Sean Sundell is a financial advisor at Harbor Investment Advisory, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. prior to joining Harbor. Outside of finance, his background includes roles in education and local businesses. Harbor Investment Advisory, LLC offers investment advisory and brokerage services to individuals, families, family offices, retirement plans, charitable organizations, and business entities. The firm uses a combination of quantitative and qualitative analysis along with third-party technology to manage portfolios across discretionary and non-discretionary programs.

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 designation and five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of his advisory role, he serves as a board member of Golden Seagull LLC, a small enterprise formed to hold a rental property. Harbor Investment Advisory, LLC serves individuals, families, family offices, retirement plans, charitable organizations, and business entities, offering portfolio management, financial planning, and brokerage services. The firm integrates quantitative and qualitative analysis with third-party platforms like Envestnet to manage portfolios across discretionary and non-discretionary programs.

Ian Harris is a CFP® professional with 12 years of experience in financial advising. He is currently affiliated with Cape Investment Advisory, Inc., and has previously worked at firms including Edward Jones and Charles Schwab. Outside of his advisory role, his spouse holds a limited partner interest in a mattress manufacturing business. Cape Investment Advisory, Inc. serves individuals, businesses, pension and profit-sharing plans, trusts, and other entities. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers, implementing asset allocation plans based on clients’ financial goals and risk tolerance.

Craig Hebert is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and nine years of industry experience. He has been with Foundations Investment Advisors since 2017 and also serves as a college funding advisor through College Craig, where he designs education and funding strategies for college-bound families. Additionally, he is involved in estate planning and private lending through related business activities. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers tailored advice using a combination of fundamental, technical, and cyclical analysis, and employs model portfolios with an asymmetric rebalancing approach.

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 is currently with CW Advisors, LLC and previously worked at Pinnacle Advisory Group, Inc. and Congress Wealth Management LLC. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients, offering wealth management, financial planning, retirement plan advisory, family-office services, and sub-advisory solutions. Their investment approach employs a Core-and-Satellite framework utilizing active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

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 with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and over 22 years of industry experience. He has been with Chesapeake Financial Management since 2002 and is involved in other business activities including tax preparation and accounting, as well as providing CPA data analytical services. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, with a notable emphasis on non-discretionary assets under management.

Arthur Deluca is a financial advisor with intrua Financial, holding a Series 66 credential and 22 years of industry experience. He previously worked at LPL Financial and Raymond James Financial Services, with a background including Lynch Retirement Investment Group. Intrua Financial provides investment advisory and portfolio management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary management through various platforms and third-party managers.

Norman Hostetler is a CFP® and ChFC® with 41 years of industry experience. He is affiliated with Csenge Advisory Group, LLC and previously held positions at Integrity Alliance, LLC, Lion Street Financial, LLC, and Hostetler & Church, LLC. Outside of financial advising, he manages multiple farming operations and owns a counseling practice called Beyond Wealth. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combination of fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary and model-based allocations.

Donald Hoffman is a financial advisor with Prosperity - An EisnerAmper Company based in Owings Mills, MD. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at DAI Securities, LLC, EisnerAmper LLP, Triad Advisors Inc, and The Hoffman Group, LLC. Outside of his advisory activities, he is involved in a pizza and soda sales business, serving as a member of Topstage LLC. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets with a focus on asset allocation and diversification, offering both discretionary and non-discretionary management through third-party Independent Managers and model portfolios.

Charles Reichelt Jr. is a financial advisor at Founders Financial Securities LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at John Hancock Distributors LLC and John Hancock for 18 years. He also consults for Dialectica outside of his investment advisory role. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a broad network of registered investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and utilizes a variety of investment approaches implemented across multiple program platforms.

Patrick Sweeney is a financial advisor at Greenspring Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has been with Greenspring Advisors since 2020. Prior to his advisory role, he worked at Columbia Gym for ten years. 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 combines fundamental, quantitative, and qualitative analysis with rigorous due diligence and provides a range of fiduciary and non-fiduciary retirement plan services, including the (k)larity Plan™ pooled employer plan and (k)larity @ Work™ platform.

Ryan Wibberley is a financial advisor at Apollon Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, CIC Wealth, LLC, and Commonwealth Equity Services, Inc. Outside of his advisory role, Wibberley serves as a non-compensated Reserve Officer with the Metropolitan Police Department. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, and other entities, combining centrally managed strategies with locally managed portfolios and employing fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

Kurt Wiegert is a CFP® with 27 years of experience in the financial services industry. He is currently a financial advisor at Merit Financial Advisors and has previously worked at Kestra Advisory, Towson Wealth Management, Founders Financial Securities LLC, and Transamerica Financial Advisors. Wiegert also serves as a notary and holds a treasurer position on the board of a local condominium association. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by both an internal investment team and third-party sub-advisers, supporting discretionary and non-discretionary accounts.