The Kelly Group

Jacob Adkins is a CFP® and holds a Series 65 license with six years of industry experience. He has been with The Kelly Group since 2018, following prior roles at AXA Advisors, First National Bank, and Salisbury University. The Kelly Group serves individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing approximately $1.13 billion in assets for over 1,000 clients through a team of 15 advisors. The firm employs a team-based approach with diversified model allocations, primarily using institutional mutual funds and active managers, combined with ongoing monitoring and behavioral coaching.

Richard Fletcher is a CFP® professional with 34 years of industry experience. He has been with The Kelly Group since 2013 and previously worked at firms including Cambridge Investment Research Advisors, EF Legacy Securities, Edelman Financial Services, and Fidelity. The Kelly Group serves individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing over $1 billion in regulatory assets through a team-based approach. The firm emphasizes diversified model portfolios, active management when appropriate, and ongoing monitoring combined with financial planning and behavioral coaching.

Jordan Heaps is a CFP® professional with eight years of industry experience. He has worked at The Kelly Financial Group since 2020 and previously spent five years with Cambridge Investment Research, Inc. He is based in Bel Air, MD. The Kelly Group serves individuals, families, trusts and estates, nonprofits, corporations, and qualified retirement plans, managing approximately $1.13 billion in assets for over 1,000 clients. The firm employs a team-based model with diversified portfolios focused on institutional mutual funds and offers comprehensive financial planning and investment advisory services.

Emily Smith is a Series 65 licensed advisor with The Kelly Group, bringing one year of industry experience. Prior to her current role, she worked at Johnson and Johnson and has a background that includes time at La Salle University and managing operations at Bomboy's Homemade Candy and Ice Cream. The Kelly Group serves individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing approximately $1.13 billion in assets with a team of 15 advisors. The firm employs a team-based approach with diversified model portfolios focused on active management, ongoing monitoring, and behavioral coaching.

William Ruff is a Series 65-licensed advisor at The Kelly Group with one year of experience. His prior work includes roles in education and the service industry, including positions at Towson University, James Madison University, Texas Roadhouse, and Chick-fil-A. The Kelly Group serves individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing approximately $1.13 billion in regulatory assets for over 1,000 clients. The firm employs a team-based model and focuses on diversified, actively managed portfolios complemented by ongoing monitoring, rebalancing, and behavioral coaching.

Lauren Madison is a financial advisor at The Kelly Group in Bel Air, MD, holding a Series 65 designation with three years of industry experience. She has worked at The Kelly Group since 2018 and previously held positions at PNC and Salisbury University. The Kelly Group serves individuals, families, trusts and estates, nonprofits, corporations, and qualified retirement plans, managing approximately $1.13 billion in assets across a team of 15 advisors. The firm employs a team-based model using diversified institutional mutual funds and active managers, offering services such as discretionary portfolio management and comprehensive financial planning.

Quinn Sutker is a financial advisor with The Kelly Group in Bel Air, MD, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining The Kelly Group, he worked at InFocus Financial Advisors and has academic experience from Salisbury University. The Kelly Group serves individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing over $1 billion in assets with a team of 15 advisors. The firm employs a team-based approach focused on diversified model portfolios, ongoing monitoring, and behavioral coaching to support long-term investment goals.

Michael Bertrand is a financial advisor at The Kelly Group with 24 years of industry experience. He holds a Series 65 designation and has been with The Kelly Group since 2003, previously working at Cambridge Investment Research, Inc. from 2005 to 2020. He serves as a board member for THE ARC NCR, a nonprofit organization. The Kelly Group provides advisory services to individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing approximately $1.13 billion in assets through a team of 15 advisors. The firm employs a team-based approach focused on diversified model portfolios and financial planning, incorporating active management and behavioral coaching.

Zachary Smith is a CFP® professional with five years of industry experience, currently serving at The Kelly Group. His prior roles include positions at OLIO Financial Planning and Partners in Financial Planning. Before entering the financial advisory field, he worked with the Virginia Tech Athletic Department and at Virginia Tech. The Kelly Group advises individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing over $1 billion in regulatory assets. The firm employs a team-based approach, using diversified model portfolios primarily made up of institutional mutual funds, and emphasizes ongoing monitoring and behavioral coaching.

Isaiah Smith is a financial advisor at The Kelly Group with a Series 65 designation and seven years of industry experience. He previously worked at Brown Advisory and BNY Mellon before joining The Kelly Group. The Kelly Group serves individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing about $1.13 billion in assets for over 1,000 clients through a team-based approach. The firm emphasizes diversified model portfolios with active management, ongoing monitoring, and behavioral coaching as part of its financial planning process.

Chad Arrington is a CFP® professional with 13 years of industry experience. He has been with The Kelly Group since 2010, with prior roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory work, he serves as Treasurer for the Greater Bel Air Community Foundation and as Director and Partner Liaison for the Financial Planning Association of Maryland. The Kelly Group is a team-based firm serving individuals, families, trusts, nonprofits, corporations, and qualified retirement plans. The firm manages approximately $1.13 billion in assets and employs diversified model portfolios primarily using institutional mutual funds, combined with ongoing monitoring and behavioral coaching.

Thomas Cusick is a Certified Financial Planner® with nine years of industry experience. He has been with The Kelly Group since 2017, with prior roles at Cambridge Investment Research and AXA Advisors LLC. Cusick serves as an officer for the Financial Planning Association of Maryland, contributing to the development of educational programming. The Kelly Group is a team of 15 advisors managing approximately $1.13 billion in assets for a diverse client base, including individuals, families, nonprofits, and corporations. The firm employs a team-based approach with CFP® professionals, utilizing diversified model portfolios and behavioral coaching to support long-term investment objectives.

Charles Wolpoff is a CFP® professional with 25 years of industry experience. He has worked at The Kelly Group since 2020 and held previous roles at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2013 to 2020. In addition to his advisory work, he teaches at Harford Community College. The Kelly Group serves individuals, families, trusts, estates, nonprofits, corporations, and qualified retirement plans, managing approximately $1.13 billion in assets for over 1,000 clients. The firm employs a team-based approach using diversified institutional mutual fund portfolios combined with ongoing monitoring, rebalancing, and behavioral coaching.

Bryan Kelly is a CFP® professional with 33 years of industry experience, currently serving at The Kelly Group in Bel Air, MD. His career includes over two decades at Cambridge Investment Research and a long tenure at The Kelly Group dating back to 1997. He serves as chairman of the board and an active board member of Upper Chesapeake Medical Center and holds leadership roles on other nonprofit and corporate boards. The Kelly Group advises individuals, families, trusts, estates, nonprofits, corporations, and qualified retirement plans, managing approximately $1.13 billion in assets through a team of 15 advisors. The firm employs a team-based model with a focus on diversified, actively managed portfolios combined with comprehensive financial planning and behavioral coaching.

Candace Clipper is a financial advisor at The Kelly Group with one year of industry experience. She holds a Series 65 designation and previously worked at Weinberg Financial Advisory for ten years. The Kelly Group serves individuals, families, trusts and estates, nonprofits, corporations, and qualified retirement plans, managing approximately $1.13 billion in assets for over 1,000 clients. The firm employs a team-based model focusing on diversified, actively managed portfolios combined with ongoing monitoring, behavioral coaching, and comprehensive financial planning services.