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!

Anna N'jie Konte is a CFP® professional at Poder Wealth Advisors with 10 years of industry experience. She previously worked at RBC Capital Markets and also served as CEO of Dare to Dream Consulting, where she provided speaking engagement services. Poder Wealth Advisors is a state-registered firm serving individual clients, business owners, and nonprofit entities. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, offering diversified, low-cost portfolios alongside comprehensive financial planning and discretionary portfolio management.

Derek Johnson is a financial advisor at Ferguson-Johnson Wealth Management, Inc. in Rockville, MD, holding a Series 65 designation with 26 years of industry experience. He has been with the firm, formerly known as Ferguson Asset Management, since 2000. Ferguson-Johnson Wealth Management is a fee-only registered investment adviser serving individuals, retirement plans, trusts, and nonprofit entities. The firm employs a process-driven, research-based passive investment approach emphasizing broad diversification through ETFs, no-load index funds, and engineered-index funds, managing approximately $316 million across about 190 client relationships.

John Bowles Jr. is a CFP® professional with 19 years of experience at InterVest Ltd., where he has worked since 1997. Based in Chevy Chase, MD, he is one of two advisors at the firm. InterVest Ltd. provides financial planning, portfolio management, and non-discretionary asset management consulting to individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm combines document-driven financial reviews with ongoing client servicing, offering both non-discretionary advice and limited discretionary authority through SEI’s managed-account platform.

Stephen Guokas is a financial advisor at Kuhn & Company Investment Counsel, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at JP Morgan Chase, Simplicity Wealth Management, and Raymond James. Outside of finance, he has been involved with the Grant Park Music Festival. Kuhn & Company Investment Counsel is a registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and consulting services, utilizing approaches such as fundamental and cyclical analysis and modern portfolio theory, and may employ third-party manager programs and tax-management techniques like tax-loss harvesting.

Franklin Koonce is a financial advisor at Montgomery Investment Management Inc with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Montgomery Investment Management and Koonce Securities, Inc. since 1994. Montgomery Investment Management serves high-net-worth individuals, families, trusts, retirement accounts, charitable organizations, and institutional clients, focusing on larger accounts with a value-oriented, fundamental analysis investment approach. The firm maintains a relatively small client base and manages portfolios that are concentrated in 20–30 securities, emphasizing companies with sustainable competitive advantages and often targeting underfollowed or turnaround situations.

Matthew Shriver is a CFP®, CFA®, and Series 63 credentialed advisor with 24 years of experience. He has been with Alexander Randolph Advisory, Inc. since 2002. The firm provides investment management, wealth management, and financial planning services to individuals, trusts, retirement plans, and charitable organizations. Alexander Randolph Advisory customizes portfolios based on client-specific investment policy statements and emphasizes fundamental analysis, low-cost funds, and transaction cost minimization, managing approximately $364 million across 143 client portfolios.

Mario Zumbo is a CFP® professional at Preserve Private Wealth, LLC with 10 years of industry experience. He previously worked at Goldman Sachs for five years and has held roles at Strategic Advisers, Inc., Fidelity Investments, and Charles Schwab. Preserve Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, combining fundamental and quantitative analysis with a long-term trading orientation. The firm manages a relatively large pool of assets per client and offers access to a diverse range of investment vehicles including hedge funds, private equity, and digital assets.

Irina Gabidullina is a CFP® and Series 65 credentialed advisor at Donalies Financial Planning, LLC with six years of industry experience. She previously worked at Gallant Financial Planning and Lighthouse Financial Planning, LLC. Donalies Financial Planning, LLC provides financial planning and discretionary portfolio management to individuals, business entities, trusts, retirement plans, and charitable organizations, with a focus on dual-income families and those preparing for or in retirement. The firm’s investment approach combines Modern Portfolio Theory with a passive core and active satellite positions, using tax-aware strategies and third-party planning tools.

Jiaxuan Zhuang is a financial advisor at MZ Capital, LLC with 20 years of industry experience. He has held his current role since 2005 and holds a Series 65 designation. MZ Capital Management provides discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm emphasizes a passive, asset-class allocation approach implemented with institutional funds under a buy-hold-rebalance discipline grounded in efficient market and modern portfolio theory.

Charlotte Bell is a financial advisor at Trio Wealth Management, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase Bank, JPMorgan Securities, Goldman Sachs, and Bluespring Wealth Partners. Trio Wealth Management is a fee-only, SEC-registered firm that serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a modern portfolio theory-based approach, balancing passive and active investment vehicles, and offers educational seminars and flexible planning engagements.

Vijay Bhaskar Prasad Duddumpudi is a financial advisor at BORA Capital, LLC with a Series 65 credential and no prior industry experience. Before joining BORA Capital, he held roles at Neurocrine Biosciences, Biogen, Novartis, and ZS Associates, with his current outside employment as a Senior Manager in Commercial Analytics at Biogen, focusing on data and commercial strategy analytics. BORA Capital provides portfolio management services to individual and high-net-worth clients, emphasizing fundamental equity analysis and long-term investment strategies. The firm offers both discretionary and non-discretionary account management, utilizes tailored model allocations, and conducts regular portfolio reviews.

Paul Glashofer is a financial advisor at Glashofer Financial Advisors with 18 years at the firm and 13 years of industry experience. He is also a licensed insurance broker offering life, disability, and health insurance as a supplemental service. Glashofer Financial Advisors serves high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and various organizations, managing approximately $281 million in client assets. The firm employs a fundamental, long-term investment approach focused on companies with strong financial metrics and generally holds investments for at least a year to limit turnover.

Janice Henderson is a CFP® professional with 30 years of industry experience. She is the CEO and an owner of Law & Associates, Inc. and has previously worked at Raymond James Financial and Raymond James Financial Services. Henderson also holds ownership in an insurance business that manages life and long-term care insurance commissions. Law & Associates, Inc. serves individuals, trusts, estates, and business entities with wealth management services that integrate financial planning, investment advisory, and management. The firm emphasizes a financial-planning framework with diversification and asset allocation and manages client accounts primarily through Raymond James–administered programs on a non-discretionary basis.

Melinda Wiedel is a financial advisor at Kilner Capital Advisors, LLC with 18 years of industry experience. She holds a Series 65 credential and has been with Kilner Capital Advisors since 2014. Kilner Capital Advisors provides discretionary investment management, retirement-plan advisory, and financial consulting to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory and a buy-and-hold strategy, emphasizing broadly diversified, passively managed mutual funds and conservative fixed-income securities.

Richard Allridge is a CFP® professional with 10 years of industry experience. He is a principal at Allridge Wealth Management, Inc., where he has worked since 2017. His prior experience includes roles at Century Financial Group, LLC and Voya Financial Advisors, Inc. Allridge Wealth Management, Inc. is an independent, fee-only wealth management firm that serves individuals, trusts, estates, charitable organizations, retirement plans, corporations, and other entities. The firm provides customized investment management and advisory services on a non-discretionary basis, focusing on client-directed portfolio management supported by fundamental and technical analysis.

Benjamin Brown is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with Entelechy LLC since 2017 and previously worked at Focus Wealth Management, Ltd. from 2014 to 2017. Entelechy serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, investment management, tax preparation, and educational seminars. The firm employs a primarily passive investment strategy using diversified portfolios of index funds and ETFs, managing approximately $250 million in discretionary assets for around 80 clients within a single-advisor practice.

Megan Clark is an investment adviser representative with Brighter Financial Capital Management, LLC and holds Series 63 and Series 66 credentials. She has 12 years of industry experience and has worked with firms including Madison Avenue Securities and Clark/Barbour Asset Strategy Partners. Clark is also the CEO and owner of Clark & Associates, Inc. Financial Solutions and serves as treasurer for the Fairway Executive Center Condo Board. Brighter Financial Capital Management provides investment and financial planning services to individuals, corporations, and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, plan advisory, and educational seminars, serving a high client load with a multi-tiered planning approach.

Ricky Faircloth is a financial advisor at Berg Faircloth Investment Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in various related businesses since 1980, including ownership of a tax preparation and accounting firm where he serves as a CPA. Additionally, he owns and operates a farm and real estate sales business in Virginia. Berg Faircloth Investment Advisors provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs fundamental and cyclical analysis with both long- and short-term trading strategies across multiple asset classes and integrates tax and accounting advice through its affiliation with an accounting practice.

Kyle Haesler is a financial advisor at FarrCrest Capital LLC with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Jefferies LLC and various self-employed positions. FarrCrest Capital is a family office that manages portfolio and wealth services exclusively for the founding family and affiliated members, focusing on long-term stewardship, governance, and legacy planning within a concentrated family mandate.