Patrick Weinert is a financial advisor with The Money Mission Limited Liability Company in Washington, DC. He holds a Series 65 designation and has five years of industry experience. Prior to his advisory career, he served 20 years in the United States Marine Corps. The Money Mission LLC provides individualized financial planning and investment advice primarily through one-on-one calls and meetings, focusing on mutual funds and low-cost, index-tracking ETFs. The firm uses a flat-fee coaching model and emphasizes education by offering newsletters, books, and personalized coaching without discretionary portfolio management or custody of client assets.

Eli Weissman is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Advocate Wealth, LLC in Washington, DC. His prior roles include positions at Spire Investment Partners, Truist Advisory Services, BB&T Securities, and Alexandria Capital. He is also an independent insurance agent outside of his advisory work. Advocate Wealth serves individual and high-net-worth clients, as well as business owners, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes asset allocation and passive management using diversified mutual funds, ETFs, and select institutional products, while providing portfolio monitoring, rebalancing, and educational seminars.

Mary Norris is a financial advisor at MKN Wealth Management LLC in Washington, DC, with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at MKN Wealth Management since 2012, following nine years with Columbia Financial Advisors LLC. MKN Wealth Management provides discretionary asset management and tailored investment advice to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm employs individualized investment strategies with ongoing portfolio supervision, combining fundamental and technical analysis across a range of securities while maintaining client custody through a recommended institutional custodian.

George Munoz is the sole advisor at Munoz Group, holding CFP® certification along with Series 63 and Series 66 licenses, and has 21 years of industry experience. His career includes longstanding roles as a board member for multiple organizations including Altria Group, Anixter International, Marriott International, National Geographic Society, and Laureate Education, Inc. He is also a partner at Tobin & Munoz, a legal practice. Munoz Group provides financial advisory and investment-banking services primarily to business entities and high-net-worth individuals focused on emerging-market investments. The firm emphasizes project-level financial analysis and transaction advisory work, including financing, capital raising, M&A, and valuations, while clients retain control of investment decisions.

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.

Andrew Omidvar is a financial advisor at Avesta Venture Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors since 1999. Outside of his advisory role, he has been affiliated with the University of DC since 1988. Avesta Venture Advisors provides technology-focused research and advisory services to qualified investors and institutional clients, including pension plans and endowments. The firm specializes in evaluating future technologies in computer and electronics using public information and employs a project-based billing approach.

Rianka R. Dorsainvil, CFP®, is a dynamic leader and the visionary Founder and Senior Wealth Advisor at YGC Wealth, an inclusive, culturally competent and technology-forward financial planning firm. She has been celebrated as a top financial advisor for multiple consecutive years by Investopedia (most recently in 2023) and Washingtonian Magazine (most recently in 2024), as well as recognized by NerdWallet as a Black Financial Influencer to follow. Rianka is a recognized leader whose expertise is sought after both nationally and internationally. As a mother of two and an established leader, Rianka recently relaunched the firm as YGC Wealth, nodding to her roots while marking a new era of growth and service. The name YGC Wealth is both a homage to our original ethos and a representation of her evolution into a full-spectrum wealth management firm. Her approach to financial planning, deeply rooted in the empowerment of first-generation wealth-builders, transforms financial well-being into a cornerstone of personal achievement. As a past national president of the Financial Planning Association (FPA) NexGen community, Rianka has played a pivotal role in shaping the future of financial planning. Her influence extends through her active roles in CNBC's Digital Financial Advisor Council and the CFP Board’s Diversity Advisory Group. Her thought leadership has been featured across top media outlets including PBS NewsHour, Forbes, and CNBC, and she has been honored as a rising star by Investment News and one of Wealth Management’s Ten to Watch. Rianka’s commitment to diversity, equity, and inclusion in finance is unwavering. She believes that financial success should be accessible to all and that understanding and integrating one’s money culture is key to achieving sustainable financial balance. Through YGC Wealth, she continues to guide clients toward financial strategies that not only accumulate wealth but also foster a lasting, impactful legacy.

Michael Wroblewski is a CFP® professional with 17 years of experience, serving as the sole advisor at Financial Advisor For You, LLC since 2009. He is based in Washington, DC, and has a background in federal consumer policy and consumer-education projects. Financial Advisor For You, LLC provides fee-only comprehensive financial planning, hourly consultations, and educational seminars primarily for individual clients and also serves business clients such as sole proprietorships, LLCs, and corporations. The firm emphasizes strategic asset allocation using low-cost, passive investments with a focus on tax-efficient rebalancing and plan-specific constraints, offering investment recommendations as part of comprehensive planning without discretionary management or product sales.

David Middleton is a CFP®-certified financial advisor with 12 years of industry experience. He founded Middleton Advisory in 2010 and serves as its sole advisor. His credentials include Series 65 and Series 66 licenses. Middleton Advisory is a fee-only registered investment adviser providing financial planning and discretionary portfolio management for individuals, families, qualified retirement plans, and institutional clients such as foundations and trusts. The firm uses diversified, low-cost funds and may incorporate individual securities, commodities, and options, with options for socially and environmentally conscious strategies.

Dahlia Daley is a financial advisor at Daley Capital, Inc. with 15 years of industry experience. She holds the ChFC® designation and securities licenses Series 63, 65, and 66. In addition to her advisory role, she owns an independent insurance practice, dedicating about 10 percent of her time to this business. Daley Capital, Inc. provides personalized investment management and financial planning primarily for individual clients, high-net-worth individuals, trusts, estates, retirement plan participants, and small businesses. The firm emphasizes diversified, long-term portfolios guided by modern portfolio theory and the Fama–French three-factor model, utilizing ETFs and no-load mutual funds with discretionary management and periodic rebalancing.

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.

Rebecca Schreiber is a financial advisor with Flexible Finances in Silver Spring, MD, holding a Series 65 credential and three years of industry experience. She has worked at Flexible Finances since 2020 and is a partial owner of Holy Chow LLC, a restaurant in Silver Spring, where she contributes in a bookkeeping capacity. Flexible Finances serves individual and small business clients, providing financial planning, counseling, benefits analysis, budgeting, debt management, and investment recommendations. The firm emphasizes client education and independence, using a fee-for-service model with hourly or project-based billing and focuses on low-cost, liquid investments without discretionary asset management or commission-based fees.

Henry Stern is the sole advisor at HDS Capital Management, Inc., an independent firm based in Potomac, MD. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Stern has led HDS Capital Management since 1999. HDS Capital Management provides tailored portfolio management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental analysis and manager review across a broad range of securities, combining long-term and short-term strategies while continuously monitoring client accounts.

Stephanie Bigwood is a CFP® and ChFC® with 30 years of experience in financial advisory and related fields. She is the principal of Goldsborough Capital Management, LLC, a firm she has led since 2012. In addition to her advisory work, she manages Goldsborough Tax and Accounting Services, LLC, where she prepares tax returns. Bigwood is also involved with the TowsonTowne Rotary Foundation as a board member. Goldsborough Capital Management provides investment advisory and portfolio management services to individuals, trusts, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. The firm designs portfolios tailored to clients' objectives and risk tolerance, employing a range of strategies including asset allocation, option strategies, and the use of sub-advisers.

Justin Bacon is a CFA® charterholder with nine years of experience in the financial industry. He is the principal of Own Your Monday Wealth Management, LLC, and previously worked at VWG Wealth Management, Avendra, and Fidelity. Own Your Monday Wealth Management, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management services that combine discretionary portfolio management and financial planning. The firm utilizes an investment approach based on asset allocation and Modern Portfolio Theory, employing both passive and active vehicles tailored to clients’ objectives and risk tolerances.

I’m an advice-only financial planner based in North Bethesda, MD. I offer three services: The Hour, The Plan and The Clubhouse. My current clients are generally seeking help with: 1) Planning for retirement or financial independence (FIRE). 2) Major life decisions such as getting married, buying a home, starting a family, receiving an inheritance, starting to invest, etc. 3) A second opinion on their self-managed or advisor-managed investment portfolio. Check my guide, Where to Start With Money? https://nineinningfinance.com/writing/nine-inning-finance-guide-where-to-start-with-money To learn more, visit www.nineinningfinance.com. Read Nick’s newsletter here: https://moundvisits.substack.com/

Denise Leish is the sole advisor at Money Plans, an independent firm based in Silver Spring, MD. She holds a Series 65 designation and has 27 years of industry experience. Denise has been with Money Plans since 1983. Money Plans offers fee-only investment and financial planning services to individuals and families, providing discretionary money management, one-time investment reviews, comprehensive financial planning, and hourly consultations. The firm’s investment approach emphasizes tax- and cost-efficiency using low-cost ETFs and institutional share classes, with portfolios managed for diversification, price-earnings discipline, capital preservation, and tactical use of inverse and leveraged ETFs when appropriate.

Brandon Lloyd is a financial advisor at Mountain View Wealth Management LLC in Arlington, VA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at Mountain View Wealth Management since 2017 and previously at Wells Fargo Clearing Services. Outside of advisory work, he is involved in several real estate investment ventures as an owner and president of multiple LLCs. Mountain View Wealth Management LLC is an independent registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers pension consulting and employs a comprehensive investment approach incorporating fundamental, quantitative, technical, and modern portfolio theory analyses, including the use of borrowing within separately managed accounts.

David Nanigian is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Mount Ararat Financial Services LLC. His prior roles include positions with the CFP Board and academic appointments at San Diego State University and California State University, Fullerton. Mount Ararat Financial Services LLC focuses on financial planning, fund selection, and advisory services primarily for Armenian-American clients and provides a Fractional Chief Investment Officer service to other advisory firms. The firm emphasizes Strategic Asset Allocation based on Modern Portfolio Theory and operates mainly on a non-discretionary basis without taking custody of client assets.

Olac Pallan Gayol is a financial advisor with OPG Asset Management in Bethesda, MD, holding Series 63, 65, and 66 licenses and five years of industry experience. His background includes roles at firms such as Merrill Lynch, Deutsche Bank Americas, and Onyx Bridge Wealth Group. OPG Asset Management serves individuals, high-net-worth clients, retirement plan sponsors, trusts, and business entities with a variety of investment advisory services, including discretionary and non-discretionary asset management and financial planning. The firm uses portfolio models and multiple research methods to implement asset-allocation, ETF, structured-product, and alternative strategies, with an emphasis on tax management and portfolio transition tools.