ADVISOR BIO

Philip Asbury Insley is a financial advisor with MML Investors Services, LLC. Philip has been in the financial services industry since February 20, 2001. Philip is registered with the state of Maryland and Texas and has a Series 7, Series 55, and Series 66 license. Philip is also a licensed insurance agent. Philip previously worked for Morgan Stanley, Wachovia Capital Markets, LLC, Wachovia Securities, LLC, Deutsche Banc Alex. Brown Inc., BT Alex. Brown Incorporated and Alex. Brown & Sons Incorporated.

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ADVISOR BIO

Philip Jones is a financial advisor currently registered with MML Investors Services, LLC. Philip has over 35 years of experience in the financial services industry. Philip specializes in providing financial planning, portfolio management, and asset allocation programs to a variety of clients, including high-net-worth individuals, corporations, and trusts. Philip is also a registered investment advisor in Maryland and Texas.

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ADVISOR BIO

Philip Toohey is a financial advisor with UBS Financial Services Inc. and has been in the industry since 1984. Philip Toohey is registered in 32 states and has the following licenses: Series 63, Series 65, and Series 7. Philip Toohey also holds the SIE exam. Philip Toohey specializes in providing a variety of financial services, including portfolio management, financial planning, and pension consulting.

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ADVISOR BIO

Philip Buchanan is a financial advisor with over 25 years of experience in the industry. Philip is registered with Cambridge Investment Research Advisors, Inc. and holds Series 6, 63, and 65 licenses. Philip has held previous roles with Sunamerica Securities, Inc. in Phoenix, Arizona, and API Financial Planning Services, Inc. in Baltimore, Maryland. Philip also holds a variety of other licenses and insurance registrations.

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ADVISOR BIO

Philip Cocce is an investment advisor representative with Ameriprise Financial Services, LLC, working out of the Bethesda, MD office. Philip Cocce has been in the securities industry since 2015 and has Series 7, 63 and 65 licenses. Philip Cocce is also registered with the state of Virginia. Previously, Philip Cocce was affiliated with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, HSBC SECURITIES (USA) INC., and PRUCO SECURITIES, LLC. Philip Cocce focuses on portfolio management for individuals, portfolio management for businesses, pension consulting, financial planning, educational seminars, and selection of other advisers. Ameriprise Financial Services, LLC is a registered investment advisor with offices across the United States. The firm manages over $479 billion in assets and provides investment advisory services to individuals, families, and institutions. The firm also offers a wide range of financial products and services, including insurance, annuities, and mutual funds.

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ADVISOR BIO

Phillip Dyer is a financial advisor registered with the state of Maryland and is an Investment Advisor Representative with Dyer Financial Advisory. Phillip has been a financial advisor since 2002. Phillip Dyer is a CERTIFIED FINANCIAL PLANNER™ professional. The firm, Dyer Financial Advisory, has approximately $19,912,013 in assets under management, which is comprised of approximately 49 accounts, most of which are discretionary. Dyer Financial Advisory provides financial planning, educational seminars and portfolio management services to individuals.

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ADVISOR BIO

Phuoc Dang is a financial advisor with over 40 years of experience in the industry. Phuoc has been with Ameritas Advisory Services, LLC since November 2021. Phuoc has a variety of experience working with various firms including AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Phuoc provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Phyllis Mitchell is a financial advisor with over 40 years of experience in the industry. Phyllis is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Phyllis has experience working with clients of all types, including individuals, families, businesses, and retirement plans. Phyllis is dedicated to helping her clients achieve their financial goals through personalized financial planning, investment management, and insurance services.

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ADVISOR BIO

Phyllis Ann Laidley is a registered representative with Morgan Stanley. Phyllis has a Series 7TO, Series 63 and SIE license. Phyllis has been in the securities industry since 2022. Phyllis is licensed in Maryland and Virginia and has been with Morgan Stanley since 2022.

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ADVISOR BIO

Pj Pearlstone is an investment advisor representative with UBS Financial Services Inc., based in Baltimore, Maryland. Pj has been in the industry since February 2010 and holds the Series 7 and Series 66 licenses. Pj is also registered with the state of Maryland as an investment advisor representative. Pj is a member of the Investment Committee for several organizations, including LifeBridge Health, The Park School of Baltimore, and The Associated: Jewish Community Federation of Baltimore.

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