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. Raut

Attorney | Bress Raut Law, LLC

Ashley Raut is owner of Bress Raut Law, LLC, with partner Kevin Bress.  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 | Wealth 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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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 working at Akers Financial Group in May of 2017.  He holds series 7 and 66 licenses and is licensed in life and accident / health insurance.  

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Janet Anderson, MSF, MST

Data Coordinator / Tax Planning

410-692-9870

JAnderson@akersfinancial.com

Janet became part of our Akers team in April, 2023.  

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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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Katie Rash

Senior Real Estate Specialist | Berkshire Hathaway

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 | Bress Raut Law

Mr. Bress participates as a guest speaker at our events, webinars and Ratio Show.  He has been practicing in the estate planning field since graduating law school and has owns Bress Raut Law, LLC, with his partner Ashley Raut

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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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Quinton Alston-Spratt

Head of Advisor Practice Mgmt | Franklin Templeton

Quinton Alston-Spratt joined the Legg Mason Sales Training team in August of 2017, and the Franklin Templeton Academy in 2020.  Based in Baltimore, Maryland, Quinton is responsible for supporting US Distribution...
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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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