ADVISOR BIO

Aaron Weston is a financial advisor with Financial Services Advisory, based in Rockville, MD. He has been in the financial services industry since December 2012 and is registered with the state of Maryland as an Investment Advisor Representative. Aaron holds the Series 66, Series 7, and SIE licenses. His primary focus is on providing financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Abraham Merkin is a financial advisor at Wells Fargo Clearing Services, LLC, with over four years of experience in the financial services industry. Abraham is registered with both FINRA and the state of Maryland. Abraham specializes in investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for both businesses and individuals. Abraham has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Adrian Calame is an investment advisor representative at Edward Jones, a firm with over $824 billion in assets under management. Adrian has been in the industry since January 30, 2018, and is registered in 29 states including Maryland and Texas. Adrian specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Adrian holds the Series 7, Series 66 and SIE exams.

SPECIALIZATIONS

ADVISOR BIO

Adrianne Smith is a financial advisor at Grove Point Advisors, LLC, with over 10 years of experience in the financial services industry. Adrianne is a Certified Financial Planner™ professional and holds Series 7, 66, and SIE licenses. Adrianne is registered in 37 states and the District of Columbia. Adrianne specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Adrianne is passionate about helping her clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Alan Brent Golden is a financial advisor with over 30 years of experience in the industry. Alan currently works with Osaic Wealth, Inc. and has previously worked for FSC Securities Corporation and Pruco Securities, LLC. Alan's areas of specialization include Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, and Portfolio Management for Businesses and Individuals.

SPECIALIZATIONS

ADVISOR BIO

Alan Moore Belanger is a financial advisor with LPL Financial LLC and is registered with FINRA and the state of Maryland. Alan Moore Belanger has been in the industry for over 10 years. Alan Moore Belanger has also held positions with State Farm VP Management Corp., Milestone Asset Management, LLC, Guardian Life Ins, David Munson Insurance Agency and Park Avenue Securities. Alan Moore Belanger is also licensed to sell securities in Maryland.

SPECIALIZATIONS

ADVISOR BIO

Alan Majak is a financial advisor with over 20 years of experience in the industry. Alan is currently a Registered Representative of Maryland Financial Group, Inc. and an Investment Adviser Representative of Legacy Wealth Management. Alan has previously held positions with BB&T Securities, LLC, Truist Investment Services, Inc., SunTrust Investment Services, Inc., Wells Fargo Advisors, LLC, Wachovia Securities, LLC, Wachovia Securities, Inc. and First Union Brokerage Services, Inc. Alan is a Certified Financial Planner™ and holds the Series 66, Series 63, Series 7, and Series 24 licenses. Alan provides financial planning, portfolio management and investment advisory services to individuals, families, businesses and non-profit organizations.

SPECIALIZATIONS

ADVISOR BIO

Alan Levine is a financial advisor with over 23 years of experience in the industry. Alan is currently registered with Grove Point Advisors, LLC in Rockville, MD and Ashland, OR. Alan has previously worked for Diversified Securities, Incorporated in Long Beach, CA, Morgan Stanley Smith Barney in Newport Beach, CA, and Citigroup Global Markets Inc. in Newport Beach, CA. Alan holds FINRA Series 63, 65, 7, and SIE licenses. Alan is also a licensed insurance agent in Oregon.

SPECIALIZATIONS

ADVISOR BIO

Alejandro Doble is a financial advisor with Grove Point Advisors, LLC. Alejandro has been working in the financial industry since November 2015. Alejandro has passed the Series 66, Series 7 and SIE exams. Alejandro has a current registration with FINRA and is registered with the states of District of Columbia, Florida, Maryland, New Jersey, New York, North Carolina, and Utah. Alejandro has a previous role with Allocation Resource Group, Gilman Ciocia, and H. Beck, Inc. Alejandro has been registered as an investment advisor representative with Grove Point Advisors, LLC since April 2021 and has also been registered as an investment advisor representative with Grove Point Investments, LLC since April 2021.

SPECIALIZATIONS

ADVISOR BIO

Aleksandr Seleznev is a financial advisor registered with the state of Maryland and Virginia, currently working with Capital Squared Financial LLC. Aleksandr has been in the industry since 2012 and is a Certified Financial Planner. Aleksandr's experience includes working with May Barnhard Investments, LLC dba MBI, LLC and May Barnhard, PC. Aleksandr works with individuals, charitable organizations, and high-net-worth individuals.

SPECIALIZATIONS