Seasoned 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.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.