Joseph Trimble

Kevin Lozer is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Oakton Financial, LLC. He previously worked for ten years at CLEARLOGIC FINANCIAL, INC., formerly known as Ticknor Atherton & Associates. Oakton Financial serves high-net-worth individuals and small businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes a strategic asset-allocation approach based on Modern Portfolio Theory, tax-aware investments, and a boutique, limited-client model without charging percentage-of-assets-under-management fees.

Kartik Patel is a financial advisor at Simplify Investments with eight years of industry experience and holds a Series 65 designation. He also serves as president of Data Express Inc., an information technology consulting firm where he provides business analysis and strategic advice to clients, including those in the financial sector. Prior to founding Data Express, he worked at Tech Karma Inc. for six years. Simplify Investments is an independent, fee-only registered investment adviser serving private individuals, families, and small businesses. The firm employs a fundamentally driven, value-oriented investment approach focused on U.S.-traded stocks, ETFs, and bonds, maintaining a concentrated portfolio and making limited quarterly changes.

Sunil Pai is a CFA® charterholder and the sole advisor at Proforza Advisors LLC, with 16 years of industry experience. He has led Proforza Advisors since its founding in 2012. Pai is also the managing member of Quantworks, LLC, a now dormant investment-related business. Proforza Advisors provides fee-based investment management primarily to institutional clients such as pension funds and endowments, as well as high net worth individuals. The firm utilizes a systematic, quantitative Active Risk-Based investing (ARBi) methodology that employs algorithms to construct and actively rebalance portfolios of liquid ETFs and stocks.

Mitchell Martin is a CFP® with 21 years of experience and the sole advisor at Mitchell Advisory Inc, an independent firm based in Reston, VA. He has led Mitchell Advisory since 1991. Outside of financial advising, he is a 50 percent owner and president of a bagel café managed by his wife, where he oversees the company’s finances. Mitchell Advisory Inc provides fee-only investment advisory and financial planning primarily to high-net-worth individuals and charitable organizations. The firm emphasizes asset allocation through a value-oriented approach using no-load mutual funds, ETFs, closed-end funds, and selective individual securities, managing approximately $69.5 million for a small client base.

John Herr is a financial advisor with Alpha Strategies Corporation in Sterling, VA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Alpha Strategies Corporation since 2010. The firm provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. Alpha Strategies manages approximately $47.9 million across about 86 client accounts, employing modern portfolio theory to construct diversified portfolios with both traditional and alternative investments, and retains all portfolio management in-house.

Mehdi Grayeli is the principal of Grayeli Investment Management in Reston, VA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Grayeli, Inc. since 1997. Grayeli Investment Management is an independent registered investment adviser managing approximately $17.9 million for about 25 households, including individuals, high-net-worth clients, trusts, and pension and profit-sharing plans. The firm provides discretionary investment management and financial planning, using a goal-based planning process focused on capital preservation, risk management, and a long-term, diversified buy-and-hold strategy.