Joey Banghart

Alexander Levy is a CFA® charterholder and financial advisor at Noordzee Capital LLC with one year of industry experience. He manages operations and content for Jetway Intel LLC, a news media and market intelligence firm focused on the airline and aerospace industries, and leads Noordzee Consulting LLC, providing research and consulting services. Noordzee Capital serves institutional clients, employer retirement plans, family offices, and high-net-worth individuals, including a significant non-U.S. client base. The firm offers portfolio management, financial planning, retirement plan consulting, and advisory services using fundamental analysis supported by economic and technical tools.

Christopher Rhim is a CFP® with 25 years of experience in the financial services industry. He is the principal of Green View Advisors LLC, where he has worked since 2008. The firm provides discretionary asset management, ongoing financial planning, and specialized divorce financial analysis for individual and trust clients. Green View Advisors manages approximately $25.2 million for a small roster of clients, using active management across multiple asset classes tailored through model portfolios and client risk assessments. The firm offers a formal divorce financial analysis service and focuses on individualized client service through a deliberately small client base.

Kathleen McQuade is a Certified Financial Planner® with three years of industry experience, operating as the sole advisor at her independent firm in Laurel, MD. She has been managing her practice since 2010 and holds a Series 65 license. Her firm provides fee-only financial planning and consulting services to individual clients, focusing on investment, retirement, insurance, education, and estate planning. The practice employs a long-term, buy-and-hold investment approach, primarily recommending no-load, low-cost, tax-efficient mutual funds with asset allocation as the key factor in portfolio returns.

Edward Neveleff is a financial advisor at Enroute Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at CUNA Brokerage Services, Inc. and NRL Federal Credit Union prior to joining Enroute Wealth Management in 2019. Outside of his advisory role, he operates Senior Insurance Services, providing long-term care insurance servicing. Enroute Wealth Management offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm focuses on mutual funds, ETFs, annuities, and Treasury Inflation-Protected Securities, applying fundamental analysis and modern portfolio theory through a non-discretionary, long-term investment approach.

Hi, I’m Matt. My job as a financial planner is to make your life simpler. To help you efficiently and effectively narrow down your options, so you can make the right decisions. And be confident in those decisions for the long-term. Financial planning and investment management are often muddied by unnecessary complexity (usually in an effort to sell you something). It doesn’t need to be this way. I began my career in the financial services industry in 2003 as an analyst with the due diligence law firm Snyder Kearney, LLC (Columbia, MD). At Snyder Kearney, I reviewed public and private securities offerings and evaluated national securities sponsoring companies, focusing on real estate investments and non-traditional investment products. It was there that I realized that I wanted to know more about the practice of law and a lot more about the pretty co-worker in the cubicle next to me, Sylvie. I earned my law degree in 2007 from the University of Baltimore School of Law and married Sylvie in 2008; further proof that education and personal relationships are the investments that produce the best returns. After law school, I practiced law with the firm David Albert & Associates, LLC (Bethesda, MD), focusing in estate planning and administration, guardianship administration, taxation of estates and trusts, and business formations. There, I recognized that helping clients through complicated and often stressful issues was intellectually stimulating and emotionally fulfilling. In 2010, I opened Patuxent Financial Partners, LLC, registered as an Investment Adviser with the State of Maryland in 2017. Here, I leverage my legal background to provide clients with value-added insight in the overlapping areas of estate and financial planning. More importantly, as a personal financial planner and small business owner, I can build lasting relationships with clients and their families; these connections make my work fulfilling, because client success becomes intertwined with my own. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and hold the FINRA Series 65 securities registration. Raised in Columbia, Maryland, I graduated from McDaniel College with a bachelor's degree in English. Outside of the office, I enjoy running, reading, and hiking with my wife, son, and our mutt hound, Kodi.

Brett Friedman is a CFP® with 17 years of industry experience, currently serving as the sole advisor at D&S Wealth Management Group. He has held roles at Peak Investment Advisors and has been involved with DeLeon and Stang CPA's since 2006, where he serves as Chief Growth & Strategy Officer. He is also the managing member of D&S Insurance Solutions, an insurance agency. D&S Wealth Management Group is a Maryland-registered advisory firm that primarily serves individual clients and their families, as well as entities such as foundations, charities, and retirement plans. The firm offers discretionary portfolio management and comprehensive financial planning, emphasizing tailored plans and diversified asset allocation using a variety of investment vehicles.