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Collin T

Series 65

Annapolis, MD

RCS Financial Planning, LLC

Collin Toal is a financial advisor at RCS Financial Planning, LLC in Annapolis, MD, holding a Series 65 designation. He began his career at RCS Financial Planning in 2026 and has prior experience in the fitness industry. RCS Financial Planning offers portfolio management, comprehensive financial planning, ongoing subscription planning, and pension consulting for individuals, high-net-worth clients, and retirement plans. The firm applies modern portfolio theory with evidence-based mutual funds and maintains individualized Investment Policy Statements to guide discretionary portfolio management.

General retirement planning Wealth management Real estate investing Annuities
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Amanda H

CFA®

Annapolis, MD

RCS Financial Planning, LLC

Amanda Hopkins Clouser is a CFA® charterholder with eight years of industry experience. She has been with RCS Financial Planning, LLC since 2018 and previously worked at TIAA for nine years. RCS Financial Planning provides portfolio management, comprehensive financial planning, ongoing subscription planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm emphasizes evidence-based investing and long-term portfolio management, serving clients without account minimums and offering ongoing financial planning for qualifying asset levels.

General retirement planning Wealth management Real estate investing Annuities
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Thaddeus T

CFP®, Series 66

Annapolis, MD

RCS Financial Planning, LLC

Thaddeus Toal Jr. is a Certified Financial Planner® with 24 years of industry experience. He has worked at RCS Financial Planning, LLC since 2017 and previously spent 10 years at Rockwood Wealth Management, LLC. RCS Financial Planning serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm provides portfolio management, comprehensive financial planning, and pension consulting, following an evidence-based investment approach grounded in modern portfolio theory.

General retirement planning Wealth management Real estate investing Annuities
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