CovingtonAlsina

Nicole Mulea is a financial advisor with CovingtonAlsina in Annapolis, MD, holding a Series 65 designation and two years of industry experience. She has been with CovingtonAlsina since 2021. In addition to her advisory role, she is an independent licensed insurance agent. CovingtonAlsina serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, managing approximately $189 million across about 470 clients with a five-advisor team. The firm offers discretionary portfolio management, financial planning, pension consulting, and ongoing financial coaching, utilizing fundamental analysis, modern portfolio theory, and a broad range of investment options including alternative assets.

Ann Covington is a CFP® professional with 22 years of industry experience, currently serving at CovingtonAlsina, LLC. She has worked with Great Valley Advisor Group and LPL Financial in prior roles. Outside of her advisory work, she owns and operates The Annapolis Cotillion, LLC, which offers dance and etiquette lessons during the school year. CovingtonAlsina serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, managing approximately $189 million across about 470 clients with a five-advisor team. The firm provides discretionary portfolio management, financial planning, pension consulting, and ongoing financial coaching, utilizing fundamental analysis, modern portfolio theory, and a broad range of securities including alternative investments.

Ryan Bailey is a CFP® with nine years of industry experience, currently serving as an advisor at CovingtonAlsina. His prior roles include positions at Fidelity Investments, Charles Schwab, and Robinhood Financial. CovingtonAlsina serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, managing approximately $189 million for about 470 clients through a five-advisor team. The firm provides discretionary portfolio management, financial planning, pension consulting, and ongoing financial coaching, utilizing fundamental analysis, modern portfolio theory, and a broad investment universe that includes alternative assets and third-party management platforms.

John Grant is a financial advisor at CovingtonAlsina with a Series 65 credential and two years of industry experience. His prior roles include positions at Worthington Financial Partners and Great Valley Advisor Group, as well as work in education at Towson University, Virginia Tech, and Parkside High School. He serves as Treasurer and Board Member for The Summit School, an institution supporting children with dyslexia and other learning differences. CovingtonAlsina manages approximately $189 million for around 470 clients, including high-net-worth individuals and pension plans. The firm provides discretionary portfolio management, financial planning, and pension consulting, employing fundamental analysis, modern portfolio theory, and a mix of direct and third-party management across a broad range of securities and alternative investments.

Heather Anthony is a CFP® professional with experience at CovingtonAlsina, The Colony Group LLC, Bridgewater Wealth & Financial Management, and Discovery Communications LLC. She has been with CovingtonAlsina since 2025 as part of a five-advisor team based in Annapolis, MD. CovingtonAlsina serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, managing approximately $189 million for about 470 clients. The firm provides discretionary portfolio management, financial planning, and pension consulting, employing fundamental analysis, modern portfolio theory, and a broad range of investment vehicles, including alternative assets.