Amir Dreams is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He has worked at Greenspring Advisors, LLC since 2023 and previously held roles at The Kelly Group and Towson University. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by 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 notable (k)larity Plan™ pooled employer plan and (k)larity @ Work™ platform.

Norman Hostetler is a financial advisor with Integrity Alliance, LLC, holding the CFP® and ChFC® designations and over 40 years of industry experience. His prior roles include positions at Lion Street Financial, LLC and Csenge Advisory Group LLC, and he has operated his own firm, Hostetler & Church, LLC, since 1980. Outside of financial advising, he manages farming operations with family members and owns a counseling practice. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing a variety of portfolio management approaches and custodial platforms.

Donald Hoffman is a financial advisor with Prosperity - An EisnerAmper Company based in Owings Mills, MD, holding a Series 66 designation and bringing 24 years of industry experience. His career includes roles at DAI Securities, LLC, EisnerAmper LLP, Triad Advisors Inc, and his own firm, The Prosperity Consulting Group, LLC, where he continues to serve clients. In addition to his advisory work, Hoffman is a member of Topstage LLC, a business involved in pizza and soda sales. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in assets across a multi-team structure of 63 advisors and emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support client account management.

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 worked at firms including Purshe Kaplan Sterling Investments, CIC Wealth, LLC, and Commonwealth Equity Services, Inc. Outside of his advisory role, he serves as a Reserve Officer with the Metropolitan Police Department in Washington, DC. Apollon Wealth Management provides comprehensive advisory services to a diverse client base, including individuals, families, businesses, and charitable organizations. The firm combines centrally managed strategy mandates with local portfolio decision-making, employing both fundamental and tactical investment approaches alongside tax-aware tools and independent sub-managers.

Kurt Wiegert is a CFP® with 27 years of experience in the financial services industry. He is currently affiliated with Merit Financial Advisors and has held prior roles at Purshe Kaplan Sterling Investments and Kestra Advisory. Wiegert is the owner of Towson Wealth Management, where he serves as a financial planner, and he also holds the position of treasurer for the Council of Unit Owners of Fairmount Green Condominium, Inc. 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 focuses on long-term, diversified investment portfolios through centrally managed models and offers a range of wealth management services including financial planning, retirement plan advice, and employee financial-wellness programs.

Thomas Sawyer is a financial advisor at CreativeOne Securities, LLC with one year of experience in the industry. He also serves as Director of Client Service at Sawyer Wealth Management, where he has worked for ten years. Prior to his advisory roles, he was employed at Heritage Honda of Westminster for three years. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Frank Cappadora Jr. is a financial advisor at Apollon Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CIC Wealth, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Outside of his advisory role, he serves as managing partner at CIC Wealth and is president of Mega Capp Inc., a tax-related entity associated with his investment advisory business. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services and employs a combination of fundamental and tactical investment approaches, supported by a platform structure that integrates local portfolio oversight with centralized strategy management.

Douglas Watts is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Baltimore Life prior to joining Mutual of Omaha in 2018. He is also licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services through a network of Investment Advisor Representatives.

Philip Lazzari is a financial advisor with Snowden Capital Advisors LLC in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Snowden Lane Partners since 2014 and has been involved with Simply Soccer Plus since 1991. Outside of his advisory role, he owns HWA Inc., where he facilitates introductions to a voluntary benefits company. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and third-party manager selection, utilizing multi-team resources and institutional capabilities to support a diverse client base.

Ellen Pierce is a financial advisor at Harbor Investment Advisory, LLC with 30 years of industry experience. She previously worked at UBS Financial Services Inc. for 21 years. Outside of her advisory role, she owns and operates a flower and gift shop and serves on the advisory board for the Archdiocese of Baltimore Partners in Excellence Scholarship Program, which provides scholarships to low-income families. 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 various advisory programs. The firm combines quantitative and qualitative analysis to tailor asset allocations and select third-party portfolio managers, providing both discretionary and non-discretionary investment solutions.

Alexander Lim is a Series 66 licensed financial advisor with 37 years of industry experience. He is currently with Founders Financial Securities LLC and serves as CEO and President of Lim Financial Group. Outside of finance, Lim is a 50% owner and instructor at U.S. Jow Ga Martial Arts, a traditional Chinese Kung Fu school, and serves as one of five council members of the American Jow Ga Kung Fu Athletic Association. 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 variety of investment programs and non-traditional delivery methods.

Michael Little Jr. is a CFP® with 22 years of industry experience, currently serving at Waverly Advisors, LLC since 2025. Prior to joining Waverly, he spent 14 years at Grant/GrossMendelsohn, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning and retirement consulting services.

Mark Bauer Jr. is a Series 65-licensed financial advisor with six years of industry experience. He currently works at Waverly Advisors, LLC and previously spent six years at GGM Wealth Advisors. Outside of his advisory roles, he has experience with the University of Maryland College Park and the Jones Family Farm. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm employs a blend of traditional and alternative investment strategies and provides services including portfolio management, financial planning, retirement consulting, and multi-family office solutions.

Daniel Dent is a CFA® charterholder with 35 years of industry experience. He has been with D.F. Dent and Company, Inc. in Baltimore, MD since 1976. D.F. Dent and Company provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm manages approximately $8.6 billion in assets with a focus on growth-oriented equity strategies across various market capitalizations and also offers sub-advisory services, model delivery, and serves as investment adviser to several mutual funds.

Mark Rossbach is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Maryland Financial Group, Inc. dba Chesapeake Financial Planners, LPL Financial, MassMutual, and MetLife Securities. In addition to his advisory work, he is a licensed insurance agent involved in the sale of life, Medicare, accident, health, disability, and long-term care insurance products. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and oversight through a combination of in-house strategies and third-party managers.

Tyler Miles is a CFP® with 10 years of industry experience and is currently affiliated with Wedmont Private Capital. His prior experience includes roles at Triad Advisors, Keeney Financial Group, SFG Wealth Management, and several other firms. Wedmont Private Capital provides ongoing financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans, employing a primarily passive, tax-aware investment approach with a fixed advisory fee structure rather than a percentage-of-assets model.

Alexander Supplee is a CFP® professional with 12 years of industry experience, currently serving at United Capital Financial Advisors. His prior experience includes roles at Cetera Advisor Networks LLC, Girard Securities, and Merrill. He is a board member of the Greater Chesapeake Charitable Foundation, where he assists with fundraising event coordination. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services including sub-advisory and consulting, supported by its technology platform, FinLife Partners, which aids independent advisors.

John Kalendek is a financial advisor with Chelsea Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Chelsea Advisory in 2019, he worked at VOYA Financial Advisors and has been president of Kalendek Financial Group since 1995. Outside of advisory work, Kalendek is an independent insurance agent. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm emphasizes a fundamental, long-term investment approach and generally manages accounts on a discretionary basis using diversified portfolios.