ADVISOR BIO

John Boeckel is an investment advisor representative with Grove Point Advisors, LLC. John has been in the securities industry since 1994. John is registered with the state of New Jersey and has a Series 6, Series 7, and Series 63 license. John also has a Series 65 license and is registered as an investment advisor representative in New Jersey. John provides financial planning services, portfolio management for individuals and businesses, and pension consulting services. John is also affiliated with Grove Point Investments LLC.

SPECIALIZATIONS

ADVISOR BIO

John Morrison is a financial advisor with over 2 years of experience in the financial services industry. John is currently registered with Rockefeller Financial LLC and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. John holds a Series 7TO, SIE, and Series 66 licenses and is registered in 28 states. John specializes in providing financial planning and portfolio management services to individuals, businesses, and pension plans. John also provides advisory services for clients in California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Indiana, Kansas, Louisiana, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Washington.

SPECIALIZATIONS

ADVISOR BIO

John Theodore Ciesielski has been a financial professional since 1985. John is currently registered as an Investment Advisor Representative with R.g. Associates, Inc., located in Towson, MD. John has also been affiliated with Legg Mason Wood Walker, Incorporated and Legg Mason Masten Inc.. Prior to joining R.g. Associates, Inc. in 1992, John worked at Legg Mason Wood Walker, Incorporated. John's professional experience includes a focus on portfolio management for individuals. John is a Chartered Financial Analyst and holds Series 7 and Series 63 licenses. R.g. Associates, Inc. manages approximately $17,778,950 in assets for 18 clients. R.g. Associates, Inc. is a fee-only firm that charges a percentage of assets for its services.

SPECIALIZATIONS

ADVISOR BIO

John McLaughlin is a financial advisor with over 39 years of experience in the industry. John is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been with the firm since April 2010. Prior to this, John was with Johnston, Lemon & Co. Incorporated for over 22 years. John is a Series 63 and 65 licensed investment advisor representative, as well as a Series 7 licensed general securities representative. John also holds the SIE exam and is a registered investment advisor in Florida, Maryland, and Texas. John has been recognized for his commitment to providing excellent client service and has been consistently ranked among the top advisors in the industry.

SPECIALIZATIONS

ADVISOR BIO

John Rafael Shifter is a financial advisor with Morgan Stanley. John has been in the industry since 2021. John is registered with the Securities and Exchange Commission as a broker-dealer and investment advisor representative. John is licensed to sell securities in several states. John has several certifications including the Series 7, Series 66 and the SIE. John is located in Potomac, MD.

SPECIALIZATIONS

ADVISOR BIO

John Thomas Hoffman is a financial advisor with over 40 years of experience in the financial services industry. John has been a Registered Representative for over 45 years, and John is also a Registered Investment Advisor. John currently works with Osaic Wealth, Inc. John provides a wide range of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. John has a strong track record of helping clients achieve their financial goals. John is committed to providing clients with personalized service and a high level of expertise.

SPECIALIZATIONS

ADVISOR BIO

John William Snowden is a financial advisor with over 20 years of experience in the industry. John has a broad range of experience working with individuals, families, and businesses. John has worked with LPL Financial LLC since 2012 and prior to that, John worked with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. John has a wide range of experience with several specialties including investment management, financial planning, and retirement planning. John is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

John Eric Wightman is a financial advisor currently working at XML Financial Group in Bethesda, Maryland. John Eric has been in the financial services industry for over 25 years, and has a strong track record of success. John Eric has a wide range of experience, including working for firms such as Robert W. Baird & Co., Janney Montgomery Scott LLC, and Ferris, Baker Watts Incorporated. John Eric holds multiple FINRA licenses, including Series 6, 7, 9, 10, 31, and 63, as well as the Series 65 license for investment advisors. John Eric specializes in working with individuals, families, businesses, and charitable organizations. XML Financial Group is a Registered Investment Advisor based in Bethesda, Maryland. The firm offers a range of services, including financial planning, portfolio management, and retirement planning. John Eric is committed to providing his clients with personalized advice and exceptional service.

SPECIALIZATIONS

ADVISOR BIO

John James Chandler is a financial advisor registered with Global Retirement Partners LLC. John has been in the financial services industry since 2010. He has passed the Series 6, Series 63, Series 65 and SIE exams. John is registered as an Investment Advisor Representative in Maryland, New York, Pennsylvania, Texas, Virginia and West Virginia. John specializes in providing retirement planning and investment advice to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Johnathon Glenn Raver is a financial advisor registered with Morgan Stanley. Johnathon Glenn Raver has been in the financial services industry for over 10 years. Johnathon Glenn Raver has passed the Series 7, Series 6, SIE, and Series 66 exams. Johnathon Glenn Raver is registered to offer investment advisory services in 46 states and the District of Columbia. Johnathon Glenn Raver previously worked at M&T Securities, Inc.

SPECIALIZATIONS