CFP®-certified financial advisors working with single women in Washington

Pranam Tamrakar is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by both internal and third-party managers.

Ligaya Choo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 5 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, following a 29-year tenure at JPMorgan Chase Bank, N.A. Prior to her current role, she accumulated extensive experience within the same organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities, operating with a non-discretionary program that relies on an in-house manager solutions team and a centralized due-diligence framework.

Katheryne Mcmillan is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at Securities America Advisors, Inc. for 15 years and has held positions at OSAIC and Brecek & Young Advisors, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives who use a range of strategies including discretionary and non-discretionary approaches.

Matthew Lowe is a CFP®, CFA®, and Series 66 credentialed advisor with 11 years of industry experience. He has been with Greene Wealth Management, LLC since 2014. The firm provides financial planning, consulting, and investment management services to individuals, trusts, qualified retirement plans, charitable organizations, and other business entities. Greene Wealth Management combines independent managers, mutual funds, ETFs, individual securities, and options to create diversified portfolios tailored to clients' goals, using a process that includes forward-looking research, Monte Carlo stress-testing, and tax-sensitive strategies.

Saul Hernandez is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at major firms including Bank of America, Merrill, Edward Jones, and JPMorgan. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Bruce Manasevit is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Manasevit Group, focusing on comprehensive wealth management processes tailored to meet the unique priorities of high-net-worth individuals, families, and business owners. Bruce's approach emphasizes listening and understanding clients' needs to provide personalized guidance for retirement funding, multi-generational wealth transfer, business exit planning, and goal-based investment solutions. Bruce began his financial advisory career in 1998 and joined Merrill Lynch in 2007. Prior to this, he was President and CEO of his family's third-generation business. He holds an MBA in Finance and Real Estate from Columbia University Business School and a bachelor's degree from Washington University in St. Louis. Bruce has earned professional designations including Certified Retirement Planning Counselor™ (CRPC), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He is involved in community and professional organizations such as the Amy Strelzer Manasevit Research Program, which he founded in 1998, and the National Marrow Donor Program (NMDP) Foundation, where he serves as an Emeritus Board Member. Bruce raised his two daughters as a single father after becoming widowed and enjoys spending time with his wife Maggie, playing tennis, and walking his dog in Fairfield, Connecticut.

Catherine Curtis is a CFP® professional with 13 years of experience in financial planning. She is the sole advisor at Curtis Financial Planning, an independent firm she has led since 2013 in Oakland, CA. Curtis Financial Planning provides fee-only financial planning and investment management to individuals, families, and small-business owners, with a focus on the financial planning needs of women. The firm employs a strategic asset allocation process using diversified portfolios and operates as a fiduciary, offering educational seminars and maintaining a business continuity agreement with another fee-only advisory firm.

With more than 15 years of experience in the wealth management industry, Carla founded Ametrine Wealth with the vision of helping people–particularly women–take control of their financial futures. She prides herself on creating a compassionate, trusting environment for clients and removing the barriers that keep people from setting and achieving their financial goals. Carla’s clients value her financial planning insight, ability to break down complex topics, attention to detail, and approachable demeanor. Originally from Massachusetts, Carla initially envisioned a career in science. She graduated magna cum laude from Washington and Lee University and received a Masters in chemistry from Northwestern University. However, long hours in the lab made her realize her preference for engaging with people over compounds, and she decided to put her analytical skills to use in the financial sector. Carla holds an MBA in Finance and General Management from the University of Chicago Booth School of Business and is a Certified Financial Planner Practitioner(TM). Carla lives in Lake Orion with her husband, Jarod, and her two greatest accomplishments, daughters Brinley and Chloe.

Hi! I'm Laura Seymour, CFP® and founder of TorchLight Financial. I founded TorchLight in 2011 and have over 17 years of experience helping retirees and pre-retirees navigate one of life's most important financial transitions. My clients are typically asking: Can I afford to retire, and when? Will my money last? Is my plan optimized? It is my goal to use clear language to help educate you about financial concepts to enable you to make the best decisions for YOUR life. I provide comprehensive advice tailored to your personal situation and goals - no cookie cutter plans or advice allowed! I want to be a trusted partner for your financial life journey. Clients can work with me in two ways: Wealth Management: ongoing holistic comprehensive planning advice partnered with professional investment management services Consulting Planning Services: comprehensive financial planning advice on a consulting basis (planning recommendations provided but you execute the trades and don't have to move your assets) I grew up on a dairy farm in western Minnesota (near Willmar) as the eldest daughter. I put myself through college, have been a lifelong learner and I value authentic, genuine relationships. I am grateful for clients who have trusted me to help them with their financial decisions. Travel and cycling are my non-work passions. I have been lucky enough to travel widely and love how it broadens my perspective. Shannon (my life partner) and I want to go on a Tour de France bicycle trip and climb Mont Ventoux (even though he will always beat me up the hills!). Enjoying Minnesota summers on my Bianchi Infinito and heading to a local brewery with friends are my favorite summer activities. Please reach out and share more about yourself! I'd love the opportunity to learn more about you.

Alissa Krasner Maizes, CERTIFIED FINANCIAL PLANNER®, is the Founder of Amplify My Wealth, a licensed attorney, fee-only fiduciary financial advisor, and winner of the 14th Annual Plutus Awards for Best Financial Advisor Financial Literacy Content Creator, providing financial advice to the clients of her firm, Amplify My Wealth, and pro bono advice to clients of the nonprofit Savvy Ladies. Alissa tailors her advice and plans to women [and their families] with a six-figure household income, net worth, or both, as well as to young adults embarking on their financial journey. As a fiduciary, Alissa places your needs at the forefront, equipping you with the knowledge and guidance to overcome wealth-building barriers and achieve financial confidence so you can live the life you desire. Empowering yourself with a trusted partner, advice, plan, and guidance for implementing your plan will ensure you achieve the life you want sooner than you imagine.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.