ADVISOR BIO

Barry Estel Thomson is a financial professional with over two decades of experience in the financial services industry. Barry is currently registered with PFS Investments Inc. in CLINTON, MD and has been with the firm since 2012. PFS Investments Inc. is a well-established firm providing investment advisory services to a wide range of clients, including individuals, corporations, and charitable organizations. Barry has held previous roles with PFS Investments Inc. in BOWIE, MD, and DULUTH, GA. Barry holds the Series 6 and SIE licenses, demonstrating a commitment to staying current with industry knowledge and regulations.

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ADVISOR BIO

Barry Korb is a certified financial planner and a registered investment advisor representative with Lighthouse Financial Planning, LLC. Barry has been with Lighthouse Financial Planning, LLC since 2003. Barry is registered to provide investment advice in Maryland and Virginia. Barry specializes in retirement planning, college planning, and estate planning. Barry's primary function is to be a passive partner in Susan RLD Enterprises LLC, a non-investment related private real estate management firm owned by his daughter.

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ADVISOR BIO

Barry Joel Shapiro is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Barry has been in the industry since 1996 and has a wide range of experience in providing investment advice. Barry is registered with the Securities and Exchange Commission (SEC) and has passed the Series 7, Series 3, Series 63 and Series 65 exams. Barry is also a member of the Financial Industry Regulatory Authority (FINRA).

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ADVISOR BIO

Barry Steven Bass is a financial advisor with over 18 years of experience in the industry. Barry Steven Bass is registered with Raymond James Financial Services Advisors, Inc. and has a Series 6, 7, 24, 63, and 65 license. Barry Steven Bass is also a Certified Financial Planner and a Chartered Financial Consultant. Barry Steven Bass has previously been employed by M&T SECURITIES, INC. Barry Steven Bass specializes in providing financial advice to high-net-worth individuals, businesses, and pension and profit-sharing plans. Barry Steven Bass also offers financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Barry Green is a financial professional with over 30 years of experience in the industry. Barry is currently registered with Cetera Investment Advisers LLC and holds Series 6, 7, 63, and 65 licenses, along with the SIE. Barry previously worked at CAPITAL BROKERAGE CORPORATION and FORTH FINANCIAL SECURITIES, CORPORATION. Barry is registered in 14 states, including District of Columbia, Georgia, Illinois, Kentucky, Maryland, Nevada, New York, Ohio, Pennsylvania, Texas, Virginia, and West Virginia. Barry also holds a current registration as an Investment Advisor Representative in Maryland and Texas. Barry has been providing financial advice and services to individuals, corporations, and other entities. Barry specializes in various areas, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Bart Joseph Lanman is an investment advisor representative at Wealthspire Advisors. Bart has been in the financial services industry since 2001 and has experience in providing financial planning, portfolio management, and selection of other advisors. Bart is a Certified Financial Planner and holds the Series 65 license. Bart has previously worked at TRICAPITAL ADVISORS INC. and SQUIRE LEMKIN & O'BRIEN.

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Bart Scheffel is an investment advisor representative at Glass Jacobson Wealth Advisors in Owings Mills, MD. Bart has been in the industry since January 1984. He has a Series 65 license and is registered as an Investment Advisor in Maryland. Bart is a shareholder of the CPA firm of Glass Jacobson & Associates, PA and works 200 hours per month as a full-time CPA in a non-investment related role. Glass Jacobson Wealth Advisors provides financial planning, pension consulting, and portfolio management services for individuals and businesses.

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ADVISOR BIO

Barton Lynn George is a financial advisor with Valic Financial Advisors, Inc. based in Linthicum Heights, MD. Barton has been in the financial services industry since 1988. Barton is registered as a broker-dealer in eleven states and as an investment advisor representative in ten states. Barton works with a wide range of clients, including individuals, corporations, and trusts. Barton provides financial planning, investment management, and wrap account services to clients.

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ADVISOR BIO

Barton Joseph Kershner is a financial advisor in Rockville, MD. Barton has been in the industry since April 2007 and is currently registered with Gallagher Fiduciary Advisors, LLC. Barton has previously worked with a number of other firms including TRIAD ADVISORS LLC, KESTRA INVESTMENT SERVICES, LLC, LPL FINANCIAL LLC, and MORGAN STANLEY SMITH BARNEY. Barton holds Series 7, Series 31, Series 66 and SIE licenses and is also a Certified Financial Planner. Barton has a total of 11 state registrations and is currently active in Maryland. Barton specializes in providing financial and investment advice to individuals, businesses, and retirement plans.

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ADVISOR BIO

Basil David Herzstein is a financial advisor who has been in the industry since July 27, 1992. Basil is currently registered with Equitable Advisors, LLC and has branch office locations in Rockville, MD. Basil is licensed to provide financial advice in 21 states. Basil has a total of 21 state registrations.

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