Michael Burchell is a financial advisor with Independence Square Holdings, LLC in Baltimore, MD, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His previous roles include positions at WPG Financial Group, United Planners' Financial Services of America, and CFG Capital Markets, LLC. Independence Square Holdings, operating as a multi-team adviser with about 40 advisors, serves individuals—including high-net-worth clients—retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm combines customized portfolios, model portfolios, and third-party solutions, and utilizes digital platforms and alternative investment options as part of its comprehensive investment approach.

Harvey Byrd is a financial advisor at Lombard Advisers Incorporated with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Massmutual Life Insurance Company and Mml Investors Services Inc. Outside of his advisory role, he is an insurance agent focusing on life, disability, and long-term care insurance. Lombard Advisers provides personalized investment management and retirement plan consulting to individuals, trusts, pension plans, and small businesses through a team-based approach. The firm offers both discretionary and non-discretionary portfolio management, utilizing various analytical methods, and manages approximately $670 million in assets.

Paul Watson is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Snowden Lane Partners since 2014. Outside of his advisory role, he is the owner of HWA Inc., a business that facilitates introductions to voluntary benefits companies. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach with access to unaffiliated sub-advisers and third-party managers.

Erin Stoecker is a financial advisor at Snowden Capital Advisors LLC with 19 years of industry experience. She holds a Series 66 designation and has been with Snowden Lane Partners since 2014. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and endowments. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, utilizing customized model portfolios and a range of investment tools across multiple asset classes.

Jennifer Sweeney is a Series 66-licensed financial advisor at Waverly Advisors, LLC with 11 years of industry experience. She previously worked for Grant/GrossMendelsohn, LLC for 10 years before joining Waverly Advisors in 2025. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of services including financial planning, retirement consulting, and multi-family office solutions.

Noelle Savage is a CFA® charterholder with six years of experience at D.F. Dent and Company, Inc. and five years at Skipjack Global Capital Management, totaling 11 years in the financial industry. She is based in Baltimore, MD. D.F. Dent and Company provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as various institutional clients. The firm manages approximately $8.6 billion in assets and offers a range of equity-focused strategies alongside fixed-income management, serving unique client types such as Unified Managed Account programs, pooled vehicles, and registered investment companies.

Mark Mahaney is a financial advisor at Wealthcare Advisory Partners LLC in Baltimore, MD, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with Wealthcare Advisory Partners and affiliated with LPL Financial since 2016. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising process that combines proprietary Wealthcare software, behavioral economics, and evidence-based quantitative metrics to guide portfolio management and planning strategies.

Ian Harris is a CFP® professional with 12 years of experience in financial advising. He is currently affiliated with Cape Investment Advisory, Inc., and has previously worked at firms including Edward Jones and Charles Schwab. Outside of his advisory role, his spouse holds a limited partner interest in a mattress manufacturing business. Cape Investment Advisory, Inc. serves individuals, businesses, pension and profit-sharing plans, trusts, and other entities. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers, implementing asset allocation plans based on clients’ financial goals and risk tolerance.

George Matthai is a financial advisor at Perigon Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Matthai & Associates, Inc. for over three decades. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, utilizing sub-advisors or turnkey asset management programs when appropriate, and maintains institutional relationships with multiple custodial platforms.

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.

Philip Lazzari is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Snowden Lane Partners since 2014 and is also involved with Simply Soccer Plus, a venture he has been associated with for over 30 years. Additionally, he owns HWA Inc., a business focused on making introductions to a voluntary benefits company. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and a range of advisory programs, utilizing multi-team resources and institutional capabilities to manage a diverse array of assets and client needs.

Lancer Cuddy is a financial advisor at Continuum Advisory, LLC with 25 years of industry experience. He has held positions at firms including Morgan Stanley Smith Barney and Citigroup Global Markets. Cuddy serves as power of attorney for his father, managing securities to cover medical expenses. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm offers a range of investment options and retirement plan consulting while maintaining a high level of professional integration among its advisors.

John Ebinger is a CFP®, CFA®, and holds a Series 65 license with 17 years of industry experience. He is currently with Modera Wealth Management, LLC, having joined in 2024, and previously worked at Annapolis Financial Services, Lincoln Financial Advisors Corporation, Sherman Wealth Management, and Symmetry Partners. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach is allocation-driven and based on Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, selective funds, private placements, and optional ESG integration.

Michael Little Jr. is a CFP® with 22 years of industry experience. He has worked at Waverly Advisors, LLC since 2025 and was previously with Grant/GrossMendelsohn, LLC for 14 years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management.

Mark Bauer Jr. is a Series 65-licensed financial advisor with six years of industry experience. He currently works at Waverly Advisors, LLC and previously spent six years at GGM Wealth Advisors. Outside of his advisory roles, he has experience with the University of Maryland College Park and the Jones Family Farm. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm employs a blend of traditional and alternative investment strategies and provides services including portfolio management, financial planning, retirement consulting, and multi-family office solutions.

Daniel Dent is a CFA® charterholder with 36 years of industry experience. He has been with D.F. Dent and Company, Inc. since 1976. D.F. Dent and Company provides discretionary investment management and financial planning to a diverse range of individual and institutional clients. The firm employs a disciplined portfolio construction approach across equity and fixed-income strategies, managing mutual funds and serving various client types, including registered investment companies, municipal entities, and wrap/UMA programs.

Alexander Supplee is a CFP® professional with 12 years of industry experience, currently serving at United Capital Financial Advisors. His prior experience includes roles at Cetera Advisor Networks LLC, Girard Securities, and Merrill. He is a board member of the Greater Chesapeake Charitable Foundation, where he assists with fundraising event coordination. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services including sub-advisory and consulting, supported by its technology platform, FinLife Partners, which aids independent advisors.

John Kalendek is a financial advisor with Chelsea Advisory Services, Inc. and holds Series 63 and Series 65 licenses. He has 35 years of industry experience, including over 30 years leading Kalendek Financial Group and seven years with Chelsea Financial Services. Outside of advisory work, he is an independent insurance agent involved in the sale of fixed insurance products. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients, with a focus on long-term, fundamental investment strategies and diversified portfolios. The firm integrates advisory services with an affiliated broker-dealer and custody platform, managing potential conflicts through disclosure and oversight.

William Hufnell is a CFP® professional with 13 years of industry experience. He currently works at Modera Wealth Management, LLC and previously spent 29 years at Annapolis Financial Services, LLC/Bay Point Wealth. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, using diversified portfolios supplemented by independent managers, private placements, and optional ESG integration.

Robert Wooden is a financial advisor with StoneX Advisors Inc. based in Glen Burnie, MD, holding a Series 66 designation and bringing 22 years of industry experience. His professional background includes roles at StoneX Securities Inc., Wrp Investments, Inc., and Guardian Life. Outside of his advisory work, Wooden serves as president of Wooden Financial Group, Inc., focusing on insurance sales and service, and holds leadership and volunteer roles in local sports and community organizations, including serving as head coach and president of the Baltimore Baseball Club and as a board member of the Anne Arundel County Sports Hall of Fame. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a range of advisor-managed portfolios, proprietary models, and third-party managers across multiple platforms, offering clients customizable investment solutions with periodic reviews and due diligence.