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.

Gregory Kuta is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Capitol Securities Management since 2010 and was previously involved with the High Voltage Band from 2017 to 2021. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, financial planning, pension consulting, and insurance products. The firm manages assets through various programs and employs a network of investment adviser representatives who develop client-specific investment policies using a range of investment instruments.

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.

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.

Steven Prumo is a financial advisor with Advisory Services Network, holding Series 63, 65, and 66 licenses and 23 years of industry experience. His prior roles include positions at Morgan Stanley and Merrill. Outside of advising, he operates a sole proprietorship related to real estate in Towson, Maryland. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm provides a range of portfolio management and consulting services, utilizing various securities and third-party managers to develop client strategies.

Gilbert Kuta is a financial advisor with Aegis Capital Corp. in Timonium, MD, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining Aegis in 2020, he worked at Capitol Securities for 11 years. He serves on the board and executive committee of the Casey Cares Foundation, which provides programs for critically ill children and their families. Aegis Capital Corp. offers investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm provides both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

John Kalendek is a financial advisor with Chelsea Advisory Services, Inc. and holds Series 63 and Series 65 licenses. He has 35 years of industry experience, including over 30 years leading Kalendek Financial Group and seven years with Chelsea Financial Services. Outside of advisory work, he is an independent insurance agent involved in the sale of fixed insurance products. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients, with a focus on long-term, fundamental investment strategies and diversified portfolios. The firm integrates advisory services with an affiliated broker-dealer and custody platform, managing potential conflicts through disclosure and oversight.

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.

Robert Wooden is a financial advisor with StoneX Advisors Inc. based in Glen Burnie, MD, holding a Series 66 designation and bringing 22 years of industry experience. His professional background includes roles at StoneX Securities Inc., Wrp Investments, Inc., and Guardian Life. Outside of his advisory work, Wooden serves as president of Wooden Financial Group, Inc., focusing on insurance sales and service, and holds leadership and volunteer roles in local sports and community organizations, including serving as head coach and president of the Baltimore Baseball Club and as a board member of the Anne Arundel County Sports Hall of Fame. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a range of advisor-managed portfolios, proprietary models, and third-party managers across multiple platforms, offering clients customizable investment solutions with periodic reviews and due diligence.

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.

Steven Hannigan is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at Waverly Advisors, LLC and previously worked for nine years at Grant/GrossMendelsohn, LLC. 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-markets allocations and offers a range of financial planning and retirement consulting services.

Eli Lerner is a CFP® with five years of experience in the financial services industry. He currently works at Choreo, LLC and previously held roles at BDO Wealth Advisors, Merrill, and West Financial Services. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, institutional clients, and retirement plan sponsors. The firm employs a quantitative, research-driven investment process that incorporates strategic asset allocation and manager due diligence, offering a range of portfolio management and consulting services.

Joshua Rivers is a Certified Financial Planner (CFP®) with 24 years of industry experience. He is currently with CW Advisors, LLC and has held prior roles at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., and Osaic FA, Inc., among others. 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 pension plans, employing a Core-and-Satellite investment approach that integrates active, passive, quantitative, and ESG strategies across various asset classes.

Charles Sawyer Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2016 and previously worked at Investment Advisors Corp. Sawyer is a co-founder and executive of Innovative Outcome Portfolios LLC, a consulting firm focused on the creation of unit trusts, and serves on the finance committee and board of directors of Bon Air Country Club. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, utilizing fundamental and cyclical security analysis alongside model asset allocations through its proprietary CreativeOne Wealth platform.

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.

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.

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.

Melanie Denk is a Series 65-licensed advisor at Prosperity - An EisnerAmper Company with five years of industry experience. She has worked at The Prosperity Consulting Group, LLC since 2017 and has also served as Director of Operations at Access Title Company, LLC since 2002. At Access Title Company, she oversees document preparation, closing processes, and compliance requirements. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with about 63 advisors managing roughly $5 billion in assets, emphasizing asset allocation and diversification and utilizing third-party managers and technology platforms.