Nicholas Craven is a financial advisor with Montgomery Financial who holds a Series 65 designation and has nine years of industry experience. He has been associated with Montgomery Financial and its affiliated entities since 2016. In addition to advisory services, Mr. Craven is licensed as an insurance agent and spends approximately 40% of his time offering insurance-related products through MFS Wealth LLC. Montgomery Financial serves individual investors, including high-net-worth and non-HNW clients, as well as qualified retirement plans. The firm offers discretionary portfolio management, ERISA 3(21) plan services, and financial planning, using AE Wealth Management’s sub-adviser platform while providing public educational seminars and a 90-day client satisfaction guarantee.

William Strausbaugh is a financial advisor at Montgomery Financial in Ocean City, MD, holding Series 63 and Series 65 credentials with two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Aflac Insurance Company. He also operates MFS Wealth LLC as an insurance agent. Montgomery Financial serves individual investors, including both high-net-worth and non-HNW clients, and advises qualified retirement plans through discretionary portfolio management and financial planning services. The firm utilizes AE Wealth Management’s sub-adviser platform and offers public educational seminars and a 90-day client satisfaction guarantee.

Jeffrey Montgomery is a financial advisor at Montgomery Financial with 14 years of industry experience. He holds a Series 65 designation and has worked at MFS Wealth LLC since 2016, alongside his ongoing role at Montgomery Financial Services since 2011. In addition to his advisory work, he maintains an insurance practice, dedicating approximately 40% of his time to insurance services and products. Montgomery Financial serves individual clients, including high-net-worth households, and advises qualified retirement plans. The firm uses a sub-adviser platform for discretionary asset management and provides ERISA plan advisory services, financial analyses, and educational seminars.