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.

Matthew Cellini is a Series 65-licensed financial advisor with Greenspring Advisors, LLC in Towson, MD, where he has worked since 2011. He has 13 years of industry experience. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by 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 services, including discretionary portfolio management and retirement plan solutions such as The (k)larity Plan™ pooled employer plan.

Mary Goetz is a CFP® professional with 14 years of experience at Greenspring Advisors, LLC, where she has worked since 2012. She holds Series 63 and Series 65 registrations and is based in Towson, MD. Greenspring Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm uses a blend of fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers a range of services from portfolio management to institutional retirement plan consulting.

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.

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.

Jay Estabrook is a financial advisor at Founders Financial Securities LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Founders Financial Securities since 2007. In addition to his advisory role, Estabrook is the CEO of Estabrook and Company, a CPA firm specializing in tax and accounting services, and serves as a church director and pastor at Grace Words Bible Church. Founders Financial Securities serves 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 range of advisory platforms, including managed portfolios, retirement guidance services, and specialized consulting such as 1031 exchanges.

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.

Charles Imhoff III is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and over 22 years of industry experience. He has been with Chesapeake Financial Management since 2002 and is involved in other business activities including tax preparation and accounting, as well as providing CPA data analytical services. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, with a notable emphasis on non-discretionary assets under management.

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.

George Matthai is a financial advisor at Perigon Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Matthai & Associates, Inc. for over three decades. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, utilizing sub-advisors or turnkey asset management programs when appropriate, and maintains institutional relationships with multiple custodial platforms.

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.

Patrick Sweeney is a financial advisor at Greenspring Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has been with Greenspring Advisors since 2020. Prior to his advisory role, he worked at Columbia Gym for ten years. 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 combines fundamental, quantitative, and qualitative analysis with rigorous due diligence and provides a range of fiduciary and non-fiduciary retirement plan services, including the (k)larity Plan™ pooled employer plan and (k)larity @ Work™ platform.

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.

Kurt Wiegert is a CFP® with 27 years of experience in the financial services industry. He is currently a financial advisor at Merit Financial Advisors and has previously worked at Kestra Advisory, Towson Wealth Management, Founders Financial Securities LLC, and Transamerica Financial Advisors. Wiegert also serves as a notary and holds a treasurer position on the board of a local condominium association. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by both an internal investment team and third-party sub-advisers, supporting discretionary and non-discretionary accounts.

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.

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.