The Marshall Financial Group LLC

Mary Barone is a financial advisor with The Marshall Financial Group LLC in Salinas, CA, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She previously worked at Mutual Advisors, LLC for 12 years. Outside of her advisory role, she serves on the board of the City of Phoenix Civic Improvement Corporation and is involved with the Ferrari Club of America’s Monterey Peninsula Chapter. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm offers fee-based asset management and comprehensive financial planning, building individualized portfolios using mutual funds, ETFs, and managed stock sleeves guided by asset-allocation models and third-party software.

Denton Lane is a financial advisor with The Marshall Financial Group LLC in Hunt Valley, MD. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Farther Finance Advisors, Merrill Edge, and Bank of America Merrill Lynch. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm builds individualized portfolios based on client risk tolerance and objectives, typically utilizing mutual funds, ETFs, and managed stock sleeves, and offers services such as asset management, retirement and estate planning, and client education seminars.

Kyle Levickas is a financial advisor with The Marshall Financial Group LLC, holding a Series 66 designation and five years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2019. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm offers fee-based asset management, retirement and estate planning, and education planning, utilizing asset-allocation models and third-party software to build individualized portfolios based on clients’ risk tolerance and objectives.

Agostino Pugliese is a financial advisor at The Marshall Financial Group LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, SSN Advisory, Inc., and Securities Service Network, Inc. Pugliese occasionally provides advice related to fixed insurance as part of his professional activities. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm manages roughly $593 million in advisory assets and offers services including fee-based asset management, retirement and estate planning, and education planning, using individualized portfolios based on client risk tolerance and objectives.

Sheryl Parks is a CFP® with 29 years of industry experience and is currently with The Marshall Financial Group LLC. She has held positions at Purshe Kaplan Sterling Investments and SSN Advisory, Inc. among others. In addition to her financial advisory work, she has served as an associate professor at the Community College of Baltimore County since 1987 and volunteers at monthly educational workshops on divorce-related financial topics. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm offers services including fee-based asset management, retirement and estate planning, and education planning, employing asset-allocation models and a mix of mutual funds, ETFs, and managed stock portfolios tailored to client risk tolerance and objectives.

Christopher Barnes is a financial advisor at The Marshall Financial Group LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments for 21 years. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm utilizes individualized portfolios based on client risk tolerance and objectives, employing mutual funds, ETFs, and managed stock sleeves supported by asset-allocation models and third-party software.

Peter Marshall is a financial advisor with The Marshall Financial Group LLC in Hunt Valley, MD, holding a Series 66 designation and 25 years of industry experience. He has been with The Marshall Financial Group since 2005 and previously worked at Purshe Kaplan Sterling Investments and SSN Advisory, Inc. Outside of advisory work, he is involved in fixed and traditional insurance sales through PKS Financial. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $593 million in assets and offers services including fee-based asset management, retirement and estate planning, education planning, and managed stock accounts, using asset-allocation models and third-party software to build individualized portfolios.

Thomas Arasz is a CFP® with two years of industry experience, currently serving as an advisor at The Marshall Financial Group LLC. He previously worked at Bmore Financially Fit, LLC and Your Financial Pharmacist, and has experience in insurance and healthcare organizations. The Marshall Financial Group LLC is a team-based registered investment adviser managing approximately $593 million in assets for individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm builds individualized portfolios using mutual funds, ETFs, and managed stock sleeves, employing asset-allocation models and third-party software, and offers services including retirement planning, cash-flow analysis, and client education seminars.

Cheryl Stuart is a financial advisor with The Marshall Financial Group LLC, holding a Series 63 designation and bringing 43 years of industry experience. She is the founder and president of Stuart Associates, Inc., an advisory firm specializing in securities and financial planning since 1984. Outside of her advisory work, she is the owner and controlling member of Historic Properties Preservation, LLC, which focuses on the acquisition and restoration of historic investment properties. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $593 million in assets, offering services such as fee-based asset management, retirement and estate planning, and education planning, with a portfolio approach centered on asset allocation models and a mix of mutual funds, ETFs, and managed stock accounts.

Thomas Mc Andrew is a financial advisor with The Marshall Financial Group LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Raymond James Financial Services, Inc. and CVI Financial LLC. He also serves as a Client Service and Operations Specialist at Marshall Financial Group. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm offers fee-based asset management and planning services, building individualized portfolios using mutual funds, ETFs, and managed stock sleeves based on clients’ risk tolerance and objectives.

Andrew Hasz is a financial advisor with The Marshall Financial Group LLC, holding a Series 66 designation and four years of industry experience. He has worked at The Marshall Financial Group and Purshe Kaplan Sterling Investments since 2021 and previously held roles at IMPAQ International LLC and Lindenwood University. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $593 million in assets and offers services including fee-based asset management, retirement and estate planning, education planning, and managed stock accounts, using individualized portfolios based on client risk tolerance and objectives.

Tyler Kang is a financial advisor at The Marshall Financial Group LLC with Series 63 and 66 licenses and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and JPMorgan Securities. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm provides fee-based asset management, retirement and estate planning, education planning, and managed stock and mutual fund investing, utilizing individualized portfolios based on client risk tolerance and objectives.

John Armstrong is a CFP® professional with 16 years of industry experience, currently serving at The Marshall Financial Group LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Pacer Financial, T. Rowe Price, and Campbell & Company. He is dually registered with Purshe Kaplan Sterling as a broker-dealer. The Marshall Financial Group LLC is a team-based registered investment adviser managing approximately $593 million in assets for individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm builds individualized portfolios using mutual funds, ETFs, and managed stock sleeves, employing asset-allocation models and third-party software to guide investment selection and risk management.