ADVISOR BIO

Joseph Christopher Wilkinson is an investment advisor representative at Westbourne Investment Advisors Inc., based in Annapolis, MD. Joseph has been in the industry since 2014 and is registered with the state of Maryland. He holds the Series 65 license. Westbourne Investment Advisors Inc. specializes in providing portfolio management services for individuals and provides services to high-net-worth individuals, charitable organizations and pension and profit-sharing plans.

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ADVISOR BIO

Joseph Martin is a financial advisor at Ameriprise Financial Services, LLC. Joseph has been working in the financial services industry since 1984 and has a wide range of experience in securities and investment advising. Joseph has registrations in several states, including Maryland, Virginia, Texas, and West Virginia. Ameriprise Financial Services, LLC, has a large client base and offers a wide range of services, including financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Joseph Snee is a registered representative with Morgan Stanley, a firm headquartered in Purchase, New York. Joseph has been in the securities industry for over 10 years. He has a Series 7TO, SIE, and Series 66 license. Joseph is registered to provide investment advisory services to clients in Maryland and Virginia. He is also licensed to provide investment advisory services in Maryland. Joseph's expertise includes asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses, individuals, and investment companies.

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ADVISOR BIO

Joseph Garrison is a financial advisor with Wealthspire Advisors. Joseph is a Certified Financial Planner and is registered to provide investment advice in Maryland and Texas. Joseph has been in the financial services industry since 2003. Joseph is a board member of Leadership Howard County, Inc. Joseph specializes in financial planning, pension consulting, and selecting other advisors.

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ADVISOR BIO

Joseph Krcma is a financial advisor with Founders Financial Securities LLC. Joseph Krcma has been in the industry since August 11, 1997, and is a registered investment advisor in Maryland. Joseph Krcma has previously worked at Legg Mason Investor Services, LLC, Legg Mason Wood Walker, Incorporated and T. Rowe Price Investment Services, Inc.. Joseph Krcma has a Series 63 and Series 65 license.

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ADVISOR BIO

Joseph J. Schmelzle is a registered Investment Advisor Representative with Quantum Financial Advisors Inc.. Joseph has been in the industry since 1991. Joseph holds the Series 65 license. Joseph specializes in providing financial planning, pension consulting, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.

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ADVISOR BIO

Joseph R Geld is an investment advisor representative with HWA Financial Group. Joseph is registered with the state of Maryland and has over 10 years of experience in the financial services industry. He is a Certified Financial Planner and a Chartered Financial Analyst and specializes in providing financial planning, portfolio management, and consulting services.

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ADVISOR BIO

Joseph Valletta is a registered Investment Advisor Representative with HR Investment Consultants, Inc. based in Baltimore, Maryland. Joseph has been in the industry since 1986. Joseph has passed the Series 65 Uniform Investment Adviser Law Examination and the Series 27 Financial and Operations Principal Examination. In addition to his advisory work with HR Investment Consultants, Inc., Joseph also owns 50% of Pension Data Source, Inc. (PDS), which publishes fee benchmarking data for retirement plans.

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ADVISOR BIO

Joseph John Bouffard is a financial advisor at Fidelity Personal And Workplace Advisors. Joseph John Bouffard has been in the financial services industry since 2005. He is registered with the Securities and Exchange Commission and holds the Series 6, 7, 63 and 65 licenses. Joseph John Bouffard provides financial planning, investment management, and educational seminars to individuals and businesses. Fidelity Personal And Workplace Advisors is a national financial services firm that provides a wide range of financial products and services.

SPECIALIZATIONS

ADVISOR BIO

Joseph Chadwick has been a registered investment advisor since 1999. Joseph has worked with The Chadwick Group, Inc. since 2018 and previously worked with Johnson Securities, Inc., ICMA-RC SERVICES, LLC, SECURITY FIRST FINANCIAL, INC., VANGUARD MARKETING CORPORATION and T. ROWE PRICE MARKETING, INC. Joseph has a total of 33,946,107 in regulatory assets under management with 9 clients, 8 of which are high-net-worth individuals and 1 is a charitable organization. Joseph provides financial planning, educational seminars and selection of other advisors services to clients.

SPECIALIZATIONS