Dale Mason is a financial advisor with MG Capital Partners, LLC, holding a Series 65 license and six years of industry experience. He has worked at MG Capital Partners and Kaufman Accounting since 2020 and owns his own CPA business, Dale Mason, CPA & Co., where he provides international tax consulting services. MG Capital Partners, LLC offers ongoing portfolio management and standalone financial planning primarily to individual and high-net-worth clients. The firm employs a non-discretionary advisory model, utilizes modern portfolio theory, and manages approximately $83.3 million in non-discretionary assets.

Davis Gardner is a CFP® professional at Omega Wealth Management LLC with six years of industry experience. He has worked at Omega Wealth Management since 2018, following prior roles at Northwestern Mutual and Virginia Tech Services. Omega Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, managing approximately $310 million for around 121 clients through a team of four advisors. The firm offers goals-based, tax-aware investment management combined with life and wealth planning, using both discretionary and non-discretionary account arrangements, and emphasizes client education through seminars and webinars.

Elizabeth Remick is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. She has been with Ithaka Financial Planning, LLC since 2010. Ithaka Financial Planning provides integrated financial planning and portfolio management for individuals, high-net-worth clients, and personal trusts and estates. The firm’s approach emphasizes customized portfolios based on Modern Portfolio Theory, using primarily open-end index funds and ETFs, with ongoing monitoring and rebalancing.

Jose Sobrado is a CFA® charterholder with seven years of industry experience. He is currently with MG Capital Partners, LLC and previously worked at Innovation Partners, LLC, The Prudential Insurance Company of America, and Pruco Securities, LLC. He is also a licensed insurance agent. MG Capital Partners, LLC provides ongoing portfolio management and financial planning primarily to individual and high-net-worth clients. The firm operates on a non-discretionary advisory model, using modern portfolio theory and long-term trading strategies while leaving execution authority with clients.

Hi! I'm Sefa, a CERTIFIED FINANCIAL PLANNER™ and a fiduciary advisor who helps people with cross-border ties (e.g. international families, globally mobile professionals and cross-border entrepreneurs) live their best lives without worrying about money. I also have extensive experience working with globally-mobile professionals and executives who receive equity compensation (RSUs and employer stock options). My practice approach is hands-on and ongoing. I essentially act as a personal CFO: helping my clients to manage their overall financial life and life events - beyond just investments. Together, we tackle: -Cash flow and budgeting -Saving for goals and major purchases -Investments -Tax strategy -Insurance planning -Estate planning -Financial independence and retirement planning ...and the various life events that come up. Typical client questions for me: How do I manage/plan for cash flow and savings when international travel is central to my family values? How do I manage cash flow and accounts in different currencies? How do I plan for retirement when I’m not sure where I’ll retire? How do I manage my equity when some of it was granted while I worked overseas? How do I think about real estate (overseas and here in the US)? How do I minimize taxes when I have tax obligations in different countries? How do I save for my children’s college when I’m not sure where in the world they will go to college? How do I support family here and abroad? If you’re seeking a long-term partnership with a comprehensive financial planner who can guide you through all aspects of your financial life in the US and wherever life may take you, please send me a note and we can figure out if we’re a mutual fit.

Bernard Suissa is a financial advisor with Suissa Private Wealth and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including roles at RBC Capital Markets, Wells Fargo Clearing, and Morgan Stanley Private Bank. Outside of finance, he is involved as a silent partner in an indoor gardening store and has ownership stakes in businesses related to food manufacturing and guest accommodations. Suissa Private Wealth provides discretionary and non-discretionary investment management and financial planning services to individuals, high net worth clients, non-profits, endowments, retirement plans, and corporations. The firm focuses on fundamental analysis and asset allocation, offering a long-term investment approach with periodic reviews and the use of both internally managed portfolios and external money managers.

Brittany Chapman is a CFP® at District Capital Management, LLC with experience spanning roles in financial advising since 2023. Her prior work includes positions at Amara Financial, North Financial Advising, and Artemis Consulting, as well as service in the U.S. Navy from 2014 to 2022. Outside of financial services, she worked at Starbucks Coffee Company from 2018 to 2021. District Capital Management serves individual clients, businesses, and charitable organizations with discretionary investment management and financial planning. The firm offers comprehensive and shorter planning sessions alongside educational seminars, using a long-term, fundamental approach with diversified portfolios and internal artificial-intelligence tools to support research and risk monitoring.

Jiyang Liu is a financial advisor at OSAIC with five years of industry experience. He holds the Series 66 designation and has previously worked at SagePoint Financial, Inc. and Pinion Financial Services. Liu assists financial advisors as part of his role at Pinion Financial Services. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies supported by technology-driven portfolio management tools and offers access to various custodial platforms and third-party managers.

Laura Markoff is a financial advisor at Meritis Wealth Management, Inc. with 21 years of industry experience. She previously worked at Morgan Stanley for 10 years and then at Wells Fargo under the Meritis Wealth Management name for six years before joining Meritis as a supported firm in 2025. She holds a Series 66 license and is also a licensed insurance agent. Meritis Wealth Management serves individuals, trusts, estates, and businesses by providing customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm implements investment programs tailored to client objectives and risk tolerance, typically on a discretionary basis, and employs research from multiple sources to construct portfolios.

Kimberly Bleck is a CFP® professional with 14 years of industry experience, currently serving at Burkholder & Associates, LLC. She previously worked at Lincoln Financial Advisors for seven years. In addition to her advisory role, she is a licensed notary public. Burkholder & Associates provides discretionary portfolio management, pension consulting, and financial planning to individuals, business owners, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods to inform investment decisions and offers pension consulting services without relying on third-party managers.

Kayla Welte is a CFP® and ChFC® with five years of industry experience. She has worked at District Capital Management, LLC since 2021 and has previous experience with Colorado State University, Commander Navy Installations, and ZEIDERS Enterprises. District Capital Management serves individuals, businesses, and charitable organizations with discretionary investment management and financial planning. The firm combines a long-term, fundamental analysis investment approach with educational seminars and uses internally developed AI tools alongside human oversight.

Nicholas Burkholder is a CFP® professional with 22 years of industry experience. He has worked at Lincoln Financial and Lincoln National Life Insurance Co. for 17 years before founding Burkholder & Associates, LLC, where he currently serves as the sole member. He also offers seminars and writes articles on financial planning topics. Burkholder & Associates, LLC provides investment advisory, financial planning, and pension consulting services to individuals, high-net-worth clients, business owners, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach integrates individualized Investment Policy Statements with fundamental analysis, modern portfolio theory, and quantitative methods, managing accounts on a discretionary basis with regular monitoring and reporting.

Coe Magruder is a financial advisor at Washington Growth Strategies LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Washington Growth Strategies since 2014. Washington Growth Strategies LLC provides personalized investment management primarily to individual and high-net-worth clients, including trusts, foundations, pensions, and corporations. The firm uses fundamental research and a variety of investment instruments to create tailored asset allocation strategies, and also serves as manager of a private pooled vehicle, Washington Growth Fund, LP.

Ami Shah is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Steward Inc. Prior to joining Steward Inc., Shah worked at Hemington Wealth Management and McKinsey & Company. Outside of financial advising, Shah is a limited partner in Glimpse LLC, a digital photo frame company. Steward Inc. offers integrated wealth advisory services combining discretionary investment management with comprehensive financial planning for individuals and families. The firm manages approximately $61 million, focusing on diversified, long-term asset allocation primarily through mutual funds and ETFs, and provides ongoing portfolio supervision alongside client-specific financial plans.

Feldy Suwito is an investment advisor at BNB Wealth Management, LLC with 27 years of industry experience. He has been with Bellamah, Neuhauser & Barrett, Inc. since 1998. Outside of his advisory role, he operates a photography business specializing in family portraits and event photography. BNB Wealth Management provides investment advisory and financial planning services to individuals, trusts, small businesses, and retirement plan sponsors. The firm constructs diversified portfolios, develops individualized investment policies, and offers a wrap-fee program combining advisory, execution, and custody services.

We created Lifetime Financial to serve the professional households working for the greater good. Our clients are unintentional millionaires. It might be surprising to think of yourself as a millionaire, but when you add up the equity in your home, a lifetime of saving, high market returns, and inflation—it quickly adds up. Though modestly affluent households like yours don’t have the resources of the ultra-wealthy, you still have much of the same complexity and the need for regular guidance. Typically, these households hold an average of $1.5 million in liquid assets and are often underserved by the financial community. Eighty percent of high-net-worth and mega-millionaires work with financial advisors to plan and manage their finances, but only 60% of unintentional millionaires do. We provide extensive, full-service financial planning and investment management with great services and ongoing support at a reasonable price. We are independent fiduciaries and keep our fees low, well below Wall Street rates, while providing services they don’t offer. An important distinction is that we are a Fee-Only firm, which is often confused with Fee-Based which is more common in larger firms. In contrast to Fee-Only, Fee-Based advisors receive commissions on products they sell you. We are only paid by you. Our typical clients are nonprofit professionals and those working for the greater good who want expert financial help with retirement, college planning, investing, tax planning, and more. Together we will connect the dots between your financial realities and the life you long to live.

Zachary Moss is a financial advisor with Potomac Investment Company, holding a Series 66 designation and no prior industry experience. His work history includes roles at Bank of Montreal, Hamilton Ventures, Georgetown University, Potomac Investment Co, and The York School. Potomac Investment Company is a small investment management firm serving individuals, trusts, estates, charitable organizations, and retirement accounts. The firm employs a conservative, long-term investment strategy focused on diversification and fundamental analysis, managing portfolios of publicly traded equities, mutual funds, and fixed-income securities.

Alishia Parkhill is a financial advisor at Lifetime Financial with one year of industry experience. She holds a Series 65 credential and has previously worked at Coalition to Transforming Advanced Care, Capote Ventures, and LeadingAge. Lifetime Financial provides ongoing financial planning and investment management to individual and high-net-worth clients, focusing on professionals in nonprofits, higher education, and government sectors. The firm employs a systematic, asset-allocation-centered investment approach using low-cost index funds and ETFs, with an emphasis on diversification, tax-aware strategies, and life-centered planning that integrates career, philanthropy, and cash-flow coaching.

Christina Gamache is a financial advisor at Radiant Wealth Planning with 14 years of industry experience. She holds a Series 66 designation and has worked at Audax Wealth Management, LLC, UBS Financial Services Inc., and operated as a sole proprietor. Additionally, she consults for Growth Consulting Firm, LLC, where she prepares spreadsheets and analyzes statements. Radiant Wealth Planning serves individual clients with investment management and comprehensive financial planning, including retirement, estate, and tax-aware strategies. The firm integrates tax services through an affiliated entity and offers educational seminars, managing portfolios using both passive and active approaches tailored to client objectives.

Courtney Calotta is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Donalies Financial Planning, LLC since 2025 and previously spent six years with Gallant Financial Planning, LLC. Donalies Financial Planning, LLC primarily serves individual clients, including dual-income families and retirees, as well as trusts, business entities, pension plans, and charitable organizations. The firm provides comprehensive financial planning and discretionary portfolio management using a long-term, buy-and-hold approach with a core passive plus active-satellite strategy.