Our Members

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Seth J. Diener | Founding Member

Diener Money Management

Horsham, Pennsylvania

Phone: 215.259.4660

Contact Seth Diener

Joseph A. Catanzaro, CFP®

Ambler, Pennsylvania

Phone: 215.643.6267

Contact Joseph Catanzaro

Elaine Kraft

Warminster, Pennsylvania

Phone: 215.444.9350

Contact Elaine Kraft

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

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

Katherine Keck, CFP®

Orwigsburg, Pennsylvania

Phone: 570.449.2581

Contact Katherine Keck

Edward Warner

Newport, Rhode Island

Phone: 607.434.1597

Contact Edward Warner

David A. Ivey, ChFC, CLU, CASL

IPS Advisory Services

Annapolis, Maryland

Phone: 410.990.0999

Contact David Ivey

Darlene R. Corbin, CFP®

Flagship Asset Services

Towson, Maryland

Phone: 410.337.5604

Contact Darlene Corbin

Eric Shick

Infinity Financial Services Group

New Bethlehem, Pennsylvania

Phone: 814.275.2210

Contact Eric Shick

Luke Turano

Clarks Summit, Pennsylvania

Phone: 570.586.3790

Contact Luke Turano

David Maddock

Clarks Summit, PA

Phone: 570.586.3790

Contact David Maddock

Rick Gerety

Flagship Asset Services

Towson, Maryland

Phone: 410.803.2600

Contact Rick Gerety

Robert Stastny 

Flagship Asset Services

Baltimore, Maryland

Call: 410.337.5604

Contact Robert Stastny

Jeffrey L. Landis

Doylestown, Pennsylvania

Phone: 215.345.4665

Contact Jeffrey Landis
Benjamin-W.-Compton-Oak-Stone-Advisors

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

La Plata, Maryland

Phone: 301.934.6010

Contact Ben Compton
rick-kline-oak-and-stone-capital

Richard Kline | Registered Representative

Dayton, Maryland

Phone: 443.695.2335

Contact Rick Kline