Meet Our Team

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

 

Our Advisory Principal & Chief Compliance Officer

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John F. Santry, MBA

Mr. Santry is the firm's Principal and serves as the Chief Compliance Officer and Senior Investment Officer, managing the portfolio needs for the firm’s clients.  Mr. Santry holds a BS degree in Finance from the University of Maryland, College Park and a Master’s in Business Administration from Loyola College, Baltimore, MD.

 


Our Advisory Partners


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William P. Chlan, CPA/PFS, JD

Mr. Chlan joined the firm as an Investment Advisor Representative in 2008.  Mr. Chlan has over thirty years of experience in estate, tax, and financial planning.  He holds a BA degree in Accounting from Loyola College and a Juris Doctor degree from the University Of Baltimore School Of Law.   


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James G. Sweet, CFP

Mr. Sweet joined the firm as an Investment Advisor Representative in 2019 and is a Certified Financial Planner. He holds a BS degree in Business Administration from Towson University and has been a financial consultant for the past decade.


G. Joseph Akers

Mr. Akers joined the firm in 2021 as an Investment Advisor Representative . He Holds a BS degree from the University of Connecticut and a Masters degree from Frostburg State University.



Peter A. Santry

Mr. Santry joined the firm in 2014 as an analyst and is now an Investment Support Representative. He Holds a BA degree from the University of Maryland, Baltimore County.

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Robert J. Wieder, EA

Mr. Wieder founded the firm with Mr. Santry in 1998.  He now serves as an advisor with over thirty five years of experience creating successful individualized financial, estate, and income tax strategies.  Mr. Wieder holds a BA degree from the University of Maryland, Baltimore County.

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Michael F. Kelley

Mr. Kelley joined the firm as an Investment Advisor Representative in 2005.  Mr. Kelley has over thirty years of experience providing investment advice and portfolio management.  He holds a BS degree from the University of Maryland, College Park. 


 

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Jeanne Marie Martin

Ms. Martin joined the firm as Business and Operations Strategist in 2019. Ms. Martin has over thirty years’ experience in the technology industry and holds a BA degree from Towson University.

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Jacqueline L. Melone

Ms. Melone joined the firm in 2018 and is a Client Service Manager and Compliance Analyst. Ms. Melone has over 25 years experience in the financial services industry specializing in government relations and compliance. Ms. Melone attended Georgian Court College and Ocean County College.