ADVISOR BIO

Donald Stone is a financial advisor with UBS Financial Services Inc. located in HUNT VALLEY, MD. Donald has been in the industry since 1983 and has a wide range of experience in the financial services industry. Donald is registered to provide investment advice in Maryland and Texas. Donald has held various positions in the financial services industry, including positions with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Donald is a Series 7, Series 31, and Series 63 licensed representative, and holds a Series 65 license as well. Donald is committed to providing his clients with personalized financial advice and investment solutions.

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ADVISOR BIO

Donald Kellerman has been in the financial industry since June 19, 1997. Donald is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously been registered with CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC. Donald holds the Series 31, Series 7, Series 63 and Series 65 licenses, along with the SIE exam.

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ADVISOR BIO

Donald Orin Andrus is a financial advisor with over 15 years of experience in the financial services industry. Donald is currently registered with Navy Federal Investment Services, LLC and holds licenses in several states, including Maryland, Florida, Pennsylvania, and Texas. Before joining Navy Federal Investment Services, LLC, Donald held positions at firms such as Lincoln Financial Advisors Corporation and AXA Advisors, LLC. He holds several licenses, including Series 7, Series 24, Series 66, and Series 99TO. Donald specializes in working with high-net-worth individuals and individuals other than high-net-worth.

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ADVISOR BIO

Donald Mattran is a financial advisor and investment advisor representative for Foundry Wealth Advisors, LLC. Donald has been in the financial services industry for over 25 years, most recently joining Foundry Wealth Advisors, LLC in 2016. Donald has experience in a variety of financial services areas and specializes in financial planning, portfolio management for individuals, and selection of other advisors. Donald is registered to provide investment advisory services in Maryland and Texas.

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ADVISOR BIO

Donald Worden is a financial professional with over 11 years of experience in the industry. Donald is currently registered with T. Rowe Price Investment Services, Inc. in Owings Mills, MD. Donald has previously worked at Empower Financial Services, Inc., MML Distributors, LLC and Hartford Securities Distribution Company, Inc. Donald holds Series 6, Series 63 and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and 53 states.

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ADVISOR BIO

Donald Arthur Chomas is a financial advisor with UBS Financial Services Inc. He is a registered representative in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia, and Wisconsin. Donald is also registered as an investment advisor in District of Columbia, Maryland, Pennsylvania, and Texas. He has been in the securities industry since January 23, 1992. Before joining UBS Financial Services Inc. in November 2013, Donald worked at MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., and LEGG MASON WOOD WALKER, INCORPORATED.

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ADVISOR BIO

Donald Monroe is a financial advisor with over 20 years of experience in the financial services industry. Donald has held positions with several leading firms including Merrill Lynch, Morgan Stanley, and currently with Wells Fargo Clearing Services, LLC. Donald has a comprehensive understanding of the financial markets and provides a range of investment services to individuals, families, and businesses. Donald is committed to helping clients achieve their financial goals through personalized financial planning and investment strategies.

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ADVISOR BIO

Donald Farren is a financial advisor and investment advisor representative who has been working in the industry since 1978. Donald holds the Series 65 license and is a Certified Financial Planner. Donald is registered with the state of Maryland and works as a registered investment advisor representative at Wealthspire Advisors. Donald has a strong focus on financial planning and portfolio management. Donald has experience working with high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Donald H Weinle is a financial advisor with T. Rowe Price Advisory Services, Inc. Donald has been in the financial services industry for 8 years. He is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). He has a Series 6, 7 and 66 licenses, as well as the SIE exam. He is also registered with the state of Maryland, as an investment advisor. His registration with T. Rowe Price Advisory Services, Inc. began on 11/28/2022. Before joining T. Rowe Price Advisory Services, Inc. Donald worked with T. ROWE PRICE INVESTMENT SERVICES, INC. from 08/30/2013 to 02/03/2020.

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ADVISOR BIO

Donald Nathan Hoffman is a financial advisor with over 20 years of experience in the industry. Donald has been with Prosperity - An Eisneramper Co. since 2011. Donald is a registered representative and investment advisor. Donald holds the Series 7, Series 66 and SIE licenses. Donald is a licensed representative in Delaware, Florida, Illinois, Maryland, Pennsylvania, South Carolina, Texas and Virginia. Donald specializes in financial planning, portfolio management and pension consulting.

SPECIALIZATIONS