Leadership

frank lucia

Frank Lucia

Managing Partner & General Agent

410-527-1292

philip travaglini

Philip Travaglini

Managing Director, Worthington Financial & Registered Representative, Equity Services, Inc.

410-527-1292

matthew lebowitz

Matthew Lebowitz

Managing Associate & Registered Representative, Equity Services, Inc.

410-527-1292 ext. 239

 

 

Staff

tracey_madden

Tracey Madden

Operations Manager

(410) 527-1292

christopher chilcoat

Christopher T. Chilcoat
CRPC®

Chief Compliance Officer

chilcoat_christopher@nlgroupmail.com

charlotte benfer

Charlotte Benfer

Marketing Coordinator

410-527-1292 ext. 213

benfer_charlotte@nlgroupmail.com

barbara brocki

Barbara Brocki

New Business Manager

(410) 527-1292

brocki_barbara@nlgroupmail.com

 

 

Agents

scott levin

Scott M. Levin
CFP®, AIF®

Senior Partner

(410) 527-1292

dominic serio

Dominic R. Serio
ChFEBC℠

Registered Representative, Equity Services, Inc.

(410) 527-1292 ext. 225

serio_dominic@nlgroupmail.com

aeric jordan alexander

Aeric Jordan Alexander

Investment Adviser Representative, Equity Services, Inc

410-527-1292 ext. 228

alexander_aeric@nlgroupmail.com

patricia almony

Patricia Almony
ChFEBC℠

Investment Adviser Representative, Equity Services, Inc.

410-527-1292 ext. 205

almony_patricia@nlgroupmail.com

ryan behnken

Ryan Behnken

Investment Adviser Representative, Equity Services, Inc.

410-527-1292 ext. 226

behnken_ryan@nlgroupmail.com

jeffrey gue

Jeffrey Gue

Investment Adviser Representative, Equity Services, Inc.

410-527-1292 ext. 241

gue_jeffrey@nlgroupmail.com

randall robinson

Randall Robinson

Investment Adviser Representative, Equity Services, Inc.

410-527-1292 ext. 208

robinson_randall@nlgroupmail.com

jonathan askew

Jonathan Askew

Financial & Insurance Professional

410-527-1292 ext. 200

askew_jonathan@nlgroupmail.com

jeb brownstein

Jeb Brownstein

Financial Professional

410-527-1292 ext. 202

brownstein_jerome@nlgroupmail.com

jake irrgang

Jake Irrgang

Financial Professional

410-527-1292 ext. 229

Irrgang_Joseph@nlgroupmail.com

ryan levin

Ryan Levin

Financial Professional

410-527-1292 ext. 203

levin_ryan@nlgroupmail.com

brendan_mcpeake

Brendan McPeake

Financial Professional

410-527-1292 ext. 234

mcpeake_brendan@nlgroupmail.com

anthony santiago

Anthony Santiago

Financial Professional

410-527-1292 ext. 240

santiago_anthony@nlgroupmail.com

luke buczynski

Luke Buczynski

Financial Professional

410-527-1292 ext. 216

buczynski_luke@nlgroupmail.com

ileana gonzalez

Ileana Gonzalez

Financial Solutions Professional

703-667-0465

ileana@heritage-wg.com

matt grossnickle

Matt Grossnickle

Financial Solutions Professional

619-818-6320

matt@heritage-wg.com

dimitrios_prassos

Dimitrios Prassos

Financial Advisor

(410) 527-1292

prassos_dimitrios@nlgroupmail.com

sortino financial group

Sortino Financial Group

410-527-7997