Craig Hebert is a financial advisor at Foundations Investment Advisors LLC with eight years of industry experience. He holds a Series 65 credential and has been with Foundations Investment Advisors since 2017. He also serves as a college funding advisor through his separate venture, College Craig, where he designs education and funding strategies for college-bound families. Additionally, he is involved in estate planning and private lending activities. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients, including individuals, trusts, estates, and registered investment companies. The firm provides portfolio management, financial planning, retirement plan support, and sub-advisory services through a network of nearly 300 investment adviser representatives.

Janet Marquardt is a financial advisor at Harbor Investment Advisory, LLC with 33 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Harbor in 2017, she worked at Raymond James Financial Services Advisors, Inc. and Retirement & Investment Group, LLC. Harbor Investment Advisory serves individual and high-net-worth clients, family offices, retirement plans, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. 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 advisory programs.

Lisa Edwards is a CFP®, CFA®, and holds a Series 65 license with five years of industry experience. She is currently an advisor at Choreo, LLC, where she has worked since 2026. Prior to joining Choreo, she was with WMS Partners, LLC for six years and spent fourteen years at Farmer Mac. 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 emphasizes strategic asset allocation and diversified model portfolios, implementing client portfolios through various managed accounts and funds, with oversight by a centralized Investment Committee.

Jay Estabrook is a financial advisor at Founders Financial Securities LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Founders Financial Securities since 2007. In addition to his advisory role, Estabrook is the CEO of Estabrook and Company, a CPA firm specializing in tax and accounting services, and serves as a church director and pastor at Grace Words Bible Church. 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 range of advisory platforms, including managed portfolios, retirement guidance services, and specialized consulting such as 1031 exchanges.

Gayle Dilla is a financial advisor at NBC Securities, Inc. with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at NBC Securities since 2017, following four years at UBS Financial Services. Outside of her advisory work, she provides bookkeeping and administrative support for family and construction-related businesses. Her firm, Lanark Financial, Inc., offers investment advisory services, financial planning, and portfolio management to a diverse clientele including individuals, trusts, businesses, and institutional clients. Lanark operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, employing multiple fee-based advisory programs and managed-account platforms with a blend of fundamental and technical analysis.

Gregory Paranzino is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Harbor Investment Advisory, LLC since 2011. He holds Series 63 and Series 65 licenses. 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 combination of quantitative and qualitative analysis, manager due diligence, and third-party technology to manage portfolios across various discretionary and non-discretionary programs.

Charles Imhoff III is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding the PFS™ designation and Series 63 license, with 22 years of industry experience. He has worked at Chesapeake Financial Management since 2002. Outside of advising, he is involved with a tax preparation and accounting firm and participates as co-trustee of a family trust. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of asset-allocation models, mutual funds, ETFs, equities, fixed income, and options.

Brian Sabo is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Verdence Capital Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Inc. and Hightower Advisors, LLC. He is also a partner in an investment partnership, Hunt Valley Partners, 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, offering portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to guide investment decisions and provides specialized services through distinct teams focused on family office needs, sports and entertainment clients, and sub-advisory consulting.

Amir Dreams is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He has worked at Greenspring Advisors, LLC since 2023 and previously held roles at The Kelly Group and Towson University. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm combines fundamental, quantitative, and qualitative analysis with rigorous due diligence and provides a range of fiduciary and non-fiduciary retirement plan services, including the notable (k)larity Plan™ pooled employer plan and (k)larity @ Work™ platform.

Norman Hostetler is a financial advisor with Integrity Alliance, LLC, holding the CFP® and ChFC® designations and over 40 years of industry experience. His prior roles include positions at Lion Street Financial, LLC and Csenge Advisory Group LLC, and he has operated his own firm, Hostetler & Church, LLC, since 1980. Outside of financial advising, he manages farming operations with family members and owns a counseling practice. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing a variety of portfolio management approaches and custodial platforms.

Donald Hoffman is a financial advisor with Prosperity - An EisnerAmper Company based in Owings Mills, MD, holding a Series 66 designation and bringing 24 years of industry experience. His career includes roles at DAI Securities, LLC, EisnerAmper LLP, Triad Advisors Inc, and his own firm, The Prosperity Consulting Group, LLC, where he continues to serve clients. In addition to his advisory work, Hoffman is a member of Topstage LLC, a business involved in pizza and soda sales. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in assets across a multi-team structure of 63 advisors and emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support client account management.

Charles Reichelt Jr. is a financial advisor at Founders Financial Securities LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at John Hancock Distributors LLC and John Hancock for 18 years. He also consults for Dialectica outside of his investment advisory role. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a broad network of registered investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and utilizes a variety of investment approaches implemented across multiple program platforms.

Patrick Sweeney is a financial advisor at Greenspring Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has been with Greenspring Advisors since 2020. Prior to his advisory role, he worked at Columbia Gym for ten years. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm combines fundamental, quantitative, and qualitative analysis with rigorous due diligence and provides a range of fiduciary and non-fiduciary retirement plan services, including the (k)larity Plan™ pooled employer plan and (k)larity @ Work™ platform.

Connor Seifert is a financial advisor at McAdam LLC with a Series 65 designation and three years of industry experience. He previously worked at New York Life from 2019 to 2021 and has been with McAdam LLC since 2021, including roles at Cornerstone Capital Planning Group and RetireUS. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across mutual funds, ETFs, independent managers, and individual securities, offering both traditional and alternative investment strategies tailored to client objectives.

Ryan Wibberley is a financial advisor at Apollon Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, CIC Wealth, LLC, and Commonwealth Equity Services, Inc. Outside of his advisory role, he serves as a Reserve Officer with the Metropolitan Police Department in Washington, DC. Apollon Wealth Management provides comprehensive advisory services to a diverse client base, including individuals, families, businesses, and charitable organizations. The firm combines centrally managed strategy mandates with local portfolio decision-making, employing both fundamental and tactical investment approaches alongside tax-aware tools and independent sub-managers.

Kurt Wiegert is a CFP® with 27 years of experience in the financial services industry. He is currently affiliated with Merit Financial Advisors and has held prior roles at Purshe Kaplan Sterling Investments and Kestra Advisory. Wiegert is the owner of Towson Wealth Management, where he serves as a financial planner, and he also holds the position of treasurer for the Council of Unit Owners of Fairmount Green Condominium, Inc. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified investment portfolios through centrally managed models and offers a range of wealth management services including financial planning, retirement plan advice, and employee financial-wellness programs.

Thomas Sawyer is a financial advisor at CreativeOne Securities, LLC with one year of experience in the industry. He also serves as Director of Client Service at Sawyer Wealth Management, where he has worked for ten years. Prior to his advisory roles, he was employed at Heritage Honda of Westminster for three years. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Frank Cappadora Jr. is a financial advisor at Apollon Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CIC Wealth, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Outside of his advisory role, he serves as managing partner at CIC Wealth and is president of Mega Capp Inc., a tax-related entity associated with his investment advisory business. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services and employs a combination of fundamental and tactical investment approaches, supported by a platform structure that integrates local portfolio oversight with centralized strategy management.

Douglas Watts is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Baltimore Life prior to joining Mutual of Omaha in 2018. He is also licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services through a network of Investment Advisor Representatives.

Jeffrey Simet is a financial advisor at Verdence Capital Advisors, LLC with two years of industry experience. He holds a Series 66 credential and has previously worked at T. Rowe Price and Hyland Advisors LLC. Outside of his advisory role, he has worked in food service as a server and cashier. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm employs a multi-disciplinary investment process combining fundamental, technical, and cyclical analysis, offering discretionary portfolio management, financial planning, and specialized advisory services.