Christopher O'shea

James Funck is the sole advisor at Baltimore Avenue Investments, LLC in Towson, MD, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has worked at Investors Security Co Inc since 2002 and founded Baltimore Avenue Investments in 2012. Baltimore Avenue Investments provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of charting, fundamental, technical, and cyclical analysis with both long- and short-term strategies, including short sales, margin transactions, and options writing.

Andrew Davis is a financial advisor at Schiff Wealth Advisors, LLC in Baltimore, MD, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has been with Schiff Wealth Advisors since 2012. Schiff Wealth Advisors provides investment management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and small businesses. The firm follows a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and offers financial planning consultations on tax, estate, college planning, and cash flow.

Francis Hogle is a financial advisor with Base Management Co in Towson, MD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He operates as the sole advisor at an independent firm. Base Management Company provides discretionary investment supervisory services for U.S. individuals, trusts, charitable organizations, and corporations. The firm employs an actively managed, value-oriented investment approach that combines fundamental and technical analysis, serving a variety of account types with an emphasis on diversification and fiduciary roles such as trustee or personal representative.

Kent Groff is a CFP® and holds a Series 66 license with 13 years of industry experience. He is the sole advisor at Groff Wealth Management, a firm he founded in 2025 after previous roles at RCS Financial Planning, Elbrus Partners, and Axa Advisors. Groff Wealth Management is a fee-only registered investment adviser serving primarily individuals and high-net-worth clients. The firm combines investment management and financial planning, using a mix of passive and active strategies informed by Modern Portfolio Theory, and places a particular emphasis on selecting and monitoring outside investment managers.

Philip Weiss is a CFA® charterholder and principal of Apprise Wealth Management LLC in Phoenix, MD, with 12 years of industry experience. He has worked at several firms including Foundation Wealth & Tax Advisors, Bestgate Wealth Advisors, and American Century Investment Services. Outside of investment advisory, he is a co-presiding partner of Hay Weiss CPA, LLC, an accounting firm he helped found in 2002, and occasionally reviews industry guides for the CFA Institute. Apprise Wealth Management is an independent advisory firm managing approximately $93.4 million for about 72 clients, including individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm employs a bottom-up investment approach that integrates fundamental security analysis, asset allocation, and tax-efficient strategies, with portfolios typically blending equities, mutual funds, ETFs, and options where appropriate.

Phillip Dyer is a CFP® with 25 years of industry experience and has led Dyer Financial Advisory since 2002. He holds a Series 65 license and operates an independent advisory firm based in Towson, MD. Outside of his advisory role, he is a principal and strategic business consultant at Victory Success System, LLC, a separate business consulting venture. Dyer Financial Advisory is a fee-only registered investment adviser serving individual investors, trusts, estates, charities, and small businesses. The firm emphasizes long-term, buy-and-hold portfolio strategies based on Modern Portfolio Theory, focusing on asset allocation and low-cost index funds, while providing personalized investment management and financial planning services.