Towson, MD Office

Peter Sorensen is a financial advisor at HB Wealth with one year of industry experience. He holds a Series 65 designation and joined HB Wealth Management, LLC in 2025. His prior work includes positions at Bucknell University and various educational institutions. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, financial planning, and outsourced chief investment officer services, employing a combination of quantitative and qualitative analysis across public and private investment strategies.

Jeffrey Hill is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at HB Wealth Management, LLC since 2025 and was previously with Wms Partners LLC for 11 years. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with clients’ objectives and risk tolerance, combining quantitative and qualitative due diligence across a range of public and private investment strategies.

Chad Norfolk is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at HB Wealth Management, LLC. He previously worked for 11 years at WMS Partners, LLC. Norfolk holds the Series 66 license and is based in Towson, MD. HB Wealth Management is a registered investment adviser offering wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combined quantitative and qualitative investment process across a range of public and private strategies and provides outsourced chief investment officer and institutional advisory services.

Emilio Egea is a Series 65-licensed financial advisor with two years of industry experience. He has worked at HB Wealth (formerly WMS Partners, LLC) for four years and spent one year at Circle Wealth Management, LLC. Prior to his advisory career, he was affiliated with Loyola University for five years. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm combines quantitative and qualitative due diligence across a range of public and private investment strategies and offers both discretionary portfolio management and institutional advisory services.

Daniel Mento is a CFA® charterholder currently with HB Wealth, where he has worked since 2025, bringing a total of five years of industry experience. Prior to joining HB Wealth, he held roles at WMS Partners, LLC and Pinnacle Advisory Group. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth and investment management as well as financial planning, utilizing a combination of quantitative and qualitative due diligence across a diverse range of public and private investment strategies.

Amelia Huppert is a financial advisor at HB Wealth with a Series 65 credential and three years of industry experience. She previously worked at WMS Partners, LLC, Helion Technologies, and AALS, among other roles. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients and investment companies. The firm provides wealth and investment management, financial planning, and outsourced chief investment officer services, combining quantitative and qualitative research across public and private strategies.

Michael Mele is a CFA® charterholder based in Towson, MD, with three years of industry experience. He currently works at HB Wealth Management, LLC and previously held positions at WMS Partners, LLC, T. Rowe Price, and AstraZeneca. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with client objectives and risk tolerance, combining quantitative and qualitative due diligence across a range of public and private investment strategies.

Tyler French is a financial advisor at HB Wealth with a Series 65 designation and one year of industry experience. His prior experience includes roles at WMS Partners, Founders Financial, LLC, and Stepstone Group. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, and financial planning, with investment strategies that combine quantitative and qualitative due diligence across a range of public and private assets.

Thomas Neubauer Jr. is a financial advisor at HB Wealth with nine years of industry experience. He has held Series 63 and Series 66 designations and previously worked at T. Rowe Price Associates for nine years before joining HB Wealth in 2026. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm uses a combination of quantitative and qualitative due diligence across public and private investment strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Samuel Callard is a financial advisor at HB Wealth with nine years of industry experience. He holds a Series 65 credential and previously worked at WMS Partners, LLC. Outside of his advisory role, he serves as a trustee and chairman of the Investment Committee for the Baltimore Museum of Art. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also offers outsourced chief investment officer and institutional advisory services, managing portfolios using both public and private strategies across a broad range of investment vehicles.

Eric Bland is a CFA® charterholder with 10 years of industry experience. He currently serves as an advisor at HB Wealth Management, LLC, where he has worked since 2025, following a decade-long tenure at WMS Partners, LLC. Bland is a board member and treasurer for Mother Seton Academy, a nonprofit middle school. HB Wealth Management is a registered investment adviser offering wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combined quantitative and qualitative investment approach across public and private strategies and provides discretionary account management aligned with client objectives.

Meredith Mighty is a financial advisor at HB Wealth with 17 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Morgan Stanley, and Hornor Townsend & Kent. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management and employs a combined quantitative and qualitative investment approach across a wide range of public and private strategies.

Joel Houck is a financial advisor at HB Wealth with 21 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining HB Wealth in 2025, he worked at WMS Partners, Cicero Capital Partners, and Wells Fargo Securities. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm’s investment process integrates quantitative and qualitative due diligence across public and private strategies and includes managing registered investment companies and affiliated private funds.

Megan Belliveau is a financial advisor at HB Wealth with a Series 65 credential and two years of industry experience. She has previously worked at WMS Partners, LLC, and is actively involved as a high school football official with the Maryland Board of Football Officials. Outside of finance, she participates in football-related roles including game day assistance and chain crew duties for various football organizations and serves as a consultant for a cleaning company. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, financial planning, and OCIO services, employing a combination of quantitative and qualitative due diligence across public and private investment strategies.

Alexander Price is a CFP® professional at HB Wealth with seven years of industry experience. He previously worked at WMS Partners, LLC, and The Financial Consulate. Outside of finance, he has experience working at Fox Hollow Golf Course and Towson University. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combined quantitative and qualitative investment process across a range of public and private strategies and offers outsourced chief investment officer and institutional advisory services.