Alfred Norton III

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.

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.

Gary Clark is a financial advisor at Soar Financial LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including American Trust Investment Services, Eagle Strategies, and Nationwide Securities. Clark is also involved in insurance brokering outside of his advisory role. Soar Financial LLC provides investment management, financial planning, and retirement plan consulting services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm offers customized portfolios with a focus on long-term strategies and serves as both discretionary and non-discretionary managers.

Archibald Hoxton is a CFP® with 26 years of industry experience and is currently a principal at Hoxton Planning & Management, LLC. His prior roles include positions at United Capital Financial Advisers, LLC and Hoxton Financial LLC. Outside of advising, he serves on the board of directors for Henry Funeral Home, Inc. and Jefferson Security Bank, and he is a co-author of a financial planning book. Hoxton Planning & Management advises 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, combining active management and tax-aware strategies across a range of investment vehicles.

Benjamin Dorsey is a CFP® and PFS™ with five 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. His background includes roles at Cassaday & Company and Infinity Wealth Partners, among others. Analog Capital Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm uses a variety of analytical methods and offers customized portfolios with long-term equity strategies and options trading, integrating tax and planning coordination through its affiliation with an accounting firm.