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Annika M

Series 65

Annapolis, MD

1 North Wealth Services, LLC

Annika Mitchell is a Series 65 licensed advisor at 1 North Wealth Services, LLC with one year of industry experience. Prior to joining the firm, she held various roles across several sectors including hospitality and education. 1 North Wealth Services provides discretionary investment management and financial planning to individuals, businesses, and charitable organizations. The firm employs an active, team-based approach using fundamental and technical analysis across multiple strategies, including an ESG option for interested clients.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner
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Mary H

Series 65

Annapolis, MD

1 North Wealth Services, LLC

Mary Hughes is a financial advisor with 17 years of industry experience, currently serving at 1 North Wealth Services, LLC. She holds the Series 65 designation and has been with Middleton Gardiner Group, LLC since 2005. 1 North Wealth Services provides discretionary investment management and financial planning to individuals, closely held businesses, retirement plans, estates, trusts, and charitable foundations. The firm employs an active, discretionary approach with multiple strategies, including a Sustainable Investing (ESG) option, and manages over $320 million in discretionary assets.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner
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Kathryn P

Series 65

Annapolis, MD

1 North Wealth Services, LLC

Kathryn Putek is a financial advisor with 13 years of industry experience, currently working at Middleton Gardiner Group, LLC since 2011. She holds a Series 65 designation and is based in Annapolis, MD. She is part of 1 North Wealth Services, LLC, a team of five advisors that provides discretionary investment management and financial planning to individuals, businesses, retirement plans, estates, trusts, and charitable foundations. The firm employs an active, discretionary approach incorporating fundamental and technical analysis and offers multiple strategies including capital preservation, total return, growth, alternatives, and sustainable investing.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner
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James B

CFP®, Series 63

Annapolis, MD

1 North Wealth Services, LLC

James Brennan is a CFP® with 21 years of industry experience, currently serving at Middleton Gardiner Group, LLC. He is based in Annapolis, MD and holds a Series 63 license. Brennan is part of the advisory team at 1 North Wealth Services, LLC, which includes five professionals. 1 North Wealth Services provides discretionary investment management and financial planning to individuals, closely held businesses, retirement plans, estates, trusts, and charitable foundations. The firm uses an active, discretionary approach with multiple strategies, emphasizing fundamental analysis, and offers services including quarterly reporting, annual reviews, and specialized planning such as ERISA and 401(k) engagement.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner
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Dimitri S

Series 65

Annapolis, MD

1 North Wealth Services, LLC

Dimitri Sfakiyanudis is a financial advisor with 1 year of industry experience at 1 North Wealth Services, LLC. He holds a Series 65 designation and has prior work history in small business and service industries, including roles at Kafouri Kitchens and Remodeling and Foreman Pro Cleaning. 1 North Wealth Services provides discretionary investment management and financial planning to individuals, businesses, retirement plans, estates, trusts, and charitable foundations. The firm employs an active, discretionary approach utilizing fundamental and technical analysis across multiple strategies, including a Sustainable Investing (ESG) option for interested clients.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner
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John M

Series 65

Annapolis, MD

1 North Wealth Services, LLC

John Milchling is a financial advisor at 1 North Wealth Services, LLC in Annapolis, MD, holding a Series 65 credential with six years of industry experience. His work history includes roles at 1 North Wealth Services, Towson University, and Sandbek Outdoors. 1 North Wealth Services provides discretionary investment management and financial planning to individuals, businesses, retirement plans, estates, trusts, and charitable foundations. The firm uses an active, discretionary approach with multiple strategies, including a Sustainable Investing (ESG) option, and manages over $320 million in discretionary assets.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner
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