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.

James Lee is a financial advisor with Lee Financial Associates, Inc. in Ellicott City, MD, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has worked at OSAIC and Lee Financial Associates, LLC since 2004 and 2005 respectively. In addition to his advisory role, he serves as president of Lee Financial Associates, Inc., where he also acts as an insurance agent. Lee Financial Associates serves individuals, families, pension and profit-sharing plans, and business entities through a two-advisor team supporting about 39 client relationships. The firm emphasizes written financial planning and arranges investment management by selecting and monitoring third-party money managers, primarily using SEI model portfolios while clients retain custody with those third parties.

Brian Smoot is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has been with OSAIC and Lee Financial Associates since 2016. Outside of advisory work, he is also licensed as an insurance agent, providing clients with insurance solutions related to death benefit and disability needs. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by proprietary technology and access to multiple custodial platforms.

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.

Morgan Zeiber is a financial advisor at Capital Area Planning Group with Series 63 and Series 66 registrations and one year of industry experience. Prior to joining Capital Area Planning Group, Morgan held roles at LPL Financial LLC, American Heritage FCU, and Equitable Advisors, LLC. Capital Area Planning Group provides discretionary investment management, financial planning, and employee benefit plan advising to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm utilizes customized, actively managed portfolios based on modern portfolio theory and fundamental analysis, integrating additional financial services such as tax preparation, mortgage brokerage, and insurance through affiliated entities.

Martha Crocker is a CFP®-certified financial advisor with 37 years of industry experience. She has worked at Foundation Financial Advisors, Inc. since 2012 and is also affiliated with Commonwealth Financial Network. Foundation Financial Advisors, Inc. provides fee-for-service financial planning and consulting to individual clients, focusing on tailored written plans rather than discretionary portfolio management. The firm offers a broad range of planning services and investment vehicle guidance, operating with an explicit avoidance of percentage-of-AUM advisory fees.

Demetrius Felder is a financial advisor with Holistic Planners who holds Series 63, 65, and 66 licenses and has 21 years of industry experience. He is the founder and CEO of Life Is Great Enterprises, LLC, a business involved in stationery goods, training services, publishing, and speaking engagements. Felder has been associated with Holistic Planners Network, Keystone/MySecure Advantage/CLC, and The Felder Group over the course of his career. Holistic Planners Network, LLC serves individual clients, including both high-net-worth and non-high-net-worth households, managing approximately $15 million across about 64 client relationships. The firm provides customized asset management and financial planning services with investment strategies ranging from long-term buy-and-hold to shorter-term trading, supplemented by educational programs and employer-focused financial wellness initiatives.

Christopher Thomas is a CFP®-designated financial advisor with 22 years of industry experience. He has worked at Macroview Investment Management LLC since 2018 and previously held roles at Planning Solutions Group, LLC and Triad Advisors, Inc. Thomas serves as treasurer and board member of the National Capital Chapter of the Society of Financial Service Professionals. Macroview Investment Management LLC serves individual investors, including high net worth clients, corporations, non-profits, and retirement plans, offering discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a top-down, macroeconomic investment approach and combines internal management with third-party managers, also maintaining an active sub-advisory business and a platform relationship with Zoe Financial.

Wayne Lavallee is a CFP® and ChFC® with 29 years of industry experience. He is currently with GLR Partners in Columbia, MD, where he serves as Managing Partner and Director of tax estate planning and co-head of wealth management. Prior to joining GLR Partners, he worked at UBS Financial Services for 10 years. GLR Partners provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as entities such as family offices, trusts, and private foundations. The firm’s investment approach is based on client-specific financial analysis and fundamental research, offering a broad range of investment instruments and detailed performance reporting.

Carly James is a financial advisor at Severn Financial Advisors, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Commonwealth Financial Network and Independent Financial Partners. Outside of financial advising, Carly is a certified yoga teacher affiliated with Yoga Factory, LLC. Severn Financial Advisors, LLC provides financial planning and consulting services to individuals, families, businesses, trusts, and estates. The firm uses a fact-finding process and third-party tools to develop tailored plans on retirement, tax, estate, and cash-flow topics, offering fixed-fee and hourly planning engagements rather than asset-based fees.

Charles Donalies is a CFP® and holds a Series 65 license with 16 years of industry experience. He has been with Donalies Financial Planning, LLC since 2012. Donalies Financial Planning, LLC provides financial planning and discretionary portfolio management to individuals, business entities, trusts, retirement plans, and charitable organizations, focusing on dual-income families and individuals preparing for or in retirement. The firm’s investment approach combines a passive core with active satellite positions, incorporates tax-aware strategies, and uses third-party planning and reporting tools.

Robert Shaker is a financial advisor at Shaker Financial Services with 20 years of industry experience. He holds the Series 65 designation and has been with Shaker Financial Services since 2004. Shaker Financial Services provides discretionary portfolio management primarily for individuals, families, trusts, IRAs, and small-business retirement accounts, as well as institutional clients including other investment advisers and municipal and sovereign entities. The firm specializes in globally diversified portfolios composed mainly of closed-end funds, employing a quantitative “discount capture” approach to trading.

Blake Luehlfing is a financial advisor at Intentional Wealth Strategies with a Series 65 designation and one year of industry experience. His prior work history includes self-employment periods from 2023 to 2025. Intentional Wealth Strategies serves individual clients, trusts, estates, charitable organizations, corporations, and retirement plans, providing wealth management, financial planning, and retirement plan consulting. The firm uses an evidence-based, disciplined investment process focused on global diversification, fundamental analysis, and factor exposures to construct and rebalance portfolios.

Joshua Malnik is a financial advisor at Malnik Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, TD Ameritrade, and The Retirement Group LLC. In addition to advisory work, he is also licensed to sell fixed and traditional insurance products. Malnik Wealth Management, LLC provides personalized asset management primarily to individual clients and their families, focusing on retirement preparation and ongoing portfolio management. The firm employs fundamental analysis and proprietary allocation models to build portfolios using individual equities and income-oriented ETFs, combining active and passive strategies according to client goals.

James Roland II is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He is currently with Foundation Financial Advisors, Inc. and has previously worked at Commonwealth Financial Network and Sanders Morris Harris Inc. Outside of advising, he spends a portion of his time selling fixed insurance products. Foundation Financial Advisors provides financial planning and consulting primarily to individual clients, focusing on comprehensive planning and portfolio analysis rather than discretionary investment management. The firm offers services including investment analysis, tax planning, risk management, and estate and retirement planning, and is notable for using fixed or hourly fees instead of percentage-based asset management fees.

William Berger is a financial advisor with White Oak Wealth Management in Columbia, MD, holding a Series 65 designation and 13 years of industry experience. He previously worked at Oakmont Wealth Advisory, LLC from 2019 to present and Great Lakes & Atlantic Wealth Management from 2016 to 2018. Berger is also the owner of White Oak Wealth Management, LLC, an entity with partial ownership of Oakmont Wealth Advisory, LLC. White Oak Wealth Management serves individuals, including high net worth clients, as well as trusts, estates, and charitable organizations, providing discretionary portfolio management, integrated financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach that incorporates fundamental, technical, quantitative, charting, and cyclical analysis and uses borrowing, leverage, derivatives, and alternative investments within separately managed accounts when appropriate.

Jennifer Goodwin is a financial advisor at Re Envision Wealth with nine years of industry experience. She holds a Series 66 designation and previously worked at Motley Fool Wealth Management, TMF Investments, and TIAA-CREF Individual & Institutional Services. Re Envision Wealth serves individual and high-net-worth households as well as some institutional clients, offering financial planning, investment consultation, wealth management, and discretionary portfolio management. The firm emphasizes asset allocation combined with fundamental and cyclical analysis and performs due diligence on private-market opportunities, managing specialized pooled investment vehicles.

Sherman Ethridge is a CFP® with 14 years of industry experience. He currently serves as an advisor at Capital Area Planning Group, having previously worked at CIC Wealth, LLC and Wells Fargo Clearing. Outside of his advisory role, he is involved in public speaking on investment topics through his sole proprietorship, Ethridge Consulting, LLC, and serves on the board of a Bluetooth headphone manufacturer, Dome Audio Inc. Capital Area Planning Group provides discretionary portfolio management, financial planning, and employee benefit plan consulting to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers customized, actively managed portfolios using Modern Portfolio Theory and fundamental analysis, and maintains affiliated non-advisory businesses such as tax preparation and insurance brokerage.

Jasha Lilaj is a CFA® charterholder with four years of industry experience. He is currently with Aption Advisors LLC and has held prior roles at Capital One, the FHFA, FI Consulting, and Dimensional Fund Advisors. Aption Advisors provides investment advice to individuals holding large, concentrated positions in venture-backed private companies, focusing on share forward transaction contracts to help clients de-risk illiquid private equity holdings. The firm uses proprietary technology to monitor private-company activity and tailor recommendations without exercising investment discretion or recommending other securities.

Thaddeus Toal Jr. is a Certified Financial Planner® with 24 years of industry experience. He has worked at RCS Financial Planning, LLC since 2017 and previously spent 10 years at Rockwood Wealth Management, LLC. RCS Financial Planning serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm provides portfolio management, comprehensive financial planning, and pension consulting, following an evidence-based investment approach grounded in modern portfolio theory.