Maureen Mcshane is a financial advisor at Capital Investment Management Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at Capital Investment Management since 2007, following a prior role at H. Beck, Inc. Mcshane is also licensed as an independent insurance agent. Capital Investment Management provides non-discretionary investment supervisory services primarily to individuals and high-net-worth clients, including trusts, estates, IRAs, and 401(k) accounts. The firm’s approach centers on diversified, risk-based allocations implemented mainly through mutual funds and Modern Portfolio Theory, with ongoing client approval of investment actions.

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.

Brian Wee is a CFP® professional with 15 years of industry experience, currently serving as the principal of Homewood Capital Management East LLC since 2017. He previously worked at Homewood Capital Management, Inc. from 2013 to 2018. Outside of his advisory role, Brian is a licensed real estate agent and insurance agent based in Woodbine, MD. Homewood Capital Management East LLC provides portfolio management and financial planning services to individual clients, focusing on long-term, diversified investment strategies grounded in modern portfolio theory. The firm emphasizes documented risk tolerance and time horizons, offering both discretionary and non-discretionary management, with regular portfolio reviews.

Christopher Shematek is a CFP® and ChFC® with 27 years of industry experience. He has been with Cobalt Financial Partners LLC since 2005, concurrently affiliated with LPL Financial. Outside of his advisory work, he serves as the Business & Economics Department Chair and instructor at Glenelg Country School, where he teaches economics and business courses and supports student-run business projects. Cobalt Financial Partners provides portfolio management and financial planning to individuals, high-net-worth clients, business entities, and pension and profit-sharing plans. The firm focuses on asset allocation, rebalancing, and modern portfolio theory, generally operating on a non-discretionary basis and managing approximately $108 million primarily through mutual funds and ETFs.

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.

John Fremont Smith is the sole advisor at Friends Wealth Management in Ellicott City, MD, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at Ameriprise Financial, Calamos Advisors LLC, and several Prudential entities. He is also a licensed insurance agent. Friends Wealth Management offers portfolio management and comprehensive financial planning for individuals, high-net-worth clients, and business entities. The firm employs a combination of analytic approaches and manages accounts directly, providing both discretionary and non-discretionary services aligned with client-specific 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.

WHO WE SERVE We specialize in working with three types of clients: 🔹 High-Net-Worth Retirees — You've built significant wealth and want a coordinated plan to make it last. We help you design a sustainable, tax-efficient retirement income strategy, optimize Social Security timing, and ensure your assets are structured to support a 30+ year retirement. 🔹 Pre-Retirees (50s–early 60s) — You're in the final years of your career with serious assets and serious decisions ahead. We help you model retirement readiness, execute Roth conversion strategies, and build a transition plan so you retire on your terms. 🔹 High-Earning Professionals (30s–40s) — Your income is strong but your financial picture is complex — equity compensation, rising taxes, multiple accounts, and long-term goals competing for attention. We bring structure and strategy to the complexity. WHAT WE DO We offer fee-only, advice-only financial planning — no products, no commissions, no conflicts of interest. ✅ Retirement Income Design — Building sustainable, tax-efficient withdrawal strategies for 30+ years ✅ Roth Conversion & Tax Planning — Identifying multi-year windows to reduce lifetime tax burden ✅ Equity Compensation Planning — RSUs, ISOs, NSOs, ESPP — timing, taxation, and concentration risk ✅ Portfolio Construction & Risk Management — Evidence-based investing aligned to your goals ✅ Comprehensive Financial Planning — A coordinated, big-picture approach across all areas of your finances WHY WORK WITH US 🔹 Featured in Business Insider, Forbes, Fortune, Investopedia, and U.S. News & World Report. 🔹 No Sales. No Commissions. Just Advice. — Our only priority is your financial success. 🔹 Institutional-Grade Expertise — 10+ years managing $800M+ institutional portfolios before founding Wealthwyzr. 🔹 Complex Topics, Simplified — We translate financial complexity into clear, actionable decisions. 🔹 Fiduciary, Fee-Only — We always act in your best interest, with complete transparency.

Wesley Brown is a financial advisor with Remnant Wealth in Gaithersburg, MD, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 10 years of industry experience, including prior roles at Park Avenue Securities, Guardian Life Insurance, Nationwide Insurance, and Ohio National Financial Services. Outside of advisory work, he is involved in property and casualty insurance sales. Remnant Wealth provides investment and advisory services focused on pooled vehicles and institutional-style engagements. The firm offers portfolio management, wealth management, financial planning, and educational seminars, employing a non-discretionary approach with a variety of securities and multiple methods of analysis tailored to client objectives.

Andrew Hamill is a CFA® charterholder with experience at Foxgrover Investment Partners since 2025, Atlantic Union Bank since 2021, and Wells Fargo from 2011 to 2021. He is based in Gaithersburg, MD. Foxgrover Investment Partners provides portfolio management and personalized financial planning to individuals and high-net-worth clients, using fundamental analysis, modern portfolio theory, and quantitative methods to inform investment decisions. The firm offers both non-wrap and wrap fee programs, managing portfolios with discretion based on clients’ investment policy statements.

Prospero Roda is the sole advisor at Roda Investment Management, LLC in Burtonsville, MD, holding Series 63 and Series 66 credentials with 21 years of industry experience. He has led Roda Investment Management since its founding in 2006. Roda Investment Management provides personalized, fee-only investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets on a discretionary basis using a strategic asset-allocation framework focused on individual equities, fixed income, and exchange-traded funds, incorporating fundamental analysis and global diversification to manage risk.

Zhi Wang is the sole advisor and owner of Genesis Capital Management, LLC, an independent firm based in Ellicott City, MD. He holds the CFA® designation and Series 63 license, with 12 years of industry experience. Prior to founding his firm, Wang has been associated with OneMain since 2011 and World Financial Group, Inc. since 2003. Genesis Capital Management provides discretionary portfolio management and financial planning to individuals, businesses, and institutional clients, offering balanced and alternative managed-account strategies that utilize proprietary analytical models and option trading techniques.

Brandon Croxton is a CFP® professional with 20 years of industry experience, currently operating as the sole advisor at BRC Financial Planning. He has held roles at Lombard Securities, Edelman Financial Services LLC, and is part owner of Croxton, Thornton, Hammond LLC. Croxton serves on the board of Stocks in the Future, a nonprofit teaching investment principles to middle school students in underserved communities. BRC Financial Planning is a fee-only independent advisory firm serving individuals, high net-worth clients, employer-sponsored pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes client-specific investment policies based on modern portfolio theory, combining passive and active strategies primarily through the Betterment platform, and offers pension plan consulting and retirement plan management, including ERISA 3(38) investment management for plan sponsors.

Raul Shah is a financial advisor at DocShah Financial, LLC in Ellicott City, MD, holding a Series 65 designation and with three years of industry experience. He is also the owner of DocShah Goods, LLC, a wholesale business selling products on Amazon, and has been an author for Seeking Alpha since 2017, writing on economics, finance, and stock topics. Additionally, he has engaged in professional baseball since 2017. DocShah Financial provides discretionary asset management, financial planning, and portfolio review services to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm combines fundamental and technical analysis, Monte Carlo simulations, and modern portfolio theory to construct and monitor portfolios, and offers public educational seminars alongside its advisory services.

Philip Chauche is the principal advisor at Chauche & Associates LLC, an independent firm based in Germantown, MD. He holds the CFP® and CFA® designations and has 19 years of industry experience. He has operated Chauche & Associates since 2003. Chauche & Associates LLC manages portfolios for a limited number of individual clients, focusing on fee-for-service financial planning and portfolio management. The firm employs a top-down investment approach with diversified holdings and personalized asset allocation, generally favoring no-load and low-load mutual funds.

Nicholas Herman is a financial advisor at Elite Financial Group in Gaithersburg, MD, holding a Series 65 designation with 18 years of industry experience. He previously worked at Capital Financial Partners from 2005 to 2018. Outside of his advisory role, Herman is the CEO of a general contracting company and is also active as a real estate agent and insurance agent. Elite Financial Group provides portfolio management services primarily for individual and high-net-worth clients, using a combination of charting, fundamental, and technical analysis within a long-term trading framework. The firm’s approach includes managing portfolios with mutual funds, equities, fixed income, ETFs, annuities, and TIPS.

Adewole Odumade is a financial advisor at Riskhedge Analytics, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at the Maryland Insurance Administration for six years. Odumade has been with Riskhedge Analytics since 2019. Riskhedge Analytics, LLC is an independent investment adviser providing discretionary portfolio management and investment consulting to individuals, trusts, investment companies, and pension plans. The firm employs a combination of proprietary quantitative models, fundamental analysis, and a long-term buy-and-hold strategy, with the option of performance-based fees for qualifying investors.

Stephanie Bigwood is a CFP® and ChFC® with 30 years of experience in financial advisory and related fields. She is the principal of Goldsborough Capital Management, LLC, a firm she has led since 2012. In addition to her advisory work, she manages Goldsborough Tax and Accounting Services, LLC, where she prepares tax returns. Bigwood is also involved with the TowsonTowne Rotary Foundation as a board member. Goldsborough Capital Management provides investment advisory and portfolio management services to individuals, trusts, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. The firm designs portfolios tailored to clients' objectives and risk tolerance, employing a range of strategies including asset allocation, option strategies, and the use of sub-advisers.

Hi, I’m Liz and I’m a fee-only financial planner. I started Primas Financial Planning to help individuals make financial decisions they feel good about and be confident that those choices will prepare them for the future. As the first in my family to graduate from college, I had to navigate a lot of firsts out of necessity, not choice. Like most of my clients, I didn’t learn about personal finance in school, and I’ve had to make decisions based on the information that was available to me. I’ve been fortunate to have accumulated knowledge through various sources. Some of my financial planning knowledge comes from school and work but a lot of lessons were learned from friends, family, my military community, and by making many, many mistakes. I recognize that not everyone is fortunate enough to have this wealth of knowledge at their fingertips and my goal with Primas FP is to help others have the same financial security and peace of mind. I’m a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Accredited Financial Counselor and Enrolled Agent. I’ve been working with clients for over 16 years helping them achieve their goals and build their wealth. First and foremost, I’m a fiduciary which means I’ll always put your interests first. I’ve lived in 9 states and 4 countries and I’ll be joining you virtually from Maryland, but I work with clients all over the United States. When I’m not listening to financial planning podcasts and delighting my husband and daughters with tax lectures, you can find me hiking, kickboxing, trying not kill the plants in my garden and volunteering in my community. I'm looking forward to hearing your life's story. Let's meet!

Justin Bacon is a CFA® charterholder with nine years of experience in the financial industry. He is the principal of Own Your Monday Wealth Management, LLC, and previously worked at VWG Wealth Management, Avendra, and Fidelity. Own Your Monday Wealth Management, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management services that combine discretionary portfolio management and financial planning. The firm utilizes an investment approach based on asset allocation and Modern Portfolio Theory, employing both passive and active vehicles tailored to clients’ objectives and risk tolerances.