Ellwood Derricks is a financial advisor at Partnership Wealth Management with 28 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining Partnership Wealth Management in 2016, he worked at LPL Financial for 11 years and briefly at Financial Advocates Investment Management. Derricks is the president of the board for Paws for a Cause, Inc., a nonprofit he founded to support local animal charities, and he serves as volunteer treasurer for FreeState, a nonprofit providing education and legal services for the LGBT community. Partnership Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm manages portfolios on a customized, discretionary basis using various analytical methods and offers tailored financial planning with assets held by qualified custodians.

Jeffrey Venables is a financial advisor at Garritt Financial Solutions LLC with one year of industry experience. He holds a Series 65 designation and has worked at Venables Financial Solutions, LLC since 2024. In addition to his advisory role, Mr. Venables has been a teacher at Rock Hill Schools since 1995. Garritt Financial Solutions provides financial planning and investment management primarily to individual clients and employer retirement plans. The firm employs a passive investment approach using low-cost index funds and ETFs and offers comprehensive planning services on a fee-only basis.

Christopher Benson is a PFS™ credentialed advisor with 13 years of industry experience. He has been with L. K. Benson & Company, P.C. since 2009. L. K. Benson & Company, P.C. serves individual and high-net-worth clients with financial planning, discretionary portfolio management, tax planning, and accounting services. The firm emphasizes asset allocation and diversification using mutual funds and ETFs, and integrates tax and accounting work through a formal affiliation with an accounting practice.

Joseph Johnson is a financial advisor at The J.O. Johnson Group Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade Investment Management, LLC and Scottrade/TD Ameritrade. The J.O. Johnson Group provides advisory services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm combines technical and fundamental analysis with modern portfolio theory to manage portfolios across a range of asset classes and employs active options strategies, typically managing accounts on a discretionary basis.

Lauren Gretchen is a financial advisor at Invested Advisors with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Abundance Wealth Counselors and Triad Advisors. Outside of her advisory role, she is involved with Swayze LLC, a compliance consulting business. Invested Advisors provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, and businesses. The firm focuses on goal-driven portfolio construction tailored to clients’ objectives and risk tolerance, often utilizing third-party managers and specialist strategies.

Jason Nazelrod is a CFP® professional with 29 years of industry experience. He has been with Nazelrod & Associates Financial Services, Inc. since 2000 and also maintains affiliations with LaSalle St. Securities, LLC and Nazelrod & Associates Tax & Consulting, LLC. His background includes tax and accounting services through a related firm. Nazelrod & Associates Financial Services, Inc. provides investment advisory and financial planning primarily to individual clients and trusts, including both high-net-worth and non-HNW households. The firm offers a wrap-fee program that integrates portfolio management with tax, estate, and insurance planning, employing a top-down asset allocation approach across multiple asset classes.

John Voight is a financial advisor at CJC Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at First Financial Group. In addition to his advisory role, Voight is a licensed insurance agent. CJC Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $122 million across four advisors. The firm uses fundamental and quantitative analysis coupled with modern portfolio theory to create diversified portfolios aligned with clients’ goals and risk tolerances.

James Lee is a financial advisor at Lee-Kelleher Wealth Management with 27 years of industry experience. He previously worked at Bank of America and Merrill Lynch. Lee serves as an advisory board member for Adoptions Together, a nonprofit organization that helps people find adopting families. Lee-Kelleher Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, estates, trusts, foundations, and other business entities. The firm uses fundamental analysis and modern portfolio theory to construct diversified portfolios and provides discretionary portfolio management alongside financial and retirement plan consulting services.

James Shaughness is a financial advisor with Legacy Financial Advisors in Towson, MD, holding Series 65 and Series 63 licenses and 27 years of industry experience. He previously worked for T. Rowe Price Investment Services, Inc. for 29 years before joining Legacy Financial Advisors in 2026. Legacy Financial Advisors provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, families, trusts, plan sponsors, and businesses. The firm employs a disciplined, goals-based investment approach with both discretionary and non-discretionary arrangements, and it emphasizes retirement plan fiduciary services and business consulting.

Peter Dixon is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Waypoint Wealth Management since 2015 and is based in Timonium, MD. Waypoint Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, qualified retirement plans, and businesses. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, utilizing diversified, buy-and-hold strategies primarily through passively managed mutual funds and ETFs.

I get it. Finding a Financial Planner that is a good match for you is not easy. The alphabet soup of credentials and terms can be confusing. I will take as long as you like to talk through all your questions. We serve individuals and families (Baby Boomers, Gen X, Gen Y/Millenials, and Gen Z), entrepreneurs, self-employed individuals, ultra high net-worth families, trusts, intergenerational families, baby boomers, entertainment industry professionals, startup founders, business owners, and small businesses. We help our clients with holistic financial planning including: retirement planning, investment planning & management, business planning, wealth management, new wealth planning, income planning, estate planning, charitable giving, portfolio management, home buying, cross-border planning, and tax planning. I have been fortunate to have served families and individuals from Alaska and California to Texas and Massachusetts and all over Virginia, Maryland, and DC (13 states so far) while based in Fairfax, VA. Why? Because we have everything needed to be your guide in a changing landscape. Like most established firms, at Your Best Path, we offer comprehensive financial planning, retirement planning, investment management, and more to help our clients build the life they really want. However, there are a few aspects of our practice that differ from the great majority of planners. – My mission is to help people align their values and their investments so they can stop supporting the companies that are destroying the systems that make life on Earth possible. I am a leader in sustainable, responsible, and impact investing (SRI), having received the CSRIC designation – the first-ever certification for studying investing while considering environmental, social, and governance factors. If you want it to, your portfolio can reflect your specific values, not just a cookie-cutter index from fund managers who don’t even vote their shares. – We have extensive experience working with tech professionals, managers, and executives with equity compensation (RSUs, Options, ESOPPs, and deferred comp.) – We also have expertise developed over years of working with clients from many branches of the Federal Government, so I understand the intricacies of their various benefit programs. –I have no asset minimum and am happy to work with those with less, but am ready to serve those with substantial wealth.

Craig Pohl is a financial advisor at Chesapeake Financial Advisors in Towson, MD, holding a Series 65 designation with 11 years of industry experience. He has been with Chesapeake Financial Advisors since 2014. Chesapeake Financial Advisors serves individuals, high-net-worth clients, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and family businesses by providing personalized financial planning and portfolio management. The firm employs a strategic asset allocation approach combining passive index and ETF exposures with selectively chosen active funds, stocks, and bonds, operating under fiduciary standards and a NAPFA-aligned code of ethics.

William Kelleher is a financial advisor at Lee, Kelleher & Klein Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, OpenText, Foothold Technology, and Yelp Inc. since beginning his advisory career in 2024. Lee, Kelleher & Klein Wealth Management provides discretionary portfolio management and financial planning to individuals, pension plans, estates, and charitable organizations. The firm employs a combination of fundamental security analysis and modern portfolio theory, managing accounts on a discretionary basis with ongoing monitoring and periodic reviews.

Charles Marks is a financial advisor at Marks Wealth Management with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Marks Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers comprehensive wealth management services, including financial planning, consulting, and discretionary portfolio management, with a focus on globally allocated portfolios that primarily use exchange-traded funds alongside mutual funds and individual securities.

Lauren Botti is a financial advisor at Financial Dimensions, LLC with one year of industry experience and holds a Series 65 designation. She also provides accounting services as a contractor for a small engineering firm. Financial Dimensions LLC offers personalized financial planning and investment management to individuals, trusts, estates, and small businesses, utilizing a strategic asset-allocation approach with core holdings in index funds and ETFs supplemented by selective active management. The firm is wholly owned by First Financial of Maryland Federal Credit Union and provides additional services including tax preparation and insurance product recommendations.

Melissa Miller is a financial advisor at Sovereign Financial Services, LLC in Phoenix, MD, holding a Series 65 designation with 10 years of industry experience. She has been with Sovereign Financial Services since 2010. Outside of her advisory role, she owns Sovereign Insurance Service, where she works as a licensed agent for life, health, home, and auto insurance. Sovereign Financial Services provides comprehensive financial planning and discretionary portfolio management, primarily serving trusts, businesses, and organizations rather than individual retail clients. The firm employs a five-step planning process and emphasizes diversified allocations using low-cost index funds and short- to medium-term fixed income investments, managing approximately $78.2 million in discretionary assets.

Julia Seroskie is a financial advisor at Urban Wealth Management with 18 years of industry experience. She holds a Series 66 designation and previously worked at MML Investors Services Inc. and MassMutual for 17 years. Urban Wealth Management is a fee-based advisory firm serving individuals, high-net-worth clients, businesses, and charitable organizations. The firm combines discretionary investment management with comprehensive financial planning, using a core-and-satellite investment approach and integrating client education through structured coaching programs.

Alexander Campbell III is a financial advisor with A.G. Campbell Advisory, LLC, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He previously worked at Coastal Equities, Inc. from 2012 to 2016. Campbell also provides consulting advice on business matters to DM Management for less than five hours per month. A.G. Campbell Advisory offers discretionary and non-discretionary investment management, financial planning, and family office services to individuals, high-net-worth families, and institutional clients. The firm manages approximately $403.9 million for 61 clients, emphasizing diversified portfolios, ongoing monitoring, and access to third-party managers.

Edward Loftice is a financial advisor at Montgomery Financial with 13 years of industry experience. He holds a Series 65 designation and has worked at firms including MFS Wealth LLC and Tounjian Advisory Group. Outside of his advisory role, he is also a musician. Montgomery Financial serves individual clients, including high-net-worth households, and provides discretionary asset management through a sub-adviser platform as well as ERISA plan advisory services. The firm emphasizes affiliations with other investment advisers and offers educational seminars and workshops.

Lyle Benson is a certified financial planner (CFP®) and personal financial specialist (PFS™) with 13 years of industry experience. He has been with L. K. Benson & Company, P.C. since 1994, where he is one of two advisors at the firm. L. K. Benson & Company, P.C. serves individual and high-net-worth clients with financial planning, discretionary portfolio management, tax planning, tax preparation, and accounting services. The firm emphasizes asset allocation and diversification, utilizes mutual funds and ETFs, and integrates tax and accounting work through its affiliation with an accounting practice.