Gary Mitchell is a financial advisor with Sage Financial Group Inc. in Baltimore, MD, holding three years of industry experience. He previously worked for D.F. Dent and Company, Inc. for 20 years before joining Sage Financial Group. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors with discretionary and non-discretionary investment management and financial planning. The firm’s investment approach emphasizes fundamental analysis and a long-term purchase orientation, complemented by family office services and a distinctive role advising affiliated private pooled real-estate funds.

Aiden Fein is a financial advisor at Apollon Wealth Management, LLC with a Series 65 credential. He has been with Apollon since 2025 and has no prior industry experience before joining the firm. Outside of his advisory role, he previously worked at Piney Branch Golf Club and Clean Cuisine. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm provides financial planning, portfolio management, and consulting services, employing a combination of centrally managed model strategies and locally managed portfolios tailored through a network of investment advisor representatives.

David Woolford is a financial advisor with Snowden Capital Advisors LLC in Baltimore, MD, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has worked at Snowden Lane Partners since 2016. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm utilizes customized model portfolios and third-party manager selection, supporting a diverse range of investment tools and institutional capabilities.

Daniel Mong is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Greenspring Advisors, LLC since 2017, following a prior role at Silberstein Insurance Group and earlier experience at Bob Bell Chevrolet. Greenspring Advisors serves a diverse client base including 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 approach and offers a range of fiduciary and non-fiduciary retirement plan services.

John Halleron is a CFP® professional with 30 years of industry experience, currently serving as an advisor at Harbor Investment Advisory, LLC since 2015. He holds Series 63 and Series 66 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 combines quantitative and qualitative analysis to develop client-specific asset allocations and selects third-party portfolio managers, offering both discretionary and non-discretionary investment programs.

Edward Worthington is a financial advisor at Harbor Investment Advisory, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at United Bank for nine years. Worthington serves as an officer and treasurer of St. Thomas' Episcopal Church and holds multiple director roles in regional nonprofit and equestrian organizations, including the Maryland Million, Ltd. and the Maryland Steeplechase Association. 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, and retirement plan consulting. The firm uses a combination of quantitative and qualitative analysis to tailor asset allocations and selects third-party portfolio managers through discretionary and non-discretionary programs.

Champe Andrews is a financial advisor at Harbor Investment Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Harbor 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 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.

Douglas Holthaus is a financial advisor with Harbor Investment Advisory, LLC, holding Series 63, 66, and 65 licenses and bringing 22 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously at Bank of America and Merrill from 2014 to 2018. Harbor Investment Advisory, LLC serves individuals, families, family offices, retirement plans, charitable organizations, and business entities with investment advisory and brokerage services. The firm combines quantitative and qualitative analysis with third-party technology to manage portfolios and offers both discretionary and non-discretionary programs.

Tyrin Tyson is a Series 65-licensed financial advisor at Fiduciary Financial Advisors with two years of industry experience. Prior to joining the firm, he held nursing positions including Vascular Access Nurse at Advanced PICC Specialist and Emergency Medical Transport nurse with Procare Ambulance Services. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and uses a variety of analytical approaches, offering services that include individual professional trustee roles and access to private alternative funds.

Jason Dye is a CFP® with 17 years of industry experience, currently affiliated with Greenspring Advisors, LLC. Prior to joining Greenspring Advisors, he spent nearly 11 years at McLean Asset Management Corporation. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm’s investment approach combines fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation, incorporating third-party managers and mutual fund selection as appropriate.

Lauren Rebbel is a CFP® professional with 25 years of industry experience, currently advising clients at Prosperity - An EisnerAmper Company. Her career includes roles at DAI Securities, LLC, Triad Advisors, Inc., LPL Financial, Ferris, Baker Watts, LLC, and Morgan Stanley DW Inc. Outside of her advisory work, she runs TheFemaleForce.com, a blog focused on career advice for women and basic financial topics. 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 asset allocation and diversification strategies, offering discretionary and non-discretionary management often through third-party independent managers and model portfolios.

Andre Somerset Alexander is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior experience includes roles at Bank of America, Merrill, Citigroup, and Money One Federal Credit Union. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes managed advisory programs with third-party portfolio managers and offers solutions ranging from unified managed accounts to automated ETF portfolios.

Brandon Jew is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at Morgan Stanley, The Vanguard Group, Raymond James & Associates, and Wells Fargo. 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.

Sean Mccomber is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Signal Advisors Wealth, LLC and has previously worked at firms including Personal Capital Advisors Corporation, Empower Advisory Group, and Lincoln Financial Advisors Corporation. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform. The firm employs a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a blend of fundamental, quantitative, and technical analysis.

Johnny Brown Jr. is a financial advisor at Lombard Advisers Incorporated with 19 years of industry experience. He has worked at Lombard Securities Incorporated since 2009 and previously at Edward Jones from 2007 to 2009. Additionally, he prepares individual income tax returns on a part-time basis during tax season. Lombard Advisers provides investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management using a variety of analytical methods and manages approximately $670 million in assets, primarily on a non-discretionary basis.

Marcus Schafer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC since 2024. He previously worked at Dimensional Fund Advisors for nine years. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis and offers a range of fiduciary and non-fiduciary retirement plan services, including unique platforms such as The (k)larity Plan™ and (k)larity @ Work™.

Michael Burchell is a financial advisor with Independence Square Holdings, LLC in Baltimore, MD, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His previous roles include positions at WPG Financial Group, United Planners' Financial Services of America, and CFG Capital Markets, LLC. Independence Square Holdings, operating as a multi-team adviser with about 40 advisors, serves individuals—including high-net-worth clients—retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm combines customized portfolios, model portfolios, and third-party solutions, and utilizes digital platforms and alternative investment options as part of its comprehensive investment approach.

Harvey Byrd is a financial advisor at Lombard Advisers Incorporated with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Massmutual Life Insurance Company and Mml Investors Services Inc. Outside of his advisory role, he is an insurance agent focusing on life, disability, and long-term care insurance. Lombard Advisers provides personalized investment management and retirement plan consulting to individuals, trusts, pension plans, and small businesses through a team-based approach. The firm offers both discretionary and non-discretionary portfolio management, utilizing various analytical methods, and manages approximately $670 million in assets.

Paul Watson is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Snowden Lane Partners since 2014. Outside of his advisory role, he is the owner of HWA Inc., a business that facilitates introductions to voluntary benefits companies. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach with access to unaffiliated sub-advisers and third-party managers.

Kevin Lutz is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Morgan Stanley, PBMARES Wealth Management LLC, and Sawyer Group Inc. He serves on the boards of The Boy's Latin School and Baltimore Outreach Services, a nonprofit organization assisting homeless women and children. 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 127 advisors.