Maryland

Colleen S. Blundell [ChFEBC℠] – Lexington Park, MD 20650

Glenn Livingston [ChFEBC℠] – Owings Mills, MD 21117

Jennifer L. Johnson [ChFEBC℠, CFP®]– Frederick, MD 21701

Michael Livingston [ChFEBC℠] – Owings Mills, MD 21117

Greg Klingler [ChFEBC℠] – Hanover, MD 21076

(Clint) William Clinton Shelton Jr [ChFEBC℠, CLU, ChFC] – Bethesda, MD 20814

Nicholas Herman [ChFEBC℠] – Gaithersburg, MD 20878

Daniel Sipe [ChFEBC℠] – Rockville, MD 20850

Christopher Fagiolo [ChFEBC℠] – Hanover, MD 21076

Patricia D Soto [ChFEBC℠] – Aberdeen, MD 21001

Ryan Dunn [ChFEBC℠] – Gaithersburg, MD 20877

Laura Searles Stohlman [ChFEBC℠, CFP, CEP, RFC, Securities & Insurance Licensed] – Gaithersburg, MD 20877

David A. Frank [ChFEBC℠] – Frederick, MD 21701

Stephanie Summers [ChFEBC℠] – Frederick, MD 21701

John Francis Stohlman [ChFEBC℠] – Gaithersburg, MD 20877

Jason Snyder [ChFEBC℠] – Rockville, MD 20850

Thomas P Lee [ChFEBC℠] – Rockville, MD 20850

Richard Clonch [ChFEBC℠, JD, CFP®, CRPC®, CRPS®] – Gaithersburg, MD 20878

Charles R Wolpoff [ChFEBC℠] – Bel Air, MD 21014

Karen R. Turner [ChFEBC℠] – Hanover, MD 21076

Brennan Rhule [CHFEBC℠] – Bethesda, MD 20817

David Fei [ChFEBC℠, CFP®, AIF®] – Bethesda, MD 20817

Jennifer Meyer [ChFEBC℠, CFP®, AIF®] – Rockville, MD 20004

Zachary Payne [ChFEBC℠ , CFP® ] – Gaithersburg, MD 20879

Thiago Glieger [ChFEBC℠] – Rockville, MD 20850

Jonathan Szostek [ChFEBC℠, CFP®, AIF®, RICP®, CRPC®] – Annapolis, MD 21401

Edward A Zurndorfer [ChFEBC℠] – Silver Springs, MD 20902

Kurt A LaLomia [ChFEBC℠] – Frederick, MD 21703

Benjamin Derge [ChFEBC℠] – Rockville, MD 20850

Jodi M Davis [ChFEBC℠] – Bel Air, MD 21014

Hali London [ChFEBC℠] – Bethesda, MD 20817

Dominic R. Serio [ChFEBC℠] – Timonium, MD 21093

Patty Almony [ChFEBC℠] Timonium, MD 21093

Bill Shank [ChFEBC, AIFA] – Cascade, MD 21719

William “Mike” Hardisky [ChFEBC℠] – Timonium, MD 21093, Hunt Valley, MD 21030, Bethesda, MD 20814

Monica Zamfir [ChFEBC℠] – Hanover, MD 21076

Matthew T. Scarborough [ChFEBC℠] – Lexington Park, MD 20653

Delante Greer [ChFEBC℠] – Hunt Valley, MD 21031

Jeremiah Thompson [ChFEBC℠] – Frederick, MD 21701

Sandra S. Presgraves [ChFEBC] – Rockville, MD 20850

Michael J. Dailey [ChFEBC℠] – Frederick, MD 21701

Fiduciary – A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interest ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other’s best interests.

Good Faith – This term is utilized in the Insurance world for their agents. The principle of utmost good faith requires all parties to reveal any information that could feasibly influence their decision to enter into a contract with one another. In the case of the insurance market, that means that the agent must reveal critical details about the contract and its terms.

Disclaimer — Snow Federal Retirement Seminars & ChFEBC℠, LLC. does not favor, endorse, or recommend any Individual, commercial company, or product. The Federal Government does not favor, endorse, or recommend any Individual, commercial company, product, or the views of Snow Federal Retirement Seminars & ChFEBC℠, LLC.
Snow Federal Retirement Seminars & ChFEBC℠, LLC. is an Educational Company.