Matthew Moore is a financial advisor with Verdence Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Verdence since 2017 and previously held positions at Hightower Securities, LLC and Hightower Advisors from 2013 to 2017. Outside of his advisory role, Moore is a partner in an investment partnership, Hunt Valley Partners, which he is involved with 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, providing discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Thomas O'Neil Jr. is a CFA® charterholder with 36 years of industry experience. He has been with D.F. Dent and Company, Inc. in Baltimore, MD since 1985. D.F. Dent and Company provides discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable institutions, and municipal entities. The firm employs a disciplined portfolio construction process across equity and fixed-income strategies and manages a family of mutual funds while serving other advisors and wrap/UMA programs.

Jason Edelson is a financial advisor at Verdence Capital Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at Verdence since 2017, following prior roles at Hightower Advisors and HighTower Securities, LLC. Verdence Capital Advisors serves individual and institutional clients—including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations—providing discretionary portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to guide investment decisions across multiple asset types and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Jacob Carson is a financial advisor at Greenspring Advisors, LLC in Towson, MD, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Towson University’s University Union and Stratosphere Social. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering a range of services including private money management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and provides both fiduciary and non-fiduciary retirement plan services.

Aimee Eudy is a financial advisor at 1919 Investment Counsel, LLC with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has been with 1919 Investment Counsel since 2003. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients. The firm focuses on customized portfolios emphasizing liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, including AI and machine-learning inputs.

Jane Maccubbin is a financial advisor at Founders Financial Securities LLC with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley and T. Rowe Price Investment Services. Outside of finance, she operates Jane Mack Photography and serves as an accountant on the Board of Governors for the Building for God Community Foundation. Founders Financial Securities serves a broad range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, retirement consulting, and brokerage and insurance services. The firm utilizes various investment programs and non-traditional delivery methods, including a subscription-based retirement education service and co-advised Private Wealth Solutions for affluent households.

Christopher Di Pietro is a CFP® professional with eight years of industry experience. He has worked at Founders Financial Securities LLC since 2017 and is also associated with Brooks Financial Group LLC, where he serves as Director of Planning. Founders Financial Securities LLC provides investment advisory services to individual, retirement plan, trust, and corporate clients through a network of advisors managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms and emphasizes niche services such as 1031 exchange consulting and co-advised private wealth portfolios.

Maxton Herbkersman is a CFP® with three years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC. Prior to joining Greenspring, he held roles at PepsiCo and the University of Maryland. Outside of his advisory work, he has experience as a bartender. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm employs a combination of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation and offers both discretionary and non-discretionary portfolio management.

Ryan Baldwin is a CFP® with eight years of industry experience. He currently works at Waverly Advisors, LLC and previously held positions at Grant Gross Mendelsohn, Jackson Hewitt Tax Services, Robert Morris University, and Eggcellence, LTD. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations and offers a range of services including financial planning and multi-family office solutions.

Robert Elliott is a financial advisor with RiverFront Investment Group, LLC in Baltimore, MD. He holds a Series 66 designation and has eight years of industry experience, including roles at ALPS Distributors and Lyft. RiverFront Investment Group provides investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations, utilizing a blend of Price Matters® valuation with tactical asset allocation and security selection across multiple asset classes. The firm delivers its strategies through separately managed accounts, unified managed accounts, and model portfolios, incorporating use of ETFs, options, and tax-management overlays in custom solutions.

Jacob Linden is a financial advisor at Greenspring Advisors, LLC in Towson, MD, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at T Rowe Price and diverse positions outside finance such as at Whiting Turner Contracting Company and Colorado College. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and retirement plans. The firm uses a combination of fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers services including portfolio management, wealth planning, and institutional retirement plan consulting.

Validmir Kats is a financial advisor at Fiduciary Financial Advisors in Baltimore, MD, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Freedom Calls, LLC, Five Doors, Legacy, and ER4RE, LLC. Kats serves on the advisory board of Alchemy of Money and works as a business consultant in private practice. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO services, with an investment process that integrates strategic asset allocation and multiple analytical approaches.

Meredith Mowen is a financial advisor at 1919 Investment Counsel, LLC with 21 years of industry experience. She has been with 1919 Investment Counsel since 2003 and holds the Series 65 designation. 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 emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and model portfolios.

Brian Ellis is a financial advisor with Greenspring Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Agia, Corebridge Financial, Valic Financial Advisors, and a position at the University of South Carolina. Greenspring Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, estates, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a multi-faceted investment approach incorporating fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers services such as discretionary portfolio management, comprehensive wealth planning, and retirement plan consulting.

Casey Crawford is a financial advisor at Greenspring Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Greenspring Advisors since 2021, following an extended period of study from 2008 to 2020. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, and employer-sponsored retirement plans. The firm employs a multi-disciplinary investment approach combining fundamental, quantitative, and qualitative analysis, with a focus on asset allocation and customized portfolio management.

Walter Zurowski is a financial advisor at IP Financial Advisory Services LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Shore United Bank, LPL Financial, Cetera Investment Services, and Northwest Advisors. Zurowski is also the business owner of Clarkscapes, LLC in Phoenix, MD. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and managed account programs. The firm employs a range of analytical approaches and provides specialized advisory services including actuarial analysis, benefits and insurance consulting, and investment banking support.

Marc Asher is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Lifemark Securities Corp. from 2000 to 2018 and has operated Asher & Associates, a tax and accounting firm, since 2015. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers a range of portfolio management and consulting services, employing multiple investment platforms and combining advisory, brokerage, and insurance capabilities.

Lucas Belanger is a financial advisor at Verdence Capital Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has been with Verdence since 2017. Prior to joining Verdence, he worked at American University from 2013 to 2017. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations, providing portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory services for other registered advisers.

John Collins Jr. is a CFP® with 25 years of industry experience, currently serving as an advisor at Greenspring Advisors, LLC since 2004. He is also associated with J.P. Collins and Associates, Inc. Outside of his advisory roles, no additional activities were reported. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with private money management, comprehensive wealth management, financial planning, and retirement 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, including the notable (k)larity Plan™ pooled employer plan and (k)larity @ Work™ platform.

Stephen Thacker is a financial advisor at Verdence Capital Advisors, LLC with 22 years of industry experience. He has been with Verdence since 2017 and previously worked at Hightower Advisors from 2015 to 2017. He holds the Series 63 and Series 65 designations. Verdence Capital Advisors serves a diverse client base, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a variety of investment strategies based on fundamental, technical, and cyclical analysis and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.