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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Gordana Schifanelli (CRD# 4129312) is an Investment Advisor Representative working at Allsource Wealth Management, LLC in Stevensville, MD and has over 24 years of experience in the finance industry.
Robert Schilling (CRD# 2609469) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Stevensville, MD and has over 26 years of experience in the finance industry.
As the owner of Chesapeake Investment Planning, Todd Wilhoit provides his individual and business clients with quality, personal and professional financial planning advice, investment management, and insurance planning services. Todd has worked in the finance industry for more than 16 years and is passionate about helping individuals develop a pathway to financial independence now and for the future. Todd is a Certified Retirement Planning Counselor as well as a graduate of Eastern Kentucky University where he obtained a Bachelor of Science degree in Finance. He resides in Stevensville, Maryland...
Glenn Ankenbrand (CRD# 5197839) is an Investment Advisor Representative working at G.h.a. Financial Planning in Stevensville, MD and has over 17 years of experience in the finance industry.
Kevin Caldwell (CRD# 7784021) is an Investment Advisor Representative working at Islands East Advisors in Stevensville, MD and has 1 year of experience in the finance industry.
Erik Johnson (CRD# 2185673) is an Investment Advisor Representative working at Private Fund Advisors, Inc. in Arnold, MD and has more than 24 years of experience in the finance industry.
Ronald Flohr (CRD# 4449737) is an Investment Advisor Representative working at Morgan Stanley in Easton, MD and has over 20 years of experience in the finance industry.
Tracy Aaron (CRD# 2465262) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Easton, MD and has over 18 years of experience in the finance industry.
Christopher Aceto (CRD# 5690805) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Baltimore, MD and has over 7 years of experience in the finance industry.
Steven Ackerson (CRD# 4544200) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Severna Park, MD and has over 21 years of experience in the finance industry. Steven Ackerson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.