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.

Patrick Weinert is a financial advisor with The Money Mission Limited Liability Company in Washington, DC. He holds a Series 65 designation and has five years of industry experience. Prior to his advisory career, he served 20 years in the United States Marine Corps. The Money Mission LLC provides individualized financial planning and investment advice primarily through one-on-one calls and meetings, focusing on mutual funds and low-cost, index-tracking ETFs. The firm uses a flat-fee coaching model and emphasizes education by offering newsletters, books, and personalized coaching without discretionary portfolio management or custody of client assets.

Eli Weissman is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Advocate Wealth, LLC. His work history includes roles at Spire Investment Partners, Truist Advisory Services, BB&T Securities, and Alexandria Capital. He also operates as an independent insurance agent in a separate business capacity. Advocate Wealth serves individual and high-net-worth clients as well as business owners, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs an investment approach focused on asset allocation and passive management, utilizing diversified mutual funds, ETFs, and select institutional products, and provides educational seminars and limited-scope fiduciary services.

Mary Norris is the sole advisor at MKN Wealth Management LLC in Washington, DC, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has led MKN Wealth Management since 2012. MKN Wealth Management is an independent registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $31.8 million across about 68 clients, employing both fundamental and technical analysis—including options and occasional private securities—to tailor discretionary investment strategies.

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.

Michael Wroblewski is a CFP® professional with 17 years of experience, serving as the sole advisor at Financial Advisor For You, LLC since 2009. He is based in Washington, DC, and has a background in federal consumer policy and consumer-education projects. Financial Advisor For You, LLC provides fee-only comprehensive financial planning, hourly consultations, and educational seminars primarily for individual clients and also serves business clients such as sole proprietorships, LLCs, and corporations. The firm emphasizes strategic asset allocation using low-cost, passive investments with a focus on tax-efficient rebalancing and plan-specific constraints, offering investment recommendations as part of comprehensive planning without discretionary management or product sales.

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.

Rebecca Schreiber is a financial advisor with Flexible Finances in Silver Spring, MD, holding a Series 65 credential and three years of industry experience. She has worked at Flexible Finances since 2020 and is a partial owner of Holy Chow LLC, a restaurant in Silver Spring, where she contributes in a bookkeeping capacity. Flexible Finances serves individual and small business clients, providing financial planning, counseling, benefits analysis, budgeting, debt management, and investment recommendations. The firm emphasizes client education and independence, using a fee-for-service model with hourly or project-based billing and focuses on low-cost, liquid investments without discretionary asset management or commission-based fees.

Denise Leish is the sole advisor at Money Plans, an independent firm based in Silver Spring, MD. She holds a Series 65 designation and has 27 years of industry experience. Denise has been with Money Plans since 1983. Money Plans offers fee-only investment and financial planning services to individuals and families, providing discretionary money management, one-time investment reviews, comprehensive financial planning, and hourly consultations. The firm’s investment approach emphasizes tax- and cost-efficiency using low-cost ETFs and institutional share classes, with portfolios managed for diversification, price-earnings discipline, capital preservation, and tactical use of inverse and leveraged ETFs when appropriate.

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.

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.

Allison Brown is a CFP® professional with 14 years of industry experience, currently serving at BrightPath Wealth Advisors LLC. She has been with BrightPath since 2012 and also operates as a sole proprietor providing insurance sales and services. Additionally, she is a managing member of BrightPath Retirement Solutions LLC, focusing on tax planning. BrightPath Wealth Advisors LLC serves individual and high-net-worth clients as well as corporate entities, offering discretionary portfolio management and comprehensive financial planning. The firm develops customized investment policy statements, employs fundamental analysis, and manages accounts with regular monitoring and periodic reviews.

Joseph Cope is a CFP® with 22 years of industry experience, currently serving as a managing partner and adviser at Cope Connelly in Arlington, VA. He has held roles at XPS Capital LLC, Jarred Bunch Consulting, Park Avenue Securities, Guardian Life Insurance Company, and First Financial Group. In addition to his advisory work, he is a general partner responsible for public relations at Prosomnus Sleep Technologies. Cope Connelly serves individuals, pension and profit-sharing plans, and business entities, providing discretionary portfolio management, comprehensive financial planning, and private placement consulting. The firm employs a long-term trading approach centered on charting and technical analysis, performs regular portfolio reviews, and is involved in special-purpose vehicles and private-fund structures.

Robert Lee is a CFA® charterholder with 14 years of industry experience. He has worked at Doxa Capital, LLC since 2015 and previously spent three years at Morgan Stanley. Lee holds a Series 66 license and is based in Arlington, VA. Doxa Capital, LLC provides discretionary and non-discretionary portfolio management and advisory services to individuals, charitable organizations, and corporate profit-sharing plans. The firm manages approximately $71 million across around 75 client accounts and offers two primary investment programs: a passive, rules-based ETF allocation strategy and a more active, tactical management option.

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.