Prospero Roda is the sole advisor at Roda Investment Management, LLC in Burtonsville, MD, holding Series 63 and Series 66 credentials with 21 years of industry experience. He has led Roda Investment Management since its founding in 2006. Roda Investment Management provides personalized, fee-only investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets on a discretionary basis using a strategic asset-allocation framework focused on individual equities, fixed income, and exchange-traded funds, incorporating fundamental analysis and global diversification to manage risk.

I founded Mabery Consulting to support individuals who want to enter retirement with clarity and confidence. As a CFP® professional and the owner of a fee‑only, fiduciary advisor, I guide clients who want to understand how to prepare for retirement and how to pay themselves sustainably once they’re in it. My approach is warm, transparent, and grounded in the belief that retirement should feel secure, intentional, and deeply personal. Feel free to see my website at www.maberyconsulting.com

Joseph Punio is a financial advisor with Vivuto, LLC in Washington, DC, holding a Series 66 designation and 13 years of industry experience. He worked at Morgan Stanley from 2015 to 2018 before founding Vivuto in 2018. Vivuto serves individual investors, including high-net-worth individuals, and charitable organizations by providing portfolio management and investment advice that integrates charting, technical and fundamental analysis, and modern portfolio theory across a variety of asset classes. The firm typically operates with discretionary authority and manages accounts on both a discretionary and non-discretionary basis.

Raul Sonza is a financial advisor at Cabildo Capital LLC in Washington, DC, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cabildo Capital since 2018, following a three-year tenure at Friel Asset Management LLC. Cabildo Capital provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, tailoring investment strategies to clients' goals, time horizons, and risk tolerances. The firm uses a combination of fundamental and technical analysis with proprietary research to actively manage individualized portfolios, often under discretionary authority.

Koby Clark is a financial advisor at Beckett Clark Private Wealth, LLC in Bethesda, MD, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked at Archer Investment Corporation and Orion Consulting INC. Beckett Clark Private Wealth, LLC provides investment advisory services to individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management and comprehensive portfolio management, utilizing various analysis methods and may employ active trading and alternative strategies tailored to client goals.

Freddie Cook is the managing member of Cook Wealth Management, LLC in Bowie, MD, with 14 years of industry experience. He holds the PFS™ designation and Series 63 and 66 licenses. Cook also operates Accurate Tax and Accounting Services, where he provides tax preparation, and is involved in insurance sales through Cook Financial Services, LLC. Cook Wealth Management, LLC is an independent advisory firm that offers financial planning and consulting, facilitating access to third-party portfolio managers rather than directly managing client assets. The firm primarily serves high-net-worth individuals and business entities, focusing on evaluating financial situations, recommending outside managers, and monitoring their performance.

Christopher Passarelli is a financial advisor at Bull Run Investment Management LLC in McLean, VA, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Spectrum Financial, Morgan Stanley, and TD Ameritrade. Bull Run Investment Management LLC provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth investors, and pension or profit-sharing plans. The firm employs a combined fundamental and technical analysis investment approach and offers its strategies through a Charles Schwab separately managed account platform for other advisers.

Stephen Cromwell is a financial advisor with Cromwell Investment Advisory, LLC, where he has worked since 2011. He holds a Series 66 designation and has 17 years of industry experience. In addition to his advisory role, he owns and operates Cromwell & Associates, LLC, a tax preparation and accounting business. Cromwell Investment Advisory, LLC provides investment supervisory services and financial planning primarily to individual clients. The firm combines portfolio management with integrated tax and accounting services, utilizing both charting and fundamental analysis to manage client assets directly through discretionary trading strategies.

Joseph Connor IV is the principal of Connor Capital Management, LLC in Vienna, Virginia, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been affiliated with Purshe Kaplan Sterling Investments since 2011. Outside of investment management, he serves as president of Intelligent Divorce Solutions, LLC, providing financial-related divorce consulting, and is a board member of SuperLeaders, a nonprofit supporting at-risk youth in Washington, DC. Connor Capital Management serves individuals, trusts, foundations, pensions, and corporations by providing personalized financial planning and investment management. The firm manages approximately $46.8 million in client assets across 60 accounts on a non-discretionary basis, employing a mix of mutual funds, equities, bonds, ETFs, options, and private placements guided primarily by fundamental research.

Justin Moorhead is a financial advisor with Seslia Securities in Takoma Park, MD, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Seslia Securities since 1992 and has operated related entities since 1990. Moorhead is also a licensed insurance producer with the Government of the U.S. Virgin Islands. Seslia Securities provides investment management services to individual and institutional clients, including educational institutions, endowments, nonprofits, trusts, and corporations. The firm typically uses diversified portfolios with a 60% equity and 40% income allocation and offers portfolio monitoring under limited discretionary agreements, along with insurance products through licensed brokers.

Urenna Okoye is a financial advisor at Izuchi LLC in Beltsville, MD, holding a Series 65 designation with two years of industry experience. Prior to joining Izuchi, Okoye worked at CSP Financial Group LLC and has been involved with The Wealth Building CPA since 2018. Outside of advisory work, Okoye provides financial education through courses, speaking engagements, social media, and writing. Izuchi LLC offers financial planning and non-discretionary investment monitoring and consulting services to individuals, trusts, and estates. The firm emphasizes educational workshops and supports clients in managing self-directed brokerage accounts using fundamental and technical analysis without accepting performance-based fees.

Edward Tuvin is the principal of Tuvin & Tuvin, Ltd., an independent advisory firm based in Bethesda, MD. He has over 30 years of experience with the firm and holds additional roles outside of investment advising, including serving as CEO of a mortgage brokerage and managing partner of a private family partnership. Tuvin & Tuvin, Ltd. provides non-discretionary investment consulting and portfolio construction services to individuals, trusts, estates, retirement plans, and corporations. The firm tailors advice to client objectives and risk profiles, primarily recommending mutual funds and ETFs, while clients retain final decision authority.

Yuan He is a financial advisor at HY Financial LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at the General Services Administration since 2019 and the Food and Drug Administration from 2015 to 2019. Outside of his advisory role, he is a limited partner in two small businesses operating entertainment venues in Gaithersburg, Maryland. HY Financial is a small independent registered investment adviser serving individual clients with discretionary portfolio management and limited financial planning services. The firm combines fundamental and technical analysis with a focus on qualitative business evaluation and low turnover, and it monitors accounts regularly while providing written financial plans.

Dewayne Ellis is the principal advisor and founder of The Wealth Syndicate LLC, an independent firm based in Silver Spring, MD. He holds a Series 66 designation and has 19 years of industry experience. Prior to establishing his firm in 2015, Ellis developed expertise in financial planning and portfolio management. Outside of his advisory role, he is a licensed insurance producer affiliated with MassMutual and serves as a general agent for Ameritas, Ohio National, and Crump, offering various commissionable insurance products. The Wealth Syndicate LLC provides ongoing portfolio management and financial planning services primarily to individual and high-net-worth clients, managing approximately $5.35 million in assets for about 75 clients. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, prepares individualized Investment Policy Statements, delivers written financial plans, and offers a paid monthly newsletter along with periodic client webinars.

Christopher Ragsdale is a financial advisor at Piedmont Financial Consulting in Laurel, MD, with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Bank of America/Merrill Lynch, Keys Development, and Prudential Financial. Piedmont Financial Consulting serves individuals, high-net-worth clients, and small businesses with financial planning, investment management, and public financial workshops. The firm combines passive investment strategies using index funds and ETFs with comprehensive financial planning and operates as a single-advisor practice.

Sergio started his career with the most rigorous academic training. He earned the degree of Masters of Science and PhD (UCLA, 2007, 2011 respectively) and worked for the National Academies and the National Oceanic and Atmospheric Administration creating and developing numerical models that are used to help advance understanding on topics that include hurricane prediction and stock market evolution. He has extensive experience creating and interpreting results of what is known as Monte Carlo simulations, that today are used at the core of comprehensive financial plans. Sergio obtained the Certified Financial Planner CFP® certification (industry standard) awarded to fiduciary financial advisors that abide by its Code of Ethics and Professional Responsibility, and that meet its educational, knowledge and experience requirements. Sergio was recruited in the financial industry and worked for a Fortune 500 financial company where he lead a team that serviced hundreds of families and individual investors. He also served as part of leadership directly serving more than 60 financial advisory teams, aiming to improve the depth of their client service and support their career advancement. Sergio regularly lectures on Personal Finance topics with the National Institute of Transitional Planning. He has spoken on the topic at the Treasury department and at the World Bank. He has also been a speaker at dozens of professional organization meetings, nationally and internationally. With 25 years of experience blending rigorous objectivity and the subjective, Sergio founded Personal Financial Partners, a firm that provides financial planning and investment management services to individuals, families, and businesses. The firm operates as a fiduciary, helping clients apply high quality academic research, and leverage the latest technology and the most established financial institutions.

J Knight is a CFP® with 24 years of industry experience and is the sole advisor at Winston Paul Capital Management, Inc. He has held roles at several firms, including Research Financial Strategies and Sword & Shield Insurance Group, and maintains ownership of Knight Chow Construction Services, a construction materials provider. His outside business activities also include acting as a licensed insurance agent and involvement in a business support service. Winston Paul Capital Management, Inc. offers discretionary asset management and financial planning primarily to individual investors and qualified retirement plans. The firm employs fundamental and technical analysis for portfolio construction and provides ERISA 3(21) services, including investment policy statement development and participant education for retirement plans.

Andrew Meringoff is the sole advisor at Meringoff Wealth Management Group, LLC in Rockville, MD, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has led his independent firm since 2008. In addition to his advisory role, he is an independent insurance agent, though he is not actively selling insurance. Meringoff Wealth Management Group provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and pension and profit-sharing plans. The firm constructs customized portfolios using primarily low-cost mutual funds and ETFs, with a long-term, fundamental investment approach complemented by technical analysis for trade timing and rebalancing.

Arturo Rodriguez is a CFA® charterholder and the sole advisor at Simplexity Investment Management, LLC, with 13 years of industry experience. He has been with Simplexity since its founding in 2013. Simplexity Investment Management provides discretionary investment supervisory services to high-net-worth individuals, trusts, estates, corporations, other investment advisers, and pooled investment vehicles. The firm primarily uses mutual funds and exchange-traded funds, employing a mix of fundamental, technical, and cyclical analysis with both long- and short-term trading strategies.

Christine Mistr is a CFP® and holds a Series 65 license with 19 years of industry experience. She has been with Dominion Financial Consultants, LLC since 2006. Dominion Financial Consultants provides comprehensive financial planning and wealth management services to individuals, retirement plans, trusts, estates, nonprofits, corporations, and small businesses. The firm combines investment advisory, accounting, and legal/tax services, offering diversified asset allocation and business consulting tailored to a small client base.