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.

Thomas Sawyer is a financial advisor with CreativeOne Securities, LLC, holding Series 65 and Series 63 designations and one year of industry experience. He also serves as Director of Client Service at Sawyer Wealth Management, a role he has held since 2016. 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, consulting, discretionary and non-discretionary portfolio management, and fiduciary retirement plan services, combining project-based planning with ongoing asset management through its proprietary platform and external manager referrals.

Frank Cappadora Jr. is a financial advisor at Apollon Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at CIC Wealth, Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Harvest Investment Consultants. In addition to his advisory role, he has been a managing partner at CIC Wealth and serves as president of Mega Capp Inc., a tax entity related to his advisory business. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in client assets through a network of 145 advisors. The firm serves individuals, high-net-worth families, family offices, and other institutional clients, offering a range of advisory services supported by centrally managed strategies and locally managed portfolios, with a focus on fundamental analysis, ESG models, tax management, and technology including generative AI.

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 and Baltimore Life. He is also licensed as an insurance agent, specializing in life, health, and annuities products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm leverages third-party money manager relationships and a platform with Envestnet to deliver managed solutions.

Philip Lazzari is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Snowden Lane Partners since 2014 and is also involved with Simply Soccer Plus, a venture he has been associated with for over 30 years. Additionally, he owns HWA Inc., a business focused on making introductions to a voluntary benefits company. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and a range of advisory programs, utilizing multi-team resources and institutional capabilities to manage a diverse array of assets and client needs.

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 financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and 38 years of industry experience. He has worked at Founders Financial Securities since 2006 and currently leads Lim Financial Group as CEO and President. Outside of finance, Lim is a co-owner and instructor at U.S. Jow Ga Martial Arts and serves as one of five council members of the American Jow Ga Kung Fu Athletic Association. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporations, managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and customizes investment strategies through its network of independent investment adviser representatives.

Michael Little Jr. is a CFP® with 22 years of industry experience. He has worked at Waverly Advisors, LLC since 2025 and was previously with Grant/GrossMendelsohn, LLC for 14 years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management.

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 36 years of industry experience. He has been with D.F. Dent and Company, Inc. since 1976. D.F. Dent and Company provides discretionary investment management and financial planning to a diverse range of individual and institutional clients. The firm employs a disciplined portfolio construction approach across equity and fixed-income strategies, managing mutual funds and serving various client types, including registered investment companies, municipal entities, and wrap/UMA programs.

Tyler Miles is a CFP® professional with 10 years of experience in financial advising. He is currently with Wedmont Private Capital and has also worked at Triad Advisors, Keeney Financial Group, and several other firms throughout his career. Wedmont Private Capital provides ongoing financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm primarily employs a passive investment approach based on modern portfolio theory, using diversified portfolios of low-cost index funds alongside selective use of outside managers and specialized strategies for qualified clients.

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.