Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Robyn H
Series 66, Series 63
Middle River, MD
Empower Advisory Group
Robyn Hawkins is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 designations and 14 years of industry experience. She has worked at firms including Merrill, Prudential, and Empower Retirement. Outside of her advisory role, Robyn teaches English to refugee students with Strong City Baltimore and serves as a camp leader for Baltimore County Recreation and Parks. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders through an integrated model tied to Empower’s recordkeeping and administrative platforms.
Dylan V
Series 66
Owings Mills, MD
T. Rowe Price Advisory Services, Inc.
Dylan Vasbinder is a Series 66 licensed financial advisor at T. Rowe Price Advisory Services, Inc. with five years of industry experience. His prior roles include positions at Edward Jones and Morgan Stanley. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using T. Rowe Price mutual funds and ETFs. The service offers financial plans and ongoing reviews supported by an interactive online tool and telephone access to advisors.
Kalen B
CFP®, Series 63, Series 65
Towson, MD
Private Advisor Group, LLC
Kalen Baxter is a financial advisor with Private Advisor Group, LLC and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at LPL Financial, Joseph Klein Associates, and New England Securities. He is involved with Joseph Klein Associates, which operates as a registered investment advisory business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and utilizes a combination of technology platforms and third-party managers to implement client strategies.
David C
Series 66
Owings Mills, MD
T. Rowe Price Advisory Services, Inc.
David Cosimano is a Series 66-licensed financial advisor with T. Rowe Price Advisory Services, Inc. He has one year of industry experience and has held previous positions at T. Rowe Price, FIS Global, Caruso, Smith, Picini, and Wells Fargo Advisors. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management to individual investors and households, using proprietary mutual funds and ETFs with a goals-based approach supported by online tools and telephone access to advisors.
Michael Y
ChFC®, Series 63, Series 65
Hunt Valley, MD
Guardian Life
Michael Yanchoris is a financial advisor with Guardian Life in Hunt Valley, MD, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has been with Guardian Life and its affiliated entities for 15 years. Outside of his role at Guardian, he is involved in a separate insurance-related business. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary investment solutions.
Alexander F
CFP®, CFA®, Series 66
Towson, MD
Cerity partners LLC
Alexander Faber is a financial advisor at Cerity Partners LLC with eight years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His previous roles include positions at Maryland Capital Management, TIAA, and Wake Forest University. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, quantitative screening, and access to alternative and private market solutions.
Sean A
Series 65
Towson, MD
HB Wealth
Sean Anderson is a Series 65-registered financial advisor with three years of industry experience. He is currently with HB Wealth Management, LLC and previously worked at WMS Partners, LLC and Greenspring Advisors, LLC. Prior to his financial career, he attended Kenyon College. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a discretionary investment approach that integrates quantitative and qualitative due diligence across a range of public and private strategies and provides consolidated quarterly reporting aligned with clients’ objectives and risk tolerance.
Rachel S
Series 66
Owings Mills, MD
T. Rowe Price Advisory Services, Inc.
Rachel Sarecky is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 credential. She has one year of industry experience and previously worked at firms including Hospitality Asset Management Services, Leidos, and The Health Management Academy. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households with investable assets generally starting around $250,000 and employs strategies such as tax-aware rebalancing and Monte Carlo simulations for financial planning.
Patricia A
Series 63, Series 65
Timonium, MD
Equity Services, inc.
Patricia Almony is a financial advisor with Equity Services, Inc. and Worthington Financial Partners, holding Series 63 and Series 65 designations with 36 years of industry experience. Her career includes roles at SunTrust Advisory Services, M&T Securities, LPL Financial, and Uvest Financial Services. Outside of advising, she is involved in running a small business selling craft items and scrapbooking supplies and is a brand partner for a skincare and wellness company. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.
Joel A
Series 63, Series 66
Timonium, MD
Eagle Strategies (NY Life)
Joel Albert is a financial advisor with Eagle Strategies (NY Life) based in Timonium, MD. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to his current role, he was involved with Happy Paws Inc. for eight years. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, focusing primarily on non-discretionary asset management and tailored solutions aligned with client objectives.
Andrew R
CFA®, Series 65
Towson, MD
Cerity partners LLC
Andrew Riehl is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently an advisor at Cerity Partners LLC, where he has worked since 2023. Prior to this, he was with Maryland Capital Management from 2018 to 2022 and Croft Leominster Investment Management from 2016 to 2017. Cerity Partners advises a broad client base that includes individuals, families, trusts, estates, business entities, charitable institutions, foundations, endowments, private funds, and other institutional investors. The firm provides customized wealth management services using a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.
Michele P
Series 63
Towson, MD
Janney Montgomery Scott
Michele Peele is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Merrill. Michele is also a commissioned Notary Public for the State of Maryland, providing notary services to clients on a volunteer basis. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs.
Matthew G
Series 66, Series 63
Owings Mills, MD
T. Rowe Price Advisory Services, Inc.
Matthew Grayson is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 66 and Series 63 credentials and 10 years of industry experience. He has been with T. Rowe Price since 2015. Outside of his advisory work, he serves as a swimming official for the Maryland Officials Club. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households with an emphasis on retirement goals, using model portfolios and an online planning tool supported by telephone access to advisors.
Hugh P
Series 65
Towson, MD
HB Wealth
Hugh Palmer is a Series 65 credentialed advisor at HB Wealth with six years of industry experience. His prior work includes six years at WMS Partners and two years of service in the United States Army. Outside of advising, he leads a project reviewing and updating several family partnerships through FWP LLC. HB Wealth Management provides wealth management, investment management, and financial planning to a wide range of clients, including individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm combines quantitative and qualitative due diligence across diverse public and private strategies and offers services such as outsourced chief investment officer (OCIO) and institutional advisory solutions.
Bryan K
Series 65
Towson, MD
HB Wealth
Bryan Kelly is a financial advisor at HB Wealth with a Series 65 designation and two years of industry experience. He has worked at several firms including WMS Partners, LLC and Stifel, and has coached boys club lacrosse with FCA Maryland since 2018. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, and financial planning services, employing a disciplined investment process that combines quantitative and qualitative due diligence across a range of public and private strategies.
John F
CFP®, Series 63, Series 66
Owings Mills, MD
T. Rowe Price Advisory Services, Inc.
John Fazzini Jr. is a CFP®-credentialed financial advisor with nine years of industry experience, currently with T. Rowe Price Advisory Services, Inc. since 2017. Prior to joining T. Rowe Price, he was affiliated with the University of Alabama for four years. Outside of his advisory role, he owns and operates a gardening design business called Commander in Leaf LLC. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households, using proprietary mutual funds and ETFs. The firm combines nondiscretionary goals-based planning with discretionary portfolio management and employs tax-aware strategies and Monte Carlo simulations in its planning process.
Olivia M
Series 66
Hunt Valley, MD
Truist Advisory Services
Olivia Mc Dermott is a financial advisor with Truist Advisory Services, holding a Series 66 designation and two years of industry experience. Prior to her current role, she worked in education with Baltimore County Public Schools and held various positions at the University of Maryland and McDonogh Summer Programs. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management strategies, utilizing third-party platforms and AI-enabled research tools to support investment decisions and manager selection.
Paul S
CFA®
Towson, MD
HB Wealth
Paul Speargas is a CFA® charterholder with 17 years of industry experience. He has worked at HB Wealth Management since 2025 and previously spent 17 years at WMS Partners. He serves as a board member and chair of the Investment Committee for Odyssey School, which focuses on language learning differences. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning to a diverse client base including individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also offers institutional advisory services and combines quantitative and qualitative due diligence across a broad range of public and private investment strategies.
Alyssa P
Series 66
Towson, MD
Janney Montgomery Scott
Alyssa Poremski is a Series 66 licensed financial advisor with Janney Montgomery Scott, where she has worked since 2020. She has four years of industry experience and previously held positions at The Open Door Child Care Center and Rebounders Gymnastics, among others. Janney Montgomery Scott LLC 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, corporate and retirement plan sponsors, and charitable and municipal clients, offering a range of brokerage, financial planning, and advisory services.
Mitchel P
CFA®, Series 66
Reisterstown, MD
Oppenheimer
Mitchel Penn is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He is currently with Oppenheimer, where he has worked since 2021. His prior experience includes roles at Janney Montgomery Scott, ClearBridge Investments, and Legg Mason Wood Walker, Incorporated. Oppenheimer serves a diverse client base, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a wide range of advisory programs involving equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary investment strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide