Goeun Choi is a CFP® professional with seven years of experience in the financial advisory industry. She is currently with Buchanan Wealth Management, where she has worked since 2018, and has prior experience at LPL Financial LLC. In addition to her advisory role, she has held positions outside finance, including at Freddy's Frozen Custard & Steakburgers and United We Dream. Buchanan Wealth Management provides wealth management and financial planning services primarily to individual and high-net-worth clients, focusing on retirement objectives. The firm uses an asset-allocation driven approach, combining efficient-market strategies with quantitative and qualitative analysis, and offers discretionary portfolio management alongside financial and retirement plan consulting.

Matthew Buchanan is a financial advisor with Buchanan Wealth Management in Reston, VA, holding a Series 66 designation and 23 years of industry experience. He previously worked at LPL Financial for 21 years before founding Buchanan Wealth Management in 2022. Buchanan Wealth Management provides wealth management and financial planning services primarily to individual and high-net-worth clients, with a focus on retirement objectives. The firm employs an asset-allocation approach combining efficient-market strategies with quantitative and qualitative analysis, managing portfolios largely composed of mutual funds, ETFs, and selected individual securities.