As a member of the financial independence community, I understand the value of quality fee only advice catering to the complex and "nontraditional" route we are taking to life. I have built a "lifestyle" practice, where I can serve clients, maintain my balanced lifestyle with two girls, pursue my hobbies and travel. I primarily work with clients on an ongoing retainer basis, charged with a monthly billing arrangement. For legacy (separated) clients or family of clients, I offer hourly based planning. I also prepare tax returns and manage assets, both of which I charge a separate fee for. After graduating from University of Maryland, College Park, I worked in public accounting doing tax preparation and consulting for high net worth individuals, estates and trusts. I changed careers into financial planning in 2013, working mainly with clients pursuing a traditional retirement path, including attorneys, physicians, executives and families with wealth. After working for a large planning firm in the DC area, I launched my firm in 2018. I am a CFP® and CPA. Given my background, I specialize in tax planning, retirement planning and frugality!

As a Wealth Advisor and Director at Integrity Road Wealth Partners, Jonathan pursues a client-focused approach to financial planning and wealth management. With experience serving affluent and high-income clients, he helps people navigate complex financial situations with clarity and confidence. His areas of focus include clients with charitable giving intentions—especially those with multifaceted gifting goals; retirees entering a new phase of life; next-generation professionals inheriting wealth; business owners and executives preparing for or completing complex exits; and individuals needing cash-flow planning and disciplined portfolio management. Jonathan also serves on the firm’s investment committee. Jonathan’s interest in financial planning began with a simple observation: financial decisions often create tension not because people lack good intentions, but because they lack clarity. He has seen couples, families, and friends share the same goals yet struggle to move forward together. This understanding sparked his passion for guiding clients through prudent decision-making with unity and purpose. Today, he helps individuals and families understand their options, align decisions with their values, and pursue goals that meaningfully shape their lives. His mission is to provide clarity, direction, and strategic support so clients can move into the future with confidence and peace. Jonathan graduated magna cum laude from Liberty University with a Bachelor’s in Business Administration. While working in financial services, he completed the Series 65 examination to become an Investment Advisor Representative and went on to earn his MBA from Texas A&M University–Corpus Christi. He is a CERTIFIED FINANCIAL PLANNER® professional, having completed extensive coursework in estate, tax, retirement, investment, and insurance planning, as well as a comprehensive examination and practical experience requirement. He is also a Certified Kingdom Advisor®. In previous advisory roles, Jonathan served affluent and ultra-high-net-worth families, professionals, and executives, and contributed to the training and development of new advisors. Jonathan currently serves on the Emerging Champions Board and Scholarship Committee with Kingdom Advisors.

Helen De Bearn is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on providing financial guidance tailored to individual client needs, including areas such as divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Helen holds the professional designation of Personal Investment Advisor (PIA) and completed her high school education at George Washington High School. Outside of her professional work, she is involved with the organization Women Giving Back. Her personal interests include cooking, dancing, gardening, horseback riding, and music.

Nathaniel Milhous is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served as an Investment Consultant from 2022 to 2023 and as a Financial Representative from 2021 to 2022 at the same firm. His professional experience also includes work as a Financial Service Representative at SunTrust Bank from 2006 to 2008. With over 19 years of experience in finance and economics, Nathaniel focuses on building trust with his clients through customized, holistic financial planning. He holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional work, Nathaniel enjoys board games, family activities, golf, parenthood, traveling, and volunteering.

Cassie Arture is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop personalized financial plans aimed at achieving their goals. She works closely with clients to create roadmaps tailored to their financial objectives and provides them with knowledge about the tools and resources available through Fidelity. Cassie has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2023. Her experience spans various aspects of client relationship management and financial planning within the company.

Bernard Klein is a Financial Consultant at Fidelity Investments, where he currently assists clients in developing personalized financial plans to help them achieve their goals. He leverages Fidelity's resources and takes the time to understand each client's unique situation in order to provide tailored strategies and ongoing support. Bernard has been with Fidelity Investments since 2021, initially working as an Investment Consultant before transitioning to his current role. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2018 to 2020. He holds a California Insurance License.

Maryury Burbano Montano is a Financial Advisor with Merrill Lynch Wealth Management. She has over fifteen years of experience helping individuals improve their financial lives by assisting them in realizing their lifelong dreams and aspirations, caring for their loved ones, and protecting their valued assets. Maryury specializes in areas including education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. She holds a Bachelor's Degree from George Mason University and is a Personal Investment Advisor (PIA). Maryury is fluent in both English and Spanish, enabling her to connect with a diverse client base. Her approach focuses on uncovering what matters most to clients and their families to create personalized strategies aligned with their financial goals. Outside of her professional work, Maryury enjoys dancing, music, spending time with her family, traveling, and watching movies.