Jaewon Lee is a CFP® with 10 years of industry experience, currently serving as a financial advisor at SC&H Wealth since 2015. He also provides tax planning and accounting services, including the preparation and filing of individual and investment partnership tax returns. Outside of his advisory work, Lee is an independent distributor of Amway products and serves as a volunteer member of the MACPA Personal Financial Planning Committee. SC&H Wealth is a multi-team registered investment adviser managing approximately $1.23 billion in assets, serving individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses a planning-driven, team-based approach integrating tax and estate considerations, with portfolios primarily constructed of mutual funds and ETFs and reviewed at least annually.

Ryan Frank is a financial advisor at SC&H Wealth with 15 years of industry experience. He holds a Series 66 credential and has worked at Triad Advisors, Inc. and SC&H Financial Advisors. Frank is also a principal of SC&H Group, the parent company of SC&H Financial Advisors, where he manages and coordinates business activities. SC&H Wealth is a multi-team registered investment adviser with around 20 advisors and $1.23 billion in assets under management. The firm serves individuals, trusts, estates, retirement plans, small businesses, and charitable organizations using a team-based, planning-driven approach that integrates tax and estate considerations into portfolio construction and monitoring.

Tyler Kang is a financial advisor at The Marshall Financial Group LLC with Series 66 and Series 63 registrations and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling, Bank of America, Merrill, and JPMorgan. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, investment analysis, and planning services through fee-based asset management. The firm uses third-party software and asset-allocation models to design individualized portfolios and offers both discretionary and non-discretionary management.

John Armstrong is a CFP® professional with 16 years of industry experience, currently serving at The Marshall Financial Group LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Pacer Financial, T. Rowe Price, and Campbell & Company. He is dually registered with Purshe Kaplan Sterling as a broker-dealer. The Marshall Financial Group LLC is a team-based registered investment adviser managing approximately $593 million in assets for individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm builds individualized portfolios using mutual funds, ETFs, and managed stock sleeves, employing asset-allocation models and third-party software to guide investment selection and risk management.

Angus Burton is a financial advisor with Marathon Capital Management in Hunt Valley, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Marathon Capital Management since 2006 and previously worked at RBC Dain Rauscher beginning in 2002. Marathon Capital Management provides discretionary portfolio management and integrated financial planning to high-net-worth individuals, trusts, estates, and charitable organizations. The firm follows a long-term, buy-and-hold investment approach based on growth at a reasonable price (GARP) principles and manages client accounts on a discretionary basis with an explicit fiduciary stance on retirement rollovers.

Roger Bair III is a CFP® professional with 27 years of industry experience, currently serving at Financial Consulate since 2008. He holds Series 63 and Series 65 licenses and works from Westminster, MD. Financial Consulate serves individuals, including high-net-worth clients, retirement plan sponsors and participants, and institutional clients with comprehensive financial planning, investment management, and retirement plan consulting. The firm integrates tax and accounting services with its advisory offerings and follows a proprietary “Risk Opportunity Investing” approach that combines active tactical asset allocation with fundamental and macroeconomic analysis.

Ricky Rubin is a CFA® charterholder with 10 years of industry experience. He has worked at Tufton Capital Management from 2016 to 2025 and has been with Mercer Global Advisors Inc. since 2025. Tufton Capital Management is a fee-only, discretionary investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented investment approach focused on large U.S. companies and constructs portfolios across money market instruments, fixed income, and equities with low turnover.

Peter Mcgratty is a CFA® charterholder with over a decade of experience in the financial industry. He has worked at Pinnacle Advisor Solutions, Congress Wealth Advisor Solutions, and Precursor Asset Management before joining Verdence Capital Advisors, 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. The firm employs a blend of fundamental, technical, and cyclical analysis in its investment decisions and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Leo Kelly is a financial advisor with Verdence Capital Advisors, LLC, holding a Series 66 designation and 28 years of industry experience. He has worked at Verdence since 2017 and concurrently at Independent Access Partners since 2019. Outside of his advisory role, he serves as a board member and shareholder of Devils River Holdings LLC, a holding company for a whiskey distillery. 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 offers discretionary portfolio management, financial planning, and consulting through specialized teams and employs a mix of fundamental, technical, and cyclical analysis to guide investment decisions.

Brian Grumbach is a CFP® professional with 28 years of industry experience. He has been with Verdence Capital Advisors, LLC since 2017 and previously worked at Hightower Securities, LLC and Hightower Advisors, LLC from 2012 to 2017. He is also a partner in Hunt Valley Partners, an investment partnership for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Ayaz Hasan is a CFP® and holds a Series 66 designation, with 17 years of experience in the financial services industry. He is currently with Verdence Capital Advisors, LLC and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and consulting through specialized teams such as family office services and a Sports & Entertainment practice. The firm employs a mix of fundamental, technical, and cyclical analysis for investment decisions, utilizing a range of strategies and investment vehicles tailored to client objectives.

Carol Hopkins is a financial advisor at Verdence Capital Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at PNC Bank NA for 21 years before retiring in 2020. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers, offering discretionary portfolio management and financial planning through specialized teams. The firm’s investment process uses fundamental, technical, and cyclical analysis across various investment vehicles and provides OCIO sub-advisory and consulting services to other registered advisers.

Justin Allen is a CFP® certified financial advisor at Verdence Capital Advisors, LLC with five years of industry experience. He previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co for seven years, as well as at LPL Financial LLC. Verdence Capital Advisors serves individual clients across wealth levels, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm offers discretionary portfolio management, financial planning, and specialized services including family office, sports and entertainment advisory, and OCIO/sub-advisory solutions, using a multi-disciplinary investment approach that incorporates fundamental, technical, and cyclical analysis.

Emily Mascio is a financial advisor at Founders Financial Securities LLC with 11 years of industry experience. She holds the CFP® designation and Series 63 license. Mascio has been with Founders Financial Securities and Darrell Financial since 2013. She is also involved in life and health insurance sales through Darrell Financial Services. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, retirement consulting, and affiliated brokerage and insurance services, employing various advisory platforms and co-advisory programs.

Mark Darrell is a CFP® with 40 years of experience in the financial services industry. He has been with Founders Financial Securities LLC since 2006 and also owns Darrell Financial Services, which he has operated since 1989. Outside of advising, he is an owner and insurance agent at Darrell Financial Services, focusing on life and health insurance. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting. The firm employs multiple investment programs and combines advisory, brokerage, and insurance services, with a notable emphasis on subscription-based retirement education and co-advised private wealth solutions.

Brian Gardiner is a CFP® with 25 years of industry experience, currently serving as an advisor at Vanderbilt Advisory Services. His prior roles include positions at Coastal Investment Advisors, Elite Estate Planners LLC, and Cabot Lodge Securities. Outside of advisory work, he is involved in selling life insurance and fixed annuities and provides tax preparation services. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services, employing a strategic investment approach that integrates fundamental, technical, and charting analysis, and is noted for its formal integration with retirement-plan and benefits firms.

Abraham Miller is a financial advisor at Verdence Capital Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Heritage Financial Consultants and the American Academy of Pediatric Dentistry. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm provides discretionary portfolio management and financial planning, utilizing fundamental, technical, and cyclical analysis across a range of investment vehicles while also offering specialized advisory services such as family office support and sports and entertainment advisory.

Martin Eader II is a financial advisor at Verdence Capital Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work history includes roles at StepStone Group, RBC Wealth Management, Campbell and Company, Montgomery County Public Schools, Signet Jewelers, and Gap. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts and estates, and independent advisers. The firm offers discretionary portfolio management and financial planning through specialized teams that provide family office services, sports and entertainment advisory, OCIO and sub-advisory solutions, as well as consulting engagements.

Donald Oates is a financial advisor with Lombard Advisers Incorporated, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been involved with Castle Realty since 1999 and Lombard Securities Incorporated since 1992. Outside of his advisory role, Oates is a FINRA arbitrator and provides seasonal tax preparation services. Lombard Advisers offers personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a variety of discretionary and non-discretionary management programs and utilizes fundamental, technical, charting, and cyclical analysis in portfolio construction, with a notable emphasis on non-discretionary accounts where clients retain final trading authority.

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.