Donald Hoffman is a financial advisor with Prosperity - An EisnerAmper Company based in Owings Mills, MD, holding a Series 66 designation and bringing 24 years of industry experience. His career includes roles at DAI Securities, LLC, EisnerAmper LLP, Triad Advisors Inc, and his own firm, The Prosperity Consulting Group, LLC, where he continues to serve clients. In addition to his advisory work, Hoffman is a member of Topstage LLC, a business involved in pizza and soda sales. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in assets across a multi-team structure of 63 advisors and emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support client account management.

Connor Seifert is a financial advisor at McAdam LLC with a Series 65 designation and three years of industry experience. He previously worked at New York Life from 2019 to 2021 and has been with McAdam LLC since 2021, including roles at Cornerstone Capital Planning Group and RetireUS. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across mutual funds, ETFs, independent managers, and individual securities, offering both traditional and alternative investment strategies tailored to client objectives.

Ryan Wibberley is a financial advisor at Apollon Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, CIC Wealth, LLC, and Commonwealth Equity Services, Inc. Outside of his advisory role, he serves as a Reserve Officer with the Metropolitan Police Department in Washington, DC. Apollon Wealth Management provides comprehensive advisory services to a diverse client base, including individuals, families, businesses, and charitable organizations. The firm combines centrally managed strategy mandates with local portfolio decision-making, employing both fundamental and tactical investment approaches alongside tax-aware tools and independent sub-managers.

Thomas Sawyer is a financial advisor at CreativeOne Securities, LLC with one year of experience in the industry. He also serves as Director of Client Service at Sawyer Wealth Management, where he has worked for ten years. Prior to his advisory roles, he was employed at Heritage Honda of Westminster for three years. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Frank Cappadora Jr. is a financial advisor at Apollon Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CIC Wealth, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Outside of his advisory role, he serves as managing partner at CIC Wealth and is president of Mega Capp Inc., a tax-related entity associated with his investment advisory business. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services and employs a combination of fundamental and tactical investment approaches, supported by a platform structure that integrates local portfolio oversight with centralized strategy management.

Jeffrey Simet is a financial advisor at Verdence Capital Advisors, LLC with two years of industry experience. He holds a Series 66 credential and has previously worked at T. Rowe Price and Hyland Advisors LLC. Outside of his advisory role, he has worked in food service as a server and cashier. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm employs a multi-disciplinary investment process combining fundamental, technical, and cyclical analysis, offering discretionary portfolio management, financial planning, and specialized advisory services.

Ellen Pierce is a financial advisor at Harbor Investment Advisory, LLC with 30 years of industry experience. She previously worked at UBS Financial Services Inc. for 21 years. Outside of her advisory role, she owns and operates a flower and gift shop and serves on the advisory board for the Archdiocese of Baltimore Partners in Excellence Scholarship Program, which provides scholarships to low-income families. 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 various advisory programs. The firm combines quantitative and qualitative analysis to tailor asset allocations and select third-party portfolio managers, providing both discretionary and non-discretionary investment solutions.

Megan Foard is a financial advisor at Verdence Capital Advisors, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Deutsche Bank Securities Inc. for 12 years. Megan is also a partner in an investment partnership, Hunt Valley Partners, which she engages with for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charities, providing discretionary portfolio management, financial planning, and consulting. The firm employs a mix of fundamental, technical, and cyclical analysis to implement long- and short-term strategies across various investment vehicles and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Richard Rosa is a financial advisor at Verdence Capital Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verdence since 2017, previously serving at Hightower Advisors, LLC. Outside of his financial advisory role, he is the owner and agent of Compass Sports Advisors LLC, a firm specializing in NFL player contract and marketing negotiations. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to implement investment strategies and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Matthew Andrulot is a CFP® professional with 21 years of industry experience, currently serving at Verdence Capital Advisors, LLC. His prior experience includes roles at Independent Access Partners, LLC and Hightower Securities, LLC. He is also a partner in Hunt Valley Partners, an investment partnership where he participates in sourcing and recommending investment opportunities for limited partners. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations. 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 consulting.

Matthew Moore is a financial advisor at Verdence Capital Advisors, LLC with a Series 65 credential and one year of industry experience. His prior experience includes roles at KPMG LLP and Stepstone Group, as well as academic positions at Loyola University Maryland. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm employs a multi-faceted investment process incorporating fundamental, technical, and cyclical analysis, and offers specialized services such as family office support, sports and entertainment advisory, and OCIO/sub-advisory solutions.

Alexander Supplee is a CFP® professional with 12 years of industry experience, currently serving at United Capital Financial Advisors. His prior experience includes roles at Cetera Advisor Networks LLC, Girard Securities, and Merrill. He is a board member of the Greater Chesapeake Charitable Foundation, where he assists with fundraising event coordination. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services including sub-advisory and consulting, supported by its technology platform, FinLife Partners, which aids independent advisors.

Gilbert Kuta is a financial advisor with Aegis Capital Corp. in Timonium, MD, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining Aegis in 2020, he worked at Capitol Securities for 11 years. He serves on the board and executive committee of the Casey Cares Foundation, which provides programs for critically ill children and their families. Aegis Capital Corp. offers investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm provides both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Edward Hurlock Jr. is a CFA® charterholder with 34 years of industry experience. He is currently with Sowell Management and Nesher Wealth, having previously worked at Calvert Investment Counsel for 30 years and United Income, Inc. for three years. Outside of his advisory work, he serves as President and Chairman of the Board of Trustees for St. Mary's Roland View Towers, Inc., a low-income senior housing organization. Sowell Management is a fee-based registered investment adviser that serves individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates a multi-branch independent-contractor model and manages portfolios using mutual funds, ETFs, and individual securities across various investment styles, often engaging third-party sub-advisors and providing comprehensive support services to its network of over 100 advisors.

Thomas Sarkes is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Wells Fargo Clearing, Purshe Kaplan Sterling Investments, and T Rowe Price. Integrated Advisors Network is an SEC-registered multi-team investment adviser offering portfolio management, financial planning, and consulting services to a diverse client base that includes individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a mix of fundamental and quantitative strategies, incorporating third-party sub-adviser platforms and private fund investments as part of its tailored client solutions.

Paul Fox is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Harbor Investment Advisory, LLC since 2017. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. He is a board and investment committee member of the Society of Loyola Old Boys, supporting the Loyola University rugby program. Harbor Investment Advisory serves individual and high-net-worth clients, family offices, retirement plans, charitable organizations, and business entities. The firm provides portfolio management, financial planning, retirement plan consulting, and wrap-fee advisory programs, utilizing a combination of quantitative and qualitative analysis to tailor client-specific asset allocations and select third-party portfolio managers.

Bryan Myers is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at Redwood Private Wealth, Sera Capital Management, H. Beck, and Strategic Asset Management, where he has also served as president of an insurance sales business since 2015. He is additionally the managing director of an insurance agency, Redwood Tax Specialists, since 2020. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and affiliated businesses to support its advisory model.

Charles Sawyer Jr. is a financial advisor with CreativeOne Securities, LLC and holds Series 63 and Series 65 licenses. He has 38 years of industry experience, including prior roles at Broker Dealer Financial Services Corp. and CreativeOne Securities (formerly Client One Securities). Outside of his advisory work, he serves on the finance committee and board of directors of Bon Air Country Club and is co-founder and executive of Innovative Outcome Portfolios LLC, a firm focused on unit trust consulting. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm combines project-based financial planning with ongoing asset management, offering fiduciary retirement services and access to third-party managers alongside its proprietary platform.

Lisa Howard is a financial advisor with Harbor Investment Advisory, LLC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with Harbor Investment Advisory since 2011. 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 various wrap-fee advisory programs. The firm combines quantitative and qualitative analysis to create client-specific asset allocations and selects third-party portfolio managers, offering both discretionary and non-discretionary programs.

Jonathan Saklad is a financial advisor with Verdence Capital Advisors, LLC and holds the Series 65 designation. He has been with Verdence since 2024 and has prior experience working in academic and hospitality settings. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm employs a combined fundamental, technical, and cyclical investment approach across various portfolio vehicles and offers specialized services including family office support and sports and entertainment advisory.