James Lee is a financial advisor with Lee Financial Associates, Inc. in Ellicott City, MD, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has worked at OSAIC and Lee Financial Associates, LLC since 2004 and 2005 respectively. In addition to his advisory role, he serves as president of Lee Financial Associates, Inc., where he also acts as an insurance agent. Lee Financial Associates serves individuals, families, pension and profit-sharing plans, and business entities through a two-advisor team supporting about 39 client relationships. The firm emphasizes written financial planning and arranges investment management by selecting and monitoring third-party money managers, primarily using SEI model portfolios while clients retain custody with those third parties.

I get it. Finding a Financial Planner that is a good match for you is not easy. The alphabet soup of credentials and terms can be confusing. I will take as long as you like to talk through all your questions. We serve individuals and families (Baby Boomers, Gen X, Gen Y/Millenials, and Gen Z), entrepreneurs, self-employed individuals, ultra high net-worth families, trusts, intergenerational families, baby boomers, entertainment industry professionals, startup founders, business owners, and small businesses. We help our clients with holistic financial planning including: retirement planning, investment planning & management, business planning, wealth management, new wealth planning, income planning, estate planning, charitable giving, portfolio management, home buying, cross-border planning, and tax planning. I have been fortunate to have served families and individuals from Alaska and California to Texas and Massachusetts and all over Virginia, Maryland, and DC (13 states so far) while based in Fairfax, VA. Why? Because we have everything needed to be your guide in a changing landscape. Like most established firms, at Your Best Path, we offer comprehensive financial planning, retirement planning, investment management, and more to help our clients build the life they really want. However, there are a few aspects of our practice that differ from the great majority of planners. – My mission is to help people align their values and their investments so they can stop supporting the companies that are destroying the systems that make life on Earth possible. I am a leader in sustainable, responsible, and impact investing (SRI), having received the CSRIC designation – the first-ever certification for studying investing while considering environmental, social, and governance factors. If you want it to, your portfolio can reflect your specific values, not just a cookie-cutter index from fund managers who don’t even vote their shares. – We have extensive experience working with tech professionals, managers, and executives with equity compensation (RSUs, Options, ESOPPs, and deferred comp.) – We also have expertise developed over years of working with clients from many branches of the Federal Government, so I understand the intricacies of their various benefit programs. –I have no asset minimum and am happy to work with those with less, but am ready to serve those with substantial wealth.

William Kelleher is a financial advisor at Lee, Kelleher & Klein Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, OpenText, Foothold Technology, and Yelp Inc. since beginning his advisory career in 2024. Lee, Kelleher & Klein Wealth Management provides discretionary portfolio management and financial planning to individuals, pension plans, estates, and charitable organizations. The firm employs a combination of fundamental security analysis and modern portfolio theory, managing accounts on a discretionary basis with ongoing monitoring and periodic reviews.

Charles Marks is a financial advisor at Marks Wealth Management with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Marks Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers comprehensive wealth management services, including financial planning, consulting, and discretionary portfolio management, with a focus on globally allocated portfolios that primarily use exchange-traded funds alongside mutual funds and individual securities.

Brian Smoot is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has been with OSAIC and Lee Financial Associates since 2016. Outside of advisory work, he is also licensed as an insurance agent, providing clients with insurance solutions related to death benefit and disability needs. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by proprietary technology and access to multiple custodial platforms.

Edward Loftice is a financial advisor at Montgomery Financial with 13 years of industry experience. He holds a Series 65 designation and has worked at firms including MFS Wealth LLC and Tounjian Advisory Group. Outside of his advisory role, he is also a musician. Montgomery Financial serves individual clients, including high-net-worth households, and provides discretionary asset management through a sub-adviser platform as well as ERISA plan advisory services. The firm emphasizes affiliations with other investment advisers and offers educational seminars and workshops.

Jonathan Bradley is a financial advisor at Cristata Investment Management with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cristata Wealth Solutions since 2009. Cristata Wealth Solutions provides personalized portfolio management and asset-review services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term investment approach complemented by short-term trades and option strategies, managing approximately $52.5 million across discretionary and non-discretionary accounts.

Wayne Lavallee is a CFP® and ChFC® with 29 years of industry experience. He is currently with GLR Partners in Columbia, MD, where he serves as Managing Partner and Director of tax estate planning and co-head of wealth management. Prior to joining GLR Partners, he worked at UBS Financial Services for 10 years. GLR Partners provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as entities such as family offices, trusts, and private foundations. The firm’s investment approach is based on client-specific financial analysis and fundamental research, offering a broad range of investment instruments and detailed performance reporting.

Philip Huber Jr. is a CFP® professional with 27 years of experience in the financial industry. He has worked at Huber, Weakland & Assoc, Inc. since 1999. HWA Financial Group is a small advisory firm managing approximately $295 million for about 167 clients, primarily high-net-worth individuals. The firm offers discretionary portfolio management, financial planning, investment consulting, and ERISA Section 3(21) retirement plan services, employing a range of asset-allocation strategies across various investment vehicles.

Rita Abel is a CFP® and PFS™ credentialed advisor with 18 years of experience in financial services. She has been with ABEL Financial Management Co. since 1994 and has operated her own CPA practice since 1991. Abel serves as a trustee for a client’s insurance trust and is a member of the AICPA and MACPA. ABEL Financial Management Co. provides comprehensive financial management and planning primarily to individual clients, including high-net-worth households, as well as corporations and families. The firm combines independent model portfolios and internally developed strategies, integrating tax and accounting considerations through its affiliation with a CPA practice.

Matthew Klein is a CFP® and CFA® with 19 years of industry experience. He has worked at Merrill and Bank of America before joining Lee, Kelleher & Klein Wealth Management in 2026. Lee, Kelleher & Klein Wealth Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, estates, trusts, and charitable organizations. The firm applies fundamental security analysis alongside modern portfolio theory to manage accounts with a combination of long-term, short-term, income, and hedging strategies.

Bradley Clough is a financial advisor at American Financial Management, Ltd. with seven years of industry experience. He holds a Series 66 designation and has worked at a variety of firms including Janney Montgomery Scott, Purshe Kaplan Sterling Investments, and The Marshall Financial Group. In addition to his advisory role, he is an independent licensed insurance agent. American Financial Management provides discretionary investment management and financial planning services to individual clients, including both high-net-worth and non-high-net-worth households, as well as retirement plans and plan sponsors. The firm employs an individualized investment process combining multiple analytical methods and manages accounts on a discretionary basis with regular reviews and rebalancing.

Edward Wuenschell is a financial advisor at World Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with World Capital Advisors since 2011. In addition to his advisory role, he is the owner of FW Benefit Professionals, LLC, a firm specializing in employee benefits and retirement plan advisory services. World Capital Advisors provides investment advice, asset management, and fee-based financial planning to individuals, trusts, pension plans, and corporate clients. The firm uses a combination of third-party managers and proprietary analysis to implement client strategies and offers a range of planning services including estate, retirement, and business succession planning.

Catherine Jackson is a CFP® and holds a Series 66 license with nine years of industry experience. She has been with Marks Wealth Management since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Marks Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm provides comprehensive wealth management services, combining financial planning, consulting, and discretionary portfolio management with a focus on actively managed, globally allocated portfolios primarily using ETFs.

Daniel Pereira is a CFP® with 10 years of industry experience, currently serving as an advisor at Hwa Financial Group. His prior experience includes roles at Bank of America, Merrill, WMS Partners, and Royal Alliance Associates. Hwa Financial Group serves individual clients, including high-net-worth households, offering discretionary portfolio management, financial planning, investment consulting, and retirement plan services. The firm employs a diverse investment approach utilizing individual securities, mutual funds, ETFs, and independent managers, with portfolios typically managed on a discretionary basis.

David Reidy is a financial advisor at First Growth Capital LLC with 13 years of industry experience and holds a Series 65 designation. His work history includes roles at ISGAM US LLC, The Parkridge Companies, LLC, and The Parkridge Group, LLC. First Growth Capital LLC provides financial planning and investment advisory services to individuals, families, trusts, foundations, separately managed accounts, and other advisory firms. The firm employs a combined top-down market and cash-flow analysis with proprietary security selection to construct diversified portfolios that include equities, fixed income, hard assets, alternatives, and derivatives, offering ongoing monitoring and rebalancing tailored to client-specific restrictions.

De Huang is a financial advisor at The J.O. Johnson Group Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade Investment Management, Scottrade, Merrill, and Bank of America. Outside of his advisory role, De Huang works as a quality assurance analyst for a proprietary trading firm that funds futures traders. The J.O. Johnson Group Inc. provides advisory services primarily to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm combines technical and fundamental analysis with modern portfolio theory to manage discretionary portfolios across a range of asset classes, including equities, fixed income, ETFs, and options strategies.

Brendon Worst is a CFP® with four years of industry experience, currently serving at Cedar Spring Advisors, LLC. He has previously worked at Northrop Grumman and Freshly, Inc., and holds a Series 65 license. He is also involved with Halcyon Financial as an insurance agent. Cedar Spring Advisors serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm manages approximately $169 million in assets and employs a range of investment strategies tailored to client goals and risk tolerance.

David Peloquin is a CFP® professional with 26 years of industry experience, serving as the sole advisor at Main Street Advisors, LLC since 1999. He holds a Series 63 license and operates out of Westminster, MD. Main Street Advisors provides discretionary investment management and financial planning primarily for individual clients, including high-net-worth individuals, as well as certain businesses. The firm emphasizes asset allocation and fundamental analysis, manages accounts on a discretionary basis, and offers model portfolio management alongside various financial planning products.

Richard Gaige is a CFP® professional with 23 years of industry experience. He is currently a managing partner and Co-CEO at GLR Partners, where he oversees investments and portfolio management. Prior to joining GLR Partners, he worked for ten years at UBS Financial Services. GLR Partners provides personalized financial planning and investment advisory services to individuals, family offices, trusts, estates, and qualified retirement plans. The firm manages approximately $260.7 million in discretionary assets for around 170 clients, employing fundamental research to build long-term portfolios while allowing for shorter-term trading when appropriate.