Daniel Cohen is a financial advisor with Impact Capital, LLC in Rockville, MD, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked at Impact Capital since 2018 and previously held roles at Ameriprise Financial Services and Kestra Financial Services. Outside of advisory work, Cohen serves as a Tax Manager at E. Cohen and Company, CPAs, where he prepares tax returns and provides tax planning. Impact Capital offers discretionary portfolio management, pension consulting, and financial planning to individual and high-net-worth clients. The firm employs a diversified investment approach combining fundamental, quantitative, and technical analysis and manages accounts primarily on a discretionary, asset-based fee basis.

Matthew Klein is a CFP® and CFA® with 19 years of industry experience. He has worked at Merrill and Bank of America before joining Lee, Kelleher & Klein Wealth Management in 2026. Lee, Kelleher & Klein Wealth Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, estates, trusts, and charitable organizations. The firm applies fundamental security analysis alongside modern portfolio theory to manage accounts with a combination of long-term, short-term, income, and hedging strategies.

Blake Luehlfing is a financial advisor at Intentional Wealth Strategies with one year of industry experience. He holds the Series 65 designation and has worked in self-employed roles prior to joining Intentional Wealth Strategies. Intentional Wealth Strategies provides integrated wealth management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an evidence-based investment approach with global diversification and tailor-made allocations based on client risk tolerance and objectives.

Joshua Malnik is a financial advisor at Malnik Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, TD Ameritrade, and The Retirement Group LLC. In addition to advisory work, he is also licensed to sell fixed and traditional insurance products. Malnik Wealth Management, LLC provides personalized asset management primarily to individual clients and their families, focusing on retirement preparation and ongoing portfolio management. The firm employs fundamental analysis and proprietary allocation models to build portfolios using individual equities and income-oriented ETFs, combining active and passive strategies according to client goals.

James Roland II is a financial advisor at Foundation Financial Advisors, Inc. with 12 years of industry experience. He holds the CFP® designation and the Series 66 license. His prior work includes more than a decade at Sanders Morris Harris Inc. and multiple periods at Commonwealth Financial Network. Roland also spends part of his time involved in fixed insurance sales. Foundation Financial Advisors provides financial planning and consulting mainly to individual clients, focusing on comprehensive planning and portfolio analysis rather than discretionary investment management. The firm offers a range of services including investment analysis, income tax planning, risk management, and estate and retirement planning.

William Berger is a financial advisor with White Oak Wealth Management in Columbia, MD, holding a Series 65 designation and 13 years of industry experience. He previously worked at Oakmont Wealth Advisory, LLC from 2019 to present and Great Lakes & Atlantic Wealth Management from 2016 to 2018. Berger is also the owner of White Oak Wealth Management, LLC, an entity with partial ownership of Oakmont Wealth Advisory, LLC. White Oak Wealth Management serves individuals, including high net worth clients, as well as trusts, estates, and charitable organizations, providing discretionary portfolio management, integrated financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach that incorporates fundamental, technical, quantitative, charting, and cyclical analysis and uses borrowing, leverage, derivatives, and alternative investments within separately managed accounts when appropriate.

Thiago Glieger is a financial advisor at RMG Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at firms including H. Beck, Inc. and Grove Point Investments. Since 2020, he has contributed as an author to FedSmith.com, an online resource for federal employees. RMG Advisors serves individual and high-net-worth clients with discretionary investment management and financial planning, specializing in areas such as divorce-related financial planning, federal employee retirement planning, and oversight of variable annuity and life-insurance sub-accounts. The firm emphasizes asset allocation and diversification through SEI Asset Allocation Models and sub-advisors, managing approximately $137 million for about 174 client households with a two-advisor team.

Edward Wuenschell is a financial advisor at World Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with World Capital Advisors since 2011. In addition to his advisory role, he is the owner of FW Benefit Professionals, LLC, a firm specializing in employee benefits and retirement plan advisory services. World Capital Advisors provides investment advice, asset management, and fee-based financial planning to individuals, trusts, pension plans, and corporate clients. The firm uses a combination of third-party managers and proprietary analysis to implement client strategies and offers a range of planning services including estate, retirement, and business succession planning.

Edward Lu is a financial advisor at Blackfield Capital Management LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Cambrian Asset Management. In addition to his advisory role, he is a licensed insurance agent offering insurance products to clients when appropriate. Blackfield Capital Management provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, focusing on a small number of client relationships. The firm’s investment approach is based on fundamental analysis and includes strategies such as long- and short-term trading, options, short sales, and margin transactions, along with facilitating access to private market investments through subscription platforms.

Erich Imphong is a CFP® with 13 years of industry experience currently affiliated with Peakstone Financial Advisors. His career includes roles at X Advisors, LLC, Plotkin Financial Advisors, LLC, Independent Financial Group, LLC, and Geier Asset Management Inc. He also serves as an officer of Oceanview Consultants, LLC, a consulting entity focused on operational efficiencies. Peakstone Financial Advisors serves individuals, including high-net-worth clients, corporations, and retirement plans, managing over $255 million in discretionary assets. The firm offers tailored financial planning and wealth management services with a long-term, risk-adjusted investment approach that includes equities, fixed income, ETFs, and alternative investments, along with differentiated features such as a wrap fee program and a Signature Services program for select clients.

Asitha De Silva is a CFA® charterholder and holds a Series 65 license with six years of experience in the financial industry. He has worked at UBS AG, Sweetbay Capital Management, LLC, and Rock Den Advisors, LLC. He is a shareholder in MRQ Holdings, a property investment and charitable foundation based in Sri Lanka. He is a principal at Capital Squared Financial LLC, a fee-only registered investment adviser serving individuals, pension plans, charitable organizations, and businesses. The firm employs a mix of passive and active investment strategies grounded in modern portfolio theory and offers both ongoing and project-based financial planning services.

Catherine Jackson is a CFP® and holds a Series 66 license with nine years of industry experience. She has been with Marks Wealth Management since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Marks Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm provides comprehensive wealth management services, combining financial planning, consulting, and discretionary portfolio management with a focus on actively managed, globally allocated portfolios primarily using ETFs.

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.

Daniel Pereira is a CFP® with 10 years of industry experience, currently serving as an advisor at Hwa Financial Group. His prior experience includes roles at Bank of America, Merrill, WMS Partners, and Royal Alliance Associates. Hwa Financial Group serves individual clients, including high-net-worth households, offering discretionary portfolio management, financial planning, investment consulting, and retirement plan services. The firm employs a diverse investment approach utilizing individual securities, mutual funds, ETFs, and independent managers, with portfolios typically managed on a discretionary basis.

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.

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 CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is currently with Preserve Private Wealth, LLC and has previously worked at Goldman Sachs, Strategic Advisers, Inc., Fidelity Investments, and Charles Schwab. Preserve Private Wealth, LLC provides financial planning and investment advisory services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and quantitative analysis with a long-term trading approach, managing a relatively small client base with access to a broad range of investment vehicles.

Irina Gabidullina is a CFP® and Series 65 credentialed advisor at Donalies Financial Planning, LLC with six years of industry experience. She previously worked at Gallant Financial Planning and Lighthouse Financial Planning, LLC. Donalies Financial Planning, LLC provides financial planning and discretionary portfolio management to individuals, business entities, trusts, retirement plans, and charitable organizations, with a focus on dual-income families and those preparing for or in retirement. The firm’s investment approach combines Modern Portfolio Theory with a passive core and active satellite positions, using tax-aware strategies and third-party planning tools.