Timothy Taylor is a financial advisor with Taylor Capital Management in Martinsburg, WV, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has led TCM Advisors, LLC since 2006. Taylor serves on the finance committee of Highland View Academy, a nonprofit Christian high school. Taylor Capital Management provides discretionary portfolio management and investment advisory services to individuals, charitable organizations, corporate entities, retirement plans, and institutional mandates. The firm focuses on individualized account supervision, employs a broad range of investment instruments including derivatives, and manages a relatively large client base through a wrap fee program administered on two account platforms.

Sean Defrehn is a financial advisor at DeFrehn Consulting with 9 years of industry experience. He holds a Series 66 designation and has previously worked at Triad Advisors, Inc. and OSAIC. Outside of financial advising, he teaches hunter safety classes for the Maryland Department of Natural Resources. DeFrehn Consulting is an independent firm serving clients from Adamstown, MD.

Diane Case is the principal of Shenandoah Financial, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has operated as a sole proprietor since 1993 and worked at Gradient Advisors, LLC from 2015 to 2016. In addition to her financial advisory work, she is a licensed insurance agent and dedicates approximately 25% of her time to that practice. Shenandoah Financial provides financial planning and consulting services to individuals and small businesses, referring clients to third-party money managers for investment management. The firm assists clients with tailored financial plans, monitors third-party manager performance, and handles related administrative tasks.

Thomas Maiden is a CFP® with eight years of industry experience and is the sole advisor at Mission: Advice, an independent firm based in Shepherdstown, WV. He has worked with Investment Outfitters, LLC since 2019 and Insurance Outfitters, Inc. since 2000. Outside of his advisory work, Maiden serves as a Commanding Officer in the Navy Reserve with the United States Africa Command J2, leading a 70-member Naval Intelligence unit. Mission: Advice serves individuals, high-net-worth clients, and pension and profit-sharing plans, offering financial planning, discretionary investment management, and retirement plan consulting. The firm emphasizes tax-efficient portfolio construction, using low-cost, passive ETF allocations combined with long-term fundamental analysis, and provides institutional retirement plan consulting alongside individual wealth management.

Jeffrey Bowers is a CFP® with 25 years of industry experience, currently serving as the sole advisor at Plan2Retire in Hagerstown, MD. He has worked at Bowers Advisory Group, LLC since 2008 and co-owns Donald C. Bowers Insurance, Inc., a non-investment-related business. Plan2Retire is an independent, fee-based advisory firm that serves individual households and employer retirement plans with discretionary portfolio management, financial planning, and qualified plan consulting. The firm employs individualized investment policy statements and a combination of fundamental, technical, and cyclical analysis, and offers comprehensive financial consulting, participant education, and public seminars.

Archibald Hoxton IV is a CFP® with 26 years of experience in financial advising. He is currently with Hoxton Planning & Management, LLC, where he has worked since 2022 following six years at United Capital Financial Advisers, LLC. Outside of advisory work, he serves on the board of a funeral home and a local bank, and he is a co-author of a financial planning book. Hoxton Planning & Management, LLC provides financial planning, investment, and wealth management services to a range of clients including individuals, trusts, and government entities. The firm employs a strategic asset allocation approach combining Modern Portfolio Theory with active management, tailoring portfolios to client-specific risk, time horizon, and tax considerations.

Daniel Reeves is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Eaglestone Wealth Advisors and Emerson Equity LLC. Outside of advisory work, he has been involved with the Bethesda Soccer Club and the University of Maryland Men’s Soccer Camp. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses third-party research and diversified investment strategies, with regular portfolio reviews tailored to clients’ goals and risk tolerances.

Benjamin Dorsey is a CFP® and PFS™ credentialed advisor with six years of industry experience. He is currently with Analog Capital Partners LLC and also serves as Senior Tax Manager at EagleStone Tax & Accounting Services and President of Strategic Tax Planning, both CPA firms. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as subadvisory services to other investment advisers. The firm builds customized portfolios utilizing various investment approaches and manages approximately $92.8 million in discretionary assets.

James Sutch is a financial advisor at Hoxton Planning & Management, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Arbor Private Wealth, LLC and Wells Fargo Clearing Services, LLC. In addition to his advisory role, he is a licensed insurance agent involved in the sale of insurance products. Hoxton Planning & Management advises individual clients, trusts, estates, charitable organizations, business entities, and government clients, offering comprehensive financial planning and investment management services. The firm employs a strategic asset allocation framework informed by Modern Portfolio Theory, active management in select asset classes, and tax-aware strategies.

Archibald Hoxton is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Hoxton Planning & Management, LLC, where he has worked since 2023, following roles at The Vanguard Group and United Capital Financial Advisors. Hoxton volunteers with the CFP Board Competency Standards Commission, evaluating competency standards for CFP certificants and candidates. Hoxton Planning & Management serves individual clients, trusts, estates, charitable organizations, business entities, and public-sector clients, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a strategic asset allocation framework informed by Modern Portfolio Theory, active management in less efficient asset classes, and tax-aware strategies.

Jonathan Bodwell is an advisor with Southland Equity Partners, LLC and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including a long tenure at FSC Securities Corporation since 2007 and involvement with Hunter Enterprises since 1989. Outside of his advisory role, he is connected to insurance services through Hunter Enterprises and J.H. Bodwell & Associates. Southland Equity Partners serves individuals, pension plans, and businesses by providing financial planning, asset management, and retirement consulting. The firm uses a combination of fundamental and technical analysis to create customized portfolios, primarily managing accounts on a discretionary basis.

Landon Buzzerd is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Grant Street Asset Management, Inc. since 2023 and previously spent three years with Obsidian Personal Planning Solutions, LLC. His background also includes roles at the University of Maryland and Hagerstown Community College. Grant Street Asset Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension and charitable organizations. The firm manages approximately $768 million in assets and employs a multi-method investment approach tailored to client goals and risk tolerance.

Tyler Kitner is a financial advisor at Hoxton Planning & Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hoxton Planning & Management, he worked at Jefferson Security Bank and has experience in retail and education. Hoxton Planning & Management, LLC provides financial planning, consulting, investment, and wealth management services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm employs a strategic asset allocation approach informed by Modern Portfolio Theory and combines active management with diversified portfolios tailored to client risk tolerance, time horizon, and tax considerations.

Rhiannon Turner is a financial advisor at Hoxton Planning & Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Martinsburg Institute, Taco Bell, and Shepherd University. Hoxton Planning & Management, LLC provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and state and municipal government entities. The firm employs a strategic asset allocation approach informed by Modern Portfolio Theory and tailors portfolios to client risk tolerance, time horizon, and tax considerations.

Alexandra Stickelman is a financial advisor at Root Financial Partners with 11 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Turning Point Financial and Cambridge Investment Research Advisors. In addition to her advisory duties, she consults for RegTech companies on compliance-related development. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm’s investment approach emphasizes broadly diversified, passive allocations using index funds and ETFs, tailored to clients’ goals, risk tolerance, and tax considerations.

Matthew Kradel is a CFP® professional with 14 years of industry experience. He is currently with Founders Financial Securities LLC and Morgan Financial Group, where he has worked since 2020. His prior experience includes roles at Cetera and First United Bank and Trust. Kradel is a member of the Shepherd University Alumni Association. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and access to third-party asset managers, utilizing various advisory platforms and a combination of advisory, broker-dealer, and insurance capabilities.

Shane Marrone is a financial advisor with United Brokerage Services, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he worked at United Bank for eight years. Marrone serves as a board member for Good Shepherd Interfaith Volunteer Caregivers in Shepherdstown, WV. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Asset Management Corporation, a subsidiary of United Bank.

Adam Stewart is a financial advisor at United Brokerage Services, Inc. in Martinsburg, WV, holding a Series 66 designation with 20 years of industry experience. He has been with United Brokerage Services since 2005. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and trust clients. The firm offers various programs such as unified managed accounts and separately managed/manager-of-managers options, primarily managing assets on a non-discretionary basis while maintaining an affiliation with United Bank.

John Pullaro is a financial advisor at OneSeven with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Fortune Financial Services, International Assets Advisory, and Bb&T Investments. Outside of his advisory role, he is the owner of Lums Lane Farm, where he is involved in farming and selling crops. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and alternative investments, and engages third-party platforms and independent managers for implementation.

Steven Switlick is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. He has been with Lombard Advisers since 2000 and Lombard Securities since 1999. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs and uses a combination of fundamental, technical, charting, and cyclical analysis to construct and monitor portfolios.