Broker Check

703-821-1685

Leadership Team

Matthew Echaniz

Matthew Echaniz

Vice President, Southeast Division

757-777-3175

Steve Koziol

Steve Koziol

Relationship Management Director, Southeast Division

757-777-3156

Stefan Lambert

Stefan Lambert

Regional Director

703-821-5063

Xue C. Seo, CLU®

Xue C. Seo, CLU®

Business Operations Manager

410-339-6697

Kornelia Forvour

Kornelia Forvour

Regional Director of Operations

856-488-2823

Annapolis Office 1000 Bestgate Rd., Suite 300
Annapolis, MD 21401

Chadwick Watson

Charter Financial Group

410-987-3590

Elizabeth Liechty, ChFC®, CLU®, ADPA

Charter Financial Group

410-987-3590

Gavin Higgins

Charter Financial Group

410-987-3590

Jeffrey Furniss

Charter Financial Group

410-987-3590

Jeffrey Colbus

Charter Financial Group

410-987-3590

Rick Nistler

Charter Financial Group

410-987-3590

Roberto Molina, MBA

Charter Financial Group

410-987-3590

Steven Goldberg

Charter Financial Group

410-987-3590

Ellicott City Office 24 Frederick Rd.
Ellicott City, MD 21043

David Sloper, CFP®

StoneBridge Advisors, Inc.

443-288-0781

Michael Ward, CLU®, ChFC®, CFP®

StoneBridge Advisors, Inc.

443-288-0781

Robert Symonds, MBA

StoneBridge Advisors, Inc.

443-288-0781

Sarah Cicero, CFP® 

StoneBridge Advisors, Inc.

443-288-0781

Frederick Office 201 Thomas Johnson Dr., #101
Frederick, MD 21702

Brad Young, CFP®, CTFA®

Maryland Financial Planners, Ltd.

301-663-5454

Hunt Valley Office 307 International Cr., Suite 390
Hunt Valley, MD 21031

Amy Brocious, CFP®

Heritage Financial Consultants, LLC

410-785-0033

Andrew Horowitz, CFP®, CRPC®

Heritage Financial Consultants, LLC

410-785-0033

Brian Gracie, CLU®, ChFC®, REBC®

Heritage Financial Consultants, LLC

410-785-0033

Brian Horn, CFP®, ChFC®

Heritage Financial Consultants, LLC

410-785-0033

Christopher Portner, CFP®

Heritage Financial Consultants, LLC

410-785-0033

Elizabeth Paal Gross, CFP®, CRPC®

Heritage Financial Consultants, LLC

410-785-0033

Eric Wyss, MBA, CFP®, CTFA®, AEP®, CLU®

Heritage Financial Consultants, LLC

410-785-0033

Evan Horn, CFP®

Heritage Financial Consultants, LLC

410-785-0033

Joseph Dankowski, MBA, CFP®

Heritage Financial Consultants, LLC

410-785-0033

Katherine Bays Armstrong, CFP®, CRPC®, MBA

Heritage Financial Consultants, LLC

410-785-0033

Nasser Ali, CFA®, CAIA®, CFP®, CRPC®, AAMS®, CMFC®

Heritage Financial Consultants, LLC

410-785-0033

Neil Gunter

Heritage Financial Consultants, LLC

410-771-5410

Richard Grace

Heritage Financial Consultants, LLC

410-785-0033

Stacey Spedden-Irrang, CFP®, LUTCF®, CRPC®, ChFC®

Heritage Financial Consultants, LLC

410-785-0033

Stephen Merrill

Heritage Financial Consultants, LLC

410-785-0033

Thomas Spray-Fry, CFP®, CLU®, CPC®, CRPC®

Heritage Financial Consultants, LLC

410-785-0033

Hunt Valley Office 201 International Cr., Suite 100
Hunt Valley, MD 21030

Peter Maller, MBA, CFP®, AEP®

Maller Wealth Advisors, Inc

410-771-5660

Devon Gluck, CFP®,CIMA®

Maller Wealth Advisors

410-771-5660

John Layug MBA, CFP®, AEP®

Maller Wealth Advisor

410-771-5660

Matthew Aversa ChFC®

Maller Wealth Advisor

410-771-5660

Lutherville Office 1300 York Rd., Suite 335
Lutherville, MD 21093

Jason Shanty

410-321-0860

Joshua Shanty

410-321-0860

Melanie Shanty, CRPC®

410-321-0860

Richard Trudeau

410-321-0860

Lutherville Office 1447 York Rd., Suite 801
Lutherville, MD 21093

Aaron Kelly, CFP®

Academy Financial, Inc.

410-825-0781

Brent Kvech, AWMA®

Academy Financial, Inc.

410-730-9788

Dennis Bauernschub, ChFC®, CLU®

Academy Financial Inc.

410-825-0781

George Buckless, CLU®, ChFC®, MSFS®

410-339-6600

Harry Horn, CLU®, ChFC®, CRPC®

Academy Financial, Inc.

410-825-0781

Jim Metzbower

Academy Financial Inc.

410-825-0781

John Horn, CFP®

Academy Financial, Inc.

410-825-0781

Joseph Barger, CLTC®, CRPC®

Academy Financial, Inc.

410-825-0781

Michael Leonard, ChFC®, CRPC®

Academy Financial, Inc.

410-825-0781

Michael C. McFeeley, CFP®, MSFS, CRPC®, CBEC®

Academy Financial, Inc.

410-825-0781

Richard Craft, CFP®, ChFC®, CRPC®, CRPS®, AWMA®

Academy Financial, Inc.

410-825-0781

Stanely Rodbell, CFP®, JD*

Academy Financial, Inc.

410-825-0781

Millersville Office 8684 Veterans Highway, Suite 202
Millersville, MD 21108

Darren Sweeney, MBA

StoneBridge Advisors, Inc.

443-671-8100

Robert Stachura, CFP®, AEP®, RICP® 

StoneBridge Advisors, Inc.

443-671-8100

Tucker Hite, CFP®

StoneBridge Advisors, Inc.

443-671-8100

Preston Office 147 Main St.
Preston, MD 21655

Brent Fuchs, CFP®, CLU®, ChFC®, CRPC®

Heritage Financial Consultants, LLC

410-673-8361

Matthew Spedden

Heritage Financial Consultants, LLC

410-673-8361

Salisbury Office 112 Baptist St. PO Box 4097
Salisbury, MD 21803

Salisbury Office 106B Williamsport Circle, Suite II
Salisbury, MD 21804

Allyson Wade

Charter Financial Group

443-358-5345

Osborne Christensen, Jr., CLU®, ChFC®

Charter Financial Group

443-358-5345

Sykesville Office 7520 Main St, Suite 102
Sykesville, MD 21784

Scott Gomsak, MBA

Academy Financial, Inc

410-730-9786

Towson Office 210 Allegheny Avenue, Suite 310
Towson MD, 21204

Joseph Morgan, LUTCF®, CRPC®

Heritage Financial Consultants, LLC

410-825-6066

York Office 600 N Hartley St., Suite 160
York, PA 17404

Edward Bird, MBA, CFP®

Academy Financial, Inc.

410-825-0781

Michael C. McFeeley, CFP®, MSFS, CRPC®

Academy Financial, Inc.

410-825-0781

Scott Raab

Academy Financial, Inc.

410-825-0781

Waltham Road Office 9514 Waltham Woods Road
Baltimore MD, 21234

Donald Arnold, CFP®, AEP®, CEP™

Spectrum Wealth Management, LLC

410-339-6600

Wilmington Office 1601 Milltown Rd., Suite 9
Wilmington, DE 19808

Gerard Viars, CLU®, ChFC®, CRPC®

Heritage Financial Consultants, LLC

302-992-0600

Wilmington Office 2036 Foulk Rd., Suite 104
Wilmington, DE 19810

Brent Fuchs, CFP®, CLU®, ChFC®, CRPC®

Heritage Financial Consultants, LLC

410-673-8361

Kenneth Rudzinski, CFP®, CLU®, ChFC®, CAP®, CASL®, CRPC®

Heritage Financial Consultants, LLC

302-529-1320

Steve McDermott

Heritage Financial Consultants, LLC

302-529-1320