Alexander Ruda is the sole advisor at Ruda Financial and holds a Series 65 credential. He has eight years of experience with the Internal Revenue Service and two years with Fannie Mae before founding his firm in 2025. Ruda Financial is a fee-only advisory firm that serves individuals, high-net-worth clients, and charitable organizations with investment management and financial planning services. The firm emphasizes individualized investment policies and asset allocation, employing fundamental analysis and Modern Portfolio Theory alongside passive investment strategies.

Stephen Lee is the principal of Lee Financial Group, Inc. in Columbia, MD, and holds the CFP® designation and Series 63 license. He has 45 years of industry experience and has been associated with Raymond James Financial in various capacities since 2004. Outside of financial advising, he is the owner of a law office focusing on wills, trusts, and powers of attorney, and serves on the advisory board for River Hill FBLA, providing student mentoring. Lee Financial Group offers individualized financial planning and wealth management advice to individuals and families, including high-net-worth clients, trusts, and charitable organizations. The firm provides written financial plans through a data-gathering process and offers follow-up consultations, with investment recommendations based on fundamental, technical, and cyclical analysis.

Heath Harris is the principal advisor at Compound Advisory LLC in Pasadena, MD, holding Series 65 and Series 66 licenses with 19 years of industry experience. His prior roles include positions at Oliver Wealth, Hayden Royal, CITIGROUP, Wells Fargo Advisors, Merrill, and Northwestern Mutual Investment Management. Compound Advisory LLC is an independent investment adviser offering portfolio management services tailored to client goals using a multi-method approach that incorporates charting, cyclical, fundamental, quantitative, and technical analysis. The firm focuses on long-term trading strategies and custom model allocations without using third-party managers or wrap fee programs.

Aba Tyus is a financial advisor with Tyus Financial Group LLC, holding Series 65 and Series 66 licenses and four years of industry experience. Prior to founding the firm, he worked at Northwestern Mutual and multiple other companies in various roles. He serves as president of The Columbia Business School Alumni Club of D.C., where he manages the executive committee and organizes club events. Tyus Financial Group LLC serves institutional and high-net-worth clients by providing discretionary portfolio management and advisory services across a broad range of investment instruments, including equities, fixed income, private equity, and alternative investments. The firm tailors investment decisions to client objectives using multiple analysis methods and employs a variety of strategies, including option writing and allocations to cryptocurrency exposures.

Lorie Scheibel is the principal of Smarter and Wise, an independent financial advisory firm, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and Lincoln Financial Advisors. Scheibel also serves as adjunct faculty at Anne Arundel Community College and operates as an independent insurance agent. Smarter and Wise provides financial planning and discretionary wealth management to individuals nearing retirement, high-net-worth clients, and sponsor-level retirement plans. The firm employs a planning-first approach centered on a comprehensive RetireSmarter process, incorporating risk modeling and ongoing portfolio management, and offers specialized investment real estate planning alongside retirement plan advisory services.

Corey Boller is a CFA® charterholder and investment advisor with Tempus Wealth Partners in Washington, D.C. He has experience at Rehmann and various banking institutions prior to joining Tempus Wealth Partners in 2025. Tempus Wealth Partners provides tailored investment counsel and wealth services to family offices, high-net-worth individuals, trusts, institutional clients, and business entities. The firm employs a disciplined investment approach combining quantitative and qualitative analysis and offers discretionary management across multiple asset classes, emphasizing fiduciary duty and customized client solutions.

Scott Vicary is a CFA charterholder and founder of Rookwood Wealth Management in Silver Spring, MD, with five years of industry experience. Prior to establishing his independent advisory firm in 2025, he worked at Sulzberger Capital Advisors, Inc. and held roles at affiliated Rookwood investment entities. Outside of his advisory work, he serves as managing director of a real estate apartment rental business. Rookwood Wealth Management is a fee-only registered investment adviser that provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm employs an investment approach based on modern portfolio theory and fundamental analysis, combining passive and active vehicles to align portfolios with client risk tolerance and tax considerations.

Chung Hei Sing is the sole advisor at Applied Derivative Research (ADR) with four years of industry experience. He holds the Series 65 designation and previously worked at Arquitos Capital Management for one year. He serves as a board member of the Maryland Technology Development Corporation, focusing on economic development through early-stage investments. Applied Derivative Research provides discretionary and non-discretionary portfolio management and advisory services to high-net-worth individuals, institutional investors, and pooled investment vehicles. The firm employs a combined bottom-up and thematic top-down investment approach with sustainable and impact-oriented opportunities, offering both strategic asset allocation advice and active portfolio implementation.

Liz Yoder is the owner of Dependent Financial Planning, specializing in serving individuals with disabilities, their families and organizations that support and employ them nationwide. Her clientele ranges from those with high support needs to those requiring less intensive assistance. The company’s goal is to facilitate pathways toward greater independence and integration for individuals with disabilities through financial planning. After college, Liz resided in a L’Arche home, where she served as a live-in direct support provider and community member for adults with Intellectual and Development Disabilities (IDD), alongside four other caregivers. She spent her time in the community building relationships and learning from her housemates and the IDD advocate community. The experience fueled her determination to assist families and individuals with navigating the complexities of government benefits. Liz pursued certification as a CFP® professional to advocate on their behalf. Liz holds a B.A. in Speech Language Pathology and Audiology from Loyola University in Maryland. She received her CFP® designation in 2020. She also has received the designation of Chartered Special Needs Consultant or ChSNC®.

Kendell Phillip is a financial advisor at Lockstep Financial LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Maverick Trading and Northrop Grumman. Lockstep Financial LLC is an independent advisory firm serving individual and high-net-worth clients with financial planning and discretionary portfolio management. The firm employs a primarily passive investment approach using index funds and ETFs, supplemented by fundamental and technical analysis, and manages held-away assets through third-party platforms.

John Gillick is a CFP® with four years of industry experience currently serving as the sole advisor at Adenry Wealth LLC in Columbia, MD. His prior experience includes roles at Commonwealth Financial Network, Financial Council, Inc., and The Colony Group. Adenry Wealth LLC provides discretionary asset management, financial planning, and an online educational workshop to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory, offering customized asset allocation using mutual funds and ETFs, with portfolio reviews that include rebalancing and tax-loss harvesting.

Andrew Katz Moses is a financial advisor at Katz-Moses Financial LLC in Washington, DC, with six years of industry experience. He holds the Series 65 designation and has worked at Katz-Moses Financial since 2019. Prior to his advisory role, he was employed with DC Public Schools for four years and is involved with the DC Sports and Recreation Association. Katz-Moses Financial LLC provides investment management and financial planning services to individual, high-net-worth, and charitable organization clients. The firm uses a primarily passive investment approach centered on low-cost index funds and ETFs, tailoring asset allocation to client risk tolerance and long-term goals, and is noted for its engagement with charitable organizations and educational seminars.

Harvey Robinson is a CFA® charterholder with 6 years of industry experience, currently serving as the sole advisor at Robinson Capital Group in Dayton, MD. He has been affiliated with Robinson Capital Group since 2003 and has concurrent roles at Gerson Lehrman Group and Robinson Kirlew & Associates since 2012. Robinson Capital Group is an independent, fee-only investment management firm serving individual and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm utilizes a fundamental research process and a value-oriented investment approach, focusing on diversified, risk-adjusted portfolios with discretionary management and formalized investment policies.

Richard Wagener is a CFP® and ChFC® with 51 years of experience in financial advising. He has worked at Raymond James Financial since 2009 and also serves as President of Financial First Advisors, a firm he has been involved with since 1986. He occasionally acts as an insurance agent for life, fixed annuity, disability income, and long-term care products not typically available through Raymond James. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation, modeling tools, and firm research to develop tailored recommendations.

Michael Liss is a financial advisor at Heronwood Capital LLC in Washington, DC, holding the Series 66 credential with 15 years of industry experience. Before founding Heronwood Capital in 2017, he worked at Alex Brown, a division of Raymond James & Associates, Inc. He is involved in managing a polo team through MSL POLO LLC and serves on the investment committees of the Jewish Community Center of Greater Washington and the Charles E. Smith Jewish Day School. Heronwood Capital serves individual, trust, institutional, corporate, and charitable clients with tailored consulting and asset management services. The firm offers a client-specific investment approach across various asset classes and typically manages assets on a non-discretionary basis, often acting as a third-party advisor to existing advisor/client relationships.

Mark Dickson is a CFA® charterholder and the principal advisor at Tyndale Investments, LLC with 17 years of industry experience. He also operates a separate CPA practice providing tax and financial consulting services. Mark has managed Tyndale Investments since 2014 and has been a sole proprietor of his CPA practice since 2004. Tyndale Investments offers discretionary investment management to individuals, families, and not-for-profit organizations, including ERISA plans. The firm uses portfolios primarily composed of exchange-traded funds tailored to client-specific investment policies and provides comprehensive account administration, financial planning, and consulting services.

Lisa Whitley is the principal of MoneyByLisa LLC, an independent advisory firm based in Washington, DC. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to founding her firm, she worked at Cape Fox Facilities Services and Your Money Line, Inc., and spent 18 years with the US Agency for International Development. Outside of her advisory work, she volunteers with Catholic Charities Financial Stability Network, providing financial coaching. MoneyByLisa LLC offers one-on-one financial coaching and written financial plans for individuals and families, focusing on areas such as cash flow, retirement, education funding, and estate planning. The firm emphasizes mindfulness, flexibility, and simplicity in its customized planning approach and does not provide portfolio management or asset custody.

John Persico is the sole advisor at Persico Asset Management in Severna Park, MD. He holds Series 63 and Series 65 licenses and has 4 years of industry experience, alongside 25 years at Peregrine Capital Management, LLC / PERSICO Capital, LLC. Persico Asset Management is a fee-only independent advisory firm managing approximately $90.3 million across 88 client relationships. The firm serves individuals, trusts, estates, small businesses, charitable organizations, and pension or profit-sharing plans, employing a core-and-satellite investment approach with a range of instruments and an explicit pension consulting practice.

Youfeng Jiang is a CFP® and holds a Series 65 license with six years of industry experience. He is the sole advisor at Beyond Profit and Wealth Consulting, an independent firm he founded after positions at Kestra Financial, Offit Advisors, and MuniCap. He also has experience as a self-employed financial professional over the past decade. Beyond Profit and Wealth Consulting serves individuals, businesses, charitable organizations, and retirement plans, offering discretionary investment management, financial planning, employee benefit plan consulting, and tax preparation. The firm emphasizes passive investment strategies with tailored portfolios while providing specialized services in pension and profit-sharing plan advisory.

Charles Ryan is a CFP® professional with 13 years of experience in financial advising. He is affiliated with Atlantic Financial Planning LLC and has a concurrent career at United Airlines since 1998. Atlantic Financial Planning LLC provides fee-only financial planning and investment advisory services to individual and family clients. The firm uses a goal- and risk-based process to recommend target asset allocations, primarily employing a long-term, buy-and-hold strategy with index funds and ETFs, and operates on an hourly engagement model without discretionary trading authority or custody of client assets.