Jeff Judge, CFP®, ChFC®, CLU®, AEP®, is Managing Partner of Chesapeake Financial Planners in Forest Hill, Maryland. He helps families, executives, and business owners navigate retirement, business exit, equity compensation, tax, and estate planning through the firm's proprietary R.U.D.D.E.R. Method™ — a structured six-step process for aligning wealth with life goals. A 2005 graduate of Goucher College, Jeff began his career in regional and national banks before joining MetLife in 2011 and founding his first firm a year later. He co-founded Chesapeake Financial Planners with Mark Rossbach, CPA, in 2017. Jeff is a Kiplinger contributor, a Five Star Wealth Manager (2017–2026), and an NAEPC-affiliated estate planner. He leads financial-literacy workshops for Fortune 500 and mid-sized employers across the Mid-Atlantic. Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services through Great Valley Advisor Group, a separate RIA. Jeff lives in Forest Hill with his family.

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 the principal of Noon Investment Management LLC in Phoenix, MD. He holds the CFA® designation and has over 30 years of experience in investment management, including three decades at LaSalle Investment Management followed by self-employment before founding his current firm. Noon Investment Management LLC is an independent advisory firm serving individuals, high net worth clients, trusts, estates, businesses, retirement plans, and other registered investment advisers. The firm employs a primarily fundamental analysis-driven investment approach combined with consulting and institutional plan services, offering discretionary wealth management, financial planning, and sub-advisory support.

John Ciesielski is a CFA® charterholder and Series 63 licensee with four years of industry experience. He has been with R.G. Associates, Inc., an independent firm based in Towson, MD, since 1992. R.G. Associates provides discretionary investment management for individual investors through separately managed accounts, focusing on a bottom-up, value-oriented stock selection process based on fundamental microeconomic analysis and detailed financial reporting. The firm serves clients with concentrated, long-term, long-only portfolios and also offers limited financial analysis consulting for institutional clients.

Graeme Woods is the sole advisor at G.S. Woods Wealth Management with 16 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Apart from his advisory role, he manages GSW Trading Company, a wholesale import and export business, and serves as CEO of Multi Arbitrage Capital Solutions, a firm focused on risk consulting, insurance production, and business acquisitions. G.S. Woods Wealth Management serves individuals, families, small businesses, professionals, charitable organizations, and employee benefit plans through financial planning, insurance advice, business planning, and pension consulting. The firm emphasizes goals-based planning and long-term strategic asset allocation without managing client assets directly, referring clients to third-party asset managers and offering specialized services including an AI-based budgeting application and programs for veterans and public service personnel.

Christopher Yeagle is a financial advisor at Honeygo Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Life Plan Financial. Yeagle’s background also includes over a decade at TJ Distributors, Inc. Honeygo Financial provides investment management and comprehensive financial planning to individual clients, serving both mass-affluent and high-net-worth households. The firm employs a Modern Portfolio Theory-based approach, primarily using passive strategies with index mutual funds and ETFs, and emphasizes documented investment policies, tax efficiency, and coordination with outside tax and legal professionals.

Jason Ditto is a CFP® professional with 26 years of industry experience. He is currently a principal at Ditto & Powers, LLC and previously held roles at TriBridge Partners Financial LLC and MassMutual. His background includes work in investment strategy, financial planning, and insurance brokerage. Ditto & Powers, LLC provides financial planning and investment management services to individuals, trusts, and high-net-worth clients, along with corporate-sponsored financial planning and access to third-party manager programs. The firm typically manages assets on a discretionary basis, employing a client-specific asset allocation approach that may include a wide range of investment vehicles.

Patrick Dyer is a financial advisor with Capital Portfolio Management, Inc. in Timonium, MD, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Capital Portfolio Management since 1991. In addition to his advisory role, Dyer is an independent insurance agent. Capital Portfolio Management, Inc. provides investment advisory and portfolio management services to individual clients, pension plans, and profit-sharing plans. The firm offers tailored asset allocations and both discretionary and non-discretionary management, with portfolios including mutual funds, ETFs, equities, bonds, and preferred securities.

Carroll Smith is a financial advisor at RS Wealth Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with National Planning Molter since 2009. RS Wealth Management, Inc. is a single-advisor independent firm that provides ongoing portfolio management and integrated financial planning primarily for individual and high-net-worth clients. The firm operates on a non-discretionary basis, requiring client approval for trades, and emphasizes mutual funds and ETFs using both fundamental and technical analysis.

Philip Snyder is the principal of Snyder Asset Management, LLC, an independent registered investment adviser based in Hunt Valley, MD. He holds the CFA® designation and Series 66 license, with 20 years of industry experience. Prior to founding his firm in 2017, he worked at LPL Financial for one year. Snyder Asset Management provides customized wealth management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm offers discretionary portfolio management focused on long-term strategies, combining fundamental and technical analysis to build diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments.

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.

William Kauffman is a CFA® charterholder with 7 years of industry experience. He is the sole advisor at Paramount Investments, LLC, which he has been affiliated with since 2013. Kauffman also holds a senior research analyst role at a nonprofit industry center. Paramount Investments is a Maryland-registered, single-advisor firm providing discretionary portfolio management, financial planning, and 401(k) consulting to individuals, high-net-worth clients, legacy trusts, small businesses, and charitable organizations. The firm uses fundamental analysis combined with low-cost mutual funds and ETFs to build customized, long-term portfolios, and it offers features such as performance-based fees and retirement plan participant education.

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.

If you are analytical, love details, and have higher standards and expectations for your financial advisor, we should talk. Our service model is high touch, very personalized, and as detailed oriented as you can get. We specialize heavily in retirement income planning and customization. We also pride ourselves in our very in depth, proactive tax planning. We are veteran-owned, real fiduciaries, and would love the opportunity to show you what we can do.

Wilson Taliaferro is a financial advisor at Bush River Trust, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Axa Advisors LLC before joining Bush River Trust in 2017. Outside of his advisory role, he serves as a board member for Gunpowder Riverkeeper, Inc., a nonprofit focused on protecting and restoring the Gunpowder River and its watershed. Bush River Trust provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm emphasizes a long-term investment approach based on fundamental analysis, modern portfolio theory, and technical analysis, generally operating on a non-discretionary basis with ongoing client involvement.

Charles Kares is the principal advisor at C.T. Kares Advisory Group, Inc. in Abingdon, MD, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has led his independent advisory firm since 1999. C.T. Kares Advisory Group provides investment advisory services to individuals, retirement plans, trusts, estates, and charitable organizations, managing accounts on a non-discretionary basis. The firm emphasizes long-term, buy-and-hold strategies using predominantly no-load and load-waived mutual funds tailored to each client’s objectives and risk tolerance.

John Berzellini Jr. is a CFP® professional with 22 years of industry experience. He has operated JBA Financial Advisors in Timonium, MD since 2007. Berzellini is also involved in insurance and annuity sales and owns a tax preparation business. JBA Financial Advisors serves individuals, high-net-worth clients, charitable and non-profit organizations, and business entities, providing investment management, financial planning, and advisory referrals. The firm employs a passive investment approach based on Modern Portfolio Theory, using diversified portfolios with a focus on index funds and ETFs for discretionary accounts, while non-discretionary accounts may include individual securities and bonds.

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.