Broker Check
Account Login

ADVISORS

Scott Schuebel

Scott Schuebel, CFS, AIF

Founding Partner & Financial Professional

(410) 584-7444

(410) 785-7655

Craig Scornavacca

Craig Scornavacca

 

Group Benefits & Retirement Plans

(410) 773-8367

(410) 785-7655

Kelby Gelston

Kelby Gelston

 

Wealth Management & Retirement Income Planning

(410) 571-5113

(410) 785-7655

Timothy McDonough

Timothy McDonough, CFP®

 

Director of Financial Planning

(202) 494-5999

(410) 785-7655

Peter Paris

Peter R. Paris, CFP®, CRPC®

 

Wealth Management & Retirement Planning

(443) 492-6611

(410) 773-4488

Sarah Santeufemio

Sarah Santeufemio, CFP®

 

Financial Planner & Retirement Planning

(410) 773-4469

Frank Weiss

Frank Weiss, CLTC CLU AEP

Estate Planning, Special Needs & Gifting Strategies

(410) 773-8325

(410) 785-7655

Elizabeth Smith

Elizabeth Smith, ChSNC

Financial Planner

443-528-3659

410-510-1285

Robert Link

Robert Link, CRPC®

Wealth Management & Retirement Planning

410-773-8349

INTERNAL SUPPORT

Charles Talbott

Charles F. Talbott

 

Insurance & Annuity Specialist

(410) 773-8346

(410) 773-4488

Daniel LLewellyn, Jr.

Daniel "DJ" Llewellyn

 

Retirement Plan Coordinator

(410) 773-4450

Timothy Dupont

Timothy R. Dupont

 

Investment Specialist

(410) 773-4445

(410) 785-7655

Natalie Ratcliffe

 

Marketing Coordinator

4105995110