Bradley Fine is a Series 65-licensed financial advisor with eight years of industry experience. He is the sole principal of Four Seasons Investment Management LLC and previously worked at Sandy Spring Bank/TRUST for 17 years. Four Seasons Investment Management is an independent, fee-only firm serving individual investors, trusts, endowments, and select business entities. The firm offers discretionary wrapped investment management, hourly advisory services, and educational seminars, managing portfolios under a fiduciary Prudent Investor Standard with a focus on globally diversified allocations and tax sensitivity.

Kevin Ohara is a CFP® professional with eight years of industry experience. He is currently with O'H Capital LLC, where he has worked since 2023, following a 16-year tenure at Truist Financial and a brief retirement. O'H Capital LLC provides discretionary asset management and ongoing investment advisory services to individuals, high net worth clients, trusts, small businesses, and estates. The firm develops client-specific investment strategies using fundamental and technical analysis and conducts quarterly portfolio reviews under discretionary trading authority.

Paul Jones is a financial advisor at Great Ocean Road Financial with 13 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to founding his current firm, he worked at Watchtower Wealth Management and held roles with various organizations including TransCore and the Commonwealth of Pennsylvania Comptroller's Office. Jones also owns and operates Jones Accounting Company LLC, providing accounting, bookkeeping, and tax preparation services. Great Ocean Road Financial is an independent advisory firm serving individual investors and plan sponsors with investment management, financial planning, and retirement plan consulting. The firm offers tailored portfolios using a mix of fundamental, technical, and quantitative analysis, and provides specialized ERISA advisory services, benefiting from the owner’s CPA background and affiliated accounting practice.

John Rothe is the sole advisor at ARTAIS Capital Management, LLC in Lewes, Delaware, holding Series 63 and Series 65 registrations with 24 years of industry experience. He has worked at ARTAIS Capital Management since 2006. ARTAIS Capital Management provides ongoing portfolio management and project-based financial planning to individuals, including high net worth clients, corporate entities, trusts, estates, and charitable organizations. The firm combines fundamental, technical, cyclical, and charting analysis to construct portfolios and offers both research-driven model portfolios and individualized management, with a notable emphasis on non-discretionary assets and serving institutional-type clients alongside individual households.

Eric Stone is a CFP® with 17 years of industry experience and is the sole advisor at ECT Advisory, LLC. He has worked at ECT Financial since 2010. Outside of his advisory role, he is also involved in selling group insurance. ECT Advisory, LLC provides investment management, financial planning, and retirement plan consulting to individuals, estates, trusts, charitable organizations, and corporate pension and profit-sharing plans. The firm employs an asset-allocation approach using actively managed mutual funds, index funds, stocks, and bonds, and offers vendor due diligence and performance monitoring for retirement plans.

Kirsten Lopez is a CFP® and holds a Series 66 license, currently serving as the sole advisor at Metz Capital Management LLC in Lewes, DE. She has been working in the financial industry since 2015, including her current role at Metz Capital Management since 2024 and prior experience at Merrill. Metz Capital Management provides discretionary investment supervisory services and fee-based financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm focuses on diversified portfolios mainly composed of no-load mutual funds, certificates of deposit, bonds, equities, and ETFs, with an investment process that includes portfolio diversification, periodic rebalancing, and detailed risk and fee analysis.

John Farrell is a financial advisor at Greenwich Financial Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Greenwich Financial Advisors since 2010. Greenwich Financial Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm uses a variety of investment strategies tailored to client objectives, including fundamental, technical, and cyclical analysis, and offers specialized services such as corporate and personal tax planning, cost segregation studies, and corporate structure advice.

Andrew Metz is the principal of Metz Capital Management LLC in Lewes, Delaware, with 26 years of industry experience. He holds a Series 65 designation and has led his firm since its founding in 1999. Metz Capital Management provides discretionary investment supervisory services and fee-based financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $86 million in client assets, offering portfolio management and comprehensive planning with a focus on diversified allocations primarily using no-load mutual funds, ETFs, individual equities, and fixed income securities.

Bruce Kramer is a financial advisor at Greenwich Financial Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been managing his own CPA firm, Bruce Kramer CPA, LLC, since 2014, where he dedicates most of his time to accounting and tax preparation services. Greenwich Financial Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, offering comprehensive portfolio management and specialized tax and corporate planning. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance, emphasizing tax- and corporate-oriented advisory services alongside active portfolio management and alternative investment access.

Nicholas Burkholder is a CFP® with 22 years of industry experience, currently serving at Burkholder & Associates, LLC since 2021. Prior to founding his firm, he worked for Lincoln Financial Advisor and Lincoln National Life Insurance Co. for 17 years. He also offers seminars and writes articles on financial planning topics. Burkholder & Associates provides discretionary portfolio management, pension consulting, and financial planning to individuals, business owners, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods in its investment approach and offers tailored investment policy statements and ongoing management under discretionary authority.

Arjun Goel is a financial advisor with Cagr Finance LLC, holding a Series 65 designation and over eight years of industry experience. He previously worked at Evolution Finance Inc. and the Smith School of Business before joining Cagr Finance. Cagr Finance LLC is a newly registered SEC investment adviser that provides automated, discretionary asset management and standalone research tools through an interactive website. The firm serves individual and high-net-worth investors by offering model portfolios and portfolio integration tools, using a long-term, value-oriented investment approach implemented through proprietary quantitative and fundamental models.

Bradley Kaplan is a CFP® with 28 years of industry experience, currently serving at Kaplan Wealth Management, Inc. since 1997 and associated with LPL Financial since 2013. He holds Series 63 and Series 65 licenses. Kaplan Wealth Management serves individuals, trusts, estates, and business entities, managing approximately $83.4 million on a discretionary basis for about 214 clients. The firm offers comprehensive financial planning and discretionary wealth management, tailoring portfolios primarily through mutual funds, ETFs, and a blend of fundamental and technical analysis across diversified investment strategies.

Cameron Fitzgerald is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently affiliated with BDFS Capital LLC and has prior experience with firms including The Leaders Group Inc, MS Howells & Co., and LPL Financial. Outside of financial advising, he is a partner in a local transportation business, Diamond State Limousine LLC. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs multiple analytical methods and offers both long- and short-term trading strategies, sponsoring a wrap fee program and managing a broad investment universe that includes alternatives such as private equity and commodities.

Jeffrey Puglia is a CFP® with 28 years of industry experience, currently serving at BDFS Capital LLC. His prior work includes roles at LPL Financial and Ms Howells & Co. Outside of advisory work, he is president of Jiggy's Farms, which produces natural soil amendments, and serves as treasurer for the Friends of Milford Museum. BDFS Capital LLC provides portfolio management and financial planning to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs various analytical methods and trading approaches, sponsors a wrap fee program, and offers access to a broad investment universe including alternatives and private placements.

Kenneth Reese is a financial advisor at BDFS Capital LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group Inc, MS Howells & Co., LPL Financial, and Guardian Life Insurance Company. Reese is also a partner at Black Diamond Financial Solutions, where he creates and monitors financial plans and investments. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs multiple methods of analysis and offers both long-term and short-term trading approaches, sponsoring a wrap fee program and incorporating a broad investment universe that includes alternatives such as private equity and commodities.

Mark Nehra is a CFP® with 17 years of industry experience, currently serving at BDFS Capital LLC. His prior roles include positions at Black Diamond Financial Solutions, Waddell & Reed, and various insurance carriers. Outside of his advisory work, he is Treasurer of the Milford Senior Center Board of Directors and President of the Lynnwood Village Homeowners Association. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs diverse analytical methods and offers a wrap fee program alongside directing clients to third-party platforms when appropriate.

Wesley Humes is a financial advisor at BDFS Capital LLC with Series 65 credentials and one year of industry experience. Prior to joining BDFS Capital, he worked in construction and has been involved with Blue Hen Restaurant for eight years. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs diverse analytical methods and offers both long-term and short-term trading approaches, sponsoring a wrap fee program and including a broad investment universe that encompasses alternatives such as private equity and venture capital.

Joseph Mc Gloin is a financial advisor at BDFS Capital LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Starboard Claw and Fin's Hospitality Group. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs multiple analytical methods and offers both long-term and short-term trading strategies, sponsoring a wrap fee program and managing a broad investment universe that includes alternatives such as private equity and commodities.

Justin Bennitt is a financial advisor at Blue Rock Financial Group with 16 years of industry experience. He holds a Series 65 credential and previously worked at Brandywine Global Investment Management, LLC for 11 years. He is also involved with Dravo Bay LLC. Blue Rock Financial Group serves individuals, high-net-worth families, trusts, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term strategic asset allocation approach using low-cost ETFs and institutional share classes, integrating financial planning with ongoing portfolio monitoring and reviews.

Leonard Hayduchok is a CFP® professional with 18 years of experience in financial services. He is currently with Turner Financial Group, Inc. and has held roles at several firms including Dedicated Senior Advisors and SGL Financial, LLC. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets through a team of eight advisors, using model-based portfolio allocations and a combination of fundamental, technical, and cyclical analysis.