Joshua Malnik is a financial advisor at Malnik Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, TD Ameritrade, and The Retirement Group LLC. In addition to advisory work, he is also licensed to sell fixed and traditional insurance products. Malnik Wealth Management, LLC provides personalized asset management primarily to individual clients and their families, focusing on retirement preparation and ongoing portfolio management. The firm employs fundamental analysis and proprietary allocation models to build portfolios using individual equities and income-oriented ETFs, combining active and passive strategies according to client goals.

James Roland II is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He is currently with Foundation Financial Advisors, Inc. and has previously worked at Commonwealth Financial Network and Sanders Morris Harris Inc. Outside of advising, he spends a portion of his time selling fixed insurance products. Foundation Financial Advisors provides financial planning and consulting primarily to individual clients, focusing on comprehensive planning and portfolio analysis rather than discretionary investment management. The firm offers services including investment analysis, tax planning, risk management, and estate and retirement planning, and is notable for using fixed or hourly fees instead of percentage-based asset management fees.

William Berger is a financial advisor with White Oak Wealth Management in Columbia, MD, holding a Series 65 designation and 13 years of industry experience. He previously worked at Oakmont Wealth Advisory, LLC from 2019 to present and Great Lakes & Atlantic Wealth Management from 2016 to 2018. Berger is also the owner of White Oak Wealth Management, LLC, an entity with partial ownership of Oakmont Wealth Advisory, LLC. White Oak Wealth Management serves individuals, including high net worth clients, as well as trusts, estates, and charitable organizations, providing discretionary portfolio management, integrated financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach that incorporates fundamental, technical, quantitative, charting, and cyclical analysis and uses borrowing, leverage, derivatives, and alternative investments within separately managed accounts when appropriate.

Edward Wuenschell is a financial advisor at World Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with World Capital Advisors since 2011. In addition to his advisory role, he is the owner of FW Benefit Professionals, LLC, a firm specializing in employee benefits and retirement plan advisory services. World Capital Advisors provides investment advice, asset management, and fee-based financial planning to individuals, trusts, pension plans, and corporate clients. The firm uses a combination of third-party managers and proprietary analysis to implement client strategies and offers a range of planning services including estate, retirement, and business succession planning.

Edward Lu is a financial advisor at Blackfield Capital Management LLC with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Morgan Stanley and Cambrian Asset Management. Lu is also a licensed insurance agent and offers insurance products to clients when appropriate. Blackfield Capital Management provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, focusing on a small number of client relationships. The firm’s investment process is based on fundamental analysis and includes a broad range of strategies, with a notable emphasis on including held-away private investments in fee calculations.

Asitha De Silva is a CFA® charterholder with six years of industry experience. He is currently with Capital Squared Financial LLC and has previously worked at Rock Den Advisors, Sweetbay Capital Management, UBS AG, and UBS Securities. Outside of his advisory role, Mr. De Silva is a shareholder in MRQ Holdings, a property investment and charitable foundation in Sri Lanka, though he has no operational duties there. Capital Squared Financial provides wealth management, investment management, and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm uses a combination of passive and active investment vehicles guided by modern portfolio theory and offers socially responsible investment options upon client request.

Catherine Jackson is a CFP® and holds a Series 66 license with nine years of industry experience. She has been with Marks Wealth Management since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Marks Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm provides comprehensive wealth management services, combining financial planning, consulting, and discretionary portfolio management with a focus on actively managed, globally allocated portfolios primarily using ETFs.

I specialize in helping clients with Tax-Efficient Retirement Planning and Investment Management. I can help you: (1) assess your overall retirement preparedness, (2) design an actionable and easy-to-understand plan to achieve your goals, (3) develop an investment strategy that matches your specific needs and preferences. Over the past 15 years in the wealth management industry, I had an opportunity to work at one of the most prominent investment management firms, a boutique firm that focused entirely on stock research and later at one of the top regional RIA firms. I also co-founded a wealth management group that was later acquired by a CPA firm. In his previous role as the Chief Investment Officer (CIO), I directed the management of over $350,000,000 in assets on a discretionary basis for over 150 individuals, families and trusts. I developed numerous financial plans for a diverse group of clients which gave me a deep understanding of what is needed to create a personalized and comprehensive plan. Visit our website to learn more: www.csqfinancial.com Schedule a free consultation: https://scheduler.zoom.us/alex-seleznev/intro-meeting-with-alex-seleznev I look forward to talking with you!

Daniel Pereira is a CFP® with 10 years of industry experience, currently serving as an advisor at Hwa Financial Group. His prior experience includes roles at Bank of America, Merrill, WMS Partners, and Royal Alliance Associates. Hwa Financial Group serves individual clients, including high-net-worth households, offering discretionary portfolio management, financial planning, investment consulting, and retirement plan services. The firm employs a diverse investment approach utilizing individual securities, mutual funds, ETFs, and independent managers, with portfolios typically managed on a discretionary basis.

Derek Johnson is a financial advisor at Ferguson-Johnson Wealth Management, Inc. in Rockville, MD, holding a Series 65 designation with 26 years of industry experience. He has been with the firm, formerly known as Ferguson Asset Management, since 2000. Ferguson-Johnson Wealth Management is a fee-only registered investment adviser serving individuals, retirement plans, trusts, and nonprofit entities. The firm employs a process-driven, research-based passive investment approach emphasizing broad diversification through ETFs, no-load index funds, and engineered-index funds, managing approximately $316 million across about 190 client relationships.

Anne Claire Nornhold is a financial advisor at Garritt Financial Solutions LLC with three years of industry experience. She holds a Series 65 designation and has worked at Garritt Financial Solutions since 2023. In addition to her advisory role, she is co-owner of Blossom Laboratories. Garritt Financial Solutions provides financial planning and investment management primarily to individual clients and employer retirement plans. The firm follows a passive investment approach using low-cost index funds and ETFs and offers a range of planning services, including retirement, tax, and estate planning, along with employee benefits optimization.

Franklin Koonce is a financial advisor at Montgomery Investment Management Inc with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Montgomery Investment Management and Koonce Securities, Inc. since 1994. Montgomery Investment Management serves high-net-worth individuals, families, trusts, retirement accounts, charitable organizations, and institutional clients, focusing on larger accounts with a value-oriented, fundamental analysis investment approach. The firm maintains a relatively small client base and manages portfolios that are concentrated in 20–30 securities, emphasizing companies with sustainable competitive advantages and often targeting underfollowed or turnaround situations.

David Reidy is a financial advisor at First Growth Capital LLC with 13 years of industry experience and holds a Series 65 designation. His work history includes roles at ISGAM US LLC, The Parkridge Companies, LLC, and The Parkridge Group, LLC. First Growth Capital LLC provides financial planning and investment advisory services to individuals, families, trusts, foundations, separately managed accounts, and other advisory firms. The firm employs a combined top-down market and cash-flow analysis with proprietary security selection to construct diversified portfolios that include equities, fixed income, hard assets, alternatives, and derivatives, offering ongoing monitoring and rebalancing tailored to client-specific restrictions.

De Huang is a financial advisor at The J.O. Johnson Group Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade Investment Management, Scottrade, Merrill, and Bank of America. Outside of his advisory role, De Huang works as a quality assurance analyst for a proprietary trading firm that funds futures traders. The J.O. Johnson Group Inc. 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 discretionary portfolios across a range of asset classes, including equities, fixed income, ETFs, and options strategies.

Benjamin Brown is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with Entelechy LLC since 2017 and previously worked at Focus Wealth Management, Ltd. from 2014 to 2017. Entelechy serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, investment management, tax preparation, and educational seminars. The firm employs a primarily passive investment strategy using diversified portfolios of index funds and ETFs, managing approximately $250 million in discretionary assets for around 80 clients within a single-advisor practice.

Valeria Suaza Salamanca is a financial advisor at Ortman Financial Planning with a Series 65 designation and one year of industry experience. Her prior roles include positions at LifeGuide Financial Advisors, Wolford Companies, Inc, and Messiah University. Ortman Financial Planning serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm uses a passive, asset-class investment approach complemented by fundamental and cyclical analysis, and offers educational seminars at no cost to attendees.

Brendon Worst is a CFP® with four years of industry experience, currently serving at Cedar Spring Advisors, LLC. He has previously worked at Northrop Grumman and Freshly, Inc., and holds a Series 65 license. He is also involved with Halcyon Financial as an insurance agent. Cedar Spring Advisors serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm manages approximately $169 million in assets and employs a range of investment strategies tailored to client goals and risk tolerance.

John Bacci is a CFP® and ChFC® with 41 years of experience in financial advisory services. He has been with Foundation Financial Advisors, Inc. since 1997, where he also serves as President and Owner. Outside of his advisory role, Bacci has taught a finance-related course at Anne Arundel Community College. Foundation Financial Advisors, Inc. provides fee-for-service financial planning and consulting to individual clients, covering areas such as investment analysis, tax planning, risk management, and estate planning. The firm focuses on tailored written financial plans without discretionary asset management and offers implementation through Commonwealth Financial Network.

Genti Cici is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He is the founder of StandUP Advisors, where he has served as a fiduciary advisor since 2017. In addition to his work at StandUP Advisors, he provides financial planning and fiduciary advice to clients through an independent contractor relationship with InvestEd. StandUP Advisors is a fee-only fiduciary firm serving individuals, families, trusts, estates, and charitable organizations. The firm uses a customized, goals-based process and manages assets on a discretionary basis with a broadly diversified, ETF-style global investment approach, offering both all-ETF core strategies and core-satellite options.

Alexander Campbell IV is a financial advisor at A.G. Campbell Advisory, LLC with one year of industry experience. He previously worked at Stepstone Group LP for three years and spent six years in education before entering the financial sector. A.G. Campbell Advisory provides discretionary and non-discretionary investment management, financial planning, access to third-party managers, and family office services to individuals, high-net-worth families, and institutional clients. The firm manages approximately $403.9 million across a client base of 61, focusing on diversified portfolios and ongoing monitoring with options for both discretionary and non-discretionary account management.