Kyle Parsons is a financial advisor at Rock Creek Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cross Financial Advisors, LLC and LPL Financial, LLC. Parsons has been involved in providing investment advisory services through Cross Financial Advisors, an independent registered investment advisor. Rock Creek Wealth Management is an SEC-registered investment manager that serves primarily institutional and pooled-vehicle clients, offering discretionary investment supervisory services alongside financial planning and consulting. The firm employs an asset allocation and fundamental analysis approach within a longer-term buy-and-hold framework and offers stand-alone, hourly financial planning engagements.

Daniel Retzlaff is a financial advisor at Rock Creek Wealth Management with 18 years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley and Citigroup Global Markets. Retzlaff has experience providing investment advisory services through Cross Financial Advisors, LLC, an independent advisory firm. Rock Creek Wealth Management focuses on serving corporations, partnerships, charitable organizations, and other non-retail entities by offering discretionary investment supervisory services, financial planning, and retirement-plan advice. The firm employs asset allocation and fundamental analysis while engaging third-party independent managers as part of its investment process.

Robert Morrison is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Rock Creek Wealth Management and has previously worked at Cross Financial Advisors, LPL Financial, Hornor, Townsend & Kent, and Edward Jones. Rock Creek Wealth Management focuses on serving corporations, partnerships, and charitable organizations through discretionary investment supervisory services and retirement-plan consulting. The firm employs asset allocation and fundamental analysis, often recommending mutual funds, ETFs, REITs, bonds, and listed securities, while emphasizing retirement-plan and rollover guidance.