Timothy Wesling is a CFP® and holds a Series 66 license, with 23 years of experience in the financial industry. He previously worked at Morgan Stanley DW Inc. for three years. Wesling Financial Planning Services Corp. serves individual clients, including high-net-worth individuals, offering portfolio management, comprehensive financial planning, 401(k) and qualified-plan advisory services, as well as divorce-planning advice and tax preparation. The firm uses fundamental analysis and a combination of long- and short-term trading strategies tailored to client objectives, integrates in-house tax preparation and certified divorce-financial analysis, and provides court and mediation support.

Harry Gaskin is a CFP® with 19 years of industry experience and has been the sole advisor at G, G, & M Financial Goals since 1998. He holds Series 63 and Series 65 licenses. G, G, & M Financial Goals provides comprehensive financial planning and investment advisory services to a select client base that includes high-net-worth individuals and small business retirement plans. The firm manages assets on a non-discretionary basis, combining fundamental and technical analysis to recommend securities aligned with client objectives.

Garo Partoyan is the sole advisor at Potomac Wealth Strategies, LLC in Alexandria, VA, holding a Series 66 designation with 24 years of industry experience. His prior roles include positions at Morgan Stanley, A. G. Edwards & Sons, and Wells Fargo Clearing. Since 2009, he has led Potomac Wealth Strategies, an independent firm. Potomac Wealth Strategies provides portfolio management, investment planning, and third-party manager selection to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm operates primarily on a non-discretionary basis, emphasizing fundamental analysis and utilizing both long- and short-term strategies.

Melissa Carriles Biggham is an advisor at Lasting Legacy Wealth Management, LLC in Alexandria, VA, with eight years of industry experience. She holds Series 63 and Series 65 credentials and has held positions at Bay Financial Planning and Tax Services and Cambridge Investment Research, among others. She is also an independent insurance agent and provides retirement benefit education through the Federal Employees Retirement and Benefits Institute. Lasting Legacy Wealth Management serves individual and high-net-worth clients, offering investment management and financial planning services that include fixed-scope plans, hourly consulting, and subscription-based retirement planning tailored to federal employees. The firm employs third-party investment advisers and model portfolios, combining fundamental and technical analysis with regular portfolio reviews and rebalancing.

Christine Parker is a CFP® professional and the sole advisor at Parker Financial, LLC, an independent firm she has led since 2007, with a total of 19 years in the industry. She holds the Series 66 designation and is based in La Plata, MD. Parker Financial, LLC provides investment advisory and consulting services to individuals, trusts, estates, one-owner small businesses, charitable organizations, and select institutional clients. The firm employs a long-term, tax-efficient investment approach grounded in Modern Portfolio Theory and integrates environmental, social, and governance (ESG) considerations, primarily using low-cost passive ETFs, equities, and investment-grade fixed income.

Keanon Swan is a financial advisor at Tennext LLC with one year of industry experience. He holds a Series 65 credential and has professional experience at Cygne Advisors and Kansas City University. Outside of his advisory role, Swan serves as Director of Analytics at the Samuel U. Rodgers Health Center, a nonprofit community health center where he focuses on data analysis and risk reporting. Tennext LLC provides discretionary portfolio management and develops individualized Investment Policy Statements for clients including individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm employs an evidence-based, multi-disciplinary investment approach incorporating quantitative models, fundamental and technical analysis, and behavioral finance, catering to clients with varying risk tolerances through tailored portfolio strategies.

Abel Gizaw is the sole advisor at Gizaw Capital Management, LLC in Alexandria, VA, holding the CFA® designation and Series 63 license with nine years of industry experience. He previously worked at SFG Asset Advisors and concurrently serves as Vice President and Director of Corporate Development at Accel Entertainment, focusing on mergers and acquisitions. Gizaw Capital Management is an independent, state-registered investment adviser managing equity-focused accounts for private investment funds and individual clients. The firm employs a concentrated, value-oriented approach centered on global micro- and small-cap stocks, with investment decisions based on fundamental research and intrinsic value estimates.

Andrea Brashears Sampson is a CFP® professional with 12 years of experience in financial planning. She is the principal of Wise Financial Counsel, LLC and has previously worked at West Financial Services, Inc., Wealthcare Financial Group, Inc., and Omega Wealth Management. Outside of financial advising, she serves as president of GIGS Music Productions, LLC, which promotes songwriting and music distribution, and WE R WISE, Inc., a nonprofit focused on networking and professional development. Wise Financial Counsel, LLC provides fee-only financial planning, counseling, and strategic business planning services to individuals, families, small-business owners, and corporations. The firm emphasizes written financial plans and ongoing counseling rather than asset management or specific securities recommendations, and it offers public seminars and workshops as part of its client services.

Thomas Massie is a CFP® professional with 14 years of industry experience. He is the sole advisor at Massie Financial Planning Inc. in Alexandria, VA. His prior experience includes roles at TIAA-Cref Individual & Institutional Services and ReFrame Wealth LLC. Massie Financial Planning Inc. serves individual and high-net-worth clients, offering investment advisory, financial planning, and retirement plan advisory services. The firm employs diversified, passively managed asset-allocation strategies and partners with an independent portfolio manager for trade execution and model portfolio maintenance.

I’m Dedrick Curtis, founder and lead planner at Penny Earned Financial. After dedicating 20 years to helping others improve their lives, I founded Penny Earned to provide honest, transparent financial guidance that truly puts people first. Too often, I saw traditional financial advising prioritize sales over solutions, and I knew there had to be a better way. As a Veteran and Military Spouse, I have a deep understanding of the unique financial challenges faced by those who serve. That’s why I specialize in working with service members, veterans, and anyone striving for a brighter financial future. As a CERTIFIED FINANCIAL PLANNER® professional, I’m committed to upholding the fiduciary standard, always acting in your best interests. My mission is to help you confidently navigate life’s financial decisions with clarity and purpose.

Edward Anderson III is a CFP®-certified financial advisor with 13 years of industry experience, operating ClearVue Financial in Alexandria, VA. He is the sole practitioner at ClearVue Financial and has been involved with affiliated entities including ClearVue Tax Advisors, a tax planning and preparation service he owns and operates separately. His prior work includes managing ClearVue Financial Planning since 2016 and ClearVue Insurance Service until 2018. ClearVue Financial offers comprehensive financial planning and discretionary investment management primarily to working individuals and small businesses. The firm develops individualized investment policies and manages diversified portfolios using low-cost mutual funds and ETFs, combining passive and active strategies under a bundled wrap-fee structure, and also provides educational resources and tax preparation services through an affiliated entity.

Glenn Fischer is the sole advisor at Fischer Wealth Advisors, LLC, an independent registered investment adviser based in Alexandria, VA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to founding his firm in 2015, Fischer was involved in family office services and property management. He also manages an insurance agency, providing various insurance products including home, auto, and business coverage. Fischer Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, corporations, and other advisers, offering discretionary portfolio management, financial planning, and access to third-party advisers. The firm employs a range of investment strategies including fundamental and technical analysis, quantitative models, and modern portfolio theory.

John Corry is the sole principal of Arete Capital Management in Alexandria, VA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He previously worked at Wells Fargo Clearing from 1999 to 2003 before founding Arete Capital Management, where he has been practicing since 2003. Arete Capital Management is an independent registered investment adviser serving individuals and small businesses with asset allocation and portfolio management across cash, fixed income, equities, mutual funds, and ETFs. The firm combines fundamental and technical analysis, utilizes third‑party research providers, and conducts quarterly account reviews.

Michael Bryant is a financial advisor at First Perspective Capital LLC with one year of industry experience. He has worked at Digital Realty, Inc. since 2014, where he currently oversees datacenter operations for a publicly traded real estate investment trust. First Perspective Capital LLC provides discretionary portfolio management, financial planning, and pension and employee benefit plan consulting to individuals, high-net-worth clients, and corporate entities. The firm employs multiple methods of analysis and generally implements long-term trading strategies under discretionary authority, offering pension consulting services that include manager selection, monitoring, and written plan documentation.

Joseph Bonaccorsy is a CFP® professional with 24 years of experience in the financial services industry. He has been with Core Advisory, LLC since 2005 and is licensed to sell various insurance products, spending approximately 80% of his time on insurance activities. He holds Series 63 and Series 65 licenses. Core Fiduciary Advisors provides financial planning, investment advisory, and pension consulting services to institutional clients such as small-business retirement plans, corporate pension plans, and charitable organizations. The firm focuses on selecting and monitoring third-party institutional managers and coordinates with other professional advisors for estate, tax, and risk-management planning.

Francisco Anguita Veliz is a financial advisor with Amauta Financial, holding a Series 66 designation and 18 years of industry experience. He founded Amauta LLC in 2015 and previously worked at LPL Financial from 2015 to 2017. Amauta LLC provides portfolio management and financial planning primarily to individual clients, including high-net-worth individuals. The firm uses a combination of fundamental and quantitative analysis, offering discretionary portfolio management and fixed-fee financial plans while serving a geographically diverse client base, including a significant proportion of non-U.S. clients.

Alessandro D'agaro is a CFA charterholder and principal of D'Agaro Financial Advisory LLC, an independent advisory firm based in Alexandria, VA. He has one year of experience at his current firm and previously worked for six years at Thrivent Asset Management. D'Agaro Financial Advisory LLC provides investment management and comprehensive financial planning services to individual and high-net-worth clients on a fee-only, fiduciary basis. The firm integrates fundamental equity analysis with Modern Portfolio Theory, primarily using passive funds and ETFs, and offers flexible planning options including project-based engagements.

Michael Casey is a CFP® with 10 years of industry experience and is the principal advisor at American Executive Advisors, LLC. He previously worked at Retirement Wealth Advisors and currently owns MC MGMT, LLC, where he is involved in life and health insurance sales. He is also a co-founder of Bitlyf, LLC, a company developing a patent-pending system for digital assets. American Executive Advisors serves individuals, corporations, and pension or profit-sharing plans, offering comprehensive financial planning, consulting, discretionary portfolio management, and retirement plan consulting. The firm uses a tactical asset allocation approach with customized portfolios and occasionally incorporates digital assets on a non-discretionary basis.

John Sharrock is the principal advisor at Rising Tides Financial Planning LLC in Alexandria, VA. He holds Series 63 and Series 65 licenses and has one year of experience in financial advising, following a 23-year career at the Department of Defense. Rising Tides Financial Planning LLC offers fee-only financial planning to individuals, high-net-worth clients, federal employees, and military personnel. The firm provides customized, ongoing planning services across a range of areas including retirement, tax strategies, estate planning, and investment analysis, without offering discretionary investment management or custody of client assets.

Freeman Jelks is a CFP® professional with 23 years of experience in financial advising. He has led FNJ 3, LLC since 2008, operating as an independent advisor in Alexandria, VA. FNJ 3, LLC provides portfolio management and financial planning services to individuals, pension plans, charitable organizations, and small businesses. The firm emphasizes tailored portfolios with a buy-and-hold approach and offers specialized pension consulting, including 401(k) plan setup, serving a diverse client base with discretionary management and quarterly reviews.