I'm the founder of Gilmore Financial Planning. I work with people building towards financial freedom, from visualizing possibilities, to mapping out what steps to take, to actually living it. I'm a fiduciary, paid only by the flat, transparent fee we agree on, and you keep full control of your own accounts. I'm a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent, an IRS credential reflecting demonstrated tax knowledge. I race regularly at US Masters rowing regattas and love going on adventures with my husband, four boys, and two dogs. Our family budget has categories for rowing and for camping equipment. I understand what it means to plan around the things that matter.

Marjorie Burnett is a CFP® professional with 19 years of industry experience, operating MAB Financial Planning since 2006. She holds Series 65 registration and has a background that includes legal and accounting credentials, though she does not currently practice in those fields. MAB Financial Planning is an independent, fee-only sole proprietorship providing comprehensive financial planning services to individuals and families. The firm focuses on Financial Life Planning using established tools to align advice with clients’ values and life goals, and offers investment guidance based on academic principles without managing client assets or providing discretionary authority.

George Munoz is a CFP®-designated financial advisor and principal of Munoz Group with 21 years of industry experience. He has served on the boards of several organizations, including Altria Group, Anixter International, Marriott International, and the National Geographic Society. Munoz also maintains a legal practice through Tobin & Munoz and holds long-term roles with Laureate Education and other entities. Munoz Group provides financial advisory and investment banking services primarily to business entities and high-net-worth individuals, focusing on emerging-market investments. The firm specializes in project-level financial analysis and transaction advisory, without offering portfolio management or custody services.

Tamana Rajwani is a Series 65-licensed advisor at SteadyRise Financial LLC with one year of industry experience. Prior to founding SteadyRise, she worked at Holistiplan LLC and held roles at Curriculum Associates, LLC, Amalie Financial Advisors LLC, Supreme Taxes LLC, and Bloomberg Industry Group. Rajwani also has experience in tax preparation and financial services. SteadyRise Financial LLC provides financial planning and tax preparation services to individuals, including high-net-worth clients, and small business owners. The firm focuses on long-term, passive asset-allocation strategies and integrates CPA-led tax preparation with financial planning, offering fixed-fee or hourly engagements without managing client assets or custody.

Michael Casey is a CFP® with 10 years of industry experience and is the principal advisor at American Executive Advisors, LLC. He previously worked at Retirement Wealth Advisors and currently owns MC MGMT, LLC, where he is involved in life and health insurance sales. He is also a co-founder of Bitlyf, LLC, a company developing a patent-pending system for digital assets. American Executive Advisors serves individuals, corporations, and pension or profit-sharing plans, offering comprehensive financial planning, consulting, discretionary portfolio management, and retirement plan consulting. The firm uses a tactical asset allocation approach with customized portfolios and occasionally incorporates digital assets on a non-discretionary basis.

David Middleton is a CFP® professional with 11 years of industry experience and the sole advisor at Middleton Advisory, an independent registered investment adviser based in Bethesda, MD. He has led Middleton Advisory since 2010. The firm provides financial planning and discretionary portfolio management for individuals, families, qualified retirement plans, and institutional clients including foundations, endowments, trusts, and corporations. Middleton Advisory manages approximately $22 million in client assets, implementing diversified allocations primarily through low-cost exchange-traded and no-load mutual funds, with additional strategies available. The firm also offers educational seminars for plan participants and employees and serves as an independent plan fiduciary and pension consultant.

Stephen Moroz is a financial advisor at Concord Atlantic, Inc. in Falls Church, VA, holding a Series 65 designation with 21 years of industry experience. He has been with Concord Atlantic since 1993. Outside of his advisory work, he serves as an NFL-registered player financial advisor. Concord Atlantic provides discretionary investment advice and portfolio management to individuals, trusts, foundations, and corporate pension plans. The firm employs a thematic, fundamentally driven investment approach focused on cash-generative companies and manages diversified portfolios across equities, fixed income, and selected mutual funds.

Mark Burkhardt is the sole advisor at Stonebrook Investment, LLC in Ashburn, VA, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with Stonebrook since 2013. Stonebrook Investment LLC provides discretionary asset management and ongoing portfolio management to individual investors, high net worth individuals, and trusts, tailoring investment programs to clients' goals, time horizons, and risk tolerances through a combination of fundamental, technical, charting, cyclical, and sector analyses.

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.

Vanessa Alanis is a CFP® and ChFC® credentialed financial advisor with one year of industry experience. She is the principal of Black Dog Wealth, LLC, where she has worked since 2024. Her prior experience includes roles at Magellan Health, providing financial counseling to military service members and their families, and positions at Chisholm Financial Planning & Investments and Alanis Financial Solutions. Black Dog Wealth, LLC is a registered investment adviser offering investment management, financial planning, and educational seminars. The firm’s approach emphasizes modern portfolio theory and passive management, typically using asset-class weighted portfolios with index funds and ETFs, and provides both ongoing and project-based financial planning services.

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.

Ravi Myneni is a financial advisor at BanyanTree Wealth Management with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at BanyanTree Capital Advisors LLC since 2007. BanyanTree Wealth Management provides discretionary portfolio management, pension consulting, and financial consulting to individuals and institutional clients, including pension plan sponsors, trusts, and charitable organizations. The firm combines traditional individual portfolio management with institutional pension and corporate financial consulting services, emphasizing written investment policy statements and mutual-fund-based implementations.

Edrees Feda is the sole advisor at Lucrum Capital Advisors in McLean, VA, holding Series 65 and Series 63 licenses with three years of industry experience. He serves as CEO and President of multiple affiliated entities including Lucrum Capital Advisors, Lucrum Capital, Lucrum Realty, and Feda Enterprises, which involve investment management, real estate brokerage, and holding companies. He is also a licensed principal broker for residential and commercial real estate across numerous states. Lucrum Capital Advisors is a state-registered investment advisor specializing in alternative investments, primarily private real estate-related securities and private funds. The firm serves institutional, family-office, and high-net-worth clients, focusing on asset-level underwriting, acquisitions support, and portfolio monitoring through fundamental and technical analysis and third-party valuation practices.

Zefan Huang is the principal of Zefan & Company, LLC, an independent firm based in Fairfax, VA. He holds a Series 65 designation and has industry experience beginning in 2024. His prior work includes roles at Navy Federal Credit Union, the University of Hawaii at Manoa, Jiangsu International Trust Corporation Limited, and Duke University. Huang also has substantial outside employment in financial data work. Zefan & Company, operating under the trade name Occidental Wealth, provides discretionary portfolio management primarily to individuals, high-net-worth clients, trusts, estates, and business entities eligible for performance-based fee arrangements. The firm employs a top-down investment process that considers macroeconomic conditions, industry trends, and company fundamentals to tailor portfolios according to client objectives and risk tolerance.

Owen Lyons is a financial advisor at Demand Wealth with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential Financial Planning Services, Spencer Lyons Partners, LLC, and The Solutions Center. Demand Wealth serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services using ETF-based model portfolios and digital planning tools. The firm’s investment approach incorporates fundamental analysis and modern portfolio theory, with a focus on both long- and short-term trading strategies.

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.

Colleen Harrington is a CFP® with four years of industry experience. She has worked at Longview Financial Advisors, LLC, Apella Wealth, Facet Wealth, Inc., Armstrong, Fleming & Moore, Inc., and previously held a position at MedStar Georgetown University Hospital. Longview Financial Advisors provides investment management and financial planning primarily to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and institutional ERISA retirement plans. The firm uses an evidence-based, strategic asset allocation approach centered on passive ETFs and Dimensional Funds Advisors products, supplemented by active managers when appropriate.

Andrew Evans is a CFP® and ChFC® with 13 years of industry experience. He is currently an advisor at Revolution Wealth, LLC and has previously worked at PBMares Wealth Management, MML Investors Services, and MassMutual Financial Group. In addition to his advisory role, Evans works as an independent insurance sales professional, focusing on life, disability, long-term care, and fixed annuities. Revolution Wealth, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of fundamental analysis, modern portfolio theory, quantitative models, and technical analysis, offering both long- and short-term trading across various asset classes while maintaining close integration with accounting and insurance services.

Nevin Kaul is a financial advisor at Kirk Capital Advisors LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Ategra Capital Management, LLC and 1st Portfolio, Inc. since 2012. Kirk Capital Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, using firm-developed model portfolios and discretionary oversight of certain held-away retirement accounts. The firm employs a mix of modern portfolio theory, fundamental, and technical analysis in its investment approach and sponsors a wrap-fee program with institutional custody relationships.

Ben Avor is a CFA® charterholder with experience in financial services roles dating back to 2017. He currently serves as managing partner at Adnate Credit Opportunities GP I, LLC and is involved in managing multiple investment entities within the Adnate Capital group. Prior to founding Adnate Capital Management LLC, he held positions at Midcap Financial Services LLC, Capital One Bank NA, and JP Morgan Bank NA. Adnate Capital Management LLC advises private pooled investment vehicles focused on private credit, emphasizing senior-secured lending to U.S. middle-market companies through a bottom-up, credit-focused investment approach that integrates ESG considerations and risk-mitigation tools. The firm provides discretionary management primarily to funds and plans to offer separately managed accounts to high-net-worth individuals, family offices, trusts, and institutional clients.