Michael Liss is a financial advisor at Heronwood Capital LLC in Washington, DC, holding the Series 66 credential with 15 years of industry experience. Before founding Heronwood Capital in 2017, he worked at Alex Brown, a division of Raymond James & Associates, Inc. He is involved in managing a polo team through MSL POLO LLC and serves on the investment committees of the Jewish Community Center of Greater Washington and the Charles E. Smith Jewish Day School. Heronwood Capital serves individual, trust, institutional, corporate, and charitable clients with tailored consulting and asset management services. The firm offers a client-specific investment approach across various asset classes and typically manages assets on a non-discretionary basis, often acting as a third-party advisor to existing advisor/client relationships.

Roger Ma is a CFP® professional affiliated with lifelaidout LLC, bringing two years of industry experience. His prior roles include positions at Capital One and Google. Outside of advisory services, he is involved in public education through seminars and finance-related content production. lifelaidout LLC offers comprehensive and project-based financial planning and investment management services to individual clients and small business owners. The firm emphasizes a passive, asset-allocation approach using diversified portfolios primarily composed of index mutual funds and ETFs, integrating investment recommendations with broader financial planning considerations.

Jonathan Peyton is a CFP® professional with 21 years of experience in financial advisory services. He is the principal of Different Investments, LLC, an independent firm based in Ashburn, VA, and has held roles at firms including USAA and LPL Financial. Outside of advising, Peyton is involved in multiple business ventures such as a publishing firm producing educational content and a business consulting service. Different Investments, LLC offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business clients. The firm employs a range of analytical techniques to customize portfolios and provides specialized planning services including divorce consulting, exit planning, and special-needs planning.

Kyle Kim is the founder of Kyo Asset Management, LLC and holds Series 63 and Series 65 licenses with 30 years of industry experience. Prior to establishing his current firm, he worked at LPL Financial and Invest Financial Corporation. Outside of advisory services, he is involved in residential and commercial real estate development through ownership of Kyo Capital Management. Kyo Asset Management, LLC provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis to construct customized portfolios primarily focused on long-term strategies, with a discretionary approach to portfolio implementation and monitoring.

Wesley Brown is a financial advisor with Remnant Wealth in Gaithersburg, MD, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 10 years of industry experience, including prior roles at Park Avenue Securities, Guardian Life Insurance, Nationwide Insurance, and Ohio National Financial Services. Outside of advisory work, he is involved in property and casualty insurance sales. Remnant Wealth provides investment and advisory services focused on pooled vehicles and institutional-style engagements. The firm offers portfolio management, wealth management, financial planning, and educational seminars, employing a non-discretionary approach with a variety of securities and multiple methods of analysis tailored to client objectives.

Yu Krisko is a CFP® with 19 years of industry experience and currently operates YZ Financial Advisors LLC, an independent firm based in Vienna, VA. Prior to founding YZ Financial Advisors in 2021, he held roles at Purshe Kaplan Sterling Investments, Lincoln Financial Advisors Corporation, and Morgan Stanley Smith Barney LLC. Outside of advising, Krisko is also involved as a licensed insurance agent and runs a financial education platform. YZ Financial Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses. The firm offers a Retirement GPS program with discretionary investment management and a Financial Fitness coaching program without discretionary trading, managing approximately $9.4 million for about 22 clients. Portfolio construction combines fundamental and technical analysis, utilizing a range of investment vehicles, and includes discretionary management of 529 college savings plan accounts.

Christopher Williams is a financial advisor at Capital Fiduciary Advisors in Ashburn, VA, holding a Series 66 designation with 17 years of industry experience. He has worked at Capital Fiduciary Advisors since 2011, including a period at Andersen from 2016 to 2021. Capital Fiduciary Advisors provides wealth advisory and portfolio management services to high-net-worth individuals, trusts, estates, and institutional clients such as pension and profit-sharing plans. The firm offers personal financial planning and uses a formal due-diligence process to select third-party investment managers, supporting clients with institutional-style reporting and educational seminars.

Darren Straniero is a CFP® with 17 years of industry experience. He is the sole advisor at OnPlane Financial Advisors, an independent firm he has led since 2018. Prior to founding OnPlane, he worked for Park Ave Securities and Guardian Life Insurance for ten years each. OnPlane Financial Advisors serves individual clients and families, providing comprehensive financial planning and asset management primarily through virtual meetings. The firm employs a passive, index-oriented investment strategy and uses a fixed retainer fee model rather than percentage-of-assets billing.

Andrew Hamill is a CFA® charterholder with experience at Foxgrover Investment Partners since 2025, Atlantic Union Bank since 2021, and Wells Fargo from 2011 to 2021. He is based in Gaithersburg, MD. Foxgrover Investment Partners provides portfolio management and personalized financial planning to individuals and high-net-worth clients, using fundamental analysis, modern portfolio theory, and quantitative methods to inform investment decisions. The firm offers both non-wrap and wrap fee programs, managing portfolios with discretion based on clients’ investment policy statements.

Mark Dickson is a CFA® charterholder and the principal advisor at Tyndale Investments, LLC with 17 years of industry experience. He also operates a separate CPA practice providing tax and financial consulting services. Mark has managed Tyndale Investments since 2014 and has been a sole proprietor of his CPA practice since 2004. Tyndale Investments offers discretionary investment management to individuals, families, and not-for-profit organizations, including ERISA plans. The firm uses portfolios primarily composed of exchange-traded funds tailored to client-specific investment policies and provides comprehensive account administration, financial planning, and consulting services.

Wesley Watkis is a financial advisor with The W & W Group LLC in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Global Brokerage Services, Inc. for 16 years and World Capital Brokerage, Inc. for one year. Outside of his advisory role, he consults on cash flow projects for an information technology firm and works as an independent insurance agent. The W & W Group provides customized investment advisory services to individuals, trusts, estates, and retirement plans, managing approximately $23.8 million in client assets. The firm employs a long-term investment approach informed by fundamental, technical, and cyclical analysis, with active account monitoring and direct client access to the advisor.

Lisa Whitley is the principal of MoneyByLisa LLC, an independent advisory firm based in Washington, DC. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to founding her firm, she worked at Cape Fox Facilities Services and Your Money Line, Inc., and spent 18 years with the US Agency for International Development. Outside of her advisory work, she volunteers with Catholic Charities Financial Stability Network, providing financial coaching. MoneyByLisa LLC offers one-on-one financial coaching and written financial plans for individuals and families, focusing on areas such as cash flow, retirement, education funding, and estate planning. The firm emphasizes mindfulness, flexibility, and simplicity in its customized planning approach and does not provide portfolio management or asset custody.

Robert Walsh is a CFP® and holds a Series 65 license with 10 years of experience in financial advising. He has been with Wealthcare Financial Planning, LLC since 2015 and also manages PTS On Demand, a consulting firm that supports FEMA disaster recovery operations. Wealthcare Financial Planning, LLC provides fiduciary, fee-only investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as select institutional clients. The firm follows a documented client process and employs an investment approach based on diversification, Modern Portfolio Theory, and Fama–French research.

Martin Leclerc is the principal of Barrack Yard Advisors, LLC, an independent registered investment adviser based in Chevy Chase, MD. He holds Series 63 and Series 65 licenses and has 45 years of industry experience, including roles at Secure Strategy Group and Pickwick Capital Partners. Outside of his advisory work, he serves on the Montgomery County Maryland Board of Elections, assisting with election day operations twice a year. Barrack Yard Advisors provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily long-only, long-term investment approach focused on valuation, risk differentiation, and cash flow, incorporating options and derivatives in some accounts, which is uncommon among similar independent advisers.

Bradley Piesco is the managing principal of Magpie Consulting LLC, an independent advisory firm based in Leesburg, VA. He holds the CFP® and ChFC® designations and has 16 years of industry experience. Piesco has led Magpie Consulting since 2007. Magpie Consulting LLC provides fee-only asset management and financial planning services to individual clients, including high-net-worth and private investors. The firm uses a disciplined financial planning process and constructs diversified portfolios mainly with exchange-traded funds, offering both discretionary and nondiscretionary management options.

William Buchanan is a CFA® charterholder with 17 years of industry experience. He is the sole advisor at Katalgar Capital Management, LLC, an independent firm he has been with since 2008. Katalgar Capital Management provides portfolio management services primarily to higher-net-worth individuals, trusts, estates, and charitable organizations, focusing on taxable clients with accounts typically over $1 million. The firm employs a fundamental, long-term investment approach with customized portfolios concentrated in individual stocks, bonds, mutual funds, and ETFs.

Michael Bready Jr. is a financial advisor at Beyond Financial Planning, LLC in Bethesda, MD, with 16 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to founding Beyond Financial Planning in 2019, he worked at SB Advisory, LLC and IFS Securities from 2016 to 2019, and at Farther from 2025 to 2026. Beyond Financial Planning serves individuals and high-net-worth clients by providing investment advisory services, written financial planning, and consulting, with an emphasis on managing both discretionary and non-discretionary assets. The firm employs a variety of analytic methods to tailor client portfolios and offers no-cost financial plans and retirement workshops for federal employees.

Wesley Stien is a CFP® and holds a Series 66 designation with 18 years of industry experience. He has been the sole advisor at Lodestar Financial Management, LLC since 2010. Lodestar Financial Management is a fee-only independent advisory firm serving individuals, families, and small business owners with comprehensive financial planning. The firm emphasizes asset allocation, diversification, and balancing long-term growth, liquidity, and income needs, typically recommending mutual funds, ETFs, and fixed-income instruments while managing client accounts primarily on a non-discretionary basis.

Lamar Watson, a CERTIFIED FINANCIAL PLANNER™ professional, founded Dream Financial Planning to serve the needs of young professionals and minorities who typically don’t have access to fee-only and fiduciary financial planning. Prior to founding Dream, Lamar worked at a wealth management firm in Reston, VA, for over a decade. At his most recent firm, he served as the lead research analyst on a team of advisors that managed approximately $2 Billion in assets. He also served as a Vice President and Financial Advisor in the Private Wealth Management division. In this role, he worked with hundreds of clients across the country to help them meet their financial goals. Lamar’s proprietary process, the DREAM Financial Planning Process™, is the culmination of 15+ years of industry insight and experience. Less than 30% of all CFPs nationwide are in their 20s and 30s. I use The DREAM Financial Planning Process ™ to help my clients save, grow, and protect their wealth. We operate as a virtual firm and offer evening and weekend meetings for our client’s convenience. Ask about our unique pricing structure that starts at $100 per month for young professionals. We don’t have asset minimums for our clients. Less than 3.5% of all the 80,000 Certified Financial Planners (CFPs) in the United States are black or Latino, according to a new survey from the CFP Board Center for Financial Planning. Put another way; there are just 2,700 black or Latino CFPs in America; 1,200 blacks and 1,500 Latinos. Born in D.C. and a lifelong resident of Virginia, Lamar is a die-hard fan of many Washington D.C. area sports teams, most notably the Washington Redskins. His love for the Redskins all began when his grandfather started taking him to games when he was just eight-years-old. Previously, Lamar served as a volunteer basketball coach for the Chantilly Youth Association and Frederick County Parks and Recreation. In his free time, Lamar enjoys working out, biking on the Washington & Old Dominion Trail, and traveling. Feel free to contact me to schedule a complimentary 30-minute phone call to see if Dream Financial Planning is a good fit for you and your family.

Srinivas Sundaragopal is the sole advisor at AlgoMinds Capital, LLC in Centreville, VA. He holds a Series 65 designation and has one year of experience in the financial advisory industry. Prior to founding AlgoMinds Capital, he held roles at various firms including Elevance Health and Saxon Global Inc. AlgoMinds Capital provides discretionary portfolio management focused on aggressive growth through concentrated exposure to leveraged exchange-traded funds and short-duration cash instruments. The firm employs systematic strategies combining quantitative, technical, and fundamental analysis to actively manage portfolios primarily for individual investors who accept a high level of risk.