Nicholas Boyd is a financial advisor at Calvert Wealth Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at APW Capital, Inc., Addison Group, and American University. Calvert Wealth Management is a three-advisor firm serving individuals, trusts, estates, charitable organizations, profit-sharing plans, and business entities. The firm manages approximately $189.6 million across about 360 client relationships, providing discretionary portfolio management, comprehensive financial planning, and institutional wealth management services with an emphasis on asset allocation using core model portfolios.

John Stone is a financial advisor at Calvert Wealth Management, Inc. in Dunkirk, MD, holding a Series 66 designation with 16 years of industry experience. He has worked at APW Capital, Inc. since 2011 and at Calvert Financial Advisory since 2008. Outside of his advisory role, he is also a licensed insurance agent for life and variable products. Calvert Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering discretionary portfolio management alongside comprehensive wealth planning and financial consulting. The firm emphasizes asset allocation with diversified portfolios and combines retail wealth management with fiduciary services for employer plans.

Kelly Sheahan is a financial advisor at Calvert Wealth Management, Inc. in Dunkirk, MD, holding a Series 65 designation with nine years of industry experience. She has been with Calvert Wealth Management since 2012. Calvert Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering discretionary portfolio management alongside wealth planning and financial consulting. The firm emphasizes asset allocation over market timing and maintains diversified, risk-based portfolios with regular reviews.