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.

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.

Victoria Mcgruder is a financial advisor at FinPowered Female LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2019. She also took time away from the industry as a stay-at-home mom before founding her current firm in 2021. FinPowered Female LLC primarily manages pooled investment vehicles and institutional assets while also serving a limited number of individual non-high-net-worth clients. The firm combines institutional portfolio management with client education through seminars and workshops and utilizes hourly fee arrangements for certain advisory and consulting services.

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.

Dean Daniel is the principal of Daniel Capital Management, LLC and holds a Series 65 designation with 18 years of industry experience. He has been with Rosemore since 2014 and occasionally provides strategic finance consulting services to corporations and start-ups on an hourly basis. Daniel Capital Management offers investment advisory services primarily to high-net-worth individuals, municipal entities, other investment advisers, and nonprofit clients, generally focusing on accounts of $2 million or more. The firm pursues absolute returns through multi-asset investing and a dynamic allocation approach that incorporates macro, micro, and quantitative analysis, including the use of hedging, derivatives, and illiquid securities.

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.

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 with Sanders Morris Harris, Inc. and Concept Capital Markets, LLC since 2011. Worch Capital provides discretionary and non-discretionary investment management, financial planning, and consulting services to individual and institutional clients, managing a private pooled investment vehicle alongside separately managed accounts. The firm uses a proprietary strategy that combines momentum and swing trading with special-situations fundamental research, employing derivatives and hedging techniques as part of its active trading 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 at Kailasa Capital Management LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of his advisory role, he is involved with Blue Latitude, LLC, a non-investment-related business. Kailasa Capital Management provides wealth management and investment services to individual clients, family offices, institutions, and pooled investment vehicles. The firm employs a long-term, fundamentals-based investment approach and manages both individual accounts and private pooled funds, using strategies that include equities, fixed income, ETFs, mutual funds, options, and derivatives for portfolio construction and risk management.

Efrata Kirose is a Series 65-credentialed financial advisor at One Oak with one year of industry experience. Prior to joining One Oak, Kirose held positions 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, including endowments, foundations, and family offices. The firm offers portfolio management, financial consulting, and access to alternative investments through an integrated OCIO model emphasizing diverse analytical techniques and active manager oversight.

Arthur Locke III is a CFP® and PFS™ credentialed financial advisor with nine years of industry experience. He is the sole advisor at Locke Asset Management in Great Falls, VA. Outside of advising, he co-owns and manages two residential properties in Fairfax, VA. Locke Asset Management provides discretionary investment management alongside personal financial and tax planning services for individuals, trusts, and small business owners. The firm emphasizes integrated advice supported by written investment policy statements and diversified portfolios, incorporating both fundamental and technical analysis.

Khalid Usmani is a financial advisor with One Oak, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at firms including GuideVine, Avantax Wealth Management, and Allstate. Outside of advisory roles, he serves as president of MIU Partners LLC, an independent insurance agency providing property, casualty, and life insurance. One Oak delivers 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 a focus on governance, manager selection, and risk management.

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.

David Poch is a financial advisor at Promethium with a Series 65 designation and one year of industry experience. Prior to joining Promethium, he worked at Challenger Performance Optimization, Inc. for five years and spent four years at Miami University. Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting to individuals, including both high-net-worth and non-HNW clients, as well as institutional clients such as pension plans, foundations, and nonprofits. The firm employs a diversified investment approach that combines passive and active strategies, alternatives, options strategies, tactical asset allocation, and cash management tailored to client objectives and risk tolerance.

Andrew Bellamah is a financial advisor with BNB Wealth Management, LLC in Silver Spring, MD, holding Series 63 and Series 65 credentials and having 34 years of industry experience. He is the owner of BNB Wealth Management and is involved in multiple commercial real estate management and leasing ventures across Florida and Maryland. BNB Wealth Management is a privately owned, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and retirement plan sponsors. The firm manages diversified portfolios primarily using mutual funds and provides financial planning, pension consulting, and participant education services.

Richard Pinion is a financial advisor with Pinion Financial Services, LLC in Bethesda, MD, holding CFP® and ChFC® designations and over 40 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been with OSAIC since 2023. Outside of investment advisory work, he is involved in health and life insurance writing and recruitment. Pinion Financial Services provides financial planning, pension and retirement-plan consulting, and referral services for third-party investment advisory programs. The firm emphasizes selecting and monitoring outside advisors and favors long-term mutual fund investments, without managing client assets on a discretionary basis.

Peter Ryan is a financial advisor at Alikos Wealth Management, LLC with nine years of industry experience. He holds the Series 65 designation and has been with Alikos since 2015. Ryan also has over 30 years of experience at Ryan & Wetmore P.C. Outside of his advisory work, he is involved as a member in several real estate investment partnerships. Alikos Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and small businesses by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes long-term, broadly diversified portfolios primarily implemented with passively managed mutual funds and ETFs, and offers customized solutions including ESG, tax-sensitive, and fixed-income accounts.

Victoria Birks Styron is a financial advisor at Birks Financial Corp. with a Series 65 designation and three years of industry experience. Prior to joining Birks Financial in 2021, she worked at Arthritis and Sports and held positions at Gardner Webb University and Loudoun County Public Schools. Birks Financial Corp. is an independent, fee-only investment adviser specializing in retirement-focused financial planning and portfolio management for individual clients and trusts, particularly high-net-worth households. The firm uses a long-term, fundamentally driven investment approach with model portfolios primarily composed of no-load mutual funds and provides advice on a non-discretionary basis.

Saqib Rashid is a financial advisor at One Oak with 11 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Inverness Capital Advisors, Blue Sand Securities LLC, and Abraaj North America. Outside of his advisory role, he is a partner at OneOak Holdings, LLC, which provides outsourced CIO and investment guidance services to charitable foundations, and he also consults with several private equity and venture capital firms on marketing and institutional investor relations. One Oak offers outsourced chief investment officer and customized investment advisory services primarily to institutional clients such as endowments, foundations, and family offices. The firm focuses on a low client-to-advisor ratio with a high account threshold and employs an integrated OCIO model that includes manager selection, risk management, and access to alternative investments.