ADVISOR BIO

Stephanie Harrison is a financial advisor with Ameriprise Financial Services, LLC. Stephanie has been in the industry since March 8, 2020 and holds the Series 66, Series 7TO and SIE exams. Stephanie specializes in working with high net worth individuals, trusts/estates, corporations and other businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. Stephanie is registered to provide financial advice in Maryland and Virginia. Stephanie is also licensed as an insurance agent in Maryland and Virginia.

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ADVISOR BIO

Stephanie Boyle McGeever is a financial advisor currently registered with Ameriprise Financial Services, LLC. Stephanie has been in the financial services industry since September 2002 and has a total of 14 approved state registrations. Stephanie is registered with the following state regulatory authorities: California, Colorado, Delaware, District of Columbia, Florida, Maine, Maryland, New Jersey, North Carolina, South Carolina, Tennessee, Texas, Virginia and Washington. Stephanie has passed the Series 66, Series 7 and SIE exams. Stephanie is a Certified Financial Planner and works primarily with individuals, high-net-worth individuals, trusts/estates, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations. Stephanie was previously registered with Chevy Chase Financial Services and American Express Financial Advisors Inc.

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ADVISOR BIO

Stephanie Shum is a financial advisor with Grove Point Advisors, LLC. Stephanie has been in the financial industry since 2007 and holds the Series 7, Series 63, Series 66, and SIE licenses. Stephanie is registered with the state of California as an investment advisor representative.

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ADVISOR BIO

Stephanie Langford is a registered representative with Morgan Stanley and has been in the industry since 2022. Stephanie is licensed to offer securities in the state of Maryland. Stephanie's primary office is located in Columbia, Maryland.

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ADVISOR BIO

Stephanus Johannes Van blommestein is a financial advisor registered with Valic Financial Advisors, Inc. Stephanus has been in the securities industry since February 12, 2002 and is registered to provide investment advisory services in District of Columbia, Maryland, Michigan, Pennsylvania, South Carolina, Virginia and West Virginia. Stephanus is also registered as a broker in these states and has passed the Series 63, Series 65, Series 6 and SIE exams. Stephanus has experience providing investment advice to individuals, high-net-worth individuals and corporations. Valic Financial Advisors, Inc. is a firm with a long history of providing financial advice to individuals and families. The firm has offices in multiple states and employs over 1,400 registered representatives.

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ADVISOR BIO

Stephany Marie Frazier is a registered representative with T. Rowe Price Investment Services, Inc. based in Owings Mills, Maryland. Stephany has been in the financial services industry since June 21, 2011. She holds the Series 7, Series 24, and Series 63 licenses. Stephany is registered in California and Maryland.

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ADVISOR BIO

Stephen Knapp is a Financial Advisor at Carderock Capital Management, Inc., a firm based in Chevy Chase, MD. Stephen is registered with the state of Maryland as an Investment Advisor Representative (IAR). Stephen has been in the financial services industry since January 2012. Stephen is a Chartered Financial Analyst (CFA).

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ADVISOR BIO

Stephen Vaughan has been in the financial services industry since September 9, 1983. Stephen is currently registered with T. Rowe Price Investment Services, Inc. and has been registered since February 23, 2015. Previously, Stephen was employed with VOYA FINANCIAL PARTNERS, LLC, VOYA FINANCIAL ADVISORS, INC. and AETNA LIFE INSURANCE AND ANNUITY COMPANY.

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ADVISOR BIO

Stephen Glowacka is an investment advisor representative with Facet in Baltimore, MD. Stephen has been in the industry since 2002. Stephen holds the Series 7, 66, and SIE licenses. Stephen is also a Certified Financial Planner. Stephen specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Stephen has previously worked at TD Ameritrade, Wells Fargo Advisors, Charles Schwab, and BBVA Compass Investment Solutions.

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ADVISOR BIO

Stephen Glenn Porter is a Registered Representative and Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Stephen has 24 state licenses and is registered with FINRA as well. Stephen has been in the financial services industry since 2014. Stephen has passed the Series 7, Series 66 and SIE examinations. He is also a graduate of the Uniform Combined State Law Examination.

SPECIALIZATIONS