Gregory Bowser is a CFP® professional with 39 years of industry experience, currently serving at Safe Harbor Retirement Planners. His prior roles include fourteen years at Safe Harbor Financial Group LLC and ongoing involvement with Asset Management Services, Inc. Since 2025, he has also operated Cruisin the Bay Tours LLC. Safe Harbor Retirement Planners provides discretionary asset management and retirement-plan advisory services to individual and high-net-worth clients, using a globally diversified approach focused on low-cost index ETFs and individual equities. The firm offers tailored investment strategies with ongoing monitoring and conducts educational seminars and workshops for the public.

Eric Bowser is a financial advisor with Safe Harbor Retirement Planners in Abingdon, MD, holding a Series 65 designation and bringing 10 years of industry experience. He has worked with Asset Management Services, Inc. and WealthMax Advisors, LLC, and is also involved with Harford Community College in a role unrelated to investment advising. Safe Harbor Retirement Planners provides discretionary asset management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients. The firm employs a globally diversified investment approach focused on low-cost index ETFs and individual equities, with tailored allocations documented in investment policy statements and regular monitoring through quarterly reviews and rebalancing.

Henry Godfrey is a Series 66-licensed financial advisor with Safe Harbor Retirement Planners in Abingdon, MD, bringing 20 years of industry experience. He has worked with Asset Management Services, Inc. since 2009 and has been associated with Safe Harbor Financial Group LLC since 2000. Outside of advisory duties, he is also an insurance agent involved in insurance sales. Safe Harbor Retirement Planners offers discretionary asset management and retirement-plan advisory services to individual and high-net-worth clients. The firm employs a globally diversified investment approach centered on low-cost index ETFs and individual equities, with ongoing portfolio monitoring and adjustments based on client objectives.