Red Oak Financial Group

Maxwell Kiely is a CFP® professional with five years of industry experience, currently serving as an advisor at Red Oak Financial Group. His prior experience includes roles at Osaic Wealth, Inc. and LPL Financial LLC. Outside of his advisory work, he operates a notary public sole proprietorship. Red Oak Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm combines discretionary investment management using proprietary model portfolios with standalone financial planning and retirement plan advisory services, emphasizing both long-term portfolio construction and specialized retirement plan solutions.

Jason Simmons is a financial advisor at Red Oak Financial Group in Towson, MD, holding Series 63, 65, and 66 licenses with 21 years of industry experience. His prior roles include positions at LPL Financial LLC, The Prudential Financial Planning Services, and APG Federal Credit Union. Red Oak Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides wealth management through discretionary investment management using proprietary model portfolios, standalone financial planning, and retirement plan advisory services, incorporating both fundamental and technical analysis in its investment process.

Greg Pyne is a financial advisor at Red Oak Financial Group with one year of industry experience. He holds a Series 65 designation and previously worked at UPS for 26 years. Outside of his advisory role, he owns Hunt Valley Solutions, LLC, an IT development and support business for small companies. Red Oak Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides wealth management through discretionary investment management using proprietary model portfolios, financial planning, and retirement plan advisory services, with a focus on fundamental and technical analysis and fiduciary oversight.

Robert Compton is a financial advisor at Red Oak Financial Group with 47 years of industry experience. He holds a Series 65 designation and has worked at Compton Financial Group, LLC since 2006 and LPL Financial LLC since 2005. He serves as a board member of Jarrettsville Federal Savings Bank in Towson, MD. Red Oak Financial Group provides wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm combines discretionary investment management using proprietary model portfolios with standalone financial planning and retirement plan advisory services, employing both fundamental and technical analysis to build long-term portfolios and offering specialized retirement plan advisory roles.

David Feeley is a CFP® with four years of industry experience, currently serving as an advisor at Red Oak Financial Group in Towson, MD. He has worked at LPL Financial LLC and Compton Financial Group since 2021 and previously operated DJF, Inc. for seven years. Red Oak Financial Group provides wealth management and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a model-based investment approach combining fundamental and technical analysis and offers specialized retirement plan services through its affiliation with a third-party plan administrator.

Christopher Compton is a CFP® and ChFC® with 28 years of industry experience. He has been with Red Oak Financial Group, formerly Compton Financial Group, LLC, since 2013 and has worked with LPL Financial and R.L. Compton & Associates, Inc. for over two decades. Compton also serves as principal and CEO of Red Oak Retirement, a third-party retirement plan administrator affiliated with his firm. Red Oak Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides wealth management through discretionary investment management using proprietary model portfolios, standalone financial planning, and retirement plan advisory services, with an investment process that combines fundamental and technical analysis and includes retirement plan services in both advisory and discretionary roles.

Robert Dimarino Jr. is a financial advisor at Red Oak Financial Group with nine years of industry experience. He holds the Series 66 designation and has worked with LPL Financial, LLC and Compton Financial Group since 2015. Red Oak Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides wealth management through discretionary investment management using proprietary model portfolios, financial planning, and retirement plan advisory services, with a focus on combining fundamental and technical analysis for long-term portfolio management.