Alexander Levy is a CFA® charterholder and financial advisor at Noordzee Capital LLC with one year of industry experience. He manages operations and content for Jetway Intel LLC, a news media and market intelligence firm focused on the airline and aerospace industries, and leads Noordzee Consulting LLC, providing research and consulting services. Noordzee Capital serves institutional clients, employer retirement plans, family offices, and high-net-worth individuals, including a significant non-U.S. client base. The firm offers portfolio management, financial planning, retirement plan consulting, and advisory services using fundamental analysis supported by economic and technical tools.

Christopher Rhim is a CFP® with 25 years of experience in the financial services industry. He is the principal of Green View Advisors LLC, where he has worked since 2008. The firm provides discretionary asset management, ongoing financial planning, and specialized divorce financial analysis for individual and trust clients. Green View Advisors manages approximately $25.2 million for a small roster of clients, using active management across multiple asset classes tailored through model portfolios and client risk assessments. The firm offers a formal divorce financial analysis service and focuses on individualized client service through a deliberately small client base.

Kathleen McQuade is a Certified Financial Planner® with three years of industry experience, operating as the sole advisor at her independent firm in Laurel, MD. She has been managing her practice since 2010 and holds a Series 65 license. Her firm provides fee-only financial planning and consulting services to individual clients, focusing on investment, retirement, insurance, education, and estate planning. The practice employs a long-term, buy-and-hold investment approach, primarily recommending no-load, low-cost, tax-efficient mutual funds with asset allocation as the key factor in portfolio returns.

Katrina Riddick is the President and CEO of People First Financial Advisors, with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Percival Financial Partners, Ltd and Backstrom Mccarley Berry & Co., LLC. In addition to her role at People First, she serves as President and CEO of FAIM Group Strategic Solutions Center, LLC, where she consults for small and start-up minority-owned businesses. People First Financial Advisors specializes in municipal financial advisory services for government and quasi-government bond issuers, including structuring public debt transactions and assisting with broker-dealer selection. The firm provides non-discretionary advice focused on municipal advisory work and is developing capabilities in traditional investment advisory and pension consulting.

Hi, I’m Matt. My job as a financial planner is to make your life simpler. To help you efficiently and effectively narrow down your options, so you can make the right decisions. And be confident in those decisions for the long-term. Financial planning and investment management are often muddied by unnecessary complexity (usually in an effort to sell you something). It doesn’t need to be this way. I began my career in the financial services industry in 2003 as an analyst with the due diligence law firm Snyder Kearney, LLC (Columbia, MD). At Snyder Kearney, I reviewed public and private securities offerings and evaluated national securities sponsoring companies, focusing on real estate investments and non-traditional investment products. It was there that I realized that I wanted to know more about the practice of law and a lot more about the pretty co-worker in the cubicle next to me, Sylvie. I earned my law degree in 2007 from the University of Baltimore School of Law and married Sylvie in 2008; further proof that education and personal relationships are the investments that produce the best returns. After law school, I practiced law with the firm David Albert & Associates, LLC (Bethesda, MD), focusing in estate planning and administration, guardianship administration, taxation of estates and trusts, and business formations. There, I recognized that helping clients through complicated and often stressful issues was intellectually stimulating and emotionally fulfilling. In 2010, I opened Patuxent Financial Partners, LLC, registered as an Investment Adviser with the State of Maryland in 2017. Here, I leverage my legal background to provide clients with value-added insight in the overlapping areas of estate and financial planning. More importantly, as a personal financial planner and small business owner, I can build lasting relationships with clients and their families; these connections make my work fulfilling, because client success becomes intertwined with my own. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and hold the FINRA Series 65 securities registration. Raised in Columbia, Maryland, I graduated from McDaniel College with a bachelor's degree in English. Outside of the office, I enjoy running, reading, and hiking with my wife, son, and our mutt hound, Kodi.

Gabriel Trasatti is a financial advisor at Trasatti Wealth Planning, LLC in Baltimore, MD, with 15 years of industry experience. He holds the PFS™ and Series 66 designations and has led his independent firm since 2004. His background includes advanced financial planning and accounting credentials. Trasatti Wealth Planning provides comprehensive financial planning and investment management to individuals, families, charitable institutions, foundations, and corporate pension or profit-sharing plans. The firm offers customized investment strategies with continuous monitoring and formal quarterly reviews, integrating holistic planning across retirement, tax, estate, and cash-flow matters.

Jeff Mitchell is the principal of JRM Capital Management Inc., an independent advisory firm based in Mitchellville, MD. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to founding JRM Capital Management in 2003, he has been associated with Lifemark Securities Corp. since 2009. JRM Capital Management provides investment advisory and financial planning services to individual and institutional clients, including pension plans, trusts, and charitable organizations. The firm employs both fundamental and quantitative analysis to manage portfolios across various asset classes and offers specialized pension consulting services alongside unique engagement models such as performance-based fees and subscription publications.

Veska Kita is a financial advisor at ACI Group with 24 years of industry experience. She holds a Series 66 designation and has been associated with Arete Wealth Management since 2011 and AFC Asset Management Services, Inc. since 2010. Outside of her advisory work, she serves as the treasurer for the nonprofit City Wildlife and is a board member and shareholder of Accustrata, Inc., a company specializing in thin film technology. ACI Group provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and corporations. The firm offers discretionary portfolio management, comprehensive financial and business planning, and corporate retirement-plan advisory, employing a range of strategies that include fundamental and technical analysis, with a formal communications and education program for clients.

Christopher Mamunes is a financial advisor at Railroad Street Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2014. Railroad Street Wealth Management provides customized investment management and periodic financial planning to individual and high-net-worth clients. The firm manages approximately $20.4 million across 55 client relationships, using a tactical, rules-based investment process that combines technical analysis with a relative-strength framework to guide portfolio construction and risk management.

Samuel Asare is a financial advisor at Laser Wealth Management, LLC in Kensington, MD, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, previously affiliated with Laser Financial Group. Outside of advisory services, he is a licensed insurance agent and provides tax planning and filing services as an enrolled agent and bookkeeper. Laser Wealth Management serves individual clients and business owners by offering investment advice, financial planning, and consulting. The firm uses a third-party manager to implement investment strategies based on Modern Portfolio Theory, focusing on asset allocation and periodic rebalancing, while providing clients with plan development, reviews, and educational seminars.