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Ryan S

CFP®, Series 66

Towson, MD

Greenspring Advisors, LLC

Ryan Stark is a Certified Financial Planner® at Greenspring Advisors, LLC with 11 years of industry experience. He has worked at several firms, including LPL Financial, Complete Money Management, MCo Advisors, and AdaptFirst Investments. Greenspring Advisors offers investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and retirement plans. The firm employs a fundamental, quantitative, and qualitative approach with an emphasis on asset allocation and provides services such as portfolio management, comprehensive wealth planning, and retirement plan consulting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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George P

CFA®

Towson, MD

Greenspring Advisors, LLC

George Panageotou is a CFA® charterholder with two years of industry experience. He has worked at Greenspring Advisors, LLC since 2026 and previously held positions at T. Rowe Price and Brown Advisory. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, and employer-sponsored retirement plans. The firm combines fundamental, quantitative, and qualitative analysis with an asset-allocation focus, and offers both discretionary and non-discretionary portfolio management along with comprehensive wealth planning.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Benjamin G

CFP®, Series 66

Towson, MD

Greenspring Advisors, LLC

Benjamin Galloway is a CFP® professional with eight years of industry experience, currently serving at Greenspring Advisors, LLC since 2019. His prior experience includes roles at Merrill Lynch and Bank of America, as well as two years at Stryker Orthopaedics. Outside of his advisory work, he serves on the school board of Immaculate Conception School in Towson, Maryland. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering comprehensive wealth management, private money management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis with regular account reviews, and provides fiduciary and non-fiduciary retirement plan services through platforms such as The (k)larity Plan™.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Christian S

Series 65

Towson, MD

Greenspring Advisors, LLC

Christian Stanley is a financial advisor with Greenspring Advisors, LLC in Towson, MD, holding a Series 65 designation and bringing 11 years of industry experience. He has been with Greenspring Advisors since 2015. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans, utilizing a blend of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation. The firm offers both discretionary and non-discretionary portfolio management and operates participant-focused retirement services including a proprietary platform and educational resources.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Andrew C

Series 66

Towson, MD

Greenspring Advisors, LLC

Andrew Crosby is a financial advisor at Greenspring Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Greenspring Advisors since 2017, following three years at RBC Capital Markets. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm employs fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers a range of services including discretionary portfolio management and retirement plan consulting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Owen D

CFP®, Series 65

Towson, MD

Greenspring Advisors, LLC

Owen Demmerly is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC since 2015. He holds the Series 65 credential and is based in Towson, MD. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm employs a blend of fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers services including portfolio management, wealth planning, and institutional retirement plan consulting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Jeffrey B

CFP®, Series 65

Towson, MD

Greenspring Advisors, LLC

Jeffrey Bernfeld is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Greenspring Advisors, LLC since 2013. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm uses fundamental, quantitative, and qualitative analysis combined with asset-allocation and manager due diligence, and provides a notable suite of retirement services including discretionary plan-level management and participant-level advice through its (k)larity Plan™ and (k)larity @ Work™ platforms.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Justin B

CFA®

Towson, MD

Greenspring Advisors, LLC

Justin Brown is a CFA® charterholder serving as a financial advisor at Greenspring Advisors, LLC with three years of industry experience. Prior to joining Greenspring Advisors, he worked at T. Rowe Price for four years and briefly at Legg Mason. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and retirement plans. The firm utilizes fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers both discretionary and non-discretionary portfolio management alongside comprehensive wealth planning and institutional retirement consulting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Daniel M

CFP®, Series 65

Towson, MD

Greenspring Advisors, LLC

Daniel Mong is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Greenspring Advisors, LLC since 2017, following a prior role at Silberstein Insurance Group and earlier experience at Bob Bell Chevrolet. Greenspring Advisors serves a diverse client base including 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 employs fundamental, quantitative, and qualitative analysis in its investment approach and offers a range of fiduciary and non-fiduciary retirement plan services.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Jason D

CFP®, Series 63, Series 66

Towson, MD

Greenspring Advisors, LLC

Jason Dye is a CFP® professional with 17 years of industry experience. He currently works at Greenspring Advisors, LLC and has previously held roles at McLean Asset Management Corporation, Raymond James & Associates, Glass Jacobson Wealth Advisors, Tuttle Wealth Management, and Citigroup Global Markets. Greenspring Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm utilizes a combination of fundamental, quantitative, and qualitative analysis with an asset-allocation focus, offering discretionary and non-discretionary portfolio management alongside comprehensive wealth planning and institutional retirement plan consulting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Marcus S

CFP®, Series 63

Towson, MD

Greenspring Advisors, LLC

Marcus Schafer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC since 2024. He previously worked at Dimensional Fund Advisors for nine years. 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 a range of fiduciary and non-fiduciary retirement plan services, including unique platforms such as The (k)larity Plan™ and (k)larity @ Work™.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Jeremy S

CFP®, Series 63, Series 65

Towson, MD

Greenspring Advisors, LLC

Jeremy Stack is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC in Towson, MD. His prior work includes roles at Raymond James Financial Services, Rabadeau Wealth Group, and Vision Retirement, among others. He manages a family partnership involved in private real estate investments outside of his advisory work. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, non-profit organizations, and employer-sponsored retirement plans. The firm employs a combination of fundamental, quantitative, and qualitative analysis with an asset-allocation focus, incorporating third-party managers when appropriate and offering participant-focused retirement services through proprietary platforms.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Matthew C

Series 65

Towson, MD

Greenspring Advisors, LLC

Matthew Cellini is a Series 65-licensed financial advisor with Greenspring Advisors, LLC in Towson, MD, where he has worked since 2011. He has 13 years of industry experience. 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 range of fiduciary and non-fiduciary services, including discretionary portfolio management and retirement plan solutions such as The (k)larity Plan™ pooled employer plan.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Mary G

CFP®, Series 63, Series 65

Towson, MD

Greenspring Advisors, LLC

Mary Goetz is a CFP® professional with 14 years of experience at Greenspring Advisors, LLC, where she has worked since 2012. She holds Series 63 and Series 65 registrations and is based in Towson, MD. Greenspring Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm uses a blend of fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers a range of services from portfolio management to institutional retirement plan consulting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Patrick S

Series 65

Towson, MD

Greenspring Advisors, LLC

Patrick Sweeney is a financial advisor at Greenspring Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has been with Greenspring Advisors since 2020. Prior to his advisory role, he worked at Columbia Gym for ten years. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm combines fundamental, quantitative, and qualitative analysis with rigorous due diligence and provides a range of fiduciary and non-fiduciary retirement plan services, including the (k)larity Plan™ pooled employer plan and (k)larity @ Work™ platform.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Gregory H

CFP®, Series 63, Series 65

Towson, MD

Greenspring Advisors, LLC

Gregory Hobson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC since 2017. He previously worked at RBC Capital Markets Corporation from 2009 to 2017. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm utilizes a combination of fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers services including portfolio management, comprehensive wealth planning, and institutional retirement plan consulting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Spencer B

Series 65

Towson, MD

Greenspring Advisors, LLC

Spencer Blair is a financial advisor at Greenspring Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has been with Greenspring Advisors since 2018, including during a period of unemployment from 2012 to 2018. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with a range of services including private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm uses fundamental, quantitative, and qualitative analysis, along with regular account reviews and due diligence, and offers a distinctive suite of retirement services through its (k)larity Plan™ and (k)larity @ Work™ platforms.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Jacob C

Series 65

Towson, MD

Greenspring Advisors, LLC

Jacob Carson is a financial advisor at Greenspring Advisors, LLC in Towson, MD, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Towson University’s University Union and Stratosphere Social. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering a range of services including private money management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and provides both fiduciary and non-fiduciary retirement plan services.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Maxton H

CFP®, Series 65

Towson, MD

Greenspring Advisors, LLC

Maxton Herbkersman is a CFP® with three years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC. Prior to joining Greenspring, he held roles at PepsiCo and the University of Maryland. Outside of his advisory work, he has experience as a bartender. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm employs a combination of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation and offers both discretionary and non-discretionary portfolio management.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Brian E

Series 66

Towson, MD

Greenspring Advisors, LLC

Brian Ellis is a financial advisor with Greenspring Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Agia, Corebridge Financial, Valic Financial Advisors, and a position at the University of South Carolina. Greenspring Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, estates, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a multi-faceted investment approach incorporating fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers services such as discretionary portfolio management, comprehensive wealth planning, and retirement plan consulting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Casey C

Series 65

Towson, MD

Greenspring Advisors, LLC

Casey Crawford is a financial advisor at Greenspring Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Greenspring Advisors since 2021, following an extended period of study from 2008 to 2020. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, and employer-sponsored retirement plans. The firm employs a multi-disciplinary investment approach combining fundamental, quantitative, and qualitative analysis, with a focus on asset allocation and customized portfolio management.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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John C

CFP®, Series 66

Towson, MD

Greenspring Advisors, LLC

John Collins Jr. is a CFP® with 25 years of industry experience, currently serving as an advisor at Greenspring Advisors, LLC since 2004. He is also associated with J.P. Collins and Associates, Inc. Outside of his advisory roles, no additional activities were reported. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with private money management, comprehensive wealth management, financial planning, and retirement consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment approach and offers a range of fiduciary and non-fiduciary retirement plan services, including the notable (k)larity Plan™ pooled employer plan and (k)larity @ Work™ platform.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Sullivan B

Series 63, Series 66

Towson, MD

Greenspring Advisors, LLC

Sullivan Beck Winter is a financial advisor at Greenspring Advisors, LLC with two years of industry experience. He previously worked at T. Rowe Price and Ameriprise Financial Services, LLC. Outside of finance, his background includes roles in the hospitality and remodeling industries as well as experience in education. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non‑profit organizations, and employer‑sponsored retirement plans. The firm employs a mix of fundamental, quantitative, and qualitative analysis focused on asset allocation, offering portfolio management, comprehensive wealth planning, and retirement consulting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Rachael D

Series 66

Towson, MD

Greenspring Advisors, LLC

Rachael Deveau is a financial advisor at Greenspring Advisors, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Chapin Davis Investments and OrthoMaryland. Outside of her advisory roles, she has volunteered with the Chestnut Ridge Volunteer Fire Company. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm uses fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers discretionary and non-discretionary portfolio management, comprehensive wealth planning, and retirement plan consulting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Matthew K

Series 63, Series 66

Towson, MD

Greenspring Advisors, LLC

Matthew Knudsen is a financial advisor at Greenspring Advisors, LLC with four years of industry experience. He previously worked at T. Rowe Price from 2022 to 2026 and has held positions at Bozzuto Group and Amazon. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm’s investment approach combines fundamental, quantitative, and qualitative analysis with an asset-allocation focus, and it offers services including discretionary portfolio management, comprehensive wealth planning, and institutional retirement plan consulting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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