ADVISOR BIO

John Finigan is a financial advisor registered with Homrich Berg. John has been in the financial services industry since 2019. John is licensed to provide advisory services in Maryland and has a Series 63, Series 66, Series 7 and SIE. John offers financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

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ADVISOR BIO

John Fuggi is an active investment advisor representative with Robert W. Baird & Co. Inc., with a focus on providing comprehensive investment advice and portfolio management services to a diverse client base. John has been in the financial industry since July 2012, previously working with Franklin Distributors, LLC and Vanguard Marketing Corporation. John holds both Series 7 and 63 securities licenses, as well as the Series 65 Investment Advisor license, demonstrating his commitment to meeting the highest professional standards. John is committed to providing individual and institutional clients with a customized approach to investment management, and helping them achieve their financial goals.

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ADVISOR BIO

John Hough is a registered representative with Morgan Stanley. John is an active representative with a Series 99 and SIE licenses. John has been in the industry for 10 years. John has a focus on providing services to high-net-worth individuals, corporations, and charitable organizations. John is located in Baltimore, MD.

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ADVISOR BIO

John Samuel Cook is a registered investment advisor representative with State Farm Investment Management Corp. John Samuel Cook has been in the financial services industry since 1998. John Samuel Cook has been a registered representative since 2001 and an investment advisor representative since 2023. John Samuel Cook is licensed to provide investment advice in Maryland, Pennsylvania and Texas.

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ADVISOR BIO

John Wirth is a financial advisor registered in 53 states and the District of Columbia. John Wirth has been working in the financial industry since 1999. John Wirth is currently registered with Morgan Stanley. John Wirth has previously been registered with CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED.

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ADVISOR BIO

Johnathon Glenn Raver is a financial advisor registered with Morgan Stanley. Johnathon Glenn Raver has been in the financial services industry for over 10 years. Johnathon Glenn Raver has passed the Series 7, Series 6, SIE, and Series 66 exams. Johnathon Glenn Raver is registered to offer investment advisory services in 46 states and the District of Columbia. Johnathon Glenn Raver previously worked at M&T Securities, Inc.

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ADVISOR BIO

Jonathan Worthington Steele is a financial advisor with over 14 years of experience in the financial services industry. Jonathan is currently registered with Morgan Stanley and has been with the firm since 2009. Before joining Morgan Stanley, Jonathan was a financial advisor with CITIGROUP GLOBAL MARKETS INC. Jonathan holds licenses in both the securities and investment advisory fields.

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ADVISOR BIO

Jonathan Greaney is a financial advisor registered with Morgan Stanley. Jonathan has been in the securities industry since October 26, 2018. Jonathan is licensed to provide securities and investment advisory services in 41 states and the District of Columbia. Jonathan holds licenses for Series 6, 7, 63, and 66 exams. Jonathan provides financial planning and asset allocation services.

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ADVISOR BIO

Jonathan Kobets is a financial professional with over 10 years of experience in the industry. Jonathan currently works with Chevy Chase Trust Co. located in Bethesda, MD. Previously Jonathan was employed at UBS Financial Services Inc. and AllianceBernstein Investments, Inc. Jonathan holds the Series 6, 7, 63, and 65 licenses.

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ADVISOR BIO

Jonathan Rock is an Investment Advisor Representative associated with Knights Of Columbus Asset Advisors Llc. Jonathan Rock's profile shows that they have been registered with the state of Maryland. Jonathan Rock has been in the industry for more than 7 years and has experience working for Knights of Columbus Insurance, Knights of Columbus Asset Advisors LLC and J.D. Rock Custom Home Improvements LLC. Jonathan Rock is currently working as an Investment Advisor Representative with Knights Of Columbus Asset Advisors Llc. Jonathan Rock holds a Series 65 license.

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