ADVISOR BIO

Ivan Ramont Henderson has been in the financial services industry since October 24, 1999. Ivan is currently registered with State Farm VP Management Corp. and holds Series 6 and SIE licenses. Ivan is registered in Maryland and the District of Columbia.

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ADVISOR BIO

J. Clay Britt, Jr. is a financial advisor at Morgan Stanley with over 30 years of experience in the industry. J. Clay Britt, Jr. holds Series 7, 31 and 63 licenses, and has a Series 65 license as well. In addition to Morgan Stanley, J. Clay Britt, Jr. has held positions at Citigroup Global Markets Inc. and First Union Securities, Inc. J. Clay Britt, Jr. is registered with FINRA as well as in 41 states and is an investment advisor representative in Maryland and Texas.

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ADVISOR BIO

Jack Michael Herb is a registered representative with Park Avenue Securities LLC, based in Hunt Valley, MD. Jack has been in the industry since 2022 and holds Series 63, Series 6TO, and SIE licenses. Jack is experienced in providing financial planning and portfolio management services to individual clients.

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ADVISOR BIO

Jack Steven Mutchnik is a financial advisor who works at both Rockefeller Financial LLC and Rockefeller Capital Management. Jack has experience in the industry dating back to 2021 and is registered with FINRA and several states. Jack is a registered representative with Series 7TO and Series 66 licenses. Jack has a specialization in providing financial planning and portfolio management services for individuals and businesses.

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ADVISOR BIO

Jack Lawrence Blum is an active investment advisor representative, registered in 53 states and the District of Columbia. Jack is affiliated with J.P. Morgan Securities LLC and has been in the industry since September 2021. Jack Blum has passed the Series 7TO and SIE exams. Jack is also registered in 2 states as an Investment Advisor Representative. Jack is a Series 66 license holder.

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ADVISOR BIO

Jack Matthew Rogers is a financial advisor with Osaic Wealth, Inc. in Ellicott City, MD. Jack has been a financial advisor since 2017 and is a CERTIFIED FINANCIAL PLANNER™ professional. Jack is registered with the state of Maryland as a broker-dealer and investment advisor. Jack also holds Series 66, Series 7 and SIE licenses. Jack has experience working with a range of clients, including individuals, families, trusts, estates, and businesses. Jack specializes in providing financial planning services, investment management services, retirement planning services, and insurance planning services.

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ADVISOR BIO

Jack Arthur Ramey is a financial advisor with WBH Advisory, Inc. Jack has been in the financial industry since 1987. Jack is registered in Maryland as an Investment Advisor Representative. Jack is a Certified Financial Planner. Jack has experience working with individuals, families, and charitable organizations. Jack specializes in providing financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Jack Hermann is a financial advisor affiliated with Stifel, Nicolaus & Company, Inc. Jack has been active in the financial industry since May 10, 2023. Jack holds the Series 7TO, Series 63, and SIE exams. Jack currently is registered in Maryland.

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ADVISOR BIO

Jack Colbourne is a financial advisor with Allstate Financial Services, LLC. Jack has been in the financial services industry since February 11, 2008. Jack holds the Series 6 and SIE licenses. Jack is registered with the state of Maryland. Jack is located in Salisbury, Maryland and can be reached at 720 E COLLEGE AVE STE 1, Salisbury, MD 21804-6651.

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ADVISOR BIO

Jack Glessner is a financial advisor registered with LPL Financial LLC. Jack is registered in Delaware, Maryland, and Texas. Jack has been in the industry since January 22, 2020. Jack is also registered as an Investment Advisor Representative. Jack has passed the Series 66, Series 7TO, and SIE exams. Jack is affiliated with Whitten Retirement Solutions, Oak & Stone Capital, and Oak & Stone Capital Advisors. Jack has a total of 3 registrations, 1 of which is approved, and 2 are in process. Jack is also registered with LPL Financial LLC.

SPECIALIZATIONS