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.

Jose Jimenez is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at OneAscent Financial Services LLC since 2024 and previously at Parsonex Advisory Services, INC from 2020 to 2024. Jimenez serves as a battalion chaplain in the US Navy, providing religious support to soldiers. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers a range of asset management and consulting services, utilizing individualized asset-allocation strategies and various model-based and UMA platforms.

Spencer Reece is a financial advisor at Snowden Capital Advisors LLC with four years of industry experience and holds a Series 66 credential. His prior work includes positions at Merrill and Snowden Lane Partners. 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 a multi-team approach with a range of investment tools and frequently works with third-party managers to customize client portfolios.

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.

Francis Hebert is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has worked at Foundations Investment Advisors since 2017, with prior experience at Riversource Wealth Management and Summit Financial Services. He is also involved in providing fixed life insurance and annuity solutions through Summit Financial Services. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, and employs model portfolios with an asymmetric rebalancing strategy, offering a range of investment management and sub-advisory services through a large network of affiliated offices.

Jay Wilen is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Primerica Advisors and Guardian Life Insurance Co of America. Outside of his advisory role, Wilen serves as an assistant leader for a Boy Scout troop. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable “sleeves,” with oversight from an Investment Management team and committee.

Jessie Willinghan is a financial advisor at Harbor Investment Advisory, LLC with five years of industry experience. She holds the Series 66 designation and has prior experience at T Rowe Price and various roles with Notre Dame of Maryland University and Sage Dining Services. Harbor Investment Advisory, LLC serves individuals, families, family offices, retirement plans, charitable organizations, and businesses by providing investment advisory and brokerage services. The firm combines quantitative and qualitative analysis with manager due diligence and employs third-party technology from Envestnet to manage portfolios across discretionary and non-discretionary programs.

Wayne Green is a financial advisor at KCD Financial, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America, Inc., where he spent 35 years, and Verus Capital Partners, LLC. Outside of his advisory role, he is involved as an owner and agent at Associates Marketing LLC, where he provides insurance, estate planning, and precious metals consulting services. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individual, corporate, and charitable clients, offering customized investment strategies and access to third-party management programs, utilizing both advisory and broker-dealer capabilities.

Sean Reitenbach is a CFA® charterholder with eight years of industry experience. He is affiliated with Prosperity - An EisnerAmper Company and has held roles at DAI Securities, Triad Advisors, Stifel, and T Rowe Price. Reitenbach also serves as a senior investment analyst for The Prosperity Consulting Group. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management through third-party Independent Managers and model portfolios.

Emily Allison is a financial advisor at Harbor Investment Advisory, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2015 to 2017 before joining Harbor Investment Advisory in 2017. Harbor Investment Advisory, LLC serves individuals—including high-net-worth and ultra-high-net-worth clients—families, family offices, retirement plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, retirement-plan consulting, and brokerage services, utilizing a combination of quantitative and qualitative analysis along with third-party technology for portfolio implementation and monitoring.

Laura Sendldorfer is a financial advisor at Composition Wealth, LLC with six years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Composition Wealth, she worked at Kestra Investment Services, Kestra Advisory Services, and Offit Financial. Outside of her advisory role, Sendldorfer is a board member and President of the Financial Planning Association of Maryland and is a partner in two e-commerce businesses. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, diversified investment approach with a range of strategies and maintains a multi-advisor structure managing substantial discretionary assets.

Stephen Kelly is a financial advisor at Harbor Investment Advisory, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Harbor since 2012. Kelly 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 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 discretionary and non-discretionary programs.

Arthur Boykin is a financial advisor at Harbor Investment Advisory, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Harbor since 2017, previously spending eight years at Morgan Stanley Smith Barney. Harbor Investment Advisory serves individual and high-net-worth clients, family offices, retirement plans, charitable organizations, and business entities. The firm provides portfolio management, financial planning, retirement plan consulting, and wrap-fee advisory programs, employing a combination of quantitative and qualitative analysis to create client-specific asset allocations and select third-party portfolio managers.

Peter Murphy IV is a CFA® charterholder with 14 years of experience in the financial industry. He has been with Founders Financial Securities LLC and Founders Financial, LLC since 2012. Outside of his advisory role, Murphy serves on the board of governors for the Building for God Community Foundation and is an investment committee member at Calvert Hall College High School. Founders Financial Securities offers investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients. The firm supports a wide range of advisory platforms and emphasizes IAR-driven portfolio management, niche offerings like 1031 exchange consulting, and a subscription-based retirement guidance service.

Justin Brown is a CFA® charterholder serving as a financial advisor at Greenspring Advisors, LLC with three years of industry experience. Prior to joining Greenspring Advisors, he worked at T. Rowe Price for four years and briefly at Legg Mason. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and retirement plans. The firm utilizes fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers both discretionary and non-discretionary portfolio management alongside comprehensive wealth planning and institutional retirement consulting.

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.

Tilysha Gleason is a financial advisor at Navy Federal Investment Services, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Navy Federal entities since 2019, as well as previously with The Huntington Investment Company and Huntington National Bank. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs featuring third-party portfolio managers and provides digital automated ETF portfolios for clients preferring automated solutions.

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.