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 financial advisor at Trio Wealth Management, LLC with 10 years of industry experience. She holds the CFP® and Series 65 credentials. Prior to joining Trio in 2023, she worked at Goldman Sachs (formerly United Capital Advisors, LLC) for five years and Hemington Wealth Management for four years. Trio Wealth Management is a fee-only, SEC-registered advisory firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm’s investment approach combines strategic asset allocation, diversification, and a mix of passive and active vehicles, and it offers educational seminars and flexible planning engagements alongside oversight of third-party managers.

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 at Glover Park Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for eight years. Outside of financial advising, he operates an online ticket sales business, Awesomeseating.com. Glover Park Wealth Management is a small, owner-operated SEC-registered advisory firm serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments, while also offering access to independent managers and specialist solutions.

Brandon Levenson is a financial advisor at Suissa Private Wealth with a Series 66 designation and one year of industry experience. His prior work includes roles at RBC Capital Markets, Jones Lang LaSalle, Farmland Partners, CBRE, Yelp, and Penn State University. Suissa Private Wealth is a newly registered SEC investment adviser with three advisors that provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, non-profits, endowments, and business entities. The firm focuses on long-term strategies using asset allocation and fundamental analysis, incorporating dollar-cost averaging, periodic rebalancing, and quarterly performance reviews.

Joseph Jacques is a financial advisor at Jacques Advisors, LLC in Rockville, MD, holding the CFP® and ChFC® designations with 42 years of industry experience. He has been with Jacques Advisors since 2000 and also owns Jacques and Associates, Certified Public Accounts, LLC, a separate accounting firm. Jacques Advisors serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and consulting services. The firm offers customized portfolios utilizing a blend of in-house analysis, institutional models, and third-party managers, combining advisory, brokerage, and accounting capabilities within a small, credentialed team.

Laura Beldin is a financial advisor at B&L Wealth Group, LLC with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and previously worked at Merrill and Bank of America. In addition to her advisory work, she is active as an insurance agent. B&L Wealth Group provides financial planning, consulting, and discretionary investment management services to individuals, trusts, estates, and business entities, including sub-advised customized portfolio management for unaffiliated advisers and a notable non-U.S. client segment. The firm’s offerings include a proprietary Flagship Strategy with a performance-based arrangement that utilizes derivatives, margin, and concentrated positions.

Stephen Chang is a financial advisor at Acts Financial Advisors with a Series 65 credential and two years of industry experience. He previously worked at McKinsey and has been involved with the University of Virginia as an instructor for the CFP® Certificate Program. Chang is also the owner and co-founder of Rich to Wealthy, LLC, a personal finance education and entertainment company. Acts Financial Advisors is a small SEC-registered firm serving individual clients, charitable organizations, businesses, and public entities. The firm uses a Modern Portfolio Theory framework with primarily passive portfolios tailored to each client’s investment policy statement and offers financial planning, investment management, business consulting, and educational seminars.

Thomas Seneca is a financial advisor at T.M. Wealth Management in Reston, VA, holding Series 63 and Series 65 licenses with 17 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Cetera Advisor Networks, Girard Securities, and My Investment Advisor. Seneca is also a licensed insurance agent. T.M. Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, and business entities, managing approximately $210 million for under 100 clients. The firm provides customized portfolio management, pension consulting, and financial planning using a combination of fundamental analysis, modern portfolio theory, and technical analysis, and offers educational seminars for various audiences.

Hilary Disher is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66 designation with 10 years of industry experience. She has worked at CAVU Wealth Advisors since 2014 and spent a year with Goldman Sachs Wealth Services prior to that. CAVU Wealth Advisors provides investment management and financial planning primarily to individual clients, including high-net-worth households, as well as small and medium institutional accounts. The firm uses a holistic, Investment Policy Statement–driven approach to build broadly diversified, tax-aware portfolios managed on a discretionary basis.

James Joseph is a CFP®, ChFC®, and PFS™ credentialed financial advisor with 30 years of industry experience. He has been with Sentinel Wealth Management, Inc. since 2002. Sentinel Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a Modern Portfolio Theory approach with diversified asset allocation using no-load mutual funds, ETFs, and alternative strategies, serving primarily clients with larger account sizes through a two-advisor team.

Matthew Sanchez is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Ivy League Financial Advisors LLC since 2019, following prior roles at The Wealth Consulting Group and Pinnacle Advisory Group. Ivy League Financial Advisors LLC serves individuals, high-net-worth clients, and institutional clients such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with an investment approach that includes constructing Growth or Withdrawal portfolios across various asset classes and providing trustee-directed ERISA services and participant education.

William Taylor is a financial advisor at Kirk Capital Advisors LLC with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Kirk Capital Advisors since 2020, following roles at West Financial Services and 1st Portfolio, Inc. He serves as a board member of the Financial Planning Association of the National Capital Area. Kirk Capital Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, employing a blend of modern portfolio theory, fundamental, and technical analysis. The firm manages discretionary portfolios and oversees held-away retirement accounts, offering a wrap-fee program with institutional custody through Pershing and Schwab.

James Sexton is a CFP® professional with 13 years of industry experience. He is currently affiliated with Piedmont Wealth Advisory and has previously worked at Oak Barrel Wealth Advisory LLC, Oakmont Wealth Advisory, Hayden Royal, Niagara International Capital Limited, and Vanguard Marketing Corporation. He holds a Series 63 license. Piedmont Wealth Advisory provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, and estates. The firm builds long-term portfolios using fundamental analysis and periodic reviews, offering customized strategies that include mutual funds, ETFs, individual securities, and third-party managers, with a focus on fiduciary responsibility and diversified, low-cost investments.

Ryan Houlihan is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with Houlihan Financial Resource Group, Ltd. since 2000. Houlihan Financial Resource Group, Ltd. is a privately owned advisory firm providing discretionary portfolio management and integrated financial planning to individuals, trusts, foundations, pensions, and corporations. The firm serves high-net-worth and non-high-net-worth clients, managing assets through an in-house investment model that includes five internal program categories and offering both discretionary management and an automated portfolio service for smaller accounts.

Lisa Crivella is a CFP® professional with 20 years of experience at Ivy League Financial Advisors LLC in Rockville, MD. She has been with the firm since 2006. Ivy League Financial Advisors LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, and retirement plan consulting, with a focus on documented client objectives and ongoing account monitoring and rebalancing.

Patrick founded Ortman Financial Planning in 2016, a financial planning and investment management firm located in North Bethesda, MD. He holds the Certified Financial Planner® (CFP®) designation and earned a Bachelor of Science in Business Administration with an emphasis in Finance at the Catholic University of America. Patrick has a strong focus on his clients’ overall financial wellbeing and recognizes that money is only a tool to help achieve the vision each person has for their life. He focuses on providing a very deep level of service balanced with simplicity to provide each client with greater peace of mind around their finances. Patrick and his wife, Kate, have four boys ranging from elementary school through high school. He coaches various youth sports teams and is an active volunteer at his children’s schools. Patrick is active in the financial planning community and is a member of XY Planning Network and the National Association of Personal Financial Advisors (NAPFA).

Karan Malik is a financial advisor at Opulen Financial Group, LLC with two years of industry experience. He holds the Series 65 designation and previously spent five years coaching and training in squash through Malik Squash Training. Opulen Financial Group is an independent advisory firm serving individuals, high-net-worth clients, and corporations with portfolio management, comprehensive financial planning, and retirement plan services. The firm emphasizes documented investment policy statements, fundamental analysis, and delivers advice through direct management and delegated digital platforms, along with public educational seminars and participant education for plan clients.

Anthony Matteo is a CFP® with seven years of industry experience, currently serving as a financial advisor at SageVest Wealth Management. He has been with SageVest since 2019 and previously attended Virginia Polytechnic Institute and State University. SageVest Wealth Management is an independent, fee-only advisory firm that serves individuals, families, trusts, charitable accounts, and small businesses with discretionary investment management and comprehensive financial planning. The firm manages approximately $423 million in assets for about 150 clients, constructing diversified portfolios using no-load mutual funds, ETFs, and individual bonds, and incorporates both fundamental and limited technical analysis in its investment process.