Benjamin Galloway is a CFP® professional with eight years of industry experience, currently serving at Greenspring Advisors, LLC since 2019. His prior experience includes roles at Merrill Lynch and Bank of America, as well as two years at Stryker Orthopaedics. Outside of his advisory work, he serves on the school board of Immaculate Conception School in Towson, Maryland. 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 fundamental, quantitative, and qualitative analysis with regular account reviews, and provides fiduciary and non-fiduciary retirement plan services through platforms such as The (k)larity Plan™.

Freddie Watson is a financial advisor with Capital Analysts in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Lincoln Investment Planning, Inc. for 37 years. Outside of his advisory role, Watson serves as president of Watson Family Farms LLC, a farming business. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management through various programs and employs an in-house Investment Management & Research team to support investment decisions.

Scott Hahn is a CFP® professional with 13 years of experience in the financial advisory industry. He has worked at Harbor Investment Advisory, LLC since 2018 and previously held positions at Kestra Financial Services, Inc and Webber Messick. Harbor Investment Advisory, LLC offers investment advisory and brokerage services to a range of clients, including high-net-worth individuals, families, family offices, retirement plans, charitable organizations, and business entities. The firm combines quantitative and qualitative analysis with manager due diligence and leverages third-party technology and model services from Envestnet to manage portfolios across discretionary and non-discretionary programs.

Christian Stanley is a financial advisor at Greenspring Advisors, LLC in Towson, MD, holding a Series 65 designation with 10 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, providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and offers a range of fiduciary and non-fiduciary retirement plan services, including the (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Matthew Dent is a CFA® charterholder with three years of industry experience. He has been with D.F. Dent and Company, Inc. since 2001. 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 and offers growth-oriented equity strategies alongside fixed-income management, serving a diverse client base through separate accounts, sub-advisory services, and registered investment companies.

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.

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.

Bradley Shepherd is a financial advisor with Founders Financial Securities LLC in Towson, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience and has been with Founders Financial Securities since 2004. Outside of his advisory role, he serves on the board of the Building for God Community Foundation, a 501(c)(3) charitable organization. Founders Financial Securities serves a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm offers portfolio management, access to third-party asset managers, financial planning, and retirement consulting through various advisory programs and combines fiduciary, brokerage, and insurance services on its platform.

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.

Marsha Rosenberg is a financial advisor at Founders Financial Securities LLC with 32 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Rosenberg has been with Brooks Financial Group, Inc. since 2016. Founders Financial Securities provides investment advisory services to 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 variety of advisory platforms and services, including managed portfolio programs, third-party manager access, and 1031 exchange consulting.

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.

Emily Mascio is a financial advisor at Founders Financial Securities LLC with 11 years of industry experience. She holds the CFP® designation and Series 63 license. Mascio has been with Founders Financial Securities and Darrell Financial since 2013. She is also involved in life and health insurance sales through Darrell Financial Services. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, retirement consulting, and affiliated brokerage and insurance services, employing various advisory platforms and co-advisory programs.

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.

Mark Darrell is a CFP® with 40 years of experience in the financial services industry. He has been with Founders Financial Securities LLC since 2006 and also owns Darrell Financial Services, which he has operated since 1989. Outside of advising, he is an owner and insurance agent at Darrell Financial Services, focusing on life and health insurance. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting. The firm employs multiple investment programs and combines advisory, brokerage, and insurance services, with a notable emphasis on subscription-based retirement education and co-advised private wealth solutions.