Justin Roudiez is a CFP® and ChFC® with 16 years of industry experience. He is currently with White Oak Wealth Management, operating under Oakmont Wealth Advisory, where he has worked since 2019. His prior experience includes roles at Northwestern Mutual Wealth Management Company and affiliated entities from 2008 to 2017. Oakmont Wealth Advisory, doing business as White Oak Wealth Management, provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and charitable organizations. The firm employs a range of investment vehicles and strategies, including borrowing and derivatives within separately managed accounts, and integrates financial planning with portfolio management.

John Ohly is a financial advisor with Bontempo Ohly Capital Management, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Bontempo Ohly since 2004. Bontempo Ohly Capital Management provides discretionary investment management, financial planning, and consultation services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm uses strict quantitative modeling and customized portfolios based on client risk tolerance, time horizon, and goals, operating with discretionary trading authority and conducting ongoing portfolio reviews.

Timothy Mudd is a financial advisor at Pointer Financial Advisors LLC with 26 years of industry experience. He holds a Series 65 designation and previously worked at Chesapeake Financial Advisors for 24 years before joining Pointer Financial Advisors. Pointer Financial Advisors serves individuals, trusts, estates, charitable organizations, family businesses, and plan sponsors by providing discretionary investment management and bundled wealth management, including financial planning. The firm customizes portfolios based on client objectives and risk tolerances, uses fundamental analysis for security selection, and conducts ongoing account reviews considering factors such as time horizon and tax situation.

Farzana Sultana is a financial advisor at Crescent Meridian Capital LLC with over 23 years of industry experience. She holds a Series 66 credential and previously worked at Ameriprise Financial Services from 2010 to 2026. Outside of advisory work, she is involved in business ownership of JaMaxwell Logistics and serves on the boards of the Bangladeshi American Network for Democracy and the Holy Cross S&C Dhaka Alumni. Crescent Meridian Capital offers discretionary and non-discretionary investment management and financial planning services to individuals, families, and small businesses. The firm focuses on long-term growth, capital preservation, and risk management through diversified portfolios utilizing ETFs, mutual funds, equities, and fixed income, with an emphasis on direct management and tax-aware strategies.

Ormand Bontempo is a financial advisor with Bontempo Ohly Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Bontempo Ohly Capital Management since 2004. Bontempo Ohly Capital Management provides discretionary investment management, financial planning, and consultation services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm uses strict quantitative modeling for security analysis and manages customized portfolios based on client risk tolerance, time horizon, and goals.

Brian Scanlon is a financial advisor at Capstone, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Archstone Capital, LLC and Height Analytics, LLC, among others. In addition to his advisory role, Scanlon serves as Director of Institutional Sales at Capstone, focusing on policy research and access to related events. Capstone serves institutional investors such as mutual funds, hedge funds, private equity firms, and long-only managers by providing policy analysis, regulatory due diligence, and written research products. The firm emphasizes vetted, impersonal research and advisory services without managing client assets, delivering comprehensive reports and deep-dive due diligence for clients globally.

John Holtzman is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Foundation Financial Advisors, Inc. since 1997. He is also associated with Commonwealth Financial Network over the same period. Foundation Financial Advisors provides financial planning and consulting primarily to individual clients, focusing on comprehensive planning and portfolio analysis without discretionary investment management. The firm offers a range of services including investment analysis, income tax planning, risk management, and estate and retirement planning, and uses fixed or hourly fees rather than percentage-based asset management charges.

Ed Leads a team revolutionizing financial planning for federal employees. Valor Wealth Partners is a veteran-owned business with an office in Washington, D.C. and serving clients virtually in 19 states. With over 25 years of experience providing financial planning guidance, Ed has helped hundreds of families navigate complex and emotional dilemmas. He combines decades of experience with personalized strategies to help clients meet their needs. By simplifying his comprehensive analysis into down-to-earth terms, he is able to help clients understand their situation and take positive actions. Helping people with their financial goals is a deeply personal mission for Ed. Early struggles with money led him to pursue a meaningful career guiding people through the financial planning process. As a Certified Financial Planner, Ed follows the CFP Board’s Code of Ethics and Standards of Conduct. The complex knowledge required to obtain and maintain this professional designation helps Ed develop extensive financial plans that hardworking people deserve. Ed’s devotion to the community is evident in the numerous charitable associations where he volunteers his time. He’s currently a captain for a team of cyclists in the annual Pan-Mass Challenge and is a two-time marathoner for the Leukemia and Lymphoma Society. He attributes his core values of integrity and attention to detail to his service with the U.S. Marines. We invite you to see our passion and knowledge on how your federal benefits can be maximized at our YouTube channel: https://www.youtube.com/c/FinancialPlanning4Feds

Dale Mason is a financial advisor with MG Capital Partners, LLC, holding a Series 65 license and six years of industry experience. He has worked at MG Capital Partners and Kaufman Accounting since 2020 and owns his own CPA business, Dale Mason, CPA & Co., where he provides international tax consulting services. MG Capital Partners, LLC offers ongoing portfolio management and standalone financial planning primarily to individual and high-net-worth clients. The firm employs a non-discretionary advisory model, utilizes modern portfolio theory, and manages approximately $83.3 million in non-discretionary assets.

Scott James is a CFP® with 39 years of experience in the financial industry. He is president of The Scott S. James Company and has been with the firm since its founding in 1996. Prior to that, he has also led the Scott James Group, Inc. since 2001. The Scott S. James Company manages approximately $139 million for about 139 clients, including high-net-worth individuals, small businesses, charities, trusts, and estates. The firm offers tailored financial planning, portfolio management, and trustee services using fundamental and technical analysis alongside modern portfolio theory, with account reviews conducted at least annually.

Davis Gardner is a CFP® professional at Omega Wealth Management LLC with six years of industry experience. He has worked at Omega Wealth Management since 2018, following prior roles at Northwestern Mutual and Virginia Tech Services. Omega Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, managing approximately $310 million for around 121 clients through a team of four advisors. The firm offers goals-based, tax-aware investment management combined with life and wealth planning, using both discretionary and non-discretionary account arrangements, and emphasizes client education through seminars and webinars.

Elizabeth Remick is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. She has been with Ithaka Financial Planning, LLC since 2010. Ithaka Financial Planning provides integrated financial planning and portfolio management for individuals, high-net-worth clients, and personal trusts and estates. The firm’s approach emphasizes customized portfolios based on Modern Portfolio Theory, using primarily open-end index funds and ETFs, with ongoing monitoring and rebalancing.

Jennifer Hutton is a financial advisor at 4J Wealth Management, LLC in McLean, VA, holding the ChFC® designation and Series 66 license with 23 years of industry experience. She worked previously at McLaughlin Ryder Investments, Inc. for six years before joining 4J Wealth Management in 2018. 4J Wealth Management serves individual investors and retirement plans, providing financial planning and investment management services through both discretionary and non-discretionary arrangements. The firm employs a fiduciary approach that includes multi-style portfolio construction, regular client education seminars, and integrates third-party estate-planning software with human review.

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.