ADVISOR BIO

Sharon Chapman is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Rockville, MD. Sharon has been in the financial services industry since 1996. Sharon is licensed in 17 states and holds the Series 7, 63 and 65 licenses as well as the SIE exam certification. Sharon specializes in providing financial advice and portfolio management services to high net worth individuals, corporations, and other businesses. In addition to her work with Raymond James, Sharon also provides hourly and fixed rate consultations and is involved in Capital Wealth Management Group LLC.

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ADVISOR BIO

Shay Suzanne Thomson is a financial advisor with Edward Jones, a firm with offices in St. Louis, Missouri. Shay has been in the financial industry since 2016 and is licensed to provide investment advice in 18 states including California, Delaware, Florida, and Maryland. Shay holds Series 7 and Series 66 licenses. Shay also holds a Certified Financial Planner designation. Shay is registered with FINRA and the state of Maryland.

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ADVISOR BIO

Sheela Shah is a financial professional with over 30 years of experience in the industry. She is currently registered with MML Investors Services, LLC and holds a Series 6, Series 63 and Series 65 license. Previously, Sheela was registered with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Sheela specializes in providing financial planning, portfolio management, and asset allocation programs to individuals, corporations, and other business entities.

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ADVISOR BIO

Sherman Malcolm Ethridge is a financial advisor with over 10 years of experience in the industry. Sherman has a background in both insurance and investment advisory services, and holds the Series 7, Series 66 and SIE licenses. Sherman is currently affiliated with CIC Wealth, LLC and Capital Area Planning Group, and has previous experience with both Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sherman provides a variety of services to individuals and businesses, including financial planning, portfolio management, and insurance sales.

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ADVISOR BIO

Shierly Siregar is a registered representative with MML Investors Services, LLC. Siregar holds the Series 6, 7, 24, 26 and 65 licenses. She is a specialist in financial planning, portfolio management, and pension consulting, providing services to both businesses and individuals. Siregar works from the Rockville, Maryland branch office of MML Investors Services, LLC, and has been in the financial services industry since June 8, 2015.

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ADVISOR BIO

Soonhee Cho is an investment advisor representative with Grove Point Advisors, LLC. Soonhee has been in the securities industry since 1998. Soonhee is registered with the state of California. Soonhee also has experience with First Allied Securities, Inc. and FFP Securities, Inc. Soonhee specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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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

Stephanie Ann Yoingco is a registered representative with MML Investors Services, LLC. She is also a registered investment advisor representative. Stephanie has been in the financial services industry since 2008. She has held various roles at several financial institutions, including Grove Point Investments, LLC, Citigroup Global Markets Inc., PNC Investments, and Ameriprise Financial Services, Inc. Stephanie holds Series 7 and Series 66 licenses. She also has a SIE license. Stephanie specializes in providing financial planning and asset allocation services to individuals, businesses, and pension plans.

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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 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.

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