Peter Dixon is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Waypoint Wealth Management since 2015 and is based in Timonium, MD. Waypoint Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, qualified retirement plans, and businesses. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, utilizing diversified, buy-and-hold strategies primarily through passively managed mutual funds and ETFs.

I get it. Finding a Financial Planner that is a good match for you is not easy. The alphabet soup of credentials and terms can be confusing. I will take as long as you like to talk through all your questions. We serve individuals and families (Baby Boomers, Gen X, Gen Y/Millenials, and Gen Z), entrepreneurs, self-employed individuals, ultra high net-worth families, trusts, intergenerational families, baby boomers, entertainment industry professionals, startup founders, business owners, and small businesses. We help our clients with holistic financial planning including: retirement planning, investment planning & management, business planning, wealth management, new wealth planning, income planning, estate planning, charitable giving, portfolio management, home buying, cross-border planning, and tax planning. I have been fortunate to have served families and individuals from Alaska and California to Texas and Massachusetts and all over Virginia, Maryland, and DC (13 states so far) while based in Fairfax, VA. Why? Because we have everything needed to be your guide in a changing landscape. Like most established firms, at Your Best Path, we offer comprehensive financial planning, retirement planning, investment management, and more to help our clients build the life they really want. However, there are a few aspects of our practice that differ from the great majority of planners. – My mission is to help people align their values and their investments so they can stop supporting the companies that are destroying the systems that make life on Earth possible. I am a leader in sustainable, responsible, and impact investing (SRI), having received the CSRIC designation – the first-ever certification for studying investing while considering environmental, social, and governance factors. If you want it to, your portfolio can reflect your specific values, not just a cookie-cutter index from fund managers who don’t even vote their shares. – We have extensive experience working with tech professionals, managers, and executives with equity compensation (RSUs, Options, ESOPPs, and deferred comp.) – We also have expertise developed over years of working with clients from many branches of the Federal Government, so I understand the intricacies of their various benefit programs. –I have no asset minimum and am happy to work with those with less, but am ready to serve those with substantial wealth.

Craig Pohl is a financial advisor at Chesapeake Financial Advisors in Towson, MD, holding a Series 65 designation with 11 years of industry experience. He has been with Chesapeake Financial Advisors since 2014. Chesapeake Financial Advisors serves individuals, high-net-worth clients, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and family businesses by providing personalized financial planning and portfolio management. The firm employs a strategic asset allocation approach combining passive index and ETF exposures with selectively chosen active funds, stocks, and bonds, operating under fiduciary standards and a NAPFA-aligned code of ethics.

Lauren Botti is a financial advisor at Financial Dimensions, LLC with one year of industry experience and holds a Series 65 designation. She also provides accounting services as a contractor for a small engineering firm. Financial Dimensions LLC offers personalized financial planning and investment management to individuals, trusts, estates, and small businesses, utilizing a strategic asset-allocation approach with core holdings in index funds and ETFs supplemented by selective active management. The firm is wholly owned by First Financial of Maryland Federal Credit Union and provides additional services including tax preparation and insurance product recommendations.

Melissa Miller is a financial advisor at Sovereign Financial Services, LLC in Phoenix, MD, holding a Series 65 designation with 10 years of industry experience. She has been with Sovereign Financial Services since 2010. Outside of her advisory role, she owns Sovereign Insurance Service, where she works as a licensed agent for life, health, home, and auto insurance. Sovereign Financial Services provides comprehensive financial planning and discretionary portfolio management, primarily serving trusts, businesses, and organizations rather than individual retail clients. The firm employs a five-step planning process and emphasizes diversified allocations using low-cost index funds and short- to medium-term fixed income investments, managing approximately $78.2 million in discretionary assets.

Edward Loftice is a financial advisor at Montgomery Financial with 13 years of industry experience. He holds a Series 65 designation and has worked at firms including MFS Wealth LLC and Tounjian Advisory Group. Outside of his advisory role, he is also a musician. Montgomery Financial serves individual clients, including high-net-worth households, and provides discretionary asset management through a sub-adviser platform as well as ERISA plan advisory services. The firm emphasizes affiliations with other investment advisers and offers educational seminars and workshops.

Lyle Benson is a certified financial planner (CFP®) and personal financial specialist (PFS™) with 13 years of industry experience. He has been with L. K. Benson & Company, P.C. since 1994, where he is one of two advisors at the firm. L. K. Benson & Company, P.C. serves individual and high-net-worth clients with financial planning, discretionary portfolio management, tax planning, tax preparation, and accounting services. The firm emphasizes asset allocation and diversification, utilizes mutual funds and ETFs, and integrates tax and accounting work through its affiliation with an accounting practice.

Gabriela Miutescu is a CFP® professional with four years of industry experience, currently serving as an advisor at Raskin Global Inc. Prior to joining Raskin Global in 2025, she worked at Raymond James Financial Services and Long Financial Services. She serves as a board member of the Greater Chesapeake Foundation, a charitable organization. Raskin Global Inc. provides discretionary investment management and financial planning to individuals, trusts, estates, and business entities, combining traditional asset management with consulting and litigation-support services. The firm employs SEI asset allocation models and offers a range of portfolio management and financial consulting solutions tailored to its clients.

Rita Abel is a CFP® and PFS™ credentialed advisor with 18 years of experience in financial services. She has been with ABEL Financial Management Co. since 1994 and has operated her own CPA practice since 1991. Abel serves as a trustee for a client’s insurance trust and is a member of the AICPA and MACPA. ABEL Financial Management Co. provides comprehensive financial management and planning primarily to individual clients, including high-net-worth households, as well as corporations and families. The firm combines independent model portfolios and internally developed strategies, integrating tax and accounting considerations through its affiliation with a CPA practice.

Michael Powers is a financial advisor at Financial Dimensions, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at First Financial of Maryland FCU and the US Government. Powers serves as a volunteer board member for several 501(c)(3) organizations. Financial Dimensions LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm employs a strategic asset-allocation approach using index funds and ETFs as core holdings, supplemented by active managers and individual securities, and offers tax preparation and insurance services.

Andrew Anthony is a financial advisor at Bay Harbor Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Bank of New York Mellon from 2015 to 2019. Bay Harbor Wealth Management advises individuals, high-net-worth clients, and trusts with discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach focuses on risk-based asset allocation across multiple platforms and third-party managers, with ongoing portfolio monitoring and consolidated reporting for clients.

Thomas Webbert is a CFP® with 19 years of industry experience, currently serving as the sole advisor at Blue Curve Advisory, LLC. His prior experience includes roles at Osaic Wealth, Inc. and Securities America Advisors, Inc. Webbert also acts as a public notary and independent insurance agent. Blue Curve Advisory offers discretionary portfolio management, financial planning, and standalone tax preparation services to individuals, pension and profit-sharing plans, and corporations. The firm employs model portfolios based on fundamental analysis and modern portfolio theory, managing over $100 million in assets for more than 300 clients.

Bradley Clough is a financial advisor at American Financial Management, Ltd. with seven years of industry experience. He holds a Series 66 designation and has worked at a variety of firms including Janney Montgomery Scott, Purshe Kaplan Sterling Investments, and The Marshall Financial Group. In addition to his advisory role, he is an independent licensed insurance agent. American Financial Management provides discretionary investment management and financial planning services to individual clients, including both high-net-worth and non-high-net-worth households, as well as retirement plans and plan sponsors. The firm employs an individualized investment process combining multiple analytical methods and manages accounts on a discretionary basis with regular reviews and rebalancing.

Andrew Thompson is a CFP® with 23 years of experience in the financial services industry. He is the sole advisor at Meta Wealth Advisory, a firm he established after 17 years at SC&H Financial Advisors, Inc. and SC&H Group, Inc. Meta Wealth Advisory provides integrated wealth management services to individual and high-net-worth clients, combining investment management, financial planning, and tax preparation. The firm employs an evidence-based investment approach focused on diversification and long-term risk management, with portfolio supervision that includes quarterly reviews and individualized investment policies.

Michael Cooperman is a Series 65-licensed advisor with MJC Advisors, LLC in Lutherville, MD. He has 11 years of industry experience and has been with MJC Advisors since 2005. MJC Advisors provides discretionary investment management and fee-only financial planning services to individuals, high net worth clients, trusts, estates, pensions, and profit-sharing plans. The firm employs an asset-allocation approach informed by Modern Portfolio Theory and uses mutual funds, ETFs, and individual equities aligned with client objectives.

Brian Woods is the principal of Woods Advisory Services LLC in Towson, MD, with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and Mutual Service Corporation. In addition to his advisory role, he owns and manages an accounting and tax practice, Woods & Associates, P.C. Woods Advisory Services LLC provides personalized financial planning and discretionary asset management to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes long-term, asset-allocation driven investing using lower-cost vehicles like index mutual funds and ETFs, tailoring portfolios to clients’ risk tolerance and goals.

Amber O'Neill is a Series 65-licensed advisor with Financial Dimensions, LLC, where she has worked since 2023. She has three years of industry experience, including prior roles at First Financial FCU and positions at Towson University and Olympia Sports. Financial Dimensions LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and small businesses, utilizing a strategic asset-allocation approach with core holdings in index funds and ETFs supplemented by active management. The firm is wholly owned by First Financial of Maryland Federal Credit Union and offers additional services such as tax preparation and insurance products.

Leonard Raskin is a CFP® and ChFC® with 39 years of industry experience. He is currently with Raskin Global Inc. and has prior experience at Guardian Life spanning 30 years. He is also a member and investor in a software system company called Currence. Raskin Global Inc. provides discretionary investment management and financial planning to individuals, trusts, estates, and business entities. The firm offers portfolio management through SEI-managed programs, co-advisor and third-party manager referrals, and a range of consulting and litigation-support services.

Shawn Miller is a financial advisor at Sovereign Financial Services, LLC in Phoenix, MD, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Sovereign Financial Services since 2010. Sovereign Financial Services provides comprehensive financial planning and discretionary portfolio management primarily for trusts, businesses, and organizations rather than individual retail clients. The firm employs a five-step planning process and emphasizes diversified allocations using low-cost index funds and conservative fixed income instruments, managing approximately $78.2 million in discretionary assets.

Jasmine Lamont is a financial advisor at Opulentia, LLC with two years of industry experience. She holds a Series 65 designation and has prior work experience with T. Rowe Price and the Bahá'í Atlantic Region. Opulentia provides wealth management, financial planning, and investment consulting services to individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm focuses on customized portfolios using mutual funds, ETFs, and third-party managers, emphasizing manager selection and ongoing portfolio monitoring.