ADVISOR BIO

Stephanie Shum is a financial advisor with Grove Point Advisors, LLC. Stephanie has been in the financial industry since 2007 and holds the Series 7, Series 63, Series 66, and SIE licenses. Stephanie is registered with the state of California as an investment advisor representative.

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ADVISOR BIO

Steven Kenneth Heger is a financial advisor with over 30 years of experience in the financial services industry. Steven is currently registered with LPL Financial LLC and Global Retirement Partners LLC. Steven has experience providing financial advisory services to individuals, corporations, and other businesses. Steven's areas of expertise include financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

ADVISOR BIO

Steven Barnes is a financial advisor who has been in the financial services industry since 1989. Barnes has a wide range of experience in the financial services industry, working with both individuals and businesses. He is a certified financial planner and holds multiple securities licenses including Series 7, Series 24, Series 26, and Series 63. Currently, Barnes is an investment advisor representative at Grove Point Advisors, LLC, where he has been since 2021. Barnes has held previous positions at other firms, including CUSO Financial Services, L.P., H. Beck, Inc., Dunham and Associates Investment Counsel, Inc., and Primevest Financial Services, Inc. Barnes provides a variety of financial services to his clients, including financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Steven Weisman is a Registered Investment Advisor (RIA) at Glass Jacobson Wealth Advisors. Steven is a Certified Public Accountant and has been in the industry since 1998. Steven is a Partner/Owner in WA CPAs, LLC and anticipates spending 75% of his time towards serving his tax and accounting clients. Steven has experience providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Steven is also a Personal Financial Specialist. Steven holds a current registration with the state of Maryland.

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ADVISOR BIO

Steven Leroy Judd is an Investment Advisor Representative associated with Grove Point Advisors, LLC. Steven has been in the financial services industry for over 20 years and is a Series 6, Series 63, and Series 65 licensed representative. Steven has experience working with a variety of clients including high net worth individuals, corporations, and charitable organizations. Steven is also a Managing Member of Training Connections, LLC, a firm that provides workforce solutions and employment consulting to business entities. Steven has a wide range of expertise and is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

Steven Morgan is a financial advisor with Grove Point Advisors, LLC, based in Rockville, MD. Steven has been working in the financial services industry since December 1991. Steven has experience in various areas, including financial planning, portfolio management for businesses and individuals, and pension consulting.

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ADVISOR BIO

Stuart Sander Fishbein is an active financial advisor registered with Morgan Stanley. Stuart Fishbein has been in the industry for over 22 years, and holds licenses for Series 7 and Series 66 securities exams and the SIE exam. In addition to the licenses Stuart Fishbein has several state registrations including Texas, Maryland and many others.

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ADVISOR BIO

Susan Fonseca is a financial advisor with Morgan Stanley, a firm that has approximately 335,385 clients and manages over $1.4 trillion in assets. Susan's career in the financial industry began in June 2007. Susan specializes in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Susan Harrington is a financial advisor with over 25 years of experience in the industry. Susan currently works at Morgan Stanley and has been with the firm since June 2009. Previously, Susan was employed at CITIGROUP GLOBAL MARKETS INC., and LEGG MASON WOOD WALKER, INCORPORATED. Susan is registered with FINRA and holds the Series 7, 31, 65, and 66 securities licenses. Susan specializes in providing financial planning, portfolio management and asset allocation advice to individuals, families, businesses and institutions.

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ADVISOR BIO

Susan Dixson is a financial advisor with over 28 years of experience in the industry. Susan currently works at Headland Capital, a registered investment advisor firm, and is also registered with LPL Financial. Previously, Susan held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Queens Road Securities, LLC, UBS Financial Services Inc., J.C. Bradford & Co. and Wheat, First Securities, Inc.. Susan holds Series 7, 9, 10, 63, and 66 securities licenses. Susan also holds the Certified Financial Planner designation. Susan specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations. Susan is dedicated to helping her clients reach their financial goals.

SPECIALIZATIONS