ADVISOR BIO

Candida Sampson is a financial advisor who is registered with Fidelity Personal and Workplace Advisors in Oxon Hill, Maryland. Candida Sampson has been a registered representative for over a year and has been in the securities industry for over a year. Candida Sampson has passed the Series 66, Series 7TO and SIE exams.

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ADVISOR BIO

Candido R. Palting III is a financial advisor at Morgan Stanley. Candido has been in the financial industry since June 1997 and has held previous roles at CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. Candido is registered with both the BrokerCheck and the Investment Adviser Public Disclosure (IAPD) systems. Candido holds Series 63, 66 and 7 licenses as well as the SIE exam. Candido is registered in 38 states and 2 jurisdictions for BrokerCheck and 2 states and jurisdictions for Investment Adviser Public Disclosure (IAPD).

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ADVISOR BIO

Carl Osterman is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Carl has been in the industry since May 2002. Carl is registered in 43 states and the District of Columbia. Carl also holds a Series 66 license and is a member of the Investment Committee for Broadmead, Inc. Carl is qualified to provide financial advice in a variety of areas, including retirement planning, college savings, estate planning, and investment management. Carl is committed to providing personalized financial advice and working with clients to achieve their financial goals.

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ADVISOR BIO

Carl Strozyk is a financial advisor in Bel Air, Maryland. Carl Strozyk has been in the industry since 1993 and is currently registered with Cambridge Investment Research Advisors, Inc.. Previously, Carl Strozyk was registered with H. Beck, Inc., Medallion Investment Services, Inc., Securities Service Network, Inc., IFG Network Securities, Inc., and Comprehensive Financial Services, Inc.. Carl Strozyk holds Series 6, 7, 63, and 65 securities licenses. Carl Strozyk is also registered to provide investment advisory services in Maryland. Carl Strozyk provides financial planning, portfolio management, and pension consulting to individuals and businesses.

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ADVISOR BIO

Carl Robert Morreale is a financial advisor with Grove Point Advisors, LLC. Carl is a registered investment advisor representative in Illinois. Carl has over 13 years of experience in the financial services industry. Carl has earned the Series 6, 7, 22, 63, and 65 licenses, as well as the SIE exam. Carl is also an insurance agent. Carl is a specialist in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

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ADVISOR BIO

Carl W. Walker is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Carl has been working in the financial industry since 2010 and has been registered with the Securities and Exchange Commission since June 2023. Carl is registered to offer securities in 53 states and is also registered as an investment advisor in Maryland and Texas. Carl holds Series 7, Series 66, and SIE licenses. Carl is currently employed at the Hunt Valley branch office of Merrill Lynch, Pierce, Fenner & Smith Inc.

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ADVISOR BIO

Carl W. Vail is a financial advisor with Morgan Stanley. Carl has been in the financial services industry since March 24, 1996. Carl holds the Series 7, Series 63, and Series 65 licenses. Carl has been registered with Morgan Stanley since June 2009. Before that, Carl was registered with Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Carl provides financial planning, portfolio management, and asset allocation advice to individuals, businesses, investment companies, charitable organizations, insurance companies, banking or thrift institutions, and pension and profit-sharing plans.

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ADVISOR BIO

Carla Michelle Britton ramsey is a financial advisor with Raymond James Financial Services Advisors, Inc. Carla has been working in the financial services industry since 2021. Carla holds Series 7TO, Series 66 and SIE licenses. Carla has previously been employed by T. Rowe Price Investment Services, Inc. and Vanguard Marketing Corporation. Carla has a Certified Financial Planner designation. Carla's current practice is focused on serving the needs of high-net-worth individuals, corporations, and pension and profit-sharing plans. Carla offers a variety of financial planning and investment advisory services to her clients.

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ADVISOR BIO

Carla Marie Holcomb is an active investment advisor representative registered with Raymond James Financial Services Advisors, Inc. in Rockville, MD. Carla Marie Holcomb has been in the industry since May 31, 2018 and has experience with Wells Fargo Clearing Services, LLC. Carla Marie Holcomb holds licenses for Series 66, Series 10, Series 9, SIE and Series 7. Carla Marie Holcomb provides portfolio management for individuals and businesses, financial planning, pension consulting and educational seminars.

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ADVISOR BIO

Carla Carpenter-breeding is an active investment advisor representative, licensed in several states, including Maryland, South Carolina, and Texas. Carla has been in the financial industry since June 26, 2016. Carla is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has worked with the firm since April 2016. Carla has previous experience working as a physical therapist, and also owns and operates a rental property. Carla is committed to providing her clients with a personalized approach to wealth management.

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