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.

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 13 years of industry experience. He has been with Founders Financial Securities LLC and its affiliated entities since 2012. Outside of his advisory role, Murphy serves on the Board of Governors for the Building for God Community Foundation and participates on the investment committee at Calvert Hall College High School. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management services, financial planning, and retirement consulting through multiple advisory platforms and combines advisory, brokerage, and insurance capabilities within its enterprise model.

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 with Navy Federal Investment Services, LLC in Columbia, MD. She holds Series 63 and Series 66 licenses and has six years of industry experience. Her prior roles include positions at The Huntington Investment Company and Huntington National Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through a combination of advisory programs and brokerage channels, utilizing third-party portfolio managers accessed via the Envestnet platform.

Aiden Fein is an advisor at Apollon Wealth Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining Apollon, he worked at Piney Branch Golf Club and Clean Cuisine. Apollon Wealth Management is an SEC-registered firm serving individuals, families, businesses, charitable organizations, retirement plans, and pooled investment vehicles. The firm employs a mix of centrally managed and locally managed strategies, incorporating fundamental analysis, tactical allocations, ESG models, and tax management tools across approximately $11.6 billion in client assets.

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.

Peter Jenkins is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior experience includes roles at BDO Wealth Advisors, LLC and Biegel & Waller LLC. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Dwight Davenport is a financial advisor at Verdence Capital Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Greenport Capital Advisors, LLC for nine years. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis to manage portfolios through various investment vehicles and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

John Halleron is a CFP® professional with 30 years of industry experience, currently serving as an advisor at Harbor Investment Advisory, LLC since 2015. He holds Series 63 and Series 66 licenses and is based in Lutherville, MD. 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 combines quantitative and qualitative analysis to develop client-specific asset allocations and selects third-party portfolio managers, offering both discretionary and non-discretionary investment programs.

Bryan Dalesandro is a financial advisor at Verdence Capital Advisors, LLC with 15 years of industry experience. He holds the CFP® and ChFC® designations and serves as an adjunct professor at The American College of Financial Services. His prior work includes roles at RiversEdge Advisors, LLC and Concentus Wealth Advisors. Verdence Capital Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as businesses, pension plans, trusts, and independent advisers. The firm employs a multifaceted investment process and offers specialized services including family office support, sports and entertainment advisory, and OCIO sub-advisory solutions.

Bruce Betz is a financial advisor at NBC Securities, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NBC Securities since 2013. NBC Securities operates under Lanark Financial, Inc., which provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts, estates, businesses, and institutional clients. The firm employs multiple fee-based advisory programs and managed-account platforms, combining fundamental and technical analysis with discretionary and non-discretionary management options.

Edward Worthington is a financial advisor at Harbor Investment Advisory, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at United Bank for nine years. Worthington serves as an officer and treasurer of St. Thomas' Episcopal Church and holds multiple director roles in regional nonprofit and equestrian organizations, including the Maryland Million, Ltd. and the Maryland Steeplechase Association. 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 uses a combination of quantitative and qualitative analysis to tailor asset allocations and selects third-party portfolio managers through discretionary and non-discretionary programs.

Champe Andrews is a financial advisor at Harbor Investment Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Harbor 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 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.

Douglas Holthaus is a financial advisor with Harbor Investment Advisory, LLC, holding Series 63, 66, and 65 licenses and bringing 22 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously at Bank of America and Merrill from 2014 to 2018. Harbor Investment Advisory, LLC serves individuals, families, family offices, retirement plans, charitable organizations, and business entities with investment advisory and brokerage services. The firm combines quantitative and qualitative analysis with third-party technology to manage portfolios and offers both discretionary and non-discretionary programs.

Tyrin Tyson is a Series 65-licensed financial advisor at Fiduciary Financial Advisors with two years of industry experience. Prior to joining the firm, he held nursing positions including Vascular Access Nurse at Advanced PICC Specialist and Emergency Medical Transport nurse with Procare Ambulance Services. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and uses a variety of analytical approaches, offering services that include individual professional trustee roles and access to private alternative funds.

David Taylor is a financial advisor at NBC Securities, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NBC Securities since 2013. Lanark Financial, Inc. offers investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a broker-dealer, delivering advice through multiple fee-based advisory programs and employing a mix of fundamental and technical analysis in manager selection.