ADVISOR BIO

Alexander Roesner is a financial advisor with Black Diamond Financial, LLC. Alexander has been in the industry since 2019 and holds the Series 66, Series 7TO and SIE licenses. Alexander specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Alexander is a Certified Financial Planner and has a background in banking. Alexander has experience working with high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.

SPECIALIZATIONS

ADVISOR BIO

Alexander Robert Price is a financial advisor with Homrich Berg. Alexander has been working in the financial services industry since 2014. Alexander is a Certified Financial Planner™. Alexander is registered to provide investment advisory services in Maryland. Alexander is located in Towson, MD. Alexander has a strong background in financial planning, investment management, and wealth management. Alexander has experience working with high-net-worth individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Amelia Huppert is an Investment Advisor Representative at Homrich Berg with a focus on providing financial planning and portfolio management for individuals, businesses, and investment companies. Amelia is also registered as an Investment Advisor in Maryland. Prior to joining Homrich Berg, Amelia worked at WMS Partners, LLC. Amelia has experience providing portfolio management services and has a strong understanding of the financial markets.

SPECIALIZATIONS

ADVISOR BIO

Andrew Nicholson Riehl is a registered Investment Advisor Representative with Cerity Partners LLC. Andrew holds the Series 65 and is also a Chartered Financial Analyst. Andrew has been in the industry since 2016 and has worked at firms such as Maryland Capital Management, Croft Leominster Investment Management and Cerity Partners LLC. Andrew is based in Towson, MD and has been with Cerity Partners LLC since January 2023.

SPECIALIZATIONS

ADVISOR BIO

Brendan Sweeney is a registered Investment Advisor Representative (IAR) with Cerity Partners LLC. Brendan is based in Towson, Maryland and has been in the financial services industry since January 2010. Brendan holds the Series 65 license and is a Chartered Financial Analyst (CFA). Cerity Partners LLC is an SEC-registered investment adviser firm. Brendan, with Cerity Partners LLC, specializes in providing financial advice for individuals, families, and businesses. They offer a range of services, including financial planning, portfolio management, and tax services. They have expertise in advising high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Brigitte Strobl is a registered investment advisor representative with Black Diamond Financial, LLC in Towson, Maryland. Brigitte has been with Black Diamond Financial, LLC since 2019 and is a licensed professional in Maryland. Brigitte has been in the industry since 2013 and has a Series 65 license. Brigitte specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Bryan Michael Lopez is a financial advisor registered with the state of Maryland. Bryan has been in the financial services industry since June 2004 and is affiliated with WMS Partners, LLC. Bryan is a Chartered Financial Analyst and holds a Series 65 license. Bryan specializes in portfolio management for pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Cari Pauline Elliott is an Investment Advisor Representative at Homrich Berg in Towson, Maryland. Cari holds a Series 65 license. Cari Elliott has been in the industry since 2014. Cari is also involved in the community as a Vendor Coordinator / Care Team Member at The Barn at Pleasant Acres.

SPECIALIZATIONS

ADVISOR BIO

Chad Norfolk is an investment advisor representative with Homrich Berg. Chad has been in the industry since 1999, has his Series 7, 6, and 66 licenses and is also a Certified Financial Planner. He has previous experience at Triad Advisors, Inc. and 1st Global Capital Corp. Chad specializes in providing financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. He also provides selection of other advisors and bill pay services. Chad is registered in Maryland.

SPECIALIZATIONS

ADVISOR BIO

Chase Llewellyn is an Investment Advisor Representative at Black Diamond Financial, LLC. Chase has been in the financial industry since 2023 and has a Series 65 license. Chase's areas of expertise include financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Chase has worked at Black Diamond Financial, LLC since 2023. Chase is also a graduate of Georgetown University.

SPECIALIZATIONS