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.

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.

Ehab Selim is a financial advisor at Investology Inc. with 21 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Investology in 2017, he worked at Lincoln Financial Advisors, New England Securities, Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley Dw Inc. In addition to his advisory role, he is an agent offering various insurance products through Synergy Consulting. Investology serves individuals, trusts, estates, charitable organizations, and business entities with portfolio management and investment policy development. The firm employs a multi-faceted investment process within a modern portfolio theory framework and is affiliated with an accounting firm that provides related insurance and accounting services.

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.

Stephen Moss is a financial advisor at Pegasus Financial Group LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Capital Planning & Investments and The Strategic Financial Alliance, Inc. Outside of his advisory work, he owns a consulting business focused on aging-related services. Pegasus Financial Group serves individuals, estates, trusts, businesses, and retirement plans with discretionary portfolio management and financial planning. The firm emphasizes customized portfolios using low-cost, diversified mutual funds and ETFs, applying fundamental analysis with a long-term orientation and offers formal retirement-plan advisory services.

Ryan Beckwith is a financial advisor at Bluestone Financial Advisors, LLC, holding a Series 65 designation with three years of industry experience. His prior work includes roles 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 acts as a personal CFO, providing financial planning, consulting, and investment management through fixed-fee arrangements, focusing on long-term financial strategy and using fundamental research to guide investments.

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.

Matthew Buchanan is a financial advisor with Buchanan Wealth Management in Reston, VA, holding a Series 66 designation and 23 years of industry experience. He previously worked at LPL Financial for 21 years before founding Buchanan Wealth Management in 2022. Buchanan Wealth Management provides wealth management and financial planning services primarily to individual and high-net-worth clients, with a focus on retirement objectives. The firm employs an asset-allocation approach combining efficient-market strategies with quantitative and qualitative analysis, managing portfolios largely composed of mutual funds, ETFs, and selected individual securities.

Iram Amir is a CFP®-credentialed financial advisor at SageVest Wealth Management with four years of industry experience. Prior to joining SageVest, Amir held roles at Global Advisor Group, Pavlov Financial Planning, and Sleep Clinics of America. SageVest Wealth Management is an independent, fee-only firm serving individuals, families, trusts, charitable accounts, and small businesses with discretionary investment management and comprehensive financial planning. The firm manages approximately $423 million in discretionary assets for around 150 clients, utilizing diversified multi-asset class portfolios and a blend of fundamental and limited technical analysis supported by an independent CFA-staffed consulting firm.

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.

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 with Capitol Financial Consultants, Inc. in McLean, VA, holding Series 63 and Series 65 licenses with 11 years of industry experience. He 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 combined with fundamental analysis and manager due diligence, following a primarily buy-and-hold investment approach 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.

Mehrdad Tafazoli is a financial advisor at Integrated Financial Solutions, Inc. with 37 years of industry experience. He holds the ChFC® designation and has worked previously with FSC Securities Corporation and PPG Pension Administrators, LLC. He is also a partner in a third-party retirement plan administration firm. Integrated Financial Solutions serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm uses a risk-tolerance questionnaire and portfolio-optimization tools to construct individualized portfolios and manages over $300 million in assets across more than 200 client accounts.

Samantha Grieco is a financial advisor at T.M. Wealth Management with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley Private Bank, Bank of America, Merrill Lynch, E*TRADE Securities, and Charles Schwab Bank. Grieco serves as vice president of events for the Washington, DC chapter of the Association of Latino Professionals for America, a volunteer-based nonprofit organization. T.M. Wealth Management serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, retirement plan consulting, and comprehensive financial planning, applying a documented investment process that incorporates fundamental analysis, modern portfolio theory, and technical analysis.

Bradley Wilks is a financial advisor at Revolution Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PBMares Wealth Management and PBMARES Insurance Solutions. Wilks is also an Independent Insurance Agent. Revolution Wealth, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, quantitative, and technical analysis guided by modern portfolio theory, offering discretionary portfolio management and tailored Investment Policy Statements.

Scott Kaplan is a Certified Financial Planner® with 27 years of industry experience. He is the principal of Kaplan Wealth Management, Inc. in Reston, VA, where he has worked since 1998, and has also been affiliated with LPL Financial since 2013. Kaplan Wealth Management serves individuals, trusts, estates, and business entities with comprehensive financial planning and discretionary wealth management. The firm manages approximately $83.4 million for about 214 clients, tailoring portfolios based on risk tolerance and time horizon using a combination of mutual funds, ETFs, independent managers, and algorithmic model portfolios.

Mark Weber is a financial advisor at DecisionMap Wealth Management, LLC with 22 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and previously worked at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. Weber is also a licensed insurance agent selling fixed insurance products. DecisionMap Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment approach that combines passive and active strategies, incorporating fundamental, technical, and cyclical analysis tailored to each client's objectives and risk tolerance.

Daniel Irvine is a financial advisor at 3Summit Investment Management, LLC with nine years of industry experience. He holds the Series 65 designation and has worked at Wells Capital Management, Inc. and 3Summit Funds, LLC. Outside of his advisory work, he serves as Chairman of the Board of Trustees for PHILLIPS Programs and is a member of the Board of Trustees for SpringForward, both nonprofit organizations based in Washington DC. 3Summit Investment Management provides tailored investment advisory and financial planning services to individuals, charitable organizations, retirement plan sponsors, and other advisers. The firm combines multiple investment methodologies with integrated bookkeeping and financial reporting services, particularly for small-business clients, within a small team managing approximately $31.3 million in assets.