Clinton C Stephenson

Mike is a financial advisor at Legacy Financial Advisors with twenty-three years of industry experience. He holds Qualified 401(k) Administrator® (QKA®) and Certified Plan Fiduciary Advisor® (CPFA®) designations from the American Society of Pension Professionals and Actuaries (ASPPA) and the National Association of Plan Advisors (NAPA) respectively. He has a Series 65 credential and has prior experience at Eisneramper Wealth Management Corporate Benefits LLC, Prosperity - An EisnerAmper Company, and Future Plan By Ascensus. Outside of finance, he owns and operates a comic book business, writing, drawing, producing self-published comics, and managing online sales and show appearances. Legacy Financial Advisors serves individuals, families, trusts, retirement plan sponsors, and business entities with financial planning, investment management, retirement plan advisory, and business consulting. The firm employs a disciplined, goals-based investment process using strategic asset allocation, diversification, and regular portfolio evaluations, with a focus on retirement plan fiduciary services and business consulting.

Jeff Judge, CFP®, ChFC®, CLU®, AEP®, is Managing Partner of Chesapeake Financial Planners in Forest Hill, Maryland. He helps families, executives, and business owners navigate retirement, business exit, equity compensation, tax, and estate planning through the firm's proprietary R.U.D.D.E.R. Method™ — a structured six-step process for aligning wealth with life goals. A 2005 graduate of Goucher College, Jeff began his career in regional and national banks before joining MetLife in 2011 and founding his first firm a year later. He co-founded Chesapeake Financial Planners with Mark Rossbach, CPA, in 2017. Jeff is a Kiplinger contributor, a Five Star Wealth Manager (2017–2026), and an NAEPC-affiliated estate planner. He leads financial-literacy workshops for Fortune 500 and mid-sized employers across the Mid-Atlantic. Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services through Great Valley Advisor Group, a separate RIA. Jeff lives in Forest Hill with his family.

James Funck is a financial advisor at Baltimore Avenue Investments, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Baltimore Avenue Investments since 2012 following a decade at Investors Security Co Inc. Baltimore Avenue Investments serves individual and high-net-worth clients by providing discretionary portfolio management along with software-based financial planning. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to implement investment strategies that may include higher-risk tools such as margin, short sales, and options writing, with client accounts reviewed quarterly.

Andrew Davis is a financial advisor at Schiff Wealth Advisors, LLC in Baltimore, MD, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has been with Schiff Wealth Advisors since 2012. Schiff Wealth Advisors provides investment management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and small businesses. The firm follows a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and offers financial planning consultations on tax, estate, college planning, and cash flow.

Francis Hogle is a financial advisor with Base Management Co in Towson, MD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He operates as the sole advisor at an independent firm. Base Management Company provides discretionary investment supervisory services for U.S. individuals, trusts, charitable organizations, and corporations. The firm employs an actively managed, value-oriented investment approach that combines fundamental and technical analysis, serving a variety of account types with an emphasis on diversification and fiduciary roles such as trustee or personal representative.

My path to founding Groff Wealth Management began during the most difficult chapter of my life. Watching my father battle brain cancer was a profound lesson in how quickly circumstances can change. In the wake of his passing, I saw the need for the families I serve to live life now instead of one day. Over and over I see families with the means but lacking the permission to spend and enjoy their lives. Most firms are built to scale, often at the expense of the client experience. I chose a different path. I intentionally serve a limited number of families. By staying small, I can provide a concierge-level service that larger firms have a hard time matching. For the widow/ widower: I carry the mental load. Whether it’s navigating complex employer benefits, handling the paperwork of loss, or ensuring your legacy is secure, I am in the trenches with you so you have the space to heal. For the Retiree: You’ve worked hard to build your resources. I ensure those resources are aligned with your values, allowing you to stop worrying about the "what-ifs" and start living your life to the fullest. A Personal Commitment: When you call, I answer. Whether I’m in the office or coaching my kids’ sports teams, my clients have a direct line to me. You aren't a line item on a balance sheet, you are a family I have committed to protect. My mission is to provide the clarity you need to move forward with confidence. If you’re looking for a partner to help carry the weight of your financial life so you can focus on what truly matters, I’d be honored to talk.