Mclean Asset Management Corp.

Nicholas Studebaker is a financial advisor at McLean Asset Management Corporation with a Series 65 credential and one year of industry experience. He previously worked at Studebaker & Brackett, PLLC for eight years and at the University of Virginia for two years. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs Modern Portfolio Theory and broad asset-allocation principles to develop individualized portfolios and offers tax-managed equity strategies, ESG screening models, and ERISA advisory and investment-manager services.

Elizabeth Hollman is a financial advisor at McLean Asset Management Corp. with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including Bull Harbor Capital, MML Investors Services, Raymond James & Associates, and RBC Capital Markets. From 2014 to 2020, she was involved with the Skywalkers Lacrosse Program. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $819 million in assets through a multi-advisor team and employs strategies based on Modern Portfolio Theory, offering tax-managed equity approaches and ESG screening options.

Alexander Scott is a CFP® and ChFC® with 18 years of industry experience. He is currently with McLean Asset Management Corporation and has held roles at Hanson McClain Advisors and Simply Money Advisors. Outside of his advisory work, he operates Scott Photography as a part-time owner and photographer. McLean Asset Management Corporation offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a multi-advisor team approach and utilizes Modern Portfolio Theory along with broad asset-allocation principles to develop individualized portfolios.

Wade Pfau is a CFA® charterholder with over 11 years of experience in the financial services industry. He is currently affiliated with McLean Asset Management Corp. and has held roles at Retirement Researcher, LLC and The American College. Pfau also engages in educational speaking and writing for financial advisors and is the founder of RISA, LLC, a product designed to assist investment advisors with retirement income planning. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory and broad asset-allocation principles, utilizing no-load mutual funds, ETFs, and approved managers.

Jessica Wunder is a CFP® with 21 years of industry experience, currently serving as an advisor at McLean Asset Management Corporation since 2012. She holds the Series 66 designation and is based in Tysons, VA. Outside of her advisory role, she is the Immediate Past Chair and a board member of the Parkinson's Foundation. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a multi-advisor team approach, using Modern Portfolio Theory and broad asset allocation principles to develop individualized portfolios.

Brian Bass is a financial advisor at McLean Asset Management Corporation with 11 years of industry experience. He holds the CFP® and Series 66 credentials. Prior to joining McLean Asset Management in 2021, he worked at Cetera Advisors LLC for six years. Outside of his advisory role, Bass is an alumnus of the Baltimore Orioles and participates in appearances and autograph sessions. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory and broad asset allocation, incorporating tax-managed strategies and ESG screening options.

Jason Rizkallah is a financial advisor at McLean Asset Management Corporation with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining McLean Asset Management in 2019, he worked at Charles Schwab & Co., Inc. from 2012 to 2019. Outside of his advisory role, he serves as a board member of the Montgomery Countryside Alliance, where he provides education on general investing and financial topics. McLean Asset Management Corporation offers investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory and broad asset allocation principles, using no-load mutual funds, ETFs, and approved managers, and provides specialized strategies such as tax-managed equity and ESG screening.

Dean Umemoto is a financial advisor with McLean Asset Management Corporation in Tysons, VA, holding CFP® and ChFC® designations and over 35 years of industry experience. He has been with McLean Asset Management since 1984 and was previously involved with inStream Solutions from 2010 to 2016. Since 2016, he has been a silent partner in inStream Solutions, a financial planning software company, with no active duties. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs investment strategies based on Modern Portfolio Theory and broad asset allocation, utilizing no-load mutual funds, ETFs, and approved managers such as Dimensional Fund Advisors.

Jonathan Marcellino is a CFP® and Series 65 credentialed advisor at McLean Asset Management Corporation with three years of industry experience. Prior to joining McLean Asset Management, he worked at Councilor Buchanan & Mitchell and has a background that includes academic roles at the University of South Carolina and Bethesda Chevy Chase High School. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $819.2 million in assets and employs a multi-advisor team of 17, utilizing Modern Portfolio Theory and broad asset-allocation principles in its investment approach.

Paige Smith Ducey is a financial advisor at McLean Asset Management Corporation with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Bull Harbor Capital, Curran Financial Partners, and Voya Financial Advisors, among others. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a multi-advisor team approach and develops portfolios based on Modern Portfolio Theory and broad asset-allocation principles.

Lauren Squeglia is a financial advisor at McLean Asset Management Corporation with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at McLean Asset Management since 2020, following 12 years at Linsco Private Ledger. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-advisor team approach, managing approximately $819.2 million in assets as of the end of 2024, and focuses on individualized portfolios based on Modern Portfolio Theory and broad asset-allocation principles.

Alana Light is a CFP® professional with 13 years of industry experience, currently serving as an advisor at McLean Asset Management Corporation since 2018. Her prior experience includes roles at Eagle Strategies (NY Life) and Strategic Financial Associates. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory and broad asset allocation, managing approximately $819.2 million in assets with a team of 17 advisors.

Paula Friedman is a CFP® with 18 years of industry experience, currently serving as a financial advisor at McLean Asset Management Corp. since 2013. She is the managing member of Retirement Researcher, LLC, a firm providing educational tools and resources on retirement income planning. McLean Asset Management Corporation offers discretionary and non-discretionary investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs portfolio strategies based on Modern Portfolio Theory and broad asset allocation, with a focus on no-load mutual funds, ETFs, and approved managers.

Claudia Bruce is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with McLean Asset Management Corporation, where she has worked since 2023, following prior roles at Yeske Buie and teaching positions at Virginia Tech and other educational institutions. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a multi-advisor team approach and utilizes Modern Portfolio Theory with a focus on broad asset allocation, tax-managed strategies, and ESG screening options.