Mark Rossbach is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Maryland Financial Group, Inc. dba Chesapeake Financial Planners, LPL Financial, MassMutual, and MetLife Securities. In addition to his advisory work, he is a licensed insurance agent involved in the sale of life, Medicare, accident, health, disability, and long-term care insurance products. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and oversight through a combination of in-house strategies and third-party managers.

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.

Steven Prumo is a financial advisor with Advisory Services Network, holding Series 63, 65, and 66 licenses and 23 years of industry experience. His prior roles include positions at Morgan Stanley and Merrill. Outside of advising, he operates a sole proprietorship related to real estate in Towson, Maryland. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm provides a range of portfolio management and consulting services, utilizing various securities and third-party managers to develop client strategies.

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.

John Kalendek is a financial advisor with Chelsea Advisory Services, Inc. and holds Series 63 and Series 65 licenses. He has 35 years of industry experience, including over 30 years leading Kalendek Financial Group and seven years with Chelsea Financial Services. Outside of advisory work, he is an independent insurance agent involved in the sale of fixed insurance products. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients, with a focus on long-term, fundamental investment strategies and diversified portfolios. The firm integrates advisory services with an affiliated broker-dealer and custody platform, managing potential conflicts through disclosure and oversight.

Gregory Hobson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC since 2017. He previously worked at RBC Capital Markets Corporation from 2009 to 2017. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm utilizes a combination of fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers services including portfolio management, comprehensive wealth planning, and institutional retirement plan consulting.

Robert Wooden is a financial advisor with StoneX Advisors Inc. based in Glen Burnie, MD, holding a Series 66 designation and bringing 22 years of industry experience. His professional background includes roles at StoneX Securities Inc., Wrp Investments, Inc., and Guardian Life. Outside of his advisory work, Wooden serves as president of Wooden Financial Group, Inc., focusing on insurance sales and service, and holds leadership and volunteer roles in local sports and community organizations, including serving as head coach and president of the Baltimore Baseball Club and as a board member of the Anne Arundel County Sports Hall of Fame. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a range of advisor-managed portfolios, proprietary models, and third-party managers across multiple platforms, offering clients customizable investment solutions with periodic reviews and due diligence.

Michael Enwezor is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Charles Schwab, T Rowe Price, Wells Fargo, and Bank of America. 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 across multiple advisory platforms.

Steven Hannigan is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at Waverly Advisors, LLC and previously worked for nine years at Grant/GrossMendelsohn, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of financial planning and retirement consulting services.

Donna Zidwick is a financial advisor at Verdence Capital Advisors, LLC with 10 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Harvest Investment Consultants LLC for 35 years. Zidwick also holds an insurance agent license and offers insurance products alongside her advisory work. Verdence Capital Advisors serves individual clients, businesses, and trusts with discretionary portfolio management and financial planning. The firm employs a multi-faceted investment approach, combining fundamental, technical, and cyclical analysis, and offers specialized services including family office support and advisory solutions for sports and entertainment professionals.

Mark Pallack is a financial advisor with Verdence Capital Advisors, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Harvest Investment Consultants, LLC, New York Life Insurance Company, and Eagle Strategies. He is also involved in brokering non-investment insurance products through Harvest Insurance, Inc. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension plans, and trusts, offering discretionary portfolio management and specialized advisory services. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis across various investment vehicles, and provides OCIO and sub-advisory solutions to other registered advisers.

Gianluca Parrotta is a financial advisor at Lanark Financial, Inc. He holds a Series 66 designation and has approximately five years of work experience, including roles at Morgan Stanley from 2022 to 2026 and NBC Securities since 2026. His background also includes positions in education and retail. Lanark Financial provides investment management and financial planning services to a diverse client base, including individuals, retirement plans, and institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary advisory arrangements.

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.

Michael Morrill is a financial advisor at D.F. Dent and Company, Inc. in Baltimore, MD, with 28 years of industry experience. He holds a Series 63 designation and has worked at D.F. Dent since 2005, following a 17-year tenure at Foreside Fund Services, LLC. Morrill serves as a volunteer board member for the Baltimore Chesapeake Bay Outward Bound School. D.F. Dent and Company provides discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, institutional clients, and municipal entities. The firm employs disciplined portfolio construction across various equity and fixed-income strategies and manages a family of mutual funds while also serving as a sub-adviser and providing models for UMA/wrap programs.

Spencer Blair is a financial advisor at Greenspring Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has been with Greenspring Advisors since 2018, including during a period of unemployment from 2012 to 2018. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with a range of services including private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm uses fundamental, quantitative, and qualitative analysis, along with regular account reviews and due diligence, and offers a distinctive suite of retirement services through its (k)larity Plan™ and (k)larity @ Work™ platforms.

Matthew Jones is a CFP® professional with three years of industry experience, currently serving at Founders Financial Securities LLC. His prior experience includes roles at Janney Montgomery Scott LLC, T. Rowe Price, and Loyola University Maryland. He also holds a director position at Brooks Financial Group, Inc. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of 118 advisers managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms and services, including managed portfolios, third-party manager access, and specialized consulting such as 1031 exchange advice.

William Kelly is a CFP® with 26 years of industry experience, currently serving at United Capital Financial Advisors in Baltimore, MD. He has worked at United Capital since 2012, including during its affiliation with Girard Securities, Inc. and Cetera Advisor Networks LLC. He is also a co-trustee for a family trust. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs a discretionary, model-based investment approach and offers portfolio customization, access to third-party managers, and technology-driven client reporting.

Lauren Krieger is a CFA® charterholder and investment advisor with 14 years at 1919 Investment Counsel, LLC in Baltimore, MD. She has 10 years of industry experience. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm constructs customized portfolios emphasizing mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and technology, and maintains operational relationships with Stifel Financial Corp. affiliates.

Kirk Rogers is a financial advisor with Portfolio Medics, LLC, holding a Series 65 designation and three years of industry experience. He has worked at several firms, including KSR Wealth Management and Nautica Asset Management LLC. Outside of advising, he is an independent insurance agent and an insurance instructor, providing education to agents through Enterprise Insurance Training Inc. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering investment management, financial planning, and consulting services with a blend of strategic and tactical approaches.

Edwin Reynolds Jr. is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has worked with Lombard Advisers and its affiliated entities since the early 1990s. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary management strategies, utilizing a range of analytical approaches and offering access to various wrap and separately managed program options.