Advisor Directory
John Gerold, AWM
Managing Director - Private Wealth Advisor
Senior Portfolio Director Group
301-907-2727Joseph Smart
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
202-308-5559Katie S. Clark, CRPC®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
301-907-2726Susan Stewart, CPM®, JD
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
301-907-2738Paul Keats
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
301-907-2720John Keats, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
301-907-2719Tommy Miller, CFA®, CRPC®
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
703-245-7904Melanie Folstad, CAP®, CFP®, CPFA®, CRPC®, MBA
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
301-907-2729James B. Paragamian, JD
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
301-907-2767Ann Marie Etergino, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Director Group
301-907-2772Brandt Haring, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
202-306-1309Steve Ross, CFP®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
301-907-2760Sally Kirkpatrick, AIF®, AWM, JD*
Managing Director - Financial Advisor
Senior Portfolio Director Group
301-907-2758Taylor Stewart, CFP®, CIMA®
Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
301-907-2705