Kurt Laubinger is a financial advisor at Potomac Wealth Management LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Potomac Wealth Management since 2009. Potomac Wealth Management LLC provides investment advisory and financial planning services to high-net-worth individuals, trusts, qualified retirement plans, and non-profit organizations. The firm employs a broadly diversified, asset-allocation driven approach that favors passive index exposure through institutional or no-load mutual funds and ETFs, with periodic rebalancing rather than market timing.

Jeffrey Sciscilo Jr. is a CFP® and CFA® with 19 years of experience in the financial industry. He has worked at 4J Wealth Management since 2018 and previously spent six years at McLaughlin Ryder Investments, Inc. In addition to his advisory role, he is an independent insurance agent providing insurance advice tailored to client needs. 4J Wealth Management serves individual investors and retirement plans, offering financial planning and both discretionary and non-discretionary investment management. The firm employs a client-focused, fiduciary approach with a multi-style portfolio construction methodology and supplements its services with estate-planning visualization tools and formal AI review processes.

Coe Magruder is a financial advisor at Washington Growth Strategies LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Washington Growth Strategies since 2014. Washington Growth Strategies LLC provides personalized investment management primarily to individual and high-net-worth clients, including trusts, foundations, pensions, and corporations. The firm uses fundamental research and a variety of investment instruments to create tailored asset allocation strategies, and also serves as manager of a private pooled vehicle, Washington Growth Fund, LP.

Mitchell Falter is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Reframe Wealth, LLC since 2021. Prior to joining Reframe Wealth, he worked at TIAA-CREF Individual & Institutional Services, LLC from 2007 to 2021. Reframe Wealth manages approximately $345.8 million for individuals, high-net-worth clients, trusts, and estates, providing discretionary wealth management, portfolio supervision, and financial planning. The firm employs a long-term asset allocation strategy based on Modern Portfolio Theory and utilizes a mix of ETFs, mutual funds, individual securities, and independent managers, with portfolio construction and trading supported by an independent sub-advisor.

Ami Shah is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Steward Inc. Prior to joining Steward Inc., Shah worked at Hemington Wealth Management and McKinsey & Company. Outside of financial advising, Shah is a limited partner in Glimpse LLC, a digital photo frame company. Steward Inc. offers integrated wealth advisory services combining discretionary investment management with comprehensive financial planning for individuals and families. The firm manages approximately $61 million, focusing on diversified, long-term asset allocation primarily through mutual funds and ETFs, and provides ongoing portfolio supervision alongside client-specific financial plans.

Feldy Suwito is an investment advisor at BNB Wealth Management, LLC with 27 years of industry experience. He has been with Bellamah, Neuhauser & Barrett, Inc. since 1998. Outside of his advisory role, he operates a photography business specializing in family portraits and event photography. BNB Wealth Management provides investment advisory and financial planning services to individuals, trusts, small businesses, and retirement plan sponsors. The firm constructs diversified portfolios, develops individualized investment policies, and offers a wrap-fee program combining advisory, execution, and custody services.

Paul Bennett is a CFP® and ChFC® with 25 years of experience in financial advising. He currently works at DecisionMap Wealth Management, LLC and previously held roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. Outside of advising, he is an author who writes and promotes books. DecisionMap Wealth Management provides financial planning, consulting, and discretionary investment management to a range of clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a core–satellite investment approach, utilizing various securities and third-party platforms to implement and monitor portfolios.

We created Lifetime Financial to serve the professional households working for the greater good. Our clients are unintentional millionaires. It might be surprising to think of yourself as a millionaire, but when you add up the equity in your home, a lifetime of saving, high market returns, and inflation—it quickly adds up. Though modestly affluent households like yours don’t have the resources of the ultra-wealthy, you still have much of the same complexity and the need for regular guidance. Typically, these households hold an average of $1.5 million in liquid assets and are often underserved by the financial community. Eighty percent of high-net-worth and mega-millionaires work with financial advisors to plan and manage their finances, but only 60% of unintentional millionaires do. We provide extensive, full-service financial planning and investment management with great services and ongoing support at a reasonable price. We are independent fiduciaries and keep our fees low, well below Wall Street rates, while providing services they don’t offer. An important distinction is that we are a Fee-Only firm, which is often confused with Fee-Based which is more common in larger firms. In contrast to Fee-Only, Fee-Based advisors receive commissions on products they sell you. We are only paid by you. Our typical clients are nonprofit professionals and those working for the greater good who want expert financial help with retirement, college planning, investing, tax planning, and more. Together we will connect the dots between your financial realities and the life you long to live.

Zachary Moss is a financial advisor with Potomac Investment Company, holding a Series 66 designation and no prior industry experience. His work history includes roles at Bank of Montreal, Hamilton Ventures, Georgetown University, Potomac Investment Co, and The York School. Potomac Investment Company is a small investment management firm serving individuals, trusts, estates, charitable organizations, and retirement accounts. The firm employs a conservative, long-term investment strategy focused on diversification and fundamental analysis, managing portfolios of publicly traded equities, mutual funds, and fixed-income securities.

Jeffrey Yeakle is a CFP® and ChFC® with 27 years of industry experience. He has been a principal at My Wealth Management, Inc. since 2013 and previously worked at Purshe Kaplan Sterling Investments from 2013 to 2017. My Wealth Management serves individuals, trusts, retirement plans, and small business entities, offering discretionary asset management and financial planning tailored to client objectives. The firm employs a range of investment strategies and maintains a small advisory team managing approximately $156 million for about 114 clients.

Lauren Bell is a financial advisor at Trio Wealth Management, LLC in Great Falls, VA. She holds a Series 65 designation and has been in the industry since 2022, with prior experience at HH Global and Pride Global. Lauren joined Trio Wealth Management in 2024. Trio Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and access to unaffiliated third-party managers. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, combining passive and active strategies to align with clients’ objectives and risk tolerance.

Alishia Parkhill is a financial advisor at Lifetime Financial with one year of industry experience. She holds a Series 65 credential and has previously worked at Coalition to Transforming Advanced Care, Capote Ventures, and LeadingAge. Lifetime Financial provides ongoing financial planning and investment management to individual and high-net-worth clients, focusing on professionals in nonprofits, higher education, and government sectors. The firm employs a systematic, asset-allocation-centered investment approach using low-cost index funds and ETFs, with an emphasis on diversification, tax-aware strategies, and life-centered planning that integrates career, philanthropy, and cash-flow coaching.

Joshua Goulding is a CFP® and CFA® with 19 years of experience in the financial services industry. He is currently a partner at 4J Wealth Management, LLC, where he has worked since 2018. Prior to this, he worked at Purshe Kaplan Sterling Investments and McLaughlin Ryder Investments, Inc., and has been associated with Guardian Life Insurance Company since 2009. He also maintains a role as an independent insurance agent, providing fixed and traditional insurance products. 4J Wealth Management primarily serves individual investors and retirement plans, offering financial planning alongside discretionary and non-discretionary investment management. The firm emphasizes a client-focused fiduciary approach with multi-style portfolio construction and integrates third-party estate-planning software into its planning process.

Christina Gamache is a financial advisor at Radiant Wealth Planning with 14 years of industry experience. She holds a Series 66 designation and has worked at Audax Wealth Management, LLC, UBS Financial Services Inc., and operated as a sole proprietor. Additionally, she consults for Growth Consulting Firm, LLC, where she prepares spreadsheets and analyzes statements. Radiant Wealth Planning serves individual clients with investment management and comprehensive financial planning, including retirement, estate, and tax-aware strategies. The firm integrates tax services through an affiliated entity and offers educational seminars, managing portfolios using both passive and active approaches tailored to client objectives.

Justin Ellison is a financial advisor with Demand Wealth, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Morgan Stanley and Spire Wealth Management, among others. Ellison is also involved with the Youth Interest Foundation, a nonprofit association. Demand Wealth serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services that utilize ETF-based model portfolios and digital planning tools. The firm employs fundamental analysis and modern portfolio theory, implementing both long- and short-term trading strategies as appropriate.

Michelle Hundley is a CFP® professional with nine years of industry experience. She is currently an advisor at Trio Wealth Management, LLC, joining the firm in 2023. Prior to Trio, she worked at Goldman Sachs (formerly United Capital Advisors, LLC) for five years and Hemington Wealth Management for four years. Trio Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and access to unaffiliated third-party managers. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, combining passive and active strategies tailored to clients’ objectives, risk tolerance, and tax considerations.

David Bastian is a Series 65-licensed advisor at Kingdom Capital Advisors, LLC with four years of industry experience. He previously worked at PricewaterhouseCoopers for five years and FTI Consulting for one year. In addition to advising, he contributes blog articles as an independent contractor to SeekingAlpha.com. Kingdom Capital Advisors provides discretionary portfolio management to individuals, high-net-worth clients, investment companies, and family offices. The firm focuses on a fundamentally driven, concentrated strategy in small- and micro-cap equities, employing cyclical and fundamental analysis along with active trading techniques including margin, short sales, and options.

Courtney Calotta is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Donalies Financial Planning, LLC since 2025 and previously spent six years with Gallant Financial Planning, LLC. Donalies Financial Planning, LLC primarily serves individual clients, including dual-income families and retirees, as well as trusts, business entities, pension plans, and charitable organizations. The firm provides comprehensive financial planning and discretionary portfolio management using a long-term, buy-and-hold approach with a core passive plus active-satellite strategy.

Carolyn Nunez is a CFP® and holds a Series 65 license with 15 years of industry experience. She has been involved with the UNT PDI CFP Program since 2007. Nunez is based in Chevy Chase, MD, and is affiliated with Ithaka Financial Planning, LLC. Ithaka Financial Planning provides integrated financial planning and portfolio management services for individuals, high-net-worth clients, and personal trusts and estates. The firm emphasizes customized portfolios based on Modern Portfolio Theory and offers a range of engagement options including investment-only and hourly consulting, supported by a small advisory team.

Michael Jobe is a financial advisor with Glover Park Wealth Management, LLC in Arlington, VA, holding a Series 66 designation and 14 years of industry experience. Before joining Glover Park in 2020, he worked at UBS Financial Services Inc. for eight years. Outside of his advisory work, he operates an online ticket sales business, Awesomeseating.com, a sole proprietorship he has managed since 2000. Glover Park Wealth Management serves individuals, high net worth clients, trusts, estates, corporations, and retirement plans, providing discretionary portfolio management along with financial planning and consulting. The firm employs a primarily long-term investment approach utilizing ETFs, mutual funds, and other instruments, and is notable for its work with institutional retirement plans and charitable organization clients.