ADVISOR BIO

Aaron Forker is a financial advisor with RBC Capital Markets, LLC. Aaron has been in the industry since January 2016. Aaron is registered as an Investment Advisor Representative in Maryland and Texas. Prior to joining RBC Capital Markets, LLC, Aaron was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Aaron specializes in the provision of financial planning, pension consulting, and portfolio management services. Aaron has experience working with a wide range of clients, including high net worth individuals, corporations, and other businesses. Aaron holds the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE) certification.

SPECIALIZATIONS

ADVISOR BIO

Alan Richard Silver is a financial advisor with Grove Point Advisors, LLC, located in Lutherville, Maryland. Alan has been in the industry since 1998, and holds both Series 6 and Series 65 licenses. Prior to joining Grove Point Advisors, Alan worked for Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, NFP Securities, Inc., and United Planners' Financial Services of America. Alan specializes in working with high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Alan provides financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Alan Hess is a financial advisor at Morgan Stanley. Alan has been in the industry since 1981 and has worked at various firms, including Legg Mason Wood Walker, Incorporated, Citigroup Global Markets Inc. Alan is registered in 26 states and is a Registered Representative with FINRA and a licensed Investment Adviser Representative. Alan holds Series 63, 65, 7, and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

Alan Wolfe is a registered investment advisor representative with RBC Capital Markets, LLC. Alan has been in the industry since 1998. Alan's current registrations include Maryland, Texas and the Virgin Islands. Prior to joining RBC Capital Markets, LLC, Alan worked for a number of firms including Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Alan has passed a number of industry exams, including Series 7, Series 10, Series 24, Series 31, Series 55, Series 57TO and SIE. Alan is licensed in a number of states, including Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming.

SPECIALIZATIONS

ADVISOR BIO

Alexander Rotman is a financial advisor with Morgan Stanley. Alexander has been in the financial services industry since December 1999. Alexander has experience in various areas including providing investment advice and portfolio management for businesses and individuals. Alexander is registered with FINRA and the state of Maryland, Texas and 25 other states. Alexander is also licensed to provide investment advice to individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Allison Bridges Duvall is a financial advisor at Morgan Stanley. Allison has been in the industry since 2019 and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Maryland. Allison specializes in financial planning, asset allocation advice, portfolio management for individuals and businesses, and investment management for investment companies. Allison is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Amanda Burnside is a financial advisor with Morgan Stanley. Amanda has been in the financial services industry since 2009 and has experience with several firms including KESTRA INVESTMENT SERVICES, LLC, THE LEADERS GROUP, INC., WUNDERLICH SECURITIES, INC., and CAPITOL SECURITIES MANAGEMENT, INC. Amanda is registered with FINRA and holds the Series 7, Series 63, and Series 65 licenses as well as the SIE exam. Amanda provides financial planning, asset allocation advice, selection of other advisors, portfolio management for individuals, businesses, and investment companies, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Amber Linnae O'Neill is an investment advisor representative associated with Financial Dimensions, Inc. Amber is registered with the state of Maryland and holds the Series 65 exam. Amber has been in the financial services industry since 2013, working at various companies, including First Financial FCU and Towson University. Financial Dimensions, Inc. provides financial planning, portfolio management for individuals, and hourly charges and a percentage of assets for their clients.

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ADVISOR BIO

Andrew David Fink is a financial advisor registered with Morgan Stanley in Lutherville, Maryland. Andrew has been in the industry since January 2008 and has experience working at firms such as Citigroup Global Markets Inc. and MetLife Securities Inc. Andrew specializes in providing financial advice and investment management services to individuals, families, and businesses. Andrew holds Series 6, 7, 31, and 66 securities licenses as well as a SIE designation, indicating a strong foundation in financial knowledge. Andrew is committed to providing personalized financial advice and investment strategies to help clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Andrew Sullivan is a financial advisor with over 17 years of experience in the financial services industry. Andrew is currently registered with Harbor Investment Advisory, LLC in Lutherville, MD. Andrew has a broad range of experience, having previously worked at Tullett Prebon Financial Services LLC and Newedge USA, LLC in New York, NY. Andrew is a Series 7 and Series 66 licensed representative and has a wide array of knowledge and expertise in the financial services industry. Andrew works with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Andrew specializes in financial planning, portfolio management, and selection of other advisors. Andrew is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS