ADVISOR BIO

Colby Allen Buss is a financial advisor with UBS Financial Services Inc. Colby has been in the financial industry since 2012 and is registered with FINRA and the states of Maryland and Texas. Colby holds Series 66, SIE, and Series 7 licenses and is a Certified Financial Planner. Colby specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Cole Allsopp is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Annapolis, Maryland. Cole has been in the industry since 2015 and has a wide range of experience. Cole holds Series 66, SIE, and Series 7 licenses and is registered to provide investment advice in several states, including Maryland, Texas, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia. Cole is also registered as an investment advisor representative in Maryland and Texas.

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ADVISOR BIO

Cole Mccain Draper is a financial advisor with LPL Enterprise, LLC in Rockville, MD. Cole has been working in the financial industry since 2021 and has experience in various areas, including financial planning and portfolio management. Cole is registered to provide investment advice in Arizona, California, District of Columbia, Indiana, Maine, Maryland, North Carolina, Texas, and Virginia.

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ADVISOR BIO

Coleen Kramer Beal is a financial advisor at Janney Montgomery Scott LLC. Coleen has been in the financial services industry since 2001 and holds a Series 7, 9, 10, 63, and 65 licenses. Coleen specializes in working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Coleen is a member of the Carroll County Chamber of Commerce and is also involved in other community organizations. Coleen has a strong commitment to her clients and strives to provide them with the highest quality financial advice.

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ADVISOR BIO

Coleman Walsh is a registered representative with B. C. Ziegler And Co. Coleman passed the Securities Industry Essentials Examination (SIE) on 11/3/2023 and the Investment Banking Registered Representative Examination on 5/21/2024. Coleman has been in the industry since 5/21/2024 and is currently registered with FINRA. Coleman is located in the Bethesda, MD office of B. C. Ziegler And Co.

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ADVISOR BIO

Colin Andrew Meeks is a financial advisor who has been in the industry since 1994. Colin is currently registered with LPL Financial LLC in Baltimore, MD. Colin has a broad range of experience in the financial services industry, having previously worked for National Planning Corporation, ING Financial Partners, Inc., Locust Street Securities, Inc., Signator Investors, Inc., John Hancock Mutual Life Insurance Company, and F.N. Wolf & Co., Inc. Colin has a number of professional licenses and designations including Series 63, Series 51, Series 24, Series 7, and SIE. Colin is also a Certified Financial Planner. Colin provides a range of services to individuals and businesses, including financial planning, portfolio management, and investment consulting.

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ADVISOR BIO

Colin Larsen is an Investment Advisor Representative registered with the state of Maryland and is associated with Pennington Partners & Co., LLC.

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ADVISOR BIO

Colin T. Roddy is a financial advisor with Wells Fargo Clearing Services, LLC. Colin has been in the financial services industry since December 2016. Colin works primarily with individuals and businesses, and provides investment consulting services. Colin is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Maryland.

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ADVISOR BIO

Colin Guyott is a financial advisor who is registered with FINRA. Colin is currently employed by Morgan Stanley & Co. LLC and has been with the firm since June 11, 2013. Colin has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99).

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ADVISOR BIO

Colin Walsh Kimpel is a financial advisor with over 19 years of experience in the industry. Colin is currently registered with MML Investors Services, LLC and has held registrations in multiple states. Colin is licensed to offer a range of financial products and services including asset allocation, financial planning, and portfolio management for individuals and businesses.

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