George Zhuang is a financial advisor at Admiral Guy Investment Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at firms including Thrivent Advisor Network and BMO, as well as roles at the Federal Reserve Bank and Plains Commerce Bank. Zhuang is also a licensed insurance agent, spending approximately 10% of his time implementing insurance recommendations. Admiral Guy Investment Advisory, LLC provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and a long-term investment approach, offering individualized asset allocations and continuous portfolio monitoring.

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.

Daniel Johnson is the sole advisor at Emerson James Advisors LLC, an independent registered investment adviser based in Crofton, MD. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Prior to founding Emerson James Advisors in 2020, he worked at firms including ON Investment Management Co, Ohio National Financial Services, and Massmutual Life Insurance Company. He also operates a sole proprietorship advising clients on insurance products such as life, health, disability, long-term care, and fixed annuities. Emerson James Advisors serves primarily individual clients and sponsors of qualified retirement plans, offering non-discretionary asset management, comprehensive financial planning, and pension consulting. The firm combines individualized investment recommendations with discretionary solutions from SEI Managed Account Solutions and third-party managers, conducting regular account reviews and providing written planning deliverables supported by online tools.

Earl King is a CFP® with three years of experience at E. Roger Financial Group, where he serves as the sole advisor. He has held roles at American Express Financial Advisors Inc. and IDS Life Insurance Company since 1998 and has worked with the District of Columbia Government since 2016 as a Business Procurement Specialist, providing guidance to small businesses on government contracting opportunities. E. Roger Financial Group offers financial planning, investment advisory, and small-business retirement plan services to individuals, businesses, trusts, estates, and nonprofits. The firm uses model-based portfolio advice with client-approved trades and provides subscription-based financial planning combined with insurance brokerage services.

Michael Hepner is a CFP® and licensed CPA with 25 years of experience in financial advising and accounting. He is the sole advisor at Hepner Financial Services, LLC, an independent firm he has led since 2007. In addition to his advisory role, he provides accounting and tax services and is a licensed insurance agent. Hepner Financial Services, LLC offers discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm customizes portfolios based on client profiles and employs various investment analyses, managing a diverse range of investment options including private placements and alternative vehicles.

Steven Hays is a financial advisor with TIAS Planners in Annapolis, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including over two decades at Royal Alliance Associates, INC. Hays is also the managing partner of Annapolis-Eastport, LLC, a real estate holding company. TIAS Planners provides investment advisory services and comprehensive financial planning to a small client base, emphasizing a passive, asset-allocation approach using index mutual funds and ETFs. The firm’s portfolios are tailored to individual client objectives, and all assets under management are non-discretionary, allowing clients to maintain trading authority while receiving ongoing advice.

Dahlia Daley is a financial advisor at Daley Capital, Inc. with 15 years of industry experience. She holds the ChFC® designation and securities licenses Series 63, 65, and 66. In addition to her advisory role, she owns an independent insurance practice, dedicating about 10 percent of her time to this business. Daley Capital, Inc. provides personalized investment management and financial planning primarily for individual clients, high-net-worth individuals, trusts, estates, retirement plan participants, and small businesses. The firm emphasizes diversified, long-term portfolios guided by modern portfolio theory and the Fama–French three-factor model, utilizing ETFs and no-load mutual funds with discretionary management and periodic rebalancing.

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.

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!

Hi, I'm John! I’m from Severna Park, Maryland, where I grew up surrounded by my family. My childhood taught me the value of family and instilled in me the desire to form meaningful partnerships with my clients. I aspire to be a dependable guide, a trusted thinking partner, or even just a friendly ear whenever a client wants to discuss their financial life. I try to maximize everyday by waking up before the sun rises (to the dismay of my wife, Courtney) and getting in a workout and some reading time before starting my work day. I consider myself to be an avid health enthusiast. I specialize in providing personalized financial advice and education to help clients achieve their life goals by first really getting to know them, prior to digging into the numbers! My mission is to help clients define their "why" and then work with them to align their spending with their values with a tax-conscious, intentional savings and investing plan in order to optimize their money and reduce their financial worry.

Paul Mianulli is a CFP® professional with 18 years of industry experience, affiliated with Total Return Capital in Linthicum Heights, MD. He has worked at HD Vest Insurance Agency, Hd Vest Advisory Services, Hd Vest Financial Services, Linthicum Tax Service, and Thrivent Investment Management. Outside of advisory work, he owns and operates a tax preparation and accounting practice and is licensed to sell life and health insurance. Total Return Capital provides portfolio management and financial planning services to individuals, family offices, trusts and estates, and small businesses. The firm uses a combination of fundamental, technical, charting, and cyclical analysis in its investment approach and typically operates under discretionary authority with regular portfolio reviews.

Collin Toal is a financial advisor at RCS Financial Planning, LLC in Annapolis, MD, holding a Series 65 designation. He began his career at RCS Financial Planning in 2026 and has prior experience in the fitness industry. RCS Financial Planning offers portfolio management, comprehensive financial planning, ongoing subscription planning, and pension consulting for individuals, high-net-worth clients, and retirement plans. The firm applies modern portfolio theory with evidence-based mutual funds and maintains individualized Investment Policy Statements to guide discretionary portfolio management.

Laura Walsh is a financial advisor at Theus Wealth Advisors with 11 years of industry experience. She holds a Series 65 designation and has worked at Marathon Financial Group, LLC since 2014 while also maintaining a long-standing role at Walsh & Company, P.A. since 1997. Theus Wealth Advisors is a small supported advisory firm serving individual and high-net-worth clients through personalized financial planning and consulting. The firm acts as a co-advisor to third-party asset managers, focusing on mutual funds and exchange-traded funds, and offers educational seminars and workshops as part of its client outreach.

Kenneth Hockycko is a financial advisor at Dauntless Advisory, LLC with one year of industry experience. He holds a Series 65 designation and served in the U.S. Navy for 24 years before transitioning to financial advisory and consulting. Outside of financial services, he operates Hockycko Consulting, LLC, which advises firms on military operations, government relations, and leadership. Dauntless Advisory, LLC provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, and charitable organizations, tailoring strategies based on client goals and risk tolerance. The firm employs a combination of cyclical and fundamental analysis, modern portfolio theory, and quantitative tools, and offers access to specialized investment strategies through subadvisers.

Daniel Cohen is a financial advisor at Macroview Investment Management LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Absolute Investment Management, LLC since 2010. Macroview Investment Management serves individuals, corporations, non-profits, and pension and profit-sharing plans with discretionary investment management, financial planning, and retirement plan consulting. The firm uses a top-down, macroeconomic investment approach combined with fundamental, technical, cyclical, and charting analysis to manage diversified portfolios, often incorporating third-party managers when appropriate.

William Schwarz is a financial advisor at Dauntless Advisory, LLC in Annapolis, MD, with 12 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to joining Dauntless Advisory, he worked at Citi Global Markets for 11 years and was self-employed for one year. Dauntless Advisory provides discretionary portfolio management and integrated financial planning for individuals, high-net-worth clients, and charitable organizations, tailoring services to client goals and risk tolerance. The firm combines cyclical and fundamental analysis with modern portfolio theory and quantitative tools, and offers access to managed strategies including leverage and shorting through a subadviser.

Jeremy Reed is a CFP® professional with 15 years of industry experience, currently serving at GLR Partners in Columbia, MD. His background includes roles at UBS Financial Services, Morgan Stanley, and Black Ink Wealth Management. Outside of advisory work, he is an owner of a real estate business, PRRV Development LLC. GLR Partners provides personalized financial planning and investment advisory services to individuals and entities such as family offices and qualified retirement plans. The firm employs a client-specific investment process focused on fundamental research and offers both discretionary and non-discretionary portfolio management.

Nicole Mulea is a Series 65-credentialed advisor with CovingtonAlsina, bringing three years of industry experience. She has been with the firm since 2021. Outside of advisory work, she is an independent licensed insurance agent. CovingtonAlsina serves individuals, high-net-worth clients, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm uses fundamental analysis and modern portfolio theory to inform investment decisions and offers services including tax preparation through an in-house CPA and customized financial planning.

David Bauer is a CFP® certificant at Cassilly Financial with two years of industry experience. He previously worked at Northwestern Mutual and has been with Cassilly Financial since 2021. Cassilly Financial serves individual clients, pension and profit-sharing plans, and charitable organizations, providing discretionary portfolio management, financial planning, and pension consulting. The firm primarily manages accounts through model portfolios and third-party money managers, utilizing fundamental, cyclical, and modern portfolio theory in its investment approach.

Amanda Piper is a CFA® charterholder and holds a Series 66 license with 16 years of experience in the financial services industry. She has worked with Raymond James Financial and Wagener-Lee, LLC since 2010 and Financial First Advisors, Inc. since 2026. Wagener-Lee, LLC provides individualized financial planning and consultation to individuals and families covering portfolio analysis, retirement, tax and estate planning, employee benefits, and insurance. The firm offers written financial plans following an initial complimentary consultation and operates on a noncustodial, non-discretionary basis without participating in wrap-fee programs.