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Cody W Iller Hobelmann

Advisor at Eversource Wealth Advisors, LLC — Monrovia, MD

Updated today

Credentials

CFP®, Series 63

Experience

9 years

Location

Monrovia, MD

Eversource Wealth Advisors, LLC logo

Eversource Wealth Advisors, LLC

Multi-team

Total advisors

76

Across 38 offices

Clients per advisor

43 Low

Avg AUM per client

$1,179,621 High

HNW client ratio

47% Very High

About

Cody Hobelmann is a CFP® with nine years of industry experience and is currently affiliated with EverSource Wealth Advisors, LLC. His prior roles include positions at Turning Point Financial, LPL Financial, LLC, Northwestern Mutual Investment Services LLC, and Wilmington Trust. Hobelmann is also a licensed insurance agent, selling non-variable insurance as an independent activity. EverSource Wealth Advisors serves a diverse client base, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers comprehensive wealth management, financial planning, and investment advisory services, utilizing multiple investment programs and platforms to address clients’ risk, tax, and values considerations.

Client services

Based on Eversource Wealth Advisors, LLC

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eversource Wealth Advisors, LLC

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy

Occupation focus

Based on Eversource Wealth Advisors, LLC

Founder/Business Owner Executive

Demographic focus

Based on Eversource Wealth Advisors, LLC

Values-based investing Christian Faith Based

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Fee options

Fixed

Fixed fees for financial planning and consulting engagements generally range from $2,500 to $25,000; some consulting per project fees.

Percentage

$0 - $3,000,000: Up to 2.00% annually (with example of 1.0% yearly in sample calculation) Over $3,000,000+: Separately negotiated

Commissions

Certain IARs as licensed insurance agents may receive commissions from insurance sales; EverSource does not receive these commissions.

Project-based

Consulting services hourly rates typically range from $150 to $400 per hour; Family Dynamics consulting $400/hour; daily rate $1,500.

Other

Minimum fee: Fee-for-Service Financial Planning and Consulting engagements can be billed on a fixed-fee basis, generally ranging from $2,500 to $25,000. Fee-only: Financial Planning and Consulting can be fee-only; consulting fees are negotiable; firm is fiduciary.

Location

See office

Monrovia, MD

Monrovia MD

Advisors at this office

1

Most active in

Maryland

Work history

9 years of industry experience

EverSource Wealth Advisors, LLC

2025 - Present • 1 year

Monrovia, MD

Turning Point Financial

2022 - 2025 • 3 years

Frederick, MD

LPL Financial, LLC

2019 - 2022 • 3 years

Marriottsville, MD

Northwestern Mutual Investment Services LLC

2017 - 2019 • 2 years

Columbia, MD

Patrick Gibbons

2017 - 2019 • 2 years

Columbia, MD

James F Adair

2017 - 2019 • 2 years

Columbia, MD

Adair & Associates

2017 - 2022 • 5 years

Marriottsville, MD

James F Adair

2017 - 2017 • 1 year

Columbia, MD

Wilmington Trust

2015 - 2017 • 2 years

Baltimore, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jeremy V

CFP®, CPWA®

Frederick, MD

Flower City Capital LLC

Jeremy joined Flower City Capital in February of 2026, bringing extensive experience advising individuals and families on their wealth management goals. As a Senior Wealth Advisor, he delivers a highly personalized approach to financial planning, building trusted, long-term relationships while thoughtfully addressing complex financial needs. Prior to joining Flower City Capital, Jeremy was a Financial Advisor at Turning Point Financial. He holds the Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA) designations. Jeremy graduated from Hood College in Frederick, Maryland with a Bachelor of Arts in Business Administration with a concentration in Finance. He lives in Hagerstown, Maryland, with his wife Emily and their daughter, Abigail. In his free time, he enjoys playing basketball, spending time outdoors, and watching sports.

Wealth management General retirement planning General tax planning Retirement withdrawal strategies Social Security optimization
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Roy B

Series 63, Series 65

Frederick, MD

Priority Financial Advisors, LLC

Roy Beyer is the sole advisor at Priority Financial Advisors, LLC in Frederick, MD, with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Capwest since 2007 and the Wycoff Stock Market Institute since 1992. Outside of advisory work, he owns a music performance business providing live music at private events. Priority Financial Advisors is an independent registered investment adviser serving individual and high-net-worth clients with ongoing investment supervisory services and hourly financial planning. The firm uses a defined Investment Policy Statement tailored to each client and employs a mix of charting, fundamental, technical, and cyclical analysis to build diverse portfolios, while offering complimentary educational seminars and maintaining a very small client roster managed solely by the principal advisor.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Annuities
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Patricia B

CFP®, Series 65

Walkersville, MD

AAA Advisory LLC

Patricia Bush is a CFP® and Series 65-registered advisor at AAA Advisory LLC with six years of industry experience. She has worked at Bestgate Tax & Accounting Advisors, LLC and Squire, Lemkin + Company, LLP, where she held various roles including tax consulting. Alongside her advisory work, she provides tax review and preparation services as a tax consultant. AAA Advisory LLC offers project-based financial planning and tax preparation services primarily through virtual meetings. The firm serves individual clients, including high-net-worth individuals, focusing on limited-scope engagements and non-discretionary investment recommendations that emphasize long-term, passive asset-allocation strategies without portfolio management or asset-based fees.

Tax-loss harvesting General tax planning Cash flow / budgeting
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Jeyamariappan G

CFA®, Series 65

Clarksburg, MD

Samatva Wealth Management LLC

Jeyamariappan Ganapathy is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been the sole advisor at Samatva Wealth Management LLC since 2015 and previously worked at Senaissance Software. Samatva Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis and focuses on a long-term investment horizon using fundamental analysis and discounted cash flow techniques, with portfolios diversified primarily through actively managed mutual funds.

General tax planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
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Chung Hei S

Series 65

Brookeville, MD

Applied Derivative Research or "ADR"

Chung Hei Sing is the sole advisor at Applied Derivative Research (ADR) with four years of industry experience. He holds the Series 65 designation and previously worked at Arquitos Capital Management for one year. He serves as a board member of the Maryland Technology Development Corporation, focusing on economic development through early-stage investments. Applied Derivative Research provides discretionary and non-discretionary portfolio management and advisory services to high-net-worth individuals, institutional investors, and pooled investment vehicles. The firm employs a combined bottom-up and thematic top-down investment approach with sustainable and impact-oriented opportunities, offering both strategic asset allocation advice and active portfolio implementation.

ESG / Sustainable investing Active portfolio management Private / alternative investments Concentrated stock management
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Christopher R

CFP®, Series 63, Series 65

New Market, MD

Applied Financial Wisdom

Christopher Ruspi is a CERTIFIED FINANCIAL PLANNER™ professional with 36 years of industry experience. He has been with Applied Financial Wisdom since 2012 and also maintains an affiliation with LPL Financial. Outside of his advisory work, he owns a travel blog. Applied Financial Wisdom provides discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan allocation services to individuals, high-net-worth clients, and business entities. The firm’s investment approach is based on a proprietary top-down forecast that incorporates fundamental, technical, and cyclical analysis, utilizing sector rotation, ETFs, individual equities, fixed income, and, when appropriate, options and margin strategies.

Retirement income strategy General estate planning guidance Business ownership considerations
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