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Michael C
Series 66
Bel Air, MD
Private Advisor Group, LLC
Michael Crumley III is a financial advisor at Private Advisor Group, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, SFG Wealth Management, and Synergy Financial Group. Crumley also provides investment advisory services through a hybrid registered investment advisor model at Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions and third-party investment platforms. The firm employs a fiduciary-based advisory model that uses various investment strategies and technology platforms to tailor solutions to client goals and risk tolerances.
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.
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.
Steven M
Series 66
Bel Air, MD
Private Advisor Group, LLC
Steven Maxwell is a financial advisor at Private Advisor Group, LLC, holding a Series 66 designation and possessing nine years of industry experience. His previous roles include positions at Morgan Stanley & Co. LLC and Edward Jones. He also serves as an agent for National Life Group and Simplicity Group in non-variable insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model utilizing both proprietary and third-party investment platforms and strategies.
Stephen P
CFP®, Series 63, Series 65
Forest Hill, MD
Commonwealth Financial Network
Stephen Pupa Jr. is a CFP® professional with 33 years of industry experience, affiliated with Commonwealth Financial Network. He has been associated with Commonwealth Equity Services, Inc. and First Susquehanna Financial Group, Inc. since 1997. Outside of his advisory work, he is involved in fixed insurance sales as an agent and operates Stephen Pupa, Inc., a securities-related company. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, and custodial services, serving both individual and institutional clients.
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.
Brian S
Series 66
Parkville, MD
Empower Advisory Group
Brian Stevenson is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2026. His prior experience includes roles at Merrill, Bank of America, and T. Rowe Price. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio returns through integrated planning and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.
Stephen R
Series 63, Series 66
Nottingham, MD
Empower Advisory Group
Stephen Ridge is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Empower Retirement, Bank of America, Merrill, TD Ameritrade Investment Management, and Scottrade. Ridge volunteers as an event coordinator for the Boy Scouts of America, assisting in planning sporting events. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
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.
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.
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.
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.
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.
Bradley M
ChFC®, Series 66
Bel Air, MD
Private Advisor Group, LLC
Bradley Mainster is a ChFC® and holds a Series 66 license with 33 years of industry experience. He has been with Private Advisor Group, LLC since 2019 and has also been associated with LPL Financial since 2010. Outside of advisory services, he is involved in selling fixed insurance products and operates Covenant Financial Strategies, Inc., a non-variable insurance business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that includes both discretionary and non-discretionary services using multiple investment strategies and third-party managers.
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.
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.
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.
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.
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.
Julian B
Series 66
Bel Air, MD
Private Advisor Group, LLC
Julian Brown is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, LLC. Brown also serves as a board member of Cousincation, a for-profit organization. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies implemented through third-party managers and technology platforms.
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