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Christopher O

CFP®, Series 63, Series 65

Bel Air, MD

Janney Montgomery Scott

Christopher Ozazewski is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Janney in 2019, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He also serves as a FINRA arbitrator in Washington, DC, dedicating time to resolving investment-related cases. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Michael C

Series 66

Bel Air, MD

Private Advisor Group, LLC

Michael Crumley III is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, LLC, SFG Wealth Management, LLC, Synergy Financial Group, and Towson University. Private Advisor Group, LLC serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various programs and third-party asset managers.

Retired Founder/Business Owner
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Eliot L

Series 66

Bel Air, MD

Janney Montgomery Scott

Eliot Latchaw is a Series 66 licensed financial advisor with Janney Montgomery Scott in Bel Air, MD, bringing one year of industry experience. Prior to joining Janney, he served for 30 years with the Baltimore County Police Department. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a broad range of brokerage, financial planning, and advisory services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Iuliia M

Series 66

Bel Air, MD

PNC Wealth Management

Iuliia Musiienko is a financial advisor at PNC Wealth Management with a Series 66 designation and one year of industry experience. Prior to joining PNC Wealth Management, she worked at PNC Bank and held roles in the retail and education sectors, including at Royal Farms, Mug and Mallet Seafood restaurant, and the International Education Agency "Sputnik Studenta." PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online, discretionary model account available by invitation to employees. The firm uses algorithmic questionnaires to recommend risk bands and implements portfolios with mutual funds and ETFs managed by PNC or third parties.

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

Series 66

Bel Air, MD

Private Advisor Group, LLC

Steven Maxwell is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Morgan Stanley & Co. LLC and Edward Jones. He is also an agent for National Life Group and Simplicity Group, providing non-variable insurance services. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Retired Founder/Business Owner
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Alexander H

Series 66

Perryville, MD

PNC Wealth Management

Alexander Henne is a financial advisor at PNC Wealth Management with a Series 66 designation and one year of industry experience. Prior to joining PNC Investments LLC, he held various roles including positions at Montgomery County Public Schools, One-Campaign, and Allegheny College. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that employs algorithm-driven risk assessment and delegated portfolio management using mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Richard F

Series 63, Series 65

Bel Air, MD

PNC Wealth Management

Richard Feliz is a financial advisor with PNC Wealth Management in Bel Air, MD, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with PNC Investments since 2012. Outside of finance, he has pursued a long-term career as a contract musician since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment strategies implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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David P

Series 63, Series 65

Bel Air, MD

Centaurus Financial, Inc.

David Pellegrino is a financial advisor at Centaurus Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Centaurus Financial since 2011. Pellegrino also serves as president of PFS Financial and The Eagle Group Financial Advisors. 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 the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, with assets managed under both discretionary and non-discretionary arrangements.

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

Series 66

Bel Air, MD

Truist Advisory Services

Wayne Griffin is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 36 years of industry experience. His career includes long-term roles at Scott & Stringfellow, Inc. and Bb&T Securities, LLC prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
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Patrick H

Series 63, Series 65

Elkton, MD

PNC Wealth Management

Patrick Horan is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Citizens Securities, Citizens Bank, KeyBank, Penn Mutual Life Insurance, and Hornor Townsend & Kent Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot that uses algorithm-driven risk assessments and delegated portfolio management with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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David S

CFP®, ChFC®, Series 63

Bel Air, MD

Commonwealth Financial Network

David Stauffer is a financial advisor with Commonwealth Financial Network based in Bel Air, MD. He holds the CFP® and ChFC® designations and has 35 years of industry experience. Since 1997, he has been associated with First Susquehanna Financial Group, Inc., where he serves as vice president and co-owner. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, compliance, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing, with advisors able to construct portfolios from diverse securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Joshua P

CFP®, Series 66

Bel Air, MD

Truist Advisory Services

Joshua Pratta is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021, and has prior experience at Merrill Lynch, Pierce, Fenner and Smith, Inc., and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
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Bradley M

ChFC®, Series 66

Bel Air, MD

Private Advisor Group, LLC

Bradley Mainster is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 66 license, and has 32 years of industry experience. He has worked at Private Advisor Group since 2019 and has been with LPL Financial since 2010. Outside of his advisory role, he is involved in selling fixed insurance products through Covenant Financial Strategies, Inc. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing a range of investment strategies and third-party asset management programs.

Retired Founder/Business Owner
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Jeremy P

Series 65, Series 63

Belcamp, MD

First Command Advisory Services

Jeremy Peloquin is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 licenses and six years of industry experience. His background includes roles at multiple First Command entities since 2018 and prior involvement with businesses such as Geeks Who Drink Pub Quiz and Earth Treks Climbing Gym. 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 various 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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Amber A

Series 65

Bel Air, MD

AE Wealth Management, LLC

Amber Alguire is a financial advisor at AE Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at several firms, including Verity Asset Management and Appreciation Financial. Outside of advising, she owns JasXel On The Hill LLC, an e-commerce business selling crafts and other items. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting advisors with internal consulting and licensing programs.

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

Series 63, Series 66

Elkton, MD

PNC Wealth Management

Josef Weiser is a financial advisor with PNC Wealth Management in Elkton, MD, holding Series 63 and Series 66 registrations and two years of industry experience. His prior roles include positions at Bank of America, Merrill, The Vanguard Group, and Wells Fargo Bank. Outside of finance, he is starting Pulse Consulting Strategies LLC, a business aimed at providing secret shopper and mock health inspection services to small local restaurants. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and managed model strategies primarily invested in mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Timothy H

Series 66

Bel Air, MD

Truist Advisory Services

Timothy Hyle is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2021, following roles at BB&T Securities and BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
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Julian B

Series 66

Bel Air, MD

Private Advisor Group, LLC

Julian Brown is a Series 66-credentialed advisor with Private Advisor Group, LLC, based in Bel Air, MD, and has four years of industry experience. He previously worked at LPL Financial and has held roles in both educational institutions and the private sector. Brown also serves as a board member for a nonprofit organization, Cousincation. Private Advisor Group serves individual, business, trust, estate, and charitable clients by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers and turnkey asset management platforms, with advisory solutions delivered through a network of investment adviser representatives who tailor strategies to meet client objectives.

Retired Founder/Business Owner
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Eric D

Series 66

Bel Air, MD

Janney Montgomery Scott

Eric Decker is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 25 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of advising, he has an interest in rental property management through a company that handles operations on his behalf. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Daniel F

Series 66

Abingdon, MD

Empower Advisory Group

Daniel Fuqua is a financial advisor with Empower Advisory Group in Abingdon, MD, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones and Anderson of Hunt Valley LLC. Outside of his advisory role, he operates an eBay business selling personal items such as clothing, sports cards, and comics. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services emphasize long-term portfolio returns and are closely integrated with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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