Ryan Staton is a CFP® and ChFC® with 11 years of experience in the financial services industry. He is currently with Founders Financial Securities LLC, where he has worked since 2020. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, Staton is involved in business consulting focused on exit and succession planning and operates investment and insurance-related businesses. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of advisory platforms and model portfolios tailored at the adviser level.

Howard Pinson is a CFP® professional with 36 years of industry experience. He is currently with Gateway Wealth Partners, LLC and has previously worked at LPL Financial LLC and National Planning Corporation. He has operated Pinson Wealth Management since 2005. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Elias Poe is a financial advisor at Harbor Investment Advisory, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Harbor since 2017. Prior to that, he was with Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2017. Harbor Investment Advisory serves individual and high-net-worth clients, family offices, retirement plans, charitable organizations, and business entities with portfolio management, financial planning, retirement plan consulting, and wrap-fee advisory programs. The firm combines quantitative and qualitative analysis to tailor asset allocations and select third-party portfolio managers, offering both discretionary and non-discretionary services.

Noelle Savage is a CFA® charterholder with six years of experience at D.F. Dent and Company, Inc. and five years at Skipjack Global Capital Management, totaling 11 years in the financial industry. She is based in Baltimore, MD. D.F. Dent and Company provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as various institutional clients. The firm manages approximately $8.6 billion in assets and offers a range of equity-focused strategies alongside fixed-income management, serving unique client types such as Unified Managed Account programs, pooled vehicles, and registered investment companies.

Jeffrey Troll is a CFP® and CFA® with 21 years of industry experience. He is currently with CW Advisors, LLC and previously spent 16 years at Pinnacle Advisory Group, Inc. He serves as a board member for Marylandreporter.com and is a partner at Waypoint Consulting Group. CW Advisors serves a diverse client base, including individuals, high-net-worth families, and institutional accounts. The firm employs a core-and-satellite investment approach combining active, passive, and ESG strategies, and provides wealth management, family office services, and retirement plan advisory.

Jeremy Stack is a CFP®-certified financial advisor at Greenspring Advisors, LLC with five years of industry experience. He has worked at several firms, including Raymond James Financial Services Advisors and Rabadeau Wealth Group, LLC. Outside of his advisory role, he manages a family partnership with private real estate investments through NWM Capital LLC. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, and employer-sponsored retirement plans. The firm employs a mix of fundamental, quantitative, and qualitative analysis with an asset-allocation focus, offering both discretionary and non-discretionary portfolio management along with comprehensive wealth planning.

Sean Sundell is a financial advisor at Harbor Investment Advisory, LLC with three years of industry experience and holds the Series 66 designation. His prior work includes roles at Bank of America and Merrill, among others. Outside of finance, he has experience working in the food service industry and in academic settings. Harbor Investment Advisory provides investment advisory and brokerage services to individuals, families, retirement plans, charitable organizations, and business entities. The firm employs a blend of quantitative and qualitative analysis, manager due diligence, and third-party technology to manage portfolios across various program types.

Mark Mahaney is a financial advisor at Wealthcare Advisory Partners LLC in Baltimore, MD, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with Wealthcare Advisory Partners and affiliated with LPL Financial since 2016. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising process that combines proprietary Wealthcare software, behavioral economics, and evidence-based quantitative metrics to guide portfolio management and planning strategies.

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 credential and five years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2021. Outside of his advisory role, he serves as a board member of Golden Seagull LLC, an entity involved in holding a rental property. Harbor Investment Advisory, LLC offers investment advisory and brokerage services to a wide range of clients including individuals, families, family offices, retirement plans, charitable organizations, and business entities. The firm’s investment approach combines quantitative and qualitative analysis, manager due diligence, and third-party technology platforms to manage portfolios across discretionary and non-discretionary programs.

Ian Harris is a CFP® with 11 years of industry experience. He is currently an advisor at Cape Investment Advisory, Inc. in Hanover, MD. His prior roles include positions at Edward Jones, Charles Schwab and Co., TD Ameritrade, and Raymond James Financial Services Advisors. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers, using a process that incorporates client discussions, historical risk/return data, and optimization software.

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.

Lisa Edwards is a CFP®, CFA®, and holds a Series 65 license with five years of industry experience. She is currently an advisor at Choreo, LLC, where she has worked since 2026. Prior to joining Choreo, she was with WMS Partners, LLC for six years and spent fourteen years at Farmer Mac. 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 emphasizes strategic asset allocation and diversified model portfolios, implementing client portfolios through various managed accounts and funds, with oversight by a centralized Investment Committee.

Michael Hamolia is a CFP® professional with 14 years of industry experience. He currently works at Congress Wealth Management LLC and previously spent 16 years at Pinnacle Advisory Group, Inc. CW Advisors, LLC serves a broad range of clients including individuals, families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing both third-party money managers and internally managed strategies overseen by an Investment Oversight Committee.

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.

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 at LaSalle St. Investment Advisors, L.L.C. with 22 years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining LaSalle St., he has been with Chesapeake Financial Management since 2002. In addition to his advisory role, he is involved in tax preparation and accounting through Chesapeake Financial Management Associates, Inc., and also provides CPA data analytical services. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a range of clients including individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment approaches, emphasizing a predominance of non-discretionary asset management.

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.

Amir Dreams is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has worked at Greenspring Advisors, LLC since 2023 and previously spent three years at The Kelly Group. His background also includes roles in financial education and community institutions. Greenspring Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, and employer-sponsored retirement plans. The firm employs a multi-faceted investment approach incorporating fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation, and offers comprehensive wealth planning and retirement consulting services.