Jeffrey Troll is a CFP® and CFA® with 21 years of experience in financial advising. He is currently with CW Advisors, LLC and previously worked at Pinnacle Advisory Group, Inc. and Congress Wealth Management LLC. Outside of his advisory work, he is a partner at Waypoint Consulting Group and serves as a board member for MarylandReporter.com. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base, including high-net-worth individuals and institutional clients, utilizing a Core-and-Satellite investment approach that blends multiple strategies across global asset classes and offers family office, wealth management, and sub-advisory services.

Sean Sundell is a financial advisor at Harbor Investment Advisory, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. prior to joining Harbor. Outside of finance, his background includes roles in education and local businesses. Harbor Investment Advisory, LLC offers investment advisory and brokerage services to individuals, families, family offices, retirement plans, charitable organizations, and business entities. The firm uses a combination of quantitative and qualitative analysis along with third-party technology to manage portfolios across discretionary and non-discretionary programs.

Jack Blum is a financial advisor with Harbor Investment Advisory, LLC, holding a Series 66 designation and five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of his advisory role, he serves as a board member of Golden Seagull LLC, a small enterprise formed to hold a rental property. Harbor Investment Advisory, LLC serves individuals, families, family offices, retirement plans, charitable organizations, and business entities, offering portfolio management, financial planning, and brokerage services. The firm integrates quantitative and qualitative analysis with third-party platforms like Envestnet to manage portfolios across discretionary and non-discretionary programs.

Craig Hebert is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and nine years of industry experience. He has been with Foundations Investment Advisors since 2017 and also serves as a college funding advisor through College Craig, where he designs education and funding strategies for college-bound families. Additionally, he is involved in estate planning and private lending through related business activities. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers tailored advice using a combination of fundamental, technical, and cyclical analysis, and employs model portfolios with an asymmetric rebalancing approach.

David Baker is a financial advisor at Verdence Capital Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Harvest Investment Consultants LLC and Ameriprise. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm employs a multidisciplinary investment process using fundamental, technical, and cyclical analysis across various investment vehicles, and offers specialized services including family office support and sports and entertainment advisory.

Janet Marquardt is a financial advisor at Harbor Investment Advisory, LLC with 33 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Harbor in 2017, she worked at Raymond James Financial Services Advisors, Inc. and Retirement & Investment Group, LLC. Harbor Investment Advisory serves individual and high-net-worth clients, family offices, retirement plans, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. 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 advisory programs.

Lisa Edwards is a CFP®, CFA®, and holds a Series 65 license with five years of industry experience. She is currently an advisor at Choreo, LLC, where she has worked since 2026. Prior to joining Choreo, she was with WMS Partners, LLC for six years and spent fourteen years at Farmer Mac. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios, implementing client portfolios through various managed accounts and funds, with oversight by a centralized Investment Committee.

Michael Hamolia is a CFP® professional with 14 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Pinnacle Advisory Group, Inc. and Congress Wealth Management LLC. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients, offering wealth management, financial planning, retirement plan advisory, family-office services, and sub-advisory solutions. Their investment approach employs a Core-and-Satellite framework utilizing active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Gayle Dilla is a financial advisor at Lanark Financial, Inc. with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NBC Securities Inc. for nine years and UBS Financial Services Inc. for four years. Outside of her advisory role, she assists with bookkeeping and data entry for family-related small businesses. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts through several platforms, employing both discretionary and non-discretionary investment approaches.

Gregory Paranzino is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Harbor Investment Advisory, LLC since 2011. He holds Series 63 and Series 65 licenses. Harbor Investment Advisory, LLC provides investment advisory and brokerage services to individuals, families, family offices, retirement plans, charitable organizations, and business entities. The firm employs a combination of quantitative and qualitative analysis, manager due diligence, and third-party technology to manage portfolios across various discretionary and non-discretionary programs.

Brian Sabo is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Verdence Capital Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Inc. and Hightower Advisors, LLC. He is also a partner in an investment partnership, Hunt Valley Partners, for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations, offering portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to guide investment decisions and provides specialized services through distinct teams focused on family office needs, sports and entertainment clients, and sub-advisory consulting.

Norman Hostetler is a CFP® and ChFC® with 41 years of industry experience. He is affiliated with Csenge Advisory Group, LLC and previously held positions at Integrity Alliance, LLC, Lion Street Financial, LLC, and Hostetler & Church, LLC. Outside of financial advising, he manages multiple farming operations and owns a counseling practice called Beyond Wealth. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combination of fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary and model-based allocations.

Donald Hoffman is a financial advisor with Prosperity - An EisnerAmper Company based in Owings Mills, MD. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at DAI Securities, LLC, EisnerAmper LLP, Triad Advisors Inc, and The Hoffman Group, LLC. Outside of his advisory activities, he is involved in a pizza and soda sales business, serving as a member of Topstage LLC. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets with a focus on asset allocation and diversification, offering both discretionary and non-discretionary management through third-party Independent Managers and model portfolios.

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 previously worked at Purshe Kaplan Sterling Investments, CIC Wealth, LLC, and Commonwealth Equity Services, Inc. Outside of his advisory role, Wibberley serves as a non-compensated Reserve Officer with the Metropolitan Police Department. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, and other entities, combining centrally managed strategies with locally managed portfolios and employing fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

Thomas Sawyer is a financial advisor with CreativeOne Securities, LLC, holding Series 65 and Series 63 designations and one year of industry experience. He also serves as Director of Client Service at Sawyer Wealth Management, a role he has held since 2016. 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, consulting, discretionary and non-discretionary portfolio management, and fiduciary retirement plan services, combining project-based planning with ongoing asset management through its proprietary platform and external manager referrals.

Frank Cappadora Jr. is a financial advisor at Apollon Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at CIC Wealth, Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Harvest Investment Consultants. In addition to his advisory role, he has been a managing partner at CIC Wealth and serves as president of Mega Capp Inc., a tax entity related to his advisory business. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in client assets through a network of 145 advisors. The firm serves individuals, high-net-worth families, family offices, and other institutional clients, offering a range of advisory services supported by centrally managed strategies and locally managed portfolios, with a focus on fundamental analysis, ESG models, tax management, and technology including generative AI.

Douglas Watts is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Morgan Stanley and Baltimore Life. He is also licensed as an insurance agent, specializing in life, health, and annuities products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm leverages third-party money manager relationships and a platform with Envestnet to deliver managed solutions.

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.