ADVISOR BIO

Shawn Lemko is an active investment advisor representative with UBS Financial Services Inc. Shawn has been in the industry since 2002. Shawn currently works out of the Baltimore, Maryland office of UBS Financial Services Inc. Shawn previously worked at Southwest Securities, Inc., Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Shawn is registered in 9 states including Delaware, District of Columbia, Maryland, New Jersey, North Carolina, South Carolina, Texas, Virginia and Maryland. Shawn has passed the following exams: Series 66, Series 53, Series 10, Series 9, Series 99TO, SIE, Series 3, and Series 7. Shawn specializes in asset allocation, financial planning, investment strategies, investment management, retirement planning, and wealth management.

SPECIALIZATIONS

ADVISOR BIO

Shawn Russell Smith is a registered representative with RBC Capital Markets, LLC, a firm with over $50 billion in assets under management. Shawn has been in the financial industry since 2009 and holds Series 63, Series 7 and SIE licenses. Shawn is registered in 33 states and has experience in various financial specialties including: Fixed Income, Equity, Mutual Funds, Variable Annuities, Retirement Plans & Annuities and Investment Advisory Services.

SPECIALIZATIONS

ADVISOR BIO

Shawn Halsey is a financial advisor with over 20 years of experience in the financial services industry. Shawn Halsey is currently registered with Morgan Stanley and holds the Series 3, 7, 31, 66, and SIE licenses. Shawn Halsey has been a registered representative with Morgan Stanley since 2009 and has also held positions at Merrill Lynch and Legg Mason. Shawn Halsey is a member of the York College of Pennsylvania Board of Trustees. Shawn Halsey specializes in providing financial planning, portfolio management, and asset allocation advice to a variety of clients, including individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Shawn Joseph Walker is a financial advisor with over 23 years of experience in the financial services industry. Shawn is currently registered with Scarborough Capital Management and has been with the firm since November 2013. Previously, Shawn worked with SII Investments, Inc. and Royal Alliance Associates, Inc. Shawn is a Certified Financial Planner and holds the Series 66, Series 7 and the SIE licenses. Scarborough Capital Management is an SEC Registered Investment Advisor, with approximately $1.19 billion in assets under management. The firm's advisory services include portfolio management for individuals, financial planning and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Shawna Bieda is a financial advisor with over 17 years of experience in the industry. Shawna is registered with XML Financial Group and has a Series 66, Series 10, Series 9, and Series 7 license. Shawna has been registered with XML Financial Group since August 2022 and was previously registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Shawna's areas of specialization include financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Sheela Shah is a financial professional with over 30 years of experience in the industry. She is currently registered with MML Investors Services, LLC and holds a Series 6, Series 63 and Series 65 license. Previously, Sheela was registered with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Sheela specializes in providing financial planning, portfolio management, and asset allocation programs to individuals, corporations, and other business entities.

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ADVISOR BIO

Sheila Denise Stinson is an active Registered Representative and Investment Advisor Representative. Sheila has been in the financial services industry since July 28, 2002. Sheila is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., where she is a financial advisor. Sheila specializes in helping individuals, families, and businesses with a variety of financial needs, including retirement planning, investment management, and estate planning. Sheila also has experience working with high-net-worth individuals and families. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Sheila worked at BANC OF AMERICA INVESTMENT SERVICES, INC. in Boston, MA. Sheila holds a Series 63, 66, and 7 licenses, as well as the SIE exam.

SPECIALIZATIONS

ADVISOR BIO

Sheila Maureen Oneill is a registered representative with RBC Capital Markets, LLC. Sheila has been in the securities industry since March 1998 and has passed several industry exams, including the Series 6, 7, 9, 10, 63, and 65. Sheila has previously worked at Ferris, Baker Watts, LLC and T. Rowe Price Investment Services, Inc. Sheila is currently registered with the state of Maryland as both a broker-dealer and investment advisor.

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ADVISOR BIO

Shellie Kurek Peters is a financial advisor at The Colony Group, LLC, where she has been employed since January 2018. Shellie has over 20 years of experience in the financial services industry. She holds the Series 6, 7, and 63 licenses, as well as the Certified Financial Planner designation. Shellie has a history of working with a wide range of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth. Shellie is committed to providing her clients with comprehensive financial planning and investment management services. Prior to joining The Colony Group, LLC, Shellie worked at Bridgewater Wealth & Financial Management, LLC, for four years.

SPECIALIZATIONS

ADVISOR BIO

Sherie Harrison is a financial advisor with over 16 years of experience in the financial services industry. Sherie is currently registered with Morgan Stanley and is licensed in both Maryland and Texas. She has been a registered representative since October 24, 2007. Sherie earned the Series 7, SIE and Series 66 licenses, which are widely respected in the financial services industry.

SPECIALIZATIONS