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.

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.

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.

Charles Imhoff Jr. is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Baltimore, MD, holding the PFS™ and Series 63 designations and bringing 38 years of industry experience. He has worked with La Salle St. Securities, Inc. since 1997 and has been involved with Chesapeake Planning, Inc. and Charles F. Imhoff, P.A./Chesapeake Financial Management Associates, Inc. for over four decades. Outside of advising, he serves as treasurer for The Bettinger-Marshall Foundation, a private charitable organization, and is a trustee and board member of the Shean Family Foundation. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm offers both discretionary and non-discretionary asset management across a range of investment strategies, including mutual funds, ETFs, equities, fixed income, options, and alternative vehicles.

Owen Demmerly is a CFP® and Series 65 licensed advisor at Greenspring Advisors, LLC with nine years of industry experience. He has been with Greenspring Advisors since 2015. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with services including private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis in its investment approach and offers both discretionary and non-discretionary portfolio management.

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.

Devon Tan is a financial advisor at Founders Financial Securities LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Ridgley's Services LLC, Amvets Valley Memorial, and Family Meal. Founders Financial Securities serves individual, retirement plan, trust, and corporate clients, managing approximately $4.1 billion in assets through a network of investment adviser representatives. The firm offers a range of advisory platforms, including managed portfolios, financial planning, and 1031 exchange consulting, with investment approaches tailored by its advisors who conduct ongoing client monitoring and serve in various fiduciary roles.

Jordan Weinberg is a CFP® professional with 27 years of experience in the financial services industry. He has been with Founders Financial Securities LLC since 2006 and is also involved with Evergreen Structure Settlement and the Hebrew Free Loan Association of Baltimore, where he serves as a board member. Additionally, Weinberg acts as a trustee for the Parents Life Insurance Trust. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing multiple advisory platforms and sub-advisory relationships to deliver customized investment solutions.

Julia Vaughn is a financial advisor at Summit Financial, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Symphonic Financial Advisors LLC and Symphonic Securities LLC for 12 years. In addition to her advisory role, she is a sole proprietor of the Law Office of Julia S. Rafalko, where she practices estate planning law, and serves as trustee for multiple irrevocable trusts. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, including discretionary and consultative services, financial planning, retirement plan advisory, and access to alternative investments.

Nicholas Molite is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes prior roles at JP Morgan Securities, TIAA, Cetera Investment Services, and M&T Securities. He is also involved with Akers Financial Group, providing comprehensive financial planning and related services. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports discretionary account management through its internal portfolio team, Arkadios Managed Solutions, and provides retirement plan consulting with fiduciary oversight.

Sherri Over is a Series 65 licensed financial advisor with Foundations Investment Advisors LLC, based in Bel Air, MD, and has one year of industry experience. Prior to joining Foundations Investment Advisors in 2024, she has been self-employed since 2014. Outside of her advisory role, she works as a life and health insurance and annuities sales agent. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for around 29,615 clients, including individuals, high-net-worth clients, trusts, estates, and registered investment companies. The firm offers tailored portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives.

Jordan Taylor is a CFP® with 15 years of industry experience, currently affiliated with Founders Financial Securities LLC and Brooks Financial Group LLC. He has worked at Founders Financial Securities since 2010 and at Brooks Financial Group since 2014. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and a range of brokerage and insurance services, utilizing a variety of investment programs and non-traditional delivery methods.

Joseph Krcma is a financial advisor at Founders Financial Securities LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Founders Financial Securities since 2014. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing both traditional and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

R. Matthew Novak is a CFP® professional with 20 years of experience in the financial industry. He has worked at Harbor Investment Advisory, LLC since 2014. Outside of his advisory role, Novak serves on the board of directors for the Arbor Dog Foundation. Harbor Investment Advisory serves individual and high-net-worth clients, family offices, retirement plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, retirement plan consulting, and various wrap-fee advisory programs, combining quantitative and qualitative analysis to create client-specific asset allocations and select third-party portfolio managers.

William Schadty is a financial advisor with Harbor Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at Morgan Stanley Smith Barney for 11 years before joining Harbor Investment Advisory in 2020. 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 uses a combination of quantitative and qualitative analysis to tailor asset allocations and select third-party portfolio managers, providing both discretionary and non-discretionary services.

Daniel Baker is a financial advisor at Harbor Investment Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Kestra Financial, Inc., BFG Financial Advisors, Kissinger Financial Services, and Miami University of Ohio. Harbor Investment Advisory, LLC provides investment advisory and brokerage services to individuals, families, family offices, retirement plans, charitable organizations, and business entities. The firm’s investment approach combines quantitative and qualitative analysis, manager due diligence, and third-party technology to manage portfolios across discretionary and non-discretionary programs.

Brian Zabora is a CFA® charterholder with 32 years of industry experience. He is currently with Founders Financial Securities LLC and has prior experience at Lincoln Financial Advisors and Hovde Group, LLC. 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 multiple advisory platforms, including managed portfolios and specialized services such as 1031 exchange consulting and co-advised private wealth solutions.

Robert Laubach is a ChFC®-designated financial advisor with Harbor Investment Advisory, LLC, bringing 56 years of industry experience. He has been with Harbor Investment Advisory since 2016. Harbor Investment Advisory, LLC serves individuals, families, family offices, retirement plans, charitable organizations, and business entities by providing investment advisory and brokerage services. The firm employs a combination of quantitative and qualitative analysis, manager due diligence, and third-party technology through Envestnet to manage portfolios across various programs.

John Linsenmeyer is a financial advisor at Girard Advisory Services, LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, Foreside Fund Services, Wellesley Asset Management, Professional Funds Distributor, and PNC Capital Advisors. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm focuses on asset allocation, diversification, and customized portfolios through a proprietary research process and an Investment Committee, offering specialized strategies and affiliated professional services.

John Donohue III is a CFP® professional with 20 years of experience in financial advising, currently serving at Founders Financial Securities LLC since 2006. He holds the Series 66 designation and is based in Bel Air, MD. In addition to his advisory role, he acts as treasurer for DHT Financial Group and serves as a trustee for irrevocable trusts. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing both traditional and non-traditional delivery methods including model portfolios and co-advised private wealth solutions.