Spencer Reece is a financial advisor at Snowden Capital Advisors LLC in Baltimore, MD, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Merrill and Snowden Lane Partners. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering customized portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, utilizing a range of investment tools and third-party managers while maintaining overall client oversight.

Brian Zabora is a CFA® charterholder with 32 years of industry experience. He is currently with Founders Financial Securities LLC and has prior experience at Lincoln Financial Advisors and Hovde Group, LLC. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of IARs managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms, including managed portfolios and specialized services such as 1031 exchange consulting and co-advised private wealth solutions.

Francis Hebert is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has worked at Foundations Investment Advisors since 2017, with prior experience at Riversource Wealth Management and Summit Financial Services. He is also involved in providing fixed life insurance and annuity solutions through Summit Financial Services. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, and employs model portfolios with an asymmetric rebalancing strategy, offering a range of investment management and sub-advisory services through a large network of affiliated offices.

John Linsenmeyer is a financial advisor at Girard Advisory Services, LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, Foreside Fund Services, Wellesley Asset Management, Professional Funds Distributor, and PNC Capital Advisors. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm focuses on asset allocation, diversification, and customized portfolios through a proprietary research process and an Investment Committee, offering specialized strategies and affiliated professional services.

Jessie Willinghan is a financial advisor at Harbor Investment Advisory, LLC with five years of industry experience. She holds the Series 66 designation and has prior experience at T Rowe Price and various roles with Notre Dame of Maryland University and Sage Dining Services. Harbor Investment Advisory, LLC serves individuals, families, family offices, retirement plans, charitable organizations, and businesses by providing investment advisory and brokerage services. The firm combines quantitative and qualitative analysis with manager due diligence and employs third-party technology from Envestnet to manage portfolios across discretionary and non-discretionary programs.

Sean Reitenbach is a CFA® charterholder with eight years of industry experience. He is affiliated with Prosperity - An EisnerAmper Company and has held roles at DAI Securities, Triad Advisors, Stifel, and T Rowe Price. Reitenbach also serves as a senior investment analyst for The Prosperity Consulting Group. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management through third-party Independent Managers and model portfolios.

Emily Allison is a financial advisor at Harbor Investment Advisory, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2015 to 2017 before joining Harbor Investment Advisory in 2017. Harbor Investment Advisory, LLC serves individuals—including high-net-worth and ultra-high-net-worth clients—families, family offices, retirement plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, retirement-plan consulting, and brokerage services, utilizing a combination of quantitative and qualitative analysis along with third-party technology for portfolio implementation and monitoring.

Abraham Miller is a financial advisor at Verdence Capital Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Heritage Financial Consultants and the American Academy of Pediatric Dentistry. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm provides discretionary portfolio management and financial planning, utilizing fundamental, technical, and cyclical analysis across a range of investment vehicles while also offering specialized advisory services such as family office support and sports and entertainment advisory.

Martin Eader II is a financial advisor at Verdence Capital Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work history includes roles at StepStone Group, RBC Wealth Management, Campbell and Company, Montgomery County Public Schools, Signet Jewelers, and Gap. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts and estates, and independent advisers. The firm offers discretionary portfolio management and financial planning through specialized teams that provide family office services, sports and entertainment advisory, OCIO and sub-advisory solutions, as well as consulting engagements.

Beth Estabrook is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Founders Financial Securities since 2009 and operates Estabrook and Company, a registered DBA since 2008. Outside of her advisory roles, she owns Joyful EIS, LLC, which provides property and casualty insurance services. 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 variety of advisory platforms including managed portfolios, third-party manager access, financial planning, and specialized services such as 1031 exchange consulting.

Stephen Kelly is a financial advisor at Harbor Investment Advisory, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Harbor since 2012. Kelly serves on the Board of Directors for the Arbor Dog Foundation. 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 wrap-fee advisory programs. The firm employs a combination of quantitative and qualitative analysis to develop client-specific asset allocations and selects third-party portfolio managers through discretionary and non-discretionary programs.

Christopher Oxenham is a financial advisor with Verus Capital Partners, LLC, holding the ChFC® designation and Series 66 license, and has 19 years of industry experience. He has worked at Verus Capital Partners since 2011 and has prior experience with LPL Financial and Securities America, Inc. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios, incorporates tactical adjustments and selective hedging, and tailors allocations based on clients’ time horizons, risk tolerances, and tax considerations.

Arthur Boykin is a financial advisor at Harbor Investment Advisory, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Harbor since 2017, previously spending eight years at Morgan Stanley Smith Barney. 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, employing a combination of quantitative and qualitative analysis to create client-specific asset allocations and select third-party portfolio managers.

Peter Murphy IV is a CFA® charterholder with 14 years of experience in the financial industry. He has been with Founders Financial Securities LLC and Founders Financial, LLC since 2012. Outside of his advisory role, Murphy serves on the board of governors for the Building for God Community Foundation and is an investment committee member at Calvert Hall College High School. Founders Financial Securities offers investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients. The firm supports a wide range of advisory platforms and emphasizes IAR-driven portfolio management, niche offerings like 1031 exchange consulting, and a subscription-based retirement guidance service.

Justin Brown is a CFA® charterholder serving as a financial advisor at Greenspring Advisors, LLC with three years of industry experience. Prior to joining Greenspring Advisors, he worked at T. Rowe Price for four years and briefly at Legg Mason. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and retirement plans. The firm utilizes fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers both discretionary and non-discretionary portfolio management alongside comprehensive wealth planning and institutional retirement consulting.

Gary Mitchell is a financial advisor with Sage Financial Group Inc. in Baltimore, MD, holding three years of industry experience. He previously worked for D.F. Dent and Company, Inc. for 20 years before joining Sage Financial Group. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors with discretionary and non-discretionary investment management and financial planning. The firm’s investment approach emphasizes fundamental analysis and a long-term purchase orientation, complemented by family office services and a distinctive role advising affiliated private pooled real-estate funds.

Tilysha Gleason is a financial advisor at Navy Federal Investment Services, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Navy Federal entities since 2019, as well as previously with The Huntington Investment Company and Huntington National Bank. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs featuring third-party portfolio managers and provides digital automated ETF portfolios for clients preferring automated solutions.

Aiden Fein is a financial advisor at Apollon Wealth Management, LLC based in Owings Mills, MD. He holds a Series 65 designation and has been with Apollon since 2025. Prior to his advisory role, he worked at Piney Branch Golf Club and Clean Cuisine. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser with approximately $11.56 billion in client assets and a network of 145 advisors. The firm serves individuals, families, family offices, trusts, estates, businesses, retirement plans, and insurance company clients, offering a range of financial planning and portfolio management services that combine centrally managed strategies with locally managed portfolios.

David Woolford is a financial advisor with Snowden Capital Advisors LLC in Baltimore, MD, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has worked at Snowden Lane Partners since 2016. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm utilizes customized model portfolios and third-party manager selection, supporting a diverse range of investment tools and institutional capabilities.

Daniel Mong is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Greenspring Advisors, LLC since 2017, following a prior role at Silberstein Insurance Group and earlier experience at Bob Bell Chevrolet. Greenspring Advisors serves a diverse client base including 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 approach and offers a range of fiduciary and non-fiduciary retirement plan services.