Financial Council, LLC

William Leeb is a CFP® professional with 45 years of industry experience. He is currently with Financial Council, LLC, where he has worked since 2024, and he previously spent 17 years at Commonwealth Financial Network and 19 years with AIG Great Rate Plus Mortgage. Outside of his advisory work, he is a co-owner of Gin Mill, LLC, a real estate entity. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm utilizes model-based asset allocation strategies primarily using mutual funds, with a focus on quarterly market commentary and annual portfolio reviews.

Richard Tomaschefsky II is a CFP® professional with seven years of industry experience. He is currently with Financial Council, LLC and has held prior roles at Commonwealth Financial Network and Financial Council Asset Management Inc. Tomaschefsky also engages in fixed insurance sales as a secondary business activity. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm uses model asset allocation strategies, primarily through mutual funds, and conducts regular reviews and market commentary as part of its investment approach.

Lydia Durski is a CFP® professional with seven years of industry experience, currently serving as an advisor at Financial Council, LLC in Towson, MD. Her background includes roles at T Rowe Price and Commonwealth Financial Network. She has also been involved with Harford Gymnastics and Frederick Gymnastics in prior years. Financial Council, LLC provides discretionary investment management and advisory services using model-based asset allocation strategies for individuals, trusts, estates, charitable organizations, and corporations. The firm emphasizes periodic account reviews and implements client relationships primarily through mutual funds, maintaining discretion over portfolio rebalancing and fund management.

John Hauserman is a CFP® with 33 years of industry experience. He has worked at Financial Council, LLC since 2023 and previously spent 17 years at Commonwealth Financial Network and 27 years at Financial Council Asset Management. He is also President and CEO of Retirement Journey, Inc., a securities, advisory, and insurance business. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm uses model asset allocation strategies and offers retirement-plan rollover advice and periodic account reviews.

David Travis is a CFP® professional with 29 years of experience in the financial services industry. He has worked with Financial Council, LLC since 2023 and previously held roles at Commonwealth Financial Network and Financial Council, Inc. Outside of advising, he has been involved in tax preparation. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations primarily through model-based asset allocation strategies. The firm emphasizes regular portfolio reviews and manages client accounts with discretion over rebalancing and fund selection.

Dale Woodring is a financial advisor at Financial Council, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Financial Council entities since 2009, as well as with Commonwealth Financial Network since 2009. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations, using model asset allocation strategies primarily based on mutual funds. The firm maintains discretion over portfolio rebalancing and manager changes and offers regular market commentary and account reviews.

Jeffrey Reynolds is a CFP® and Series 66-registered advisor with 15 years of industry experience. He is currently with Financial Council, LLC, where he has worked since 2023, following prior roles with Commonwealth Financial Network and Financial Council, Inc. Financial Council, LLC provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, and corporations, using model asset allocation strategies primarily based on mutual funds. The firm emphasizes a model-based approach with quarterly market commentary and regular portfolio reviews.