Roy Beyer is the sole advisor at Priority Financial Advisors, LLC in Frederick, MD, with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Capwest since 2007 and the Wycoff Stock Market Institute since 1992. Outside of advisory work, he owns a music performance business providing live music at private events. Priority Financial Advisors is an independent registered investment adviser serving individual and high-net-worth clients with ongoing investment supervisory services and hourly financial planning. The firm uses a defined Investment Policy Statement tailored to each client and employs a mix of charting, fundamental, technical, and cyclical analysis to build diverse portfolios, while offering complimentary educational seminars and maintaining a very small client roster managed solely by the principal advisor.

Christopher Murray is the principal of Murray Financial Group, Inc., an independent advisory firm based in Frederick, MD. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to the current firm structure, he was associated with the Retirement Planning Center of MD Inc. for over two decades. Outside of financial advising, he is a partner in a real estate business, Degaran, LLC. Murray Financial Group serves primarily high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides financial planning, consulting, and referral services, focusing on evaluating client objectives and referring portfolios to third-party managers while offering values-based and Biblically Responsible Investing options.

My name is Matthew, your advisor at Cadence Planning. I entered the professional world as a teacher. For over six years, I spent time with students, developed after-school robotics programs, and relished the opportunity to educate and empower the people around me. That is why, I believe it is important for clients to understand, I entered the financial world as a teacher as well. The passion for teaching never left me. I had witnessed, first hand, the impact education has on someone's self-confidence, security, and semblance of joy. And I carry this approach with me into my advising. In 2006 I decided to leave teaching altogether to work full-time as a tax accountant. I took and passed each section of the EA exam between 2009 and 2010, receiving my EA designation in March 2011. I've been given the opportunity to present to my peers at conferences and in 2012 was honored to be a recipient of the “Outstanding Young Professionals Award” from the Maryland Society of Accountants. In 2021, I completed the Financial Planning Program at the Boston Institute of Finance at Bryant University and subsequently passed the CFP exam and earned my CFP Marks. It's been a hard but rewarding journey and has left me feeling empowered to help clients. That is why I love what I do.

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.

Jeffrey Bowers is a CFP® with 25 years of industry experience, currently serving as the sole advisor at Plan2Retire in Hagerstown, MD. He has worked at Bowers Advisory Group, LLC since 2008 and co-owns Donald C. Bowers Insurance, Inc., a non-investment-related business. Plan2Retire is an independent, fee-based advisory firm that serves individual households and employer retirement plans with discretionary portfolio management, financial planning, and qualified plan consulting. The firm employs individualized investment policy statements and a combination of fundamental, technical, and cyclical analysis, and offers comprehensive financial consulting, participant education, and public seminars.

Catharine Fairley is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. She is the principal of Catharine Fairley Planning Group LLC, an independent firm based in Frederick, MD. In addition to financial planning, she owns and operates a separate CPA firm, Catharine Fairley, CPA LLC, where she spends most of her professional time. Her firm provides fee-only, hourly financial planning services to individuals, business owners, and trustees, with an emphasis on tax and divorce-related financial planning. The firm offers a long-term, buy-and-hold investment approach using diversified, no-load mutual funds and ETFs, and maintains a non-implementation service model without discretionary authority or asset management.

Leah Woodly is a CFP® with three years of industry experience, currently serving as a financial advisor at Dorval & Chorne Financial Advisors since 2022. Her prior experience includes roles at AdvisorNet Wealth Management and Jacobs. Outside of advising, she is involved in tax preparation services. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth clients, and businesses. The firm manages approximately $374 million in assets and employs an investment approach grounded in Modern Portfolio Theory and fundamental analysis, tailoring portfolios to clients’ objectives and risk tolerances.

Raymond Cooley is a financial advisor at Wealthplans, LLC with 32 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to founding Wealthplans in 2021, he spent nearly three decades at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory work, he is president of Cooley & Associates, P.C., an accounting and tax preparation firm. Wealthplans, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, nonprofits, and retirement plans. The firm manages approximately $173 million in assets and emphasizes diversified portfolios using low-cost mutual funds and ETFs, complemented by individual securities and options with a generally long-term approach. Wealthplans also offers accounting and tax-planning services through its affiliated tax practice and provides specialized retirement-plan advisory services including IPS design and ERISA 404(c) assistance.

Sean Moore is a CFP® and Series 66-licensed advisor with eight years of industry experience. He currently serves as a co-owner and Director of Operations at Moore Wealth and previously worked at Commonwealth Financial Network. Before entering the financial industry, he served six years in the United States Army. Moore Wealth is a registered investment adviser serving individual and high-net-worth clients, retirement plans, and charitable or corporate accounts. The firm offers financial planning, asset management, and retirement plan consulting, employing a range of investment strategies including discretionary portfolio management and personalized indexing.

Shabri Moore is a CFP® with 28 years of industry experience, currently serving as a managing partner at Moore Wealth. Prior to joining Moore Wealth in 2023, Moore spent 14 years at Commonwealth Financial Network. Moore Wealth, LLC is a registered investment adviser that serves individual and high-net-worth clients, retirement plans, and charitable or corporate accounts. The firm provides financial planning, asset management, and retirement plan consulting, managing approximately $156.9 million on a discretionary basis across about 204 client relationships through three advisors.

Timothy Stolz is a Certified Financial Planner® with seven years of experience, currently serving as an advisor at Bestgate Wealth Advisors, LLC. He has a background that includes roles at SurePath Wealth Management, Court Place Advisors, and McLean, Koehler, Sparks & Hammond. Stolz is also a Certified Public Accountant and partner at Bestgate Tax & Accounting Advisors, LLC, a CPA firm focused on tax and accounting for small businesses and individuals. Bestgate Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, businesses, and retirement plans. The firm employs an investment approach that combines fundamental analysis, modern portfolio theory, and quantitative analysis, with a focus on long-term trading and diversified allocations.

Gregory Will is a CFP® professional with six years of experience in financial advising. He has worked at Bestgate Wealth Advisors, LLC since 2019 and previously at Park Avenue Securities, LLC and Hertzbach & Company, PA. In addition to his advisory role, he is a principal at Bestgate Tax & Accounting Advisors, LLC, where he has been involved since 2018. Bestgate Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, businesses, and retirement plans. The firm manages approximately $129 million for over 100 clients, utilizing a combination of fundamental analysis, modern portfolio theory, and quantitative methods to implement long-term, diversified investment strategies.

Christopher Rhoads is a financial advisor at NorthPeak Financial, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at NorthPeak Financial since 2021. Outside of advising, he is the managing member of WealthFlow Inc., an insurance agency, and the CEO of Live Pulse, a technology company. NorthPeak Financial, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm uses a customized investment process combining analytical methods and advisor judgment to manage portfolios and also offers pension consulting services.

Jason Cox is a financial advisor with Northpeak Financial, Inc. in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Northpeak Financial since 2011. NorthPeak Financial, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm uses a customized investment process combining analytical methods and advisor judgment to manage portfolios, and it also offers pension consulting and retirement plan advisory services.

Erik Moore is a financial advisor at Moore Wealth with nine years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network and D.B. Root & Co. He is co-owner, partner, and director of investment strategy at Moore Wealth. Moore Wealth primarily serves individual and high-net-worth clients, retirement plans, and charitable or corporate accounts, providing financial planning, asset management, and retirement plan consulting. The firm manages approximately $156.9 million on a discretionary basis and employs a range of investment strategies including discretionary portfolio management, personalized indexing, and the use of Commonwealth-sponsored programs.

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.

Corey Grimes is a financial advisor at Turning Point Financial in Frederick, MD, holding a Series 65 designation. He joined the firm in 2024 after an 11-year career at Carmax. Turning Point Financial serves individual and high-net-worth clients, business owners, and employer retirement plans by providing financial planning, discretionary portfolio management, tax/accounting, and insurance solutions. The firm uses discretionary model portfolios and third-party sub-advisers, integrates in-house tax and accounting services, and operates an affiliated insurance agency.

Thomas Pignone is a financial advisor at Turning Point Financial with 51 years of industry experience. He has held roles at Turning Point Financial since 1994 and previously worked with Cambridge Investment Research Advisors Inc. from 2013 to 2019. Turning Point Financial serves individual and high-net-worth clients, business owners, and employer retirement plans by providing financial planning, portfolio management, tax and accounting, and insurance solutions. The firm uses discretionary model portfolios, third-party sub-advisers, and integrated in-house tax and accounting services, including CPAs on staff.

Brian Williamson is a financial advisor at Veridian Capital Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services. Outside of his advisory role, he is the principal of Estate Legal Services, LLC, providing legal estate planning and probate services, and serves as a board member and treasurer for the District of Columbia Arts Center, a nonprofit promoting visual and performing arts. Veridian Capital Partners is a team-based registered investment adviser serving individuals, trusts, estates, and business clients with discretionary portfolio management, financial planning, and retirement consulting. The firm employs a multi-method investment approach that includes qualitative, quantitative, and technical analysis across a broad range of strategies.

Kurt Lalomia is a CFP® professional with 33 years of industry experience, currently serving at Turning Point Financial since 2019. His prior roles include positions at Cambridge Investment Research and Janney Montgomery Scott. He is also an independent insurance agent representing various companies in Frederick, MD. Turning Point Financial serves individual and high-net-worth clients, business owners, and retirement plans by offering financial planning, portfolio management, tax, accounting, and insurance solutions. The firm combines discretionary model portfolios with third-party sub-advisers and integrates in-house tax and accounting services alongside its advisory practice.