advisers


  • * Erikson Asker
  • Trent Cunningham
  • * H. Stan Evans
  • * Todd H. Evans
  • * Rick Hellberg
  • * Andrew C. Long
  • * Gary Melnick
  • * Daniel Rappa
  • * Brian Rosenbaum
  • * Ryan Salah
  • * Christina H. Snyder
  • *Bert Spittel
  • Robert Sullivan
  • * Matthew Biggs
  • Mike Diaz
  • Kathryn Green
  • Chris Rahill
  • * Mark Rohrbaugh
  • Sean Valentine
  • Charlotta vonWettberg
  • Fran Walsh
  • * Bruce Wilson

* Erikson Asker

Financial Adviser


As a Financial Adviser at AspireWealth, Erikson is responsible for leveraging his existing relationships in the Philadelphia region, as well as, expanding our services and solutions to help ensure our agency is one of the leading holistic wealth planners in our communities. Erikson has a long track record of success, both as an Adviser and in management.

Prior to joining AspireWealth Planners, Erikson worked as an Adviser at Bankers Life for four years and gained industry experience by serving as an Agent, Unit Field Trainer, Unit Supervisor, and eventually a Satellite Branch Manager. Following his time at Bankers Life, he joined ProEquities in King of Prussia, PA. He served as a Financial Adviser and helped clients with the risks and rewards surrounding their investments, and provided valuable input and solutions to help them mitigate their decisions. At AspireWealth, Erikson is responsible for understanding the goals and objectives of each client and seeks to help them achieve those goals through education, strategic partnerships, and leveraging the services and solutions our agency provides.

Erikson graduated from Bridgewater State University earning his undergraduate degree in Business Management. Erikson currently resides in Conshohocken, PA and enjoys spending time with friends and family during his time away from work.

Trent Cunningham

Financial Adviser


Trent’s responsibilities as a Financial Adviser for our firm will include enhancing his skills as an adviser through our training platform, strategically leverage his existing relationships, as well as, obtain new relationships through a targeted new client acquisition place unique to his niche markets. Additionally, Trent will serve as an advocate for our firm to expand our brand, our services, and our solutions to help ensure that our firm is the leading holistic wealth planners in the communities we serve.

Prior to joining AspireWealth Planners, Trent earned industry experience while working at Merritt Financial as a Life Insurance Specialist. Before entering the Financial Services industry, Trent not only owned and operated a gym but also worked in the software industry for a number of years focused on varying responsibilities such as Network Administration and Cyber Security.

During his time away from work, Trent enjoys mountain biking, basketball, travelling, and visiting museums. Trent current resides in Catonsville, Maryland.

* H. Stan Evans

Financial Adviser


Stan Evans, CFP® now celebrates his thirty-fifth year in the insurance, investment and financial planning business. As a Certified Financial Planner™, Stan specializes in small business and professional markets in addition to personal and business financial planning.

Along with three partners, Stan formed Capital Financial Benefit Solutions, LLC in 2006 and was formerly a partner of the Maryland Agency Financial Group for twelve years. As a Partner of Capital Financial Benefit Solutions, Stan’s stated objective is to advise clients on prudent insurance and investment decisions, so they can to protect and maximize their wealth on a tax-efficient basis. Stan previously sat on the Board of Directors for the National Association of Insurance and Financial advisers of Baltimore for two separate terms and has been a Penn Mutual leader and qualifier of Penn Mutual’s elite agent club.

A graduate of Towson University and a committed professional in the financial planning arena, Stan has achieved many milestones in the financial planning industry, including Million Dollar Round Table, *Court of the Table, HTK Broker Dealer Peak Performance. He has been awarded *“Agent of the Year’” on several occasions and is a consistent Golden Eagle and Royal Blue Producer with Penn Mutual. He treats all clients with a straightforward, common-sense approach to financial planning. When you retain Stan to represent your insurance and financial needs, you will be adding an experienced and dedicated professional to your team!



*These achievements does not evaluate the quality of services provided to the clients. These achievements are not indicative of the registered rep’s future performance.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

* Todd H. Evans

Financial Adviser


Todd was born and raised in Baltimore, Maryland. He attended Virginia Wesleyan College, where he played collegiate lacrosse and was selected to the First-Team All-ODAC, First-Team All-Virginia, Captain of the team for two seasons, and received the Leadership Award for the College. Todd graduated in 2007, with a Bachelor of Science degree in Business Administration and Economics. Todd continues to be an active member of the Virginia Wesleyan College Men’s Lacrosse Alumni Association, and also participates in many community service efforts.

Todd holds licenses in Maryland to provide Life, Health, Disability, and Long Term Care insurance. His passion and commitment to helping individuals, as well as businesses achieve their goals, happens through a customized process where his main objective is to advise clients on prudent insurance decisions so they can to protect and maximize their wealth on a tax-efficient basis.

* Rick Hellberg

President and CEO, PeterAlexander


Rick serves as the President of Peter Alexander an associate agency of Penn Mutual’s Maryland Agency, locally known as AspireWealth Planners. AspireWealth strives to be one of the leading holistic wealth planners in our communities– committed to becoming the premiere resource for wealth accumulation and preservation in the Chesapeake Bay Region and DC Metro marketplace. Rick will help the agency expand its footprint in the Greater Philadelphia and Central Pennsylvania regions.

* Andrew C. Long

Financial Adviser


AspireWealth Planners is committed to helping people grow and preserve their wealth across generations in the Chesapeake Bay region and DC Metro marketplace. Our wide range of services helps ensure individuals, families, and businesses are protected and financially prepared for the future. As a Financial Professional at AspireWealth, Andrew is responsible for leveraging his existing relationships in the Pennsylvania region, as well as, expanding our services and solutions to help ensure our agency is the leading holistic wealth planners in our communities.

Andrew’s mission is to serve his clients in a fair and ethical manner; he continually strives to help protect his clients’ and their families’ financial security. Andrew recognizes that his client’s needs and priorities will continue to evolve over time, and he is committed to assisting each client throughout all of life’s stages. Andrew began his career at ProEquities where he served as a Financial Adviser and helped clients on the risks and rewards surrounding their investments, and provided valuable input and solutions to help them mitigate their decisions. At AspireWealth, Andrew is responsible for understanding the goals and objectives of each client and seeks to helps them achieve those goals through education, strategic partnerships, and leveraging the services and solutions our agency provides.

Andrew graduated from Lafayette College earning his undergraduate degree in History. Andrew currently resides in Phoenixville, PA with his wife, Heather, and enjoys spending time with friends and family during his time away from work.

* Gary Melnick

Principal, Melnick Rosenbaum Wealth Management


Gary S. Melnick, CLU, ChFC* is a Principal with the Melnick Rosenbaum Wealth Management, a financial services and employee benefits practice in Hunt Valley, Maryland. Melnick-Rosenbaum Wealth Management is an affiliate of MRG Financial, LLC. As a Chartered Financial Consultant, Gary has been a respected member of the insurance and financial services community for 34 years. He specializes in personalized retirement distribution strategies and estate planning, in addition to employee benefit planning for small/medium business and professional markets. As a financial professional and benefits broker, Gary has a strong commitment to his clients. He has built his practice through client-based referrals. A graduate of the University of Maryland, he has completed post-graduate studies at the American College achieving certifications as a Chartered Financial Consultant and a Chartered Life Underwriter

Gary is a 30 Year member of The Million Dollar Round Table, achieving Court of the Table and Top of the Table qualifications and is a Silver Knight of the MDRT Foundation.* He has been involved in many industry organizations and serves on numerous community boards. He is an active member and former president of the Penn Mutual Producer’s Advisery Council. A recognized leader in the insurance and financial industry, Gary has served as president of the National Association of Insurance and Financial advisers (NAIFA) at both local and state levels. He is also a former member of the American College Alumni Board.

For Gary, his family and friends provide the foundation for his success. His business goal is to help clients “make work optional” and he motivates them with his own personal confidence and low-key approach. He has been married for 37 years to wife Randy, has two grown children, Kimberly and Matt, and four grandchildren.



*These achievements does not evaluate the quality of services provided to the clients. These achievements are not indicative of the registered rep’s future performance.

* Daniel Rappa

Financial Adviser

* Brian Rosenbaum

Principal, Melnick Rosenbaum Wealth Management


Brian Rosenbaum*, is a Certified Financial Planner™ and a Principal with Melnick Rosenbaum Wealth Management, a financial services and employee benefits practice in Hunt Valley, Maryland. Melnick Rosenbaum Group is an affiliate of MRG Financial. LLC. Brian is committed to helping his clients identify and achieve their financial goals. He specializes in portfolio design and customized retirement income distribution strategies. In addition to investment planning, Brian works to help clients understand their personal exposure to various financial risks. Risk management coupled with discovering clients’ core values allows for the creation of holistic financial plans designed to meet their needs.

Brian is a member of The National Association of Insurance and Financial advisers (NAIFA) and a perennial qualifier of the Million Dollar Round Table (MDRT). He is a past NAIFA executive board member and is now in his 15th year in the financial services community. Brian holds a registered principal registration through HTK and became the Securities Specialist at our firm in 2002. A graduate of Pacific Lutheran University in Washington State, he earned his Certified Financial Planner™ designation from the Certified Financial Planner Board of Standards in 2005. Brian’s emphasis on educating and empowering clients has lead to a growing financial planning practice supported by referrals from clients, and his strategic partners.

A native of Montana, Brian came to Baltimore in 1995. He resides in Hunt Valley and has two children, Emily (age 13) and Andrew (age 10). Brian is passionate about his family, friends and building and maintaining relationships with his clients.

* Ryan Salah

Financial Adviser


AspireWealth Planners is committed to helping people grow and preserve their wealth across generations in the Chesapeake Bay region and DC Metro marketplace. Our wide range of services helps ensure individuals, families, and businesses are protected and financially prepared for the future. As a Financial Professional at AspireWealth, Ryan is responsible for expanding our services and solutions to help ensure our agency is one of the leading holistic wealth planners in our communities.

Prior to joining AspireWealth as a Financial Adviser, Ryan worked as an AspireWealth Intern for the agency. During his internship, Ryan focused on training in areas such as networking, case design, and underwriting. Before beginning his career in financial services, Ryan served as an On-Site Supervisor for BMS CAT. During his time there, Ryan provided restoration services to commercial businesses throughout the Mid-Atlantic area.

Born and raised in Rockville, Maryland, Ryan graduated from Stevenson University earning his undergraduate degree in Business Administration. During his time away from work, Ryan enjoys spending time with friends and family, attending concerts and sporting events, and also playing recreational sports. 

* Christina H. Snyder

Financial Planner & Wealth Adviser


Christina Hester Snyder is a Certified Financial Planner™ and Wealth Adviser with AspireWealth Planners. Prior to joining Aspire, Christina worked for 15 years as a relationship strategist and senior trust Adviser with PNC Wealth Management, assisting high-net worth clients with complex estate, tax and financial planning needs. Christina has more than 20 years of experience in the financial services industry, specializing in trust administration, retirement options, estate planning, insurance and business planning. As a wealth adviser, Christina is dedicated to helping her clients’ financial fears by educating them and helping to enhance their financial intelligence, and helping them develop a financial plan that goes far beyond the investment component. Christina believes in a comprehensive approach that addresses all facets of planning, including wealth transfer, insurance, taxes, investments, retirement, risk management and business planning. She works in concert with her clients’ other trusted advisers to synthesize their strategies rather than having them operate in silos. Christina takes pride in delivering proactive and responsive service to her clients, and helping them understand, manage and track their progress toward meeting their financials goals and objectives.

Christina graduated from the University of Baltimore with a Bachelor of Science degree in Business with an emphasis in International Business. She earned her Certified IRA Services Professional (CISP) certification in 2011 and her Certified Financial Planner (CFP) designation in 2015. She also holds her Life & Health Insurance license, series 7 and series 63.

Christina is a member of the Baltimore Symphony Orchestra (BSO) Planned Giving Advisory Council, an active member of the Financial Planning Association (FPA), Baltimore Estate Planning Council, the National Association of Estate Planners & Councils and the NAEPC Foundation and the Pratt Contemporaries. She is also the past treasurer and current president of the Women in Insurance & Financial Services, Maryland Chapter. Christina was part of the 2012 Business Volunteer Maryland GIVE program, a ten-month leadership program that focuses on civic leadership, volunteerism, business involvement, and increasing awareness of the key issues facing our community.

From her various acts of civic leadership and community service, Christina has been awarded high praise from a local publication, The Maryland Daily Record, for her personal and professional accomplishments and commitment to inspiring change in the community.

* Bert Spittel, CLU ®, ChFC ®

Financial Adviser


Bert Spittel, CLU, ChFC is a Senior Adviser with AspireWealth Planners in Hunt Valley, Maryland. As a Financial Adviser with thirty years of experience, Bert specializes in small business and professional markets in addition to personal wealth management.

A graduate of the University of Baltimore, and a member of the National Association of Insurance and Financial advisers (NAIFA), Bert has achieved numerous honors including Million Dollar Round Table, National Quality Award and Sales Leader Awards from various life insurance companies.* He completed his advanced degrees in 1998 and his approach is the same with all clients; get all pertinent information and then recommend what the strategy he would personally pursue given their circumstances.

Having always lived in the Baltimore area, Bert currently lives in Ellicott City with his children, Johanna and Jared.

Bert is a Registered Representative and Investment Adviser Representative of HTK.



*These achievements does not evaluate the quality of services provided to the clients. These achievements are not indicative of the registered rep’s future performance.

Robert Sullivan

Financial Adviser


Before beginning his career in Financial Services, Mr. Sullivan enjoyed a successful 25 year career in Sales and Marketing in the Hospitality industry. He was the Director of Sales and Marketing at the Ritz-Carlton in Philadelphia where his primary role was to oversee a team of sales managers cultivate account opportunities for business travel, leisure travel and meetings & conventions through event marketing and networking outreach. Due to his expertise, Mr. Sullivan served as a former Marketing Board Member of the Philadelphia Convention & Visitors Bureau. Prior to joining AspireWealth Planners, Mr. Sullivan spent two years in the insurance industry focusing on life, annuity, and Medicare supplement planning for the retirement marketplace.

Mr. Sullivan graduated from Cornell University with a Bachelors Degree in Hotel Administration. During his time away from work, he enjoys spending time with his partner, Barbara, and two children, Ryan, a Mechanical Engineer Major at Dayton, and Shane. Additionally, Mr. Sullivan is an avid sports enthusiast, and enjoys cooking, golfing and skiing.

* Matthew Biggs

Financial Adviser


Prior to beginning his career in Financial Services, Matt enjoyed a successful 15 year career in the construction industry where he specialized in financial analysis, budgeting, and strategic planning. During his tenure, Matt was instrumental in building many long lasting client relationships fostered by trust and superior customer service.

As a Financial Adviser, Matt strives to help clients achieve financial security and independence, as well as, deliver an unprecedented level of personalized service thereby creating clients for life.

Mike Diaz

Financial Adviser


As a Financial Adviser at AspireWealth, Michael is responsible for leveraging his existing relationships in the Philadelphia region, as well as, expanding our services and solutions to help ensure our agency is the leading holistic wealth planners in our communities.

Michael’s mission is to serve his clients in a fair and ethical manner; he continually strives to help protect his clients and their families’ financial security. Michael recognizes that his client’s needs and priorities will continue to evolve over time, and he is committed to assisting each client throughout all of life’s stages. Prior to joining AspireWealth, Michael gained industry experience by serving as an Insurance Agent with Bankers Life and Causality Company. At AspireWealth, Brandon specializes in helping his client’s obtain life insurance and retirement solutions.

Born and raised in Audobon, PA, Michael earned his Bachelor’s degree from Drexel University. Michael currently resides in Conshohocken, PA. During this time away from work, Michael enjoys travelling, cheering on local sports teams, and exercising outside.

Kathryn Green

Financial Adviser


Kathryn will serve as an Emerging Adviser for our firm and will be responsible for enhancing her skills as a Financial Adviser for our firm through our Fellowship Program and training platform, as well as, strategically leverage her existing relationships and obtain new introductions though a targeted new client acquisition action plan. Additionally, Kathryn will strive to serve as an advocate for our firm to expand our brand, our services, and our solutions to help ensure that our firm is the leading holistic wealth planners in our marketplace.

Kathryn is a young and driven individual who is intensely seeking to assist others in their financial success. Kathryn is a recent graduate from Liberty University where she received her Bachelor’s Degree in Business Administration with a focus in Financial Planning. Kathryn previously served as an Intern at Morgan Stanley and a Customer Service Representative at Susquehanna Bank.

Kathryn resides in Westminster, MD and enjoys playing the viola and piano, horseback riding, hiking, and photography.

Chris Rahill

Financial Adviser


Chris will serve as an Emerging Adviser for our firm and will be responsible for not only enhancing his skills as a Financial Adviser, but also leveraging his existing relationships and obtaining new key relationships in the markets we serve. Additionally, Chris will strive to serve as an advocate for our firm to expand our brand, services, and solutions to help ensure that our firm is the leading holistic wealth planners in our marketplace.

Chris was introduced to our organization by Fran Walsh who also recently joined our firm as an Emerging Adviser. Chris is a recent graduate from Mercer University where he earned his Bachelor’s Degree in Finance and served as a Student-Athlete on the Men’s Lacrosse Team. He also has a great deal of involvement in the special needs community by participating in various groups such as the PALS program and Athletes Helping Athletes.

Chris was born and raised in Chalfont, PA. He enjoys sports, reading, and spending time with family and friends at the beach.

* Mark Rohrbaugh

Financial Adviser


Mark will serve as a Financial Adviser for our firm and will be responsible for leveraging his existing relationships in the Baltimore/DC marketplaces but in York County as well. Additionally, he will strive to expand our services and solutions to help ensure that our firm is the leading holistic wealth planners in our geography.

Mark began his career in Financial Services at Aflac as a Sales Agent and also worked at Prudential as a Financial Professional Associate. Mark holds his Life & Health, Series 6, 63, 65, and Property and Casualty licenses. Prior to joining the Financial Services Industry, Mark worked in the Auto Repair business for over 30 years. Mark received many awards and accolades in sales and achievement during his tenure in Auto Repair and Advanced Auto Parts. At AspireWealth Planners, Mark will focus on the following target markets: small business, divorce, auto industry, and retirement planning.

Mark was born and raised in York County and currently resides in Red Lion, PA. He has 2 daughters and 5 grandchildren. During his time away from work, he enjoys golfing, fishing, antiquing, bicycling, kayaking, hiking, and riding motorcycles.

Sean Valentine

Financial Adviser


As a Financial Adviser at AspireWealth, Sean is responsible for leveraging his existing relationships in the Delaware marketplace, as well as, expanding our services and solutions to help ensure our agency is the leading holistic wealth planners in our communities. Sean is an industry veteran with a long track record of success both as an Adviser and in management. Specific areas of focus include: personal financial strategies, retirement planning, Medicare, and long term care.

Before entering the Financial Services industry, Sean served in the Army in Desert Storm as a Military Police Officer. Later, he served as a Police Officer in Virginia and was positioned in the Narcotics Division of the SWAT team. Upon entering the Financial Services Industry, Sean worked at Bankers Life as a Sales Manager where he focused on the skill development of advisers and overall growth of his team. Following his time at Bankers, Sean joined AIG as an Agency Director prior to making his transition to AspireWealth. At AspireWealth Planners, Sean will be responsible for serving his clients in a fair and ethical manner, and he continually strives to help protect his clients and their families’ financial security. Sean understands that his client’s needs will continue to evolve, and he is committed to assisting each client throughout all life’s stages. Sean can proudly say that his vast experience has allowed him the opportunity to serve his country, his community, and now his clients.

Sean was born and raised in Delaware City, Delaware. He attended Strayer University where he earned his Bachelor’s Degree. Sean currently resides in Clayton, Delaware with his fiancé, Charlotta, and his stepson, Ludwig. During his time away from work, he enjoys spending time with his family and friends.

Charlotta vonWettberg

Financial Adviser


As a Financial Adviser at AspireWealth, Charlotta is responsible for leveraging her existing relationships in the Delaware marketplace, as well as, expanding our services and solutions to help ensure our agency is the leading holistic wealth planners in our communities.

Charlotta’s mission is to serve her clients in a fair and ethical manner, and she continually strives to help protect her clients and their families’ financial security. Charlotta recognizes that her client’s needs and priorities will continue to evolve, and she is committed to assisting each client throughout all life’s stages.

Prior to joining the Financial Services industry, Charlotta worked within the Banking industry for over 10 years. Charlotta served as a Senior Mutual Fund Administrator / Investment Officer at Wilmington Trust Co. where she serviced the bank’s mutual funds and board of trustees. Following her time with Wilmington Trust, she joined Bank of New York Mellon as a Vice President of Regulatory Administration where she provided regulatory administrative services to clients. At AspireWealth Planners, Charlotta will be responsible for understanding the goals and objectives of each client, and seeks to help them achieve those goals through education, strategic partnership, and by leveraging the services and solutions our firm provides.

Charlotta graduated from Goldey-Beacom College with a degree in Business Administration with a concentration in International Business. She was originally born and raised in Hassleholm, Sweden and now resides in Clayton, Delaware with her fiancé, Sean, and her son, Ludwig.

Fran Walsh

Financial Adviser


Fran will serve as an Emerging Adviser for our firm and will be responsible for not only enhancing his skills as a Financial Adviser, but also levering his existing relationships and obtaining new strategic relationships in the markets we serve. Additionally, he will strive to expand our brand, services, and solutions to help ensure that our firm is the leading holistic wealth planners in our marketplace.

Last year, Fran served as our very first Pathways Intern in our Delaware office. Fran is a recent graduate from Villanova University where he obtained his Bachelor’s Degree and served as a student athlete on the Football team. Fran is currently working on his MBA at Villanova University. He is incredibly involved in his community and serves as a member of the Athletes Helping Athletes organization, participates in the National Brain Tumor Society, and is involved in the Andy Talley Bone Marrow Foundation.

Fran was born and raised in Warrington, PA. He enjoys playing sports, spending time with friends and family, and relaxing at the beach.

Bruce Wilson

Financial Adviser


As a Financial Adviser at AspireWealth Planers, Bruce is responsible leveraging his existing relationships in the Baltimore/DC marketplaces, as well as, expanding our services and solutions to help ensure our agency is the leading holistic wealth planners in our region. Bruce has a long successful track record in the financial services industry both as an Adviser and in IT management.

Bruce began his career in Financial Services as a Financial Professional Associate at Prudential where he earned his Life & Health, Series 6, 63 and Property and Casualty licenses. Previous employment careers included being the General Manager for a local startup pickle company and as a Director for Quality Assurance & Testing and Applications Development for a large financial services company. At AspireWealth Planners, Bruce specializes in the following target markets: small businesses, retirement planning, Millennials and Property & Casualty.

Bruce was born and raised in Baltimore County. He graduated from Catonsville Community college. He later attended Control Data Institute where he earned his programming and operations designation and went on to a 30+ year career in the Information Technology field.

Bruce currently resides in Hampstead with his wife, Cynthia. He has 2 grown daughters and 4 granddaughters. During his time away from work Bruce enjoys watching sports, boating on the Chesapeake Bay and travelling with family and friends.

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