William Fields

Julian Ball is the principal of Ball Wealth Management LLC in Owings, MD, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 3 years of industry experience and has operated his independent advisory firm since 2004. Ball Wealth Management LLC is a single-advisor registered investment adviser providing discretionary portfolio management to individuals and various institutional clients, including qualified retirement plans, trusts, and corporate pension plans. The firm uses fundamental analysis and a long-term buy-and-hold investment approach, with continuous portfolio monitoring and customized investment policy statements for each client.

Zaneilia Harris is a Certified Financial Planner® with 19 years of experience, currently serving as the sole advisor at Harris and Harris Wealth Management Group, LLC since 2009. She holds Series 63 and Series 65 licenses and engages in insurance sales and public speaking related to investments. Harris is also an author and participates in investment-related speaking engagements. Harris and Harris Wealth Management Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers non-discretionary, fee-based portfolio supervision using fundamental and technical analysis, asset allocation guided by modern portfolio theory, and client education through workshops and retreats.

Douglas Hayes is a financial advisor with Legacy Investing & Wealth Management LLC, holding a Series 65 designation and four years of industry experience. Prior to founding his firm in 2020, he worked at Rentokil from 2016 to 2020. Outside of advisory work, he owns and manages Legacy Development LLC, a company focused on residential real estate renovation and sales in the Washington, DC area. Legacy Investing & Wealth Management LLC provides discretionary asset management and packaged hourly financial advisory services to individuals and entities, including companies, trusts, estates, and charitable organizations. The firm emphasizes asset allocation and diversification using low-cost ETFs, periodic rebalancing, liquidity management, and selective hedging, serving both individual and institutional clients.

Rianka R. Dorsainvil, CFP®, is a dynamic leader and the visionary Founder and Senior Wealth Advisor at YGC Wealth, an inclusive, culturally competent and technology-forward financial planning firm. She has been celebrated as a top financial advisor for multiple consecutive years by Investopedia (most recently in 2023) and Washingtonian Magazine (most recently in 2024), as well as recognized by NerdWallet as a Black Financial Influencer to follow. Rianka is a recognized leader whose expertise is sought after both nationally and internationally. As a mother of two and an established leader, Rianka recently relaunched the firm as YGC Wealth, nodding to her roots while marking a new era of growth and service. The name YGC Wealth is both a homage to our original ethos and a representation of her evolution into a full-spectrum wealth management firm. Her approach to financial planning, deeply rooted in the empowerment of first-generation wealth-builders, transforms financial well-being into a cornerstone of personal achievement. As a past national president of the Financial Planning Association (FPA) NexGen community, Rianka has played a pivotal role in shaping the future of financial planning. Her influence extends through her active roles in CNBC's Digital Financial Advisor Council and the CFP Board’s Diversity Advisory Group. Her thought leadership has been featured across top media outlets including PBS NewsHour, Forbes, and CNBC, and she has been honored as a rising star by Investment News and one of Wealth Management’s Ten to Watch. Rianka’s commitment to diversity, equity, and inclusion in finance is unwavering. She believes that financial success should be accessible to all and that understanding and integrating one’s money culture is key to achieving sustainable financial balance. Through YGC Wealth, she continues to guide clients toward financial strategies that not only accumulate wealth but also foster a lasting, impactful legacy.

Nicholas Boyd is an investment advisor representative at Calvert Wealth Management, Inc. with seven years of industry experience. He has worked at Calvert Wealth Management since 2018 and previously held roles at APW Capital, Inc., Addison Group, and American University. Calvert Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, providing discretionary portfolio management along with wealth planning and financial consulting. The firm emphasizes diversified asset allocation and offers fiduciary services for employer plans using an institutional custody and trading platform.

Patrick Bassett is a financial advisor at Jansson Financial Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arrow Investment Advisors, LLC since 2008 and Ceros Financial Services since 2025. Jansson Financial Services is a Georgia-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a range of investment strategies and combines fundamental, technical, and cyclical analysis to manage accounts on a discretionary basis.