Our Team. Our Story.
As we get to know more about you and your life’s story and dreams, we’d like you to know more about us as well! Meet the close-knit team that is ready to help you achieve your retirement goals.
Bryan S. Slovon Founder & CEO
Bryan is the founder of our independent financial planning firm exclusively serving retirees and soon-to-be retirees in the D.C. metro area. He is a financial planner specializing in retirement planning and wealth preservation for more than 25 years. His mission is to help his clients plan properly so they can retire on their terms.
Bryan is a Master Registered Financial Consultant® (MRFC), a Certified Estate Planner® (CEP), and a Comprehensive Wealth Manager, offering investment advisory services through J.W. Cole Advisors, Inc. (JWCA).
Bryan has been featured in The Wall Street Journal, Kiplinger’s Personal Finance, Financial Planning, OnWallStreet, Investor’s Business Daily, and other local and national media.
A native Washingtonian, Bryan now lives in Montgomery County, Maryland, with his wife and business partner, Lucy, and their dogs, Coco and Leo. His hobbies include cycling, hiking, charity work and traveling far and wide visiting different cultures and experiencing different ways of life.
Lucy E. Slovon Financial Advisor & Managing Partner
Lucy is a managing partner and financial advisor at Stuart Financial Group. Raised in Fairfax County, Virginia, Lucy began her career in the financial industry in early 2000 at a local CPA firm. There, she observed the significant tax implications that successful professionals and business owners faced when proactive tax and investment planning was not prioritized, underscoring the importance of a plan, not just a portfolio. This experience motivated her to join her husband and business partner, Bryan, in establishing Stuart Financial Group to provide comprehensive financial and retirement guidance to families in the Washington DC Metro area. Lucy is insurance-licensed and serves as a fiduciary investment advisor representative with J.W. Cole Advisors, Inc. (JWCA), underscoring her commitment to acting in her clients' best interests.
Throughout her career, she’s been actively dedicated to building long-term relationships with both her clients and team, fostering a sense of trust and reassurance that comes from an education-first, client-focused environment. Lucy is a firm believer in the team approach, emphasizing the positive impact their work has on the client families they serve.
In her free time, Lucy enjoys reading, traveling, and immersing herself in nature alongside her dogs, Leo and Coco. As an avid runner, she trains diligently with close friends for long-distance races, channeling her passion into a journey that includes over a dozen marathons, a few ultra-marathons, and several short-distance triathlons. This unwavering dedication and perseverance not only fuel her personal pursuits but also enrich her professional relationships.
Ryan Whitty Client Service Coordinator
Ryan is Stuart Financial Group’s Client Service Coordinator. He provides high-level operational and client support to advisors and firm leadership. With a strong attention to detail, Ryan helps ensure seamless day-to-day operations, efficient scheduling, as well as supporting marketing initiatives by assisting with client communications, and coordinating events and campaigns.
Ryan is a Maryland native. He attended St. John’s College High School and went on to graduate from Towson University. Known for professionalism, reliability, and a client-first mindset, Ryan plays a key role in supporting Stuart Financial Group's mission of delivering exceptional service.
In addition, we can refer you to professionals who provide the following services to help meet your individual needs:
TRUSTS | PROBATE | CHARITABLE GIVING | ESTATE PLANNING | TAX PLANNING
Strategic Partners
Not affiliated with J. W. Cole Advisors, Inc.
Michael G. Conaway President - Frobenius, Conaway & Company, P.C.
Certified Public Accountant (CPA) in Maryland and the District of Columbia and Certified Financial Planner (CFP).
Specialize in business tax consulting and compliance; individual income tax planning and compliance; business formation and continuation planning; estate planning and estate, gift and trust taxation; partnership taxation, and representation before IRS and state tax agencies.
Professional affiliations include:
American Institute of Certified Public Accountants (Tax Division and PFP Division), Maryland Association of Certified Public Accountants, Greater Washington Society of Certified Public Accountants, Maryland Society of Accounting and Tax Professionals, Association of Practicing Certified Public Accountants, and Financial Planning Association.