ADVISOR BIO

Jacob Amsellem is a financial advisor registered with Cetera Investment Advisers LLC. Jacob has been in the industry for over 6 years and is licensed in Maryland. Jacob works with high-net-worth individuals, corporations, and other businesses to provide comprehensive financial planning services, portfolio management, and educational seminars. Jacob is committed to helping clients achieve their financial goals.

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ADVISOR BIO

James Walker is a Certified Financial Planner™ with over 10 years of experience in the financial services industry. James is currently a registered Investment Advisor Representative with Kendall Capital Management based in Rockville, Maryland. James has a Series 65 license, which qualifies him to provide investment advice to individuals and institutions. James has specialized experience working with high-net-worth individuals and charitable organizations.

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ADVISOR BIO

James Larry Henson is a financial advisor with over 20 years of experience in the industry. James Henson is currently registered with Morgan Stanley and is licensed in 51 states and the District of Columbia. James Henson has previously been registered with CITIGROUP GLOBAL MARKETS INC., TUCKER ANTHONY INCORPORATED, and MOSAIC FUNDS DISTRIBUTOR, LLC. James Henson offers a variety of financial services including asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors. James Henson specializes in portfolio management for businesses, individuals, and investment companies. James Henson manages assets for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, insurance companies, investment companies, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities.

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ADVISOR BIO

James Dale Warring is a financial advisor with Eaglestone Wealth Advisors, Inc. in Rockville, MD. James Dale Warring has been in the industry since March 1999 and has experience in a variety of areas including financial planning, portfolio management, and retirement planning. He is a Certified Financial Planner and a Personal Financial Specialist. James Dale Warring has worked at a number of firms throughout his career including DAI SECURITIES, LLC, TRIAD ADVISORS LLC, H. BECK, INC., 1ST GLOBAL CAPITAL CORP., and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER. James Dale Warring is a valuable resource for individuals and families seeking financial advice and guidance.

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ADVISOR BIO

James Van Putten Vink is a financial advisor with Grove Point Advisors, LLC. James has over 20 years of experience in the financial services industry. James is registered with the state of Florida to provide investment advice and securities brokerage services. James is also registered with the state of Maryland as a registered representative. James has also been employed by a number of other firms including Waddell & Reed, Ameriprise Financial Services, Inc., Securities America, Inc., Stifel, Nicolaus & Company, Incorporated, Ryan Beck & Co., Prudential Securities Incorporated, and Dean Witter Reynolds Inc.

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ADVISOR BIO

James Pender is a financial advisor registered with Cuso Financial Services, LP. James has been in the industry since 2005 and has a broad experience in various financial services firms, including SunTrust Investment Services, Inc., LPL Financial LLC, and Merrill Lynch. James holds Series 7, Series 66, and SIE licenses, and he is registered in multiple states, including Maryland, Virginia, Texas, California, and Florida. James specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations.

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ADVISOR BIO

James Fegan is a financial advisor with Park Avenue Securities LLC. James has over 25 years of experience in the financial industry and holds both a Series 6 and Series 7 license as well as a Series 24. James is also a licensed investment advisor representative in several states. He is currently registered with Park Avenue Securities LLC in Maryland, Virginia and Delaware and is also registered as an investment advisor in Maryland, Virginia, Delaware, Pennsylvania, Rhode Island, Colorado and Texas. James specializes in providing financial planning, investment management, and educational seminars to individuals, high-net-worth individuals, businesses, pension and profit sharing plans and charitable organizations.

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ADVISOR BIO

James McElroy is a financial advisor at Grove Point Advisors, LLC. James has over 25 years of experience in the financial services industry. James is registered with the state of California as an Investment Advisor Representative. James also holds the Series 7, 6, 31, 63, and 65 licenses and is a registered principal with FINRA. James has a diverse background in the financial services industry. Previously, James worked as a financial advisor at diversified securities, incorporated, Private Equity Securities, Inc. and Eplanning Securities, Inc., among others. James is committed to providing clients with personalized financial advice that meets their individual needs.

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ADVISOR BIO

James E. White is an active investment advisor representative with Grove Point Advisors, LLC. James has been in the industry since 1996 and holds the Series 7, Series 52, Series 63, and Series 65 licenses, as well as the SIE exam. Previously, James was registered with Oppenheimer & Co. Inc., Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc.. James works with individual investors, charitable organizations, and pension and profit-sharing plans. James offers financial planning, pension consulting, educational seminars, and portfolio management services.

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ADVISOR BIO

James Edward Joseph is a financial advisor at Financial Services Advisory, Inc. James has been with the firm since October 2004. James is registered to provide investment advisory services in Maryland and Texas. James is a Certified Financial Planner and has experience in providing financial planning services, portfolio management for businesses, and portfolio management for individuals.

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