-approved strategies, and combines advisory and insurance brokerage services.

Thomas Campi is a CFP® and Series 66-registered advisor with 22 years of experience. He is the sole advisor at Index Portfolio Tools Advisors, an independent firm he has led since 2011. In addition to his financial advisory work, Thomas is a board-certified psychiatrist practicing adult and child psychiatry, and he is involved in mental health media and intellectual property ventures related to wellness. Index Portfolio Tools Advisors provides fee-based investment management and asset allocation advice to individuals, trusts, estates, small businesses, and retirement plans. The firm manages approximately $20 million in client assets, utilizing market index data and academic research to guide portfolio construction with stocks, mutual funds, ETFs, and municipal securities.

Jacolyn Wetmore is the principal advisor at JWC Capital Management, LLC, an independent firm based in Annapolis, MD. She holds Series 63 and Series 65 licenses and has 15 years of industry experience, including prior roles at United Income, Inc. and Calvert Investment Counsel. JWC Capital Management provides fee-based, individually tailored portfolio management services to individuals, qualified retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental analysis and manager-level evaluation primarily with exchange-traded funds, mutual funds, exchange-listed securities, and corporate debt, offering both discretionary and non-discretionary management.

My path to founding a wealth management firm is different than most. As a child, my dream was to become a fighter pilot. After graduating from the United States Naval Academy with a degree in Aerospace Engineering, I achieved that goal, serving on active duty for a decade. I flew the F-18E Super Hornet from aircraft carriers and deployed multiple times to the Western Pacific. After those deployments, the Navy sent me to UNC Kenan-Flagler Business School to study finance, followed by the privilege of teaching undergraduate economics at my alma mater. After transitioning from active duty, I applied the skills I honed in the cockpit and classroom—leadership, effective communication, process improvement, and strategic decision-making—to multiple entrepreneurial ventures. My career as a financial planner is a natural extension of my passion for solving problems and serving others. With a background in engineering, military flight operations, top-tier business education, and collegiate economics instruction, I bring a unique perspective to wealth management: * Tenacity – Giving up is never an option. Just as a fighter pilot must persist in the air, I am relentless in helping my clients succeed. * Calm Under Pressure – I have a proven ability to think clearly in high-stakes situations, whether in the military or financial markets. I will not panic when volatility arises. * Candor – In aviation and life, speaking up is critical when the stakes are high. I will always provide honest advice, even when it’s uncomfortable. Living near Annapolis, Maryland, I cherish time with my family and enjoy Navy football, traveling, boating, and improving my golf game. I also continue to serve as a member of the U.S. Navy Reserves. Ventus Wealth Management — After a decade in the workforce, I became increasingly frustrated by the lack of financial services that truly met my needs. I couldn’t find a firm or advisor that offered the right combination of: ☑️A transparent fee and incentive structure ☑️ A flexible, client-focused service model ☑️ Modern technology solutions ☑️ Virtual meeting capabilities ☑️ Expertise tailored to my specific situation Recognizing this gap, I launched Ventus Wealth Management to address these shortcomings. Everything we do is designed with our clients in mind. Every element of our service and business model is intentionally crafted to deliver value and provide solutions that meet your needs.

Nicholas Lumpp is a financial advisor at RCN Wealth Advisors, Inc. in Stevensville, MD, holding a Series 66 designation with 13 years of industry experience. He has been with RCN Wealth Advisors since 2012. RCN Wealth Advisors is an independent firm providing fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, corporations, and an exchange-traded fund. The firm combines long-term, value-oriented portfolio construction with tactical, rules-based allocations and serves as sub-adviser and co-sponsor of the RCN Pareto Strategic Allocation ETF, which employs a systematic trend-following strategy across multiple asset classes including digital assets such as bitcoin.

William Tilghman is the sole advisor at Tilghman Wealth Management, LLC in Arnold, MD. He holds a Series 65 designation and has four years of industry experience, including time at Markin Asset Management, LP. Prior to his financial career, he worked in several roles including at Annapolis Yacht Sales and Compass Languages. Tilghman Wealth Management offers personalized financial planning and investment management to individuals, families, trusts, estates, and family-owned businesses. The firm employs a fee-only advisory model and utilizes tailored investment strategies that include individual securities, mutual funds, ETFs, and separately managed accounts with risk management techniques such as dynamic asset allocation and the use of derivatives.

Fletcher Perkins is a CFA® charterholder with 22 years of industry experience. He has been the sole advisor at Acara Capital Management, LLC since 2018, following three years as a personal trader. Acara Capital Management serves individual and high-net-worth clients with discretionary portfolio management through focused and diversified investment approaches. The firm emphasizes concentrated equity positions combined with a variety of asset classes and employs a multi-method analysis process, managing approximately $24.7 million in assets under management.

Edwin Stone is a financial advisor at Shore Financial Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Connectyourcare and Tred Avon Family Wealth. In addition to his advisory role, he operates a business consulting LLC. Shore Financial Advisors, LLC is an independent, single-advisor firm providing tailored portfolio management to high-net-worth individuals, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment instruments, offering both discretionary and non-discretionary services while focusing on customized client solutions.

Michael Parks is a CFP® with 12 years of industry experience. He is the sole advisor at Upraise Wealth Advisory, LLC and has previously worked at Edward Jones and Fidelity Investments. Upraise Wealth Advisory, LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with wealth management and project-based financial planning. The firm’s approach combines passive and active strategies focused on asset allocation, fundamental analysis, and due diligence of mutual funds and ETFs, with client accounts reviewed quarterly and tailored to individual goals.

Charles Ryan is a CFP® professional with 13 years of experience in financial advising. He is affiliated with Atlantic Financial Planning LLC and has a concurrent career at United Airlines since 1998. Atlantic Financial Planning LLC provides fee-only financial planning and investment advisory services to individual and family clients. The firm uses a goal- and risk-based process to recommend target asset allocations, primarily employing a long-term, buy-and-hold strategy with index funds and ETFs, and operates on an hourly engagement model without discretionary trading authority or custody of client assets.

Peter Penoyar is a financial advisor with Meridian Financial Group in Arnold, MD, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Westminster Financial Securities, Inc. since 2004 and has been with Meridian Financial Group since 1997. Meridian Financial Group provides investment management and financial-planning services to individuals, families, trusts, estates, small businesses, and sponsors of defined-contribution plans. The firm employs a conservative, institutionally influenced approach emphasizing strategic asset allocation and global diversification, constructing customized portfolios with a mix of passive and active investment vehicles.

Norval Thompson is a financial advisor at St. Michaels Asset Management with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Quoin Capital LLC and N.E. Thompson & Co., where he currently serves as CEO of a holding company affiliated with his advisory firm. St. Michaels Asset Management provides discretionary portfolio management to individuals, trusts, retirement plans, and small businesses, emphasizing a socially responsible investment approach that combines macroeconomic and fundamental analysis. The firm manages approximately $3.6 million in client assets across about 60 accounts and offers tailored portfolios that address clients’ cash-flow needs and investment restrictions.

Richard Douma Jr. is a CFP® professional with 17 years of industry experience, currently serving at Endeavor Financial Advisors, LLC since 2015. He holds the Series 66 designation and assists clients with tax return preparation as an IRS Enrolled Agent. He is also a part-owner of Fran’s Inn, a family-owned tavern in Chambersburg, PA, where he oversees administrative and financial operations. Endeavor Financial Advisors serves individuals, families, and institutional clients including charitable organizations and pension or profit-sharing plans. The firm provides portfolio management, comprehensive financial planning, and retirement-plan advisory services, using written Investment Policy Statements and a combination of fundamental and technical analysis to manage client portfolios.

Kevin Caldwell is a financial advisor at Islands East Advisors with a Series 65 credential and three years of industry experience. He previously worked for WR Grace & Co in a demand planner and financial analyst role within the specialty chemicals sector, dedicating approximately 80% of his time to that position. Islands East Advisors is an independent firm providing fee-only financial planning and investment management to individuals, high-net-worth households, nonprofit organizations, and businesses. The firm combines modern portfolio theory with passive and active strategies, offers retirement plan consulting including participant education, and manages accounts on a discretionary basis while providing ongoing and project-based financial planning.

I provide divorce planning, ongoing financial planning, and investment management. While my specialty is women going through divorce or other major life transitions, as a woman in a male-dominated industry, and as a female firm-owner in an even more male-predominant group, I want to make sure everyone who has felt excluded from the table is included and welcomed to grow their wealth and their lives. I primarily work virtually from my home in Annapolis. I have three children who astound me every single day. My fun time is spent with them and with friends, getting curious about the world – cooking, discovering new cities, playing on the water and in the woods, volunteering, seeking out live music, and getting to early morning CrossFit workouts. I founded Clairwell to provide a space for women and those who love them to grow and embrace their wealth and the lives they can build for themselves. Let's simplify wealth management and build something beautiful.

Wayne Shaner is the sole advisor at Rockledge Partners, LLC, an independent firm based in Easton, MD. He has 23 years of experience with Rockledge Partners, where he has worked since 2003. Rockledge Partners provides discretionary investment management to individuals, partnerships, corporations, trusts, non-profit organizations, and institutional clients. The firm employs a value-oriented investment approach focused on bottom-up fundamental research, long-term horizons, and investments in issuers with owner-operator management, serving a client base primarily composed of high-net-worth individuals and institutional mandates.

Michael Marvin is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with TAM Financial Advisors, LLC since 2005 and worked at Apella Wealth starting in 2026. Based in Annapolis, MD, he is the sole advisor at his independent firm. TAM Financial Advisors serves individual and high-net-worth clients as well as institutional clients such as corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm provides discretionary portfolio management, financial planning, and specialized pension consulting, emphasizing strategic asset allocation, dividend income, and value-oriented security selection with a focus on tax efficiency and cost control.

Ernest Brittingham Jr. is a financial advisor at Bayview Investment Counsel, Inc. with over 56 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bayview since 1991. His career also includes long-term involvement with Dockside Financial Group, INT'L Asset Management, International Money Management Group, Inc., and INT'L Money Management Corp. Bayview Investment Counsel serves individuals, trusts, estates, charitable organizations, and small businesses, focusing on discretionary portfolio management and investment counseling. The firm employs a combination of fundamental, technical, and cyclical analysis and offers both long-term and short-term trading strategies tailored to client needs.