Making A Difference

For Your Financial Future.

Meet Our Team of Financial Professionals Below.

Making A Difference For Your Financial Future.

Speak With a Professional

Offering financial services built on experience, accountability, and ingenuity.

At Oak & Stone, we focus our expertise on helping you understand everything that is happening with your money.

By implementing a straightforward but strategic financial planning and wealth management process, we empower you to better understand and enjoy your financial journey, while having a clear understanding of where you are every step of the way.

We share a steadfast dedication to serving our diverse group of clients, and providing the personal service and attention needed to help you succeed.

For Financial Professionals

Our members want independence but also value support to drive their business goals, enhance client experience and navigate the ever changing financial world. Learn more today about what Oak & Stone can offer.

Oak & Stone for Advisors >

Check the background of this investment professional on FINRA’s BrokerCheck.

Seth J. Diener | Founding Member

Diener Money Management

Horsham, Pennsylvania

Phone: 215.259.4660

Contact Seth Diener

Joseph A. Catanzaro, CFP®

Ambler, Pennsylvania

Phone: 215.643.6270

Contact Joseph Catanzaro

Derek R. DiManno, CFP®, CLU®, CLTC®

Flagship Asset Services

Towson, Maryland

Phone: 410.337.5604

Contact Derek DiManno

Greg Whitten

Whitten Retirement Solutions

Cambridge, Maryland

Phone: 410.463.1060

Contact Greg Whitten

Blake Whitten

Whitten Retirement Solutions

Cambridge, Maryland

Phone: 410.228.6715

Contact Blake Whitten

Al Glessner

Whitten Retirement Solutions

Cambridge, Maryland

Phone: 410.228.6715

Contact Al Glessner
Benjamin-W.-Compton-Oak-Stone-Advisors

Benjamin W. Compton, CFP®, CLTC®, BFA™

La Plata, Maryland

Phone: 301.934.6010

Contact Benji Compton

Patrick J. Kenney, ChFC®

Warminster, Pennsylvania

Phone: 215.444.9350

Contact Patrick Kenney

Aaron L. Landis, CLU®, ChFC®

Quakertown, Pennsylvania

Phone: 215.536.5111

Contact Aaron Landis

Jeffrey L. Landis

Doylestown, Pennsylvania

Phone: 215.345.4665

Contact Jeffrey Landis
rick-kline-oak-and-stone-capital

Richard Kline | Registered Representative

Dayton, Maryland

Phone: 443.695.2335

Contact Rick Kline

Ryan Rickus

Diener Money Management

Newtown, Pennsylvania

Phone: 215.259.4660

Contact Ryan Rickus

Donovan Stuard

Diener Money Management

Newtown, Pennsylvania

Phone: 215.259.4660

Contact Donovan Stuard