Brian Grumbach is a CFP® professional with 28 years of industry experience. He has been with Verdence Capital Advisors, LLC since 2017 and previously worked at Hightower Securities, LLC and Hightower Advisors, LLC from 2012 to 2017. He is also a partner in Hunt Valley Partners, an investment partnership for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Noah Gonzalez is a CFP® professional with six years of industry experience. He is currently with Merit Financial Advisors and Purshe Kaplan Sterling Investments, having previously worked at Kestra Investment Services. Gonzalez has involvement in financial associate roles assisting with client servicing. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and customizable model portfolios.

Polina Bolotnikova is a financial advisor at Founders Financial Securities LLC in Timonium, MD. She holds Series 63 and Series 65 designations and has been with the firm since 2023. Prior to joining Founders Financial, she held roles at Penn State York University, Hollywood Casino, HACC, and Karazin's Kharkiv National University. Outside of her advisory work, she is the founder of Maison Nouir LLC, an e-commerce business specializing in home décor boxes. Founders Financial Securities serves a broad range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to third-party asset managers, utilizing a variety of investment programs and a combination of advisory, broker-dealer, and insurance services.

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.

Peter Wilkinson is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at MML Investors Services, Inc. and a period of self-employment. Outside of advisory work, he is involved with Corto Financial Group, focusing primarily on insurance sales and facilitating medical student loan refinancing partnerships. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a combination of discretionary and non-discretionary portfolio management strategies, utilizing fundamental, technical, charting, and cyclical analysis, with a significant portion of assets managed on a non-discretionary basis allowing clients to retain final trading authority.

Ryan Stark is a CFP® with 10 years of industry experience and is currently with Greenspring Advisors, LLC. He previously worked at AdaptFirst Investments LLC, MCo Advisors, Complete Money Management, and LPL Financial. 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 utilizes a combination of fundamental, quantitative, and qualitative analysis in its investment approach and provides a range of fiduciary and non-fiduciary retirement plan services.

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 at Greenspring Advisors, LLC in Towson, MD, holding a Series 65 designation with 10 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, providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and offers a range of fiduciary and non-fiduciary retirement plan services, including the (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Matthew Dent is a CFA® charterholder with three years of industry experience. He has been with D.F. Dent and Company, Inc. since 2001. D.F. Dent and Company provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as various institutional clients. The firm manages approximately $8.6 billion in assets and offers growth-oriented equity strategies alongside fixed-income management, serving a diverse client base through separate accounts, sub-advisory services, and registered investment companies.

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 11 years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets, LLC. Crosby has been with Greenspring Advisors since 2017. 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 a combination of fundamental, quantitative, and qualitative analysis in its investment approach and provides both fiduciary and non-fiduciary retirement plan services.

Linda Mccleary is a financial advisor at D.F. Dent and Company, Inc. with 26 years of industry experience. She has been with D.F. Dent since 1999. D.F. Dent and Company provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as various institutional clients. The firm manages approximately $8.6 billion in assets with a focus on growth-oriented equity strategies across market capitalizations, while also managing fixed-income exposures and serving as a sub-adviser and model provider in numerous Unified Managed Account programs.

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.

Alexander Monk is a CFP® professional with 13 years of industry experience, currently serving with Arkadios Wealth Advisors since 2022. He previously worked at Kalos Management and Kalos Capital, Inc. for nine years. Outside of his advisory role, Monk co-hosts two weekly radio shows focused on financial planning and retirement, and he is managing partner of a veteran-owned consulting company. Arkadios Wealth Advisors is an SEC-registered, multi-team advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans using a combination of fundamental, technical, and cyclical analysis, and offers services including portfolio management, retirement plan consulting, and financial planning.

Robert Pierce is a financial advisor at 1919 Investment Counsel, LLC in Baltimore, MD, holding a Series 63 designation with 25 years of industry experience. He has been with 1919 Investment Counsel since 2006. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm constructs customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by both proprietary and third-party research and investment policy statements.

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.