Gregory Hobson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC since 2017. He previously worked at RBC Capital Markets Corporation from 2009 to 2017. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm utilizes a combination of fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers services including portfolio management, comprehensive wealth planning, and institutional retirement plan consulting.

Edward Hurlock Jr. is a CFA® charterholder with 35 years of industry experience. He has served at Sowell Management since 2022 and previously worked for Nesher Wealth, United Income, Inc., and Calvert Investment Counsel, where he spent 30 years. Outside of his advisory role, he is President and Chairman of the Board of Trustees for St. Mary's Roland View Towers, Inc., a low-income senior housing organization. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management and financial planning services. The firm employs multiple management styles and offers a range of investment solutions, including model portfolios developed with Goldman Sachs and sub-advisory relationships with firms like Affinity and Rayliant.

Michael Enwezor is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Charles Schwab, T Rowe Price, Wells Fargo, and Bank of America. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing both traditional and non-traditional delivery methods across multiple advisory platforms.

Paul Fox is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Harbor Investment Advisory, LLC since 2017. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. He is a board and investment committee member of the Society of Loyola Old Boys, supporting the Loyola University rugby program. Harbor Investment Advisory serves individual and high-net-worth clients, family offices, retirement plans, charitable organizations, and business entities. The firm provides portfolio management, financial planning, retirement plan consulting, and wrap-fee advisory programs, utilizing a combination of quantitative and qualitative analysis to tailor client-specific asset allocations and select third-party portfolio managers.

Lisa Howard is a financial advisor with Harbor Investment Advisory, LLC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with Harbor Investment Advisory since 2011. 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 various wrap-fee advisory programs. 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 programs.

Theodore Zamerski Jr. is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked with La Salle St. Securities, Inc. for 28 years. In addition to his advisory role, Zamerski operates a sole proprietorship providing tax and accounting services as a Certified Public Accountant. Lasalle St. Investment Advisors offers personalized fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses, utilizing both discretionary and non-discretionary management approaches.

Jonathan Saklad is a financial advisor with Verdence Capital Advisors, LLC and holds the Series 65 designation. He has been with Verdence since 2024 and has prior experience working in academic and hospitality settings. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm employs a combined fundamental, technical, and cyclical investment approach across various portfolio vehicles and offers specialized services including family office support and sports and entertainment advisory.

Peter Marchineck is a financial advisor at Harbor Investment Advisory, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Primary Residential Mortgage and Towson University. 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, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to tailor asset allocations and select third-party portfolio managers, offering a range of discretionary and non-discretionary investment programs.

Andrew Griglock is a financial advisor at Arkadios Wealth Advisors with two years of industry experience. Prior to his current role, he worked for nearly three decades with Harford County Public Schools. Outside of finance, he is a freelance musician who performs regularly in clubs and venues across Maryland and nearby states. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans delivered through various portfolio management programs, combining fundamental, technical, and cyclical investment analysis.

Robert Black III is a financial advisor with Harbor Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Harbor Investment Advisory since 2010. Outside of his advisory role, he serves as a director of the Rollins-Luetkemeyer Foundation, where he participates in grant determinations and other administrative functions. Harbor Investment Advisory serves individual and high-net-worth clients, family offices, retirement plans, charitable organizations, and business entities. The firm provides portfolio management, financial planning, retirement plan consulting, and various wrap-fee advisory programs, combining quantitative and qualitative analysis to develop client-specific asset allocations and select third-party portfolio managers.

Jennifer Winslow is a financial advisor with Harbor Investment Advisory, LLC, where she has worked since 2017. She holds the CFP® designation and Series 66 license and has 22 years of industry experience. Prior to Harbor, she worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Winslow serves as treasurer for the Society for Women in Investment Leadership and is president of the Ridge at Ruxton Homeowners Association. Harbor Investment Advisory, LLC provides investment advisory and brokerage services to individuals, families, family offices, retirement plans, charitable organizations, and business entities. The firm combines quantitative and qualitative analysis with manager due diligence and utilizes third-party technology and model services to implement and monitor portfolios across various programs.

Gregory Hart is a financial advisor at Founders Financial Securities LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Founders Financial Securities since 2006, following a 23-year tenure at Janbar, L.L.C. Hart is also involved with DHT Financial Group, an investment advisory business. Founders Financial Securities serves a diverse client base including individual and 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 both traditional and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

Michael Morrill is a financial advisor at D.F. Dent and Company, Inc. in Baltimore, MD, with 28 years of industry experience. He holds a Series 63 designation and has worked at D.F. Dent since 2005, following a 17-year tenure at Foreside Fund Services, LLC. Morrill serves as a volunteer board member for the Baltimore Chesapeake Bay Outward Bound School. D.F. Dent and Company provides discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, institutional clients, and municipal entities. The firm employs disciplined portfolio construction across various equity and fixed-income strategies and manages a family of mutual funds while also serving as a sub-adviser and providing models for UMA/wrap programs.

Spencer Blair is a financial advisor at Greenspring Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has been with Greenspring Advisors since 2018, including during a period of unemployment from 2012 to 2018. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with a range of services including private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm uses fundamental, quantitative, and qualitative analysis, along with regular account reviews and due diligence, and offers a distinctive suite of retirement services through its (k)larity Plan™ and (k)larity @ Work™ platforms.

Matthew Jones is a CFP® professional with three years of industry experience, currently serving at Founders Financial Securities LLC. His prior experience includes roles at Janney Montgomery Scott LLC, T. Rowe Price, and Loyola University Maryland. He also holds a director position at Brooks Financial Group, Inc. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of 118 advisers managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms and services, including managed portfolios, third-party manager access, and specialized consulting such as 1031 exchange advice.

William Kelly is a CFP® with 26 years of industry experience, currently serving at United Capital Financial Advisors in Baltimore, MD. He has worked at United Capital since 2012, including during its affiliation with Girard Securities, Inc. and Cetera Advisor Networks LLC. He is also a co-trustee for a family trust. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs a discretionary, model-based investment approach and offers portfolio customization, access to third-party managers, and technology-driven client reporting.

Lauren Krieger is a CFA® charterholder and investment advisor with 14 years at 1919 Investment Counsel, LLC in Baltimore, MD. She has 10 years of industry experience. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm constructs customized portfolios emphasizing mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and technology, and maintains operational relationships with Stifel Financial Corp. affiliates.

Kirk Rogers is a financial advisor with Portfolio Medics, LLC, holding a Series 65 designation and three years of industry experience. He has worked at several firms, including KSR Wealth Management and Nautica Asset Management LLC. Outside of advising, he is an independent insurance agent and an insurance instructor, providing education to agents through Enterprise Insurance Training Inc. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering investment management, financial planning, and consulting services with a blend of strategic and tactical approaches.

Edwin Reynolds Jr. is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has worked with Lombard Advisers and its affiliated entities since the early 1990s. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary management strategies, utilizing a range of analytical approaches and offering access to various wrap and separately managed program options.

Matthew Moore is a financial advisor with Verdence Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Verdence since 2017 and previously held positions at Hightower Securities, LLC and Hightower Advisors from 2013 to 2017. Outside of his advisory role, Moore is a partner in an investment partnership, Hunt Valley Partners, which he is involved with for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.