Mark Burkhardt is the sole advisor at Stonebrook Investment, LLC in Ashburn, VA, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with Stonebrook since 2013. Stonebrook Investment LLC provides discretionary asset management and ongoing portfolio management to individual investors, high net worth individuals, and trusts, tailoring investment programs to clients' goals, time horizons, and risk tolerances through a combination of fundamental, technical, charting, cyclical, and sector analyses.

Rebecca Schreiber is a financial advisor with Flexible Finances in Silver Spring, MD, holding a Series 65 credential and three years of industry experience. She has worked at Flexible Finances since 2020 and is a partial owner of Holy Chow LLC, a restaurant in Silver Spring, where she contributes in a bookkeeping capacity. Flexible Finances serves individual and small business clients, providing financial planning, counseling, benefits analysis, budgeting, debt management, and investment recommendations. The firm emphasizes client education and independence, using a fee-for-service model with hourly or project-based billing and focuses on low-cost, liquid investments without discretionary asset management or commission-based fees.

Henry Stern is the sole advisor at HDS Capital Management, Inc., an independent firm based in Potomac, MD. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Stern has led HDS Capital Management since 1999. HDS Capital Management provides tailored portfolio management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental analysis and manager review across a broad range of securities, combining long-term and short-term strategies while continuously monitoring client accounts.

Stephanie Bigwood is a CFP® and ChFC® with 30 years of experience in financial advisory and related fields. She is the principal of Goldsborough Capital Management, LLC, a firm she has led since 2012. In addition to her advisory work, she manages Goldsborough Tax and Accounting Services, LLC, where she prepares tax returns. Bigwood is also involved with the TowsonTowne Rotary Foundation as a board member. Goldsborough Capital Management provides investment advisory and portfolio management services to individuals, trusts, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. The firm designs portfolios tailored to clients' objectives and risk tolerance, employing a range of strategies including asset allocation, option strategies, and the use of sub-advisers.

Hi, I’m Liz and I’m a fee-only financial planner. I started Primas Financial Planning to help individuals make financial decisions they feel good about and be confident that those choices will prepare them for the future. As the first in my family to graduate from college, I had to navigate a lot of firsts out of necessity, not choice. Like most of my clients, I didn’t learn about personal finance in school, and I’ve had to make decisions based on the information that was available to me. I’ve been fortunate to have accumulated knowledge through various sources. Some of my financial planning knowledge comes from school and work but a lot of lessons were learned from friends, family, my military community, and by making many, many mistakes. I recognize that not everyone is fortunate enough to have this wealth of knowledge at their fingertips and my goal with Primas FP is to help others have the same financial security and peace of mind. I’m a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Accredited Financial Counselor and Enrolled Agent. I’ve been working with clients for over 16 years helping them achieve their goals and build their wealth. First and foremost, I’m a fiduciary which means I’ll always put your interests first. I’ve lived in 9 states and 4 countries and I’ll be joining you virtually from Maryland, but I work with clients all over the United States. When I’m not listening to financial planning podcasts and delighting my husband and daughters with tax lectures, you can find me hiking, kickboxing, trying not kill the plants in my garden and volunteering in my community. I'm looking forward to hearing your life's story. Let's meet!

Christopher Smith is a CFP® with two years of industry experience, currently serving as the sole advisor at Origin Wealth Management LLC in Reston, VA. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as service in the United States Marine Corps. In addition to his advisory work, he operates an affiliated insurance practice involving insurance and annuity product sales. Origin Wealth Management provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct portfolios, which include long-term holdings, short-term trades, and option strategies, managing accounts on a discretionary basis through a selected custodian.

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.

Edrees Feda is the sole advisor at Lucrum Capital Advisors in McLean, VA. He holds Series 63 and Series 65 licenses and has three years of experience in the financial industry. In addition to his advisory role, Feda oversees multiple affiliated companies, including Lucrum Companies and Feda Enterprises, serving as President and CEO across these entities. Lucrum Capital Advisors is a state-registered investment advisor specializing in alternative investments, primarily private real estate–related securities and private funds. The firm serves institutional, family-office, and high-net-worth clients, focusing on asset-level underwriting, acquisitions support, and portfolio monitoring through fundamental and technical analysis and third-party valuation practices.

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.

Sean Falk is a financial advisor with Peak Investment Advisors, Inc. in Germantown, MD, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Peak Investment Advisors since 2006 and also manages Peak Insurance & Benefit Services, LLC, an insurance and benefit services firm serving individuals, employers, and groups. Additionally, he works part-time as a tax preparer during tax season. Peak Investment Advisors, Inc. provides discretionary asset management to individuals, trusts, pension plans, and other entities, combining fundamental, cyclical, and technical analysis with a primarily buy-and-hold investment strategy. The firm manages accounts on a discretionary basis and refers clients to unaffiliated third-party money managers.

Olac Pallan Gayol is a financial advisor at OPG Asset Management with five years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Merrill Lynch, Deutsche Bank Americas, and Onyx Bridge Wealth Group. He is also involved with Emerson Equity as a registered representative. OPG Asset Management provides investment advisory services to individuals, high-net-worth clients, retirement plan sponsors, trusts, and business entities. The firm uses a variety of portfolio models and research methods to implement diversified strategies, offers financial planning without additional charge, and advises on the selection of other advisers and model portfolios.

Ryan Worch is the sole advisor at Worch Capital LLC in Rockville, MD, holding Series 63, 65, and 66 licenses with 15 years of industry experience. He has worked concurrently 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 to individual and institutional clients, operating a private pooled investment vehicle as general partner. The firm employs a proprietary strategy combining momentum and swing trading with special‑situations fundamental research, and it utilizes borrowing, derivatives, and performance-based compensation in its management approach.

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.

Arthur Locke III is the sole advisor at Locke Asset Management in Great Falls, VA. He holds the CFP®, PFS™, and Series 65 designations and has nine years of industry experience. He has managed his own practice since 2011. Locke Asset Management serves individuals, trusts, and small businesses with discretionary portfolio management, financial planning, and tax preparation services. The firm employs diversified portfolios and risk-based client grouping, emphasizing written investment policy statements tailored to each client.

Khalid Usmani is a financial advisor at One Oak with 7 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Allstate and Avantax Wealth Management. He is also president of MIU Partners LLC, an independent insurance agency specializing in property, casualty, and life insurance. 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 with discretionary and non-discretionary management, combining various analytical techniques and ongoing due diligence.

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.