1The companies listed under Insurance & Investment Advisory Affiliations & Resources are not owned or operated by Alpha Solutions Group LLC. These are strategic alliances or companies that are often used within Alpha Solutions Group LLC to assist clients in achieving their financial goals and objectives. William (BG) Groff IV, Varda Fink, David Ponder, Brian Hardman, Jessie Washington, Edward "Ned" Hawley, & Laura Siragusa are financial advisors offering investment advisory services through Eagle Strategies, LLC, a Registered Investment Advisor. William (BG) Groff IV, Varda Fink, Brian Hardman, Louis (Ted) Bosse IV, Jessie Washington, Edward "Ned" Hawley, & Laura Siragusa are Registered Representatives offering securities through NYLIFE Securities LLC, Member FINRA/SIPC located 10915 Falls Rd. Timonium, MD 21093. Alpha Solutions Group LLC is not owned or operated by New York Life, NYLIFE Securities, or Eagle Strategies LLC.
2Varda Fink is a member agent of The Nautilus Group®, a service of New York Life Insurance Company.
3Agent of New York Life. Alpha Solutions Group LLC does joint work and all compensation is provided in the form of shared commissions.
4Agent of New York Life. Not employed directly by Alpha Solutions Group, LLC.
5eMoney is a Financial Planning software tool we use with clients.
6Ash Brokerage is a privately owned insurance brokerage general agency.
7CRUMP is a third party unaffiliated insurance brokerage general agency that allows the sale of Fixed and Variable Life Insurance, Fixed Annuities & Disability Income products from outside carries when a NYL policy is not available for the clients needs and specific situation.
Note: Team members are associated with various registered branch locations. William (BG) Groff IV, Laura Siragusa & Diana Romero are located at 10915 Falls Rd. Timonium, MD 21093. David Ponder is at 4158 Cadie Creek Rd. Edgewater, MD 21037. Varda Fink is located at 6905 Rockledge Dr. Ste. 900 Bethesda, MD 20817. Brian Hardman is at 910B Kentmorr Rd. Stevensville, MD 21665. Louis (Ted) Boss IV is located at 2918 Ebbwood Dr. Ellicott City, MD 21042. Jessie Washington is located at 4000 Ponce de Leon Blvd. Ste. 470 Coral Gables, FL 33145. Edward "Ned" Hawley is located at 500 West Madison Street, Suite 1725, Chicago, IL 60661.