Bradley Fine is a Series 65-licensed financial advisor with eight years of industry experience. He is the sole principal of Four Seasons Investment Management LLC and previously worked at Sandy Spring Bank/TRUST for 17 years. Four Seasons Investment Management is an independent, fee-only firm serving individual investors, trusts, endowments, and select business entities. The firm offers discretionary wrapped investment management, hourly advisory services, and educational seminars, managing portfolios under a fiduciary Prudent Investor Standard with a focus on globally diversified allocations and tax sensitivity.

Kevin Ohara is a CFP® professional with nine years of industry experience. He is the principal and sole advisor at O’H Capital LLC, which he joined in 2023 following a 16-year tenure at Truist Financial and a brief retirement. O’H Capital LLC provides discretionary asset management and investment advisory services to individuals, high net worth clients, trusts, small businesses, and estates. The firm creates personalized investment strategies based on client goals, time horizons, and risk tolerance, utilizing both fundamental and technical analysis.

Paul Jones is a financial advisor at Great Ocean Road Financial with 14 years of industry experience. He holds the PFS™ designation as well as the Series 63 and Series 65 licenses. Prior to founding Great Ocean Road Financial, he worked at Watchtower Wealth Management and held roles in both the public and private sectors. In addition to his advisory work, he is the owner and sole proprietor of Jones Accounting Company, an accounting and tax preparation practice. Great Ocean Road Financial is an independent advisory firm that provides investment management, financial planning, and retirement plan consulting to individual investors and plan sponsors. The firm offers tailored portfolios based on client goals and risk tolerances, utilizing a combination of fundamental, technical, and quantitative analysis along with modern portfolio theory.

John Rothe is the sole advisor at ARTAIS Capital Management, LLC in Lewes, Delaware, holding Series 63 and Series 65 registrations with 24 years of industry experience. He has worked at ARTAIS Capital Management since 2006. ARTAIS Capital Management provides ongoing portfolio management and project-based financial planning to individuals, including high net worth clients, corporate entities, trusts, estates, and charitable organizations. The firm combines fundamental, technical, cyclical, and charting analysis to construct portfolios and offers both research-driven model portfolios and individualized management, with a notable emphasis on non-discretionary assets and serving institutional-type clients alongside individual households.

Eric Stone is a CFP® with 17 years of industry experience and is the sole advisor at ECT Advisory, LLC. He has worked at ECT Financial since 2010. Outside of his advisory role, he is also involved in selling group insurance. ECT Advisory, LLC provides investment management, financial planning, and retirement plan consulting to individuals, estates, trusts, charitable organizations, and corporate pension and profit-sharing plans. The firm employs an asset-allocation approach using actively managed mutual funds, index funds, stocks, and bonds, and offers vendor due diligence and performance monitoring for retirement plans.

Kirsten Lopez is a CFP® and holds a Series 66 license with three years of industry experience. She has worked at Metz Capital Management LLC since 2024 and previously was employed at Merrill for 11 years. Metz Capital Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary investment supervisory services alongside financial, estate, business, and educational planning. The firm focuses on diversified portfolios primarily invested in no-load mutual funds, bonds, equities, and ETFs, with an investment process that emphasizes portfolio diversification, periodic rebalancing, and risk-adjusted analysis.

John Farrell is a financial advisor at Greenwich Financial Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Greenwich Financial Advisors since 2010. Greenwich Financial Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm uses a variety of investment strategies tailored to client objectives, including fundamental, technical, and cyclical analysis, and offers specialized services such as corporate and personal tax planning, cost segregation studies, and corporate structure advice.

Andrew Metz is the principal of Metz Capital Management LLC in Lewes, Delaware, with 26 years of industry experience. He holds a Series 65 designation and has led his firm since its founding in 1999. Metz Capital Management provides discretionary investment supervisory services and fee-based financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $86 million in client assets, offering portfolio management and comprehensive planning with a focus on diversified allocations primarily using no-load mutual funds, ETFs, individual equities, and fixed income securities.

Bruce Kramer is a financial advisor at Greenwich Financial Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been managing his own CPA firm, Bruce Kramer CPA, LLC, since 2014, where he dedicates most of his time to accounting and tax preparation services. Greenwich Financial Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, offering comprehensive portfolio management and specialized tax and corporate planning. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance, emphasizing tax- and corporate-oriented advisory services alongside active portfolio management and alternative investment access.

Arjun Goel is a financial advisor at Cagr Finance LLC with a Series 65 credential and one year of industry experience. He previously worked at Evolution Finance Inc. for eight years and has experience at Smith School of Business. Cagr Finance LLC is an SEC-registered investment adviser that provides discretionary, model-based asset management exclusively through an interactive web platform and automated trading. The firm combines fundamental, value-oriented analysis with proprietary ratings and algorithm-driven portfolio management, serving individual and high-net-worth investors via a digital-only delivery model.

Bradley Kaplan is a CFP® with 28 years of industry experience, currently serving at Kaplan Wealth Management, Inc. since 1997 and associated with LPL Financial since 2013. He holds Series 63 and Series 65 licenses. Kaplan Wealth Management serves individuals, trusts, estates, and business entities, managing approximately $83.4 million on a discretionary basis for about 214 clients. The firm offers comprehensive financial planning and discretionary wealth management, tailoring portfolios primarily through mutual funds, ETFs, and a blend of fundamental and technical analysis across diversified investment strategies.

Cameron Fitzgerald is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently affiliated with BDFS Capital LLC and has prior experience with firms including The Leaders Group Inc, MS Howells & Co., and LPL Financial. Outside of financial advising, he is a partner in a local transportation business, Diamond State Limousine LLC. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs multiple analytical methods and offers both long- and short-term trading strategies, sponsoring a wrap fee program and managing a broad investment universe that includes alternatives such as private equity and commodities.

Jeffrey Puglia is a CFP® with 29 years of experience in the financial services industry, currently serving at BDFS Capital LLC. He previously worked at LPL Financial for nine years and at Ms Howells & Co. in 2017. Outside of his advisory role, he is president of Jiggy's Farms, a business producing all-natural soil amendments, and serves as treasurer for the Friends of Milford Museum. BDFS Capital LLC provides portfolio management and financial planning to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs multiple analytical methods and both long-term and short-term trading strategies, sponsors a wrap fee program, and offers access to a broad investment universe including alternatives such as private equity and commodities.

Kenneth Reese is a financial advisor at BDFS Capital LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group Inc, MS Howells & Co., LPL Financial, and Guardian Life Insurance Company. Reese is also a partner at Black Diamond Financial Solutions, where he creates and monitors financial plans and investments. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs multiple methods of analysis and offers both long-term and short-term trading approaches, sponsoring a wrap fee program and incorporating a broad investment universe that includes alternatives such as private equity and commodities.

Mark Nehra is a CFP® with 17 years of industry experience, currently serving at BDFS Capital LLC. His prior roles include positions at Black Diamond Financial Solutions, Waddell & Reed, and various insurance carriers. Outside of his advisory work, he is Treasurer of the Milford Senior Center Board of Directors and President of the Lynnwood Village Homeowners Association. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs diverse analytical methods and offers a wrap fee program alongside directing clients to third-party platforms when appropriate.

Wesley Humes is a financial advisor at BDFS Capital LLC with Series 65 credentials and one year of industry experience. Prior to joining BDFS Capital, he worked in construction and has been involved with Blue Hen Restaurant for eight years. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs diverse analytical methods and offers both long-term and short-term trading approaches, sponsoring a wrap fee program and including a broad investment universe that encompasses alternatives such as private equity and venture capital.

Joseph Mc Gloin is a financial advisor at BDFS Capital LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Starboard Claw and Fin's Hospitality Group. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs multiple analytical methods and offers both long-term and short-term trading strategies, sponsoring a wrap fee program and managing a broad investment universe that includes alternatives such as private equity and commodities.

Justin Bennitt is a financial advisor at Blue Rock Financial Group with 16 years of industry experience. He holds a Series 65 credential and previously worked at Brandywine Global Investment Management, LLC for 11 years. He is also involved with Dravo Bay LLC. Blue Rock Financial Group serves individuals, high-net-worth families, trusts, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term strategic asset allocation approach using low-cost ETFs and institutional share classes, integrating financial planning with ongoing portfolio monitoring and reviews.

Leonard Hayduchok is a CFP® professional with 18 years of experience in financial services. He is currently with Turner Financial Group, Inc. and has held roles at several firms including Dedicated Senior Advisors and SGL Financial, LLC. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets through a team of eight advisors, using model-based portfolio allocations and a combination of fundamental, technical, and cyclical analysis.

Carter Mc Clung is a CFP® professional with four years of industry experience, currently serving at Blue Rock Financial Group. His prior roles include positions at Dravo Bay LLC and Bell Rock Capital, as well as work associated with the University of Delaware. Blue Rock Financial Group serves individuals, families, trusts, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a modern portfolio theory approach, focusing on low-cost ETFs and mutual funds, and integrates financial planning into its advisory relationships.