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Andre M

ChFC®, Series 65, Series 63

Laurel, MD

Transamerica Financial Advisors

Andre Muhammad is a financial advisor with Transamerica Financial Advisors holding a ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He also works part-time as an MRI technologist at several medical imaging centers. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services through proprietary and third-party investment model portfolios.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Ian S

Series 63, Series 65

Laurel, MD

Truist Advisory Services

Ian Seebachan is a financial advisor with Truist Advisory Services in Laurel, MD, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SunTrust Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platform and manager arrangements to support its AMC Advantage manager-selection program.

Founder/Business Owner Executive
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Michael B

Series 63, Series 65

Annapolis, MD

First Command Advisory Services

Michael Becker is a financial advisor with First Command Advisory Services in Annapolis, MD, holding Series 63 and Series 65 credentials and over 12 years of industry experience. He has been with First Command Advisory Services since 2015 and also has roles at affiliated First Command entities dating back to 2014. Outside of finance, Becker is involved in aviation education as an owner and flight instructor with 4D Aerosports Inc. and also owns the 4D Aero Foundation, a nonprofit focused on education and fundraising. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Daniel D

Series 65, Series 63

Annapolis, MD

TD private Client Wealth LLC

Daniel Darling is a financial advisor with TD Private Client Wealth LLC in Annapolis, MD. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Insurance Company, and TD Bank N.A., as well as self-employment and a position with the YMCA of Frederick. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs a combination of strategic and tactical asset allocation through TD Managed Portfolios and related offerings, utilizing both affiliated and third-party sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Chima U

Series 66

Laurel, MD

Transamerica Financial Advisors

Chima Uzobuihe is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience and a Series 66 designation. His career includes roles at Deloitte and involvement with the Maryland Health Benefits Exchange and Essential Benefits Alliance, where he manages Medicare Part C and D enrollments. He also works part-time in real estate sales. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with proprietary and third-party investment programs, including discretionary and non-discretionary options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Paul N

Series 63

Bowie, MD

Centaurus Financial, Inc.

Paul Newton is a financial advisor with Centaurus Financial, Inc. in Bowie, MD, holding a Series 63 designation and 33 years of industry experience. He has worked at Centaurus Financial since 2010, with prior experience at Securities America Advisors and Securities America, Inc. Newton is also the owner of PLN & Associates, Inc., where he provides tax advice to clients and oversees tax preparation services. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, employing both discretionary and non-discretionary arrangements with a mix of analytical approaches and specialized advisory options.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Jomo H

Series 63, Series 65

Largo, MD

Hornor, Townsend & Kent, LLC

Jomo Hylton is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include work with Penn Mutual Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of financial advising, he is involved in retail sales of art through Amana Media, LLC, and owns a music and film production business called Amarna LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services and works with third-party asset managers to provide tailored investment strategies.

Business succession planning Wealth management
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Michael M

Series 63, Series 66

Arnold, MD

Osaic Advisory Services, LLC

Michael Mc Guire is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Securities America, Inc., Crump Life Insurance Services, and Bankers Life. Outside of his advisory work, he is involved in selling sports cards on eBay and delivers food through DoorDash. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including high-net-worth individuals, pension plans, corporations, charities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, combining fundamental and technical analysis with platform relationships and third-party manager collaborations.

Annuities
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Walter W

CFP®, Series 66

Annapolis, MD

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Walter Worley IV is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with United Planners' Financial Services of America as a limited partner and also serves as president of W1 Wealth LLC. His prior work includes positions at Chesapeake Capital Associates, LLC and Fi360. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients, including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a variety of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Damon R

Series 63, Series 65

Bowie, MD

Wealth Enhancement Advisory Services, LLC

Damon Ridley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at LPL Financial and the Householder Group Estate & Retirement Specialists. He has been involved in realty since 2007 alongside his advisory career. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management, quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Jason L

Series 65, Series 63

Severna Park, MD

AE Wealth Management, LLC

Jason Labarge is a financial advisor with AE Wealth Management, LLC and holds Series 65 and Series 63 licenses. He has 13 years of industry experience and has worked with firms including Madison Avenue Securities, Cetera, and Summit Financial Group. Outside of his advisory role, Labarge serves as treasurer for the Annapolis and Anne Arundel County Coalition to End Homelessness and is an author of a recently published book. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Justin B

Series 63, Series 65

Odenton, MD

First Command Advisory Services

Justin Beers is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he served in the US Navy and worked at Booz Allen Hamilton and Zenetex. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using model portfolios designed and managed by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Marharita Sophia T

Series 66

Annapolis, MD

Centaurus Financial, Inc.

Marharita Sophia Tavpash is a financial advisor with Centaurus Financial, Inc. in Annapolis, MD, holding a Series 66 credential and four years of industry experience. She previously worked at Morgan Stanley and has held various roles including financial analysis and business development. Outside of her advisory work, she has been involved in business development activities through Amway. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary management approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Robert H

Series 66

Annapolis, MD

First Command Advisory Services

Robert Hansen II is a Series 66 credentialed advisor with eight years of industry experience. He has been with First Command Advisory Services and affiliated First Command entities since 2017. Prior to this, he worked for Kwikpoint, LLC for six years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Paul W

Series 66

Severna Park, MD

Integrated Wealth Concepts LLC

Paul Weaver is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2015, with additional experience at Osman Leasing LLC and Texas Road House. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach and employing third-party custodians for client assets.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
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Christopher G

Series 63, Series 65

Annapolis, MD

Guardian Life

Christopher Gill is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Edward J Gill & Associates since 2010 and has been with Guardian Life and Park Avenue Securities since 2016. Outside of his advisory role, Gill serves as Treasurer for the Council of Unit Owners of Forest Office Park Condominium and as Vice President of the Maryland Anglers-Bass Fishing Club. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored client solutions combining advisor-led discretionary management and model-based strategies, with access to proprietary and third-party investment platforms and insurance products.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Beverly T

Series 63, Series 66

Bowie, MD

PNC Wealth Management

Beverly Thomas is a financial advisor at PNC Wealth Management in Bowie, MD, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with PNC Wealth Management since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm's approach involves algorithm-driven risk assessment and portfolio implementation via approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Donna M

Series 63, Series 65

Severna Park, MD

Creative Planning

Donna Morris is a financial advisor at Creative Planning with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Transamerica Retirement Advisors, Diversified Investors Securities Corp., and Transamerica Investors Securities Corp. since 2003. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a broad range of retirement plan services.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Christopher M

Series 65, Series 63

Annapolis, MD

First Command Advisory Services

Christopher Morris is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to his advisory career, he served eight years in the British Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Melanie T

Series 66

Bowie, MD

Eagle Strategies (NY Life)

Melanie Terry is a financial advisor with Eagle Strategies (NY Life) based in Bowie, MD, holding a Series 66 designation and 26 years of industry experience. She has been associated with Eagle Strategies since 2000 and operates under the DBA Harbor Financial Group for selling New York Life products and brokering non-registered insurance products. Outside of her advisory work, she serves as Treasurer and Officer of the Southeastern Laurel Howard Chapter of the Continental Societies Inc., a public service organization focused on programs for children in need. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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