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Our National Team

Investments
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist

Shane Weaver

Shane Weaver

Director of Operations

Greg DeGennaro

Greg DeGennaro

CFA®, CAIA

Client Portfolio Manager

Jessica Golson

Jessica Golson

CIPM

Vice President, Investment Operations and Performance

Josh Russell

Josh Russell

CFA®

Portfolio Manager

Mike Lawrence

Mike Lawrence

CFA®

Portfolio Manager

Patrick Sittner

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Sonu Varghese

Senior Investment Analyst

Research Department
Brett Carson

Brett Carson

CFA®

Director of Research

Kevin Zlomke

Kevin Zlomke

Director of Trading

Jake Bleicher

Jake Bleicher

CFA®

Co-Portfolio Manager

Todd Knott

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Jordan Pieper

Trading Specialist

Advanced Solutions Team
Jamie Hopkins

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Managing Partner of Wealth Solutions

Erin Wood

Erin Wood

CFP®, CRPC®, FBS®

Senior Vice President, Financial Planning and Advanced Solutions

Sarah Duey

Sarah Duey

JD, CTFA, CAP®, AEP®

Vice President, Trust Services

Matt Lewis

Matt Lewis

Vice President, Insurance

Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning

Patrick Carter

Patrick Carter

CPA

Director of Tax Planning

Beth Schanou

Beth Schanou

JD

Senior Wealth Planner

Ryan Yamada

Ryan Yamada

CFP®

Senior Wealth Planner

Michael Gruidel

Michael Gruidel

Paraplanner

Jody Jackson

Jody Jackson

FPQP™

Paraplanner

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Equity Planning, Inc.
(301) 652-8702
7910 Woodmont Ave.
Suite 900
Bethesda, MD 20814

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Forbes Best-in-State Wealth Advisor: Awarded to Marc Schliefer (2022). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 34,925 nominations received, based on thresholds – 19,640 invited to complete online survey – 14,476 telephone interviews – 2,657 in-person interviews at Advisor’s location, and 1,311 web-based interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

Copyright 2022 CWM, LLC. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.

Additional information about CWM, LLC and our advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/. You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344.

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