Ayaz Hasan is a CFP® and holds a Series 66 designation, with 17 years of experience in the financial services industry. He is currently with Verdence Capital Advisors, LLC and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and consulting through specialized teams such as family office services and a Sports & Entertainment practice. The firm employs a mix of fundamental, technical, and cyclical analysis for investment decisions, utilizing a range of strategies and investment vehicles tailored to client objectives.

Carol Hopkins is a financial advisor at Verdence Capital Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at PNC Bank NA for 21 years before retiring in 2020. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers, offering discretionary portfolio management and financial planning through specialized teams. The firm’s investment process uses fundamental, technical, and cyclical analysis across various investment vehicles and provides OCIO sub-advisory and consulting services to other registered advisers.

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.

Erin Ansalvish is a CFP® with 15 years of industry experience, currently serving as a senior wealth advisor at Prosperity - An EisnerAmper Company. She has a background that includes roles at Dai Securities, LLC and Triad Advisors Inc, and she has operated The Prosperity Consulting Group, LLC since 2007. In addition to wealth management, Ansalvish is involved in insurance sales as a licensed agent. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm employs a multi-team approach, managing approximately $5 billion in assets, and emphasizes asset allocation and diversification using both discretionary and non-discretionary management strategies.

Devin Walsh is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at Park Avenue Securities, Chesapeake Brokerage, and Guardian Life Insurance Company. Beyond his advisory work, he serves as director of the Fellowship of Christian Athletics, aiding the organization’s growth and fundraising efforts, and holds leadership positions with the Calvert Hall College Alumni Association and The Center Club in Baltimore. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of IARs managing approximately $4.1 billion in client assets. The firm offers varied advisory platforms and niche services including 1031 exchange consulting and co-advised private wealth solutions, with investment strategies delegated to its representatives who provide discretionary and non-discretionary management.

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.

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™.

Scott Hahn is a CFP® professional with 13 years of experience in the financial advisory industry. He has worked at Harbor Investment Advisory, LLC since 2018 and previously held positions at Kestra Financial Services, Inc and Webber Messick. Harbor Investment Advisory, LLC offers investment advisory and brokerage services to a range of clients, including high-net-worth individuals, families, family offices, retirement plans, charitable organizations, and business entities. The firm combines quantitative and qualitative analysis with manager due diligence and leverages third-party technology and model services from Envestnet to manage portfolios across discretionary and non-discretionary programs.

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.

Andrew Sullivan is a financial advisor at Harbor Investment Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Harbor since 2013. Harbor Investment Advisory serves individual and high-net-worth clients, family offices, retirement plans, charitable organizations, and business entities, offering portfolio management, financial planning, retirement plan consulting, and wrap-fee advisory programs. The firm combines quantitative and qualitative analysis to construct client-specific asset allocations and selects third-party portfolio managers, providing both discretionary and non-discretionary services.

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.

Bradley Shepherd is a financial advisor with Founders Financial Securities LLC in Towson, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience and has been with Founders Financial Securities since 2004. Outside of his advisory role, he serves on the board of the Building for God Community Foundation, a 501(c)(3) charitable organization. Founders Financial Securities serves a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm offers portfolio management, access to third-party asset managers, financial planning, and retirement consulting through various advisory programs and combines fiduciary, brokerage, and insurance services on its platform.

Marsha Rosenberg is a financial advisor at Founders Financial Securities LLC with 32 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Rosenberg has been with Brooks Financial Group, Inc. since 2016. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in assets. The firm offers a variety of advisory platforms and services, including managed portfolio programs, third-party manager access, and 1031 exchange consulting.

Brian Pacen is a CFP® professional with 15 years of experience in the financial services industry. He has worked at CreativeOne Securities, LLC since 2016 and also serves as a portfolio manager for The Sawyer Group. Additionally, he is part owner and Chief Investment Officer at Innovative Outcome Portfolios LLC, where he consults on the creation of unit trusts. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 128 advisors.

Justin Allen is a CFP® certified financial advisor at Verdence Capital Advisors, LLC with five years of industry experience. He previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co for seven years, as well as at LPL Financial LLC. Verdence Capital Advisors serves individual clients across wealth levels, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm offers discretionary portfolio management, financial planning, and specialized services including family office, sports and entertainment advisory, and OCIO/sub-advisory solutions, using a multi-disciplinary investment approach that incorporates fundamental, technical, and cyclical analysis.

Emily Mascio is a financial advisor at Founders Financial Securities LLC with 11 years of industry experience. She holds the CFP® designation and Series 63 license. Mascio has been with Founders Financial Securities and Darrell Financial since 2013. She is also involved in life and health insurance sales through Darrell Financial Services. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, retirement consulting, and affiliated brokerage and insurance services, employing various advisory platforms and co-advisory programs.

Mark Darrell is a CFP® with 40 years of experience in the financial services industry. He has been with Founders Financial Securities LLC since 2006 and also owns Darrell Financial Services, which he has operated since 1989. Outside of advising, he is an owner and insurance agent at Darrell Financial Services, focusing on life and health insurance. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting. The firm employs multiple investment programs and combines advisory, brokerage, and insurance services, with a notable emphasis on subscription-based retirement education and co-advised private wealth solutions.

James Curran is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Harbor Investment Advisory, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Lutherville, MD. Harbor Investment Advisory serves individual and high-net-worth clients, family offices, retirement plans, charitable organizations, and business entities by providing portfolio management, financial planning, retirement plan consulting, and wrap-fee advisory programs. The firm employs a combination of quantitative and qualitative analysis to develop client-specific asset allocations and selects third-party portfolio managers through both discretionary and non-discretionary programs.

Patrick Meadowcroft is a Series 66 licensed advisor with five years of industry experience. He is currently with CreativeOne Securities, LLC and Sawyer Wealth Management, where he has worked since 2022. His prior experience includes roles at Merrill and RBC Wealth Management, as well as a background that includes time at University of Maryland and William T. Houseman, Sr. CPA. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and proprietary advisory platforms.

Charles Imhoff Jr. is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding the PFS™ designation and Series 63 license, with 39 years in the industry. He has worked with La Salle St. Securities since 1997 and has extensive experience dating back to his roles at Chesapeake Planning, Inc. and Charles F. Imhoff, P.A./Chesapeake Financial Management Associates, Inc. Outside of his advisory work, he serves as treasurer for The Bettinger-Marshall Foundation and is a trustee and board member of the Shean Family Foundation. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing asset-allocation models and a range of investment vehicles, with a distinctive focus on non-discretionary asset management.