Rianka R. Dorsainvil, CFP®, is a dynamic leader and the visionary Founder and Senior Wealth Advisor at YGC Wealth, an inclusive, culturally competent and technology-forward financial planning firm. She has been celebrated as a top financial advisor for multiple consecutive years by Investopedia (most recently in 2023) and Washingtonian Magazine (most recently in 2024), as well as recognized by NerdWallet as a Black Financial Influencer to follow. Rianka is a recognized leader whose expertise is sought after both nationally and internationally. As a mother of two and an established leader, Rianka recently relaunched the firm as YGC Wealth, nodding to her roots while marking a new era of growth and service. The name YGC Wealth is both a homage to our original ethos and a representation of her evolution into a full-spectrum wealth management firm. Her approach to financial planning, deeply rooted in the empowerment of first-generation wealth-builders, transforms financial well-being into a cornerstone of personal achievement. As a past national president of the Financial Planning Association (FPA) NexGen community, Rianka has played a pivotal role in shaping the future of financial planning. Her influence extends through her active roles in CNBC's Digital Financial Advisor Council and the CFP Board’s Diversity Advisory Group. Her thought leadership has been featured across top media outlets including PBS NewsHour, Forbes, and CNBC, and she has been honored as a rising star by Investment News and one of Wealth Management’s Ten to Watch. Rianka’s commitment to diversity, equity, and inclusion in finance is unwavering. She believes that financial success should be accessible to all and that understanding and integrating one’s money culture is key to achieving sustainable financial balance. Through YGC Wealth, she continues to guide clients toward financial strategies that not only accumulate wealth but also foster a lasting, impactful legacy.

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.

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.

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.

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.

William Schwarz is a financial advisor at Dauntless Advisory, LLC with 12 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Citi Global Markets for 11 years before operating as a self-employed advisor. Dauntless Advisory provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of cyclical and fundamental analysis, modern portfolio theory, and quantitative tools, and offers access to strategies involving leverage and short selling through a subadviser.

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.

Raymond Hobson is a CFP® with over 31 years of industry experience. He is currently with HF Advisory Group, LLC, where he has worked since 2020. His prior experience includes roles at the Institute For Wealth Management LLC, Institute for Wealth Advisors, and Broker Dealer Financial Services Corp. Outside of advisory work, he is involved in independent insurance sales. HF Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm utilizes modern portfolio theory and combines long- and short-term trading strategies, serving roughly 402 client relationships with approximately $250 million in discretionary assets under management.

Stephen James is a CFP® professional with 39 years of industry experience. He is currently with Severn Financial Advisors, LLC, where he has worked since 2009, and has prior experience at Commonwealth Financial Network and Cambridge Investment Research Advisors. Severn Financial Advisors, LLC provides financial planning and consulting services to individuals, families, businesses, trusts, and estates, focusing on tailored written or verbal plans developed through a detailed fact-finding process using third-party planning tools. The firm offers fixed-fee and hourly planning engagements and does not provide discretionary asset management or custody of client assets.

David Sheiman is a CFA® charterholder with four years of industry experience. He has been with The Ellerson Group Inc in Annapolis, MD since 2014. The Ellerson Group provides investment supervisory services and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation with a core-and-satellite approach and global diversification, utilizing a variety of investment vehicles including mutual funds, ETFs, individual securities, and options.

Samuel Mc Kee is a Series 65-licensed financial advisor with Accordant Advisory Group, Inc. in Annapolis, MD, with one year of industry experience. Prior to his current role, he has worked in various non-financial roles including as a part-time bartender at City Tap House. Accordant Advisory Group provides investment advice and planning services to individuals, retirement plan sponsors, charitable organizations, and corporations. The firm employs a combination of fundamental and technical analysis with customized long- and short-term strategies, managing portfolios consisting of individual stocks, ETFs, mutual funds, fixed income securities, and fee-based index annuities.

Melissa Frawley is a financial advisor with Annapolitan Investment Group, Inc. in Annapolis, MD, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with Raymond James Financial since 2009 and has been involved with Annapolitan Investment Group since 2005. Outside of her advisory roles, she is president of Annapolitan Investment Group LLC, an independent contractor support company. Annapolitan Investment Group provides customized financial and retirement planning for individuals and families, focusing on tax, estate, business, education, and cash-flow planning. The firm emphasizes planning over discretionary portfolio management and delivers advice through in-person meetings and educational seminars.

Amanda Hopkins Clouser is a CFA® charterholder with seven years of industry experience. She has been with RCS Financial Planning, LLC since 2018 and previously worked at TIAA from 2008 to 2017. RCS Financial Planning serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs an evidence-based investment approach focused on modern portfolio theory and offers comprehensive financial planning, portfolio management, and pension consulting services.

Jason Dallacqua is a CFP® with 12 years of industry experience, currently serving as an advisor at Crest Wealth Advisors LLC since 2020. Prior to this, he worked at Investment Planning Associates, Inc. for eight years. Crest Wealth Advisors serves individual and high-net-worth clients as well as employer plan sponsors, offering portfolio management, comprehensive financial planning, and employee benefit plan advisory services. The firm employs a strategic asset allocation approach informed by fundamental analysis and modern portfolio theory, combining active and passive strategies tailored to client goals and risk tolerance.

John Grant is a financial advisor at CovingtonAlsina with a Series 65 credential and two years of industry experience. His prior roles include positions at Worthington Financial Partners and Great Valley Advisor Group, as well as work in education at Towson University, Virginia Tech, and Parkside High School. He serves as Treasurer and Board Member for The Summit School, an institution supporting children with dyslexia and other learning differences. CovingtonAlsina manages approximately $189 million for around 470 clients, including high-net-worth individuals and pension plans. The firm provides discretionary portfolio management, financial planning, and pension consulting, employing fundamental analysis, modern portfolio theory, and a mix of direct and third-party management across a broad range of securities and alternative investments.

James Ellerson is a financial advisor with The Ellerson Group Inc in Annapolis, MD, holding Series 63 and Series 65 licenses. He has 3 years of industry experience and has been affiliated with The Ellerson Group since 1995. He also serves as a trustee of family trusts. The Ellerson Group provides personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages a substantial asset base with a small advisory team, using a core-and-satellite investment approach focused on global diversification and typically employing no-load or low-cost mutual funds and ETFs.

Carly James is a financial advisor at Severn Financial Advisors, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Commonwealth Financial Network and Independent Financial Partners. Outside of financial advising, Carly is a certified yoga teacher affiliated with Yoga Factory, LLC. Severn Financial Advisors, LLC provides financial planning and consulting services to individuals, families, businesses, trusts, and estates. The firm uses a fact-finding process and third-party tools to develop tailored plans on retirement, tax, estate, and cash-flow topics, offering fixed-fee and hourly planning engagements rather than asset-based fees.

Lindsey Lloyd is a financial advisor at Crest Wealth Advisors LLC in Annapolis, MD, holding a Series 66 designation with two years of industry experience. Prior to joining Crest Wealth Advisors, Lindsey worked at Cetera Advisors LLC and InFocus Financial Advisors. Crest Wealth Advisors serves individual clients, including high-net-worth households, and employer plan sponsors, providing discretionary portfolio management and financial planning. The firm combines fundamental analysis with Modern Portfolio Theory to develop tailored investment strategies, managing portfolios internally while coordinating across held-away accounts.

Robert Shaker is a financial advisor at Shaker Financial Services with 20 years of industry experience. He holds the Series 65 designation and has been with Shaker Financial Services since 2004. Shaker Financial Services provides discretionary portfolio management primarily for individuals, families, trusts, IRAs, and small-business retirement accounts, as well as institutional clients including other investment advisers and municipal and sovereign entities. The firm specializes in globally diversified portfolios composed mainly of closed-end funds, employing a quantitative “discount capture” approach to trading.