Michael Kimmel is a CFP® and Series 65-registered advisor at Greenspring Advisors, LLC with nine years of industry experience. He previously worked at Wealthstream Advisors, Inc. for 14 years before joining Greenspring in 2025. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and offers a range of fiduciary and non-fiduciary retirement plan services, including the (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

James Perriello is a CFP® professional with two years of industry experience. He is currently with Greenspring Advisors, LLC, where he has worked since 2025. Prior to this, he was with Wealthstream Advisors, Inc. for six years and had earlier experience at Rockbridge Investment Management. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm uses fundamental, quantitative, and qualitative analysis with regular account reviews, and offers a notable suite of retirement services including The (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Timothy Daly is a CFP® with two years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC. He previously worked at Wealthstream Advisors, Inc. and PricewaterhouseCoopers, and is also the owner of a certified public accounting firm specializing in tax preparation. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis and offers both fiduciary and non-fiduciary retirement plan services, including a distinctive suite of participant-focused retirement platforms.

Joseph Orff is a CFP® and CFA® with three years of industry experience. He currently works at Greenspring Advisors, LLC, where he has been since 2025. Prior to this, he was employed at Wealthstream Advisors, Inc. from 2018 to 2025. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment approach and offers a mix of fiduciary and non-fiduciary retirement plan services, including the (k)larity Plan™ pooled employer plan and (k)larity @ Work™ platform.

Brenna Mcloughlin is a CFP® with four years of industry experience, currently with Greenspring Advisors, LLC. She previously worked at Wealthstream Advisors, Inc. for ten years. Outside of her advisory role, she serves as secretary and board member of a residential cooperative in New York City, handling administrative duties such as meeting scheduling and minute taking. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering wealth management, financial planning, and retirement consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis, with regular portfolio reviews and a notable suite of retirement services including The (k)larity Plan™ pooled employer plan and (k)larity @ Work™ platform.

Eric Siss is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Greenspring Advisors, LLC and previously worked at Wealthstream Advisors and Rockwood Wealth Management. He serves on the planning committee for the NAPFA Large Firm Forum without compensation. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment approach and offers a notable suite of retirement services, including The (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Matthew Gordon is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Greenspring Advisors, LLC since 2025. Prior to joining Greenspring, he worked for 12 years at Wealthstream Advisors, Inc. He is a member of the investment committee for Rodeph Sholom, where he assists in managing the temple's endowment and pension funds. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis with regular account reviews and offers fiduciary and non-fiduciary retirement plan services, including proprietary pooled employer plan platforms.

Chloe Denning is a CFP® professional with two years of experience in financial advising. She currently works at Greenspring Advisors, LLC and previously spent four years at Wealthstream Advisors, Inc. Prior to entering the financial industry, she held roles at Marriott International and Starwood Hotels and Resorts. Greenspring Advisors serves a diverse client base including individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors. The firm offers private money management, comprehensive wealth management, financial planning, and retirement plan consulting using a combination of fundamental, quantitative, and qualitative analysis along with regular portfolio reviews and fiduciary services for retirement plans.

Kayla Sabbagh is a CFP®-certified financial advisor with two years of industry experience. She is currently with Greenspring Advisors, LLC and previously worked at Wealthstream Advisors, Inc. and The Vanguard Group, Inc. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in portfolio management and offers a distinctive suite of retirement services including The (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Katharine George is a CFP® professional with four years of industry experience. She has worked at Greenspring Advisors, LLC since 2025 and previously spent eight years with Wealthstream Advisors, Inc. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental, quantitative, and qualitative analysis, along with asset-allocation and manager due diligence, and offers a distinctive suite of retirement services including The (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Michael Goodman is a CFP® and PFS™ credentialed advisor with 21 years of industry experience. He has worked at Greenspring Advisors, LLC since 2025 and was previously with Wealthstream Advisors, Inc. for 21 years. Goodman serves as chair of the AICPA PFP Symposium. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm uses fundamental, quantitative, and qualitative analysis alongside asset allocation and manager due diligence, and offers a range of fiduciary and non-fiduciary retirement plan services.