Adam Bosma

I provide divorce planning, ongoing financial planning, and investment management. While my specialty is women going through divorce or other major life transitions, as a woman in a male-dominated industry, and as a female firm-owner in an even more male-predominant group, I want to make sure everyone who has felt excluded from the table is included and welcomed to grow their wealth and their lives. I primarily work virtually from my home in Annapolis. I have three children who astound me every single day. My fun time is spent with them and with friends, getting curious about the world – cooking, discovering new cities, playing on the water and in the woods, volunteering, seeking out live music, and getting to early morning CrossFit workouts. I founded Clairwell to provide a space for women and those who love them to grow and embrace their wealth and the lives they can build for themselves. Let's simplify wealth management and build something beautiful.

Mark is a CERTIFIED FINANCIAL PLANNER™ professional located in Edgewater, Maryland. He provides personalized financial planning and investment management services to business owners, federal government employees, and U.S. military service members. As a former federal employee and U.S. Marine, he is familiar with the challenges you face and knows how to help you reach your financial goals. Mark’s personal experiences taught him budgeting skills, saving strategies, and how to invest. He earned undergraduate and graduate degrees in business administration and personal financial planning, which have equipped him with the knowledge and skills to provide comprehensive financial planning and investment management services to his clients.

Rianka R. Dorsainvil, CFP®, is a dynamic leader and the visionary Founder and Senior Wealth Advisor at YGC Wealth, an inclusive, culturally competent and technology-forward financial planning firm. She has been celebrated as a top financial advisor for multiple consecutive years by Investopedia (most recently in 2023) and Washingtonian Magazine (most recently in 2024), as well as recognized by NerdWallet as a Black Financial Influencer to follow. Rianka is a recognized leader whose expertise is sought after both nationally and internationally. As a mother of two and an established leader, Rianka recently relaunched the firm as YGC Wealth, nodding to her roots while marking a new era of growth and service. The name YGC Wealth is both a homage to our original ethos and a representation of her evolution into a full-spectrum wealth management firm. Her approach to financial planning, deeply rooted in the empowerment of first-generation wealth-builders, transforms financial well-being into a cornerstone of personal achievement. As a past national president of the Financial Planning Association (FPA) NexGen community, Rianka has played a pivotal role in shaping the future of financial planning. Her influence extends through her active roles in CNBC's Digital Financial Advisor Council and the CFP Board’s Diversity Advisory Group. Her thought leadership has been featured across top media outlets including PBS NewsHour, Forbes, and CNBC, and she has been honored as a rising star by Investment News and one of Wealth Management’s Ten to Watch. Rianka’s commitment to diversity, equity, and inclusion in finance is unwavering. She believes that financial success should be accessible to all and that understanding and integrating one’s money culture is key to achieving sustainable financial balance. Through YGC Wealth, she continues to guide clients toward financial strategies that not only accumulate wealth but also foster a lasting, impactful legacy.

Todd Batty is the Vice President Private Wealth Management Advisor. In this role, he assists multiple generations of families in developing personalized wealth strategies focused on growth, preservation, and transfer of their assets. He collaborates with a team that includes an Investment Manager, a Senior Wealth Planner, and a Trust Officer to provide comprehensive wealth planning services. Todd has been with Fidelity Investments since 2008, initially serving as Vice President, Financial Consultant until 2015, and then advancing to his current position. Prior to that, he worked as an Account Coordinator at T. Rowe Price from 2002 to 2007.

Cullen Murray is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1993. He began his career after earning a Bachelor of Science degree in Finance from Towson University. Cullen holds the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) designations, and he is a member of the Investments & Wealth Institute. Cullen specializes in assisting individuals, families, and non-profit organizations, including endowments and foundations, with wealth accumulation, distribution, philanthropic planning, and investment strategy. He leads the team’s non-profit consulting, helping clients develop adaptable portfolios consistent with their unique investment policy statements and fiduciary responsibilities. A long-time resident of Annapolis, Cullen serves as a board member of the Anne Arundel Community College Foundation and as president and board member of the Friends of St. John’s College. He has previously held board roles with the Anne Arundel Medical Center Foundation and Hospice Cup, Inc. Outside of work, Cullen enjoys boating, biking, surfing, running, and traveling with his wife and their two adult daughters.