Patrick founded Ortman Financial Planning in 2016, a financial planning and investment management firm located in North Bethesda, MD. He holds the Certified Financial Planner® (CFP®) designation and earned a Bachelor of Science in Business Administration with an emphasis in Finance at the Catholic University of America. Patrick has a strong focus on his clients’ overall financial wellbeing and recognizes that money is only a tool to help achieve the vision each person has for their life. He focuses on providing a very deep level of service balanced with simplicity to provide each client with greater peace of mind around their finances. Patrick and his wife, Kate, have four boys ranging from elementary school through high school. He coaches various youth sports teams and is an active volunteer at his children’s schools. Patrick is active in the financial planning community and is a member of XY Planning Network and the National Association of Personal Financial Advisors (NAPFA).

Lamar Watson, a CERTIFIED FINANCIAL PLANNER™ professional, founded Dream Financial Planning to serve the needs of young professionals and minorities who typically don’t have access to fee-only and fiduciary financial planning. Prior to founding Dream, Lamar worked at a wealth management firm in Reston, VA, for over a decade. At his most recent firm, he served as the lead research analyst on a team of advisors that managed approximately $2 Billion in assets. He also served as a Vice President and Financial Advisor in the Private Wealth Management division. In this role, he worked with hundreds of clients across the country to help them meet their financial goals. Lamar’s proprietary process, the DREAM Financial Planning Process™, is the culmination of 15+ years of industry insight and experience. Less than 30% of all CFPs nationwide are in their 20s and 30s. I use The DREAM Financial Planning Process ™ to help my clients save, grow, and protect their wealth. We operate as a virtual firm and offer evening and weekend meetings for our client’s convenience. Ask about our unique pricing structure that starts at $100 per month for young professionals. We don’t have asset minimums for our clients. Less than 3.5% of all the 80,000 Certified Financial Planners (CFPs) in the United States are black or Latino, according to a new survey from the CFP Board Center for Financial Planning. Put another way; there are just 2,700 black or Latino CFPs in America; 1,200 blacks and 1,500 Latinos. Born in D.C. and a lifelong resident of Virginia, Lamar is a die-hard fan of many Washington D.C. area sports teams, most notably the Washington Redskins. His love for the Redskins all began when his grandfather started taking him to games when he was just eight-years-old. Previously, Lamar served as a volunteer basketball coach for the Chantilly Youth Association and Frederick County Parks and Recreation. In his free time, Lamar enjoys working out, biking on the Washington & Old Dominion Trail, and traveling. Feel free to contact me to schedule a complimentary 30-minute phone call to see if Dream Financial Planning is a good fit for you and your family.

I work with people who once managed their own investments until their finances became more complex and they realized they wanted a seasoned advisor to guide them. I'm in Northern Virginia and meet with clients in person and virtually, locally or globally. My main goal is to help people find creative ways to accomplish what they want to do and people are often surprised they can by using our Rule72 Principles! I do this by organizing your finances, clarifying your life plans, and answering questions such as: 1. When can I make work optional? 2. How do I pay less in taxes? 3. How do I avoid losing money when the markets go down? 4. What should I do with my new wealth, inheritance, or business income? 5. How do I leave a legacy or provide tax-advantaged charitable giving? I’ve been advising high-net-worth clients—including veterans and expatriates since 2018. Based in Loudoun County, Virginia, near Washington, D.C., I enjoy working with clients both locally and globally. I am also a retired U.S. Air Force veteran and enjoy helping other veterans learn about sound financial principles practiced by Rule72. Outside of my practice, I enjoy spending time with my three grown children. In addition to travel, I visit local museums and battlefields, staying active outdoors, and supporting several charitable organizations. David Miller is a CERTIFIED FINANCIAL PLANNER™ professional and U.S. Air Force veteran. He holds a master’s degree from the Industrial College of the Armed Forces (Financial Services Industry, 2005) and completed the CFP® education at the University of Virginia. David founded Rule72 Financial to help professionals, business owners, and inheritors simplify wealth, reduce taxes, and build lasting legacies. Based in Northern Virginia, he serves clients locally and across the U.S

I founded GuidePoint because I believe that fee-only financial planning is the road map to an amazing place – financial freedom. Financial freedom gives you the power to plan for endless possibilities. It is the power to retire early, send your kids to any college, or spend more of your precious time with the ones that matter most. For me, this all begins by working in a transparent, fee-only manner. This means every day we are working for you and your best interests. Together we will explore valuable planning opportunities, uncover financial blind spots, and achieve an even greater tomorrow. As a planner, one of my favorite quotes is, "The best time to plant a tree was 20 years ago - the second best time is now." If you have never worked with a fee-only planner before, I am excited to share our distinct approach with you. I offer a free 30-minute call where you can ask me any financial questions you may have.

We created Lifetime Financial to serve the professional households working for the greater good. Our clients are unintentional millionaires. It might be surprising to think of yourself as a millionaire, but when you add up the equity in your home, a lifetime of saving, high market returns, and inflation—it quickly adds up. Though modestly affluent households like yours don’t have the resources of the ultra-wealthy, you still have much of the same complexity and the need for regular guidance. Typically, these households hold an average of $1.5 million in liquid assets and are often underserved by the financial community. Eighty percent of high-net-worth and mega-millionaires work with financial advisors to plan and manage their finances, but only 60% of unintentional millionaires do. We provide extensive, full-service financial planning and investment management with great services and ongoing support at a reasonable price. We are independent fiduciaries and keep our fees low, well below Wall Street rates, while providing services they don’t offer. An important distinction is that we are a Fee-Only firm, which is often confused with Fee-Based which is more common in larger firms. In contrast to Fee-Only, Fee-Based advisors receive commissions on products they sell you. We are only paid by you. Our typical clients are nonprofit professionals and those working for the greater good who want expert financial help with retirement, college planning, investing, tax planning, and more. Together we will connect the dots between your financial realities and the life you long to live.

I specialize in helping clients with Tax-Efficient Retirement Planning and Investment Management. I can help you: (1) assess your overall retirement preparedness, (2) design an actionable and easy-to-understand plan to achieve your goals, (3) develop an investment strategy that matches your specific needs and preferences. Over the past 15 years in the wealth management industry, I had an opportunity to work at one of the most prominent investment management firms, a boutique firm that focused entirely on stock research and later at one of the top regional RIA firms. I also co-founded a wealth management group that was later acquired by a CPA firm. In his previous role as the Chief Investment Officer (CIO), I directed the management of over $350,000,000 in assets on a discretionary basis for over 150 individuals, families and trusts. I developed numerous financial plans for a diverse group of clients which gave me a deep understanding of what is needed to create a personalized and comprehensive plan. Visit our website to learn more: www.csqfinancial.com Schedule a free consultation: https://calendly.com/alex-seleznev-csf/csf-intro-meeting I look forward to talking with you!

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.

Kent Overholt serves as a Private Wealth Advisor within Merrill Private Wealth Management. Since joining Merrill in 1987, he has focused on advising ultra-high-net-worth families through complex investment decisions, liquidity events, and wealth management challenges. Kent collaborates closely with longtime clients and colleagues to develop customized financial strategies that address family wealth management, philanthropy, and business succession planning. With a multi-generational client base, Kent plays a key role in a team approach that includes investment management, asset preservation, intergenerational wealth planning, and credit and lending services. He also partners with the Merrill Private Wealth Center for Family Wealth to support POH families with wealth education and governance. Additionally, Kent manages strategy and portfolio reviews while facilitating access to Bank of America credit and lending solutions for clients’ diverse financial needs. Kent holds a Bachelor's degree in Advertising and Public Relations from Bloomsburg University in Pennsylvania and holds the Personal Investment Advisor (PIA) designation. He is a co-founder of the non-profit organizations Collect 4 Kids and Dancers Make a Difference. Kent divides his time between McLean, Virginia and Easton, Maryland with his wife and three children.

Jared Bjornberg is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2021, progressing through various positions including Investment Consultant, Planning Consultant, and Workplace Planning Consultant. Jared's professional experience encompasses financial consulting and planning, with a focus on helping clients build tailored financial strategies. Throughout his tenure at Fidelity Investments, Jared has worked closely with individuals to co-create financial roadmaps aligned with their unique lifestyles and goals. His approach centers on supporting clients through significant financial decisions to foster better financial futures. Outside of his professional responsibilities, Jared has interests in fitness, food, outdoor adventures, reading, and running.

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.