Taiyoung Lee is a financial advisor at Wealthy & Wise Family Office with 20 years of industry experience. He holds a Series 65 designation and has worked at PTC International Portfolio Management, Inc. since 2000 and at PTC International Inc. since 1981. Outside of his advisory role, he consults for small and mid-size companies in South Korea, focusing on business development. Wealthy & Wise Family Office provides investment advisory and wealth management services to small business owners, professionals, and a variety of individual and institutional clients. The firm employs a customized investment process with discretionary portfolio management and offers comprehensive financial and family-office planning services.

Richard Gloekler is a financial advisor at Marks Wealth Management in Ellicott City, MD. He holds a Series 65 designation and has recently started his career in financial advising, with prior experience at the University of Maryland. 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 an investment approach focused on globally allocated portfolios and active management.

Leon Malnik is a financial advisor with Malnik Wealth Management, LLC in Clarksville, MD, holding Series 63 and Series 66 licenses and over 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and The Retirement Group, LLC. Outside of advisory work, he is involved in selling fixed insurance and annuity products and owns an insurance agency. Malnik Wealth Management provides personalized asset management primarily focused on retirement preparation and ongoing portfolio oversight for individuals and families. The firm manages approximately $79 million for around 150 clients, employing a mix of active and passive strategies across equities, ETFs, and fixed income, with services including management of held-away retirement accounts.

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.

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 at Legacy Financial Advisors with 26 years of industry experience. He holds Series 65 and Series 63 licenses and previously spent 29 years at T. Rowe Price Investment Services, Inc. before joining Legacy Financial Advisors in 2026. Legacy Financial Advisors offers financial planning, investment management, retirement plan advisory, and business consulting services to individuals, families, trusts, retirement plan sponsors, and business entities. The firm emphasizes a disciplined, goals-based investment process and provides both discretionary and non-discretionary arrangements, along with a technology platform for consolidating client financial information.

Jordan Wilson is a CFP® professional with 12 years of industry experience. He is currently with Blueprint Wealth Management Inc. in Ellicott City, MD, and has held registered representative roles at Steven M. Molesky and Associates and Kalos Capital since 2013. Blueprint Wealth Management serves individual and high-net-worth clients with integrated financial planning and discretionary investment management, emphasizing long-term, broadly diversified allocations implemented primarily through indexed mutual funds and ETFs.

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.

James Lee is a financial advisor with Lee Financial Associates, Inc. in Ellicott City, MD, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has worked at OSAIC and Lee Financial Associates, LLC since 2004 and 2005 respectively. In addition to his advisory role, he serves as president of Lee Financial Associates, Inc., where he also acts as an insurance agent. Lee Financial Associates serves individuals, families, pension and profit-sharing plans, and business entities through a two-advisor team supporting about 39 client relationships. The firm emphasizes written financial planning and arranges investment management by selecting and monitoring third-party money managers, primarily using SEI model portfolios while clients retain custody with those third parties.

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 in Ellicott City, MD, holding a Series 66 designation with 14 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services before joining Marks Wealth Management in 2020. Marks Wealth Management provides comprehensive wealth management and investment advisory services primarily to individual clients and related entities. The firm manages portfolios on a discretionary basis, employing a global allocation approach that integrates both fundamental and technical analysis, with an emphasis on ETFs.

Brian Smoot is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has been with OSAIC and Lee Financial Associates since 2016. Outside of advisory work, he is also licensed as an insurance agent, providing clients with insurance solutions related to death benefit and disability needs. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by proprietary technology and access to multiple custodial platforms.

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.

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.