George Panageotou is a CFA® charterholder with two years of industry experience. He has worked at Greenspring Advisors, LLC since 2026 and previously held positions at T. Rowe Price and Brown Advisory. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, and employer-sponsored retirement plans. The firm combines fundamental, quantitative, and qualitative analysis with an asset-allocation focus, and offers both discretionary and non-discretionary portfolio management along with comprehensive wealth planning.

Benjamin Galloway is a CFP® professional with eight years of industry experience, currently serving at Greenspring Advisors, LLC since 2019. His prior experience includes roles at Merrill Lynch and Bank of America, as well as two years at Stryker Orthopaedics. Outside of his advisory work, he serves on the school board of Immaculate Conception School in Towson, Maryland. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering comprehensive wealth management, private money management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis with regular account reviews, and provides fiduciary and non-fiduciary retirement plan services through platforms such as The (k)larity Plan™.

Scott Hahn is a CFP® professional with 13 years of experience in the financial advisory industry. He has worked at Harbor Investment Advisory, LLC since 2018 and previously held positions at Kestra Financial Services, Inc and Webber Messick. Harbor Investment Advisory, LLC offers investment advisory and brokerage services to a range of clients, including high-net-worth individuals, families, family offices, retirement plans, charitable organizations, and business entities. The firm combines quantitative and qualitative analysis with manager due diligence and leverages third-party technology and model services from Envestnet to manage portfolios across discretionary and non-discretionary programs.

Christian Stanley is a financial advisor at Greenspring Advisors, LLC in Towson, MD, holding a Series 65 designation with 10 years of industry experience. He has been with Greenspring Advisors since 2015. Greenspring Advisors serves 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 process and offers a range of fiduciary and non-fiduciary retirement plan services, including the (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Matthew Dent is a CFA® charterholder with three years of industry experience. He has been with D.F. Dent and Company, Inc. since 2001. D.F. Dent and Company provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as various institutional clients. The firm manages approximately $8.6 billion in assets and offers growth-oriented equity strategies alongside fixed-income management, serving a diverse client base through separate accounts, sub-advisory services, and registered investment companies.

Andrew Sullivan is a financial advisor at Harbor Investment Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Harbor since 2013. 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 wrap-fee advisory programs. The firm combines quantitative and qualitative analysis to construct client-specific asset allocations and selects third-party portfolio managers, providing both discretionary and non-discretionary services.

Andrew Crosby is a financial advisor at Greenspring Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Greenspring Advisors since 2017, following three years at RBC Capital Markets. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm employs fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers a range of services including discretionary portfolio management and retirement plan consulting.

Linda Mccleary is a financial advisor at D.F. Dent and Company, Inc. with 26 years of industry experience. She has been with D.F. Dent since 1999. D.F. Dent and Company provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as various institutional clients. The firm manages approximately $8.6 billion in assets with a focus on growth-oriented equity strategies across market capitalizations, while also managing fixed-income exposures and serving as a sub-adviser and model provider in numerous Unified Managed Account programs.

Stephen Tan is a financial advisor at Founders Financial Securities LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Deloitte Tax LLP for 16 years. Outside of advising, he is principal and managing shareholder of Tan & Associates Inc., where he manages day-to-day operations and overall strategy. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of programs and third-party asset managers.

Bradley Shepherd is a financial advisor with Founders Financial Securities LLC in Towson, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience and has been with Founders Financial Securities since 2004. Outside of his advisory role, he serves on the board of the Building for God Community Foundation, a 501(c)(3) charitable organization. Founders Financial Securities serves a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm offers portfolio management, access to third-party asset managers, financial planning, and retirement consulting through various advisory programs and combines fiduciary, brokerage, and insurance services on its platform.

Robert Pierce is a financial advisor at 1919 Investment Counsel, LLC in Baltimore, MD, holding a Series 63 designation with 25 years of industry experience. He has been with 1919 Investment Counsel since 2006. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm constructs customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by both proprietary and third-party research and investment policy statements.

Marsha Rosenberg is a financial advisor at Founders Financial Securities LLC with 32 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Rosenberg has been with Brooks Financial Group, Inc. since 2016. Founders Financial Securities provides investment advisory services to 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 variety of advisory platforms and services, including managed portfolio programs, third-party manager access, and 1031 exchange consulting.

Brian Pacen is a CFP® professional with 15 years of experience in the financial services industry. He has worked at CreativeOne Securities, LLC since 2016 and also serves as a portfolio manager for The Sawyer Group. Additionally, he is part owner and Chief Investment Officer at Innovative Outcome Portfolios LLC, where he consults on the creation of unit trusts. 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 128 advisors.

Justin Allen is a CFP® certified financial advisor at Verdence Capital Advisors, LLC with five years of industry experience. He previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co for seven years, as well as at LPL Financial LLC. Verdence Capital Advisors serves individual clients across wealth levels, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm offers discretionary portfolio management, financial planning, and specialized services including family office, sports and entertainment advisory, and OCIO/sub-advisory solutions, using a multi-disciplinary investment approach that incorporates fundamental, technical, and cyclical analysis.

Amy Lazas is a Series 65-credentialed advisor with Integrity Advisory Solutions in Columbia, MD, and has one year of experience in the financial industry. She is also the owner and attorney at Providence Law Group, LLC, where she focuses on estate planning. Lazas is a member of the American Academy of Estate Planning Attorneys. Integrity Advisory Solutions serves individuals, high-net-worth clients, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing both fundamental and technical analysis alongside a variety of asset-allocation frameworks.

Arthur Karafin is a financial advisor with 23 years of industry experience, currently with 1919 Investment Counsel, LLC in Baltimore, MD. He has worked at Legg Mason Investment Counsel, LLC for 20 years. In addition to his advisory role, he is a partner in the law firm Karafin, Gruonstein, Dubrow. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, including AI and machine-learning inputs.

James Curran is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Harbor Investment Advisory, LLC since 2015. He holds Series 63 and Series 65 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 employs a combination of quantitative and qualitative analysis to develop client-specific asset allocations and selects third-party portfolio managers through both discretionary and non-discretionary programs.

Patrick Meadowcroft is a Series 66 licensed advisor with five years of industry experience. He is currently with CreativeOne Securities, LLC and Sawyer Wealth Management, where he has worked since 2022. His prior experience includes roles at Merrill and RBC Wealth Management, as well as a background that includes time at University of Maryland and William T. Houseman, Sr. CPA. 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.

William Friedrich is a CFP® professional with 13 years of industry experience. He is currently with Accelerate Retirement and has previously worked at NFP Retirement, Inc. and BlackRock. In addition to his advisory role, he is a licensed insurance agent and recommends certain insurance products on a commission basis. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term allocation approach, customizing portfolios with a range of investment vehicles while adjusting for client objectives and market conditions.

Charles Imhoff Jr. is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding the PFS™ designation and Series 63 license, with 39 years in the industry. He has worked with La Salle St. Securities since 1997 and has extensive experience dating back to his roles at Chesapeake Planning, Inc. and Charles F. Imhoff, P.A./Chesapeake Financial Management Associates, Inc. Outside of his advisory work, he serves as treasurer for The Bettinger-Marshall Foundation and is a trustee and board member of the Shean Family Foundation. LaSalle St. Investment Advisors provides 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 offers both non-discretionary and discretionary management programs, utilizing asset-allocation models and a range of investment vehicles, with a distinctive focus on non-discretionary asset management.