Wan Mccormick is a CFP®-certified financial advisor with 18 years of industry experience. He has been the principal of Reliable Alliance Financial since 2014. Outside of his advisory role, he serves as a business consultant for a family business, dedicating up to 50% of his time monthly to this activity. Reliable Alliance Financial provides financial planning and education to individuals and small businesses through modular engagements, hourly consultations, and educational workshops. The firm’s approach is tailored to client goals and risk tolerance, emphasizing diversified, tax-aware investments without managing client assets or exercising discretionary authority.

Wenhai Tu is a financial advisor at FortuneNavi Capital Inc. with seven years of industry experience. He has held his current position since 2016. FortuneNavi Capital Inc. provides financial planning and discretionary investment management primarily for pooled vehicles and institutional-type clients such as family offices, retirement plans, endowments, foundations, trusts, and high-net-worth individuals. The firm employs Modern Portfolio Theory and fundamental analysis to construct portfolios, using model portfolios, mutual funds, ETFs, options, and margin transactions, and it conducts quarterly reviews and rebalancing aligned with client objectives and risk tolerances.

Thomas Steeley is a CFP® with 28 years of industry experience. He is the sole advisor at Steeley Advisory, LLC and has held prior roles at SMG Advisory, LLC, Steeley & Associates, and Ameriprise Financial. He also owns and manages a CPA practice that advises clients on tax and business matters and operates a shared office suite for independent business owners. Steeley Advisory, LLC serves individual clients as well as pension and profit-sharing plans and corporate entities. The firm provides discretionary portfolio management and financial planning, using individualized Investment Policy Statements and a long-term, fundamental analysis approach to investing.

Trent Templer is a CFP® professional with 17 years of experience in financial advising. He is the principal of Templer Wealth Management, LLC, an independent firm he has led since 2019, following four years at Sentinel Wealth Management, Inc. The firm advises individuals, families, and select institutional clients on portfolio management, financial planning, and consulting for non-securities holdings. Templer Wealth Management emphasizes diversified asset allocation with a buy-and-hold strategy and manages approximately $103 million in client assets, primarily serving clients with high net worth.

Jorge Cortes is a financial advisor at Terrafort Capital LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at the United Nations Capital Development Fund, IDB Invest, and the Central American Bank for Economic Integration. He currently serves in the Maryland State Treasurer's Office, Investments Division. Terrafort Capital is an independent, single-adviser firm serving individual and institutional clients such as pension plans and endowments. The firm provides discretionary investment management, financial planning, co-advisory services, and pension consulting, combining third-party model access with direct portfolio management across traditional and alternative investments.

Jonathan Winter is a CFP® professional with 17 years of industry experience. He is the principal advisor at Continuum Wealth Strategies, LLC, an independent firm he has been with since 2013. Outside of his advisory role, Winter works seasonally as a ski instructor at Vail Resorts. Continuum Wealth Strategies provides investment management and financial planning services to individuals, trusts, and employer retirement plans. The firm offers wrap fee programs, third-party manager due diligence, and ERISA consulting, managing client portfolios primarily through discretionary, long-term strategies.

Eric Montemaggi is a CFP® and CFA® with eight years of industry experience. He currently serves as the sole advisor at Aurora Pointe Capital Management, LLC, an independent firm he joined in 2022. His prior experience includes roles at Northwestern Mutual Investment Services LLC, ISS Institutional Shareholder Services, and Sandy Spring Bank West Financial Services. Aurora Pointe Capital Management provides discretionary portfolio management and comprehensive financial planning to individuals and institutions, including high-net-worth clients and charitable organizations. The firm emphasizes individualized Investment Policy Statements, quarterly portfolio reviews, and a portfolio construction approach that combines low-cost ETFs, selected equities, and actively managed mutual funds.

I started my career in the tax arena and quickly found my passion in financial planning. In 2019, I started Birch Street Financial Advisors to provide proactive tax-focused financial advice. I help pre-retirees (5-7 years), retirees and widowers align their human and financial resources with their values, solve complex financial problems and minimize taxes to achieve financial security. My role is to be your thinking and accountability partner; empowering you to create, modify and implement financial strategies that give you the comfort to sleep at night. Since launching my firm, I have been featured in numerous publications including InvestmentNews, Money, and U.S. News & World Report to provide insight on tax law changes, Roth IRA conversion strategies, charitable giving and gift & estate planning. I speak on charitable giving strategies to help clients achieve their philanthropic endeavors in a tax optimized way. I have my CERTIFIED FINANCIAL PLANNER™; and CPA/PFS designations which support my commitment to maintaining a high standard of professionalism in my practice. I am the proud graduate of the University of VA McIntire School of Commerce with both a Bachelor's and Master's degrees in Accounting with a Specialization in Taxation. Our financial lives have many moving parts - retirement, cash flow, income tax, investment and estate planning. Each part is a different piece of a complex financial puzzle. I help client's piece the puzzle together and hone in on what's important to them about money and how they can use it to meet their goals. In my spare time, I decompress with Crossfit workouts with my husband, play never ending catch with my rescue dog Macie and experiment with native gardening.

I’m Dedrick Curtis, founder and lead planner at Penny Earned Financial. After dedicating 20 years to helping others improve their lives, I founded Penny Earned to provide honest, transparent financial guidance that truly puts people first. Too often, I saw traditional financial advising prioritize sales over solutions, and I knew there had to be a better way. As a Veteran and Military Spouse, I have a deep understanding of the unique financial challenges faced by those who serve. That’s why I specialize in working with service members, veterans, and anyone striving for a brighter financial future. As a CERTIFIED FINANCIAL PLANNER® professional, I’m committed to upholding the fiduciary standard, always acting in your best interests. My mission is to help you confidently navigate life’s financial decisions with clarity and purpose.

Scott Faley is a financial advisor at Inaltis Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked with The Motley Fool, LLC since 2011, providing online coverage for stocks in the Income Investor newsletter. In addition to his advisory work, he operates a law firm, R Scott Faley, PC. Inaltis Capital Management offers discretionary investment management, portfolio consulting, and financial planning to a range of clients including individuals, pension plans, endowments, and small businesses. The firm uses a value-oriented investment approach through its Resolute Income and Osprey Growth strategies and employs a hub-and-spoke structure to synchronize client accounts with the manager’s personal portfolio.

I started Pacesetter Planning back in 2016 to help couples use their money to create the lives they love - together. I work best with two types of couples: 1) Engaged and newlywed couples looking to prepare for their future by setting themselves up for financial success and minimizing the risk of money conflict in their new marriage. 2) Couples who fight about money or struggle to make financially-related decisions as a team. I am a CERTIFIED FINANCIAL PLANNER™ and Certified Financial Therapist™. I care about the "why" behind your money just as much as "what" you do with it. More importantly, I want you and your spouse to feel confident and empowered by the way you manage money as a team such that your finances become an asset to your relationship, rather than a liability. (See what I did there?) Numerous studies have shown that financial conflict is pervasive in American marriages and is one of the leading indicators of divorce. There's no denying that the way you manage money with your spouse can be detrimental to your marriage. But I believe that the opposite is equally true - if you improve the way you manage your finances with your spouse, your marriage will get stronger. I'm here to show you how to make this a reality. If you’re interested in learning more, you can book a free introductory call at pacesetterplanning.com/contact

Todd Shears is a financial advisor at BlueSail Advisors LLC with 17 years of industry experience. He holds the Series 65 designation and has been with BlueSail Advisors since 2008. BlueSail Advisors LLC is a fee-only financial planning and investment advisory firm serving individuals and families with comprehensive services including financial, tax, estate, retirement, and education planning. The firm operates primarily on a non-discretionary basis, emphasizing customized asset allocation, no-load mutual funds, ETFs, and U.S. government securities, and conducts regular client reviews through an open retainer relationship.

Bruce Kaserman is the sole advisor at B.G. Kaserman & Associates L.L.C. with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Portfolio Medics, First Advisors National, and Horter Investment Management. Kaserman is also an independent insurance broker licensed to sell insurance products as well as gold and silver. BGK Financial provides investment advisory and retirement income planning services to individuals and high-net-worth clients. The firm primarily constructs portfolios using ETFs, bonds, and low-cost mutual funds, employs a long-term fundamental analysis approach with periodic rebalancing, and oversees unaffiliated independent managers through an institutional platform.

Deborah Marson is the owner and sole financial advisor at Investment & Resource Planning with 27 years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2002. Outside of her advisory work, Marson is involved in animal rescue as a foster caregiver for homeless dogs. Investment & Resource Planning is a small registered investment adviser that primarily places client assets with third-party managers and model programs, while providing standalone financial and divorce/separation planning services. The firm also offers educational seminars and workshops to community and professional audiences as part of its client outreach.

James Merrill is a financial advisor at Binnacle Financial Group LLC in Chevy Chase, MD, holding a Series 65 designation with four years of industry experience. He previously worked on the Hillary for America Campaign in 2016. 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 uses personalized investment policies and a blend of passive and active strategies, typically managing a small number of concentrated accounts on a discretionary, fee-only basis.

Roger Ma is a CFP® professional affiliated with lifelaidout LLC, bringing two years of industry experience. His prior roles include positions at Capital One and Google. Outside of advisory services, he is involved in public education through seminars and finance-related content production. lifelaidout LLC offers comprehensive and project-based financial planning and investment management services to individual clients and small business owners. The firm emphasizes a passive, asset-allocation approach using diversified portfolios primarily composed of index mutual funds and ETFs, integrating investment recommendations with broader financial planning considerations.

David Spence is a financial advisor at Palladium Wealth Management, LLC with 40 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Purshe Kaplan Sterling Investments, United Income, Inc., Wealthcare Advisory Partners LLC, and LPL Financial. Outside of advisory work, he is the owner and CEO of Tax Free Tutors, an educational video course business focused on taxes, debt, and fixed life insurance. Palladium Wealth Management primarily serves pooled and institutional investors, as well as individual and high-net-worth clients, offering portfolio management and financial planning. The firm employs a modern portfolio theory-based investment process with both long-term and short-term strategies, advising on mutual funds, ETFs, fixed income, private placements, and insurance products.

Jonathan Peyton is a CFP® professional with 21 years of experience in financial advisory services. He is the principal of Different Investments, LLC, an independent firm based in Ashburn, VA, and has held roles at firms including USAA and LPL Financial. Outside of advising, Peyton is involved in multiple business ventures such as a publishing firm producing educational content and a business consulting service. Different Investments, LLC offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business clients. The firm employs a range of analytical techniques to customize portfolios and provides specialized planning services including divorce consulting, exit planning, and special-needs planning.

Kyle Kim is the founder of Kyo Asset Management, LLC and holds Series 63 and Series 65 licenses with 30 years of industry experience. Prior to establishing his current firm, he worked at LPL Financial and Invest Financial Corporation. Outside of advisory services, he is involved in residential and commercial real estate development through ownership of Kyo Capital Management. Kyo Asset Management, LLC provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis to construct customized portfolios primarily focused on long-term strategies, with a discretionary approach to portfolio implementation and monitoring.

Yu Krisko is a CFP® with 19 years of industry experience and currently operates YZ Financial Advisors LLC, an independent firm based in Vienna, VA. Prior to founding YZ Financial Advisors in 2021, he held roles at Purshe Kaplan Sterling Investments, Lincoln Financial Advisors Corporation, and Morgan Stanley Smith Barney LLC. Outside of advising, Krisko is also involved as a licensed insurance agent and runs a financial education platform. YZ Financial Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses. The firm offers a Retirement GPS program with discretionary investment management and a Financial Fitness coaching program without discretionary trading, managing approximately $9.4 million for about 22 clients. Portfolio construction combines fundamental and technical analysis, utilizing a range of investment vehicles, and includes discretionary management of 529 college savings plan accounts.