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.

Mark Timmick is a financial advisor at Founders Financial Securities LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Timmick Financial Group, LLC since 2013. Outside of his advisory work, he is involved as a music DJ with Black Tie Entertainment and owns an investment newsletter called A Need to Know. 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, retirement consulting, and combines advisory, broker-dealer, and insurance services through various investment programs and third-party partnerships.

Lauren Krieger is a CFA® charterholder and investment advisor with 14 years at 1919 Investment Counsel, LLC in Baltimore, MD. She has 10 years of industry experience. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm constructs customized portfolios emphasizing mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and technology, and maintains operational relationships with Stifel Financial Corp. affiliates.

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.

Matthew Moore is a financial advisor with Verdence Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Verdence since 2017 and previously held positions at Hightower Securities, LLC and Hightower Advisors from 2013 to 2017. Outside of his advisory role, Moore is a partner in an investment partnership, Hunt Valley Partners, which he is involved with for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Thomas O'Neil Jr. is a CFA® charterholder with 35 years of industry experience. He has been with D.F. Dent and Company, Inc. since 1985. D.F. Dent and Company provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as a range of institutional clients. The firm manages approximately $8.6 billion in assets and offers growth-oriented equity strategies across market capitalizations, alongside fixed-income management, serving both traditional and less common client types such as Unified Managed Account programs and registered investment companies.

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.

Jason Edelson is a financial advisor at Verdence Capital Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at Verdence since 2017, following prior roles at Hightower Advisors and HighTower Securities, LLC. Verdence Capital Advisors serves individual and institutional clients—including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations—providing discretionary portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to guide investment decisions across multiple asset types and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Eric Holmes is a financial advisor at Signature Equity Partners, LLC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with VALIC Financial Advisors and AGIA. Holmes is also appointed as an agent to sell non-securities insurance products. Signature Equity Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through a network of independent advisory affiliates, utilizing model-based investment solutions and both discretionary and non-discretionary account structures.

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 with 13 years of industry experience, currently at 1919 Investment Counsel, LLC, where she has been since 2003. She holds Series 63 and Series 65 licenses. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, including AI and machine-learning inputs.

Steven Aquino is a financial advisor with Founders Financial Securities LLC and holds a Series 66 designation. He has 23 years of industry experience, including his current role at Founders Financial Securities since 2009 and operating Aquino Financial Group since 1998. In addition to his advisory work, he serves on the boards of the Boys and Girls Clubs of Westminster and the Carroll Community College Foundation, where he is board president, and participates in his local church finance committee. Founders Financial Securities serves a broad range of clients, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, retirement consulting, and affiliated brokerage and insurance services. The firm utilizes multiple advisory platforms and combines advisory, broker-dealer, and insurance capabilities within its enterprise model.

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.