ADVISOR BIO

Claire Dwyer is a financial advisor who has been in the industry since September 2015. Claire is currently registered with Schaeffer Financial LLC in Rockville, MD. Claire is a Certified Financial Planner and specializes in financial planning, educational seminars, selection of other advisers, and portfolio management for individuals.

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ADVISOR BIO

Clark Alan Kendall is an Investment Advisor Representative at Kendall Capital Management with over 30 years of experience in the financial services industry. Clark has a broad range of experience and holds both the Series 7 and Series 63 licenses. Clark is a Certified Financial Planner and a Chartered Financial Analyst. Clark has been associated with Kendall Capital Management since 2005. Prior to joining Kendall Capital Management, Clark worked at GNA Securities, Inc., Legg Mason Wood Walker, Incorporated, and Folger Nolan Fleming Douglas Incorporated.

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ADVISOR BIO

Claude Romano is a financial advisor with over 30 years of experience in the financial industry. Claude currently works for Grove Point Advisors, LLC, a firm that provides financial planning and portfolio management services to individuals, businesses, and institutional clients. Claude has a broad range of experience in the industry, having previously worked at firms such as PRUCO SECURITIES, LLC. and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Claude is licensed to provide advisory services in Maryland and Florida. Claude is dedicated to providing personalized financial advice to help clients reach their financial goals.

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ADVISOR BIO

Clifford Kwartner is a financial professional with over 10 years of experience in the industry. Clifford is currently registered with MML Investors Services, LLC and has been with the firm since March 2015. Prior to joining MML Investors Services, LLC, Clifford was with EQUITY SERVICES, INC. from March 2009 to April 2013. Clifford is a Series 6, 7, 24, and 63 licensed professional. Clifford has a broad range of experience in financial planning, portfolio management for individuals and businesses, and asset allocation programs.

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ADVISOR BIO

Collin Lavoie is an investment advisor representative with Grove Point Advisors, LLC in Rockville, Maryland. Collin Lavoie has been in the financial industry for over two years and has a Series 66, Series 7TO and SIE license. Collin Lavoie also has previous experience with Cambridge Investment Research, Inc. and LPL Financial LLC. Collin Lavoie specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.

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ADVISOR BIO

Connor Harrington is an investment advisor representative at Morgan Stanley. Connor is registered with the state of Maryland and has been in the financial industry since 2022. Connor has passed the Series 66, Series 7TO, and SIE exams. Connor is also registered with the state of Texas. Connor offers financial planning, educational seminars and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Connor Nicholas Stanley is an Investment Advisor Representative at Apollon Wealth Management, LLC. Connor specializes in providing financial planning, pension consulting, and portfolio management for individuals and pooled investment vehicles. Connor has been working in the industry since 2021. Connor is registered with the state of Maryland. Connor is also licensed as an insurance agent.

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Courtney Hunter Calotta is an Investment Advisor Representative with Donalies Financial Planning, LLC, and has been in the industry since January 2018. Courtney is licensed to provide financial advice in District of Columbia, Maryland, and New York. Courtney is also a Certified Financial Planner. Courtney has experience in financial planning, portfolio management for individuals, and educational seminars.

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ADVISOR BIO

Craig Adams is a financial advisor with over 18 years of experience in the financial services industry. Craig is a Certified Financial Planner and holds the Series 6, 7, and 63 licenses, along with the SIE and Series 65 exams. Craig currently works at Grove Point Advisors, LLC where he provides financial planning and portfolio management services to individuals, families, and businesses. Craig specializes in retirement planning, investment management, and estate planning. Craig has a strong commitment to helping his clients achieve their financial goals and providing them with personalized advice. Craig has a proven track record of success in helping his clients achieve their financial goals. He is a respected member of the financial community and has a strong reputation for his integrity and professionalism.

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ADVISOR BIO

Curtis Andrew McKay is a financial advisor with RBC Capital Markets, LLC, a firm that manages over $259 billion in assets. Curtis has been in the financial industry since December 1999, and has experience working with a wide range of clients including individuals, businesses, and institutions. Curtis is a registered investment advisor in multiple states and holds several licenses, including Series 7, Series 6, Series 24, Series 63, and Series 65. Curtis specializes in providing investment advice, financial planning, and portfolio management services. Curtis is also a board member of The Lydia & Dexter Manley Foundation.

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