Jeffrey Montgomery

Christopher Furno is a financial advisor at Summit Wealth Management in Berlin, MD, holding a Series 66 credential and with seven years of industry experience. His prior roles include positions at Cambridge Investment Research and Kovack Securities. He is also an independent insurance agent offering life insurance and annuity products. Summit Wealth Management provides financial planning, portfolio management, and pension consulting primarily for pooled and institutional accounts, including retirement plan sponsors, while serving individual and small-business clients. The firm employs a Core+Satellite investment approach and offers modular financial plans, educational workshops, and due diligence on external managers.

Michael Farley is a financial advisor at Farley Financial in Berlin, MD, holding a Series 66 designation with 23 years of industry experience. He has been with Q1 Advisors, Inc. since 2007. Farley Financial provides discretionary investment management and portfolio oversight primarily for individuals, families, trusts, guardianships, foundations, and endowments, focusing on non–high-net-worth clients. The firm employs a disciplined four-step process to create individualized asset-allocation strategies, predominantly recommending exchange-traded funds and mutual funds while avoiding market timing.

Dane Krich is a financial advisor at Odyssey Investments, LLC with four years of industry experience. He holds a Series 65 designation and has been with Odyssey Investments since 2021. Outside of his advisory role, Krich serves as the Manager of the Mid-Atlantic Symphony Orchestra and the Executive Director of the Chesapeake Youth Symphony Orchestra, and he teaches classes at Morgan State University. Odyssey Investments provides portfolio management services to individual and high-net-worth clients, specializing in a long-term, equity-focused investment approach supplemented by fixed income, REITs, non-U.S. securities, and precious metal ETFs. The firm sponsors a wrap fee program and manages accounts on a non-discretionary basis.

Anthony Christ is a financial advisor at Odyssey Investments, LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Capital Securities Management Inc. Outside of his advisory role, he is chairman of Brian's Song, a nonprofit organization that performs a live show to prevent heroin use among children. Odyssey Investments provides portfolio management services primarily to individual and high-net-worth clients, employing a long-term, equity-focused investment approach supplemented by fixed income, REITs, international securities, and precious metal ETFs. The firm sponsors a wrap fee program and manages accounts on a non-discretionary basis with documented client goals and risk tolerances.

Amy Castro is a financial advisor at Farley Financial in Berlin, MD, holding a Series 65 designation with two years of industry experience. She has been with Farley Financial since 2021 and previously worked at Ocean Enterprise LLC for ten years. Farley Financial provides discretionary investment management and portfolio oversight primarily for individuals, families, trusts, guardianships, foundations, and endowments, focusing on a client base that is predominantly non–high-net-worth households. The firm employs a disciplined four-step process to develop individualized asset-allocation strategies and primarily recommends exchange-traded funds and mutual funds while avoiding market timing.

Harold Carmean is a financial advisor at CWM Advisory, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, SCF Securities, WFG Investments, and National Life of Vermont. Outside of his advisory role, he is an instructor for the 3of7Project, a training company focused on mental, spiritual, and physical development. CWM Advisory, LLC provides advisory and planning services primarily to individual and high-net-worth clients as well as pension and employee benefit plans. The firm emphasizes client goal identification and risk tolerance to place clients into SEI-managed strategies using modern portfolio theory and long-term investment approaches, while offering concierge and multi-generation planning services.