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.

Audrey Jones is a financial advisor at Poder Wealth Advisors with a Series 65 designation and three years of industry experience. She previously worked at Carson Wealth and CWM, LLC. Outside of her advisory role, she is the founder and CEO of SkateFit, LLC, a fitness business. Poder Wealth Advisors serves individual clients, including high-net-worth households, business owners, and nonprofit entities. The firm uses a primarily passive, Modern Portfolio Theory-based investment approach and offers discretionary portfolio management, financial planning, and insurance assistance.

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.

Dzhemma Menkeeva is a financial advisor at Foxman Asset Advisors Inc. with one year of industry experience. Prior to joining Foxman Asset Advisors in 2025, she worked at PJSC Rosbank for 11 years and at Suffolk University for one year. She is also an insurance agent involved in client solicitation for insurance products. Foxman Asset Advisors provides advisory services to individual investors, corporations, trusts, and foundations, offering discretionary portfolio management, financial planning, and consulting. The firm generally pursues long-term trading strategies based on fundamental analysis, modern portfolio theory, and quantitative techniques.

Michael Schwartz is a financial advisor with MZ Capital, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has worked at MZ Capital Management since 2018 and previously held roles at Securities America Advisors, Inc., Securities America, Inc., and Master's Financial Associates. Outside of advising, he owns Home Instead Senior Care and serves as a regional leadership council member for Messiah College. MZ Capital Management provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a passive, asset-class allocation strategy using institutional funds with a buy-hold-rebalance approach and offers ongoing portfolio supervision, written planning reports, newsletters, and client seminars.

Ryan Beckwith is a financial advisor at Bluestone Financial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at GP Strategies Corporation and Waddell & Reed. Bluestone Financial Advisors primarily serves entrepreneurs, business owners, high-net-worth individuals, corporations, and charitable organizations. The firm provides personal CFO services including financial planning, consulting, and investment management, with a focus on long-term financial strategy, capital allocation, and risk management.

Mikayla Rodarte is a financial advisor at Capitol Financial Consultants, Inc. with one year of industry experience. She holds a Series 65 designation and has prior work experience at George Mason University and Westfield High School. Outside of her advisory role, she is the lead instructor and general manager at Kore Defense Industries, where she teaches martial arts and manages youth and women’s programs. Capitol Financial Consultants provides financial planning and investment supervisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a buy-and-hold investment approach with adjustments based on market conditions and offers ancillary services including tax preparation and business planning.

Iram Amir is a CFP® and Series 65-registered advisor with SageVest Wealth Management in McLean, VA, bringing three years of industry experience. Prior to joining SageVest, Iram worked at Global Advisor Group and Pavlov Financial Planning. SageVest Wealth Management is an independent, fee-only advisory firm managing approximately $423 million in discretionary assets for individuals, families, trusts, charitable accounts, and small businesses. The firm constructs diversified, multi-asset portfolios using no-load mutual funds, ETFs, and individual bonds, combining fundamental and limited technical analysis with integrated financial planning.

Travis Funkhouser is a financial advisor at Glover Park Wealth Management, LLC in Gaithersburg, MD. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining the advisory firm, he has worked at the National Institutes of Health and Maryland Tax Service, Inc. outside the financial advisory industry. Glover Park Wealth Management is a small, owner-operated SEC-registered advisory firm that serves individuals—including high-net-worth clients—trusts, estates, corporations, and retirement plans. The firm offers customized investment management, financial planning, and retirement plan advisory services, utilizing a variety of strategies and portfolio constructions to meet client needs.

Tomasz Cymer is a CFP® and CFA® with 19 years of experience in financial advising. He is the principal of Opulen Financial Group, LLC, an independent advisory firm he has led since 2014, and has operated as a sole proprietor since 2009. In addition to his advisory work, Cymer holds a licensed insurance agent role, spending part of his time on life, disability, and long-term care insurance sales. He is also involved in educational seminars and teaching through a separate corporate entity. Opulen Financial Group serves individuals, high-net-worth clients, and corporations with portfolio management, comprehensive financial planning, and retirement plan services. The firm emphasizes documented investment policies, fundamental analysis, and combines direct management with third-party platform oversight, while offering ERISA 3(21) fiduciary services and participant education.

Taro Taguchi is a financial advisor at MZ Capital, LLC with 9 years of industry experience. He holds a Series 65 designation and has been with MZ Capital Management since 2015. MZ Capital Management provides discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm emphasizes a passive, asset-class allocation approach using institutional funds within a buy‑hold‑and‑rebalance framework, managing accounts primarily on a discretionary basis with individualized investment policy statements.

Justin Roudiez is a CFP® and ChFC® with 16 years of industry experience. He is currently with White Oak Wealth Management, operating under Oakmont Wealth Advisory, where he has worked since 2019. His prior experience includes roles at Northwestern Mutual Wealth Management Company and affiliated entities from 2008 to 2017. Oakmont Wealth Advisory, doing business as White Oak Wealth Management, provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and charitable organizations. The firm employs a range of investment vehicles and strategies, including borrowing and derivatives within separately managed accounts, and integrates financial planning with portfolio management.

John Ohly is a financial advisor with Bontempo Ohly Capital Management, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Bontempo Ohly since 2004. Bontempo Ohly Capital Management provides discretionary investment management, financial planning, and consultation services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm uses strict quantitative modeling and customized portfolios based on client risk tolerance, time horizon, and goals, operating with discretionary trading authority and conducting ongoing portfolio reviews.

Joshua Stillman is a financial advisor at Capitol Financial Consultants, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Capitol Financial Consultants since 2014. Outside of his advisory role, he serves as an adjunct professor at George Mason University, teaching a financial planning and wealth management capstone course. Capitol Financial Consultants provides financial planning, investment advice, and supervisory services to individuals, high net worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs in-house asset allocation models, fundamental analysis, and manager due diligence, following a primarily buy-and-hold strategy with tactical adjustments.

Farzana Sultana is a financial advisor at Crescent Meridian Capital LLC with over 23 years of industry experience. She holds a Series 66 credential and previously worked at Ameriprise Financial Services from 2010 to 2026. Outside of advisory work, she is involved in business ownership of JaMaxwell Logistics and serves on the boards of the Bangladeshi American Network for Democracy and the Holy Cross S&C Dhaka Alumni. Crescent Meridian Capital offers discretionary and non-discretionary investment management and financial planning services to individuals, families, and small businesses. The firm focuses on long-term growth, capital preservation, and risk management through diversified portfolios utilizing ETFs, mutual funds, equities, and fixed income, with an emphasis on direct management and tax-aware strategies.

Ormand Bontempo is a financial advisor with Bontempo Ohly Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Bontempo Ohly Capital Management since 2004. Bontempo Ohly Capital Management provides discretionary investment management, financial planning, and consultation services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm uses strict quantitative modeling for security analysis and manages customized portfolios based on client risk tolerance, time horizon, and goals.

Brian Scanlon is a financial advisor at Capstone, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Archstone Capital, LLC and Height Analytics, LLC, among others. In addition to his advisory role, Scanlon serves as Director of Institutional Sales at Capstone, focusing on policy research and access to related events. Capstone serves institutional investors such as mutual funds, hedge funds, private equity firms, and long-only managers by providing policy analysis, regulatory due diligence, and written research products. The firm emphasizes vetted, impersonal research and advisory services without managing client assets, delivering comprehensive reports and deep-dive due diligence for clients globally.

Daniel Irvine is a financial advisor at 3Summit Investment Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Wells Capital Management, Inc. and both entities of 3Summit since 2010. He serves as Chairman of the Board of Trustees for PHILLIPS Programs and is a board member of SpringForward, both nonprofit organizations in Washington, DC. 3Summit Investment Management is a team-based registered investment adviser serving individuals, charitable organizations, companies, and other advisers. The firm manages approximately $25 million in client assets using customized portfolios developed through proprietary software, combining multiple investment approaches and offering both discretionary and non-discretionary management.

David Morgante is a CFP® and Series 66 licensed financial advisor with 23 years of experience. He has worked at Variant Private Wealth LLC since 2017 and previously spent 13 years at Ameriprise Financial Services, Inc. Outside of his advisory role, Morgante owns and operates an income tax preparation business. Variant Private Wealth provides fee-based financial planning and individualized investment management to a range of clients, including individuals, families, trusts, and organizations. The firm combines fundamental and technical analysis to tailor investment strategies based on client-specific financial plans.

Ed Leads a team revolutionizing financial planning for federal employees. Valor Wealth Partners is a veteran-owned business with an office in Washington, D.C. and serving clients virtually in 19 states. With over 25 years of experience providing financial planning guidance, Ed has helped hundreds of families navigate complex and emotional dilemmas. He combines decades of experience with personalized strategies to help clients meet their needs. By simplifying his comprehensive analysis into down-to-earth terms, he is able to help clients understand their situation and take positive actions. Helping people with their financial goals is a deeply personal mission for Ed. Early struggles with money led him to pursue a meaningful career guiding people through the financial planning process. As a Certified Financial Planner, Ed follows the CFP Board’s Code of Ethics and Standards of Conduct. The complex knowledge required to obtain and maintain this professional designation helps Ed develop extensive financial plans that hardworking people deserve. Ed’s devotion to the community is evident in the numerous charitable associations where he volunteers his time. He’s currently a captain for a team of cyclists in the annual Pan-Mass Challenge and is a two-time marathoner for the Leukemia and Lymphoma Society. He attributes his core values of integrity and attention to detail to his service with the U.S. Marines. We invite you to see our passion and knowledge on how your federal benefits can be maximized at our YouTube channel: https://www.youtube.com/c/FinancialPlanning4Feds