Independent financial advisors working with doctors and medical professionals in District of Columbia

Dexter Walker is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Outside of his advisory role, he is a 40% owner of Washington DC Inferno, LLC, a professional women's squash franchise. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and firm-approved tools but does not provide individual security recommendations as part of standalone planning.

Brian Henry is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families to develop financial plans aimed at achieving their financial goals. He joined Fidelity Investments in 2022 and has held several roles within the company, including Financial Representative and Relationship Manager, before assuming his current position in 2024. His experience spans various aspects of financial planning and client relationship management.

Ani Inyang is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds the Series 66 designation and has been with TIAA-CREF since 2007. Ani is based in Washington, DC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering customized and model portfolio options under a fiduciary standard.

Matthew Steward is a Series 66 licensed financial advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan, he worked at UBS Financial and Morgan Stanley. His earlier background includes roles at the University of Maryland and ChristianaCare Union Hospital. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers non-discretionary services with clients retaining final decision-making authority.

Allison Dunlap is a financial advisor at Farther with eight years of industry experience. She holds a Series 65 designation and has worked at several firms, including Harbour Capital Advisors, Pennington Partners & Co., and Wealthcare Advisory Partners. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Myranda Johnson is a Financial Advisor with Merrill Lynch Wealth Management, where she partners with busy professionals and families to build and transition wealth. She works closely with clients to develop personalized strategies that align with their life goals, integrating financial planning, investment management, banking, and lending solutions. Her client focus areas include family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and tax minimization. Myranda's expertise centers on assisting individuals and families balancing demanding careers and family life. She aims to simplify financial complexities and help clients gain confidence in their financial future by guiding them through each stage of wealth—from building a strong foundation to navigating complex estate strategies. Her approach begins with understanding clients' goals, values, and visions for the future to create tailored financial plans. She holds the Personal Investment Advisor (PIA) designation and earned her high school diploma from Geneva High School. Based in Chicago, Myranda enjoys camping, hiking, reading, skiing, practicing yoga, and spending time with her family.

Ashley Owens is a financial advisor at 11 Financial with 13 years of industry experience. She holds a Series 66 designation and has previously worked at CapFinancial Securities LLC, Benchmark Bank, Infinex Investments, and Securities America. Outside of her advisory role, Owens is a loan officer at Neighbors Bank. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm employs a combination of fundamental and technical analysis with modern portfolio theory, offering tailored strategies that include both long-term allocations and more active approaches.

Kevin Harper is a CFP® with 29 years of experience in the financial industry, currently serving at RFG Advisory, LLC since 2015. He has prior experience with Private Client Services and LPL Financial. Outside of advisory work, he is a co-owner of LHP Capital LLC, which manages commercial real estate. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its sub-advisory role with the Bluemonte family of ETFs.

David Lochstampfor is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation with 13 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Financial Group, LLC since 2012. Outside of his advisory role, he assists his wife with evaluating and managing real estate investments, including flipping properties and handling financial analysis. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of strategic and tactical investment approaches, offers 3(38) and 3(21) pension consulting services, and uses AI-assisted tools alongside human review to support its advice.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.