Brandon Lloyd is a financial advisor at Mountain View Wealth Management LLC in Arlington, VA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at Mountain View Wealth Management since 2017 and previously at Wells Fargo Clearing Services. Outside of advisory work, he is involved in several real estate investment ventures as an owner and president of multiple LLCs. Mountain View Wealth Management LLC is an independent registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers pension consulting and employs a comprehensive investment approach incorporating fundamental, quantitative, technical, and modern portfolio theory analyses, including the use of borrowing within separately managed accounts.

David Nanigian is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Mount Ararat Financial Services LLC. His prior roles include positions with the CFP Board and academic appointments at San Diego State University and California State University, Fullerton. Mount Ararat Financial Services LLC focuses on financial planning, fund selection, and advisory services primarily for Armenian-American clients and provides a Fractional Chief Investment Officer service to other advisory firms. The firm emphasizes Strategic Asset Allocation based on Modern Portfolio Theory and operates mainly on a non-discretionary basis without taking custody of client assets.

Ethan Miller is a CFP® with nine years of industry experience and the sole advisor at Planning for Progress in Silver Spring, MD. His prior work includes roles at the Department for Professional Employees, AFL-CIO, and Jobs With Justice. He also serves as finance and operations director for IFPTE Local 70, a Washington, DC-based union, managing its financial operations on a part-time consulting basis. Planning for Progress serves middle- and upper-middle-income individuals and families, as well as small businesses, nonprofits, and employer plan sponsors. The firm offers comprehensive and project-based financial planning, investment management, and retirement plan consulting, using diversified, long-term asset allocation strategies tailored to clients’ goals and values.

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.

Frederick Hubach is a CFP® professional with six years of industry experience. He is currently with Generational Private Wealth, where he has worked since 2025. His prior experience includes roles at Belgrade Wealth Management LLC, Hemington Wealth Management, and Andersen. Generational Private Wealth serves high-net-worth individuals, trusts, retirement plans, and nonprofit entities, offering discretionary investment management and advanced financial planning. The firm emphasizes strategic asset allocation, diversification, and fundamental analysis, managing approximately $263 million across 49 client relationships.

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.

Michael Schwartz is a financial advisor with MZ Capital, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has worked at MZ Capital Management since 2018 and previously held roles at Securities America Advisors, Inc., Securities America, Inc., and Master's Financial Associates. Outside of advising, he owns Home Instead Senior Care and serves as a regional leadership council member for Messiah College. MZ Capital Management provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a passive, asset-class allocation strategy using institutional funds with a buy-hold-rebalance approach and offers ongoing portfolio supervision, written planning reports, newsletters, and client seminars.

Taro Taguchi is a financial advisor at MZ Capital, LLC with 9 years of industry experience. He holds a Series 65 designation and has been with MZ Capital Management since 2015. MZ Capital Management provides discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm emphasizes a passive, asset-class allocation approach using institutional funds within a buy‑hold‑and‑rebalance framework, managing accounts primarily on a discretionary basis with individualized investment policy statements.

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.

Brian Scanlon is a financial advisor at Capstone, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Archstone Capital, LLC and Height Analytics, LLC, among others. In addition to his advisory role, Scanlon serves as Director of Institutional Sales at Capstone, focusing on policy research and access to related events. Capstone serves institutional investors such as mutual funds, hedge funds, private equity firms, and long-only managers by providing policy analysis, regulatory due diligence, and written research products. The firm emphasizes vetted, impersonal research and advisory services without managing client assets, delivering comprehensive reports and deep-dive due diligence for clients globally.

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.

Ed Leads a team revolutionizing financial planning for federal employees. Valor Wealth Partners is a veteran-owned business with an office in Washington, D.C. and serving clients virtually in 19 states. With over 25 years of experience providing financial planning guidance, Ed has helped hundreds of families navigate complex and emotional dilemmas. He combines decades of experience with personalized strategies to help clients meet their needs. By simplifying his comprehensive analysis into down-to-earth terms, he is able to help clients understand their situation and take positive actions. Helping people with their financial goals is a deeply personal mission for Ed. Early struggles with money led him to pursue a meaningful career guiding people through the financial planning process. As a Certified Financial Planner, Ed follows the CFP Board’s Code of Ethics and Standards of Conduct. The complex knowledge required to obtain and maintain this professional designation helps Ed develop extensive financial plans that hardworking people deserve. Ed’s devotion to the community is evident in the numerous charitable associations where he volunteers his time. He’s currently a captain for a team of cyclists in the annual Pan-Mass Challenge and is a two-time marathoner for the Leukemia and Lymphoma Society. He attributes his core values of integrity and attention to detail to his service with the U.S. Marines. We invite you to see our passion and knowledge on how your federal benefits can be maximized at our YouTube channel: https://www.youtube.com/c/FinancialPlanning4Feds

Kimberly Bleck is a CFP® professional with 14 years of industry experience, currently serving at Burkholder & Associates, LLC. She previously worked at Lincoln Financial Advisors for seven years. In addition to her advisory role, she is a licensed notary public. Burkholder & Associates provides discretionary portfolio management, pension consulting, and financial planning to individuals, business owners, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods to inform investment decisions and offers pension consulting services without relying on third-party managers.

Nicholas Burkholder is a CFP® professional with 22 years of industry experience. He has worked at Lincoln Financial and Lincoln National Life Insurance Co. for 17 years before founding Burkholder & Associates, LLC, where he currently serves as the sole member. He also offers seminars and writes articles on financial planning topics. Burkholder & Associates, LLC provides investment advisory, financial planning, and pension consulting services to individuals, high-net-worth clients, business owners, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach integrates individualized Investment Policy Statements with fundamental analysis, modern portfolio theory, and quantitative methods, managing accounts on a discretionary basis with regular monitoring and reporting.

Coe Magruder is a financial advisor at Washington Growth Strategies LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Washington Growth Strategies since 2014. Washington Growth Strategies LLC provides personalized investment management primarily to individual and high-net-worth clients, including trusts, foundations, pensions, and corporations. The firm uses fundamental research and a variety of investment instruments to create tailored asset allocation strategies, and also serves as manager of a private pooled vehicle, Washington Growth Fund, LP.

Ami Shah is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Steward Inc. Prior to joining Steward Inc., Shah worked at Hemington Wealth Management and McKinsey & Company. Outside of financial advising, Shah is a limited partner in Glimpse LLC, a digital photo frame company. Steward Inc. offers integrated wealth advisory services combining discretionary investment management with comprehensive financial planning for individuals and families. The firm manages approximately $61 million, focusing on diversified, long-term asset allocation primarily through mutual funds and ETFs, and provides ongoing portfolio supervision alongside client-specific financial plans.

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.

We created Lifetime Financial to serve the professional households working for the greater good. Our clients are unintentional millionaires. It might be surprising to think of yourself as a millionaire, but when you add up the equity in your home, a lifetime of saving, high market returns, and inflation—it quickly adds up. Though modestly affluent households like yours don’t have the resources of the ultra-wealthy, you still have much of the same complexity and the need for regular guidance. Typically, these households hold an average of $1.5 million in liquid assets and are often underserved by the financial community. Eighty percent of high-net-worth and mega-millionaires work with financial advisors to plan and manage their finances, but only 60% of unintentional millionaires do. We provide extensive, full-service financial planning and investment management with great services and ongoing support at a reasonable price. We are independent fiduciaries and keep our fees low, well below Wall Street rates, while providing services they don’t offer. An important distinction is that we are a Fee-Only firm, which is often confused with Fee-Based which is more common in larger firms. In contrast to Fee-Only, Fee-Based advisors receive commissions on products they sell you. We are only paid by you. Our typical clients are nonprofit professionals and those working for the greater good who want expert financial help with retirement, college planning, investing, tax planning, and more. Together we will connect the dots between your financial realities and the life you long to live.

Alishia Creekmore is a financial advisor at Lifetime Financial with a Series 65 designation and two years of industry experience. Prior to joining Lifetime Financial, she worked at the Coalition to Transforming Advanced Care and Capote Ventures. Lifetime Financial LLC is a small advisory firm serving individuals and high-net-worth clients, particularly professionals at nonprofits, colleges, and government organizations. The firm provides comprehensive financial planning, investment management, and employee benefit consulting, emphasizing systematic investment management and tax-aware strategies.

Amanda Hopkins Clouser is a CFA® charterholder with eight years of industry experience. She has been with RCS Financial Planning, LLC since 2018 and previously worked at TIAA for nine years. RCS Financial Planning provides portfolio management, comprehensive financial planning, ongoing subscription planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm emphasizes evidence-based investing and long-term portfolio management, serving clients without account minimums and offering ongoing financial planning for qualifying asset levels.