Kelly Barrow is a CFP® professional with eight years of industry experience, currently operating as the sole advisor at Cedar Grove Financial Planning, LLC. Prior to founding Cedar Grove in 2022, she worked at TIAA and TIAA-CREF Individual & Institutional Services from 2015 to 2020. Cedar Grove Financial Planning is a fee-only, state-registered firm that provides comprehensive fiduciary financial planning through flat-fee and limited hourly engagements. The firm serves individuals and families, including U.S. Foreign Service personnel and military service members living abroad, emphasizing behavioral finance and goal-driven planning without managing client assets.

I founded GuidePoint because I believe that fee-only financial planning is the road map to an amazing place – financial freedom. Financial freedom gives you the power to plan for endless possibilities. It is the power to retire early, send your kids to any college, or spend more of your precious time with the ones that matter most. For me, this all begins by working in a transparent, fee-only manner. This means every day we are working for you and your best interests. Together we will explore valuable planning opportunities, uncover financial blind spots, and achieve an even greater tomorrow. As a planner, one of my favorite quotes is, "The best time to plant a tree was 20 years ago - the second best time is now." If you have never worked with a fee-only planner before, I am excited to share our distinct approach with you. I offer a free 30-minute call where you can ask me any financial questions you may have.

Alessandro D'agaro is a CFA charterholder and principal of D'Agaro Financial Advisory LLC, an independent advisory firm based in Alexandria, VA. He has one year of experience at his current firm and previously worked for six years at Thrivent Asset Management. D'Agaro Financial Advisory LLC provides investment management and comprehensive financial planning services to individual and high-net-worth clients on a fee-only, fiduciary basis. The firm integrates fundamental equity analysis with Modern Portfolio Theory, primarily using passive funds and ETFs, and offers flexible planning options including project-based engagements.

Timothy Gardner is a financial advisor at Chatham Wealth Management, LLC, an independent firm based in McLean, VA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to founding his current firm, he worked at Securities America Advisors and Osaic Wealth, Inc. Outside of his advisory role, he serves as a part-time lifeguard at a local recreation center. Chatham Wealth Management is a fee-only, independent registered investment adviser that manages discretionary assets for a small client base. The firm provides investment management, financial planning, and retirement plan consulting, combining passive and active strategies with an option for socially responsible investments, and operates exclusively through a wrap fee program.

Vincent Lucas is a financial advisor and CPA based in McLean, Virginia, with over 20 years of industry experience. He is the sole advisor and owner of Vincent C. Lucas, C.P.A., P.C., where he has worked since 1990. In addition to his advisory role, he holds a management position at Lucas, Moreland and Mastbrook, Inc., a tax and accounting firm with which he has been associated since 2011. His firm provides personalized financial planning and investment advisory services to individuals, small business retirement plans, trusts, estates, and other entities. As a CPA-operated registered investment adviser with affiliated accounting and insurance services, the firm emphasizes tax-conscious portfolio construction, long-term asset allocation, and diversification, managing a select client base with a focus on mutual funds, ETFs, equities, and bonds.

Most professionals, pre-retirees, and retirees have gaps in their financial plans that cost time, money, and peace of mind. These gaps often appear not because of poor planning, but because life itself keeps evolving. Careers change, families grow, tax laws shift, and priorities move. Over time, even the most well-intentioned plans can lose alignment with the lives they were built to support. With15+ years of working closely with individuals and families, I’ve seen firsthand how the right guidance and a truly collaborative relationship can make all the difference. At Addax Bridge Financial we believe every client’s story is unique, which is why every plan is too. Together, we look beyond numbers and portfolios to understand what matters most; your goals, values, and the life you’re building. From there we help close the gaps through a comprehensive approach that brings every part of your financial life into alignment by integrating: - Holistic or Goal-Based Financial Planning – aligning your finances with what matters most to you - Retirement Planning – creating a confident path to and through retirement - Investment Management – disciplined, research-driven portfolio construction and management - Tax Planning – strategies to help minimize taxes and maximize wealth - Estate Planning – preserving your legacy for the next generation - Insurance Planning – protecting what you’ve worked so hard to build - Education Planning - guiding families to fund futures with confidence As a Fiduciary and Fee-Only Wealth Management and Financial Planning firm, our mission is to simplify the complexities of finance, giving clients clarity, confidence, and a trusted partner at every stage of life. We focus on fewer relationships, that way we’re able to go deeper, understanding what matters most to you and staying involved every step of the way. It’s the kind of thoughtful, one-to-one partnership that larger firms simply can’t match.

Robert Tucker is the sole advisor at Professional Financial Services, Inc. in Venice, FL, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 47 years of industry experience and has worked at firms including LPL Financial and Grove Point Investments. Tucker has maintained his independent advisory business since 1983. Professional Financial Services, Inc. offers financial planning and advisory services to retirement plan sponsors, business entities, and individual clients, including high-net-worth individuals. The firm emphasizes long-term, after-tax strategies and asset-class diversification through a structured multi-meeting planning process and generally does not accept discretionary trading authority, often acting as a liaison when clients engage external money managers.

Welcome to Acadia Financial Services. It’s different here. From its genesis, we have consciously built a firm that is designed to meet the financial service needs of most individuals and families, while simultaneously addressing many of the hesitations that people face when hiring an advisor. The motivation to form Acadia stemmed from my first experience with a financial advisor. As a Second Lieutenant in the US Air Force back in 1990, I was referred by a friend to his advisor. In short order, it became clear that he did not have my best interests in mind; he did a fairly good job of separating me from my money. I was so dismayed by the incident that I became my own financial advisor, determined to protect others from the same experience. Nearly thirty years later, when it was time to retire from the military, I was called to continue serving others as a Christian financial advisor. I now focus on helping clients pursue financial freedom and contentment. Again, welcome to Acadia Financial Services. I think you will like what you see.

I'm the founder of Gilmore Financial Planning. I work with people building towards financial freedom, from visualizing possibilities, to mapping out what steps to take, to actually living it. I'm a fiduciary, paid only by the flat, transparent fee we agree on, and you keep full control of your own accounts. I'm a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent, an IRS credential reflecting demonstrated tax knowledge. I race regularly at US Masters rowing regattas and love going on adventures with my husband, four boys, and two dogs. Our family budget has categories for rowing and for camping equipment. I understand what it means to plan around the things that matter.

Marjorie Burnett is a CFP® professional with 19 years of industry experience, operating MAB Financial Planning since 2006. She holds Series 65 registration and has a background that includes legal and accounting credentials, though she does not currently practice in those fields. MAB Financial Planning is an independent, fee-only sole proprietorship providing comprehensive financial planning services to individuals and families. The firm focuses on Financial Life Planning using established tools to align advice with clients’ values and life goals, and offers investment guidance based on academic principles without managing client assets or providing discretionary authority.

Patrick Weinert is a financial advisor with The Money Mission Limited Liability Company in Washington, DC. He holds a Series 65 designation and has five years of industry experience. Prior to his advisory career, he served 20 years in the United States Marine Corps. The Money Mission LLC provides individualized financial planning and investment advice primarily through one-on-one calls and meetings, focusing on mutual funds and low-cost, index-tracking ETFs. The firm uses a flat-fee coaching model and emphasizes education by offering newsletters, books, and personalized coaching without discretionary portfolio management or custody of client assets.

Eli Weissman is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Advocate Wealth, LLC in Washington, DC. His prior roles include positions at Spire Investment Partners, Truist Advisory Services, BB&T Securities, and Alexandria Capital. He is also an independent insurance agent outside of his advisory work. Advocate Wealth serves individual and high-net-worth clients, as well as business owners, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes asset allocation and passive management using diversified mutual funds, ETFs, and select institutional products, while providing portfolio monitoring, rebalancing, and educational seminars.

Mary Norris is a financial advisor at MKN Wealth Management LLC in Washington, DC, with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at MKN Wealth Management since 2012, following nine years with Columbia Financial Advisors LLC. MKN Wealth Management provides discretionary asset management and tailored investment advice to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm employs individualized investment strategies with ongoing portfolio supervision, combining fundamental and technical analysis across a range of securities while maintaining client custody through a recommended institutional custodian.

George Munoz is the sole advisor at Munoz Group, holding CFP® certification along with Series 63 and Series 66 licenses, and has 21 years of industry experience. His career includes longstanding roles as a board member for multiple organizations including Altria Group, Anixter International, Marriott International, National Geographic Society, and Laureate Education, Inc. He is also a partner at Tobin & Munoz, a legal practice. Munoz Group provides financial advisory and investment-banking services primarily to business entities and high-net-worth individuals focused on emerging-market investments. The firm emphasizes project-level financial analysis and transaction advisory work, including financing, capital raising, M&A, and valuations, while clients retain control of investment decisions.

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 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.

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.