Jemma Financial Services

Brian Nelson is a financial advisor with Jemma Financial Services in Baltimore, MD, holding Series 63 and Series 66 licenses and over 32 years of industry experience. He is the founder and president of Harborside Sales Group, where he oversees sales and marketing functions, and serves as president of Cromwell Investment Advisors, which provides advisory services to mutual funds and ETFs. Nelson also holds a treasurer position on the board of Total Fund Solutions. Jemma Financial Services advises individual investors, pension plans, and charities, managing approximately $140 million across five advisors. The firm offers discretionary portfolio management through five risk-targeted model portfolios, integrating financial planning within its portfolio services and using quantitative and qualitative screening methods alongside third-party analytics to select ETFs and mutual funds.

William Cevallos is a CFA® charterholder with seven years of industry experience. He has worked at Jemma Financial Services since 2019 and spent 22 years at PNC Bank prior to that. Jemma Financial Services is a team of five advisors managing approximately $140 million for individual investors, pension plans, and charities. The firm offers discretionary portfolio management through five risk-targeted model portfolios and integrates financial planning within its services, using quantitative and qualitative criteria to select ETFs and mutual funds.

Stephen Baird is a CFP® with 19 years of industry experience, currently serving at Jemma Financial Services. He has held roles at several firms including Harborside Sales Group, LLC and Foreside Fund Services, LLC. In addition to his advisory work, he is a board member of the MECP2 Duplication Foundation, a public charity that supports families and furthers research. Jemma Financial Services advises individuals, pension plans, and charities, managing approximately $140 million across five advisors. The firm offers discretionary portfolio management based on five risk-targeted model portfolios, integrates financial planning using MoneyGuidePro, and employs quantitative and qualitative screening with daily model monitoring.

Gay Wagner is a financial advisor at Jemma Financial Services with 11 years of industry experience. Wagner holds Series 63, 65, and 66 licenses and has worked at Jemma Investment Advisors since 2021, following seven years at Brown Advisory and a year at Merrill. Jemma Financial Services advises individual investors—including high-net-worth clients—as well as pension plans, charities, and other entities, managing approximately $140 million across five advisors. The firm offers discretionary portfolio management based on five risk-targeted model portfolios and integrates financial planning into its portfolio services using MoneyGuidePro.

Katharine Dudley is a financial advisor at Jemma Financial Services in Baltimore, MD, holding Series 63 and Series 65 licenses with six years of industry experience. She has worked at Jemma Investment Advisors LLC since 2018 and previously held roles at Becket Hitch, LLC and J. Hillburn Consultant. Dudley also serves as operations manager at JFS Advisory. Jemma Financial Services advises individual investors, pension plans, charities, and other entities, managing approximately $140 million across five advisors. The firm employs discretionary portfolio management centered on five risk-targeted model portfolios and integrates financial planning into its portfolio services using MoneyGuidePro.