Justin Bacon is a CFA® charterholder with nine years of experience in the financial industry. He is the principal of Own Your Monday Wealth Management, LLC, and previously worked at VWG Wealth Management, Avendra, and Fidelity. Own Your Monday Wealth Management, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management services that combine discretionary portfolio management and financial planning. The firm utilizes an investment approach based on asset allocation and Modern Portfolio Theory, employing both passive and active vehicles tailored to clients’ objectives and risk tolerances.

I’m an advice-only financial planner based in North Bethesda, MD. I offer three services: The Hour, The Plan and The Clubhouse. My current clients are generally seeking help with: 1) Planning for retirement or financial independence (FIRE). 2) Major life decisions such as getting married, buying a home, starting a family, receiving an inheritance, starting to invest, etc. 3) A second opinion on their self-managed or advisor-managed investment portfolio. Check my guide, Where to Start With Money? https://nineinningfinance.com/writing/nine-inning-finance-guide-where-to-start-with-money To learn more, visit www.nineinningfinance.com. Read Nick’s newsletter here: https://moundvisits.substack.com/

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.

Olac Pallan Gayol is a financial advisor with OPG Asset Management in Bethesda, MD, holding Series 63, 65, and 66 licenses and five years of industry experience. His background includes roles at firms such as Merrill Lynch, Deutsche Bank Americas, and Onyx Bridge Wealth Group. OPG Asset Management serves individuals, high-net-worth clients, retirement plan sponsors, trusts, and business entities with a variety of investment advisory services, including discretionary and non-discretionary asset management and financial planning. The firm uses portfolio models and multiple research methods to implement asset-allocation, ETF, structured-product, and alternative strategies, with an emphasis on tax management and portfolio transition tools.

Ryan Worch is the sole advisor at Worch Capital LLC in Rockville, MD, holding Series 66, Series 63, and Series 65 licenses with 15 years of industry experience. He has worked at Sanders Morris Harris, Inc. and Concept Capital Markets, LLC since 2011. Worch Capital provides discretionary and non-discretionary investment management, financial planning, and consulting services to individual and institutional clients, operating a private pooled investment vehicle alongside separately managed accounts. The firm employs a proprietary strategy combining momentum and swing trading with special-situations fundamental research, and it is notable for managing both a private fund and separate accounts with performance-based compensation.

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.

Yingjie Shu is a financial advisor with Kailasa Capital Management LLC, holding a Series 66 designation and six years of industry experience. Before joining Kailasa in 2024, Shu worked at Equitable Advisors from 2020 to 2024. Outside of advisory work, Shu is involved with Blue Latitude, LLC, which is unrelated to investment activities. Kailasa Capital Management oversees approximately $298 million in client assets and serves individuals, family offices, trusts, endowments, institutions, and other registered investment advisors. The firm employs a long-term investment approach based on fundamental analysis and internal due diligence, managing portfolios with equities, fixed income, ETFs, and options, and also operates private funds and provides ERISA fiduciary services.

Efrata Kirose is a financial advisor at One Oak with a Series 65 designation and two years of industry experience. Prior to joining One Oak, Kirose worked at Align Impact, LLC, Working Within, Syntrinsic LLC, Syntrinsic Investment Counsel, Obermeyer Wood Investment Counsel, and Established. Outside of financial advising, Kirose owns and operates EDK Creative LLC, a graphic design and marketing services business. One Oak provides outsourced chief investment officer and customized investment advisory services primarily to institutional clients, focusing on comprehensive investment policy development, manager selection, and ongoing due diligence. The firm emphasizes an integrated OCIO approach and serves a relatively small client base with a high account threshold.

Khalid Usmani is a financial advisor at One Oak with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at One Oak Holdings LLC, Allstate, Unqork, Fullstory, Avantax Wealth Management, and GuideVine. Outside of his advisory role, he serves as president of MIU Partners LLC, an independent insurance agency offering property, casualty, and life insurance. One Oak provides outsourced chief investment officer and customized investment advisory services primarily to institutional clients, focusing on integrated investment policy development, manager selection, risk management, and access to alternative investments with a low client-to-advisor ratio and a high account minimum.

Chris Bettencourt is a CFP® professional with 17 years of industry experience, currently serving at Bethesda Financial Advisors, LLC since 2014. He also holds licenses as a life, annuity, and health insurance agent and is a licensed loan officer with Bancstar Mortgage, LLC, working 10 hours or less per week in mortgage financing. Bethesda Financial Advisors serves individual and high-net-worth clients with portfolio management and financial planning, using a blend of core passive allocation and active tactical adjustments tailored to clients’ risk tolerance and goals.

Laura Walsh is a financial advisor at Theus Wealth Advisors with 11 years of industry experience. She holds a Series 65 designation and has worked at Marathon Financial Group, LLC since 2014 while also maintaining a long-standing role at Walsh & Company, P.A. since 1997. Theus Wealth Advisors is a small supported advisory firm serving individual and high-net-worth clients through personalized financial planning and consulting. The firm acts as a co-advisor to third-party asset managers, focusing on mutual funds and exchange-traded funds, and offers educational seminars and workshops as part of its client outreach.

Shaun Eddy is a CFP® professional with 32 years of industry experience, currently serving at Oxford Planning Group, LLC since 2017. Prior to this, he worked at Strategic Wealth Management Group for 16 years. Oxford Planning Group provides investment advisory services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages discretionary and non-discretionary accounts and offers customized portfolios using fundamental and technical analysis, with an emphasis on retirement plan consulting and participant education.

Richard Pinion is a financial advisor with Pinion Financial Services, LLC in Bethesda, MD, holding CFP® and ChFC® designations and over 40 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been with OSAIC since 2023. Outside of investment advisory work, he is involved in health and life insurance writing and recruitment. Pinion Financial Services provides financial planning, pension and retirement-plan consulting, and referral services for third-party investment advisory programs. The firm emphasizes selecting and monitoring outside advisors and favors long-term mutual fund investments, without managing client assets on a discretionary basis.

Peter Ryan is a financial advisor at Alikos Wealth Management, LLC with nine years of industry experience. He holds the Series 65 designation and has been with Alikos since 2015. Ryan also has over 30 years of experience at Ryan & Wetmore P.C. Outside of his advisory work, he is involved as a member in several real estate investment partnerships. Alikos Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and small businesses by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes long-term, broadly diversified portfolios primarily implemented with passively managed mutual funds and ETFs, and offers customized solutions including ESG, tax-sensitive, and fixed-income accounts.

Daniel Cohen is a financial advisor at Macroview Investment Management LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Absolute Investment Management, LLC since 2010. Macroview Investment Management serves individuals, corporations, non-profits, and pension and profit-sharing plans with discretionary investment management, financial planning, and retirement plan consulting. The firm uses a top-down, macroeconomic investment approach combined with fundamental, technical, cyclical, and charting analysis to manage diversified portfolios, often incorporating third-party managers when appropriate.

Jeremy Reed is a CFP® professional with 15 years of industry experience, currently serving at GLR Partners in Columbia, MD. His background includes roles at UBS Financial Services, Morgan Stanley, and Black Ink Wealth Management. Outside of advisory work, he is an owner of a real estate business, PRRV Development LLC. GLR Partners provides personalized financial planning and investment advisory services to individuals and entities such as family offices and qualified retirement plans. The firm employs a client-specific investment process focused on fundamental research and offers both discretionary and non-discretionary portfolio management.

Saqib Rashid is a financial advisor at One Oak with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Inverness Capital Advisors, Blue Sand Securities LLC, and Abraaj North America. Outside of his advisory role, Rashid partners in OneOak Holdings, LLC, which provides outsourced CIO and investment portfolio services to charitable foundations, and serves as a consultant or advisor to several private equity and venture capital firms. One Oak provides outsourced chief investment officer (OCIO) and customized investment advisory services primarily to institutional clients such as endowments, foundations, and family offices. The firm emphasizes an integrated OCIO model that includes investment policy development, manager selection, due diligence, and performance reporting, serving a relatively small client base focused on larger or institutional mandates.

Jeremy Jacques is a financial advisor with Jacques Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Jacques Advisors since 2017 and is also involved with Jacques & Associates Certified Public Accountants, LLC and Jacques Financial, LLC, both since 2013. Outside of advisory work, he is associated with a certified public accounting firm. Jacques Advisors serves individual and high-net-worth clients by offering discretionary asset management, financial planning, consulting, and referrals to third-party money managers. The firm combines advisory, brokerage, and accounting services, managing approximately $86 million for about 250 clients through customized portfolios and a mix of in-house and third-party strategies.

Audrey Jones is a financial advisor at Poder Wealth Advisors with a Series 65 designation and three years of industry experience. She previously worked at Carson Wealth and CWM, LLC. Outside of her advisory role, she is the founder and CEO of SkateFit, LLC, a fitness business. Poder Wealth Advisors serves individual clients, including high-net-worth households, business owners, and nonprofit entities. The firm uses a primarily passive, Modern Portfolio Theory-based investment approach and offers discretionary portfolio management, financial planning, and insurance assistance.

Amanda Piper is a CFA® charterholder and holds a Series 66 license with 16 years of experience in the financial services industry. She has worked with Raymond James Financial and Wagener-Lee, LLC since 2010 and Financial First Advisors, Inc. since 2026. Wagener-Lee, LLC provides individualized financial planning and consultation to individuals and families covering portfolio analysis, retirement, tax and estate planning, employee benefits, and insurance. The firm offers written financial plans following an initial complimentary consultation and operates on a noncustodial, non-discretionary basis without participating in wrap-fee programs.