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.

Jason Dye is a CFP® with 17 years of industry experience, currently affiliated with Greenspring Advisors, LLC. Prior to joining Greenspring Advisors, he spent nearly 11 years at McLean Asset Management Corporation. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm’s investment approach combines fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation, incorporating third-party managers and mutual fund selection as appropriate.

Lauren Rebbel is a CFP® with 24 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. She has worked previously with DAI Securities, LLC and Triad Advisors, Inc. Rebbel is also the owner and blogger of TheFemaleForce.com, where she writes career advice and basic money blogs targeted toward women. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in client assets with a focus on asset allocation and diversification, offering both discretionary and non-discretionary management often through third-party Independent Managers and model portfolios.

Andre Somerset is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and six years of industry experience. His prior experience includes roles at Bank of America, Merrill, CITIGROUP, Citibank, and Money One Federal Credit Union. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party subadvisers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Brandon Jew is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at Morgan Stanley, The Vanguard Group, Raymond James & Associates, and Wells Fargo. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and proprietary advisory platforms.

Kevin Cuff is a financial advisor at Verdence Capital Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at HighTower Advisors and Independent Access Partners, LLC. Outside of his advisory role, he coaches at Gorillaz Fitness in Forest Hill, MD. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations, offering discretionary portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to implement long- and short-term investment strategies across a variety of asset types.

Marcus Schafer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC since 2024. He previously worked at Dimensional Fund Advisors for nine years. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis and offers a range of fiduciary and non-fiduciary retirement plan services, including unique platforms such as The (k)larity Plan™ and (k)larity @ Work™.

Michael Burchell is a financial advisor with Independence Square Holdings, LLC in Baltimore, MD. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior experience includes roles at WPG Financial Group, United Planners' Financial Services of America, and CFG Capital Markets. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm uses a blend of fundamental, quantitative, technical, and modern portfolio theory approaches to construct customized and model-based portfolios, supported by digital platforms and access to third-party managers.

Kerry Ahern is a financial advisor with Verdence Capital Advisors, LLC, holding Series 63 and Series 66 designations and 21 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, Fidelity Investments, and Janney Montgomery Scott LLC. Verdence Capital Advisors serves a diverse client base 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 services such as family office support and tailored advice for professional athletes and entertainers.

Travis Drown is a financial advisor at Vicus Capital, Inc. with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Cetera Wealth Services, LLC and Drown Financial Services. He serves as treasurer on the board of Mosaic Christian Church, overseeing the church’s finances. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis, offering a range of strategies and fiduciary services, including retirement-plan consulting and access to third-party money managers.