Taro Taguchi is a financial advisor at MZ Capital, LLC with 9 years of industry experience. He holds a Series 65 designation and has been with MZ Capital Management since 2015. MZ Capital Management provides discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm emphasizes a passive, asset-class allocation approach using institutional funds within a buy‑hold‑and‑rebalance framework, managing accounts primarily on a discretionary basis with individualized investment policy statements.

Raymond Hobson is a CFP® with over 31 years of industry experience. He is currently with HF Advisory Group, LLC, where he has worked since 2020. His prior experience includes roles at the Institute For Wealth Management LLC, Institute for Wealth Advisors, and Broker Dealer Financial Services Corp. Outside of advisory work, he is involved in independent insurance sales. HF Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm utilizes modern portfolio theory and combines long- and short-term trading strategies, serving roughly 402 client relationships with approximately $250 million in discretionary assets under management.

Brian Scanlon is a financial advisor at Capstone, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Archstone Capital, LLC and Height Analytics, LLC, among others. In addition to his advisory role, Scanlon serves as Director of Institutional Sales at Capstone, focusing on policy research and access to related events. Capstone serves institutional investors such as mutual funds, hedge funds, private equity firms, and long-only managers by providing policy analysis, regulatory due diligence, and written research products. The firm emphasizes vetted, impersonal research and advisory services without managing client assets, delivering comprehensive reports and deep-dive due diligence for clients globally.

Stephen James is a CFP® professional with 39 years of industry experience. He is currently with Severn Financial Advisors, LLC, where he has worked since 2009, and has prior experience at Commonwealth Financial Network and Cambridge Investment Research Advisors. Severn Financial Advisors, LLC provides financial planning and consulting services to individuals, families, businesses, trusts, and estates, focusing on tailored written or verbal plans developed through a detailed fact-finding process using third-party planning tools. The firm offers fixed-fee and hourly planning engagements and does not provide discretionary asset management or custody of client assets.

Ed Leads a team revolutionizing financial planning for federal employees. Valor Wealth Partners is a veteran-owned business with an office in Washington, D.C. and serving clients virtually in 19 states. With over 25 years of experience providing financial planning guidance, Ed has helped hundreds of families navigate complex and emotional dilemmas. He combines decades of experience with personalized strategies to help clients meet their needs. By simplifying his comprehensive analysis into down-to-earth terms, he is able to help clients understand their situation and take positive actions. Helping people with their financial goals is a deeply personal mission for Ed. Early struggles with money led him to pursue a meaningful career guiding people through the financial planning process. As a Certified Financial Planner, Ed follows the CFP Board’s Code of Ethics and Standards of Conduct. The complex knowledge required to obtain and maintain this professional designation helps Ed develop extensive financial plans that hardworking people deserve. Ed’s devotion to the community is evident in the numerous charitable associations where he volunteers his time. He’s currently a captain for a team of cyclists in the annual Pan-Mass Challenge and is a two-time marathoner for the Leukemia and Lymphoma Society. He attributes his core values of integrity and attention to detail to his service with the U.S. Marines. We invite you to see our passion and knowledge on how your federal benefits can be maximized at our YouTube channel: https://www.youtube.com/c/FinancialPlanning4Feds

Daniel Messeca is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Craftwork Capital LLC since 2020. Prior to this, he worked at Motley Fool Wealth Management, LLC for six years. He is also the co-founder and Director of Finance at Blue Crab Brewing Company, Inc., a manufacturing business he has been involved with since 2015. Craftwork Capital primarily serves individual and high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm offers financial planning and discretionary portfolio management, utilizing model portfolios, separately managed accounts, and digital wealth platforms while employing borrowing, derivatives, and AI tools in its investment approach.

John Stone is a financial advisor at Calvert Wealth Management, Inc. in Dunkirk, MD, holding a Series 66 designation with 16 years of industry experience. He has worked at APW Capital, Inc. since 2011 and at Calvert Financial Advisory since 2008. Outside of his advisory role, he is also a licensed insurance agent for life and variable products. Calvert Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering discretionary portfolio management alongside comprehensive wealth planning and financial consulting. The firm emphasizes asset allocation with diversified portfolios and combines retail wealth management with fiduciary services for employer plans.

Kimberly Bleck is a CFP® professional with 14 years of industry experience, currently serving at Burkholder & Associates, LLC. She previously worked at Lincoln Financial Advisors for seven years. In addition to her advisory role, she is a licensed notary public. Burkholder & Associates provides discretionary portfolio management, pension consulting, and financial planning to individuals, business owners, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods to inform investment decisions and offers pension consulting services without relying on third-party managers.

Nicholas Burkholder is a CFP® professional with 22 years of industry experience. He has worked at Lincoln Financial and Lincoln National Life Insurance Co. for 17 years before founding Burkholder & Associates, LLC, where he currently serves as the sole member. He also offers seminars and writes articles on financial planning topics. Burkholder & Associates, LLC provides investment advisory, financial planning, and pension consulting services to individuals, high-net-worth clients, business owners, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach integrates individualized Investment Policy Statements with fundamental analysis, modern portfolio theory, and quantitative methods, managing accounts on a discretionary basis with regular monitoring and reporting.

Matthew Trogdon is a Certified Financial Planner® (CFP®) with seven years of industry experience. He currently works at Craftwork Capital LLC and has previously been employed at Motley Fool Asset Management and Capital Investment Advisors, among others. In addition to his advisory role, he teaches financial literacy workshops through the Babson Financial Literacy Project and writes articles on financial planning for The Humble Dollar website. Craftwork Capital primarily serves individual and high-net-worth clients, as well as trusts, estates, and employer-sponsored retirement plans. The firm offers financial planning, discretionary portfolio management, and access to digital wealth platforms, using model portfolios and separately managed accounts with continuous monitoring and rebalancing.

Coe Magruder is a financial advisor at Washington Growth Strategies LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Washington Growth Strategies since 2014. Washington Growth Strategies LLC provides personalized investment management primarily to individual and high-net-worth clients, including trusts, foundations, pensions, and corporations. The firm uses fundamental research and a variety of investment instruments to create tailored asset allocation strategies, and also serves as manager of a private pooled vehicle, Washington Growth Fund, LP.

Ami Shah is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Steward Inc. Prior to joining Steward Inc., Shah worked at Hemington Wealth Management and McKinsey & Company. Outside of financial advising, Shah is a limited partner in Glimpse LLC, a digital photo frame company. Steward Inc. offers integrated wealth advisory services combining discretionary investment management with comprehensive financial planning for individuals and families. The firm manages approximately $61 million, focusing on diversified, long-term asset allocation primarily through mutual funds and ETFs, and provides ongoing portfolio supervision alongside client-specific financial plans.

Melissa Frawley is a financial advisor with Annapolitan Investment Group, Inc. in Annapolis, MD, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with Raymond James Financial since 2009 and has been involved with Annapolitan Investment Group since 2005. Outside of her advisory roles, she is president of Annapolitan Investment Group LLC, an independent contractor support company. Annapolitan Investment Group provides customized financial and retirement planning for individuals and families, focusing on tax, estate, business, education, and cash-flow planning. The firm emphasizes planning over discretionary portfolio management and delivers advice through in-person meetings and educational seminars.

We created Lifetime Financial to serve the professional households working for the greater good. Our clients are unintentional millionaires. It might be surprising to think of yourself as a millionaire, but when you add up the equity in your home, a lifetime of saving, high market returns, and inflation—it quickly adds up. Though modestly affluent households like yours don’t have the resources of the ultra-wealthy, you still have much of the same complexity and the need for regular guidance. Typically, these households hold an average of $1.5 million in liquid assets and are often underserved by the financial community. Eighty percent of high-net-worth and mega-millionaires work with financial advisors to plan and manage their finances, but only 60% of unintentional millionaires do. We provide extensive, full-service financial planning and investment management with great services and ongoing support at a reasonable price. We are independent fiduciaries and keep our fees low, well below Wall Street rates, while providing services they don’t offer. An important distinction is that we are a Fee-Only firm, which is often confused with Fee-Based which is more common in larger firms. In contrast to Fee-Only, Fee-Based advisors receive commissions on products they sell you. We are only paid by you. Our typical clients are nonprofit professionals and those working for the greater good who want expert financial help with retirement, college planning, investing, tax planning, and more. Together we will connect the dots between your financial realities and the life you long to live.

Alishia Creekmore is a financial advisor at Lifetime Financial with a Series 65 designation and two years of industry experience. Prior to joining Lifetime Financial, she worked at the Coalition to Transforming Advanced Care and Capote Ventures. Lifetime Financial LLC is a small advisory firm serving individuals and high-net-worth clients, particularly professionals at nonprofits, colleges, and government organizations. The firm provides comprehensive financial planning, investment management, and employee benefit consulting, emphasizing systematic investment management and tax-aware strategies.

Amanda Hopkins Clouser is a CFA® charterholder with eight years of industry experience. She has been with RCS Financial Planning, LLC since 2018 and previously worked at TIAA for nine years. RCS Financial Planning provides portfolio management, comprehensive financial planning, ongoing subscription planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm emphasizes evidence-based investing and long-term portfolio management, serving clients without account minimums and offering ongoing financial planning for qualifying asset levels.

Jason Dallacqua is a CFP® with 12 years of industry experience, currently serving as an advisor at Crest Wealth Advisors LLC since 2020. Prior to this, he worked at Investment Planning Associates, Inc. for eight years. Crest Wealth Advisors serves individual and high-net-worth clients as well as employer plan sponsors, offering portfolio management, comprehensive financial planning, and employee benefit plan advisory services. The firm employs a strategic asset allocation approach informed by fundamental analysis and modern portfolio theory, combining active and passive strategies tailored to client goals and risk tolerance.

Courtney Calotta is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Donalies Financial Planning, LLC since 2025 and previously spent six years with Gallant Financial Planning, LLC. Donalies Financial Planning, LLC primarily serves individual clients, including dual-income families and retirees, as well as trusts, business entities, pension plans, and charitable organizations. The firm provides comprehensive financial planning and discretionary portfolio management using a long-term, buy-and-hold approach with a core passive plus active-satellite strategy.

John Grant is a financial advisor at CovingtonAlsina with a Series 65 credential and two years of industry experience. His prior roles include positions at Worthington Financial Partners and Great Valley Advisor Group, as well as work in education at Towson University, Virginia Tech, and Parkside High School. He serves as Treasurer and Board Member for The Summit School, an institution supporting children with dyslexia and other learning differences. CovingtonAlsina manages approximately $189 million for around 470 clients, including high-net-worth individuals and pension plans. The firm provides discretionary portfolio management, financial planning, and pension consulting, employing fundamental analysis, modern portfolio theory, and a mix of direct and third-party management across a broad range of securities and alternative investments.

Liliang Chen is a financial advisor at Enduro Capital Partners LLC with a Series 65 designation and no prior industry experience. Before joining Enduro Capital Partners in 2026, Chen worked at Fannie Mae, Freddie Mac, and American General Life Insurance Company. Enduro Capital Partners LLC provides discretionary portfolio management and limited financial planning guidance to individual and high-net-worth clients. The firm uses modern portfolio theory and a top-down, historical analysis approach to construct low-correlation asset mixes across equities, mutual funds, ETFs—including leveraged ETFs—and fixed-income securities tailored to client risk and return objectives.