WBH Advisory, Inc.

Conor Renn is a financial advisor at WBH Advisory, Inc. with three years of industry experience. He holds the Series 65 designation and previously worked at Baldwin Investment Management, LLC for seven years. WBH Advisory provides discretionary investment management and financial planning services to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm emphasizes tailored portfolios combining equities, fixed income, mutual funds, and ETFs, with a focus on long-term equity holdings supported by fundamental analysis and cyclical allocation strategies.

Joel Hosner is a CFP® professional with three years of industry experience. He is currently with WBH Advisory, Inc. in Baltimore, MD, where he has worked since 2023. Prior to joining WBH Advisory, he held roles at Lynx Investment Advisory, LLC, RSD Financial, and the Financial Planning Association. Before entering financial advisory, he worked for six years with Baltimore City Public Schools. WBH Advisory provides discretionary investment management and financial planning services to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm offers tailored portfolios combining equities, fixed income, mutual funds, and ETFs, with a focus on long-term equity holdings supported by fundamental analysis and other strategies.

Gregory Bitz is a CFP®, ChFC®, and Series 65-licensed financial advisor with 29 years of industry experience. He has worked at WBH Advisory, Inc. since 2016 and previously spent 20 years at Metropolitan Financial Group Inc. WBH Advisory provides discretionary investment management and financial planning to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm tailors portfolios to clients’ objectives and risk tolerance, combining equities, fixed-income securities, mutual funds, and ETFs with a focus on long-term equity holdings supported by fundamental analysis.

Benjamin Waller is a CFP®, CFA®, and Series 65-licensed financial advisor with 16 years of industry experience. He has been with WBH Advisory, Inc. in Baltimore, MD since 2009. WBH Advisory provides discretionary investment management and financial planning to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm emphasizes tailored portfolios combining equities, fixed income, mutual funds, and ETFs, with a focus on long-term equity holdings supported by fundamental analysis and cyclical allocation or bond laddering when appropriate.

John Ciccarone is a financial advisor at WBH Advisory, Inc. with 33 years of industry experience. He holds a Series 65 designation and has been associated with Wagner Capital Management Corp since 1992. WBH Advisory provides discretionary investment management and financial planning services to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm offers tailored portfolios that combine equities, fixed income, mutual funds, and ETFs, emphasizing long-term equity holdings supported by fundamental analysis and cyclical allocation or bond laddering when appropriate.

Jack Ramey is a CFP® with 37 years of industry experience, currently serving at WBH Advisory, Inc. since 2020. He previously worked at Biegel Waller Investment Advisory Services and the College of Financial Planning. Ramey serves on the investment committee of the Fuel Fund of Maryland, a nonprofit assisting with household utility payments. WBH Advisory provides discretionary investment management and financial planning to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm tailors portfolios to clients’ objectives and risk tolerance, combining equities, fixed income, mutual funds, and ETFs with a focus on long-term equity holdings supported by fundamental analysis.

Carrie Beren is a CFP®-certified financial advisor with 17 years of industry experience, currently with WBH Advisory, Inc. in Baltimore, MD. She previously worked at Pinnacle Advisory Group, Inc. and Congress Wealth Management LLC. Outside of her advisory role, she manages a family LLC focused on estate planning. WBH Advisory provides discretionary investment management and financial planning to individuals, trusts, retirement plans, nonprofits, and business entities. The firm’s portfolios are tailored to client objectives and risk tolerance, combining equities, fixed income, mutual funds, and ETFs with a focus on long-term equity holdings supported by fundamental analysis.

Charles Kenny is a financial advisor with WBH Advisory, Inc. in Baltimore, MD, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Consero and teaching positions at the University of Maryland and Boys' Latin School of Maryland. WBH Advisory provides discretionary investment management and financial planning to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm tailors portfolios to client objectives and risk tolerance, combining equities, fixed income, mutual funds, and ETFs, with an emphasis on long-term equity holdings supported by fundamental analysis and cyclical allocation or bond laddering when appropriate.

Joshua Mason is a CFP® professional with 20 years of experience in financial advisory services. He is currently with WBH Advisory, Inc., where he has worked since 2021. Prior to that, he spent 14 years at Pinnacle Advisory Group, Inc. and briefly worked at Congress Wealth Management LLC in 2021. WBH Advisory, Inc. provides discretionary investment management and financial planning to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm’s approach includes tailored portfolios that combine equities, fixed-income securities, mutual funds, and ETFs, supported by fundamental analysis and cyclical allocation or bond laddering when appropriate.

Robert Willen is a CFA® charterholder with 25 years of industry experience. He has been with Wagner Bowman Management Corp since 2000. Willen is based in Baltimore, MD, and holds the Series 65 license. He is a principal at WBH Advisory, Inc., a multi-team firm that provides discretionary investment management and financial planning to individuals, trusts, retirement plans, nonprofits, and business entities. The firm’s investment approach emphasizes long-term equity holdings supported by fundamental analysis and offers integrated legal and accounting services through its principal owner.

Marc Hertzberg is a CFA® charterholder with 27 years of industry experience, currently serving at WBH Advisory, Inc. He has been with Wagner Bowman Management Corp since 1999. In addition to his financial advisory work, he is a licensed attorney and a certified public accountant, roles he maintains alongside his advisory duties. WBH Advisory provides discretionary investment management and financial planning to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm customizes portfolios based on clients’ objectives and risk tolerance, emphasizing long-term equity holdings supported by fundamental analysis and supplemented by tools for comprehensive wealth management and reporting.