ADVISOR BIO

James Curran is a financial advisor with over 30 years of experience in the industry. James currently works at Harbor Investment Advisory, LLC. James is registered with the Financial Industry Regulatory Authority (FINRA) and holds the following licenses: Series 3, Series 7, Series 63, and Series 65. James is also a Certified Financial Planner. James has been a financial advisor since 1985 and has worked for a number of firms, including Morgan Stanley and Citigroup Global Markets Inc. James specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

James Alfred Rossman is an investment advisor representative with Buttonwood Financial Advisors, Inc. James is registered in Maryland and Texas. James has been in the securities industry since 1997 and has been with Buttonwood Financial Advisors, Inc. since June 2023. James is a Series 7, Series 63 and Series 65 licensed advisor.

SPECIALIZATIONS

ADVISOR BIO

James Haley is a financial advisor with United Planners' Financial Services Of America A Limited Partner in Leonardtown, Maryland. James has been working in the financial industry since November 2007 and holds a Series 6, 26, and 63 license. James's prior work experience includes a role at Nationwide Securities, LLC. James specializes in helping individuals, families, charitable organizations, corporations and other businesses develop and implement financial plans.

SPECIALIZATIONS

ADVISOR BIO

James Ackerman is an investment advisor representative at Ackerman Asset Management, LLC. James has been in the industry for over 20 years and has experience with several firms including Citigroup Global Markets Inc. and Punk, Ziegle & Company. James is a registered investment advisor in Maryland and Texas. James provides investment advice to individuals, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

James Crozier McCleery is a financial advisor with Charles Schwab & CO., Inc., working from the Easton, MD office. James has been in the industry since July 2017. James is registered to provide advisory services in 37 states. James has a Series 7 and Series 66 license as well as the Securities Industry Essentials Examination.

SPECIALIZATIONS

ADVISOR BIO

James Paul Phelan is a financial advisor registered with LPL Financial LLC in Salisbury, Maryland. James Phelan has been in the financial industry since 1995. James Phelan has experience working with corporations or other businesses, individuals other than high-net-worth, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. James Phelan is also registered as an Investment Advisor Representative (IAR) with the state of Maryland.

SPECIALIZATIONS

ADVISOR BIO

James Patteson Ellerson is an investment advisor representative with The Ellerson Group Inc. James has been in the industry since 1983. The Ellerson Group Inc. is an investment advisory firm that primarily serves high-net-worth individuals and individuals other than high-net-worth. The firm's services include financial planning and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

James Evans Hardwick is an investment advisor representative with PNC Investments, located in Catonsville, MD. James has been in the financial services industry since 1988. James holds Series 6, Series 63, and Series 65 licenses. James has extensive experience working with individuals, high net worth individuals, corporations, and pension plans. Prior to joining PNC Investments, James has held positions with several other firms, including First Command Financial Planning, Inc., AXA Advisors, LLC, MetLife Securities Inc., and UVEST Financial Services Group, Inc.

SPECIALIZATIONS

ADVISOR BIO

James Devin Murphy is a registered representative with Franklin Distributors, LLC. James holds Series 7, Series 63 and SIE licenses. James is licensed in all 50 states and the District of Columbia. James has been in the securities industry since December 15, 2015. James began working with Franklin Distributors, LLC on December 16, 2015.

SPECIALIZATIONS

ADVISOR BIO

James Banks Brown is a financial advisor with over 10 years of experience in the financial industry. James Banks Brown is currently registered with MML Investors Services, LLC and has previously worked at Northwestern Mutual Investment Services, LLC. James Banks Brown offers a range of services including financial planning, educational seminars, and portfolio management for individuals and businesses. James Banks Brown holds a Series 7 and Series 66 license and is registered in 18 states including Maryland, Texas, California, District of Columbia and Florida.

SPECIALIZATIONS