Jose Sobrado is a CFA® charterholder with eight years of experience in the financial services industry. He is currently with MG Capital Partners, LLC, where he has worked since 2019, and previously held roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Sobrado is also a licensed insurance agent. MG Capital Partners, LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm operates on a non-discretionary advisory model, applying modern portfolio theory and maintaining a long-term trading orientation 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 at Suissa Private Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at RBC Capital Markets, Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Merrill. Outside of finance, he is involved as a silent partner in an indoor gardening store and holds ownership interests in food manufacturing and guest suites businesses. Suissa Private Wealth is a newly registered investment adviser firm with three advisors, offering investment management, financial planning, and retirement plan advisory services primarily to individuals, nonprofits, and business entities. The firm's investment approach focuses on asset allocation and fundamental analysis, employing long-term strategies with periodic rebalancing and quarterly reviews, while also utilizing external managers for portions of client portfolios.

Brittany Chapman is a CFP® professional with experience spanning roles at District Capital Management, Amara Financial, North Financial Advising, and Artemis Consulting, as well as service in the U.S. Navy. She began her financial advising career in 2023 and is currently with District Capital Management in Arlington, VA. Prior to entering financial advising, she worked at Starbucks Coffee Company and served eight years in the U.S. Navy. District Capital Management is a fee-only financial planning firm based in Washington, D.C., serving clients across the DMV area and nationwide. The firm provides comprehensive financial planning and investment management focused on professionals in their 30s and 40s, including federal employees and tech professionals, with an emphasis on transparent, commission-free advice and virtual client service.

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 experience, currently serving as a financial advisor at District Capital Management, LLC. Her background includes roles at Colorado State University, Commander Navy Installations, and ZEIDERS Enterprises. District Capital Management is a fee-only financial planning firm based in Washington, D.C., serving clients in the DMV area and nationwide. The firm focuses on providing comprehensive, independent financial advice to professionals in their 30s and 40s, emphasizing wealth building, tax efficiency, and retirement planning.

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.

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 Creekmore is a financial advisor at Lifetime Financial with a Series 65 designation and two years of industry experience. Prior to joining Lifetime Financial, she worked at the Coalition to Transforming Advanced Care and Capote Ventures. Lifetime Financial LLC is a small advisory firm serving individuals and high-net-worth clients, particularly professionals at nonprofits, colleges, and government organizations. The firm provides comprehensive financial planning, investment management, and employee benefit consulting, emphasizing systematic investment management and tax-aware strategies.

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 firms including UBS Financial Services, Audax Wealth Management, and Growth Consulting LLC, where she also serves as a consultant. Radiant Wealth Planning serves individual clients with investment management and comprehensive financial planning, incorporating tax-aware strategies and employer retirement plan support. The firm blends passive and active investment approaches and integrates tax services through an affiliated entity, offering client education seminars in addition to portfolio management.

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.

Carolyn Nunez is a CFP® and holds a Series 65 license with 15 years of industry experience. She has been involved with the UNT PDI CFP Program since 2007. Nunez is based in Chevy Chase, MD, and is affiliated with Ithaka Financial Planning, LLC. Ithaka Financial Planning provides integrated financial planning and portfolio management services for individuals, high-net-worth clients, and personal trusts and estates. The firm emphasizes customized portfolios based on Modern Portfolio Theory and offers a range of engagement options including investment-only and hourly consulting, supported by a small advisory team.

Michael Jobe is a financial advisor at Glover Park Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for eight years. Outside of financial advising, he operates an online ticket sales business, Awesomeseating.com. Glover Park Wealth Management is a small, owner-operated SEC-registered advisory firm serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments, while also offering access to independent managers and specialist solutions.

Brandon Levenson is a financial advisor at Suissa Private Wealth with a Series 66 designation and one year of industry experience. His prior work includes roles at RBC Capital Markets, Jones Lang LaSalle, Farmland Partners, CBRE, Yelp, and Penn State University. Suissa Private Wealth is a newly registered SEC investment adviser with three advisors that provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, non-profits, endowments, and business entities. The firm focuses on long-term strategies using asset allocation and fundamental analysis, incorporating dollar-cost averaging, periodic rebalancing, and quarterly performance reviews.

Joseph Jacques is a financial advisor at Jacques Advisors, LLC in Rockville, MD, holding the CFP® and ChFC® designations with 42 years of industry experience. He has been with Jacques Advisors since 2000 and also owns Jacques and Associates, Certified Public Accounts, LLC, a separate accounting firm. Jacques Advisors serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and consulting services. The firm offers customized portfolios utilizing a blend of in-house analysis, institutional models, and third-party managers, combining advisory, brokerage, and accounting capabilities within a small, credentialed team.