Find a Financial Professional
in Maryland

Steven Stern

President

Abel Financial

Steve brings with him over 15 years of helping families with their personal finances. More importantly, Steve is a strong believer in focusing the practice around exceptional client experience and deeply personalized relationships. Steve has worked with ranges of families from low-income through his pro-bono financial planning work to helping ultra-high-net-worth families manage their financial affairs. Through his experiences, Steve realized that his true passion is to work with upper-middle-class families like the one he was raised in. In addition to helping his clients, Steve is passionate about giving back to the community. He currently lives in Eldersburg, MD with his wife Emily, daughter Ryleigh, new son Cole and rescue animals Berger. and Oreo. Steve graduated from the Young Leadership Council which grooms future leaders in the Baltimore Jewish community and spends his free time volunteering with The Associated, a Jewish Philanthropic organization. Steve is a board member of Comprehensive Housing Assistance, Inc. (CHAI) in Baltimore and is on several committees including chairing the investment committee for their multi-million dollar housing development fund.

Joel Greenberg, MBA

Financial Planner

Prudential

I am passionate about working with clients to help them their financial dreams. My main areas of focus are financial planning, insurance, retirement planning, investments and estate planning. I have many years of experience working with a diverse client base. I also assist current Prudential clients answer questions about their policies or investments.

Darren Straniero

Founder

OnPlane Financial Advisors

DIY -> DIT (Do it Together) A lot of the families that find me are DIY investors/planners. Life has happened such that they can't or don't want to manage their financial lives by themselves anymore. That's where I fit in. Hi. I'm Darren. My professional purpose changed when my wife and I were blessed to go from having 1 child to 5 children in just 2.5 years. That wasn't built into our financial plan! In addition to being a husband and father, I'm also a Certified Financial Planner¨ professional who has spent the last 10+ years in the financial services industry. I started my career in 2008 with a national financial services firm and wanted to bring financial advice to families with a transparent fee structure & fewer conflicts of interest. In 2019 I launched OnPlane Financial Advisors LLC and continue to help families manage their financial lives so they can spend their time on the other meaningful areas of their lives. I graduated from Olivet College in Olivet, MI with a degree in Journalism. I wrote for the school newspaper & was an All-American on the golf team. When I'm not managing OPFA families' financial lives, you can find me yukking it up with my wife and kids, coaching our kids' sports teams, working on another recipe in the kitchen, or trying to find my golf game that once was.

Jeremy Eppley

Founder & Financial Advisor

Silverstone Financial

I fell in love with financial advising after helping my friends and family with their investing questions. I earned my Bachelor's degree from Towson University and am pursuing my Master's degree in Personal Financial Planning. I started my career at a boutique wealth management firm in Maryland, eventually deciding to start my own firm during the pandemic. As a strong believer in the Fee-Only Fiduciary movement, I founded Silverstone Financial to be able to serve my clients the right way. Please learn more about why it is important to work with a fee-only fiduciary advisor on my website. As a fee-only fiduciary financial advisor, I enjoy helping individuals, families, and businesses by educating, advising, and preparing them for their financial futures. I hope to continue to use what I know to better the lives of others and bolster their financial confidence. I look forward to meeting you and helping you achieve your financial goals.

Marguerita Cheng

CEO & Founder

Blue Ocean Global Wealth

Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. She takes pride in her ability to make a difference in people’s lives. Rita also volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls.Rita is a Certified Financial Planner® (CFP®) professional, a Chartered Retirement Planning Counselor®, Retirement Income Certified Professional®, and a Chartered SRI Counselor (CSRIC®). She is a member of the CNBC Financial Advisor Council. She is a regular columnist for Kiplinger & US News & World Report, and a past spokesperson for the AARP Financial Freedom Campaign. In addition, she serves on the Board of Directors for CFP Board. In 2022, she was named the #4 Most Influential Financial Advisor in the Investopedia Top 100. She was named a “Woman to Watch” by Investment News in 2017.

Sam Brownell

Financial Advisor

Stratus Wealth Advisors

Sam Brownell, CVA, CFA, MBA has been a financial professional since 2006 and formed Stratus Capital Management (which has since grown into Stratus Wealth Advisors) in July 2013 to provide goals-based investment management to individuals and small businesses. As the firm grew, an increasing number of small business clients sought Sam’s advice on their own business growth issues, including valuation, tax strategy and M&A. In 2019, Sam obtained the CVA certification from the National Association of Certified Valuators and Analysts (NACVA) in order to better serve his business clients.Sam earned his BA in Economics from Loyola University in Maryland and his MBA from the University of Maryland's Robert H. Smith School of Business. Prior to forming Stratus, Sam worked in trading and research at two investment banks, where he became a CFA Charterholder, and was an economic consultant analyzing structured financial products and other fixed income securities.Sam and his wife Sara live in Kensington, Maryland, with their sons Felix and Finn. In his free time, Sam gives back to his community by coaching swimming in the DC area and is an avid fly fisherman.

Michael Cammarata

Financial Services Professional

Tide Creek Financial Group

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you: * Define your personal financial goals * Develop a financial strategy that can help you achieve these goals * Suggest suitable products and solutions based on your own tolerance for risk and your time-frame * Implement your strategy with products and services that help meet your needs. Mike offers total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in: * Retirement analysis and programs * Estate strategies * Employee benefit and retention services * Business continuation strategies I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

Mark Shone

Financial Advisor

Allworth Financial

With more than 30 years of financial sector experience, CERTIFIED FINANCIAL PLANNER® professional Mark Shone is a Partner Advisor in our Walnut Creek, California, office. Mark has a degree in Finance from California State University, Sacramento, and he has completed the certificate in taxation from UCLA and financial education courses at the Wharton School. In his free time, Mark enjoys golf and plays the drums in a Bay Area band. There are only four things a client can do with their money: Spend it, give it to their kids, give it to charity, or give it to the government. With this in mind, my job is to identify how they want their wealth to be utilized both now and in the future. This process begins by spending a great deal of time understanding the goals of each of my clients, including gathering all the necessary financial information. I then take a deep dive into all aspects of financial planning—such as a cash flow projection, retirement income needs, investment strategies, estate planning, tax planning optimization, and an insurance analysis—to develop a personalized wealth strategy. Helping my clients reach their financial goals is something I take very personally and seriously, and I make it my mission to provide clients with the same level of advice and care that I would give to a member of my own family. I want my clients to see me as their planning partner, helping them to making smarter financial decisions over the course of their lives and in the ever-changing financial world.

Charlie worked for several fee-only firms before starting his own practice. Before his career as a financial advisor, he was a financial planning software developer and financial researcher. His financial planning research was published in the Journal of Financial Planning. He received his BS magna cum laude in Finance from Northeastern University and is a retired Navy commander. He is a Real Fiduciary accepted by the Institute for the Fiduciary Standard.

I'm an advice-only financial planner based in North Bethesda, MD. I offer three services: The Hour, The Plan and The Clubhouse. My current clients are (generally) seeking help with: 1) Major life decisions such as getting married, buying a home, starting a family, receiving an inheritance, starti...

Brian Salcetti, AIF®, CIMA® is the CEO, Managing Partner of Sandbox Financial Partners, a SEC registered firm managing $600 million in client assets and providing financial guidance as a "Fiduciary." Brian and Sandbox Financial continue to evolve as an independent wealth management and financial ...