ADVISOR BIO

Aaron Michael Puckett is a financial advisor with over 20 years of experience in the financial services industry. Aaron is registered with LPL Financial LLC and has a Series 7, Series 24, Series 63, and Series 66 license. He is also a Certified Financial Planner. Aaron has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Aaron specializes in financial planning, investment management, and retirement planning. He is committed to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Andrew Cecil is a financial advisor at LPL Financial LLC in Westminster, MD. Andrew has been working in the financial industry since July 2017 and is registered as a Broker and Investment Advisor. Andrew holds the Series 6, 7, 63, and 65 licenses. Andrew also holds the SIE exam. Andrew is also a Certified Financial Planner. Andrew works with a variety of clients including individuals, businesses, and retirement plans. Andrew provides services including financial planning, portfolio management, and educational seminars. Andrew has over $463 billion in assets under management at LPL Financial LLC.

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ADVISOR BIO

Benjamin Craig Rogers is a financial advisor with Edward Jones, a firm with approximately $10 billion to $50 billion in assets under management. Benjamin is a registered representative in Maryland and has been in the securities industry since 1998. He has a variety of designations and licenses, including Series 7, Series 63, Series 66, and SIE. Benjamin has been with Edward Jones since 1998, working with clients in the Westminster, Maryland area.

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ADVISOR BIO

Blane Anthony Wright is a registered representative with Raymond James & Associates, Inc., located in WESTMINSTER, MD. Blane has been in the securities industry since 2000. Previously, Blane was a registered representative with TD Ameritrade, Inc., Scottrade, Inc., PNC Investments, Wells Fargo Advisors, LLC, ING Financial Partners, Inc., Legg Mason Investor Services, LLC, Legg Mason Wood Walker, Incorporated, OLDE Discount Corporation, and Paragon Capital Corporation. Blane is licensed to sell securities in several states.

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ADVISOR BIO

Brandon O'Neill is a registered representative with Edward Jones. Brandon has been in the financial services industry since 2011. Brandon has a Series 66, Series 7, and SIE licenses and is registered with the state of Maryland as a registered investment advisor. Brandon has experience in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Brandon Monahan is a financial advisor at Janney Montgomery Scott LLC in Westminster, MD. Brandon has been in the financial services industry since September 2018. Brandon offers financial planning, portfolio management, and pension consulting services. Brandon holds the Series 66, Series 7, and SIE licenses. Brandon is also a Certified Financial Planner.

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ADVISOR BIO

Bryan Myers is a financial advisor with Redwood Private Wealth, a firm with a focus on providing financial planning and investment management services to high-net-worth individuals, corporations, and other businesses. Bryan has been working in the financial services industry since 1994, and has experience with a variety of investment strategies. Bryan also has experience with insurance sales, and serves as president and insurance producer for Strategic Asset Management, Ltd. Bryan is a registered investment advisor in Maryland.

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Bryan Carney is a financial advisor with over 16 years of experience in the industry. Bryan is registered with Janney Montgomery Scott LLC and holds Series 7, 31, and 66 licenses as well as the SIE designation. Bryan is also a Certified Financial Planner. Bryan has previously worked at Morgan Stanley and Citigroup Global Markets Inc. Bryan is registered in 32 states and the District of Columbia.

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ADVISOR BIO

Christine Marie Clements is a financial advisor in Westminster, MD. Christine has over 20 years of experience in the financial services industry. Currently, Christine is registered with Wells Fargo Clearing Services, LLC and is also a registered representative in Maryland and Virginia. Christine holds the Series 6, Series 63 and SIE licenses. In addition to her current role, Christine has also worked with State Farm VP Management Corp. and Wells Fargo Advisors, LLC. Christine specializes in providing investment advice to individuals, high-net-worth individuals, corporations, businesses, and charitable organizations.

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ADVISOR BIO

Christopher Yingling has been in the financial services industry since October 25, 1993. Christopher is currently registered as a broker and an investment advisor representative with RBC Capital Markets, LLC. Christopher is also registered in Alabama, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Missouri, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia. Christopher has experience with a variety of clients, including high-net-worth individuals, corporations, and institutions. Christopher has also held previous roles at Ferris, Baker Watts, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher is a member of the Carroll Community College Planned Giving Committee.

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