Top multi-generational wealth transfer financial advisors in Hagerstown, MD

Cort Meinelschmidt is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He previously worked at Capital Investment Group, Inc. and Sentinel Capital Solutions. Outside of his advisory role, Meinelschmidt is the president of Meinelschmidt Distillery. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers personalized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and a range of analytical methods.

Catharine Weber is a financial advisor at RBC Capital Markets with a Series 66 credential and three years of industry experience. She has worked at firms including City National Bank, Johnson, Gasink & Baxter, LLP, and Compass Wealth Strategies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies based on client risk profiles, utilizing both in-house and third-party managers.

Kelsi Munson is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory role, Munson serves on the board of The Children's Village in Hagerstown, MD, and creates and sells jewelry made from sea glass through a local consignment shop. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.

Gary Clark is a financial advisor at Chicago Capital Management Advisors, LLC with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Soar Financial LLC, American Trust Investment Services, Inc., and Nationwide Securities, LLC. Clark is also engaged in insurance brokering on a commission basis. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for over 600 households. The firm offers customized portfolio management and comprehensive financial planning services, utilizing a bottoms-up fundamental screening process and a multi-affiliate operating model to provide broad service and product access.

Toby Kline is a financial advisor at LPL Financial with 19 years of industry experience. He holds the CFP® and ChFC® credentials and has worked at LPL Financial since 2021. Prior to that, he was with M&T Securities for 13 years and has been associated with M&T Bank for 18 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies across discretionary and non-discretionary management approaches.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Bonikos is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients build, manage, and optimize their wealth through clear and disciplined strategies tailored to their goals. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. George's approach is rooted in curiosity, discipline, and a drive for continuous improvement. He aims to be a trusted partner for clients navigating complex financial decisions and planning for their financial futures. George holds a Bachelor of Science degree in Economics from Hunter College and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys adventure sports, camping, chess, cooking, fishing, hiking, music, reading, rock climbing, and spending time with his family.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.