Douglas Holthaus is a financial advisor with Harbor Investment Advisory, LLC, holding Series 63, 66, and 65 licenses and bringing 22 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously at Bank of America and Merrill from 2014 to 2018. Harbor Investment Advisory, LLC serves individuals, families, family offices, retirement plans, charitable organizations, and business entities with investment advisory and brokerage services. The firm combines quantitative and qualitative analysis with third-party technology to manage portfolios and offers both discretionary and non-discretionary programs.

Tyrin Tyson is a Series 65-licensed financial advisor at Fiduciary Financial Advisors with two years of industry experience. Prior to joining the firm, he held nursing positions including Vascular Access Nurse at Advanced PICC Specialist and Emergency Medical Transport nurse with Procare Ambulance Services. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and uses a variety of analytical approaches, offering services that include individual professional trustee roles and access to private alternative funds.

Jason Dye is a CFP® with 17 years of industry experience, currently affiliated with Greenspring Advisors, LLC. Prior to joining Greenspring Advisors, he spent nearly 11 years at McLean Asset Management Corporation. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm’s investment approach combines fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation, incorporating third-party managers and mutual fund selection as appropriate.

Lauren Rebbel is a CFP® with 24 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. She has worked previously with DAI Securities, LLC and Triad Advisors, Inc. Rebbel is also the owner and blogger of TheFemaleForce.com, where she writes career advice and basic money blogs targeted toward women. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in client assets with a focus on asset allocation and diversification, offering both discretionary and non-discretionary management often through third-party Independent Managers and model portfolios.

Andre Somerset Alexander is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior experience includes roles at Bank of America, Merrill, Citigroup, and Money One Federal Credit Union. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes managed advisory programs with third-party portfolio managers and offers solutions ranging from unified managed accounts to automated ETF portfolios.

Brandon Jew is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at Morgan Stanley, The Vanguard Group, Raymond James & Associates, and Wells Fargo. 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.

Sean Mccomber is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Signal Advisors Wealth, LLC and has previously worked at firms including Personal Capital Advisors Corporation, Empower Advisory Group, and Lincoln Financial Advisors Corporation. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform. The firm employs a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a blend of fundamental, quantitative, and technical analysis.

Johnny Brown is a financial advisor with Lombard Advisers Incorporated, holding a Series 66 designation and 18 years of industry experience. He has been with Lombard Securities Incorporated since 2009. In addition to his advisory work, he prepares individual income tax returns on a part-time basis during tax season. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, employing both discretionary and non-discretionary programs with a focus on client-directed trading authority.

Marcus Schafer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC since 2024. He previously worked at Dimensional Fund Advisors for nine years. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis and offers a range of fiduciary and non-fiduciary retirement plan services, including unique platforms such as The (k)larity Plan™ and (k)larity @ Work™.

Thomas Raynor is a CFP® professional with seven years of experience in financial advisory roles. He is currently with Congress Wealth Management LLC and previously worked at Pinnacle Advisory Group, Inc. for thirteen years. Raynor is based in Columbia, MD. He is affiliated with CW Advisors, LLC, a multi-team firm serving individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, financial planning, family office services, retirement plan advisory, and portfolio management.

Michael Burchell is a financial advisor with Independence Square Holdings, LLC in Baltimore, MD. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior experience includes roles at WPG Financial Group, United Planners' Financial Services of America, and CFG Capital Markets. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm uses a blend of fundamental, quantitative, technical, and modern portfolio theory approaches to construct customized and model-based portfolios, supported by digital platforms and access to third-party managers.

Travis Drown is a financial advisor at Vicus Capital, Inc. with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Cetera Wealth Services, LLC and Drown Financial Services. He serves as treasurer on the board of Mosaic Christian Church, overseeing the church’s finances. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis, offering a range of strategies and fiduciary services, including retirement-plan consulting and access to third-party money managers.

Harvey Byrd is a financial advisor at Lombard Advisers Incorporated with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Massmutual Life Insurance Company and Mml Investors Services Inc. Outside of his advisory role, he is an insurance agent focusing on life, disability, and long-term care insurance. Lombard Advisers provides personalized investment management and retirement plan consulting to individuals, trusts, pension plans, and small businesses through a team-based approach. The firm offers both discretionary and non-discretionary portfolio management, utilizing various analytical methods, and manages approximately $670 million in assets.

James Waller is a financial advisor at Choreo, LLC with 25 years of industry experience. He holds a Series 65 designation and has previously worked at BDO USA, P.A., BDO Wealth Advisors, LLC, and Biegel & Waller LLP. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios, supported by a centralized portfolio management team and an Investment Committee.

Paul Watson is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Snowden Lane Partners since 2014. Outside of his advisory role, he is the owner of HWA Inc., a business that facilitates introductions to voluntary benefits companies. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach with access to unaffiliated sub-advisers and third-party managers.

Kevin Lutz is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Morgan Stanley, PBMARES Wealth Management LLC, and Sawyer Group Inc. He serves on the boards of The Boy's Latin School and Baltimore Outreach Services, a nonprofit organization assisting homeless women and children. 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 127 advisors.

Erin Stoecker is a financial advisor at Snowden Capital Advisors LLC with 19 years of industry experience. She holds a Series 66 designation and has been with Snowden Lane Partners since 2014. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and endowments. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, utilizing customized model portfolios and a range of investment tools across multiple asset classes.

Geoffrey Burroughs is a CFP® with 19 years of industry experience currently serving at Harbor Investment Advisory, LLC since 2013. He holds a Series 66 designation and works out of Lutherville, MD. Harbor Investment Advisory, LLC provides investment advisory and brokerage services to individuals, families, family offices, retirement plans, charitable organizations, and business entities. The firm combines quantitative and qualitative analysis with manager due diligence and third-party technology to manage portfolios across discretionary and non-discretionary programs.

Donna Gestl is a CFP® professional with 28 years of industry experience. She is currently with Prosperity - An EisnerAmper Company and has held roles at Dai Securities LLC, EAG Wealth Management Strategies, and Triad Advisors Inc. since 2011. Gestl is also a senior vice president of The Prosperity Consulting Group, LLC, where she has been involved since 2004. 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 uses asset allocation and diversification strategies and leverages third-party managers and technology platforms to support its service offerings.

Jennifer Sweeney is a Series 66-licensed financial advisor at Waverly Advisors, LLC with 11 years of industry experience. She previously worked for Grant/GrossMendelsohn, LLC for 10 years before joining Waverly Advisors in 2025. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, 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 services including financial planning, retirement consulting, and multi-family office solutions.