Mark Ricardo is a financial advisor with MER Capital Management, LLC, holding a Series 65 designation and 12 years of industry experience. He concurrently practices as an attorney with Real Estate Counselors, PLLC and has worked as a fine wine consultant and author. MER Capital Management is an independent, single-advisor registered investment adviser offering discretionary quantitative equity management to individuals, corporations, trusts, foundations, and endowments. The firm employs a systematic, factor-based investment approach that emphasizes quality, value, low volatility, and momentum, and provides sub-advisory services and licensed model portfolios to other advisers.

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.

Thomas Massie is a CFP® professional with 14 years of industry experience. He is the sole advisor at Massie Financial Planning Inc. in Alexandria, VA. His prior experience includes roles at TIAA-Cref Individual & Institutional Services and ReFrame Wealth LLC. Massie Financial Planning Inc. serves individual and high-net-worth clients, offering investment advisory, financial planning, and retirement plan advisory services. The firm employs diversified, passively managed asset-allocation strategies and partners with an independent portfolio manager for trade execution and model portfolio maintenance.

Andrew Katz Moses is a financial advisor at Katz-Moses Financial LLC in Washington, DC, with six years of industry experience. He holds the Series 65 designation and has worked at Katz-Moses Financial since 2019. Prior to his advisory role, he was employed with DC Public Schools for four years and is involved with the DC Sports and Recreation Association. Katz-Moses Financial LLC provides investment management and financial planning services to individual, high-net-worth, and charitable organization clients. The firm uses a primarily passive investment approach centered on low-cost index funds and ETFs, tailoring asset allocation to client risk tolerance and long-term goals, and is noted for its engagement with charitable organizations and educational seminars.

Jorge Cortes is the sole advisor at Terrafort Capital LLC, an independent firm based in North Bethesda, MD. He holds a Series 65 designation and has five years of industry experience. His prior roles include positions at the Maryland State Treasurer's Office, United Nations Capital Development Fund, IDB Invest, and the Central American Bank for Economic Integration. Terrafort Capital serves both individual and institutional clients, offering discretionary investment management, financial planning, and co-advisory services. The firm combines third-party model access with direct portfolio management across traditional and alternative asset classes and provides additional services such as Outsourced CIO support and pension consulting.

Scott Faley is a financial advisor at Inaltis Capital Management, LLC in Chevy Chase, MD, holding a Series 65 credential with 14 years of industry experience. He has worked with The Motley Fool, LLC since 2011, where he contributes to an income-focused investment newsletter. Outside the advisory field, he maintains a law firm, R Scott Faley, PC, in Bethesda, MD. InAltis Capital Management provides discretionary investment management, portfolio consulting, and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, and pension and profit-sharing plans. The firm delivers advice through model portfolios called SpokeFund®, emphasizing fundamental analysis and value-oriented strategies tailored to client investment policies.

Edward Anderson III is a CFP®-certified financial advisor with 13 years of industry experience, operating ClearVue Financial in Alexandria, VA. He is the sole practitioner at ClearVue Financial and has been involved with affiliated entities including ClearVue Tax Advisors, a tax planning and preparation service he owns and operates separately. His prior work includes managing ClearVue Financial Planning since 2016 and ClearVue Insurance Service until 2018. ClearVue Financial offers comprehensive financial planning and discretionary investment management primarily to working individuals and small businesses. The firm develops individualized investment policies and manages diversified portfolios using low-cost mutual funds and ETFs, combining passive and active strategies under a bundled wrap-fee structure, and also provides educational resources and tax preparation services through an affiliated entity.

Glenn Fischer is the sole advisor at Fischer Wealth Advisors, LLC, an independent registered investment adviser based in Alexandria, VA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to founding his firm in 2015, Fischer was involved in family office services and property management. He also manages an insurance agency, providing various insurance products including home, auto, and business coverage. Fischer Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, corporations, and other advisers, offering discretionary portfolio management, financial planning, and access to third-party advisers. The firm employs a range of investment strategies including fundamental and technical analysis, quantitative models, and modern portfolio theory.

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

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, with four years of industry experience. He holds a Series 65 designation and has worked at Binnacle Financial Group since 2022. Prior to that, he spent seven years in roles not specified in this data. 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 manages a small number of client relationships with concentrated assets and uses a combination of passive and active investment strategies guided by Modern Portfolio Theory.

John Corry is the sole principal of Arete Capital Management in Alexandria, VA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He previously worked at Wells Fargo Clearing from 1999 to 2003 before founding Arete Capital Management, where he has been practicing since 2003. Arete Capital Management is an independent registered investment adviser serving individuals and small businesses with asset allocation and portfolio management across cash, fixed income, equities, mutual funds, and ETFs. The firm combines fundamental and technical analysis, utilizes third‑party research providers, and conducts quarterly account reviews.

Michael Liss is a financial advisor at Heronwood Capital LLC in Washington, DC, holding the Series 66 credential with 15 years of industry experience. Before founding Heronwood Capital in 2017, he worked at Alex Brown, a division of Raymond James & Associates, Inc. He is involved in managing a polo team through MSL POLO LLC and serves on the investment committees of the Jewish Community Center of Greater Washington and the Charles E. Smith Jewish Day School. Heronwood Capital serves individual, trust, institutional, corporate, and charitable clients with tailored consulting and asset management services. The firm offers a client-specific investment approach across various asset classes and typically manages assets on a non-discretionary basis, often acting as a third-party advisor to existing advisor/client relationships.

Gigi Mathews is a financial advisor at Artha Investments L.L.C. with a Series 65 designation and experience in various roles at Accenture, U.S. Financial Technology, and Hilton. Mathews has been with Artha Investments since 2019. Artha Investments L.L.C. provides discretionary portfolio management and individualized investment planning for individual and high-net-worth clients, focusing on a long-term, buy-and-hold strategy emphasizing U.S. and foreign equities, with bonds and REITs as secondary holdings. The firm requires the use of its recommended custodian and manages accounts on an individual basis.

John Brittingham is a CFP® with 15 years of experience in financial advising. He is the principal advisor at Stock Plan Advisory Group LLC, where he has worked since 2021, following a seven-year tenure at Voya Financial Advisors, Inc. Outside of his advisory work, he serves as treasurer for Del Ray United Methodist Church in Alexandria, VA. Stock Plan Advisory Group LLC provides discretionary asset management, ongoing financial planning, and consulting primarily to individual clients, including corporate executives. The firm specializes in employer equity compensation and stock plans, offering tailored investment strategies that incorporate both fundamental and technical analysis, along with regular educational seminars and workshops.

Wesley Brown is a financial advisor with Remnant Wealth in Gaithersburg, MD, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 10 years of industry experience, including prior roles at Park Avenue Securities, Guardian Life Insurance, Nationwide Insurance, and Ohio National Financial Services. Outside of advisory work, he is involved in property and casualty insurance sales. Remnant Wealth provides investment and advisory services focused on pooled vehicles and institutional-style engagements. The firm offers portfolio management, wealth management, financial planning, and educational seminars, employing a non-discretionary approach with a variety of securities and multiple methods of analysis tailored to client objectives.

Joseph Bonaccorsy is a CFP® professional with 24 years of experience in the financial services industry. He has been with Core Advisory, LLC since 2005 and is licensed to sell various insurance products, spending approximately 80% of his time on insurance activities. He holds Series 63 and Series 65 licenses. Core Fiduciary Advisors provides financial planning, investment advisory, and pension consulting services to institutional clients such as small-business retirement plans, corporate pension plans, and charitable organizations. The firm focuses on selecting and monitoring third-party institutional managers and coordinates with other professional advisors for estate, tax, and risk-management planning.

Andrew Hamill is a CFA® charterholder with experience at Foxgrover Investment Partners since 2025, Atlantic Union Bank since 2021, and Wells Fargo from 2011 to 2021. He is based in Gaithersburg, MD. Foxgrover Investment Partners provides portfolio management and personalized financial planning to individuals and high-net-worth clients, using fundamental analysis, modern portfolio theory, and quantitative methods to inform investment decisions. The firm offers both non-wrap and wrap fee programs, managing portfolios with discretion based on clients’ investment policy statements.

Mark Dickson is a CFA® charterholder and the principal advisor at Tyndale Investments, LLC with 17 years of industry experience. He also operates a separate CPA practice providing tax and financial consulting services. Mark has managed Tyndale Investments since 2014 and has been a sole proprietor of his CPA practice since 2004. Tyndale Investments offers discretionary investment management to individuals, families, and not-for-profit organizations, including ERISA plans. The firm uses portfolios primarily composed of exchange-traded funds tailored to client-specific investment policies and provides comprehensive account administration, financial planning, and consulting services.