Michael Meily is a financial advisor at Verdence Capital Advisors, LLC with 25 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at Harvest Investment Consultants, Eagle Strategies (NY Life), and Ameriprise. Meily is also appointed with various outside insurance carriers to broker nonregistered insurance products. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm offers discretionary portfolio management and financial planning through specialized teams, employing an investment process that integrates fundamental, technical, and cyclical analysis across diverse investment vehicles.

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.

Robert Schmitt is a financial advisor at Verdence Capital Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Triad Advisors, Inc. and SC&H Financial Advisors, Inc. Schmitt has been with Verdence since 2021. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations, providing portfolio management, financial planning, and consulting through specialized teams such as family office services and a Sports & Entertainment practice. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions across various asset types.

Meg Sheil Puopolo is a financial advisor at Verdence Capital Advisors, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Purshe Kaplan Sterling Investments. She is a partner in Hunt Valley Partners, an investment partnership for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients with discretionary portfolio management, financial planning, and consulting, employing a combination of fundamental, technical, and cyclical analysis across various investment vehicles. The firm offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting for other registered advisers.

David Baker is a financial advisor at Verdence Capital Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Harvest Investment Consultants LLC and Ameriprise. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm employs a multidisciplinary investment process using fundamental, technical, and cyclical analysis across various investment vehicles, and offers specialized services including family office support and sports and entertainment advisory.

Gayle Dilla is a financial advisor at Lanark Financial, Inc. with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NBC Securities Inc. for nine years and UBS Financial Services Inc. for four years. Outside of her advisory role, she assists with bookkeeping and data entry for family-related small businesses. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts through several platforms, employing both discretionary and non-discretionary investment approaches.

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.

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.

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.

Megan Foard is a financial advisor at Verdence Capital Advisors, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Deutsche Bank Securities Inc. for 12 years. Megan is also a partner in an investment partnership, Hunt Valley Partners, which she engages with for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charities, providing discretionary portfolio management, financial planning, and consulting. The firm employs a mix of fundamental, technical, and cyclical analysis to implement long- and short-term strategies across various investment vehicles and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Richard Rosa is a financial advisor with Verdence Capital Advisors, LLC in Hunt Valley, MD, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Hightower Advisors and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he is the owner of Compass Sports Advisors LLC, where he acts as a certified NFL Players' Association agent involved in contract and marketing negotiations. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm offers discretionary portfolio management and financial planning through specialized teams that include family office services and sports and entertainment advisory, using a combination of fundamental, technical, and cyclical investment analyses.

Matthew Andrulot is a CFP® professional with 21 years of industry experience, currently serving at Verdence Capital Advisors, LLC. His prior experience includes roles at Independent Access Partners, LLC and Hightower Securities, LLC. He is also a partner in Hunt Valley Partners, an investment partnership where he participates in sourcing and recommending investment opportunities for limited partners. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Matthew Moore is a financial advisor at Verdence Capital Advisors, LLC with a Series 65 credential and one year of industry experience. His prior experience includes roles at KPMG LLP and Stepstone Group, as well as academic positions at Loyola University Maryland. 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-faceted investment process incorporating fundamental, technical, and cyclical analysis, and offers specialized services such as family office support, sports and entertainment advisory, and OCIO/sub-advisory solutions.

Edward Hurlock Jr. is a CFA® charterholder with 35 years of industry experience. He has served at Sowell Management since 2022 and previously worked for Nesher Wealth, United Income, Inc., and Calvert Investment Counsel, where he spent 30 years. Outside of his advisory role, he is President and Chairman of the Board of Trustees for St. Mary's Roland View Towers, Inc., a low-income senior housing organization. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management and financial planning services. The firm employs multiple management styles and offers a range of investment solutions, including model portfolios developed with Goldman Sachs and sub-advisory relationships with firms like Affinity and Rayliant.

Donna Zidwick is a financial advisor at Verdence Capital Advisors, LLC with 10 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Harvest Investment Consultants LLC for 35 years. Zidwick also holds an insurance agent license and offers insurance products alongside her advisory work. Verdence Capital Advisors serves individual clients, businesses, and trusts with discretionary portfolio management and financial planning. The firm employs a multi-faceted investment approach, combining fundamental, technical, and cyclical analysis, and offers specialized services including family office support and advisory solutions for sports and entertainment professionals.

Bryan Myers is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Redwood Private Wealth LLC, Sera Capital Management, LLC, H. Beck, Inc., Strategic Asset Management, Ltd., and Raymond James Financial Services, Inc. Myers is also involved in insurance sales, serving as president of Strategic Asset Management’s insurance business since 2015 and managing director of Redwood Tax Specialists, an insurance agency, since 2020. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a blend of passive, active, and tactical strategies and offers both discretionary and non-discretionary management, incorporating a range of investment instruments and third-party solutions as appropriate.

Mark Pallack is a financial advisor with Verdence Capital Advisors, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Harvest Investment Consultants, LLC, New York Life Insurance Company, and Eagle Strategies. He is also involved in brokering non-investment insurance products through Harvest Insurance, Inc. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension plans, and trusts, offering discretionary portfolio management and specialized advisory services. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis across various investment vehicles, and provides OCIO and sub-advisory solutions to other registered advisers.

Jeffrey Rogers is a Series 66-licensed advisor with BFC Planning, Inc., where he has worked since 2014. He has 16 years of industry experience and also serves as a Shrewsbury Township Supervisor, overseeing local management and infrastructure. Outside of his advisory role, he operates Rogers My CFO, LLC, providing outsourced CFO and controllership services along with insurance sales. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through about 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platforms and sub-advisors, and employs investment strategies involving stocks, bonds, mutual funds, and ETFs.

Gianluca Parrotta is a financial advisor at Lanark Financial, Inc. He holds a Series 66 designation and has approximately five years of work experience, including roles at Morgan Stanley from 2022 to 2026 and NBC Securities since 2026. His background also includes positions in education and retail. Lanark Financial provides investment management and financial planning services to a diverse client base, including individuals, retirement plans, and institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary advisory arrangements.

Jonathan Saklad is a financial advisor with Verdence Capital Advisors, LLC and holds the Series 65 designation. He has been with Verdence since 2024 and has prior experience working in academic and hospitality settings. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm employs a combined fundamental, technical, and cyclical investment approach across various portfolio vehicles and offers specialized services including family office support and sports and entertainment advisory.