2023 CFAAC Annual Report - Report - Page 41
Gold Sponsors
Silver Sponsors
Bagley & Rhody, P.C.
Nicholas Crivella
Brittney Grizzanti
Atlantic Financial
Group, LLC
Brett M. Sause
Bay Point Wealth
Management
Billy Hufnell
William J. Hufnell
CHEN Law, LLC
Karl L. Chen
Council, Baradel, Kosmerl
& Nolan, P.A.
Maria McKenna
Glenmede Trust
Bridgette Becker
HeimLantz CPAs and
Advisors, LLC
Diane Brewer
Annmarie Kirby
Lombardo Ayers &
Company, LLC
Allen Ayers
Debra Gorman Walker
CovingtonAlsina
Ann Alsina
J.P. Morgan Private Bank
Jay Siembieda
Karen M. Whaley CPA
Karen M. Whaley
Legacy WealthCare, LLC
Erin Willis
Liff, Walsh & Simmons
Greg Ferra
Mullen, Sondberg, Wimbish
& Stone, P.A.
Eric Siegfried
Philip Wimbish
RBC Wealth Management
Sean O'Neill
Murray, McGehrin & Shiery
Group, Bank of America
Matthew McGehrin
Ellen Shiery
Sinclair Prosser Gasior
Beth Burgee
Register of Wills
Anne Arundel County
Michelle Coates
Sims & Campbell, LLC
Frank Campbell
Michael Lehr
Sinclair Prosser Gasior
Jon Gasior
Colleen Prosser
Vallit Advisors
Charles W. Rains
Zachary Reichenbach
White Oak Wealth
Management, LLC
Justin T. Roudiez
Sandy Spring Trust
Greg Pearce
Wealthspire Advisors
Jennine LaCroix
Winston Art Group
Elizabeth Pisano
Bronze Sponsors
Bay Point Wealth
Management
Lyn Dippel
Bessemer Trust
Chris Pintauro
Chesapeake Bay Foundation
Daniel Bornstein
CNR Insurance
Stacey E. Nicholson
Compass US Accountants
and Advisors
Ruth Trilli
Connect Wealth
Kevin Peterson
Edward Jones
Crystal Sage Barker
Feldman Wealth
Advisory, LLC
Charles J. Feldman
Finance Forward, LLC
Elaine Shanley
Franke Beckett, LLC
Jonathan G. Lasley
Frost & Associates, LLC
Leanne Broyles
HeimLantz CPAs and
Advisors, LLC
Sheri Mergenthaler
Nicolette Vaccaro
PNC Private Bank
Chris Hovell
Pomfret & Telljohann
Wealth Management Group
of Wells Fargo Advisors
James J. Pomfret
RBC Wealth Management
Margaret Jackson
Rosenberg Martin
Greenberg, LLP
Brett Baldino
Sims & Campbell, LLC
Zoe Kerasidis
Matthew Pearl
Sarah Thiroway
Skipper Law, LLC
Jessica L. Walsh
Stavely & Sallitto
Elder Law, LLC
Elena Sallitto
JDKatz, P.C.
Cailin Jean Talbert
StoneBridge Advisors
Robert Stachura
Kullman CPA, LLC
Barbara G. Crocker
The Wright Firm
Richard T. Wright
Law Office of
Steven M. Berger, LLC
Steven Berger
Tucker & Meltzer, LLC
Anne Meltzer
Law Offices of
Christine W. Hubbard
Christine W. Hubbard
Long Financial Services |
Raymond James
Brad Long, CFP
Mutual of Omaha HECM
Donald Metcalf
NFP Insurance - Private
Client Group
Nicholas Kiniry
Northrop Realty A Long & Foster Company
Kristi Neidhardt
www.cfaac.org | 41
