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Our Team

Talbot Jones Albert, IV

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Managing Director
President & CEO
Baltimore, MD Office

Charles Bailey

Fixed Income Trading
Investment Advisor Representative
Baltimore, MD


Sammy Barsa

Investment Advisor Representative
Vice President – Investments
Mendham Township, NJ


Sheila Beck

Sr. Customer Service Representative,
Chapin Davis Insurance
Peoria, IL Office


Charles Besche

Vice President, Investments
Baltimore, MD Office

John Richard Boo

Senior Portfolio Manager,
JRB Capital Portfolio 1 — Investment Advisor Representative
Baltimore, MD Office

Thomas A. Brubaker

Board of Directors
Senior Vice President, Investments
Peoria, IL Office

Diane Buchanan

Vice President, Principal
Peoria, IL Office

Mary Braun

Vice President, Investments
Baltimore, MD Office

Rick Coale

Investment Advisor Representative
Baltimore, MD


Gale Costa

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Vice President — Investment Advisor Representative
Baltimore, MD Office

Craig Diamond

Senior Vice President — Investment Advisor Representative
Baltimore, MD Office

Alex Frisch

Senior Vice President — Investment Advisor Representative
Baltimore, MD Office

Jeffrey Goldman

Vice President — Investment Advisor Representative
Baltimore, MD Office

Stephanie Elliott

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Managing Director
CCO & COO
Baltimore, MD Office

Kevin Goodman

Fixed Income Trading
Baltimore, MD Office

David A. Gray

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Senior Vice President — Investment Advisor Representative
Peoria, Illinois Office

Julia S. Gray

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Branch Administrator
Baltimore, MD Office
George Grewe

Vice President — Investment Advisor Representative
Baltimore, MD Office

Jim Halle

Vice President, Investments
Baltimore, MD Office

Elisabeth Albert Hayes

Board of Directors
Senior Vice President — Investment Advisor Representative
Baltimore, MD Office

Dori Higdon

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Branch Administrator
Peoria, IL Office

Tim Hurtt

Senior Vice President — Investment Advisor Representative
Baltimore, MD Office

Thomas Jester

Senior Vice President — Investment Advisor Representative
Peoria, IL Office

Scott Kelly

Senior Sales Assistant
Baltimore, MD Office

Steve Kurzweil

Vice President — Investment Advisor Representative
Baltimore, MD Office

Floyd Lankford, III

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Investment Advisor Representative
Baltimore, MD Office

Keith Murray, CFP®

Board of Directors
Certified Financial Planner™
SVP—Investment Advisor Representative
Baltimore, MD Office

Donna Nguyen

Staff Controller
Baltimore, MD Office

Victor Norris

Vice President, Investments
Baltimore, MD Office

John Oliver

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Registered Sales Assistant — Investment Advisor Representative
Baltimore, MD Office

Michele Pasquale

Vice President, Investments
Juniper, FL Office

Luke Smith

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Equity Trader
Registered Options Principal
Baltimore, MD Office

Jay Smith

Vice President — Investment Advisor Representative
Baltimore, MD Office

Mark Swensen

Vice President — Investment Advisor Representative
Baltimore, MD Office


Thomas Thibeault, Sr.

Board of Directors
Vice President — Investment Advisor Representative
Baltimore, MD Office

Stephanie Truant

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Sr. CSR Chapin Davis
Insurance Services

Baltimore, MD Office

 

James Welton

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Vice President — Investment Advisor Representative
Peoria, Illinois Office

Janet Wiand

Senior Administrative Assistant
Baltimore, MD Office

Carl Williams

Senior Vice President — Investment Advisor Representative
Peoria, IL Office

James Zogby

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Senior Vice President — Investment Advisor Representative
Peoria, IL Office

Sharon Zogby

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Officer – Sales Assistant
Peoria, IL Office