Broker Check

Speakers

Speakers

Alexander J. Monk, CFP®

Financial Planning Advisor

(410) 692-9870

alex@akersfinancial.com

Alex joined Akers Financial Group in May of 2012 as an Associate Financial Planner. He is a licensed life and health insurance specialist and holds series 7 and series 66 licenses. Alex is also a FINRA General Securities Representative...

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Andrea Pomilla

Harford County Office on Aging

Andrea Pomilla is the State Health Insurance Program Coordinator for the Harford County Office on Aging. She has worked for the Office on Aging in varying roles since January 2007. Her background in Health Promotion and Education lends...

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Ashley N. Nelson-Raut

Associate | PK Law

Ashley Nelson-Raut is an Associate with Pessin and Katz Law Firm, in the firm’s Wealth Preservation Group. Ashley focuses her practice on advising clients in the areas of estate planning, elder care, estate and trust...

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Bernie McVey, M.B.A.

Financial Planning Advisor

(410) 692-9870

bernie@akersfinancial.com

Bernie has been a part of the Akers team since February, 2016. He holds series 7, 66 and life and health licenses. He has retired from Northrop Grumman Corporation as their Vice President and Chief Information Officer. Prior to that...

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Brian A. Akers, CFP®

President and Founder | Financial Planning Advisor

(410) 692-9870

brian@akersfinancial.com

Brian A. Akers, CFP®, President and Founder of Akers Financial Group, has more than 30 years of experience in the financial services industry. With a determined vision, his organization is built on the premise of serving clients

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Carole Novak

Dream Vacations Specialist | CruiseOne

(410) 877-8232

c.novak@cruiseone.com

I have been hooked on travel, whether it's by land or by sea most of my adult life. Formerly in bookkeeping I have the attention to detail that it takes to help people make sure all of their travel details are taken care of. There is...

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Casey Lynch

Licensed Funeral Director | Evans Funeral Chapel

Casey Lynch is a Licensed Funeral Director with the Evans Funeral Chapel. He has worked in funeral service for nearly 22 years serving in several different capacities. Currently, he is focused on Pre-Need Funeral Service which...

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Craig Arsenault

Senior Vice President, Griffin Capital Securities

Craig Arsenault is a Senior Vice President with Griffin Capital Securities, responsible for raising capital throughout Delaware, Maryland, Virginia, West Virginia, Southern New Jersey, Eastern Pennsylvania and Washington D.C. for the...

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Daniel Wildermuth

Co-Founder & Chief Executive Officer | Arkadios Capital

Daniel is a seasoned 25+ year veteran of the financial services industry. He currently serves as the CEO of Kalos Financial, the firm he and Carol Wildermuth founded in 2004. In his role as CEO, Daniel spearheads the strategic...

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David P. Good

Chief Operating Officer

(410) 692-9870

dgood@akersfinancial.com

David Good began working at Akers Financial Group in April of 2015. He earned his Bachelor of Science degree in Animal Science from the University of Delaware. Following college he managed the breeding operations of Imperial Arabian...

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Eric Kruk, CFP®

Vice President | Franklin Templeton

Eric Kruk began his career in financial services in 1998 and joined Franklin Templeton in 2020. Prior to joining Franklin Templeton, he spent over 22 years as a financial professional with Legg Mason.As an advisor to...

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George Rash

Realtor | Long & Foster Real Estate, Inc.

George Rash is native to Cecil County and loves the area. He is dedicated to finding the perfect house for every buyer. George is a member of the Cecil County Board of Realtors, as well as The National Board of Realtors. He will help...
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J. Paul Franco, M.B.A.

Financial Planning Advisor

(410) 692-9870

PFranco@akersfinancial.com

Paul began as an intern with Akers Financial Group in May, 2017. Paul is licensed in life and accident / health insurance. In September, 2019 he officially became a Financial Planning Assistant. Paul will obtain his Bachelor Degree in...

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Jared Lanchak

Financial Planning Assistant

(410) 692-9870

jlanchak@akersfinancial.com

Jared came on board as a Financial Planning Assistant with Akers Financial Group in November of 2021. He obtained his Bachelor’s Degree in Accounting from Cairn University. Some of Jared's daily responsibilities are: Preparing...

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Jeffery L. Akers, CFP®

Vice President | Financial Planning Advisor

(410) 692-9870

jeff@akersfinancial.com

Jeff joined the financial services industry in 2000 and is now Vice President of Akers Financial Group. He holds licenses in life and health insurance, series 7 and series 66. Jeff is a FINRA General Securities Representative. He...

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Jennifer Eseed

Attorney, Perkins & Zayed

Jennifer Eseed is an Attorney of the firm and concentrates her practice in Estate Planning and Elder Law. Jennifer has served as a trusted advisor to hundreds of clients and their families, providing them with high-quality and...

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Jesse Cunningham, V

Akers Financial Group, Insurance Specialist

jessev@akersfinancial.com

Jesse Cunningham V started his insurance career at State Farm where he learned the basics of car insurance, home insurance, life insurance, and disability insurance. He was very fortunate to have a great mentor to teach him the...

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J. Scott Rogers

Vice President, Senior Advisor Consultant | Franklin Templeton

J. Scott Rogers is a vice president and senior advisor consultant representing Franklin Templeton in Delaware, Maryland and Pennsylvania. As a trusted business partner, he brings valuable perspective to financial advisors in the areas...

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Joseph Conville

Regional Director, W.E.Donoghue & Co., Inc.

BA- Accounting, La Salle University Over 30 years of successful sales and marketing a variety of investment products including mutual funds and Separately Managed Accounts through multiple distribution channels. Prior to joining W.E....

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Josh Weaver

Operations Specialist

(410) 692-9870

jweaver@akersfinancial.com

Josh has been an intern with us since November of 2018. We have now welcomed him on board in a full time position. He will obtain an Actuarial Mathematics degree from Liberty University in the fall of 2021.

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Kaitlin Lookingbill

Operations Specialist

(410) 692-9870

kaitlin@akersfinancial.com

Kaitlin began working for Akers Financial Group in September of 2013. In May 2014 she obtained her Associates of Arts degree in Music from Harford Community College. She also received her AA in Business Administration in 2015 and is...

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Katie Rash

Senior Real Estate Specialist | Long & Foster Real Estate, Inc.

Katie Rash is a full time Realtor who is the team leader for The Rash Team of Long & Foster Real Estate, Inc. Katie is certified as a Senior Real Estate Specialist. She has extensive knowledge in helping seniors downsize their current...
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Kevin F. Bress

Attorney | PK Law

Mr. Bress participates as a guest speaker at our Retirement Planning Expo and in our webinars. He has been practicing in the estate planning field since graduating law school and has been a principal member of Pessin Katz Law, P.A....

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Kim Haight

Marketing & Client Events

(410) 692-9870

khaight@akersfinancial.com

Kim has been with Akers Financial Group since October 2010. After attending Villa Julie College for paralegal studies, Kim began full time employment with a Bel Air Law firm. She was then employed by Harford County Government as a...

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Kimberly Rice

Controller

(410) 692-9870

krice@akersfinancial.com

In January 2014, Kim Rice joined Akers Financial Group working part time as their Controller. She earned her Bachelor of Science degree in Accounting from Clearwater Christian College in 2006.

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Mark D. Perkins

Principal Attorney, Perkins & Zayed

Mark Perkins is a Principal of the firm and concentrates his practice in Estate Planning and Elder Law. He uses the most sophisticated techniques in the estate planning field. These techniques include Living Trusts, Dynasty Trusts, IRA...

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Mark W. DiOrio, CFA

Cheif Investment Officer | Brookstone Capital Management

Mark DiOrioCFA, Chief Investment Officer, Brookstone Capital Management Mark W. DiOrio, CFA, is the Chief Investment Officer of Brookstone Capital Management. In his role, he leads the firm’s investment committee and drives the...

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Nathan T. McDuffee, CFP®, ChFC®

Financial Planning Advisor

(410) 692-9870

nathan@akersfinancial.com

Nathan joined the Akers Financial Group team in July of 2019. Before moving to Maryland, he earned his B.S. in Business Administration from DePaul University in Chicago. Nathan spent four years after graduation working in management...

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Noah Akers, M.B.A.

Financial Planning Assistant

(410) 692-9870

Noah@akersfinancial.com

He is licensed in life and accident / health insurance. Noah obtained his Bachelor’s Degree in Business Administration and his M.B.A. in December, 2020 from Cairn University. Noah is a life-long Harford County resident and...

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Paula Sorg

Administrative Assistant / Scheduler

(410) 692-9870

psorg@akersfinancial.com

Paula joined our team in May of 2021. She has been in the finance industry for approximately 30 years. Paula is from the Timonium area and so she began her finance career in Baltimore County before moving to Harford County twenty years...

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Ryan Farrell

Vice President, Owl Rock

Ryan Farrell is a Vice President of Owl Rock and Regional Sales Director of Owl Rock Securities covering the Mid-Atlantic Region. Prior to joining Owl Rock in 2018, Mr. Farrell was a Regional Vice President at Altegris Investments....

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Sadie Hood

Operations Support

(410) 692-9870

shood@akersfinancial.com

Sadie joined the Akers team in September of 2021 assisting with Administrative Assistant duties, but soon moved into the Operations Support position. She has an AA in Business Administration from the Community College of Baltimore...

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Sam Payne

Investment Advisor Representative | Asset Marketing Systems

Sam has almost 40 years of experience in the Insurance and Financial Services industry.  He participates as a guest speaker at our Retirement Planning Expo, on our radio show and for our webinars. 

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Saul Dougherty

Senior Director, Capital Markets | CW Market Groups

Saul Dougherty serves as the Senior Director, Capital Markets for CW Markets group, the distribution arm for Cottonwood Residential Inc. and Internacionale, DST. He is responsible for raising equity in the southern half of the US for...

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Susan Daugherty

Administrative Assistant | Scheduler

(410) 692-9870

sdaugherty@akersfinancial.com

Susan joined the Akers Financial team in February of 2018. Susan has a 20 year background with Noxell / P&G Corporation, where she became skilled in customer service, credit, inventory and logistics. After the birth of her third child,

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Susan Ellsworth

Client Data Coordinator

(410) 692-9870

sellsworth@akersfinancial.com

Susan joined the Akers team in August, 2019. She has an eight year, financial industry background, in client administration. She obtained an AA in Biology from Harford Community College and a Bachelor's Degree in Business Management...

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Suzanne Brophy

Travel Agent

Suzanne@PlanYourTripToday.com

I am a travel agent who helps couples and families create memorable experiences on Ocean and River Cruises, and at Disney Destinations, Universal Parks, All-Inclusive Resorts, and Extraordinary Getaways around the world. I create...

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Theresa Karschner

Scheduler

(410) 692-9870

theresa@akersfinancial.com

Theresa Karschner has been working for Akers Financial Group since its inception. Her background encompasses a variety of fields. She worked for the federal government as a budget assistant for seven years. After a few years at home...

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Tony Neves

Senior Vice President of Capital Markets - Northeast at Cottonwood Residential

Tony has been in financial services for more than 20 years. Prior to joining Cottonwood, Tony was Regional Vice President at GWG Holdings, Inc. He was responsible for raising capital in the Northeast territory for GWG's alternative...

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