Levene Le Blanc Mc Lean is a Series 66 licensed advisor at Lifeworks Advisors, LLC with six years of industry experience. His prior roles include positions at Signature Estate & Investment Advisors LLC and Morgan Stanley. He has also been involved with Polish Your Business, LLC. Lifeworks Advisors serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management. The firm employs both planning-based and risk-based investment approaches, combining quantitative and fundamental analysis with a range of model strategies, and integrates tax and accounting services through affiliated entities.

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.

David Kauffman is a CFP® professional with 26 years of industry experience, currently serving at CW Advisors, LLC. His prior experience includes roles at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., Ferris, Baker Watts, LLC, Morgan Stanley Dw Inc., and Capital Investment Advisors. He is a partner at Waypoint Consulting Group, a non-investment related business. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving a diverse client base including high-net-worth individuals, families, trusts, and institutional clients. The firm employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Thomas O'Neil Jr. is a CFA® charterholder with 36 years of industry experience. He has been with D.F. Dent and Company, Inc. in Baltimore, MD since 1985. D.F. Dent and Company provides discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable institutions, and municipal entities. The firm employs a disciplined portfolio construction process across equity and fixed-income strategies and manages a family of mutual funds while serving other advisors and wrap/UMA programs.

Katrina Kunkler is a financial advisor with Harbor Investment Advisory, LLC, holding a Series 66 designation and five years of industry experience. She has been with Harbor Investment Advisory since 2013. Outside of her advisory role, she serves as Treasurer and an Executive Board Member for the Catholic Evidence League, volunteering approximately five hours per month. Harbor Investment Advisory serves individual and high-net-worth clients, family offices, retirement plans, charitable organizations, and business entities, providing portfolio management, financial planning, retirement plan consulting, and wrap-fee advisory programs. The firm combines quantitative and qualitative analysis to create tailored asset allocations and select third-party portfolio managers, offering both discretionary and non-discretionary investment programs.

Eric Holmes is a financial advisor at Signature Equity Partners, LLC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Signature Equity Partners since 2026. Previously, he was with VALIC Financial Advisors for 18 years and AGIA for four years. Holmes is also appointed as an agent to sell non-securities insurance products. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a multi-team approach with 34 advisors and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement consulting services.

Jacob Carson is a financial advisor at Greenspring Advisors, LLC in Towson, MD, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Towson University’s University Union and Stratosphere Social. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering a range of services including private money management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and provides both fiduciary and non-fiduciary retirement plan services.

Jonathan Osmun is a financial advisor at Harbor Investment Advisory, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at the University of Delaware and Harborfields High School. 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 combined quantitative and qualitative investment process supported by third-party technology and manager due diligence to manage portfolios across various programs.

Aimee Eudy is a financial advisor at 1919 Investment Counsel, LLC with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has been with 1919 Investment Counsel since 2003. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients. The firm focuses on customized portfolios emphasizing liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, including AI and machine-learning inputs.

Jane Maccubbin is a financial advisor at Founders Financial Securities LLC with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley and T. Rowe Price Investment Services. Outside of finance, she operates Jane Mack Photography and serves as an accountant on the Board of Governors for the Building for God Community Foundation. Founders Financial Securities serves a broad range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, retirement consulting, and brokerage and insurance services. The firm utilizes various investment programs and non-traditional delivery methods, including a subscription-based retirement education service and co-advised Private Wealth Solutions for affluent households.

Christopher Di Pietro is a CFP® professional with eight years of industry experience. He has worked at Founders Financial Securities LLC since 2017 and is also associated with Brooks Financial Group LLC, where he serves as Director of Planning. Founders Financial Securities LLC provides investment advisory services to individual, retirement plan, trust, and corporate clients through a network of advisors managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms and emphasizes niche services such as 1031 exchange consulting and co-advised private wealth portfolios.

Christopher Imbach is a financial advisor with Founders Financial Securities LLC, holding the ChFC® designation and Series 63 license, and has 35 years of industry experience. He has been with Founders Financial Securities since 2006 and has a longstanding association with Noble Financial since 1999. Outside of his advisory work, Imbach serves as a volunteer firefighter and bingo operations treasurer at the Pikesville Volunteer Fire Department. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting through various programs that integrate mutual funds, ETFs, model allocations, and sub-advised strategies.

Carl Noble is a CFA® charterholder with six years of industry experience. He is currently with CW Advisors, LLC and previously worked at Congress Wealth Management LLC and Pinnacle Advisory Group. 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, estates, charitable organizations, and institutional investors, employing a Core-and-Satellite investment approach that incorporates active, passive, strategic, quantitative, and ESG strategies across global asset classes.

Maxton Herbkersman is a CFP® with three years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC. Prior to joining Greenspring, he held roles at PepsiCo and the University of Maryland. Outside of his advisory work, he has experience as a bartender. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm employs a combination of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation and offers both discretionary and non-discretionary portfolio management.

Ryan Baldwin is a CFP® with eight years of industry experience. He currently works at Waverly Advisors, LLC and previously held positions at Grant Gross Mendelsohn, Jackson Hewitt Tax Services, Robert Morris University, and Eggcellence, LTD. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations and offers a range of services including financial planning and multi-family office solutions.

Robert Elliott is a financial advisor with RiverFront Investment Group, LLC in Baltimore, MD. He holds a Series 66 designation and has eight years of industry experience, including roles at ALPS Distributors and Lyft. RiverFront Investment Group provides investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations, utilizing a blend of Price Matters® valuation with tactical asset allocation and security selection across multiple asset classes. The firm delivers its strategies through separately managed accounts, unified managed accounts, and model portfolios, incorporating use of ETFs, options, and tax-management overlays in custom solutions.

Jacob Linden is a financial advisor at Greenspring Advisors, LLC in Towson, MD, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at T Rowe Price and diverse positions outside finance such as at Whiting Turner Contracting Company and Colorado College. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and retirement plans. The firm uses a combination of fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers services including portfolio management, wealth planning, and institutional retirement plan consulting.

Byron Moore is a financial advisor with Realta Investment Advisors, Inc in Columbia, MD, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior experience includes positions at Capital One Investing, LLC from 2015 to 2018. He is also the CEO of Sovereign Wealth Management, a fee-based investment advisory and financial planning firm. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning for individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice through advisor interviews and employs diversified strategies including mutual funds, ETFs, equities, fixed income, and alternative investments.

Validmir Kats is a financial advisor at Fiduciary Financial Advisors in Baltimore, MD, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Freedom Calls, LLC, Five Doors, Legacy, and ER4RE, LLC. Kats serves on the advisory board of Alchemy of Money and works as a business consultant in private practice. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO services, with an investment process that integrates strategic asset allocation and multiple analytical approaches.