Asitha De Silva is a CFA® charterholder with six years of industry experience. He is currently with Capital Squared Financial LLC and has previously worked at Rock Den Advisors, Sweetbay Capital Management, UBS AG, and UBS Securities. Outside of his advisory role, Mr. De Silva is a shareholder in MRQ Holdings, a property investment and charitable foundation in Sri Lanka, though he has no operational duties there. Capital Squared Financial provides wealth management, investment management, and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm uses a combination of passive and active investment vehicles guided by modern portfolio theory and offers socially responsible investment options upon client request.

Jamie Lapin is a CFP® with 41 years of industry experience, currently serving as an advisor at RMG Advisors in Rockville, MD. His prior experience includes roles at Grove Point Financial, LLC and Family Law Software. He has been active in the financial advisory field since 1986. RMG Advisors manages approximately $137 million for about 174 client households, offering discretionary investment management and financial planning services. The firm focuses on niche planning areas such as divorce-related financial planning and federal employee retirement planning, utilizing SEI Asset Allocation Models and sub-advisors to implement diversified client portfolios.

I specialize in helping clients with Tax-Efficient Retirement Planning and Investment Management. I can help you: (1) assess your overall retirement preparedness, (2) design an actionable and easy-to-understand plan to achieve your goals, (3) develop an investment strategy that matches your specific needs and preferences. Over the past 15 years in the wealth management industry, I had an opportunity to work at one of the most prominent investment management firms, a boutique firm that focused entirely on stock research and later at one of the top regional RIA firms. I also co-founded a wealth management group that was later acquired by a CPA firm. In his previous role as the Chief Investment Officer (CIO), I directed the management of over $350,000,000 in assets on a discretionary basis for over 150 individuals, families and trusts. I developed numerous financial plans for a diverse group of clients which gave me a deep understanding of what is needed to create a personalized and comprehensive plan. Visit our website to learn more: www.csqfinancial.com Schedule a free consultation: https://scheduler.zoom.us/alex-seleznev/intro-meeting-with-alex-seleznev I look forward to talking with you!

Anna N'jie Konte is a CFP® professional at Poder Wealth Advisors with 10 years of industry experience. She previously worked at RBC Capital Markets and also served as CEO of Dare to Dream Consulting, where she provided speaking engagement services. Poder Wealth Advisors is a state-registered firm serving individual clients, business owners, and nonprofit entities. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, offering diversified, low-cost portfolios alongside comprehensive financial planning and discretionary portfolio management.

Derek Johnson is a financial advisor at Ferguson-Johnson Wealth Management, Inc. in Rockville, MD, holding a Series 65 designation with 26 years of industry experience. He has been with the firm, formerly known as Ferguson Asset Management, since 2000. Ferguson-Johnson Wealth Management is a fee-only registered investment adviser serving individuals, retirement plans, trusts, and nonprofit entities. The firm employs a process-driven, research-based passive investment approach emphasizing broad diversification through ETFs, no-load index funds, and engineered-index funds, managing approximately $316 million across about 190 client relationships.

John Bowles Jr. is a CFP® professional with 19 years of experience at InterVest Ltd., where he has worked since 1997. Based in Chevy Chase, MD, he is one of two advisors at the firm. InterVest Ltd. provides financial planning, portfolio management, and non-discretionary asset management consulting to individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm combines document-driven financial reviews with ongoing client servicing, offering both non-discretionary advice and limited discretionary authority through SEI’s managed-account platform.

Franklin Koonce is a financial advisor at Montgomery Investment Management Inc with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Montgomery Investment Management and Koonce Securities, Inc. since 1994. Montgomery Investment Management serves high-net-worth individuals, families, trusts, retirement accounts, charitable organizations, and institutional clients, focusing on larger accounts with a value-oriented, fundamental analysis investment approach. The firm maintains a relatively small client base and manages portfolios that are concentrated in 20–30 securities, emphasizing companies with sustainable competitive advantages and often targeting underfollowed or turnaround situations.

Mario Zumbo is a CFP® professional at Preserve Private Wealth, LLC with 10 years of industry experience. He previously worked at Goldman Sachs for five years and has held roles at Strategic Advisers, Inc., Fidelity Investments, and Charles Schwab. Preserve Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, combining fundamental and quantitative analysis with a long-term trading orientation. The firm manages a relatively large pool of assets per client and offers access to a diverse range of investment vehicles including hedge funds, private equity, and digital assets.

Jiaxuan Zhuang is a financial advisor at MZ Capital, LLC with 20 years of industry experience. He has held his current role since 2005 and holds a Series 65 designation. MZ Capital Management provides discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm emphasizes a passive, asset-class allocation approach implemented with institutional funds under a buy-hold-rebalance discipline grounded in efficient market and modern portfolio theory.

Janice Henderson is a CFP® professional with 30 years of industry experience. She is the CEO and an owner of Law & Associates, Inc. and has previously worked at Raymond James Financial and Raymond James Financial Services. Henderson also holds ownership in an insurance business that manages life and long-term care insurance commissions. Law & Associates, Inc. serves individuals, trusts, estates, and business entities with wealth management services that integrate financial planning, investment advisory, and management. The firm emphasizes a financial-planning framework with diversification and asset allocation and manages client accounts primarily through Raymond James–administered programs on a non-discretionary basis.

Richard Allridge is a CFP® professional with 10 years of industry experience. He is a principal at Allridge Wealth Management, Inc., where he has worked since 2017. His prior experience includes roles at Century Financial Group, LLC and Voya Financial Advisors, Inc. Allridge Wealth Management, Inc. is an independent, fee-only wealth management firm that serves individuals, trusts, estates, charitable organizations, retirement plans, corporations, and other entities. The firm provides customized investment management and advisory services on a non-discretionary basis, focusing on client-directed portfolio management supported by fundamental and technical analysis.

Benjamin Brown is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with Entelechy LLC since 2017 and previously worked at Focus Wealth Management, Ltd. from 2014 to 2017. Entelechy serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, investment management, tax preparation, and educational seminars. The firm employs a primarily passive investment strategy using diversified portfolios of index funds and ETFs, managing approximately $250 million in discretionary assets for around 80 clients within a single-advisor practice.

Denislav Dantev is a financial advisor at MG Capital Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. His prior work experience also includes roles at Bankers Life, Acn, Uber, and Continental Pools Inc. MG Capital Partners, LLC provides ongoing portfolio management and standalone financial planning primarily to individual and high-net-worth clients. The firm operates on a non-discretionary advisory model using modern portfolio theory and a long-term trading approach while allowing clients to retain execution authority.

Heather Mcgolerick is a financial advisor at Meritis Wealth Management, Inc. with 29 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Meritis Wealth Management serves individuals, trusts, estates, and businesses with customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm uses a tailored, generally discretionary investment approach with ongoing monitoring, drawing on a combination of third-party research, fundamental and technical analysis, and may include sub-advisors as part of client strategies.

Ramzi Baklouti is a CFP® with 12 years of industry experience, currently serving as Vice President at Law & Associates Inc in Glen Echo, MD. He has been associated with Raymond James Financial Services since 2013. In addition to his advisory role, he prepares investment performance and financial reports for the firm. Law & Associates Inc provides wealth management services to individuals, trusts, estates, and business entities, including specialized Divorce Financial Analysis. The firm emphasizes a financial-planning approach with diversified asset allocation and manages accounts primarily through Raymond James–administered programs on a non-discretionary basis.

Valeria Suaza Salamanca is a financial advisor at Ortman Financial Planning with a Series 65 designation and one year of industry experience. Her prior roles include positions at LifeGuide Financial Advisors, Wolford Companies, Inc, and Messiah University. Ortman Financial Planning serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm uses a passive, asset-class investment approach complemented by fundamental and cyclical analysis, and offers educational seminars at no cost to attendees.

Brendon Worst is a CFP® with four years of industry experience, currently serving at Cedar Spring Advisors, LLC. He has previously worked at Northrop Grumman and Freshly, Inc., and holds a Series 65 license. He is also involved with Halcyon Financial as an insurance agent. Cedar Spring Advisors serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm manages approximately $169 million in assets and employs a range of investment strategies tailored to client goals and risk tolerance.

Eliza Jeffereis is a financial advisor at Promethium with Series 65 and Series 66 licenses and one year of industry experience. Her prior work includes roles at GWU, DECA Inc., UC Leuven-Limburg, and Noble Americas Corp. Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting services to both individual and institutional clients. The firm utilizes diversified investment strategies combining passive and active approaches, with continuous portfolio monitoring and oversight of independent managers.

John Bacci is a CFP® and ChFC® with 41 years of experience in financial advisory services. He has been with Foundation Financial Advisors, Inc. since 1997, where he also serves as President and Owner. Outside of his advisory role, Bacci has taught a finance-related course at Anne Arundel Community College. Foundation Financial Advisors, Inc. provides fee-for-service financial planning and consulting to individual clients, covering areas such as investment analysis, tax planning, risk management, and estate planning. The firm focuses on tailored written financial plans without discretionary asset management and offers implementation through Commonwealth Financial Network.

Genti Cici is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He is the founder of StandUP Advisors, where he has served as a fiduciary advisor since 2017. In addition to his work at StandUP Advisors, he provides financial planning and fiduciary advice to clients through an independent contractor relationship with InvestEd. StandUP Advisors is a fee-only fiduciary firm serving individuals, families, trusts, estates, and charitable organizations. The firm uses a customized, goals-based process and manages assets on a discretionary basis with a broadly diversified, ETF-style global investment approach, offering both all-ETF core strategies and core-satellite options.