Walter Zurowski is a financial advisor at IP Financial Advisory Services LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Shore United Bank, LPL Financial, Cetera Investment Services, and Northwest Advisors. Zurowski is also the business owner of Clarkscapes, LLC in Phoenix, MD. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and managed account programs. The firm employs a range of analytical approaches and provides specialized advisory services including actuarial analysis, benefits and insurance consulting, and investment banking support.

Marc Asher is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Lifemark Securities Corp. from 2000 to 2018 and has operated Asher & Associates, a tax and accounting firm, since 2015. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers a range of portfolio management and consulting services, employing multiple investment platforms and combining advisory, brokerage, and insurance capabilities.

Lucas Belanger is a financial advisor at Verdence Capital Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has been with Verdence since 2017. Prior to joining Verdence, he worked at American University from 2013 to 2017. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations, providing portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory services for other registered advisers.

Stephen Thacker is a financial advisor at Verdence Capital Advisors, LLC with 22 years of industry experience. He has been with Verdence since 2017 and previously worked at Hightower Advisors from 2015 to 2017. He holds the Series 63 and Series 65 designations. Verdence Capital Advisors serves a diverse client base, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a variety of investment strategies based on fundamental, technical, and cyclical analysis and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Kelly Wright is a financial advisor at Verdence Capital Advisors, LLC with 14 years of industry experience. He holds the CFP® and Series 63 designations and previously worked at Congress Wealth Management LLC and Pinnacle Advisory Group, Inc. He serves on the board of directors for the Financial Planning Association of Maryland. Verdence Capital Advisors serves a diverse client base, including individuals, businesses, and trusts, and offers specialized services such as family office support and sports and entertainment advisory. The firm uses a combined fundamental, technical, and cyclical investment process and provides discretionary portfolio management, financial planning, and sub-advisory solutions.

Ben Johnson is a financial advisor at Verdence Capital Advisors, LLC with a Series 65 license and one year of industry experience. Prior to joining Verdence, he worked at St. Mary’s College of Maryland and Baltimore County Public Schools. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension plans, trusts, and independent advisers. The firm employs a multi-faceted investment approach combining fundamental, technical, and cyclical analysis to manage portfolios across various vehicles and provides specialized services such as family office, sports and entertainment advisory, and OCIO sub-advisory solutions.

Leo Kelly IV is a financial advisor at Verdence Capital Advisors, LLC with two years of industry experience. He previously worked at T. Rowe Price for three years and has academic experience at Wake Forest University and Benson University Center. Verdence Capital Advisors serves a diverse client base including individual investors of varying net worth, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm offers discretionary portfolio management and financial planning through specialized teams with expertise in family office services, sports and entertainment advisory, OCIO/sub-advisory solutions, and consulting engagements.

Colin Rafferty is a financial advisor at Verdence Capital Advisors, LLC with six years of industry experience. His prior work includes roles at Wells Fargo Clearing and Robert Half International. Outside of finance, he works as an Uber Eats driver. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios across various investment vehicles and offers specialized services including family office support, sports and entertainment advisory, OCIO/sub-advisory solutions, and consulting.

Cameron Leydig is a Series 65-licensed advisor at Verdence Capital Advisors, LLC with three years of industry experience. His background includes roles in diverse sectors such as sports, hospitality, and education, including positions at the Baltimore Ravens and Stevenson University. Verdence Capital Advisors serves a broad client base including individuals, businesses, pension plans, and trusts, offering discretionary portfolio management and financial planning through specialized teams focused on family office services, sports and entertainment advisory, OCIO/sub‑advisory solutions, and standalone consulting. The firm combines fundamental, technical, and cyclical analysis to manage portfolios across various investment vehicles and provides OCIO services and research support to other registered advisers.

Matthew Rodgville is a Series 65 licensed financial advisor at Carson Wealth with one year of industry experience. His prior roles include positions at Jacob William Advisory and Assured Partners, as well as involvement with the Tulane University Athletic Department. CWM, LLC operates as an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that oversees model portfolios and tailored investment solutions.

Jay Schuman is a CFP® professional with 18 years of industry experience, currently serving at Focus Partners Wealth, LLC. His career includes roles at The Colony Group, Connectus Wealth, Horan Capital Management, and T. Rowe Price Advisory Services. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

James Ryan is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. He has been with SunTrust entities since 2014, including SunTrust Advisory Services and SunTrust Investment Services. Ryan serves on the board of the Ulman Foundation, where he organizes events and volunteers to support young cancer patients and their families. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by inter-affiliate resources and AI-enabled research.

Stephen Norris Jr. is a CFP® professional with 15 years of experience, currently serving at Guardian Life and Park Avenue Securities. He has held positions at both firms since 2011. Norris also serves on the Board of Directors for the Towson Chamber of Commerce. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions through a combination of advisor-led discretionary management and model-based strategies.

Christopher Knox is a financial advisor with Truist Advisory Services in Hunt Valley, MD, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, AssetMark, Inc., and Charles Schwab. Outside of his advisory work, Knox serves as a wrestling coach for Calvert Hall College High School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platform and manager arrangements, and utilizes AI-enabled research tools alongside supervisory oversight for manager selection and investment models.

Sean Kelly is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. He has previously worked with Lion Street Financial and Kestra Financial Services and operates a sole proprietorship. Kelly serves on the boards of the Boy Scouts of America Baltimore Area Council and the Baltimore Estate Planning Council, where he is president-elect for 2025-2026. Integrity Alliance provides advisory and brokerage services to a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network offering portfolio management, financial planning, and access to various third-party platforms and investment approaches.

Danielle Szikman is a Series 65-licensed advisor with Mariner, where she has worked since 2026. Prior to joining Mariner, she held roles at T. Rowe Price and Allegis Group. She has experience connected to University of Maryland Hillel and involvement with educational institutions. Mariner serves a broad mix of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Scott Ford is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs with both in-house and third-party portfolio management.

Laurence Seiden is a CFP® and ChFC® with 23 years of industry experience. He is currently with Janney Montgomery Scott LLC and has previously worked at Goldman Sachs / United Capital Financial Advisers, Cetera Advisor Networks, and several other firms. Outside of his advisory role, he serves on the External Affairs Committee for the Maryland Center for History and Culture in Baltimore. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, providing investment advice through a combination of in-house and third-party portfolio management across multiple programs.

Bryan Carney is a CFP® and Series 66 registered advisor with 18 years of industry experience. He has been with Janney Montgomery Scott since 2014. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Gordon Smith is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 41 years of industry experience and has been affiliated with Guardian Life and its subsidiary Park Avenue Securities since 2008. Smith is also involved in insurance sales. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and integrates a range of proprietary and third-party advisory solutions.