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.

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.

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® 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.

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 NBC Securities, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NBC Securities since 2013. NBC Securities operates under Lanark Financial, Inc., which provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts, estates, businesses, and institutional clients. The firm employs multiple fee-based advisory programs and managed-account platforms, combining fundamental and technical analysis with discretionary and non-discretionary management options.

David Taylor is a financial advisor at NBC Securities, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NBC Securities since 2013. Lanark Financial, Inc. offers investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a broker-dealer, delivering advice through multiple fee-based advisory programs and employing a mix of fundamental and technical analysis in manager selection.

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.

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.

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.

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.