Advisors at this firm
Alexandros S
Series 65
Annapolis, MD
1 North Wealth Services, LLC
Alexandros Seebachan is a financial advisor at 1 North Wealth Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining 1 North Wealth Services, he worked at Salisbury University and held various roles in education and retail. 1 North Wealth Services advises individual investors, retirement plans, estates, trusts, corporations, and charitable foundations, using a team-based investment committee approach that combines fundamental and technical analysis. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, with options for Sustainable/ESG-focused portfolios and regular portfolio monitoring.
Mary H
Series 65
Annapolis, MD
1 North Wealth Services, LLC
Mary Hughes is a financial advisor at 1 North Wealth Services, LLC with 16 years of industry experience. She holds a Series 65 designation and has been associated with Middleton Gardiner Group, LLC since 2005. 1 North Wealth Services advises individual investors, retirement plans, estates, trusts, closely held corporations, and charitable foundations. The firm uses a team-based investment committee approach that combines fundamental and technical analysis, implementing portfolios primarily through no- and low-load mutual funds and ETFs, with options for Sustainable/ESG-focused investments.
Kathryn P
Series 65
Annapolis, MD
1 North Wealth Services, LLC
Kathryn Putek is a Series 65-licensed financial advisor with 12 years of industry experience. She currently works at Middleton Gardiner Group, LLC and is part of the 1 North Wealth Services, LLC team based in Annapolis, MD. 1 North Wealth Services advises individual investors, retirement plans, estates, trusts, closely held corporations, and charitable foundations. The firm uses a team-based investment committee approach that emphasizes fundamental analysis, offering discretionary investment management, ongoing portfolio monitoring, and financial planning services.
James B
CFP®, Series 63
Annapolis, MD
1 North Wealth Services, LLC
James Brennan is a CFP® with 21 years of experience in the financial industry. He has been with Middleton Gardiner Group, LLC since 2005. Brennan is based in Annapolis, MD, and holds a Series 63 license. He is part of 1 North Wealth Services, LLC, a team of six advisors that provides discretionary investment management, financial planning, and retirement-plan consulting to individual investors, retirement plans, estates, trusts, closely held corporations, and charitable foundations. The firm uses a team-based investment committee approach emphasizing fundamental analysis and offers Sustainable/ESG-focused portfolios among other strategies.
Dimitri S
Series 65
Annapolis, MD
1 North Wealth Services, LLC
Dimitri Sfakiyanudis is a Series 65 licensed advisor with 1 North Wealth Services, LLC in Annapolis, MD. He joined the firm in 2025 and has prior experience in small business operations, including roles at Kafouri Kitchens and Remodeling, Foreman Pro Cleaning, and Annapolis Velo Bicycles. 1 North Wealth Services advises individual investors, retirement plans, estates, trusts, closely held corporations, and charitable foundations. The firm employs a team-based investment committee focusing on fundamental analysis, offering discretionary portfolio management, financial planning, and retirement-plan consulting.
John M
Series 65
Annapolis, MD
1 North Wealth Services, LLC
John Milchling is a financial advisor at 1 North Wealth Services, LLC with five years of industry experience. He holds a Series 65 designation and has worked at 1 North Wealth Services since 2020. Outside of his advisory role, Milchling has held positions at Towson University since 2019 and previously worked at several other organizations including Sandbek Outdoors and Concordia Preparatory School. 1 North Wealth Services advises individual investors, retirement plans, estates, trusts, closely held corporations, and charitable foundations. The firm uses a team-based investment committee approach focused on fundamental analysis, offering discretionary investment management, financial planning, and retirement-plan consulting.