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® professional with 12 years of industry experience, currently serving as the sole advisor at Advocate Wealth, LLC. His work history includes roles at Spire Investment Partners, Truist Advisory Services, BB&T Securities, and Alexandria Capital. He also operates as an independent insurance agent in a separate business capacity. 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 employs an investment approach focused on asset allocation and passive management, utilizing diversified mutual funds, ETFs, and select institutional products, and provides educational seminars and limited-scope fiduciary services.

Mary Norris is the sole advisor at MKN Wealth Management LLC in Washington, DC, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has led MKN Wealth Management since 2012. MKN Wealth Management is an independent registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $31.8 million across about 68 clients, employing both fundamental and technical analysis—including options and occasional private securities—to tailor discretionary investment strategies.

George Munoz is a CFP®-designated financial advisor and principal of Munoz Group with 21 years of industry experience. He has served on the boards of several organizations, including Altria Group, Anixter International, Marriott International, and the National Geographic Society. Munoz also maintains a legal practice through Tobin & Munoz and holds long-term roles with Laureate Education and other entities. Munoz Group provides financial advisory and investment banking services primarily to business entities and high-net-worth individuals, focusing on emerging-market investments. The firm specializes in project-level financial analysis and transaction advisory, without offering portfolio management or custody services.

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 Casey is a CFP® with 10 years of industry experience and is the principal advisor at American Executive Advisors, LLC. He previously worked at Retirement Wealth Advisors and currently owns MC MGMT, LLC, where he is involved in life and health insurance sales. He is also a co-founder of Bitlyf, LLC, a company developing a patent-pending system for digital assets. American Executive Advisors serves individuals, corporations, and pension or profit-sharing plans, offering comprehensive financial planning, consulting, discretionary portfolio management, and retirement plan consulting. The firm uses a tactical asset allocation approach with customized portfolios and occasionally incorporates digital assets on a non-discretionary basis.

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.

John Sharrock is the principal advisor at Rising Tides Financial Planning LLC in Alexandria, VA. He holds Series 63 and Series 65 licenses and has one year of experience in financial advising, following a 23-year career at the Department of Defense. Rising Tides Financial Planning LLC offers fee-only financial planning to individuals, high-net-worth clients, federal employees, and military personnel. The firm provides customized, ongoing planning services across a range of areas including retirement, tax strategies, estate planning, and investment analysis, without offering discretionary investment management or custody of client assets.

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® professional with 11 years of industry experience and the sole advisor at Middleton Advisory, an independent registered investment adviser based in Bethesda, MD. He has led Middleton Advisory since 2010. The firm provides financial planning and discretionary portfolio management for individuals, families, qualified retirement plans, and institutional clients including foundations, endowments, trusts, and corporations. Middleton Advisory manages approximately $22 million in client assets, implementing diversified allocations primarily through low-cost exchange-traded and no-load mutual funds, with additional strategies available. The firm also offers educational seminars for plan participants and employees and serves as an independent plan fiduciary and pension consultant.

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.

Gobinath Balasubramanian is the sole advisor at GB Investments LLC, an independent firm based in Alexandria, VA. He holds the Series 65 designation and has 10 years of industry experience, having worked at GB Investments since its founding in 2016. Prior to his advisory role, his background included engineering and quality assurance before earning an MS in finance. GB Investments provides discretionary investment management through separately managed accounts tailored for individuals, families, trusts, charitable organizations, and businesses. The firm follows a fundamental, value-oriented philosophy emphasizing concentrated, long-term equity ownership and customizes portfolios based on documented client goals, risk tolerance, and time horizon.

Mark Burkhardt is the sole advisor at Stonebrook Investment, LLC in Ashburn, VA, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with Stonebrook since 2013. Stonebrook Investment LLC provides discretionary asset management and ongoing portfolio management to individual investors, high net worth individuals, and trusts, tailoring investment programs to clients' goals, time horizons, and risk tolerances through a combination of fundamental, technical, charting, cyclical, and sector analyses.

Rebecca Schreiber is a financial advisor with Flexible Finances in Silver Spring, MD, holding a Series 65 credential and three years of industry experience. She has worked at Flexible Finances since 2020 and is a partial owner of Holy Chow LLC, a restaurant in Silver Spring, where she contributes in a bookkeeping capacity. Flexible Finances serves individual and small business clients, providing financial planning, counseling, benefits analysis, budgeting, debt management, and investment recommendations. The firm emphasizes client education and independence, using a fee-for-service model with hourly or project-based billing and focuses on low-cost, liquid investments without discretionary asset management or commission-based fees.