2024 Annual Report2 - Flipbook - Page 41
GOLD MEMBERS
Anne Arundel County
Register of Wills
Michelle Coates
Jasmine Jackson
Karen M. Whaley, CPA
Karen Whaley
Kristi Neidhardt Team of
Northrop Realty
Kristi Neidhardt
Law Offices of
Christine W. Hubbard
Christine W. Hubbard
Long Financial Services,
Raymond James
Brad Long, CFP
Council, Baradel, Kosmerl,
and Nolan
Nicole T. Livingston
Maria McKenna
Legacy Financial Group
Erin Willis
PNC Financial Services Group
Maggie Okonokhua
Paradigm Forensics, LLC
Samantha Fisher
Zachary Reichenbach
HeimLantz CPAs & Advisors, LLC
Annmarie Kirby
Sandy Spring Trust
Greg Pearce
PNC Wealth Management
Christopher Hovell, JD
BRONZE MEMBERS
RBC Wealth Management
Sean O'Neill
Steven Rice
Liff, Walsh & Simmons
Greg Ferra
Jessica Walsh
Modera Wealth Management
Billy Hufnell
William J. Hufnell
Murray, McGehrin & Shiery
Group Bank of America
Matthew McGehrin
Ellen Shiery
Altman Associates
Danielle Lendino
Bessemer Trust
Christopher W. Pintauro
Council, Baradel, Kosmerl,
and Nolan
Kelly Burgy
Robert O. Stachura CFP
Robert Stachura
Rosenberg Martin Greenberg, LLP
Brett Baldino
Sinclair Prosser Gasior
Beth Burgee
Edward Jones Investment
Crystal Sage Barker
The Wright Firm
Richard T. Wright
Edward Jones Investment
Dawn Edgerton-Cameron
Wealthspire Advisors
Jennine LaCroix
Sinclair Prosser Gasior
Jon Gasior
Colleen Prosser
Feldman Wealth Advisory, LLC
Charles J. Feldman, CLU,
CHFC, MSFS
Wells Fargo Advisors
James J. Pomfret
Vallit Advisors, LLC
Charlie W. Raines
Christopher Rosenthal
Finance Forward, LLC
Elaine Shanley
Sims & Campbell
Frank Campbell
Michael Lehr
SILVER MEMBERS
Wealthspire Advisors
Jennine LaCroix
Atlantic Financial Group, LLC
Brett M. Sause
CNR Insurance
Stacey Nicholson
Glenmede Trust
Bridgette Becker
JP Morgan Chase & Co.
Jay Siembieda
White Oak Wealth Management
Justin T. Roudiez
Frost & Associates, LLC
Leanne Broyles
HeimLantz CPAs & Advisors, LLC
Diane Brewer
Sheri Mergenthaler
JDKatz, P.C.
Cailin Jean Talbert
KLR
Ruth Trilli
Kullman CPA, LLC
Stephen J. Kullman
Law Office of
Steven M. Berger, LLC
Steven M. Berger
Christine W. Hubbard, Richard T.
Wright, and Karen Whaley – three of
AAEPC's Founding Members.
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