ADVISOR BIO

Stacy L. Connor is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Columbia, Maryland. Stacy has been in the industry since December 2002 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and pension plans. Stacy is a licensed investment advisor representative in Maryland and Texas. Stacy has held previous positions at LPL Financial LLC, Integrated Financial Planning Services, Raymond James Financial Services, Inc., SunTrust Investment Services, Inc., M&T Securities, Inc., AllFirst Brokerage Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, and Dean Witter Reynolds Inc.

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ADVISOR BIO

Stefen T. Blount is a financial advisor with Wells Fargo Clearing Services, LLC. Stefen has been in the industry for 6 years and is registered to provide investment advice in all 50 states. Stefen is also a Certified Financial Planner. Stefen’s background includes experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America.

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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 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

Stephen Hord is a financial advisor with Morgan Stanley. Stephen has been in the industry since 2004. Stephen is registered with FINRA as well as 45 state securities authorities. Stephen's areas of expertise include asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. Stephen has previously worked for CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED.

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ADVISOR BIO

Stephen Yee shin Tan is a registered representative with Founders Financial Securities LLC. Stephen is licensed to conduct business in Maryland and Pennsylvania. Stephen has been in the financial services industry for more than 25 years. Stephen has worked with individual clients, businesses and institutions. Stephen is a highly skilled and experienced advisor who is committed to providing his clients with personalized financial advice. Stephen has extensive experience in portfolio management, financial planning, and retirement planning.

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ADVISOR BIO

Stephen Charlesnewell Hlibok has been in the financial services industry since September 24, 1987. Stephen is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Stephen has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since July 1987. Stephen holds multiple licenses and registrations, including the Series 63, 65, and 7. Stephen's expertise includes financial planning, portfolio management, pension consulting, and educational seminars.

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ADVISOR BIO

Stephen Paul Minor is a registered representative with Wells Fargo Clearing Services, LLC and has been in the securities industry since August 2008. Stephen has Series 6, 7, 63, and 66 licenses as well as the Securities Industry Essentials (SIE) Examination. Stephen provides investment consulting services to institutional clients, financial planning, and pension consulting. Stephen has offices in Columbia, Annapolis and also provides services to clients in other states.

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ADVISOR BIO

Stephen Knott is an Investment Advisor Representative at Morgan Stanley. Stephen has been in the industry since May 2, 2018 and is registered in 51 states and the District of Columbia. Stephen is a licensed representative of Morgan Stanley and can provide financial and investment advice. Stephen is an expert in portfolio management and financial planning and has worked at Morgan Stanley since 2013.

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ADVISOR BIO

Steven Crosby is a Registered Representative with Wells Fargo Clearing Services, LLC. Steven is located in COLUMBIA, MD and is currently registered with the state of Maryland. Steven has been a Registered Representative for more than 4 years. Steven is licensed to sell a variety of products, including securities, investment advisory services and insurance. Steven is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS