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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Maryland involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Maryland?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Maryland to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Maryland financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Maryland

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Doug Miller J.D.

Northwestern Mutual

6011 University Blvd Suite 370

Ellicott City, MD 21043

443-956-1216

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Erich Imphong

Plotkin Financial Advisors, LLC

8401 Connecticut Ave
Suite 400

Chevy Chase, MD 20815

301-907-9790

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Jake Marcoux

Legacy Capital

300 Red Brook Blvd
Suite 320

Owings Mills, MD 21131

240-643-2337

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William Ryon

Ryon Wealth Strategies

1997 Annapolis Exchange Parkway
Suite 300

Annapolis, MD 21401

877-646-1186

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Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

61 Cornhill Street

Annapolis, MD 21401

410-263-1313

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David Middleton

Middleton Advisory

3 Bethesda Metro Center
Suite 700

Bethesda, MD 20814

202-503-4015

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Jonathan Saxon

Edelman Financial Engines, LLC

901 Dulaney Valley Road,
Suite 901

Towson, MD 21204

410-823-0592

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Kevin Colleran

Edelman Financial Engines, LLC

6550 Rock Spring Drive
Suite 510

Bethesda, MD 20817

301-547-3169

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Seth Gusman

Edelman Financial Engines, LLC

900 Bestgate Road, Suite 407
Suite 250

Annapolis, MD 21401

410-505-8466

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Tom Magyar

Edelman Financial Engines, LLC

12510 Prosperity Drive
Suite 350

Silver Spring, MD 20904

301-563-9015

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Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

Lutherville, MD 21093

410-659-8905

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Scarborough Capital Management

Scarborough Capital Management

1906 Towne Centre Blvd

Annapolis, MD 21401

410-573-5700

List of Additional Financial Advisors in Maryland*

* Additional advisor listing is provided in partnership with Yext

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Edward Jones - Financial Advisor: Rochelle S Brown, CFP®|AAMS¿

4201 Northview Drive
Suite 223

Bowie, MD 20716
301-249-4771

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Lucas Holmes - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
410-341-7937

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Gregory M Bell - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-602-6400

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Jim Peterson - Morgan Stanley

30 W Patrick Street 7th
Fl

Frederick, MD 21701
301-663-8833

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Howard Bregman - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 540

Bethesda, MD 20817
301-986-0087

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Bonny Davis - Ameriprise Financial Services, LLC

9701 Apollo Dr
Ste 301

Upper Marlboro, MD 20774
301-313-9099

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Henry Slyker - Ameriprise Financial Services, LLC

100 International Dr
Ste 21200

Baltimore, MD 21202
410-308-6109

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Cindy S Chuk - TD Wealth Financial Advisor

8101 Wisconsin Avenue

Bethesda, MD 20814
240-653-7183

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Advocate Investing Services

1320 Saint Michaels Road

Mount Airy, MD 21771
240-403-0039

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Almacy & Davies Financial Group

5100 Buckeystown Pike
Suite 275

Frederick, MD 21704
301-698-1405

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First Command Financial Advisor - Jennifer Hill

21615 S Essex Dr
Ste 52

Lexington Park, MD 20653
301-862-4900

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Bailey Wealth Advisors

8403 Colesville Road
Suite 845

Silver Spring, MD 20910
301-585-4701

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Mitchell Greg Berlin - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
301-263-8508

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Edward Jones - Financial Advisor: Suzanne Bradshaw, AAMS¿

6220 Georgetown Boulevard
Suite D

Eldersburg, MD 21784
410-549-1829

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Allstate Personal Financial Representative: Mark E. Baker

10610 Rhode Island Ave
Ste 202

Beltsville, MD 20705
202-234-4497

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Axiom Value Financial Services

9200 Corporate Boulevard
Suite 142

Rockville, MD 20850
240-863-3688

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Turning Point Financial

7210 Corporate Court
Suite A

Frederick, MD 21703
301-846-9336

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Bethesda, MD Branch Office - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5000

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Edward Jones - Financial Advisor: Robert Keller, AAMS¿

7735 Old Georgetown Rd
Suite 110

Bethesda, MD 20814
301-656-6018

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Behnam & Associates - Ameriprise Financial Services, LLC

6010 Executive Blvd
Ste 1000

Rockville, MD 20852
301-284-8800

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Danielle Moore - Ameriprise Financial Services, LLC

2324 N Zion Rd
Ste 109

Salisbury, MD 21801
410-860-1137

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Atlantic Financial Group, LLC

8706 Commerce Dr.
Suite

Easton, MD 21601
443-249-3311

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Conrad Yanguba

1901 Research Blvd
Suite 100-GJ

Rockville, MD 20850
301-251-5116

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Brady Gallagher - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
410-559-7264

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First Command Financial Advisor - Marquita Hawkins

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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Geoff Galster - Ameriprise Financial Services, LLC

8601 Georgia Ave
Ste 910

Silver Spring, MD 20910
202-223-3450

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Brad Davis - Ameriprise Financial Services, LLC

300 Red Brook Blvd
Ste 320

Owings Mills, MD 21117
301-876-4924

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Janet McCabe - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5827

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Thomas Colantuno - Ameriprise Financial Services, LLC

877 Baltimore Annapolis Blvd
Ste 315

Severna Park, MD 21146
410-846-1431

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Pizza Hut

6653 Governor Ritchie Hwy
#22A

Glen Burnie, MD 21060
410-761-5646

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Goosehead Insurance - Adam Scott

844 Ritchie Hwy
Suite 203

Severna Park, MD 21146
410-793-7518

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First Command Financial Advisor - Warren Brooks

21615 S Essex Dr
Ste 52

Lexington Park, MD 20653
301-862-4900

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Pierre Marie Longkeng

301-441-4528

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Money 24/7

410-925-9835

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George Krzywicki - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
301-320-0500

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Thomas C Kimmerle - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5432

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Bill Gammon - Ameriprise Financial Services, Inc.

1954 Greenspring Dr
Ste 200

Timonium, MD 21093
410-308-6122

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Marcus Gold, MBA

6901 Rockledge Drive
Suite 500

Bethesda, MD 20817
910-320-2793

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RS Will Wealth Management

154 A North Market Street

Frederick, MD 21701
301-360-4477

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Renee Green - Ameriprise Financial Services, LLC

1786 Generals Hwy

Annapolis, MD 21401
410-241-4864

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Michael Shuck - Ameriprise Financial Services, LLC

2014 S Tollgate Rd
Ste 202

Bel Air, MD 21015
410-569-7050

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R Theodore Murphy - Ameriprise Financial Services, LLC

303 International Cir
Ste 490

Hunt Valley, MD 21030
410-308-6100

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Preal Haley - Ameriprise Financial Services, LLC

7711 Belle Point Dr

Greenbelt, MD 20770
301-982-1206

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Clipper City Capital - Ameriprise Financial Services, LLC

303 International Cir
Ste 490

Hunt Valley, MD 21030
410-308-6105

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Bill Jenne - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
410-583-4846

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Boggs & Company Wealth Management

29 North Liberty Street

Cumberland, MD 21502
301-798-7669

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Kenneth I Machlin - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-657-6355

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John Magiros - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1875

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Edward Jones - Financial Advisor: Lisa M Grimes, AAMS¿|CRPC®

14350 Solomons Island Rd
Suite 204A

Solomons, MD 20688
410-394-1765

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Edward Jones - Financial Advisor: John Likoudis, AAMS¿

15 Churchville Road
Suite 111

Bel Air, MD 21014
410-638-9460

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Chandru Ramachandran - Ameriprise Financial Services, LLC

7101 Guilford Dr
Ste 104

Frederick, MD 21704
301-682-8400

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Hallie Lee - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-4791

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The West Group - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5058

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Berkeridge Financial Services

2288 Pulaski Hwy
Unit D

North East, MD 21901
410-775-8932

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Ascent Wealth Strategies Group

2400 Research Boulevard
Suite 320

Rockville, MD 20850
833-696-2974

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Alan M Vassar - Ameriprise Financial Services, LLC

9515 Deereco Rd
Ste 303

Timonium, MD 21093
410-828-2715

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Joshua J. Currence - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
410-341-7916

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I Shiuan Lee

240-428-1977

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Chaojing Jiang

240-428-1977

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David Gately - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8215

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Marie Van Deusen - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
410-494-1872

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Wilsons Leather

7000 Arundel Mills Circle
Spc. 438B

Hanover, MD 21076
410-796-2427

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Dominic Nicolini - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1860

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Pearl Ewuzie

5022 Campbell Blvd
Suite N

White Marsh, MD 21236
443-290-4984

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Allstate Personal Financial Representative: Rodney Brewer

1741 Dorsey Rd
Ste 104

Hanover, MD 21076
443-841-7932

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Alan M Hess - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-602-6447

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Bernarda Torbeso

301-738-7106

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Thomas Hutcheson - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5880

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Laurie O'Toole - Ameriprise Financial Services, LLC

7500 Old Georgetown Rd
Ste 1200

Bethesda, MD 20814
301-634-5556

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Carlson Advisory & Wealth Management - Ameriprise Financial Services, LLC

10025 Governor Warfield Pkwy
Ste 209

Columbia, MD 21044
410-740-8000

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Darryck Farmer

301-441-8108

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First Command Financial Advisor - Annmarie Trombino

21615 S Essex Dr
Ste 52

Lexington Park, MD 20653
301-862-4900

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Andrew Ataras - Ameriprise Financial Services, LLC

7101 Guilford Dr
Ste 104

Frederick, MD 21704
301-682-8400

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Victoria Underhill - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2376

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DTLR

200 East Pratt St
Space 3045

Baltimore, MD 21202
410-528-0048

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The Ridge Group - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8242

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Wei Shen

9801 Washingtonian Blvd
Suite 700

Gaithersburg, MD 20878
240-428-1977

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David Esham - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
410-341-7902

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Jamie W Ryan - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5352

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Integrated Financial Solutions, Inc.

8850 Columbia 100 Parkway
Suite 400

Columbia, MD 21045
410-480-0007

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Alexandra Jamieson, CFP - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3272

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The DiMaio Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-951-1171

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First Command Financial Advisor - Tim Custer

14 W Patrick Street
Suite 200

Frederick, MD 21701
301-694-8219

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Frederick E Casper Jr - Ameriprise Financial Services, LLC

303 International Cir
Ste 490

Hunt Valley, MD 21030
410-964-4936

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Michael J Weeks - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-972-3244

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Okun Financial Group, Inc.

100 West Road
Suite 300

Towson, MD 21204
410-494-6130

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Vernon Thomas - Ameriprise Financial Services, LLC

1954 Greenspring Dr
Ste 200

Timonium, MD 21093
410-964-4902

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Steven G Grassl - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3014

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Kress Monarch - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6341

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Richard Weaver - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5805

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Alison E. Canning - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5343

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Gangadhara Chandu

410-781-8356

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Chesapeake Capital Management LLC

2107 Laurel Bush Road
Suite 206

Bel Air, MD 21015
410-671-2260

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The Monitor Group, LLC

2600 Tower Oaks Boulevard
Suite 220

Rockville, MD 20852
301-251-8550

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Water Street Financial, LLC

4 West Water Street

Smithsburg, MD 21783
301-824-5123

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Turpin Martin Powell, Inc.

2500 Red Cedar Drive

Bowie, MD 20721
301-218-8800

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Richard B Kelly - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5347

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Thomas Hipple - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
410-494-1861

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Sean Eldred - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
410-715-2506

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Michael G Hilliard - Ameriprise Financial Services, LLC

2 Evergreen Rd
Ste 250

Severna Park, MD 21146
410-647-5199

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Dylan J. Vasbinder - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8216

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TES CPA LLC

888-811-5375

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MERC Capital

6832 Olney-Laytonsville Road

Laytonsville, MD 20882
410-902-0000

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Martin Oppenheimer - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2318

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Vintage Financial Partners

600 Jefferson Plaza
Suite 316

Rockville, MD 20852
240-283-7879

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Hunt Valley Retirements, LLC

9 Schilling Road
Suite 104

Hunt Valley, MD 21031
410-931-2004

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Johnson Financial Group Inc

443-807-7311

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Thomas and Thomas Advisors

4806 St. Barnabas Road
Suite 1662

Temple Hills, MD 20757
240-838-7785

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XML Financial Group

One Preserve Parkway
Suite 120

Rockville, MD 20852
301-770-5234

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First Command Financial Advisor - Tami Trocha

14 W Patrick Street
Suite 200

Frederick, MD 21701
301-694-8219

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The MRW Group - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8271

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The Patuxent Group - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3019

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Robert J Brewer, CPA, PC

2255 Craine Highway
Suite 105

Waldorf, MD 20601
301-843-2505

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Premier Planning Group

115 West Street
Suite 400

Annapolis, MD 21401
443-837-2520

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DTLR

701 Russell Ave

Gaithersburg, MD 20877
301-740-8867

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Michael S Beriss - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
301-320-1462

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Onyx Asset & Wealth Management, LLC

10500 Little Patuxent Parkway
Suite 640

Columbia, MD 21044
443-285-3370

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Vinores Financial Services

18 Frederick Rd

Thurmont, MD 21788
301-304-6004

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New Potomac Partners, LLC

4330 East West HWY
#416

Bethesda, MD 20814
240-253-4280

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Harford Financial Group

836 South Main Street
Suite 105

Bel Air, MD 21014
410-838-2992

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Denise Allen - Ameriprise Financial Services, LLC

8601 Georgia Ave
Ste 910

Silver Spring, MD 20910
202-223-3450

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Michael Brick - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5095

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Centennial Wealth Management - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
410-715-2506

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Frank Link - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5804

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The SM Capital Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6357

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The CTW Group - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3229

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Christopher McGarvey - Ameriprise Financial Services, LLC

180 Admiral Cochrane Dr
Ste 550

Annapolis, MD 21401
443-837-1077

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Perpetual Wealth, Inc.

3 Victoria Green Court

Reisterstown, MD 21136
410-517-3170

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Sean M Fox - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8095

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P. Justin Pearlstone - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3213

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Justin Kuczynski - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
443-832-4230

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Eric A Villamater - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8245

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Mark Miller - Ameriprise Financial Services, LLC

1212 E Churchville Rd
Ste 201

Bel Air, MD 21014
410-638-6389

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Bryan Gately - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
410-494-8360

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Christopher Moser - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
410-740-4300

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Legacy Capital - Ameriprise Financial Services, LLC

300 Red Brook Blvd
Ste 320

Owings Mills, MD 21117
410-654-8640

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Chomas Rifkin Group - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5090

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Bonnie Berry - Ameriprise Financial Services, LLC

403 Charles St
Ste 1A

La Plata, MD 20646
301-934-3420

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Allstate Personal Financial Representative: Niki Gray

8813 Waltham Woods Rd
Ste 303

Parkville, MD 21234
410-668-9100

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Chip Herring - Ameriprise Financial Services, LLC

11350 McCormick Rd
Ste 500

Hunt Valley, MD 21031
410-771-5522

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The Tufton Group - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8226

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Donald Collett - Ameriprise Financial Services, LLC

180 Admiral Cochrane Dr
Ste 550

Annapolis, MD 21401
443-837-1062

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Kenneth Hecht, CFP - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5020

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Stevens-Jamieson - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3272

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Mosaic Asset Partners

1122 Kenilworth Drive
Suite 310

Towson, MD 21204
410-821-0089

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Nathaniel Massey - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
301-320-1470

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Larry Wethje - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2351

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Derek Fish - Ameriprise Financial Services, LLC

303 International Cir
Ste 490

Hunt Valley, MD 21030
410-308-6114

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Michael Pelham Lawrence - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3026

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Cory Labre - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8256

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David Hurwitz - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 501

Bethesda, MD 20817
301-263-8509

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Edward Jones - Financial Advisor: Joshua Z Hubbard

3140 W Ward Road
Suite 108

Dunkirk, MD 20754
410-257-4506

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Veridian Capital Partners - Ameriprise Financial Services, LLC

7101 Guilford Dr
Ste 104

Frederick, MD 21704
301-360-9840

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Marshall Financial Group

225 International Circle
Suite 102

Hunt Valley, MD 21030
410-563-1190

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Chesapeake Financial Planners

1200 Glastonbury Way

Bel Air, MD 21014
410-652-7868

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Fraser Financial Partners

1909 Thames Street, Suite 201

Baltimore, MD 21231
443-835-1523

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Adam Goddard - Ameriprise Financial Services, LLC

7500 Old Georgetown Rd
Ste 1200

Bethesda, MD 20814
301-634-5550

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Brad Schwartz - Ameriprise Financial Services, LLC

300 Red Brook Blvd
Ste 320

Owings Mills, MD 21117
301-876-4925

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Bill McNulty - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-664-6861

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Chris Shiring - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 540

Bethesda, MD 20817
301-320-1463

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Jason Bourgo - Ameriprise Financial Services, LLC

7500 Old Georgetown Rd
Ste 1200

Bethesda, MD 20814
301-634-5557

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Allstate Personal Financial Representative: Christopher Humphries

6010G Meadow Rdg Ctr Dr
Ste G

Elkridge, MD 21075
443-865-4252

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Dr. Jovan Jackson - Good News Financial & Investment Advisors LLC

9500 Medical Center Dr
Ste 366

Largo, MD 20774
443-419-7552

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The Financial Strategies Group

11400 Rockville Pike
Suite 500

Rockville, MD 20852
301-984-4461

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Joel B Cohn - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8363

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Keith Collison - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5581

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Charter Financial Group

1000 Bestgate Rd
Suite 300

Annapolis, MD 21401
410-987-3590

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Delmarva Wealth Management, LLC

543 Riverside Drive
Suite B

Salisbury, MD 21801
410-912-4286

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RCS Financial Planning

130 Admiral Cochrane Dr #200

Annapolis, MD 21401
410-224-0097

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Jeffrey T Hayzlett - Morgan Stanley

1185 Imperial Drive
Ste 102

Hagerstown, MD 21740
240-513-3507

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North Peak Financial, Inc.

6 West 2nd Street

Frederick, MD 21701
240-515-0113

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Financial Foundations, Inc.

602 Center Street
Suite 105

Mount Airy, MD 21771
301-829-8610

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StatonWalsh

11350 McCormick Road
Executive Plaza 3 Suite 202

Hunt Valley, MD 21031
410-832-4283

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Sequoia Financial Advisors

1300 York Road
Suite 335

Lutherville, MD 21093
410-321-0860

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Maven Wealth Management

8115 Maple Lawn Blvd.
Suite 350

Fulton, MD 20759
301-776-4244

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McCaskill Financial

220 West Patrick Street

Frederick, MD 21701
301-668-7366

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Paladin Advisor Group

8178 Lark Brown Road
Suite 201

Elkridge, MD 21075
443-283-3482

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Justin E. Saloom - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-631-7102

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Nils Vidal - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-664-6879

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Quantum Wealth Management - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3203

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Capital Investment Management

1459 Underwood Road

Sykesville, MD 21784
410-997-6755

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Richard Zsakany - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 511

Bethesda, MD 20817
301-320-1485

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Ravindra Dixit - Ameriprise Financial Services, LLC

5070 Dorsey Hall Dr
Ste 101

Ellicott City, MD 21042
443-421-0076

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Cragg-Hagerty - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3214

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James Swinney - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8208

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World Financial Group

7501 Greenway Center Drive
Suite 530

Greenbelt, MD 20770
240-997-0042

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Laurette M. Dearden

8814 Heron's Flight

Laurel, MD 20723
301-604-0121

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Adair & Associates

888 Bestgate Rd
Suite 401

Annapolis, MD 21401
410-365-3447

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Judith E Zins - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-657-6347

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Melford G Brown Jr - Ameriprise Financial Services, LLC

1122 Kenilworth Dr
Ste 410

Towson, MD 21204
410-583-5501

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Ilene Brostrom - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
301-320-1465

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Palumbo Financial

1500 Bolton Street

Baltimore, MD 21217
410-761-2664

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Jonathan R. Shimaitis - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8268

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Thomas Pasta - Ameriprise Financial Services, LLC

711 Bestgate Rd
Ste 201

Annapolis, MD 21401
410-224-7582

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Kevin Wesner - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3222

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Potomac Financial Consultants, LLC

20251 Century Boulevard
Suite 350

Germantown, MD 20874
301-948-3900

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Platinum Financial Group

7910 Woodmont Avenue
Suite 1350

Bethesda, MD 20814
301-656-1008

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Anna A Behnam - Ameriprise Financial Services, LLC

6010 Executive Blvd
Ste 1000

Rockville, MD 20852
301-284-8800

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Jason Connor - UBS Financial Services Inc.

307 International Circle
4th Floor

Hunt Valley, MD 21030
410-771-3119

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Hendershot Financial Group

1 Research Court
Suite 450

Rockville, MD 20850
301-987-7211

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Lori Villegas - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5570

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WeberMessick

1740 East Joppa Road
Suite 200

Baltimore, MD 21234
410-933-8811

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Sullivan Financial, LLC

1563 Postal Road
Suite 2A

Chester, MD 21619
410-820-0394

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Martin F Domres - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5550

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Leonard L Lupica II - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
301-320-1473

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Michael Brezovec - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
301-320-1483

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Summer Financial, Inc.

1626 Bellona Avenue

Lutherville, MD 21093
410-560-2666

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Irene Tata - Ameriprise Financial Services, LLC

6010 Executive Blvd
Ste 1000

Rockville, MD 20852
301-591-1385

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Ridley Wealth Strategies

16701 Melford Boulevard
Suite 400

Bowie, MD 20715
301-982-0014

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Traci Mitchell - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5318

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Risk Management Group LLC

14 South Adams Street

Rockville, MD 20850
301-838-4111

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Paladin Wealth Advisors

4500 East West Highway
Suite 125

Bethesda, MD 20814
301-539-2125

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Kevin Ebel - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6361

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Crest Wealth Advisors

1125 West St. Suite 620

Annapolis, MD 21401
443-973-4901

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The Seifert, Bell & Laws Group - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8200

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NFP Wealth Team

6500 Rock Spring Drive
#500

Bethesda, MD 20817
301-512-5320

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Dietz Global Alternative Asset Management

201 International Circle
Suite 230

Hunt Valley, MD 21030
410-891-5700

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Gann Partnership, LLC

3 Church Lane

Baltimore, MD 21208
410-415-5505

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Donohue-Hart-Thomson Financial Group

104 Victory Lane

Bel Air, MD 21014
410-803-0160

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Scott Katzenbarger - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
301-320-1479

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David Rosenthal - Ameriprise Financial Services, LLC

877 Baltimore Annapolis Blvd
Ste 315

Severna Park, MD 21146
410-975-9773

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Drumgoole Financial Services

3309 North Furnace Road

Jarrettsville, MD 21084
410-638-9779

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Wellington Capital Management

4340 East West Highway
Suite 920

Bethesda, MD 20814
301-941-1997

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Miller Financial Group, LLC

225 Schilling Circle
Suite 255

Hunt Valley, MD 21031
410-561-7177

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Stephen Michael Schad - Ameriprise Financial Services, LLC

877 Baltimore Annapolis Blvd
Ste 315

Severna Park, MD 21146
410-975-9778

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Edward Jones - Financial Advisor: Robert G Keeley

1321 Generals Hwy
Suite 301

Crownsville, MD 21032
410-923-6496

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Scott R Manning - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-602-6414

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Benjamin James - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
410-997-9490

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The Concord Point Group - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2374

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Alan Butler - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5445

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Robert E Saunders - Ameriprise Financial Services, LLC

180 Admiral Cochrane Dr
Ste 550

Annapolis, MD 21401
443-837-1064

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Manish Mukhi - Ameriprise Financial Services, LLC

7500 Old Georgetown Rd
Ste 1200

Bethesda, MD 20814
301-634-5580

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Levi Brandriss - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
301-320-1194

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Thomas Petty - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5888

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Kojo Gyabaah - Ameriprise Financial Services, LLC

3717 Decatur Ave
Ste 2

Kensington, MD 20895
301-949-6595

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David Solomon - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
410-715-2506

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Benjamin Hoffman - Ameriprise Financial Services, LLC

303 International Cir
Ste 490

Hunt Valley, MD 21030
410-308-6108

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Samantha Long - Ameriprise Financial Services, LLC

180 Admiral Cochrane Dr
Ste 550

Annapolis, MD 21401
443-837-1075

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Amy Roberts - Ameriprise Financial Services, LLC

303 International Cir
Ste 490

Hunt Valley, MD 21030
410-308-6102

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Morgan Stanley Financial Advisors

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-663-8833

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The Cirelli Reilly Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5427

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George Jing

301-251-5116

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Ge Wang

866-931-3288

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John Wasilewski - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3227

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Joel T Fink - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8356

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William Mazurek - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1856

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First Command Financial Advisor - Levi Finley

5823 Allentown Rd

Camp Springs, MD 20746
301-899-9171

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Horn Wealth Management - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3278

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Harbor Financial Group

16701 Melford Blvd.
Suite 400

Bowie, MD 20715
410-740-4719

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Thomas Kenyon - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 540

Bethesda, MD 20817
301-320-1476

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Morgan Stanley Financial Advisors

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6300

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Matthew Snyder - Ameriprise Financial Services, LLC

303 International Cir
Ste 490

Hunt Valley, MD 21030
410-308-6170

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Terry LeGar MBA, CLTC, New York Life

1906 Brightwood CT

Eldersburg, MD 21784
410-596-3050

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Miche Jean - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2314

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Chris Glotzbach - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5348

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Charles T Swindell - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1855

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Liam McGrath - Ameriprise Financial Services, LLC

3717 Decatur Ave
Ste 2

Kensington, MD 20895
301-949-6595

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The Capitol Bay Group - Ameriprise Financial Services, LLC

7500 Old Georgetown Rd
Ste 1200

Bethesda, MD 20814
301-634-5550

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Dennis M Gurtz - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
301-320-1450

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Brian Avrunin - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
410-715-9021

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Mark Namvary, CFP - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3292

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Lisa Kittner - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5847

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David M Repko - Ameriprise Financial Services, LLC

9515 Deereco Rd
Ste 303

Timonium, MD 21093
410-823-8933

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John Haley - Ameriprise Financial Services, LLC

303 International Cir
Ste 490

Hunt Valley, MD 21030
410-308-6121

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Valley Financial

443-928-5327

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Bayspan Wealth Group - Ameriprise Financial Services, LLC

9515 Deereco Rd
Ste 303

Timonium, MD 21093
410-823-8933

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Richard Juergensen - Ameriprise Financial Services, LLC

11350 McCormick Rd
Ste 500

Hunt Valley, MD 21031
410-771-5522

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Bobby Harris - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 525

Bethesda, MD 20817
301-263-8505

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Aftab Ahmad - Ameriprise Financial Services, Inc.

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
301-320-1480

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BrightPath Retirement Solutions

2138 Priest Bridge Court
Suite 1

Crofton, MD 21114
877-707-0282

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Pierce Hardman - Ameriprise Financial Services, LLC

7500 Old Georgetown Rd
Ste 1200

Bethesda, MD 20814
301-634-5561

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Charles P. McGee - Morgan Stanley

30 W Patrick Street 7th
Fl

Frederick, MD 21701
856-489-6617

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Edward Tilghman - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 560

Bethesda, MD 20817
301-320-1466

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Higher Ground Financial Group, Inc.

5970 Frederick Crossing Lane
Suite 100

Frederick, MD 21704
240-578-4521

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Drew Romans - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-1829

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Edward W. Ted Smith - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5374

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Rod Faghani - Ameriprise Financial Services, LLC

6400 Goldsboro Rd
Ste 550

Bethesda, MD 20817
301-365-6776

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Alcumus Financial Group - Ameriprise Financial Services, LLC

8601 Georgia Ave
Ste 910

Silver Spring, MD 20910
202-223-3450

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Peter G Christofferson - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8357

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Cummins & Associates Financial Group  

11350 McCormick Rd
Executive Plaza IV, Suite 200

Hunt Valley, MD 21031
410-497-3627

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Marcel Santos

8757 Georgia Avenue
Suite 405

Silver Spring, MD 20910
240-485-1505

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The Chesapeake Group - UBS Financial Services Inc.

3 Park Place
Suite 300

Annapolis, MD 21401
410-260-2321

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Morgan Stanley Financial Advisors

107 Centennial St.
Ste 102A

La Plata, MD 20646
301-645-9304

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Frederick H Morgan - Morgan Stanley

28601 Marlboro Ave
Ste 201

Easton, MD 21601
410-770-6142

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Campbell Financial Services

7310 Ritchie Highway
Suite 700

Glen Burnie, MD 21061
410-766-0900

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Lawrence Brachfeld - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6446

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Matthew McGovern - Ameriprise Financial Services, LLC

9515 Deereco Rd
Ste 303

Timonium, MD 21093
410-823-8933

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David Lohff - Ameriprise Financial Services, LLC

109 Saint Marys Ave
Ste 101

La Plata, MD 20646
301-934-9219

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The Rubin Kretkowski Hanson Group - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5024

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Allstate Personal Financial Representative: Kent Gibson

2288 Blue Water Blvd
Ste 470

Odenton, MD 21113
410-245-4720

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Gordon Witherspoon - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8210

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Syed Alam - Morgan Stanley

2330 W Joppa Rd
Suite 255

Lutherville, MD 21093
443-259-3031

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Eric Amegashie

301-441-8108

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Edoh Ameduite

301-251-5116

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Trident Wealth - Ameriprise Financial Services, LLC

711 Bestgate Rd
Ste 201

Annapolis, MD 21401
410-224-7581

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James Kerasiotes - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
410-715-2506

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Michelle Owens - Ameriprise Financial Services, LLC

6010 Executive Blvd
Ste 1000

Rockville, MD 20852
301-591-1710

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Kristopher Johannssen - Ameriprise Financial Services, LLC

303 International Cir
Ste 490

Hunt Valley, MD 21030
410-308-6104

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Morgan & Associates - Ameriprise Financial Services, LLC

3300 N Ridge Rd
Ste 340

Ellicott City, MD 21043
410-418-9800

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Joel GalliganStierle - Ameriprise Financial Services, LLC

300 Red Brook Blvd
Ste 320

Owings Mills, MD 21117
410-878-2488

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Morgan Stanley Financial Advisors

1185 Imperial Drive
Ste 102

Hagerstown, MD 21740
240-513-3500

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Dora Kumah

301-441-8108

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Stone Wealth Management - UBS Financial Services Inc.

307 International Circle
4th Floor

Hunt Valley, MD 21030
410-771-3142

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Michael Costigan - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
410-720-3190

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Devin Monroe - Ameriprise Financial Services, LLC

11350 McCormick Rd
Ste 500

Hunt Valley, MD 21031
410-771-5522

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Joe Martin - Ameriprise Financial Services, LLC

8601 Georgia Ave
Ste 910

Silver Spring, MD 20910
301-587-6700

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Michael Niedzwiecki - Ameriprise Financial Services, LLC

211 Fulford Ave

Bel Air, MD 21014
410-838-7526

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The Veridical Group - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2370

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Rachel Heimann - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6327

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Morgan Stanley Financial Advisors

150 West Market St
Ste 301

Salisbury, MD 21801
410-341-7900

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Yeena Liu - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6305

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Christina Foster - Ameriprise Financial Services, LLC

5550 Sterrett Pl
Ste 216

Columbia, MD 21044
410-997-3788

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Morgan Stanley Financial Advisors

28601 Marlboro Ave
Ste 201

Easton, MD 21601
410-822-3400

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The Boyle Anderson Group - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-9033

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The Harris Gibson Group - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3219

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Charles 'Chick' Anderson - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-9036

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Sean Boice - Morgan Stanley

30 W Patrick Street 7th
Fl

Frederick, MD 21701
301-696-8242

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The Chesapeake Group - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8234

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Creekmur Wealth Advisors

4701 Sangamore Road
Suite 111

Bethesda, MD 20816
866-358-4441