Kelly L Kaczmarek

Timothy Wesling is a CFP® and holds a Series 66 license, with 23 years of experience in the financial industry. He previously worked at Morgan Stanley DW Inc. for three years. 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 uses fundamental analysis and a combination of long- and short-term trading strategies tailored to client objectives, integrates in-house tax preparation and certified divorce-financial analysis, and provides court and mediation support.

Harry Gaskin is a CFP® with 19 years of industry experience and has been the sole advisor at G, G, & M Financial Goals since 1998. He holds Series 63 and Series 65 licenses. G, G, & M Financial Goals provides comprehensive financial planning and investment advisory services to a select client base that includes high-net-worth individuals and small business retirement plans. The firm manages assets on a non-discretionary basis, combining fundamental and technical analysis to recommend securities aligned with client objectives.

Garo Partoyan is the sole advisor at Potomac Wealth Strategies, LLC in Alexandria, VA, holding a Series 66 designation with 24 years of industry experience. His prior roles include positions at Morgan Stanley, A. G. Edwards & Sons, and Wells Fargo Clearing. Since 2009, he has led Potomac Wealth Strategies, an independent firm. Potomac Wealth Strategies provides portfolio management, investment planning, and third-party manager selection to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm operates primarily on a non-discretionary basis, emphasizing fundamental analysis and utilizing both long- and short-term strategies.

Melissa Carriles Biggham is an advisor at Lasting Legacy Wealth Management, LLC in Alexandria, VA, with eight years of industry experience. She holds Series 63 and Series 65 credentials and has held positions at Bay Financial Planning and Tax Services and Cambridge Investment Research, among others. She is also an independent insurance agent and provides retirement benefit education through the Federal Employees Retirement and Benefits Institute. Lasting Legacy Wealth Management serves individual and high-net-worth clients, offering investment management and financial planning services that include fixed-scope plans, hourly consulting, and subscription-based retirement planning tailored to federal employees. The firm employs third-party investment advisers and model portfolios, combining fundamental and technical analysis with regular portfolio reviews and rebalancing.

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.

Keanon Swan is a financial advisor at Tennext LLC with one year of industry experience. He holds a Series 65 credential and has professional experience at Cygne Advisors and Kansas City University. Outside of his advisory role, Swan serves as Director of Analytics at the Samuel U. Rodgers Health Center, a nonprofit community health center where he focuses on data analysis and risk reporting. Tennext LLC provides discretionary portfolio management and develops individualized Investment Policy Statements for clients including individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm employs an evidence-based, multi-disciplinary investment approach incorporating quantitative models, fundamental and technical analysis, and behavioral finance, catering to clients with varying risk tolerances through tailored portfolio strategies.