Nino Sujashvili is a financial advisor at Choreo, LLC with a Series 65 designation and approximately six years of industry experience. His prior roles include positions at BDO Wealth Management and Biegel and Waller LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various investment vehicles and specialized advisory services.

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 11 years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets, LLC. Crosby has been with Greenspring Advisors since 2017. 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 a combination of fundamental, quantitative, and qualitative analysis in its investment approach and provides both fiduciary and non-fiduciary retirement plan services.

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.

Danita Yetter is a CFP® professional with five years of industry experience, currently serving at Cape Investment Advisory, Inc. She has worked with several firms including American Global Wealth Management, Inc. and The Prudential Insurance Company of America. Outside of her advisory role, she is involved in long-term care insurance sales and provides notary services for the Government Employee Benefits Association. Cape Investment Advisory, Inc. serves a diverse client base including individuals, businesses, and various trusts and retirement accounts. The firm offers portfolio management, financial planning, and access to a variety of asset managers, using a process that incorporates client-specific financial goals and risk tolerance with data-driven asset allocation strategies.

Linda Stapf is a financial advisor with LexAurum Advisors who holds Series 63 and Series 65 credentials and has 30 years of industry experience. She has worked at LexAurum Advisors since 2019 and previously operated her own CPA and tax accounting practice. Stapf also owns and manages a local livestock properties business. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement-plan services. The firm employs a multi-advisor team and emphasizes diversified portfolios based on modern portfolio theory, using a standardized program with model allocations typically implemented through low-cost ETFs.

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.

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.

Adam Brubaker is a financial advisor at Vicus Capital, Inc. in Columbia, MD, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Cetera Wealth Services, Allstate Insurance Company, and APR Supply Company. He also serves as Director of Financial Planning at Drown Financial Services. Vicus Capital serves a diverse client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers investment management, financial planning, and retirement plan consulting, utilizing a blend of fundamental and technical analysis across various strategies and providing specialized fiduciary consulting and plan-sponsor services.

Brian Pacen is a CFP® professional with 15 years of industry experience, currently affiliated with CreativeOne Securities, LLC. He has held roles at CreativeOne Securities since 2016 and is involved with The Sawyer Group in a portfolio management capacity. He is part owner and Chief Investment Officer of Innovative Outcome Portfolios LLC, providing consulting services related to unit trusts. 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, discretionary and non-discretionary portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management using fundamental and cyclical security analysis.

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 financial advisor at Integrity Advisory Solutions with a Series 65 credential and one year of industry experience. She is also an attorney and owner of Providence Law Group, LLC, where she specializes in estate planning. Lazas is a member of the American Academy of Estate Planning Attorneys. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, and consulting services through a network of investment adviser representatives, utilizing third-party platforms and model portfolios tailored to client needs.

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.

Suzanne Wheeler is a financial advisor at Arkadios Wealth Advisors with 25 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Arkadios since 2019. Outside of her advisory role, she serves as secretary for South Village Homes Corp and is an appointed agent at RAK Group Inc., providing life insurance and fixed annuity products. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers a range of portfolio management and consulting services, using customized investment plans that integrate fundamental, technical, and cyclical analysis.

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® with 13 years of industry experience, currently serving at Accelerate Retirement since 2023. His prior roles include a decade at BlackRock and a year at NFP Retirement, Inc. He is also a licensed insurance agent and occasionally recommends insurance products on a commission basis. Accelerate Retirement serves a diverse client base, including high-net-worth individuals, trusts, corporations, and plan sponsors, offering retirement plan consulting, discretionary investment management, financial planning, and fiduciary services. The firm employs a long-term investment approach, constructing customized portfolios through a network of advisors and supporting its clients with ongoing portfolio monitoring and due diligence.

Caitlin Douglas is a financial advisor at Elevation Point Wealth Partners, LLC with 14 years of industry experience. She holds the Series 66 designation and has previously worked at Dynasty Wealth Management, Dynasty Securities, Triad Advisors, Planning Solutions Group, and Keeney Financial Group. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and business entities through model portfolio strategies that include tactical asset allocation across various investment vehicles and incorporates insurance distribution and annuity servicing within its advisory services.

Owen Demmerly is a CFP® and Series 65 licensed advisor at Greenspring Advisors, LLC with nine 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 with services including private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis in its investment approach and offers both discretionary and non-discretionary portfolio management.

Jeffrey Bernfeld is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Greenspring Advisors, LLC since 2013. 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 uses fundamental, quantitative, and qualitative analysis combined with asset-allocation and manager due diligence, and provides a notable suite of retirement services including discretionary plan-level management and participant-level advice through its (k)larity Plan™ and (k)larity @ Work™ platforms.