Morgan Zeiber is a financial advisor at Capital Area Planning Group with Series 63 and Series 66 registrations and one year of industry experience. Prior to joining Capital Area Planning Group, Morgan held roles at LPL Financial LLC, American Heritage FCU, and Equitable Advisors, LLC. Capital Area Planning Group provides discretionary investment management, financial planning, and employee benefit plan advising to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm utilizes customized, actively managed portfolios based on modern portfolio theory and fundamental analysis, integrating additional financial services such as tax preparation, mortgage brokerage, and insurance through affiliated entities.

Malee Turner is a CFP® and holds a Series 65 license with one year of industry experience. She is currently an advisor at Reframe Wealth, LLC and has prior experience at Financial Growth Partners. Outside of her financial advisory role, she works as a receptionist for Malee Thai Massage, a business she has been involved with since 2018. Reframe Wealth serves individuals, high-net-worth clients, trusts, and estates with discretionary wealth management, portfolio management, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory, using a range of investments including ETFs, mutual funds, individual stocks, and bonds, and offers portfolio customization and tax-aware strategies.

Demetrius Felder is a financial advisor with Holistic Planners who holds Series 63, 65, and 66 licenses and has 21 years of industry experience. He is the founder and CEO of Life Is Great Enterprises, LLC, a business involved in stationery goods, training services, publishing, and speaking engagements. Felder has been associated with Holistic Planners Network, Keystone/MySecure Advantage/CLC, and The Felder Group over the course of his career. Holistic Planners Network, LLC serves individual clients, including both high-net-worth and non-high-net-worth households, managing approximately $15 million across about 64 client relationships. The firm provides customized asset management and financial planning services with investment strategies ranging from long-term buy-and-hold to shorter-term trading, supplemented by educational programs and employer-focused financial wellness initiatives.

Christopher Thomas is a CFP® with 23 years of industry experience, currently serving as an advisor at Macroview Investment Management LLC since 2018. His prior experience includes roles at Planning Solutions Group, LLC and Triad Advisors, Inc. He serves as treasurer and board member of the National Capital Chapter of the Society of Financial Service Professionals. MacroView Investment Management serves individuals, corporations, non-profits, and retirement plans with discretionary investment management, financial planning, and sub-advisory services. The firm employs a top-down, macroeconomic investment approach using diversified strategies and partners with Zoe Financial to support administrative functions and smaller accounts.

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.

Joseph Berenato is a financial advisor at 4J Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and has prior work history with Fairfax County Public Schools, Towson University, Montgomery County Community College, and Berenato & White, LLC. 4J Wealth Management primarily serves individual investors and retirement plans, offering financial planning and both discretionary and non-discretionary investment management. The firm employs a fiduciary approach with multi-style portfolio construction and integrates estate-planning tools and AI-supported review processes into its advisory services.

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.

Sherif Othman is a financial advisor at Poise Investment Advisors, LLC with four years of industry experience. He holds a Series 65 credential and previously operated SO Financial Consultants from 2018 to 2021. Before his advisory career, he worked at Green Company For Export, Import and Trading Agencies. Poise Investment Advisors is an investment manager that provides discretionary investment management, wealth management, financial planning, consulting, and educational workshops. The firm employs an asset-allocation strategy based on macroeconomic analysis and utilizes tools such as derivatives and tactical timing in portfolio management.

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.

Dawn Page is a financial advisor at Impact Capital, LLC in Rockville, MD, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has worked at Impact Capital since 2021 and previously spent five years at PagnatoKarp Partners. Impact Capital provides discretionary portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients. The firm uses a multi-method investment approach, including fundamental, quantitative, and technical analysis, and offers tailored Investment Policy Statements with monthly reporting through approved custodians.

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.

William Fitzgerald V is a financial advisor with BNB Wealth Management, LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining BNB Wealth Management, he worked in the energy sector at Raidal Power and New Columbia Solar and held a position at Johnson Control PLC. BNB Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and retirement plan sponsors. The firm manages diversified portfolios primarily using mutual funds and offers portfolio management, financial planning, pension consulting, and participant education services.

Jayden Liu is a financial advisor at B&L Wealth Group, LLC, holding CFP® and Series 66 credentials with two years of industry experience. Prior to joining B&L Wealth Group in 2024, he worked at Bank of America for nine years and was self-employed for eight years. B&L Wealth Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and business entities. The firm also offers sub-advised portfolio management to other registered investment advisers and serves a notable non-U.S. client segment.

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.

Daniel Cohen is a financial advisor with Impact Capital, LLC in Rockville, MD, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Impact Capital since 2018 and has prior experience at Ameriprise Financial Services and Kestra Financial Services. In addition to his advisory role, Cohen has served as a Tax Manager at E. Cohen and Company, CPAs since 2011, where he is involved in tax return preparation and tax planning. Impact Capital provides discretionary portfolio management, pension consulting for employee benefit plans, and financial planning to individual and high-net-worth clients. The firm employs a multi-method investment approach combining fundamental, quantitative, technical analysis, and modern portfolio theory, managing accounts primarily on a discretionary, asset-based fee basis.

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.

Joshua Malnik is a financial advisor at Malnik Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, TD Ameritrade, and The Retirement Group LLC. In addition to advisory work, he is also licensed to sell fixed and traditional insurance products. Malnik Wealth Management, LLC provides personalized asset management primarily to individual clients and their families, focusing on retirement preparation and ongoing portfolio management. The firm employs fundamental analysis and proprietary allocation models to build portfolios using individual equities and income-oriented ETFs, combining active and passive strategies according to client goals.

Jessica Doll is a CFP® and Series 66-licensed advisor with 11 years of industry experience. She has worked at Reframe Wealth, LLC since 2021 and previously spent seven years at TIAA-CREF. ReFrame Wealth serves individuals, high-net-worth clients, trusts, and estates with discretionary wealth management, portfolio management, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers portfolio customization and tax-aware options, including direct indexing and the use of DFA funds.