Cristina Munteanu is a financial advisor at Craftwork Capital LLC with one year of experience in the industry. She holds a Series 65 designation and previously worked at Motley Fool Wealth Management, LLC for several years. 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 third-party digital wealth platforms, utilizing model portfolios, separately managed accounts, and direct indexing strategies.

Zubin’s definition of wealth is being free to do what you want with your time. He spends his time seeing how he can make an impact on the people he meets. Known among family and friends for his passion for finance, Zubin will discuss how to set financial priorities during dinner with friends and remind his kids about the benefits of compounding. He is also passionate about actively working with you to discover what is your definition of wealth. Zubin’s father passed away when he was very young. He watched his mother struggle and slowly make progress in moving the family toward financial security. She instilled in her two children the importance of a financial plan and knowing one’s numbers. Today, people who know Zubin know he is analytical and that numbers come easy to him. His true strengths, however, are empathy, communication, and coming up with new ideas. This helps him closely connect with the people he interacts with. He knows that, like his mother, many families struggle to make financial decisions and adapt their financial plans due to the lack of know-how or the cost of getting the right guidance. Having lived in Washington DC for over 15 years, Zubin has many friends and neighbors who work for the Federal Government. In his discussions with them, he has concluded that their financial planning process is more complicated than the average plan. Zubin has immersed himself in these details so he can help maximize the benefits federal employees deserve. Zubin worked in the Merchant Marines for almost 10 years. He traveled to over 40 countries with an international crew on oil tankers and cargo ships. His favorite voyage lasted 14 months which started in Shanghai, China and sailed around the world a time and a half crossing the Panama and Suez canals twice. When he is not at work, Zubin enjoys traveling, cooking, fostering cats, and, currently, watching shows on Winston Churchill and the historical events leading to World War II.

Safalta Sherpa is a financial advisor at Cooksen Wealth, LLC with 16 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Mclean Asset Management Corp., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Cooksen Wealth provides financial planning, investment management, and wealth management services primarily to high-net-worth individuals, trusts, and estates. The firm manages over $200 million in assets across a concentrated client base, emphasizing asset allocation and a combination of fundamental and technical analysis in their investment process.

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.

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.

Kelly Sheahan is a financial advisor at Calvert Wealth Management, Inc. in Dunkirk, MD, holding a Series 65 designation with nine years of industry experience. She has been with Calvert Wealth Management since 2012. Calvert Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering discretionary portfolio management alongside wealth planning and financial consulting. The firm emphasizes asset allocation over market timing and maintains diversified, risk-based portfolios with regular reviews.

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.

Lindsey Lloyd is a financial advisor at Crest Wealth Advisors LLC in Annapolis, MD, holding a Series 66 designation with two years of industry experience. Prior to joining Crest Wealth Advisors, Lindsey worked at Cetera Advisors LLC and InFocus Financial Advisors. Crest Wealth Advisors serves individual clients, including high-net-worth households, and employer plan sponsors, providing discretionary portfolio management and financial planning. The firm combines fundamental analysis with Modern Portfolio Theory to develop tailored investment strategies, managing portfolios internally while coordinating across held-away accounts.

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.

James Sullivan is the sole advisor at Sullivan Wood Capital Management, LLC, based in Washington, DC, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his firm since 2002. Sullivan Wood Capital Management provides discretionary investment management and financial consulting primarily to individuals and high-net-worth clients, including trusts, estates, and retirement accounts. The firm offers tailored portfolio management and project-based consulting services, utilizing both fundamental and technical analysis in its investment approach.

Paul Evans is a financial advisor at Annapolitan Investment Group, Inc. with 24 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. In addition to his advisory role, he is the owner of Black Island Capital, LLC and has been involved with the US Naval Academy Athletic Association since 2014. Annapolitan Investment Group provides customized financial and retirement planning to individuals and families, focusing on non-discretionary advice regarding mutual funds, CDs, municipal bonds, annuities, and ETFs. The firm offers written financial plans through in-person consultations and educational seminars, combining broker-dealer registration with a primary emphasis on planning services.

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.

Mark Katz is a financial advisor with Katz Family Financial Advisors, LLC in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Katz Family Financial Advisors since 2005 and previously at UBS Financial Services and Eastern Point Advisors Inc. Katz Family Financial Advisors provides investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-HNW clients, employing a non-discretionary management approach based on fundamental analysis and proprietary screening, and operates its own wrap-fee program.

Angela Barbour is a Series 65-licensed financial advisor with 10 years of industry experience. She currently works at Arkagos Advisors & Asset Management, Inc. and previously spent 10 years at Brookstone Capital Management. She has been associated with Tarkenton Financial, LLC since 2004. Arkagos Advisors and Asset Management serves individual and high-net-worth clients by providing portfolio management, comprehensive financial planning, and access to private investments. The firm employs model-based allocations combining technical, fundamental, and modern portfolio theory techniques tailored to client objectives and risk tolerance.

Leah Bryan is a financial advisor at Bryspen, Incorporated, holding a Series 65 designation with 22 years of industry experience. She has been with Bryspen since 1993. Bryspen provides advisory services to high-net-worth individuals and corporate clients, offering comprehensive financial planning and investment supervisory services. The firm manages a substantial portion of assets on a non-discretionary basis and emphasizes a fundamental, analytical investment approach tailored to each client’s specific circumstances.

Thomas Ricketts is a CFA® charterholder with 23 years of industry experience. He has been with Evolutionary Tree Capital Management, LLC since 2017 and previously worked at the Massachusetts Institute of Technology for one year. Evolutionary Tree Capital Management provides discretionary portfolio and investment management services to individuals, family offices, estates, trusts, retirement plans, and institutional clients, managing approximately $91.7 million in assets. The firm employs an innovation-focused, concentrated growth strategy with a long-term horizon, combining fundamental research with industry and ecosystem analysis.

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.

Heather Anthony is a CFP® professional with six years of industry experience. She is currently with CovingtonAlsina and has previously worked at The Colony Group LLC and Bridgewater Wealth & Financial Management. CovingtonAlsina provides advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses fundamental analysis and modern portfolio theory to guide investment decisions and offers additional services such as tax preparation through an in-house CPA.

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.