Casey Bettencourt is a CFP® at Bethesda Financial Advisors, LLC with one year of industry experience. Prior to joining Bethesda Financial Advisors, Casey worked at Clarendon Wealth Management and Gartenhaus Wealth Management. Outside of finance, Casey teaches yoga classes twice per week as a CorePower Yoga instructor. Bethesda Financial Advisors serves individual and high-net-worth clients with ongoing portfolio management and financial planning, typically using a combination of mutual funds, ETFs, equities, fixed income, and select non-U.S. securities. The firm applies modern portfolio theory with a core passive allocation supplemented by active tactical adjustments tailored to each client’s risk tolerance and goals.

James Brown Jr. is a CFP® with 21 years of industry experience, currently serving as an advisor at Meritis Wealth Management, Inc. He previously worked for Wells Fargo under the Meritis Wealth Management brand for 10 years. James is also a licensed insurance agent and dedicates a portion of his time to insurance sales and implementation. Meritis Wealth Management serves individuals, trusts, estates, and businesses with customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm focuses on tailored investment strategies typically implemented on a discretionary basis, combining fundamental and technical analysis and managing over $200 million in assets with a three-advisor team.

Richard Schoenfeld is a CFP® with 35 years of industry experience and has been with InterVest Ltd. since 1985. He holds Series 63 and Series 65 licenses and operates out of Chevy Chase, MD. Schoenfeld is one of two advisors at InterVest Ltd. InterVest Ltd. advises individuals, families, trusts, estates, charitable organizations, and retirement plans by providing comprehensive financial planning, portfolio management, and non-discretionary asset management consulting. The firm emphasizes a document-driven, individualized planning process and works with platforms such as SEI’s managed-account program while maintaining fiduciary roles for certain retirement accounts.

Boris Foxman is the CEO of Foxman Asset Advisors Inc. in Rockville, MD, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Avantax Investment Services, NBAC Corp, and Crump Insurance Agency. Outside of financial advising, he serves as president of iVenture Accounting Group, an accounting firm. Foxman Asset Advisors provides advisory services to individual investors, corporations, trusts, and foundations, offering discretionary portfolio management, financial planning, and consulting. The firm implements long-term investment strategies based on fundamental analysis, modern portfolio theory, and quantitative techniques, primarily recommending mutual funds alongside ETFs, fixed income, and other instruments.

Charles Donalies is a CFP® and holds a Series 65 license with 16 years of industry experience. He has been with Donalies Financial Planning, LLC since 2012. Donalies Financial Planning, LLC provides financial planning and discretionary portfolio management to individuals, business entities, trusts, retirement plans, and charitable organizations, focusing on dual-income families and individuals preparing for or in retirement. The firm’s investment approach combines a passive core with active satellite positions, incorporates tax-aware strategies, and uses third-party planning and reporting tools.

Bradley Loper is a financial advisor at DouglasBradley LLC with 24 years of industry experience. He holds a Series 66 designation and has been with DouglasBradley LLC since 2005. The firm provides investment portfolio management and financial planning services to individuals, families, trusts, estates, and family businesses. DouglasBradley LLC manages approximately $84 million on a discretionary basis for about 75 client households, using a tailored approach that emphasizes income-producing securities and combines fundamental and technical analysis.

Daniel Ryan is a Series 65-licensed financial advisor with nine years of industry experience. He has been with Alikos Wealth Management, LLC since 2015. Alikos Wealth Management serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes long-term, broadly diversified portfolios using primarily passively managed mutual funds and ETFs, and offers customized solutions including ESG and tax-sensitive strategies.

James Sullivan is the sole advisor at Sullivan Wood Capital Management, LLC, based in Washington, DC, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his firm since 2002. Sullivan Wood Capital Management provides discretionary investment management and financial consulting primarily to individuals and high-net-worth clients, including trusts, estates, and retirement accounts. The firm offers tailored portfolio management and project-based consulting services, utilizing both fundamental and technical analysis in its investment approach.

Amy Spalding is a CFP® professional with two years of industry experience, currently with District Capital Management, LLC. She previously worked at Walden Wealth Partners, LLC for four years and has experience in entrepreneurial and wellness-related ventures, including roles at Busykid.com and Yoga Lounge & Barre. District Capital Management serves individual clients, businesses, and charitable organizations with discretionary investment management and financial planning. The firm emphasizes long-term, fundamental analysis and offers diversified portfolios using low-cost mutual funds and ETFs, complemented by educational workshops on various financial topics.

Jennifer Goodwin is a financial advisor at Re Envision Wealth with nine years of industry experience. She holds a Series 66 designation and previously worked at Motley Fool Wealth Management, TMF Investments, and TIAA-CREF Individual & Institutional Services. Re Envision Wealth serves individual and high-net-worth households as well as some institutional clients, offering financial planning, investment consultation, wealth management, and discretionary portfolio management. The firm emphasizes asset allocation combined with fundamental and cyclical analysis and performs due diligence on private-market opportunities, managing specialized pooled investment vehicles.

Joshua Zins is a financial advisor at Plandeavor with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual Investment Management for six years. Plandeavor provides discretionary asset management, ongoing financial planning, and hourly consultations to individuals, business entities, trusts, and estates. The firm employs a quantitative investment approach using ETFs and direct indexing, combined with tax-loss harvesting and tactical asset-allocation adjustments.

Kevin Cope is a CFA® charterholder with nine years of industry experience and is currently a managing member of Cope Connelly in Arlington, VA. He has worked at Hutchinson Capital Management and XPS Capital LLC prior to his current role. Cope is also involved with C4M Global Advisors LLC, a related advisory firm, and oversees the governance of Cope Connelly SPV Management LLC, a special purpose vehicle entity. Cope Connelly serves individuals, pension plans, and business entities by providing discretionary portfolio management, financial planning, pension consulting, and private placement consulting. The firm emphasizes documented investment policies, regular portfolio reviews, and incorporates charting and technical analysis within a long-term trading approach while actively advising on private placements and special-purpose vehicles.

Leah Bryan is a financial advisor at Bryspen, Incorporated, holding a Series 65 designation with 22 years of industry experience. She has been with Bryspen since 1993. Bryspen provides advisory services to high-net-worth individuals and corporate clients, offering comprehensive financial planning and investment supervisory services. The firm manages a substantial portion of assets on a non-discretionary basis and emphasizes a fundamental, analytical investment approach tailored to each client’s specific circumstances.

Thiago Glieger is a financial advisor at RMG Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at firms including H. Beck, Inc. and Grove Point Investments. Since 2020, he has contributed as an author to FedSmith.com, an online resource for federal employees. RMG Advisors serves individual and high-net-worth clients with discretionary investment management and financial planning, specializing in areas such as divorce-related financial planning, federal employee retirement planning, and oversight of variable annuity and life-insurance sub-accounts. The firm emphasizes asset allocation and diversification through SEI Asset Allocation Models and sub-advisors, managing approximately $137 million for about 174 client households with a two-advisor team.

Sherman Ethridge is a CFP® with 14 years of industry experience. He currently serves as an advisor at Capital Area Planning Group, having previously worked at CIC Wealth, LLC and Wells Fargo Clearing. Outside of his advisory role, he is involved in public speaking on investment topics through his sole proprietorship, Ethridge Consulting, LLC, and serves on the board of a Bluetooth headphone manufacturer, Dome Audio Inc. Capital Area Planning Group provides discretionary portfolio management, financial planning, and employee benefit plan consulting to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers customized, actively managed portfolios using Modern Portfolio Theory and fundamental analysis, and maintains affiliated non-advisory businesses such as tax preparation and insurance brokerage.

Edward Lu is a financial advisor at Blackfield Capital Management LLC with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Morgan Stanley and Cambrian Asset Management. Lu is also a licensed insurance agent and offers insurance products to clients when appropriate. Blackfield Capital Management provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, focusing on a small number of client relationships. The firm’s investment process is based on fundamental analysis and includes a broad range of strategies, with a notable emphasis on including held-away private investments in fee calculations.

Erich Imphong is a CFP® and holds a Series 66 license, with 13 years of experience in the financial services industry. He is currently affiliated with Peakstone Financial Advisors and has previously worked with Independent Financial Group, LLC and Plotkin Financial Advisors, LLC. Outside of his advisory work, he also provides various insurance products as a licensed agent and serves as an officer of a consulting firm focused on human resources and office leasing. Peakstone Financial Advisors serves individual and corporate clients, including high-net-worth and non-HNW individuals, as well as employer-sponsored defined contribution plans. The firm offers both discretionary and non-discretionary portfolio management, retirement plan consulting, and participant education, using customized asset-allocation strategies and third-party asset managers when appropriate.

Asitha De Silva is a CFA® charterholder with six years of industry experience. He is currently with Capital Squared Financial LLC and has previously worked at Rock Den Advisors, Sweetbay Capital Management, UBS AG, and UBS Securities. Outside of his advisory role, Mr. De Silva is a shareholder in MRQ Holdings, a property investment and charitable foundation in Sri Lanka, though he has no operational duties there. Capital Squared Financial provides wealth management, investment management, and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm uses a combination of passive and active investment vehicles guided by modern portfolio theory and offers socially responsible investment options upon client request.

Jamie Lapin is a CFP® with 41 years of industry experience, currently serving as an advisor at RMG Advisors in Rockville, MD. His prior experience includes roles at Grove Point Financial, LLC and Family Law Software. He has been active in the financial advisory field since 1986. RMG Advisors manages approximately $137 million for about 174 client households, offering discretionary investment management and financial planning services. The firm focuses on niche planning areas such as divorce-related financial planning and federal employee retirement planning, utilizing SEI Asset Allocation Models and sub-advisors to implement diversified client portfolios.

I specialize in helping clients with Tax-Efficient Retirement Planning and Investment Management. I can help you: (1) assess your overall retirement preparedness, (2) design an actionable and easy-to-understand plan to achieve your goals, (3) develop an investment strategy that matches your specific needs and preferences. Over the past 15 years in the wealth management industry, I had an opportunity to work at one of the most prominent investment management firms, a boutique firm that focused entirely on stock research and later at one of the top regional RIA firms. I also co-founded a wealth management group that was later acquired by a CPA firm. In his previous role as the Chief Investment Officer (CIO), I directed the management of over $350,000,000 in assets on a discretionary basis for over 150 individuals, families and trusts. I developed numerous financial plans for a diverse group of clients which gave me a deep understanding of what is needed to create a personalized and comprehensive plan. Visit our website to learn more: www.csqfinancial.com Schedule a free consultation: https://scheduler.zoom.us/alex-seleznev/intro-meeting-with-alex-seleznev I look forward to talking with you!