James Merrill is a financial advisor at Binnacle Financial Group LLC in Chevy Chase, MD, with four years of industry experience. He holds a Series 65 designation and has worked at Binnacle Financial Group since 2022. Prior to that, he spent seven years in roles not specified in this data. Binnacle Financial Group provides wealth management, investment management, and project-based financial planning to individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages a small number of client relationships with concentrated assets and uses a combination of passive and active investment strategies guided by Modern Portfolio Theory.

Michael Liss is a financial advisor at Heronwood Capital LLC in Washington, DC, holding the Series 66 credential with 15 years of industry experience. Before founding Heronwood Capital in 2017, he worked at Alex Brown, a division of Raymond James & Associates, Inc. He is involved in managing a polo team through MSL POLO LLC and serves on the investment committees of the Jewish Community Center of Greater Washington and the Charles E. Smith Jewish Day School. Heronwood Capital serves individual, trust, institutional, corporate, and charitable clients with tailored consulting and asset management services. The firm offers a client-specific investment approach across various asset classes and typically manages assets on a non-discretionary basis, often acting as a third-party advisor to existing advisor/client relationships.

Gigi Mathews is a financial advisor at Artha Investments L.L.C. with a Series 65 designation and experience in various roles at Accenture, U.S. Financial Technology, and Hilton. Mathews has been with Artha Investments since 2019. Artha Investments L.L.C. provides discretionary portfolio management and individualized investment planning for individual and high-net-worth clients, focusing on a long-term, buy-and-hold strategy emphasizing U.S. and foreign equities, with bonds and REITs as secondary holdings. The firm requires the use of its recommended custodian and manages accounts on an individual basis.

Mark Dickson is a CFA® charterholder and the principal advisor at Tyndale Investments, LLC with 17 years of industry experience. He also operates a separate CPA practice providing tax and financial consulting services. Mark has managed Tyndale Investments since 2014 and has been a sole proprietor of his CPA practice since 2004. Tyndale Investments offers discretionary investment management to individuals, families, and not-for-profit organizations, including ERISA plans. The firm uses portfolios primarily composed of exchange-traded funds tailored to client-specific investment policies and provides comprehensive account administration, financial planning, and consulting services.

Wesley Watkis is the sole advisor at The W & W Group LLC in Rockville, MD, with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Global Brokerage Services, Inc. and World Capital Brokerage, Inc. Outside of advisory services, he provides consulting for an information technology firm and operates as an independent insurance agent. The W & W Group delivers customized investment advisory and portfolio management services to individuals, trusts, estates, and retirement plans, typically without a firm-level account minimum. The firm employs a long-term investment approach informed by fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management along with a wrap-fee program that consolidates transaction and custodial costs.

Lisa Whitley is the principal of MoneyByLisa LLC, an independent advisory firm based in Washington, DC. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to founding her firm, she worked at Cape Fox Facilities Services and Your Money Line, Inc., and spent 18 years with the US Agency for International Development. Outside of her advisory work, she volunteers with Catholic Charities Financial Stability Network, providing financial coaching. MoneyByLisa LLC offers one-on-one financial coaching and written financial plans for individuals and families, focusing on areas such as cash flow, retirement, education funding, and estate planning. The firm emphasizes mindfulness, flexibility, and simplicity in its customized planning approach and does not provide portfolio management or asset custody.

Robert Walsh is a CFP® and holds a Series 65 license with 10 years of experience in financial advising. He has been with Wealthcare Financial Planning, LLC since 2015 and also manages PTS On Demand, a consulting firm that supports FEMA disaster recovery operations. Wealthcare Financial Planning, LLC provides fiduciary, fee-only investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as select institutional clients. The firm follows a documented client process and employs an investment approach based on diversification, Modern Portfolio Theory, and Fama–French research.

Martin Leclerc is the principal of Barrack Yard Advisors, LLC, an independent registered investment adviser based in Chevy Chase, MD. He holds Series 63 and Series 65 licenses and has 45 years of industry experience, including roles at Secure Strategy Group and Pickwick Capital Partners. Outside of his advisory work, he serves on the Montgomery County Maryland Board of Elections, assisting with election day operations twice a year. Barrack Yard Advisors provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily long-only, long-term investment approach focused on valuation, risk differentiation, and cash flow, incorporating options and derivatives in some accounts, which is uncommon among similar independent advisers.

William Buchanan is a CFA® charterholder with 17 years of industry experience. He is the sole advisor at Katalgar Capital Management, LLC, an independent firm he has been with since 2008. Katalgar Capital Management provides portfolio management services primarily to higher-net-worth individuals, trusts, estates, and charitable organizations, focusing on taxable clients with accounts typically over $1 million. The firm employs a fundamental, long-term investment approach with customized portfolios concentrated in individual stocks, bonds, mutual funds, and ETFs.

Michael Bready Jr. is a financial advisor at Beyond Financial Planning, LLC in Bethesda, MD, with 16 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to founding Beyond Financial Planning in 2019, he worked at SB Advisory, LLC and IFS Securities from 2016 to 2019, and at Farther from 2025 to 2026. Beyond Financial Planning serves individuals and high-net-worth clients by providing investment advisory services, written financial planning, and consulting, with an emphasis on managing both discretionary and non-discretionary assets. The firm employs a variety of analytic methods to tailor client portfolios and offers no-cost financial plans and retirement workshops for federal employees.

Youfeng Jiang is a CFP® and holds a Series 65 license with six years of industry experience. He is the sole advisor at Beyond Profit and Wealth Consulting, an independent firm he founded after positions at Kestra Financial, Offit Advisors, and MuniCap. He also has experience as a self-employed financial professional over the past decade. Beyond Profit and Wealth Consulting serves individuals, businesses, charitable organizations, and retirement plans, offering discretionary investment management, financial planning, employee benefit plan consulting, and tax preparation. The firm emphasizes passive investment strategies with tailored portfolios while providing specialized services in pension and profit-sharing plan advisory.

Wesley Stien is a CFP® and holds a Series 66 designation with 18 years of industry experience. He has been the sole advisor at Lodestar Financial Management, LLC since 2010. Lodestar Financial Management is a fee-only independent advisory firm serving individuals, families, and small business owners with comprehensive financial planning. The firm emphasizes asset allocation, diversification, and balancing long-term growth, liquidity, and income needs, typically recommending mutual funds, ETFs, and fixed-income instruments while managing client accounts primarily on a non-discretionary basis.

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.

Richard Houstoun is the sole advisor at Houstoun Capital Management, Inc. in Bethesda, MD, holding a Series 65 designation and with 25 years of industry experience. He has led Houstoun Capital Management since 1997. Houstoun Capital Management provides investment counseling and discretionary portfolio management to a selective group of private individuals, trusts, partnerships, and charitable accounts. The firm employs a conservative investment approach focused on income and growth, emphasizing capital preservation and quality securities through diversified allocations and bottom-up fundamental research.

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.

Juan Dager Vancampenhoud is a financial advisor at Titanrex with three years of industry experience. He holds a Series 65 designation and has worked at Rose Valley Consulting LLC d/b/a Titanrex since 2023. Prior to this, he held roles at Capital One US Card and Capital One Bank. Outside of his advisory work, he is employed as a Data Analyst at Capital One. Titanrex provides wealth management and discretionary portfolio management to individual and high-net-worth clients, employing a long-term investment approach centered on low-cost, diversified mutual funds and ETFs. The firm serves a significant non-U.S. client base and offers financial planning through a structured, ongoing process with virtual sessions.

Matthew Mendelsohn is the sole advisor at PortfolioArc, L.L.C., an independent firm based in Arlington, VA. He holds a Series 66 designation and has 23 years of industry experience. PortfolioArc provides portfolio management, asset allocation analysis, and portfolio advice to individuals, couples, families, and trusts. The firm manages approximately $30 million using a combination of fundamental and technical analysis across multiple security types, including stocks, bonds, ETFs, mutual funds, and options. Its investment approach features active use of derivatives, particularly index options, and margin borrowing, with discretionary management and frequent portfolio reviews.

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.