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. in Glen Burnie, MD, holding a Series 66 designation and over 21 years of industry experience. He has been with StoneX Advisors since 2015 and also works with StoneX Securities. Outside of his advisory role, Wooden is president of Wooden Financial Group, Inc., providing insurance sales and service, and serves as head coach and president of the Baltimore Baseball Club. He is also a finance committee member at St. Philip Neri Church and a board member of the Anne Arundel County Sports Hall of Fame. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated clearing, custody, and lending capabilities as part of the StoneX Group.

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 four years of industry experience, currently serving as a financial advisor at Choreo, LLC. His prior roles include positions at BDO Wealth Advisors, Merrill, West Financial Services, and GHP Investment Advisors. He also has experience at the University of Maryland and Camp Ramah New England. Choreo serves a diverse client base ranging from individual investors to institutional clients, offering services including portfolio management, financial planning, and outsourced CIO consulting. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage investments through various vehicles such as model portfolios, separately managed accounts, and private funds.

Matthew Cheney is a CFP® professional with 17 years of industry experience. He is currently with Composition Wealth, LLC and previously worked at Connectus Wealth and Horan Capital Management. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and may incorporate options and third-party managers when appropriate.

Joshua Rivers is a CFP® professional at CW Advisors, LLC with 23 years of experience in the financial services industry. His prior roles include positions at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., and Lincoln Financial Advisors. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, financial planning, family office services, retirement plan advisory, and portfolio management.

Charles Sawyer Jr. is a financial advisor with CreativeOne Securities, LLC and holds Series 63 and Series 65 licenses. He has 38 years of industry experience, including prior roles at Broker Dealer Financial Services Corp. and CreativeOne Securities (formerly Client One Securities). Outside of his advisory work, he serves on the finance committee and board of directors of Bon Air Country Club and is co-founder and executive of Innovative Outcome Portfolios LLC, a firm focused on unit trust consulting. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm combines project-based financial planning with ongoing asset management, offering fiduciary retirement services and access to third-party managers alongside its proprietary 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.

Renee Lennon is a financial advisor with Mutual Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. Her prior roles include positions at Neuberger Berman, Fidelity Investments, and Triad Advisors. She serves as a board member of the Arts Council of Howard County, contributing to fundraising and strategic planning efforts. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm offers a blend of active and passive strategies and supports various external platforms and manager arrangements, serving approximately $8.5 billion in assets.

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.

Theodore Crites is a CFP® with one year of industry experience, currently serving as a financial advisor at Composition Wealth, LLC. His prior roles include positions at Miracle Mile Advisors, Caplan Financial Group, and Manring & Farrell, as well as experience outside finance with Silver Family Restaurants. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual stocks, and bonds, and manages approximately $6.7 billion in client assets.

Jennifer Winslow is a financial advisor with Harbor Investment Advisory, LLC, where she has worked since 2017. She holds the CFP® designation and Series 66 license and has 22 years of industry experience. Prior to Harbor, she worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Winslow serves as treasurer for the Society for Women in Investment Leadership and is president of the Ridge at Ruxton Homeowners Association. Harbor Investment Advisory, LLC provides investment advisory and brokerage services to individuals, families, family offices, retirement plans, charitable organizations, and business entities. The firm combines quantitative and qualitative analysis with manager due diligence and utilizes third-party technology and model services to implement and monitor portfolios across various programs.

Michael Morrill is a financial advisor at D.F. Dent and Company, Inc. in Baltimore, MD, with 28 years of industry experience. He holds a Series 63 designation and has worked at D.F. Dent since 2005, following a 17-year tenure at Foreside Fund Services, LLC. Morrill serves as a volunteer board member for the Baltimore Chesapeake Bay Outward Bound School. D.F. Dent and Company provides discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, institutional clients, and municipal entities. The firm employs disciplined portfolio construction across various equity and fixed-income strategies and manages a family of mutual funds while also serving as a sub-adviser and providing models for UMA/wrap programs.

Spencer Blair is a financial advisor at Greenspring Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has been with Greenspring Advisors since 2018, including during a period of unemployment from 2012 to 2018. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with a range of services including private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm uses fundamental, quantitative, and qualitative analysis, along with regular account reviews and due diligence, and offers a distinctive suite of retirement services through its (k)larity Plan™ and (k)larity @ Work™ platforms.

Matthew Jones is a CFP® professional with three years of industry experience, currently serving at Founders Financial Securities LLC. His prior experience includes roles at Janney Montgomery Scott LLC, T. Rowe Price, and Loyola University Maryland. He also holds a director position at Brooks Financial Group, Inc. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of 118 advisers managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms and services, including managed portfolios, third-party manager access, and specialized consulting such as 1031 exchange advice.

William Kelly is a CFP® with 26 years of industry experience, currently serving at United Capital Financial Advisors in Baltimore, MD. He has worked at United Capital since 2012, including during its affiliation with Girard Securities, Inc. and Cetera Advisor Networks LLC. He is also a co-trustee for a family trust. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs a discretionary, model-based investment approach and offers portfolio customization, access to third-party managers, and technology-driven client reporting.