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.

Freeman Jelks is a CFP® professional with 23 years of experience in financial advising. He has led FNJ 3, LLC since 2008, operating as an independent advisor in Alexandria, VA. FNJ 3, LLC provides portfolio management and financial planning services to individuals, pension plans, charitable organizations, and small businesses. The firm emphasizes tailored portfolios with a buy-and-hold approach and offers specialized pension consulting, including 401(k) plan setup, serving a diverse client base with discretionary management and quarterly reviews.

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.

Gobinath Balasubramanian is the sole advisor at GB Investments LLC, an independent firm based in Alexandria, VA. He holds the Series 65 designation and has 10 years of industry experience, having worked at GB Investments since its founding in 2016. Prior to his advisory role, his background included engineering and quality assurance before earning an MS in finance. GB Investments provides discretionary investment management through separately managed accounts tailored for individuals, families, trusts, charitable organizations, and businesses. The firm follows a fundamental, value-oriented philosophy emphasizing concentrated, long-term equity ownership and customizes portfolios based on documented client goals, risk tolerance, and time horizon.

William Fields is a Series 65-licensed financial advisor with nine years of industry experience. He is the sole advisor at WD Financial Solutions, where he has worked since 2021. Prior to this, he held roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, Fields serves as a consultant for Optimum Homes, Inc. and Optimum Business Services. WD Financial Solutions is an independent, state-registered investment adviser serving individuals, trusts, estates, charitable organizations, and small businesses. The firm offers investment management, financial planning, retirement plan consulting, educational seminars, and estate-planning facilitation through an independent LegalShield representative, employing a mix of fundamental, technical, and cyclical analysis alongside both active and passive strategies.

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.

Kyle Packard is a CFP® and ChFC® with two years of experience in financial advising, currently operating as the sole advisor at Packard Wealth Strategies LLC in Alexandria, VA. He has served in the U.S. Army since 2000, concurrently with his advisory role. Packard Wealth Strategies provides discretionary investment management, financial planning, and wealth management services primarily to veterans, service members, and their families, as well as charitable organizations, corporations, and employer-sponsored retirement plans. The firm uses a priorities-driven Financial Policy Statement and an evidence-based investment approach incorporating Modern Portfolio Theory, with a notable range of services including ERISA co-fiduciary and investment manager roles for retirement plans and donor-advised fund management.

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.

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.

Paula Pass is a Certified Financial Planner (CFP®) with 13 years of industry experience. She is currently with Arkagos Advisors & Asset Management, Inc., where she has worked since 2021. Her prior experience includes roles at Brookstone Capital Management, Center Street Advisors, and Wells Fargo Clearing. Outside of her advisory role, she operates as an independent insurance agent specializing in fixed insurance products. Arkagos Advisors & Asset Management serves individual and high-net-worth clients by providing portfolio management, comprehensive financial planning, and access to private investments. The firm uses model-based allocations and a combination of technical, fundamental, and modern portfolio theory approaches tailored to client objectives, offering both discretionary and non-discretionary portfolio management.

Nicholas Boyd is a financial advisor at Calvert Wealth Management, Inc. with 8 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Calvert Wealth Management since 2018, as well as APW Capital, Inc. and Addison Group. Calvert Wealth Management, Inc. serves individuals, trusts, estates, charitable organizations, profit-sharing plans, and business entities, managing approximately $189.6 million across about 360 client relationships. The firm emphasizes asset allocation using core model portfolios across various risk levels and employs discretionary portfolio management, financial planning, and institutional wealth management services.

Tiffany Blackburn is a financial advisor at Arkagos Advisors & Asset Management, Inc., holding a Series 65 designation. She has been with Arkagos since 2024 and has experience working in related roles, including at Vector Wealth Strategies and Henmead Enterprises, Inc. Blackburn is also affiliated with George Mason University for the years 2023 to 2025. Arkagos Advisors and Asset Management serves individual and high-net-worth clients by offering portfolio management, comprehensive financial planning, and access to private investments. The firm uses model-based allocations combining technical, fundamental, and modern portfolio theory techniques tailored to clients’ objectives and risk tolerance, with a notable focus on private placement investments alongside traditional advisory services.

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.

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.

John Coleman is a financial advisor at Piedmont Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his role in financial advising, Coleman owns Commonwealth Business Services, a CPA and tax preparation firm. Piedmont Wealth Management is a fee-only financial planning and investment management firm serving trusts, foundations, pension plans, and corporate/household accounts. The firm offers personalized financial planning, discretionary and non-discretionary portfolio management, and consulting, with a focus on institutional and trust/corporate relationships and coordinated services through affiliated financial and accounting entities.

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.

Ross Anderson is a CFP® with 18 years of industry experience and is currently with Craftwork Capital LLC, where he has worked since 2020. Prior to that, he spent six years at Motley Fool Wealth Management. Outside of financial services, he is the owner of Anderson Entertainment, a DJ services business he has operated since 2001. Craftwork Capital primarily serves individual and high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm offers financial planning, discretionary portfolio management, and access to third-party digital platforms, utilizing model portfolios, separately managed accounts, and AI tools to support portfolio construction and ongoing management.