Jordan Fisher is a CFA® with 12 years of industry experience. He is currently with Black Diamond Financial, LLC, where he has worked since 2026. Prior to that, he spent two years at Axia Wealth Management Inc, two years at TheSpreadSite.com, and eleven years at DRW Securities, LLC. Black Diamond Financial, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and other entities. The firm manages approximately $1.37 billion in client assets and employs a multi-advisor team approach focused on strategic asset allocation, low-cost index-based core exposures, tax-aware portfolio construction, and selective use of institutional-quality private investments.

Robert Dimarino Jr. is a financial advisor at Red Oak Financial Group in Towson, MD, with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Red Oak Financial Group since 2015. Red Oak Financial Group provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and qualified retirement plans. The firm manages approximately $1.04 billion in assets across more than 1,000 client relationships, employing proprietary ETF and mutual fund portfolios with ongoing oversight and tailored allocations.

Michael Mcandrew is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at 1919 Investment Counsel, LLC in Baltimore, MD. He has been with the firm since 2014 across various roles. 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 emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and a range of complementary strategies.

Peter Mcgratty is a CFA® charterholder with over a decade of experience in the financial industry. He has worked at Pinnacle Advisor Solutions, Congress Wealth Advisor Solutions, and Precursor Asset Management before joining Verdence Capital Advisors, 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. The firm employs a blend of fundamental, technical, and cyclical analysis in its investment decisions and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Ryan Silk is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at Towson Wealth Management and Kestra Advisory Services. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach with both discretionary and non-discretionary authority.

Charles Ward is a CFP® with 25 years of industry experience and has been with Harbor Investment Advisory, LLC since 2015. He holds a Series 66 license. Outside of his advisory work, he is a limited partner in a rental property in Bethany Beach, Delaware. 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 programs.

Leo Kelly is a financial advisor with Verdence Capital Advisors, LLC, holding a Series 66 designation and 28 years of industry experience. He has worked at Verdence since 2017 and concurrently at Independent Access Partners since 2019. Outside of his advisory role, he serves as a board member and shareholder of Devils River Holdings LLC, a holding company for a whiskey distillery. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting through specialized teams and employs a mix of fundamental, technical, and cyclical analysis to guide investment decisions.

Erin Rogers is a CFP® professional with 13 years of industry experience, currently with NorthRock Partners, LLC since 2023. She previously worked at Lion Street Financial, Curi Capital, and Fidelity in various advisory and brokerage roles. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment strategy that includes broad asset allocation, diversification, and both discretionary and non-discretionary management, incorporating public and private market investments along with personal office services such as tax preparation and bill pay.

Yolanda Degrange is a CFP® with 18 years of industry experience, currently serving at John Hancock Personal Financial Services, LLC. She has worked with John Hancock and its affiliated entities since 2019 and previously at Diversified Investors Securities Corp. from 2012 to 2019. Outside of her financial advisory role, she is registered as an agent for a makeup-related business but is not involved in its daily operations. John Hancock Personal Financial Services, LLC offers financial planning, consultative services, and an Emergency Savings program to a diverse client base, including individuals, trusts, and non-profits. The firm uses technology-assisted, written financial plans that advisors review, providing a scalable service model with a notably high client load per advisor.

Joseph Knight is a CFP® professional with 16 years of industry experience, currently affiliated with Founders Financial Securities LLC and Brooks Financial Group. He has worked at Brooks Financial Group since 2010 and Founders Financial Securities since 2009. In addition to his advisory role, he is also licensed as an insurance agent, selling life, long-term care, and disability insurance. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting. The firm employs a variety of investment programs and combines advisory, broker-dealer, and insurance services within its platform.

Brian Grumbach is a CFP® professional with 28 years of industry experience. He has been with Verdence Capital Advisors, LLC since 2017 and previously worked at Hightower Securities, LLC and Hightower Advisors, LLC from 2012 to 2017. He is also a partner in Hunt Valley Partners, an investment partnership for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Noah Gonzalez is a CFP® professional with six years of industry experience. He is currently with Merit Financial Advisors and Purshe Kaplan Sterling Investments, having previously worked at Kestra Investment Services. Gonzalez has involvement in financial associate roles assisting with client servicing. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and customizable model portfolios.

Polina Bolotnikova is a financial advisor at Founders Financial Securities LLC in Timonium, MD. She holds Series 63 and Series 65 designations and has been with the firm since 2023. Prior to joining Founders Financial, she held roles at Penn State York University, Hollywood Casino, HACC, and Karazin's Kharkiv National University. Outside of her advisory work, she is the founder of Maison Nouir LLC, an e-commerce business specializing in home décor boxes. Founders Financial Securities serves a broad range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to third-party asset managers, utilizing a variety of investment programs and a combination of advisory, broker-dealer, and insurance services.

Ayaz Hasan is a CFP® and holds a Series 66 designation, with 17 years of experience in the financial services industry. He is currently with Verdence Capital Advisors, LLC and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and consulting through specialized teams such as family office services and a Sports & Entertainment practice. The firm employs a mix of fundamental, technical, and cyclical analysis for investment decisions, utilizing a range of strategies and investment vehicles tailored to client objectives.

Carol Hopkins is a financial advisor at Verdence Capital Advisors, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at PNC Bank NA for 21 years before retiring for three years. Hopkins resumed her advisory career in 2024 at Verdence Capital Advisors. 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 combination of fundamental, technical, and cyclical analysis to manage portfolios using a range of investment vehicles and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Peter Wilkinson is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at MML Investors Services, Inc. and a period of self-employment. Outside of advisory work, he is involved with Corto Financial Group, focusing primarily on insurance sales and facilitating medical student loan refinancing partnerships. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a combination of discretionary and non-discretionary portfolio management strategies, utilizing fundamental, technical, charting, and cyclical analysis, with a significant portion of assets managed on a non-discretionary basis allowing clients to retain final trading authority.

Ryan Stark is a CFP® with 10 years of industry experience and is currently with Greenspring Advisors, LLC. He previously worked at AdaptFirst Investments LLC, MCo Advisors, Complete Money Management, and LPL Financial. 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 utilizes a combination of fundamental, quantitative, and qualitative analysis in its investment approach and provides a range of fiduciary and non-fiduciary retirement plan services.

Erin Ansalvish is a CFP® with 15 years of industry experience, currently serving as a senior wealth advisor at Prosperity - An EisnerAmper Company. She has a background that includes roles at Dai Securities, LLC and Triad Advisors Inc, and she has operated The Prosperity Consulting Group, LLC since 2007. In addition to wealth management, Ansalvish is involved in insurance sales as a licensed agent. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm employs a multi-team approach, managing approximately $5 billion in assets, and emphasizes asset allocation and diversification using both discretionary and non-discretionary management strategies.

Devin Walsh is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at Park Avenue Securities, Chesapeake Brokerage, and Guardian Life Insurance Company. Beyond his advisory work, he serves as director of the Fellowship of Christian Athletics, aiding the organization’s growth and fundraising efforts, and holds leadership positions with the Calvert Hall College Alumni Association and The Center Club in Baltimore. 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 varied advisory platforms and niche services including 1031 exchange consulting and co-advised private wealth solutions, with investment strategies delegated to its representatives who provide discretionary and non-discretionary management.

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.