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.

Rodney Dir is a financial advisor with The Marshall Financial Group LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at TLG Advisors, Southport Capital, M Holdings Securities, Pacific Capital Strategies, and Crestwood Group. He also maintains a part-time involvement with TLG Advisors as an investment adviser representative. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, investment analysis, and planning services. The firm offers fee-based asset management using mutual funds, managed stock and ETF accounts, and held-away asset monitoring, with individualized portfolio design based on client objectives and risk tolerance.

Denton Lane is a financial advisor at The Marshall Financial Group LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Farther Finance Advisors, Merrill Edge, and Bank of America Merrill Lynch. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm provides portfolio management, investment analysis, and financial planning services, using individualized portfolios tailored to clients’ risk tolerance and objectives, and supplements its offerings with educational seminars and held-away asset monitoring.

Kyle Levickas is a financial advisor with The Marshall Financial Group LLC in Hunt Valley, MD. He holds a Series 66 designation and has six years of industry experience, including a prior role at Merrill from 2019 to 2025. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, investment analysis, and comprehensive planning services. The firm uses a combination of discretionary and non-discretionary management with customized portfolios based on client objectives and risk tolerance, and it offers educational seminars and held-away asset monitoring through third-party partnerships.

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® and holds a Series 65 license with three years of industry experience. He has worked at The Marshall Financial Group LLC since 2025 and previously gained experience at Bmore Financially Fit, LLC and Your Financial Pharmacist. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by offering portfolio management, investment analysis, and comprehensive planning services. The firm creates individualized portfolios based on client risk tolerance and objectives, utilizing both discretionary and non-discretionary management along with held-away asset monitoring and educational seminars.

Cheryl Stuart is a financial advisor at The Marshall Financial Group LLC with 43 years of industry experience. She holds a Series 63 designation and has previously worked at Commonwealth Financial Network for ten years. Stuart is the owner and president of Stuart Associates, Inc., an advisory firm she established in 1984. She is also involved with Historic Properties Preservation, LLC, which focuses on the acquisition and restoration of historic real estate. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, investment analysis, and planning services. The firm creates individualized portfolios based on client risk tolerance and objectives, offering both discretionary and non-discretionary management alongside educational seminars and held-away asset monitoring.

Thomas Mc Andrew is a financial advisor at The Marshall Financial Group LLC with 10 years of industry experience. He holds the Series 66 credential and has worked at firms including Raymond James Financial Services and CVI Financial LLC. In addition to his advisory role, he serves as a Client Service and Operations Specialist at Marshall Financial Group. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, investment analysis, and planning services. The firm develops individualized portfolios based on clients’ risk tolerance and objectives, offering both discretionary and non-discretionary management, and incorporates held-away asset monitoring alongside educational seminars.

Andrew Hasz is a financial advisor at The Marshall Financial Group LLC with four years of industry experience. He holds a Series 66 designation and has worked with firms including Purshe Kaplan Sterling Investments and IMPAQ International LLC. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by offering portfolio management, investment analysis, and planning services. The firm provides fee-based asset management with individualized portfolios based on client risk tolerance and objectives, utilizing third-party software and asset-allocation models.

Tyler Kang is a financial advisor at The Marshall Financial Group LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and JPMorgan Securities LLC. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by offering portfolio management, investment analysis, and comprehensive planning services. The firm uses a combination of discretionary and non-discretionary management, third-party software, and asset-allocation models to design individualized portfolios tailored to client objectives and risk tolerance.

John Armstrong is a CFP® with 17 years of industry experience. He is currently with The Marshall Financial Group LLC and Purshe Kaplan Sterling Investments, having previously worked at Pacer Financial, T. Rowe Price, Campbell & Company, and PRUCO Securities. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations with portfolio management, investment analysis, and planning services. The firm customizes portfolios based on client risk tolerance and objectives, offers both discretionary and non-discretionary management, and incorporates held-away asset monitoring and educational seminars in its service approach.