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.

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.

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.

Freeman Jelks is a CFP® professional with 23 years of experience in financial advising. He has led FNJ 3, LLC since 2008, operating as an independent advisor in Alexandria, VA. FNJ 3, LLC provides portfolio management and financial planning services to individuals, pension plans, charitable organizations, and small businesses. The firm emphasizes tailored portfolios with a buy-and-hold approach and offers specialized pension consulting, including 401(k) plan setup, serving a diverse client base with discretionary management and quarterly reviews.

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.

Gobinath Balasubramanian is the sole advisor at GB Investments LLC, an independent firm based in Alexandria, VA. He holds the Series 65 designation and has 10 years of industry experience, having worked at GB Investments since its founding in 2016. Prior to his advisory role, his background included engineering and quality assurance before earning an MS in finance. GB Investments provides discretionary investment management through separately managed accounts tailored for individuals, families, trusts, charitable organizations, and businesses. The firm follows a fundamental, value-oriented philosophy emphasizing concentrated, long-term equity ownership and customizes portfolios based on documented client goals, risk tolerance, and time horizon.

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.

Kyle Packard is a CFP® and ChFC® with two years of experience in financial advising, currently operating as the sole advisor at Packard Wealth Strategies LLC in Alexandria, VA. He has served in the U.S. Army since 2000, concurrently with his advisory role. Packard Wealth Strategies provides discretionary investment management, financial planning, and wealth management services primarily to veterans, service members, and their families, as well as charitable organizations, corporations, and employer-sponsored retirement plans. The firm uses a priorities-driven Financial Policy Statement and an evidence-based investment approach incorporating Modern Portfolio Theory, with a notable range of services including ERISA co-fiduciary and investment manager roles for retirement plans and donor-advised fund management.

Edrees Feda is the sole advisor at Lucrum Capital Advisors, holding Series 65 and Series 63 licenses with three years of industry experience. He has held leadership roles across multiple affiliated companies, including serving as President and CEO of several holding companies and real estate brokerages. Feda is also a principal broker licensed in multiple states and oversees private investment management and securities broker-dealer operations focused on alternative investments. Lucrum Capital Advisors is a state-registered investment advisor specializing in asset management and advisory services for alternative investments, particularly private real estate–related securities and funds. The firm serves institutional-style, family office, and high-net-worth clients with a focus on asset-level underwriting, acquisitions support, and portfolio monitoring.

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.

Ryan Worch is the sole advisor at Worch Capital LLC in Rockville, MD, holding Series 66, Series 63, and Series 65 licenses with 15 years of industry experience. He has worked at Sanders Morris Harris, Inc. and Concept Capital Markets, LLC since 2011. Worch Capital provides discretionary and non-discretionary investment management, financial planning, and consulting services to individual and institutional clients, operating a private pooled investment vehicle alongside separately managed accounts. The firm employs a proprietary strategy combining momentum and swing trading with special-situations fundamental research, and it is notable for managing both a private fund and separate accounts with performance-based compensation.

Ethan Miller is a CFP® with nine years of industry experience and the sole advisor at Planning for Progress in Silver Spring, MD. His prior work includes roles at the Department for Professional Employees, AFL-CIO, and Jobs With Justice. He also serves as finance and operations director for IFPTE Local 70, a Washington, DC-based union, managing its financial operations on a part-time consulting basis. Planning for Progress serves middle- and upper-middle-income individuals and families, as well as small businesses, nonprofits, and employer plan sponsors. The firm offers comprehensive and project-based financial planning, investment management, and retirement plan consulting, using diversified, long-term asset allocation strategies tailored to clients’ goals and values.