Large-firm advisors focused on dentist in Maryland

Hassan Al Kadhimi is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at J.P. Morgan Securities, JP Morgan Chase Bank, and TD Bank. He is also involved with NIHFCU Wealth Advisors, a DBA for his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of delivery options supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products.

James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Patrick Ferguson is a financial advisor at Intentional, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Commonwealth Financial Network. In addition to his advisory role, Ferguson is licensed to sell fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as retirement plan consulting for businesses and institutions. The firm combines fundamental, technical, and economic analysis in its investment approach and offers due diligence and monitoring of alternative and private investments for qualified investors.

Christina Cunningham is a Series 65 licensed financial advisor at Spire Wealth Management, LLC with six years of experience. She previously worked at Cardinal Wealth Management and First Financial Group, and has a background in education from the University of Dayton and Our Lady of Good Counsel High School. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and hybrid tax-aware allocations, as well as access to separately managed portfolios and wrap programs. The firm incorporates proprietary risk overlays and operates joint ventures to manage model portfolios for its clients.

David Cunningham is a financial advisor with Westbourne Investment Advisors Inc. in Annapolis, MD, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Westbourne Investment Advisors since 2007 and has been with Cunningham Capital Management, LLC since 2012. Westbourne Investment Advisors provides discretionary portfolio management to individuals, trusts, pension plans, and non-profit organizations. The firm employs an equity-oriented, buy-and-hold investment strategy supported by fundamental analysis and technical review, managing approximately $359 million across about 420 accounts.

Ethan Singer is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, and offers a range of specialized investment programs and financial services.

As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.

James Adams is the Senior Resident Director at Merrill Lynch Wealth Management. He has been a financial advisor with Merrill for the past 27 years, helping clients achieve their individualized financial goals. Based in the Augusta, GA area, James and his team coordinate the financial affairs of individuals across the United States. His areas of expertise include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, retirement income, and serving clients in sports and entertainment. James holds a Bachelor’s degree from the University of North Carolina System and a Master’s degree from the University of South Carolina System. He is also a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). James and his wife Claudia live in Aiken, South Carolina. Outside of work, he enjoys biking, boating, and golfing. He is also involved in the community as a board member of the United Way of the CSRA.

Paul Nelson is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Forvis Mazars LLP for six years. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

David Balmer is a financial advisor with Edward Jones in Anchorage, Alaska, holding a Series 66 designation and bringing eight years of industry experience. He has been with Edward Jones since 2017 and also serves in the United States Air Force Reserve. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Jeffrey Park is a financial advisor with Merrill, holding a Series 66 credential and seven years of industry experience. He has worked at Merrill in multiple capacities since 2011, with brief stints at JPMorgan Chase Bank and J.P. Morgan Securities in 2022. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs a range of program strategies and manager-constructed portfolios, with oversight from its CIO and platform management, and leverages its affiliation with Bank of America to support trading, lending, and capital markets activities.

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.

Wesley Pool is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at JPMorgan Securities LLC for seven years and has entrepreneurial experience with #TagMeBro LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s advisory process includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Willie Myles is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Equitable Advisors since 2016, previously affiliated with Axa Advisors. Outside of his advisory role, he serves as co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.