Lee Miller is a CFP® and Series 65 credentialed financial advisor with 23 years of industry experience. He is the principal of Miller Capital Management, Inc. and also operates Lee J. Miller, CPA, P.C., a public accounting practice. Miller serves on the board of directors of a charitable foundation as its vice president and treasurer and acts as trustee for several trusts. Miller Capital Management provides personalized investment supervisory services and financial planning to individuals, high-net-worth clients, and trusts. The firm focuses on capital preservation through fundamental security analysis and a long-term buy-and-hold strategy, making tailored recommendations and requiring client approval before transactions.

Paul Ramming is a CFA® charterholder and holds a Series 63 designation. He has 12 years of industry experience and has been the sole advisor at Foundry Capital Management since its founding in 2014. The firm provides discretionary portfolio management to individual and high-net-worth clients, typically using widely traded mutual funds and low-cost funds-of-funds. Foundry’s investment approach blends fundamental and technical analysis with market-valuation measures to adjust portfolio risk and emphasizes simplicity, low expenses, and limiting large drawdowns through a passive core plus targeted satellite adjustments.

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.

Charles Mills IV is the sole advisor and principal of Mills Value Adviser, Inc., an independent firm based in Arlington, VA. He holds a Series 65 designation and has 21 years of industry experience, including over two decades running his own advisory firm since 2004. Outside of his advisory role, Mills serves as president of two affiliated real estate investment entities, Mills Management I and II. Mills Value Adviser, Inc. provides discretionary portfolio management primarily for individual retail clients, accredited investors through a limited partnership private fund, and a select group of corporate and institutional clients. The firm employs a quantitative, macro-oriented investment strategy combining a long-term core of undervalued S&P 500 equities with shorter-term trading across various asset classes.

Edward Lazerow is the sole advisor at EJL Asset Management, LLC, an independent registered investment adviser based in Bethesda, MD. He holds the Series 66 designation and has 25 years of industry experience. Lazerow has managed EJL Asset Management since its founding in 2011. EJL Asset Management provides discretionary investment supervisory services primarily to individuals and high-net-worth clients. The firm uses fundamental analysis to construct portfolios across a broad range of instruments, employs both long- and short-term trading strategies, and operates with discretionary authority guided by individualized Investment Policy Statements.

Erik Eckerson is the principal advisor at EEE Financial LLC in Arlington, VA, holding a Series 65 credential with 9 years of industry experience. His background includes roles at Renaissance Management LLC, Future Builders Fund, Somerik LLC, CGI Group, and PriceWaterhouse Coopers. Outside of his advisory duties, he provides tax preparation and bookkeeping services and manages digital asset and private investment funds. EEE Financial serves individual and family clients with discretionary portfolio management and offers accounting services such as tax preparation and bookkeeping. The firm employs customized strategies based on modern portfolio theory, emphasizing diversified ETFs, tax-efficient techniques, and personalized investment recommendations.

Michael Worch is the principal advisor at Worch Financial Group, LLC, an independent firm based in Rockville, MD. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at The Financial Xchange and 1939 Capital, LLC. Worch is also a licensed insurance agent and dedicates a significant portion of his practice to insurance sales. Worch Financial Group serves individual and high-net-worth clients, providing financial planning, portfolio management through third-party money managers, and access to pooled investments. The firm emphasizes fundamental analysis and uses both long- and short-term trading strategies, often implementing investment solutions via referrals rather than direct discretion over client accounts.

Steve Jefferys is a CFA® charterholder with 16 years of industry experience. He has been managing Jefferys Capital Management since 2009. Jefferys is the sole advisor at Arch Financial Advisors LLC, an independent firm based in Bethesda, MD. Arch Financial Advisors provides comprehensive financial planning and investment advisory services primarily to middle- and upper-middle-income individuals and families. The firm offers fee-only, non-discretionary advice using tax-aware, client-specific asset allocation and emphasizes a planning-focused relationship model with flat retainers and project fees.

Marc Sassin is a financial advisor at Portfolio Management & Planning, Inc. in Arlington, VA, with 22 years of industry experience. He has been with the firm since 2000. Portfolio Management & Planning, Inc. provides investment advisory and portfolio management services primarily to individual clients, focusing on personalized investment plans implemented across stocks, mutual funds, bonds, and cash instruments. The firm uses fundamental analysis and emphasizes diversification, managing approximately $88.8 million in client assets on a discretionary basis.

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.

Stephen Berube is the sole advisor at Echo Creek Capital, LLC, an independent investment advisory firm based in Rockville, MD. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Berube has led Echo Creek Capital since 2013. Echo Creek Capital manages discretionary and non-discretionary portfolios for individual and institutional clients, focusing on tailored investment strategies that combine fundamental and technical analysis. The firm utilizes a range of instruments including equities, fixed income, ETFs, derivatives, and option strategies, and incorporates borrowing and margin as part of its approach.

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.

Thomas Steeley is a CFP® with 28 years of industry experience. He is the sole advisor at Steeley Advisory, LLC and has held prior roles at SMG Advisory, LLC, Steeley & Associates, and Ameriprise Financial. He also owns and manages a CPA practice that advises clients on tax and business matters and operates a shared office suite for independent business owners. Steeley Advisory, LLC serves individual clients as well as pension and profit-sharing plans and corporate entities. The firm provides discretionary portfolio management and financial planning, using individualized Investment Policy Statements and a long-term, fundamental analysis approach to investing.

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.

Jorge Cortes is a financial advisor at Terrafort Capital LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at the United Nations Capital Development Fund, IDB Invest, and the Central American Bank for Economic Integration. He currently serves in the Maryland State Treasurer's Office, Investments Division. Terrafort Capital is an independent, single-adviser firm serving individual and institutional clients such as pension plans and endowments. The firm provides discretionary investment management, financial planning, co-advisory services, and pension consulting, combining third-party model access with direct portfolio management across traditional and alternative investments.

Scott Faley is a financial advisor at Inaltis Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked with The Motley Fool, LLC since 2011, providing online coverage for stocks in the Income Investor newsletter. In addition to his advisory work, he operates a law firm, R Scott Faley, PC. Inaltis Capital Management offers discretionary investment management, portfolio consulting, and financial planning to a range of clients including individuals, pension plans, endowments, and small businesses. The firm uses a value-oriented investment approach through its Resolute Income and Osprey Growth strategies and employs a hub-and-spoke structure to synchronize client accounts with the manager’s personal portfolio.

I started Pacesetter Planning back in 2016 to help couples use their money to create the lives they love - together. I work best with two types of couples: 1) Engaged and newlywed couples looking to prepare for their future by setting themselves up for financial success and minimizing the risk of money conflict in their new marriage. 2) Couples who fight about money or struggle to make financially-related decisions as a team. I am a CERTIFIED FINANCIAL PLANNER™ and Certified Financial Therapist™. I care about the "why" behind your money just as much as "what" you do with it. More importantly, I want you and your spouse to feel confident and empowered by the way you manage money as a team such that your finances become an asset to your relationship, rather than a liability. (See what I did there?) Numerous studies have shown that financial conflict is pervasive in American marriages and is one of the leading indicators of divorce. There's no denying that the way you manage money with your spouse can be detrimental to your marriage. But I believe that the opposite is equally true - if you improve the way you manage your finances with your spouse, your marriage will get stronger. I'm here to show you how to make this a reality. If you’re interested in learning more, you can book a free introductory call at pacesetterplanning.com/contact

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.