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Brian Hardman

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Stevensville, MD 21666

Credentials

Series 63, Series 65

Industry experience

37 years

About

Brian Hardman is a financial advisor with Eagle Strategies (NY Life) based in Stevensville, MD, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Alpha Solutions Group since 2020 and has longstanding affiliations with Nylife Securities Inc. and New Life Insurance Co dating back to the 1980s. Outside of his advisory work, Hardman owns and operates a charter fishing boat, Lead Doy Charters, and serves as a board member of the Upper Bay Charter Captain's Association. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm’s model focuses on client-directed solutions and utilizes third-party managers and model portfolios, managing approximately $25.4 billion in assets as of December 2024.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Eagle Strategies (NY Life)

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 0.80% annually for Eagle Retirement Plan Consulting Program (CP), fees may be tiered based on asset levels $0+: 0.05% to 0.80% annually for ERISA Investment Manager Program (EIMP), fees may be tiered based on asset levels $0+: 0% to 1.25% annually for Co-Advisory Program (fees are negotiable and charged in addition to Co-Adviser fees) $25,000+: 0% to 1.00% annually for New York Life Premier Advisory Variable Annuity (Advisory VA), fee applies only during accumulation phase

Commissions

IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees

Project-based

Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours

Subscriptions

Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly

Other

Account minimum: $25,000 for the New York Life Premier Advisory Variable Annuity; no minimum for other advisory programs though some third-party managers or co-advisers may have minimums which can be waived or negotiated Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan; financial seminar fees generally range from $35 to $200 per attendee; hourly advice fees generally range from $100 to $400 per hour Fee-only: Financial planning fees, fee-based hourly advice, and financial seminar fees as noted under minimum_fee

Location

110 Pier One Road

Stevensville, MD 21666

Most active in

Maryland

Work history

Alpha Solutions Group

2020 - Present (6 years)

Nylife Securities Inc.

1988 - Present (38 years)

New Life Insurance Co

1986 - Present (40 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Heinrich B

Series 63, Series 65

Centreville, MD

Brandt Wealth Advisors, LLC

Heinrich Brandt is the sole advisor at Brandt Wealth Advisors, LLC in Centreville, MD, holding Series 63 and Series 65 designations with 25 years of industry experience. He has led Brandt Wealth Advisors since its founding in 2012. Outside of his advisory work, Brandt is involved in local community organizations including the Choptank Puritan Club and serves on the advisory board for Healthy Families Queen Annes/Talbot, focusing on early childhood and young parent education. Brandt Wealth Advisors provides fee-based investment advisory and portfolio management services to a range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis, incorporating higher-risk instruments and trading strategies, and manages assets on a discretionary basis without imposing account minimums.

Active portfolio management Options & derivatives strategies
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Raymond G

CFP®

Edgewater, MD

Raymond L. Gazelle Jr.

Raymond Gazelle is a CFP® professional with 18 years of experience, operating independently through his firm, Raymond L. Gazelle Jr., since 2005. His practice includes consulting services to small banks on internal operations and data processing, reflecting a background in bank operations. The firm offers comprehensive financial and investment planning services to individuals as well as corporate and nonprofit organizations, often collaborating with clients’ financial officers or committees. It employs a long-term, strategic portfolio allocation approach focused on asset allocation, diversification, and selection of mutual funds and ETFs, providing advice on a consultative, non-discretionary basis without managing client assets.

College savings (529s, UTMA, etc.) General retirement planning Cash flow / budgeting Wealth management
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Robert C

CFP®, Series 63, Series 65

Annapolis, MD

Clark Company

Robert Clark is a CFP® professional with 25 years of experience in financial advising. He has been the principal at Clark Company since 2017 and previously worked at National Planning Corporation for 12 years. In addition to his advisory work, Clark provides income tax preparation and fixed insurance services for clients. Clark Company offers asset and portfolio management, comprehensive wealth planning, and tax preparation for individuals, trusts, businesses, and employer-sponsored retirement plans. The firm employs customized investment strategies and generally operates on a primarily non-discretionary basis, combining investment advisory services with insurance and tax services.

Income planning General tax planning Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner
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Christopher O

Series 65, Series 66

Edgewater, MD

Harmony Wealth Advisors, LLC

Christopher Oland is a financial advisor with Harmony Wealth Advisors, LLC in Edgewater, MD, holding Series 65 and Series 66 licenses and bringing eight years of industry experience. He has worked with Harmony Group, Inc. and Harmony Wealth Advisors since 2015. Outside of advising, he is a passive owner of a restaurant in Annapolis, MD, and serves as President of Southern Maryland Little League. Harmony Wealth Advisors, LLC serves a small client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides ongoing portfolio management and financial planning using individualized Investment Policy Statements and a long-term investment approach based on fundamental and cyclical analysis and modern portfolio theory.

Wealth management Real estate investing Private / alternative investments
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Jacolyn W

Series 63, Series 65

Annapolis, MD

JWC Capital Management, LLC

Jacolyn Wetmore is a financial advisor at JWC Capital Management, LLC, holding Series 63 and Series 65 licenses with 15 years of industry experience. Her prior roles include positions at United Income, Inc., Calvert Investment Counsel, and PBMares Wealth Management, LLC. She has been with JWC Capital Management since 2020. JWC Capital Management is an independent, state-registered, fee-based adviser providing tailored portfolio management to individuals, qualified retirement plans, trusts, estates, and charitable organizations. The firm emphasizes fundamental analysis and manager-level evaluation, primarily recommending exchange-traded funds, no-load mutual funds, and corporate debt, and manages a small client roster with high assets per client.

Wealth management Passive / index investing Active portfolio management

Adam B

CFP®

Annapolis, MD

Ventus Wealth Management

My path to founding a wealth management firm is different than most. As a child, my dream was to become a fighter pilot. After graduating from the United States Naval Academy with a degree in Aerospace Engineering, I achieved that goal, serving on active duty for a decade. I flew the F-18E Super Hornet from aircraft carriers and deployed multiple times to the Western Pacific. After those deployments, the Navy sent me to UNC Kenan-Flagler Business School to study finance, followed by the privilege of teaching undergraduate economics at my alma mater. After transitioning from active duty, I applied the skills I honed in the cockpit and classroom—leadership, effective communication, process improvement, and strategic decision-making—to multiple entrepreneurial ventures. My career as a financial planner is a natural extension of my passion for solving problems and serving others. With a background in engineering, military flight operations, top-tier business education, and collegiate economics instruction, I bring a unique perspective to wealth management: * Tenacity – Giving up is never an option. Just as a fighter pilot must persist in the air, I am relentless in helping my clients succeed. * Calm Under Pressure – I have a proven ability to think clearly in high-stakes situations, whether in the military or financial markets. I will not panic when volatility arises. * Candor – In aviation and life, speaking up is critical when the stakes are high. I will always provide honest advice, even when it’s uncomfortable. Living near Annapolis, Maryland, I cherish time with my family and enjoy Navy football, traveling, boating, and improving my golf game. I also continue to serve as a member of the U.S. Navy Reserves. Ventus Wealth Management — After a decade in the workforce, I became increasingly frustrated by the lack of financial services that truly met my needs. I couldn’t find a firm or advisor that offered the right combination of: ☑️A transparent fee and incentive structure ☑️ A flexible, client-focused service model ☑️ Modern technology solutions ☑️ Virtual meeting capabilities ☑️ Expertise tailored to my specific situation Recognizing this gap, I launched Ventus Wealth Management to address these shortcomings. Everything we do is designed with our clients in mind. Every element of our service and business model is intentionally crafted to deliver value and provide solutions that meet your needs.

College savings (529s, UTMA, etc.) Cash flow / budgeting Airline Pilot Military & Veterans Established Professionals Gen X (Born 1965-1980)
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