Kurt Cooper is a financial advisor at Kingdom Capital Advisors, LLC in Fairfax, VA, holding a Series 65 designation with four years of industry experience. He has worked at Kingdom Capital Advisors since 2021 and previously spent seven years with Indigo Golf Partners. Kingdom Capital Advisors provides discretionary portfolio management to individuals, family offices, and investment companies, focusing on micro- and small-cap equity strategies. The firm builds concentrated portfolios using fundamental and cyclical analysis and employs active trading tools including long and short positions, margin, and options.

Paula Pass is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Arkagos Advisors & Asset Management, Inc. since 2021. She previously worked at Brookstone Capital Management and Center Street Advisors. Outside of her advisory role, she operates as an independent insurance agent through Pass Advisory Firm LLC. Arkagos Advisors and Asset Management provides portfolio management, financial planning, and private investment advice to individual and high-net-worth clients, often requiring a minimum account size. The firm offers both discretionary and non-discretionary services, emphasizing individual stocks, sector ETFs, and private investment opportunities.

Robert Lee is a CFA® charterholder with 13 years of industry experience. He has been with Doxa Capital, LLC since 2015, where he serves as one of two advisors. Doxa Capital provides portfolio management services to individuals, charitable organizations, and corporate or profit-sharing plans. The firm offers two program options: Genesis, a rules-based ETF asset-allocation system, and Comprehensive Management, which includes discretionary management using various analytical techniques and trading strategies.

Thomas Welsh is a financial advisor with Pegasus Financial Group LLC in Oakton, VA, holding a Series 66 designation and 15 years of industry experience. He has been associated with Pegasus Financial Group since 2011 and also operated under his own name from 2014 to 2026. Pegasus Financial Group serves individuals, estates, trusts, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes low-cost, diversified mutual funds and ETFs, employs fundamental analysis with a long-term orientation, and provides formal 3(21) retirement-plan advisory services.

Garry Bishop is a financial advisor at ProFocus Incorporated with a Series 65 credential and one year of industry experience. Prior to joining ProFocus, he worked for 13 years at the Department of Defense. ProFocus serves individual clients, including high-net-worth households, as well as pension plans and business entities, offering fee-based investment advisory, financial planning, and business management services. The firm employs a tactical allocation strategy that emphasizes risk reduction and fundamental analysis, managing portfolios primarily on a discretionary basis and providing a range of investment instruments tailored to client objectives.

Tyler James is a financial advisor at The Scott S. James Company with a Series 65 designation and three years of industry experience. Prior to his current role, he worked at Market America and has experience in education from his time at Union College and Falls Church High School. The Scott S. James Company provides financial planning, portfolio management, and trustee services to individuals, small businesses, charities, trusts, and estates. The firm customizes investment programs using a combination of fundamental, technical, quantitative, and modern portfolio theory techniques, with a focus on education and retirement funding, cash flow, tax, risk management, and estate planning.

Richard Pinion is a financial advisor with Pinion Financial Services, LLC in Bethesda, MD, holding CFP® and ChFC® designations and over 40 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been with OSAIC since 2023. Outside of investment advisory work, he is involved in health and life insurance writing and recruitment. Pinion Financial Services provides financial planning, pension and retirement-plan consulting, and referral services for third-party investment advisory programs. The firm emphasizes selecting and monitoring outside advisors and favors long-term mutual fund investments, without managing client assets on a discretionary basis.

Peter Ryan is a financial advisor at Alikos Wealth Management, LLC with nine years of industry experience. He holds the Series 65 designation and has been with Alikos since 2015. Ryan also has over 30 years of experience at Ryan & Wetmore P.C. Outside of his advisory work, he is involved as a member in several real estate investment partnerships. Alikos Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and small businesses by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes long-term, broadly diversified portfolios primarily implemented with passively managed mutual funds and ETFs, and offers customized solutions including ESG, tax-sensitive, and fixed-income accounts.

Tiffany Blackburn is a financial advisor at Arkagos Advisors & Asset Management, Inc., holding a Series 65 designation. She has been with Arkagos since 2024 and has experience working in related roles, including at Vector Wealth Strategies and Henmead Enterprises, Inc. Blackburn is also affiliated with George Mason University for the years 2023 to 2025. Arkagos Advisors and Asset Management serves individual and high-net-worth clients by offering portfolio management, comprehensive financial planning, and access to private investments. The firm uses model-based allocations combining technical, fundamental, and modern portfolio theory techniques tailored to clients’ objectives and risk tolerance, with a notable focus on private placement investments alongside traditional advisory services.

Policarpio Sanchez is a CFP® professional with 24 years of industry experience. He is a principal at Sanchez & Zures, LLC, where he has worked since 2006. Prior to that, he spent nine years with UFC Gym. Sanchez & Zures, LLC provides investment management and financial planning services to individual and high-net-worth clients. The firm follows a long-term, passive investment approach emphasizing asset allocation and primarily uses exchange-traded funds, offering portfolio construction, ongoing rebalancing, and written financial plans.

Frederick Hubach is a CFP® professional with six years of industry experience. He is currently with Generational Private Wealth, where he has worked since 2025. His prior experience includes roles at Belgrade Wealth Management LLC, Hemington Wealth Management, and Andersen. Generational Private Wealth serves high-net-worth individuals, trusts, retirement plans, and nonprofit entities, offering discretionary investment management and advanced financial planning. The firm emphasizes strategic asset allocation, diversification, and fundamental analysis, managing approximately $263 million across 49 client relationships.

Saqib Rashid is a financial advisor at One Oak with 11 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Inverness Capital Advisors, Blue Sand Securities LLC, and Abraaj North America. Outside of his advisory role, he is a partner at OneOak Holdings, LLC, which provides outsourced CIO and investment guidance services to charitable foundations, and he also consults with several private equity and venture capital firms on marketing and institutional investor relations. One Oak offers outsourced chief investment officer and customized investment advisory services primarily to institutional clients such as endowments, foundations, and family offices. The firm focuses on a low client-to-advisor ratio with a high account threshold and employs an integrated OCIO model that includes manager selection, risk management, and access to alternative investments.

Gillian Curran is a CFP® professional with 21 years of experience in financial advising. She has been with Prospect Financial Group LLC since 2004. Outside of her advisory work, she is an owner of a rental real estate business in Ocean City, New Jersey. Prospect Financial Group LLC provides fee-only financial planning and discretionary investment management to individuals, personal trusts and estates, and small-business retirement plans. The firm operates as a fiduciary, employing a strategic asset allocation approach primarily using mutual funds and ETFs, and also offers retirement-plan consulting services alongside individual wealth management.

Daniel Serra is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at SageVest Wealth Management since 2021. Prior to joining SageVest, he worked for seven years at Chevy Chase Trust Company. He also serves as an adjunct faculty member in higher education at Southern New Hampshire University. SageVest Wealth Management is an independent, fee-only firm that provides discretionary investment management and coordinated financial planning services to individuals, families, trusts, charitable accounts, and small businesses. The firm manages diversified, multi-asset class portfolios using no-load mutual funds, ETFs, and individual bonds, combining fundamental analysis with research-driven tactical adjustments without market timing.

Jennifer Myers is a CFP® and Series 65 credentialed advisor with 29 years of industry experience. She has been with Sage Financial Management Group, Inc., now known as SageVest Wealth Management, since 2007. SageVest Wealth Management is an independent, fee-only advisory firm serving individuals, families, trusts, charitable accounts, and small businesses. The firm manages approximately $423 million in discretionary assets with a team of four advisors and employs diversified, multi-asset class portfolios that combine fundamental analysis with limited technical analysis, supported by an independent consulting firm.

Richard Allridge is a CFP® professional with 26 years of industry experience. He is a principal at Allridge Wealth Management, Inc., where he has worked since 2002, and also is associated with Century Financial Group, LLC. Allridge Wealth Management, Inc. is an independent, fee-only firm offering customized investment management and advisory services primarily to individuals, trusts, estates, charitable organizations, retirement plans, and other entities. The firm manages all client accounts on a non-discretionary basis, providing portfolio recommendations and ongoing monitoring without exercising trading authority.

Audrey Jones is a financial advisor at Poder Wealth Advisors with two years of industry experience. She holds a Series 65 designation and has previously worked at Carson Wealth, CWM, LLC, and the Elwood & Goetz Wealth Advisory Group LLC. Outside of her advisory role, she is the CEO and founder of SkateFit, LLC, a fitness business. Poder Wealth Advisors serves individual clients, business owners, and nonprofit entities, focusing on discretionary portfolio management and comprehensive financial planning. The firm employs a primarily passive investment approach based on Modern Portfolio Theory and provides tailored planning tracks for diverse client needs.

Edward Giese is a Series 65-registered financial advisor with 14 years of industry experience. He is currently with Promethium Advisors, LLC, where he has worked since 2024. Prior to joining Promethium, he was with Sargent Investment Group LLC and United Capital Financial Advisors. Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting services to both individual and institutional clients. The firm employs a diversified investment approach, combining passive and active strategies, alternatives, and tactical asset allocation, and manages a wrap fee program that encompasses the majority of its assets.

Kevin Mcloughlin is a CFP® professional with six years of industry experience, currently advising at Trio Wealth Management, LLC. His prior experience includes roles at Chain Bridge Bank, United Capital Financial Advisers, Arista Wealth Advisors, and Capital Financial Services. Trio Wealth Management is a fee-only, SEC-registered advisory firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm combines strategic asset allocation and a mix of passive and active investment vehicles with options to delegate management to independent third-party managers while maintaining supervisory oversight.

Alon Zieve is a financial advisor at Aption Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Aperios Solutions Ltd, Bringg Delivery Technologies, and Seeking Alpha. Outside of his advisory role, he serves as CEO of Apeiros Inc and its subsidiary Apeiros Solutions Ltd, and is the sole owner and CEO of Eximia Ltd, a consulting firm. Aption Advisors provides investment advice to individuals with large, concentrated positions in venture-backed private companies, focusing on share forward transaction contracts to help clients reduce concentration risk. The firm uses proprietary technology to monitor private holdings and does not exercise investment discretion or recommend other securities.