ADVISOR BIO

Jorge Javier Cortes is an active investment advisor representative with Terrafort Capital LLC, located in NORTH BETHESDA, MD. Jorge is a registered investment advisor in Maryland and has been in the industry for over 17 years. Jorge has held previous roles at MARIVA CAPITAL MARKETS, LLC and Oppenheimer & Co. Inc.. Jorge is also licensed as a general securities representative in the United States. Jorge holds a Series 65 - Uniform Investment Adviser Law Examination license and a Series 7 - General Securities Representative Examination license. Terrafort Capital LLC offers financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. They manage assets for individuals and provide advisory services on a fixed fee, hourly charge, percentage of assets, and performance-based fee basis.

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ADVISOR BIO

Jose Felix Jimenez is a financial advisor with Oneascent Financial Services LLC, located in Laurel, MD. Jose Felix Jimenez has been in the industry since 2015. Jose Felix Jimenez specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Jose Felix Jimenez is also a certified financial planner.

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ADVISOR BIO

Joseph Valenza is a financial advisor at Prosperity - An Eisneramper Co. Joseph has been in the financial industry for over 10 years and has a strong track record of providing financial advice to individuals, families, and businesses. Joseph holds the Series 6, 7, 63, and 66 licenses. He is also a Certified Financial Planner. Joseph specializes in financial planning, investment management, and retirement planning. He is committed to providing his clients with personalized financial advice to help them achieve their financial goals. Joseph is passionate about helping people understand their finances and make informed decisions about their money.

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ADVISOR BIO

Joseph Edward Ries is a financial advisor at Stifel, Nicolaus & Company, Inc. Joseph has been in the securities industry since February 3, 1997 and holds licenses for both securities and investment advisory services. Joseph is registered with FINRA as a registered representative and is also registered as an investment advisor representative in Maryland and Texas. In addition to his work at Stifel, Nicolaus & Company, Inc., Joseph is also a board member of the Scottish Rite Holding Company and is a notary public.

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ADVISOR BIO

Joseph Nickerson is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph has been in the financial industry for over 5 years. Joseph has a Series 6, 7, 63, and 66 licenses as well as the SIE. Joseph holds registrations in over 50 states. Joseph has worked at T. Rowe Price Investment Services, Inc. in the past. Joseph provides a variety of services to clients including portfolio management for individuals and businesses, pension consulting, performance measurement reports, allocation modeling, IPS, research reports and services, and selection of other advisors.

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ADVISOR BIO

Joseph McCann is a financial advisor with over 20 years of experience in the financial industry. He is a Registered Representative and Investment Advisor Representative with Robert W. Baird & Co. Inc. Joseph has a wide range of experience in the financial services industry, including previous roles with CITIGROUP GLOBAL MARKETS INC. and Legg Mason Wood Walker, Incorporated.

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ADVISOR BIO

Joseph Mark Fuggi is a financial advisor registered with Robert W. Baird & Co. Inc. Joseph has been in the securities industry since August 1983. Prior to joining Robert W. Baird & Co. Inc., Joseph was employed by CITIGROUP GLOBAL MARKETS INC. and Legg Mason Wood Walker, Incorporated. Joseph specializes in providing investment advice to individuals, businesses, and institutions. Joseph also serves as a Finance Committee Member for Mission Helpers of the Sacred Heart.

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ADVISOR BIO

Joseph Boone is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Joseph has been in the industry since August 8, 2002. Joseph has a Series 7, Series 31, Series 66, and SIE license. Joseph is registered in 24 states and the District of Columbia. Joseph provides investment advisory services to individuals, businesses, and institutional clients. Joseph also has experience providing pension consulting services and educational seminars.

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ADVISOR BIO

Joseph Wallace Dubinski is a financial advisor with Ameriprise Financial Services, LLC. Joseph has been in the financial services industry since January 1992. Joseph is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Joseph holds a Series 7, 24, 63, and 65 license. Joseph specializes in providing financial planning, portfolio management, and asset allocation services.

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ADVISOR BIO

Joseph Elroy Snouffer is a financial advisor registered with Janney Montgomery Scott LLC and is located in the Towson office. Joseph has been in the financial industry since 1992 and holds the Series 7, Series 63 and Series 65 licenses. In addition to his licenses, Joseph also holds the Certified Financial Planner designation.

SPECIALIZATIONS