user avatar

Christina White

Advisor at Kilter Group

Updated today

Location

Columbia, MD

Credentials

CFP®, Series 66

Industry experience

16 years

Client services

Based on Kilter Group

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting

Expertise

Based on Kilter Group

Retirement income strategy Wealth management

Occupation focus

Based on Kilter Group

Founder/Business Owner

Fee options

Fixed

Estate planning document creation fees range from $800 to $1,200, paid as a separate flat fee through a third-party provider.

Percentage

$0+: up to 1.90% +: up to 1.00% additional fee for sub-advisor/manager

Commissions

Commissions are earned on insurance products sold by some IARs through Kilter Group Insurance Brokerage, LLC.

Subscriptions

Financial planning services subscription fees range from $99 to $500 per month for clients electing this service.

Other

Fee-only: Financial planning fees range from $99 to $500 per month for clients who elect this service.

Location

Columbia, MD

Most active in

Maryland

Work history

Kilter Group

2025 - Present (1 year)

Beacon Pointe Insurance Services

2024 - 2025 (1 year)

Beacon Pointe Advisors, LLC

2024 - 2025 (1 year)

Keeney Financial Group Inc.

2021 - 2024 (3 years)

Triad Advisors

2021 - 2024 (3 years)

VOYA Financial Advisors

2014 - 2021 (7 years)

Egan, Berger, & Weiner, LLC

2009 - 2021 (12 years)

Disclosures

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

Business activities & affiliations

user avatar

Brian S

CFP®, Series 63, Series 66

Clinton Corners, NY

Hudson Delaware Planning LLC

Brian Schmidt is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Hudson Delaware Planning LLC. His prior roles include positions at Ameriprise Financial Services Inc and The Depository Trust & Clearing Corp. Outside of financial advising, he is involved with Redbud Farms LLC. Hudson Delaware Planning provides financial planning and consulting services to individuals, high-net-worth clients, and business entities through both ongoing and project-based engagements. The firm focuses on a planning-only model without discretionary portfolio management or custody, offering services that include retirement, tax, and estate planning, while clients retain full discretion over their implementation.

Cash flow / budgeting Debt management Retirement income strategy
user avatar

Mark S

Series 63, Series 65

Stone Ridge, NY

Stone Ridge Advisors

Mark Stern is a financial advisor at Stone Ridge Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Laurel Wealth Advisors and Integrated Wealth Concepts, LLC. Stone Ridge Advisors is an independent, SEC-registered solo-practitioner firm managing approximately $36.5 million for individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing proprietary blended investment models that integrate multiple analytical approaches and emphasize diversification, rebalancing, and a long-term investment horizon.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired

Michael R

CFP®

Red Hook, NY

Shelterbelt Advisors

Shelterbelt Advisors serves the sustainable food and farm community with personalized advice, planning and education. We are committed to the stewards of the earth – the farmers, food entrepreneurs, and the good folks who support that work – because we share in their vision of abundance, diversity, and regeneration. Who Are You? You are stewarding creation on your land and in your work. You are nourishing your community and feeding your family. You are spreading the seeds of your wealth. Who Are We? A financial planning and tax firm that can help you build real wealth from agriculture and food systems work, make smart money choices that support your values, and transform your wealth into a force for good. What Is real financial planning? It is.. Personal: Made just for you and your journey. Interpersonal: Open and honest for those you show up for. Community: Invites, includes and invests in people. System: Rooted and returned in multiple forms. Michael Grady Robertson is a Certified Financial Planner® Certificant and tax professional. He has been a farmer for twenty years. He lives in the Hudson Valley of New York on a fiber-focused sheep farm. His most recent vacation was to delightfully charming All Things Oz Museum in Chittenango, New York.

Business ownership considerations Tax strategies for small businesses Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
user avatar

John D

Series 63, Series 65

Staatsburg, NY

Bantam Inc.

John Duval is a financial advisor at Bantam Inc. in Staatsburg, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at Bantam Inc. since 2017 and also manages a securities litigation consulting firm where he serves as an expert witness without providing investment advice. Bantam Inc. serves ultra-high-net-worth individuals, families, and select institutional clients, offering asset management, financial planning, and pension consulting with a focus on documented client objectives and discretionary strategies that include equity, fixed income, and alternative investments.

College savings (529s, UTMA, etc.) Professional Athlete Executive HENRY (High Earners, Not Rich Yet)
user avatar

Alan L

Series 66

Germantown, NY

Ryefield Capital, LLC

Alan Lax is a financial advisor at Ryefield Capital, LLC with 12 years of industry experience. He holds the Series 66 designation and has been associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. Ryefield Capital, LLC is an independent registered investment adviser that provides portfolio management and retirement planning services to individuals, professionals, and small businesses. The firm employs a combination of fundamental and technical analysis to pursue capital appreciation and utilizes tactical hedging when appropriate.

Options & derivatives strategies Active portfolio management
user avatar

Danielle H

Series 63, Series 65

Lake Hill, NY

Divine Asset Management LLC

Danielle Hughes is a financial advisor with Divine Asset Management LLC in Lake Hill, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes roles at several firms, most recently Churchill Stateside Securities, LLC. Outside of advisory work, she serves as Treasurer on the Board of Directors for Hudson Valley Women in Business, a nonprofit supporting women executives and entrepreneurs in the Hudson Valley. Divine Asset Management provides discretionary investment and wealth management, 401(k) advisory, and financial planning services to individuals, trusts, businesses, and institutional clients. The firm creates customized investment programs using fundamental, technical, and cyclical analysis and offers coaching and strategy engagements focused on business transitions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business ownership considerations General tax planning Wealth management Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")