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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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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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Elizabeth H

Series 66

Fallston, MD

Commonwealth Financial Network

Elizabeth Hartman is a financial advisor with Commonwealth Financial Network in Fallston, MD, holding a Series 66 designation and 27 years of industry experience. She has been associated with Commonwealth since 2002 and is also the president and sole shareholder of Hartman Financial Inc., a securities business she founded in 2006. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who typically offer advice under Commonwealth’s supervision.

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

Series 66

Forest Hill, MD

Empower Advisory Group

Callum Krach is a financial advisor at Empower Advisory Group with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Coldwell Banker, and Mutual of Omaha. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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

Series 63, Series 65

Forest Hill, MD

PNC Wealth Management

Kenneth Buckner is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Cetera, among others. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees with PNC Bank online credentials. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third-party strategists.

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

Series 66

Phoenix, MD

PNC Wealth Management

Terese Hopper is a financial advisor at PNC Wealth Management with seven years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A. and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an online discretionary model account available by invitation to PNC Bank employees. The firm employs algorithm-driven portfolio recommendations and delegates investment implementation and proxy voting to third parties.

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

CFP®, Series 66

Fallston, MD

Commonwealth Financial Network

Michele Hartman is a CFP® professional with 15 years of industry experience, currently affiliated with Commonwealth Financial Network since 2015. She also owns Michele Hartman Financial Services, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support, including investment management, compliance, and practice-management services.

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

Series 66

Bel Air, MD

Commonwealth Financial Network

Ryan Flanders is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. He has worked at Commonwealth since 2018 and previously was affiliated with 1st Global Advisors, Inc. and 1st Global Capital Corp. Outside of his advisory role, Flanders is involved in tax preparation and accounting through his ownership of David A Flanders CPA, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, trading, technology, compliance, and practice-management support to affiliated advisors.

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

Series 66

Colora, MD

GWN Securities Inc.

Kenneth Arnold is a financial advisor with GWN Securities Inc. in Salisbury, MD, holding a Series 66 designation and five years of industry experience. Prior to joining GWN Securities, he worked at Benfield Electric Company, Inc. for 13 years. Arnold is also active as a life insurance agent, focusing primarily on term coverage and long-term care insurance through partnerships with New Directions Financial Group and Osborne Financial Group. Additionally, he serves as a SmartVestor Pro, providing investment guidance to clients referred by Dave Ramsey. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs and model portfolios, including strategies that combine traditional asset allocation with legacy market-timing and momentum-based approaches.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Louis D

CFP®, ChFC®, Series 63, Series 66

Bel Air, MD

Centaurus Financial, Inc.

Louis Defidelto is a CFP® and ChFC® with 22 years of experience in the financial industry. He has worked with Centaurus Financial, Inc. since 2011 and The Eagle Group Financial Advisors since 2004. In addition to his advisory career, he serves as a captain and flight officer for United Airlines. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers a range of financial planning and portfolio management solutions, utilizing both discretionary and non-discretionary approaches with various analytical methods and specialized advisory services.

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

Series 66, Series 63

Bel Air, MD

Janney Montgomery Scott

John Troiano is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc. for 11 years before joining Janney Montgomery Scott. Troiano serves as an ex officio, non-voting member of the Mann House alcoholism treatment program board, where he explains financial matters. 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 wide client base including individuals, families, trusts, estates, and institutional clients, offering a combination of brokerage, financial planning, and advisory services through various wrap programs and managed accounts.

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

Series 63, Series 65

Bel Air, MD

Integrity Alliance, LLC

Frederick Creutzer V is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Integrity Alliance since 2017 and operates Creutzer Financial Services, where he sells fixed insurance and fixed annuities. Integrity Alliance is a large advisory network with over 300 independent representatives managing approximately $5.4 billion in assets. The firm serves a diverse client base including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both wrap and non-wrap programs through various platforms and advisory approaches.

Annuities ESG / Sustainable investing
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