Jordan Weinberg is a CFP® professional with 27 years of experience in the financial services industry. He has been with Founders Financial Securities LLC since 2006 and is also involved with Evergreen Structure Settlement and the Hebrew Free Loan Association of Baltimore, where he serves as a board member. Additionally, Weinberg acts as a trustee for the Parents Life Insurance Trust. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing multiple advisory platforms and sub-advisory relationships to deliver customized investment solutions.

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.

Beth Estabrook is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Founders Financial Securities since 2009 and operates Estabrook and Company, a registered DBA since 2008. Outside of her advisory roles, she owns Joyful EIS, LLC, which provides property and casualty insurance services. 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 variety of advisory platforms including managed portfolios, third-party manager access, financial planning, and specialized services such as 1031 exchange consulting.

Donald Oates is a financial advisor with Lombard Advisers Incorporated, holding the ChFC® designation and Series 63 license, and has 43 years of industry experience. He has worked at Castle Realty since 1999 and Lombard Securities Incorporated since 1992. Outside of advising, he is involved in insurance sales, tax preparation, and serves as a FINRA arbitrator. Lombard Advisers provides personalized investment management and retirement plan consulting to individuals, trusts, charitable organizations, and small businesses, employing both discretionary and non-discretionary portfolio strategies through multiple platform custodial arrangements.

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.

Bryan Dalesandro is a financial advisor at Verdence Capital Advisors, LLC with 15 years of industry experience. He holds the CFP® and ChFC® designations and serves as an adjunct professor at The American College of Financial Services. His prior work includes roles at RiversEdge Advisors, LLC and Concentus Wealth Advisors. Verdence Capital Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as businesses, pension plans, trusts, and independent advisers. The firm employs a multifaceted investment process and offers specialized services including family office support, sports and entertainment advisory, and OCIO sub-advisory solutions.

Bruce Betz is a financial advisor at Lanark Financial, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NBC Securities, Inc. since 2013. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through several platforms.

William Krueger is a CFP® with five years of industry experience, currently serving as a financial advisor at Verdence Capital Advisors, LLC. Prior to joining Verdence in 2026, he worked at SC&H Financial Advisors, Inc. for five years and The PNC Financial Services Group, Inc. for seven years. Outside of financial advising, he works as an independent contractor playtesting board games for Fantasy Flight Games. 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 a multi-faceted investment approach that integrates fundamental, technical, and cyclical analysis across diverse investment vehicles.

David Taylor is a financial advisor at Lanark Financial, Inc. based in Hunt Valley, MD, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NBC Securities, Inc. since 2013. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through various platforms, utilizing both discretionary and non-discretionary arrangements.

Kevin Cuff is a financial advisor at Verdence Capital Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at HighTower Advisors and Independent Access Partners, LLC. Outside of his advisory role, he coaches at Gorillaz Fitness in Forest Hill, MD. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations, offering discretionary portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to implement long- and short-term investment strategies across a variety of asset types.

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.

Ryan Staton is a CFP® and ChFC® with 11 years of experience in the financial services industry. He is currently with Founders Financial Securities LLC, where he has worked since 2020. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, Staton is involved in business consulting focused on exit and succession planning and operates investment and insurance-related businesses. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of advisory platforms and model portfolios tailored at the adviser level.

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.

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 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.