Financial Consulate

Alec Sunners is a CFP® professional with three years of industry experience, currently serving at The Financial Consulate since 2020. Prior to his advisory role, he worked at Saucon Valley Country Club from 2016 to 2019 and was a student until 2021. The Financial Consulate provides comprehensive financial planning and investment management services to individuals, corporate retirement plans, and institutional clients. The firm employs a "Risk Opportunity Investing" approach that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis, and integrates tax and accounting services alongside its advisory offerings.

Justin Linthicum is a CFP® professional with four years of industry experience, currently serving at Financial Consulate since 2019. Prior to that, he worked at Offit & Roth, P.A. and Katz, Abosch, Windesheim, Gershman & Freedman, P.A. Financial Consulate provides comprehensive financial planning and investment management services to individuals, corporate retirement plans, and institutional clients. The firm integrates tax and accounting services with its advisory offerings and employs a "Risk Opportunity Investing" approach that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis.

Andrew Tignanelli is a CFP® with 35 years of industry experience, currently serving at Financial Consulate since 1984. He holds a Series 63 license and is based in Fernandina Beach, Florida. Financial Consulate serves individuals, including high-net-worth clients, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management. The firm integrates tax and accounting services with its advisory offerings and emphasizes a "Risk Opportunity Investing" approach that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis.

Michael McCarthy is a CFP® and PFS™ credentialed advisor at Financial Consulate with nine years of industry experience. He has been with the firm since 2008. In addition to his advisory role, he operates a consulting business focused on practice management and FinTech for other RIAs and institutional investors. Financial Consulate serves individuals, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management. The firm employs a Risk Opportunity Investing framework that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis, and integrates tax and accounting services into its advisory offerings.

Graham Ewing is a CFP® professional with 11 years of experience in financial advising. He has been with The Financial Consulate Inc. since 2015. The Financial Consulate serves individuals, including high-net-worth clients, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management. The firm employs a "Risk Opportunity Investing" approach that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis, while also integrating tax and accounting services into its advisory offerings.

Leo Lavezza is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Financial Consulate. His prior experience includes roles at First Financial Federal Credit Union and Towson University, as well as involvement with a family business. Financial Consulate provides comprehensive financial planning and investment management services to individuals, corporate retirement plans, and institutional clients. The firm integrates tax and accounting services with a Risk Opportunity Investing approach that combines active tactical asset allocation and fundamental, macroeconomic, and technical analysis.

Peter Geier is a CFP® professional with one year of industry experience, currently serving at Financial Consulate in Baltimore, MD. His prior roles include positions at Greenspring Associates and Towson University. Financial Consulate serves individuals, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management, integrating tax and accounting services alongside retirement-plan consulting. The firm’s investment approach combines tactical asset allocation with fundamental and macroeconomic analysis, emphasizing capital preservation and adaptive positioning.

Christopher O’Shea is a CFP® professional with 23 years of industry experience and has been with The Financial Consulate since 2013. He holds a Series 63 license and is based in Fallston, MD. The Financial Consulate serves individuals, including high-net-worth clients, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management. The firm integrates tax and accounting services with a “Risk Opportunity Investing” approach that combines tactical asset allocation and multi-faceted analysis to emphasize capital preservation and adaptive portfolio positioning.

Charles Bender is a CFP® professional with 14 years of industry experience, currently serving at The Financial Consulate since 2006. He is based in Lancaster, PA. The Financial Consulate provides comprehensive financial planning and investment management services to individuals, corporate retirement plans, and institutional clients. The firm integrates tax and accounting services with investment advisory, applying a "Risk Opportunity Investing" framework that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis.

Jackson Courtney is a CFP® professional with two years of experience at Financial Consulate in Baltimore, MD. His prior work includes roles at DoorDash, Instacart, and teaching positions at Towson University and Marriotts Ridge High School. Financial Consulate serves individuals, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management. The firm employs a "Risk Opportunity Investing" approach that combines tactical asset allocation with fundamental and macroeconomic analysis, and integrates tax and accounting services into its advisory offerings.

Madison Bennett is a CFP® professional with five years of experience at The Financial Consulate in Baltimore, MD. Prior to joining the firm, Bennett held various roles in the restaurant industry. The Financial Consulate serves individual clients, including high-net-worth individuals, corporate retirement plans, and institutional clients, providing comprehensive financial planning along with discretionary and non-discretionary investment management. The firm integrates tax and accounting services with its advisory offerings and employs a "Risk Opportunity Investing" approach that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis.

Roger Bair III is a Certified Financial Planner® with 26 years of industry experience. He has been with Financial Consulate since 2008. Financial Consulate serves individuals, corporate retirement plans, and institutional clients with financial planning and investment management. The firm integrates tax and accounting services with its advisory work and follows a Risk Opportunity Investing framework that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis.

Robert Boehner is a CFP® professional with nine years of industry experience, currently serving as an advisor at The Financial Consulate since 2015. He previously operated an accounting practice, from which he receives trailing revenue through a non-operating entity. The Financial Consulate provides comprehensive financial planning and investment management services to individuals, corporate retirement plans, and institutional clients. The firm combines active tactical asset allocation with fundamental, macroeconomic, and technical analysis within a Risk Opportunity Investing framework, and integrates tax and accounting services alongside its advisory offerings.