ADVISOR BIO

Marc Jeffrey Hertzberg is a registered Investment Advisor Representative with WBH Advisory, Inc. Marc has been in the industry since January 1999 and is licensed as a Certified Public Accountant and a Licensed Attorney. Marc has a Series 65 license and is a Chartered Financial Analyst. Marc has a total of 1294477358 in regulatory assets under management. Marc's firm provides financial planning, portfolio management for businesses and individuals.

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ADVISOR BIO

Marc Schliefer is an Investment Advisor Representative at CWM, LLC. Marc has been in the industry since 1983. Marc has a variety of licenses and designations including Series 7, 63, 6 and 24 as well as the Certified Financial Planner designation. Marc has been a registered Investment Advisor Representative with the firm since 2016. Previous firms include LPL Financial LLC, Lincoln Financial Securities Corporation and Reliastar Financial Marketing Corp.

SPECIALIZATIONS

ADVISOR BIO

Marc Halsema is an Investment Advisor Representative associated with Pennington Partners & CO., LLC. Marc's professional experience spans multiple industries, including Financial Services, Investment Banking, and Accounting. Marc holds a Series 65 license, allowing him to provide investment advisory services. Marc specializes in portfolio management for individuals, pooled investment vehicles, and investment advisory services for high-net-worth individuals.

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ADVISOR BIO

Marc Alexander Deltergo is a financial professional with over 20 years of experience in the industry. Marc is currently registered with Kestra Investment Services, LLC and has been with them since June 2014. Previously, Marc worked for MML Investors Services, LLC from April 2003 to February 2014. Marc holds the Series 6, Series 63 and SIE licenses. Marc is registered in Florida, Maine, Maryland, Massachusetts, New Hampshire and Rhode Island. Marc has a focus on providing financial guidance to clients.

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ADVISOR BIO

Marcell Maurice Russell is a financial advisor with PFS Investments Inc., based in Owings Mills, Maryland. Marcell has been in the industry since May 2021. Marcell is registered with FINRA and the state of Maryland, and holds the Series 6TO and SIE licenses.

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ADVISOR BIO

Marcelle Christin Folk is a financial professional registered with Northwestern Mutual Investment Services, LLC. Marcelle obtained the Series 63 and Series 6TO licenses and the Securities Industry Essentials Examination. Marcelle has been in the financial services industry for over 3 years. Marcelle is licensed in Maryland and is currently based in Annapolis.

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ADVISOR BIO

Marcello Difrancesco is an investment advisor representative with LPL Financial LLC. Marcello has been in the securities industry since April 10, 2018. Marcello is registered with the state of Maryland and Texas. Previously, Marcello worked at Pruco Securities, LLC. Marcello holds the Series 66, SIE and Series 7 licenses. Marcello offers financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars and selection of other advisors.

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ADVISOR BIO

Marcello Trigg is a financial advisor with Northwestern Mutual Investment Services, LLC. Marcello has been in the financial services industry since March 2014. Marcello holds Series 6, 63 and 65 securities licenses and is registered with the state of Virginia. Marcello is also registered as an Investment Advisor Representative (IAR) with the state of Virginia. Marcello provides investment advice to clients.

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ADVISOR BIO

Marci Canning Flynn is a financial professional with over 23 years of experience in the industry. Marci is currently registered with Piper Sandler & Co. and has previously held positions at Stifel, Nicolaus & Company, Incorporated, Legg Mason Wood Walker, Incorporated, Deutsche Bank Securities Inc., and DB Alex. Brown LLC. Marci's expertise includes securities and investment advisory services. Marci holds the Series 7, Series 63 and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

Marci Vanderhoeven is an investment advisor representative with Morgan Stanley, working out of the Potomac, MD office. Marci has been in the financial services industry since July 2015. She holds Series 66, Series 7 and SIE licenses and is registered to provide investment advice in 53 states and the District of Columbia. Marci has worked for Morgan Stanley since June 2015.

SPECIALIZATIONS