Jovan Jackson is a financial advisor at Good News Financial & Investment Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at multiple related firms, including Kingdom Wise Advisors LLC dba I Am The Bank LLC and Affordable Benefits Solutions Inc., where he is also an insurance agent. Good News Financial & Investment Advisors provides discretionary investment management, financial planning, and retirement-plan services to individuals, trusts, charitable organizations, and corporate clients. The firm offers ERISA-plan advisory services, uses sub-advisors and co-advisor arrangements for portfolio management, and conducts public seminars and workshops on financial topics.

Andrew Clegg is a financial advisor at Greenhouse Investments LLC with a Series 66 credential and one year of industry experience. Prior to joining Greenhouse Investments, he worked at Equitable Advisors and Christine Angles Insurance Agency. Outside of finance, he is a self-published author and an independent music artist performing under the name Rocky Ripple. Greenhouse Investments LLC is a discretionary asset manager serving individual and high-net-worth clients. The firm employs fundamental, cyclical, and quantitative analysis in managing portfolios, which may include a range of investment strategies and is overseen through quarterly compliance reviews.

Howard Lichstrahl is the sole advisor at H. L. Lichstrahl & Company, LLC in Arlington, VA, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has been with his firm since its founding in 1997. H. L. Lichstrahl & Company provides discretionary investment management primarily focused on value-oriented equity investing for individuals, high-net-worth clients, trusts, estates, IRAs, and certain pension and profit-sharing plans. The firm emphasizes long-term, concentrated portfolios informed by fundamental research and is notable for serving institutional clients and employing prime broker arrangements to access non-exchange-listed securities.

Michael Barnes is a financial advisor at True North Advisory, LLC, an independent registered investment adviser. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to founding True North Advisory in 2020, he was with Tlg Advisors, Inc. from 2013 to 2016. In addition to his advisory work, Barnes serves as a federal police officer with the U.S. Department of Homeland Security and operates a gun safety and permit eligibility training business. True North Advisory serves individual clients, trustees, corporations, and retirement plans, providing investment management, financial planning, retirement-plan consulting, participant education, and hourly consulting. The firm primarily uses third-party model platforms and operates on a non-discretionary, co-advisory basis, with a small client base and a focus on integrating technology such as AI for research and note-taking.

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.

I founded Mabery Consulting to support individuals who want to enter retirement with clarity and confidence. As a CFP® professional and the owner of a fee‑only, fiduciary advisor, I guide clients who want to understand how to prepare for retirement and how to pay themselves sustainably once they’re in it. My approach is warm, transparent, and grounded in the belief that retirement should feel secure, intentional, and deeply personal. Feel free to see my website at www.maberyconsulting.com

Joseph Punio is a financial advisor with Vivuto, LLC in Washington, DC, holding a Series 66 designation and 13 years of industry experience. He worked at Morgan Stanley from 2015 to 2018 before founding Vivuto in 2018. Vivuto serves individual investors, including high-net-worth individuals, and charitable organizations by providing portfolio management and investment advice that integrates charting, technical and fundamental analysis, and modern portfolio theory across a variety of asset classes. The firm typically operates with discretionary authority and manages accounts on both a discretionary and non-discretionary basis.

Raul Sonza is a financial advisor at Cabildo Capital LLC in Washington, DC, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cabildo Capital since 2018, following a three-year tenure at Friel Asset Management LLC. Cabildo Capital provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, tailoring investment strategies to clients' goals, time horizons, and risk tolerances. The firm uses a combination of fundamental and technical analysis with proprietary research to actively manage individualized portfolios, often under discretionary authority.

Freddie Cook is the managing member of Cook Wealth Management, LLC in Bowie, MD, with 14 years of industry experience. He holds the PFS™ designation and Series 63 and 66 licenses. Cook also operates Accurate Tax and Accounting Services, where he provides tax preparation, and is involved in insurance sales through Cook Financial Services, LLC. Cook Wealth Management, LLC is an independent advisory firm that offers financial planning and consulting, facilitating access to third-party portfolio managers rather than directly managing client assets. The firm primarily serves high-net-worth individuals and business entities, focusing on evaluating financial situations, recommending outside managers, and monitoring their performance.

Douglas Hayes is a financial advisor with Legacy Investing & Wealth Management LLC, holding a Series 65 designation and four years of industry experience. Prior to founding his firm in 2020, he worked at Rentokil from 2016 to 2020. Outside of advisory work, he owns and manages Legacy Development LLC, a company focused on residential real estate renovation and sales in the Washington, DC area. Legacy Investing & Wealth Management LLC provides discretionary asset management and packaged hourly financial advisory services to individuals and entities, including companies, trusts, estates, and charitable organizations. The firm emphasizes asset allocation and diversification using low-cost ETFs, periodic rebalancing, liquidity management, and selective hedging, serving both individual and institutional clients.

Stephen Cromwell is a financial advisor with Cromwell Investment Advisory, LLC, where he has worked since 2011. He holds a Series 66 designation and has 17 years of industry experience. In addition to his advisory role, he owns and operates Cromwell & Associates, LLC, a tax preparation and accounting business. Cromwell Investment Advisory, LLC provides investment supervisory services and financial planning primarily to individual clients. The firm combines portfolio management with integrated tax and accounting services, utilizing both charting and fundamental analysis to manage client assets directly through discretionary trading strategies.

David Ballard is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with three years of industry experience, currently serving as the sole advisor at Champion Financial Planning Group, LLC. He has been associated with Champion Planning Group, LLC since 2003. Champion Financial Planning Group, LLC provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients, focusing on tailored investment advice and ongoing account supervision. The firm employs a range of investment strategies including individual equities, corporate debt, government securities, ETFs, and mutual funds, supported by fundamental, technical, and cyclical analysis.

Justin Moorhead is a financial advisor with Seslia Securities in Takoma Park, MD, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Seslia Securities since 1992 and has operated related entities since 1990. Moorhead is also a licensed insurance producer with the Government of the U.S. Virgin Islands. Seslia Securities provides investment management services to individual and institutional clients, including educational institutions, endowments, nonprofits, trusts, and corporations. The firm typically uses diversified portfolios with a 60% equity and 40% income allocation and offers portfolio monitoring under limited discretionary agreements, along with insurance products through licensed brokers.

Urenna Okoye is a financial advisor at Izuchi LLC in Beltsville, MD, holding a Series 65 designation with two years of industry experience. Prior to joining Izuchi, Okoye worked at CSP Financial Group LLC and has been involved with The Wealth Building CPA since 2018. Outside of advisory work, Okoye provides financial education through courses, speaking engagements, social media, and writing. Izuchi LLC offers financial planning and non-discretionary investment monitoring and consulting services to individuals, trusts, and estates. The firm emphasizes educational workshops and supports clients in managing self-directed brokerage accounts using fundamental and technical analysis without accepting performance-based fees.

Joseph Flynn is the sole advisor at Flynn Capital Management LLC in Severna Park, MD, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has operated Flynn Capital Management since 2010 and is also involved in Eastern Shore Beverages LLC, a non-alcoholic beverage company. Flynn Capital Management LLC provides investment supervisory services and one-time financial planning primarily to individual and high-net-worth clients, managing approximately $23 million in assets. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to develop tailored investment strategies and requires clients to use a recommended custodian for trading and account management.

Dewayne Ellis is the principal advisor and founder of The Wealth Syndicate LLC, an independent firm based in Silver Spring, MD. He holds a Series 66 designation and has 19 years of industry experience. Prior to establishing his firm in 2015, Ellis developed expertise in financial planning and portfolio management. Outside of his advisory role, he is a licensed insurance producer affiliated with MassMutual and serves as a general agent for Ameritas, Ohio National, and Crump, offering various commissionable insurance products. The Wealth Syndicate LLC provides ongoing portfolio management and financial planning services primarily to individual and high-net-worth clients, managing approximately $5.35 million in assets for about 75 clients. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, prepares individualized Investment Policy Statements, delivers written financial plans, and offers a paid monthly newsletter along with periodic client webinars.

Christopher Ragsdale is a financial advisor at Piedmont Financial Consulting in Laurel, MD, with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Bank of America/Merrill Lynch, Keys Development, and Prudential Financial. Piedmont Financial Consulting serves individuals, high-net-worth clients, and small businesses with financial planning, investment management, and public financial workshops. The firm combines passive investment strategies using index funds and ETFs with comprehensive financial planning and operates as a single-advisor practice.

Christine Mistr is a CFP® and holds a Series 65 license with 19 years of industry experience. She has been with Dominion Financial Consultants, LLC since 2006. Dominion Financial Consultants provides comprehensive financial planning and wealth management services to individuals, retirement plans, trusts, estates, nonprofits, corporations, and small businesses. The firm combines investment advisory, accounting, and legal/tax services, offering diversified asset allocation and business consulting tailored to a small client base.

George Zhuang is a financial advisor with A.G. Advisory Firm, LLC, holding a Series 65 designation and one year of industry experience. His prior experience includes roles at Thrivent Advisor Network, BMO, the Federal Reserve Bank, Plains Commerce Bank, and the Atlantic Institute of Oriental Medicine. He is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. A.G. Advisory provides discretionary investment management services to individuals, high-net-worth clients, trusts, estates, and businesses, offering customized portfolios that include ETFs, mutual funds, stocks, and bonds. The firm sponsors a wrap-fee program and publishes a weekly periodical, Admiral Guy, delivering investment insights to its clients.

Mark is a CERTIFIED FINANCIAL PLANNER™ professional located in Edgewater, Maryland. He provides personalized financial planning and investment management services to business owners, federal government employees, and U.S. military service members. As a former federal employee and U.S. Marine, he is familiar with the challenges you face and knows how to help you reach your financial goals. Mark’s personal experiences taught him budgeting skills, saving strategies, and how to invest. He earned undergraduate and graduate degrees in business administration and personal financial planning, which have equipped him with the knowledge and skills to provide comprehensive financial planning and investment management services to his clients.