ADVISOR BIO

Ivan Alexander is a financial professional with over two decades of experience in the financial services industry. Ivan has been registered with Nylife Securities LLC since 2007. Prior to that, Ivan held positions at several other firms, including MML Investors Services, Inc., MONY Securities Corporation, AXA Advisors, LLC, Three Arrows Capital Corp., and E. S. Marks & Company, Inc. Ivan is licensed to sell securities in multiple states, including Florida, Maryland, North Carolina, Pennsylvania, and Virginia.

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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 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 Winters is a financial advisor with Stifel Independent Advisors, LLC, located in Chestertown, MD. Jack has been in the financial industry since 2024. Jack holds Series 7TO, SIE, and Series 66 securities licenses. Jack specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jack provides financial services to individuals, high net worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.

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ADVISOR BIO

Jack Joseph Seghetti is a financial advisor with T. Rowe Price Investment Services, Inc. Jack has been in the industry since February 17, 2013. Jack holds the Series 6, 7, and 63 licenses and the SIE exam. Jack is registered to provide investment advice in 53 states and the District of Columbia.

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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 Charles Kelly is a registered representative with T. Rowe Price Advisory Services, Inc. Jack has been in the securities industry since November 2018 and has been with T. Rowe Price since July 2018. Jack has a broad range of experience in providing financial advice and portfolio management services for both individuals and corporations. Jack is also a registered investment advisor in Maryland and Pennsylvania.

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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 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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