Ryan is the founding member of 114 Private Wealth. He focuses on helping clients build, preserve, and transfer their wealth through multiple generations. He uses professional asset managers and risk-based asset allocation strategies to help his clients achieve their financial goals.

For over 25 years Ryan has had the privilege of being a trusted financial advisor to families and institutions. Through passion and dedication, his experience has been recognized throughout the industry:

• Forbes Top 250 Wealth Advisors (2016-2025)¹
• Forbes Best-In-State Wealth Advisors (2018-2025)²
• Forbes Top Wealth Management Teams (2022-2024)³
• Forbes Best-In-State Wealth Management Teams (2023-2025)⁴
• Barron’s Top 1200 State by State Advisors (2015-2025)⁵
• Five Star Wealth Manager Award (2023)⁶

As a student track athlete, Ryan earned his bachelor’s degree in Economics and Finance from Missouri Southern State University. He then earned the CERTIFIED FINANCIAL PLANNER^® certification and Accredited Asset Management Specialist^SM designation.

Ryan enjoys coaching sports and mentoring students when away from the office. He also supports the following organizations: National Breast Cancer Foundation, Make-A-Wish Foundation, National MS Society, The Women’s Center, Maryland Court Appointed Special Advocate Association, Compassion International.





1. See Full List of Winners: Forbes Award Page. 2025 Forbes Top 250 Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). 2024 Forbes Top 250 Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Top 250 Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Top 250 Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. 2021 Forbes Top 250 Wealth Advisors: Awarded August 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21. 2020 Forbes Top 250 Wealth Advisors: Awarded August 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20. 2019 Forbes Top 250 Wealth Advisors: Awarded September 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19. 2018 Forbes Top 250 Wealth Advisors: Awarded September 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2017 Forbes Top 250 Wealth Advisors: Awarded September 2017; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 06/30/17. 2016 Forbes Top 250 Wealth Advisors: Awarded August 2016. Data compiled by SHOOK Research LLC based on the time period from 6/30/15 - 06/30/16. The Forbes Top 250 Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2. See Full List of Winners: Forbes Award Page. 2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/25 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Awarded April 2023; based on the time period from 6/30/21 - 6/30/22. 2022 Awarded April 2022; based on the time period from 6/30/20 - 6/30/21. 2021 Awarded February 2021; based on the time period from 6/30/19 - 6/30/20. 2021 Awarded February 2021; based on the time period from 6/30/19 - 6/30/20. 2020 Awarded January 2020; based on the time period from 6/30/18 - 6/30/19. 2019 Awarded February 2019; based on the time period from 6/30/17 - 6/30/18. 2018 Awarded February 2018; based on the time period from 6/30/16 - 6/30/17. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

3. 2024 Forbes Top Wealth Management Teams High-Net-Worth: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2022 Forbes Top Wealth Management Teams: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. The Forbes Top Wealth Management Teams High-Net-Worth / Forbes Top Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

4. See Full List of Winners: Forbes Award Page. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Awarded January 2023; based on the time period from 3/31/21 - 3/31/22. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.

5. 2025 Barron’s Top 1,200 State By State Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). 2024 Barron’s Top 1,200 State By State Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023 (Source: Barrons.com). 2023 Awarded March 2023; based on the time period from Oct. 2021 - Sept. 2022. 2022 Awarded March 2022; based on the time period from Oct. 2020 - Sept. 2021. 2021 Awarded March 2021; based on the time period from Oct. 2019 - Sept. 2020. 2020 Awarded March 2020; based on the time period from Oct. 2018.- Sept. 2019. 2019 Awarded March 2019; based on the time period from Oct. 2017 - Sept. 2018. 2018 Awarded March 2018; based on the time period from Oct. 2016 - Sept. 2017. 2017 Awarded March 2017; based on the time period from Oct. 2015 - Sept. 2016. 2016 Awarded March 2016 based on the time period from Oct. 2014 - Sept. 2015. 2015 Awarded February 2015; based on the time period from Oct. 2013 - Sept. 2014. The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

6. THE FIVE STAR WEALTH MANAGER AWARD was issued on 10/17/23 by Five Star Professional (FSP) for the time period 1/9/23 through 7/31/23. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2,627 wealth managers were considered for the award; 160 (6% of candidates) were named 2023 Five Star Wealth Managers. Visit www.fivestarprofessional.com.

CA Insurance License Number: 0E23814. Resident State VA

Ryan is the Managing Principal and Chief Operating Officer (COO) of 114 Private Wealth. He is responsible for executing 114 Private Wealth’s organizational and growth strategies, implementing the vision for geographic expansion, as well as working to protect the practice and the clients by aiming to mitigate risk as the registered principal. As a financial advisor, Ryan prioritizes relationship building with his clients, getting to know them on a personal level to better understand their goals and objectives, and working with them to maintain a disciplined approach through cycles of market volatility. Ryan was awarded the Five Star Wealth Manager Award* in 2024.

Prior to joining 114 Private Wealth, Ryan worked in the wealth management industry for 18 years, and in banking for another 7 years, serving at Capital One, Wachovia Securities, and Wells Fargo Advisors. During his tenure with Wells Fargo Advisors, Ryan held multiple leadership roles in their Home Office locations in Richmond, Virginia, and St. Louis, Missouri, before moving to the field as the Associate Market Manager for the Pittsburgh Major Market in 2014. In 2017, Ryan became the branch manager of the Alexandria, Virginia office, where he managed 40 financial professionals. In 2020, he was awarded the coveted Platinum Council Manager award, due to the strong accomplishments of the branch.

Ryan is a graduate of James Madison University. Today, he resides in Fairfax Station, Virginia, with his wife Kristen, his children, Avery and Reed, and their dog, Buddy. When Ryan’s not in the office, he is usually found on a pool deck, volunteering as a swim official for the Colonial Swim League and the Potomac Valley Swim League. He also volunteers at his church and around his community.

 

 


*THE FIVE STAR WEALTH MANAGER AWARD was issued on 10/16/24 by Five Star Professional (FSP) for the time period 1/9/24 through 8/9/24. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2,627 wealth managers were considered for the award; 160 (6% of candidates) were named 2023 Five Star Wealth Managers. Visit www.fivestarprofessional.com.


The 2020 Platinum Council Manager (previously Premier Manager) distinction is held by a select group of Managers at Wells Fargo Advisors and reflects a superior level of professional achievement and a steadfast commitment to achieving business objectives.

CA Insurance License Number: 4439197. Resident State VA

Charles "Chuck" Markson has dedicated the last 35 years to helping his clients navigate the shifting financial markets to reach their wealth management goals. His mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity.

Chuck believes it takes careful planning to help ensure your wealth continues to work in support of your goals. As such, this planning is not a single event but a constant process of adaption. Chuck works continually with his clients to update their investment strategies as the market and life circumstances change. He helps clients stay current with regulatory and legal changes and uses investment planning strategies to help preserve their wealth - now and for generations to come.

Chuck has been recognized on the Wells Fargo Advisors Platinum Council in 2016, 2017, 2020, 2021 and 2022. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

Residing just south of Old Town Alexandria, Chuck, his wife Linda and their two children enjoy every aspect of living in the thriving suburbs of the Washington D.C, metropolitan area. He coached soccer for over 25 years with the local community sports clubs before retiring to the golf courses of Northern Virginia. As an active member of the Mount Vernon Golf Club, he hopes to enjoy the game of golf for many years to come.

CA Insurance License Number: 4226633. Resident State VA

Andy Strobel is an Executive Vice President and Wealth Advisor at 114 Private Wealth. For over 34 years he has helped guide his clients toward building and safeguarding their wealth while focusing on creating genuine long-term relationships.

Employing a consultative process, Andy conducts in-depth discussions to help understand and evaluate the unique goals, values, and circumstances of each client. Through his thoughtful and collaborative approach, he can implement a broad range of planning services paired with personalized investment strategies while also fostering enduring and authentic connections with clients and their families. Andy proactively works with other professionals involved in his clients’ lives, such as CPAs and estate attorneys, which helps him gain additional insight regarding portfolio management.

In his spare time, Andy enjoys educating younger generations on the value of personal financial responsibility. He also stays active in wildlife conservation efforts and is an avid hiker as well as an accomplished nature photographer.

CA Insurance License Number: 0C77187. Resident State FL

For nearly 30 years, Jon Ustun has enjoyed working closely with his clients to develop customized investment strategies to help them achieve their goals and to support the causes they are passionate about. Jon prioritizes client comfort and confidence in the investment plans, emphasizing education and transparency throughout the investment process.

As a PIM Portfolio Manager, Jon employs a holistic approach to wealth management, conducting thorough discovery sessions to identify focus areas such as retirement planning, philanthropy, and estate planning strategies. He often specializes in dividend growth balanced strategies utilizing quantitative tools and stop-loss disciplines when appropriate. His commitment to his clients helps ensure they are well-informed and empowered to make decisions that align with their financial goals.

Prior to specializing in the financial field, Jon taught elementary school for nine years and enjoyed every minute of it. Previously, he obtained a bachelor’s degree in English Literature from the University of Maryland and a certification in Education from George Washington University.

Jon has been married for over 30 years and is the proud father of two wonderful daughters. He is a current member, and former president, of the Optimist Club of Alexandria. When he isn’t coaching elementary and middle school soccer and basketball, he enjoys hiking, camping and training his Red Heeler, River.




The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.

CA Insurance License Number: 0M75234. Resident State VA

Phil is a Wealth Advisor with 114 Private Wealth. He focuses on building long lasting client relationships based on honesty and integrity. In particular, Phil strives to uncover what is most important to each client when designing personalized investment strategies.

Phil graduated from Virginia Tech with a Bachelor of Science in Business. He has over 10 years of wealth management experience and holds the Series 7 and 66 securities registrations and life, health, and variable insurance licenses. Phil has also earned his CERTIFIED FINANCIAL PLANNER^® certification.

Phil resides in Alexandria, VA and enjoys spending time with family and friends, exploring the outdoors and national monuments around Washington, D.C., and playing golf.

CA Insurance License Number: 0M90375. Resident State VA

Tracy Hoben-Shelkin has over 25 years of financial services experience. She is a seasoned professional who brings a wealth of knowledge and experience to her role and a strong passion for helping clients achieve their financial goals. Her strong work ethic and commitment to excellence have been evident throughout her career. From 2012 through 2018, she was repeatedly recognized as one of the Wells Fargo Advisors Platinum Council Client Associates* based on exemplary service and professionalism. She holds the Series 63, 66 and 7 securities registrations.

A native of Alexandria, Tracy earned a bachelor’s degree in Business Administration from George Mason University. She is an advocate for the National Breast Cancer Foundation.

Away from the office, she enjoys traveling to watch her son play college baseball and her daughter's competitive dancing.



*The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

Roxy joined 114 Private Wealth in 2017. With over 10 years of experience in the financial industry, she focuses on complex, detail-oriented projects and providing a superior client experience. She in particular enjoys working on investment plans for high-net-worth and multi-generational clients.

She graduated from George Mason University in 2013 with a bachelor’s degree in Government and International Politics. She also holds the FINRA Series 66 and 7 securities registrations. Roxy has also earned the CERTIFIED FINANCIAL PLANNER^® professional certification.

Away from the office, Roxy enjoys staying active, traveling and spending time with her family.

Alyssa joined Wells Fargo & Company in 2014 as a Personal Banker. With both banking and investment experience, Alyssa’s goal is to build long term client relationships based on trust and providing top-notch service.

She graduated from the College of Central Florida with her bachelor’s degree in Business and Organizational Management and holds the Series 7 and Series 66 securities registrations.

Born and raised in the horse capital of the world, Ocala, FL, Alyssa spent summers tending to the horses on the family farm. In her free time, she continues to enjoy riding horses and outdoor sports.

Annie has been with 114 Private Wealth since 2021. Her background in the public relations industry allows her to provide a high-level service experience to our clients. She brings her meticulous attention to detail, strong organizational skills, and joy of writing to the team.

Annie graduated from the University of Virginia in 2011 with a bachelor’s degree in Sociology. She holds the FINRA Series 7 and Series 66 securities registrations.
When she’s not in the office, Annie enjoys spending time with her family and trying new recipes in the kitchen.

Cam joined 114 Private Wealth in 2025. Starting in the industry in 2015, he was previously a Qualified Supervisor within Wells Fargo Advisors specializing in compliance and risk.

He graduated from Elon University in 2015 with a bachelor’s degree in Applied Mathematics. Cam also holds the FINRA Series 7, 66, 9, and 10 securities registrations.

Cam resides in Washington, DC with his girlfriend, Kelsey, and their cat, Buddy. Away from the office, Cam enjoys walking around DC and watching sports, especially the Commanders.