A complete list of active advisors currently associated with Founders Financial Securities, LLC

Warmer can help you find a great advisor at Founders Financial Securities, LLC or one who fits your needs even better.

Founders Financial Securities (FFS) provides investment advisory services to individuals (including high‑net‑worth clients), retirement plan sponsors, trusts, and corporate clients across an enterprise network of IARs managing roughly $4.1 billion in client assets. The firm offers multiple advisory platforms and services, including Independence Advisory accounts, a Managed Portfolio Program, the Freedom Capital Management Strategies suite (with co‑advised Private Wealth Solutions), third‑party manager access, held‑away 401(k) management, fee‑based variable annuities, financial planning, and 1031 exchange consulting. FFS delegates investment philosophies and portfolio construction to its investment adviser representatives (IARs), who operate under their own DBAs and may provide discretionary or non‑discretionary management, create model portfolios, or select unaffiliated sub‑advisors such as Orion and Maple Capital while the firm conducts due diligence and oversight. IARs use client information, risk questionnaires, and ongoing monitoring to set asset allocation and suitability, and the firm can serve in ERISA fiduciary roles (including 3(38) plan management) and provide participant education. Two features that differentiate FFS from many large enterprise advisors are a subscription‑based retirement guidance service (TheFreedomStrategies.com) for held‑away participant accounts and the firm’s broker‑dealer activities: FFS is SEC/FINRA‑registered, clears brokerage through Pershing, and permits IARs to act as registered representatives who may receive commissions on commissionable products, arrangements the brochure discloses can create conflicts of interest (including ticket‑charge sharing and custodian compensation arrangements with Axos). The firm also emphasizes niche offerings — such as 1031 exchange consulting and co‑advised private wealth portfolios with Maple Capital — reflecting a broader mix of product, custody and referral relationships than is typical for many peers.

To learn more about the advisors currently working at Founders Financial Securities, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Heather Aeschliman	Brighton, MI	9
Stefanie Agar	Oregon City, OR	1
Craig Alden	Reston, VA	27
Tiffany Amspacher	Frederick, MD	1
Steven Aquino	Westminster, MD	23
Thomas Archer	Brighton, MI	29
Marc Asher	Timonium, MD	26
Robert Barry Jr.	East Falmouth, MA	45
Nora Beauchot	Columbia City, IN	13
Cameron Bernadsky	Dayton, OH	21
Polina Bolotnikova	Timonium, MD	1
Bernard Bowhuis	Jenison, MI	42
Chad Bowhuis	Jenison, MI	13
Michael Brooks	Ramrod Key, FL	31
Jodi Brush	Oregon City, OR	22
Bruce Cain	Anderson, IN	31
Jacob Caldwell	Martinsburg, WV	4
Jesse Colgan	West Chester, PA	5
Raymond Comiskey III	Troy, MI	12
Eric Dallavalle	Frederick, MD	26
John Dallavalle	Frederick, MD	38
Mark Darrell	Finksburg, MD	40
Linda Derickson	Berlin, MD	32
Christopher Di Pietro	Towson, MD	7
John Donaghy	Johns Island, SC	19
John Donohue III	Bel Air, MD	20
Andrew Douglas	Hockessin, DE	12
Michael Enwezor	Towson, MD	5
Beth Estabrook	Lutherville Timonium, MD	18
Jay Estabrook	Lutherville Timonium, MD	23
Cindy Everly	Williamsport, MD	21
Cameron Feyrer	Athol, MA	3
Clyde Ford	Fresno, CA	22
Joshua Fox	Caledonia, MI	23
James Frangenberg	Potomac, MD	22
Pierre Frediere	Fresno, CA	7
Paul Furton	Severna Park, MD	40
Robert Gentner	Lansing, MI	16
Thomas Gerhart	Lebanon, PA	25
Anthony Jacob Girard	Lansing, MI	4
Jeffery Gosen	Saginaw, MI	37
Manuel Goulart	San Ramon, CA	27
Ronald Hammons	Port Deposit, MD	21
Gregory Hart	Bel Air, MD	35
Christopher Herkert	Bellingham, WA	15
Patrick Herkert	Cedarburg, WI	14
Nick Hoffmann Jr.	Bixby, OK	33
Christopher Imbach	Baltimore, MD	35
Matthew Jones	Towson, MD	3
Anne Karlow	Berkley, MI	29
Bradley Kellen	Matthews, NC	21
William Kessler	Athol, MA	38
Joseph Knight	Towson, MD	17
Robert Korbey	Salem, NH	21
Matthew Kradel	Martinsburg, WV	14
Joseph Krcma	Towson, MD	28
Andrew Lambertson	Modesto, CA	19
Thomas Lampert	Brighton, MI	35
Timothy Lay	Sisters, OR	20
Alexander Lim	Columbia, MD	37
Steven Lim	Columbia, MD	10
Jane Maccubbin	Towson, MD	21
Emily Mascio	Finksburg, MD	11
Chester Mccord	Charlton, MA	39
Mitchell Mccord	Charlton, MA	11
Adam Miller	Sarasota, FL	32
Seth Miller	Miami, FL	—
Stevin Moses	Conroe, TX	28
Peter Murphy IV	Towson, MD	13
Luis Padilla	Sparks, MD	23
Emily Parent	Woodbridge, VA	9
Nicholas Parr	Fishers, IN	2
Peter Potestato	Chesterfield, MI	34
David Rea	Brighton, MI	16
Charles Reichelt Jr.	Baltimore, MD	27
David Reid	Matthews, NC	21
Lisa Reid	Memphis, TN	4
Scott Reid	Memphis, TN	25
Bryan Rigg	Dallas, TX	19
Charles Roberts	Salem, NH	23
Marsha Rosenberg	Towson, MD	31
William Rowe II	Dayton, OH	23
David Ryan	Imperial, MO	13
Ryan Schacht	Brighton, MI	19
Brian Schlosser	Milford, OH	31
Christopher Schwarzkoff	Chesterfield, MI	9
Thomas Senseney Jr.	Frederick, MD	12
Bradley Shepherd	Towson, MD	33
Brooks Shertzer	Bel Air, MD	9
Gary Siano	West Chester, PA	41
Michelle Siano	West Chester, PA	12
Victor Simon	Severna Park, MD	34
Eric Somsel Jr.	Troy, MI	10
Lisa Spitler	Brighton, MI	9
Neal Stanfield	Waco, TX	3
Ryan Staton	Timonium, MD	11
Kimberly Stewart	Delaware, OK	10
Margaret Swiess	Burr Ridge, IL	19
Devon Tan	Towson, MD	0
Stephen Tan	Columbia, MD	3
Jordan Taylor	Towson, MD	15
Michael Thomson Sr.	Bel Air, MD	31
Mark Timmick	Ellicott City, MD	18
Devin Walsh	Timonium, MD	9
William Walters III	Chadds Ford, PA	42
Douglas Waltz	Chadds Ford, PA	3
Jordan Weinberg	Timonium, MD	27
Jeffrey Wells	Oregon City, OR	10
Joanne Woiteshek	Chicago, IL	30
Chuckie Young	Martinsburg, WV	3
Brian Zabora	Towson, MD	31
Robert Zimmer	Westminster, MD	19
John Zinaich	Boonsboro, MD	25

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