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.

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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.

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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.

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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.

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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.

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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.

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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.

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ADVISOR BIO

Alessandra Rosa Tassara is a registered representative with MML Investors Services, LLC, a well-established firm with a long history of serving clients. Alessandra has been in the industry since June 1, 2023, and has a strong foundation in securities and investment knowledge. Her credentials include passing the Series 6TO and SIE exams, as well as the Uniform Securities Agent State Law Examination (Series 63). Alessandra is currently licensed in the District of Columbia, Maryland and Virginia. MML Investors Services, LLC offers a wide range of investment products and services, including asset allocation programs, financial planning, pension consulting and educational seminars. Their focus is on providing personalized advice and strategies to meet the individual needs of their clients.

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ADVISOR BIO

Alexandra Elizabeth Nolan jamros is an investment advisor representative with RBC Capital Markets, LLC in Rockville, Maryland. Alexandra has been in the securities industry since 2013. Alexandra is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, and Washington.

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ADVISOR BIO

Allen Richard Dearing is a financial advisor at Grove Point Advisors, LLC. Allen has been in the financial services industry since 1981. Allen is registered with FINRA and the state of Wisconsin. Allen works with a variety of clients, including individuals, families, businesses, and charitable organizations. Allen specializes in helping clients with financial planning, investment management, and retirement planning. Allen is committed to providing his clients with personalized financial advice and services that are tailored to their specific needs and goals.

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