user avatar

Angela Macon

Advisor at VOYA Financial Advisors, Inc.

Updated today

Location

Brandywine, MD

Credentials

Series 63, Series 65

Industry experience

17 years

About

Angela Macon is a financial advisor at MissionSquare Retirement with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Voya Financial Advisors and ICMA-RC Services, LLC. Outside of finance, she owns two small businesses: a freelance makeup service and a tax preparation service. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services including discretionary managed accounts and fund advice developed in partnership with Morningstar Investment Management.

Client services

Based on VOYA Financial Advisors, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on VOYA Financial Advisors, Inc.

General retirement planning Retirement income strategy Cash flow / budgeting Social Security optimization

Occupation focus

Based on VOYA Financial Advisors, Inc.

Retired Founder/Business Owner Executive

Demographic focus

Based on VOYA Financial Advisors, Inc.

Approaching retirement Retired

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Fee options

Fixed

Financial planning or consulting services may be charged on a flat fee basis; seminar fees up to $500 per person or up to $10,000 fixed fee to corporate sponsors

Percentage

$0 - $250,000: 2.75% $250,001 - $500,000: 2.75% $500,001 - $1,000,000: 2.50% $1,000,001 - $2,000,000: 2.35% $2,000,001 - $5,000,000: 2.10% $5,000,001 - $10,000,000: 2.05% $10,000,001+: 2.00%

Commissions

Commission-based compensation for certain products offered through the firm’s role as broker-dealer

Project-based

Financial planning or consulting services fees may be charged hourly; specific rates negotiated with client

Other

Account minimum: $1,000 (generally for the Investor Channel Unified Managed Account Program); $5,000 minimum for Fidelity Program Fee-only: Fees generally range from 0.75% to 2.50% depending on third-party money manager selected, size, and services

Location

Brandywine, MD

Most active in

Maryland

Work history

Voya Financial Advisors

2026 - Present (1 year)

MissionSquare Retirement

2019 - 2026 (7 years)

ICMA-RC Services, LLC

2005 - 2019 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Timothy W

CFP®, Series 66

Alexandria, VA

Wesling Financial Planning Services Corp.

Timothy Wesling is a CFP®-certified financial advisor with 22 years of industry experience. He is the sole advisor at Wesling Financial Planning Services Corp. in Alexandria, VA, and has worked at Morgan Stanley DW Inc. since 2003. Wesling Financial Planning Services Corp. serves individual clients, including high-net-worth individuals, offering portfolio management, comprehensive financial planning, 401(k) and qualified-plan advisory services, as well as divorce-planning advice and tax preparation. The firm integrates fundamental analysis with both long-term and short-term trading strategies, providing customized Investment Policy Statements and maintaining discretionary trading authority for ongoing engagements.

Divorce financial planning College savings (529s, UTMA, etc.)
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Harry G

CFP®, Series 63, Series 65

Alexandria, VA

G, G, & M Financial Goals

Harry Gaskin is a CFP® with 18 years of industry experience and the sole advisor at G, G, & M Financial Goals in Alexandria, VA. He has been operating as an independent financial advisor since 1998. G, G, & M Financial Goals provides comprehensive financial planning and investment advisory services primarily to high-net-worth individuals and small business retirement plans. The firm focuses on non-discretionary investment management, using fundamental and technical analysis to select securities aligned with clients’ objectives.

Cash flow / budgeting Income planning College savings (529s, UTMA, etc.) Retired
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Garo P

Series 66

Alexandria, VA

Potomac Wealth Strategies, LLC

Garo Partoyan is a financial advisor at Potomac Wealth Strategies, LLC with 23 years of industry experience. He has been with Potomac Wealth Strategies since 2009 and holds a Series 66 designation. Potomac Wealth Strategies provides investment supervisory services, financial planning, and referrals to third-party money managers for individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate/business clients. The firm operates on a non-discretionary basis and uses fundamental analysis alongside a combination of long- and short-term strategies to guide portfolio management.

Wealth management Annuities
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Melissa C

Series 63, Series 65

Alexandria, VA

Lasting Legacy Wealth Management, LLC

Melissa Carriles Biggham is a financial advisor at Lasting Legacy Wealth Management, LLC in Alexandria, VA, holding Series 63 and Series 65 designations with seven years of industry experience. Her prior roles include positions at Bay Financial Planning and Tax Services, Cambridge Investment Research, and H Beck, Inc. She is also an independent insurance agent and provides retirement benefit education through the Federal Employees Retirement and Benefits Institute. Lasting Legacy Wealth Management offers financial planning, retirement planning, and investment management primarily for individual clients, including those nearing or in retirement. The firm uses both fundamental and technical analysis to build portfolios and manages model portfolios from third-party advisers, providing discretionary and non-discretionary management along with ongoing portfolio oversight.

Roth conversion strategy Medicare planning Income planning Retirement income strategy Cash flow / budgeting Government Employee
user avatar

Christine P

CFP®, Series 66

La Plata, MD

Parker Financial, LLC

Christine Parker is a CFP® professional and the sole advisor at Parker Financial, LLC, an independent firm she has led since 2007, with a total of 19 years in the industry. She holds the Series 66 designation and is based in La Plata, MD. Parker Financial, LLC provides investment advisory and consulting services to individuals, trusts, estates, one-owner small businesses, charitable organizations, and select institutional clients. The firm employs a long-term, tax-efficient investment approach grounded in Modern Portfolio Theory and integrates environmental, social, and governance (ESG) considerations, primarily using low-cost passive ETFs, equities, and investment-grade fixed income.

ESG / Sustainable investing Wealth management Founder/Business Owner Women Professionals Mid-Career Professionals
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Keanon S

Series 65

Alexandria, VA

Tennext LLC

Keanon Swan is a financial advisor at Tennext LLC with a Series 65 designation. He has been with Tennext since 2025 and has prior experience in data analysis and risk reporting as Director of Analytics at the Samuel U. Rodgers Health Center, a nonprofit community health center. Tennext LLC is an investment manager focusing on discretionary portfolio management for pooled and institutional assets, utilizing a multi-disciplinary investment approach that integrates evidence-based and quantitative methods with technical, fundamental, and behavioral finance analysis. The firm operates virtually and employs tax-aware strategies across a diverse range of investment vehicles.

Tax-loss harvesting Passive / index investing Real estate investing
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