Karan Malik is a financial advisor at Opulen Financial Group, LLC with two years of industry experience. He holds the Series 65 designation and previously spent five years coaching and training in squash through Malik Squash Training. Opulen Financial Group is an independent advisory firm serving individuals, high-net-worth clients, and corporations with portfolio management, comprehensive financial planning, and retirement plan services. The firm emphasizes documented investment policy statements, fundamental analysis, and delivers advice through direct management and delegated digital platforms, along with public educational seminars and participant education for plan clients.

Anthony Matteo is a CFP® with seven years of industry experience, currently serving as a financial advisor at SageVest Wealth Management. He has been with SageVest since 2019 and previously attended Virginia Polytechnic Institute and State University. SageVest Wealth Management is an independent, fee-only advisory firm that serves individuals, families, trusts, charitable accounts, and small businesses with discretionary investment management and comprehensive financial planning. The firm manages approximately $423 million in assets for about 150 clients, constructing diversified portfolios using no-load mutual funds, ETFs, and individual bonds, and incorporates both fundamental and limited technical analysis in its investment process.

Mark Hillman is the principal of Hillman Capital Management Inc in Bethesda, MD, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has led Hillman Capital Management since 1998. Hillman Capital Management provides discretionary and non-discretionary portfolio management to individuals, foundations, pension and profit-sharing plans, and other institutional investors. The firm manages the Hillman Value Fund and participates in wrap-fee, sub-advisory, and dual-contract programs, employing a long-term, fundamental value approach focused on companies with sustainable competitive advantages.

Natasha Cashman is a CFP®-designated financial advisor with nine years of industry experience, currently affiliated with Capital Assets Planning Incorporated in Arlington, VA. Her prior roles include positions at LPL Financial, Grove Point Investments, LLC, and D'Orazio & Associates, Inc. She operates Capital Assets Planning, Inc. as an independent investment advisory business. Capital Assets Planning, Inc. provides financial planning and advisory services to individual and high-net-worth clients, covering cash flow, retirement, tax, insurance, and estate planning. The firm tailors recommendations through client interviews and risk tolerance assessments, often implementing strategies via third-party investment managers rather than exercising direct investment discretion.

Christopher Campbell is a Series 65-licensed financial advisor with CJC Wealth Management and has three years of industry experience. He is the founder and CEO of both Ace 3 Holdings, LLC, which owns CJC Wealth Management, LLC, and CJ Campbell & Associates, an insurance company. Campbell spends significant time engaged in these business activities, which include recommending insurance and annuity products as a licensed insurance agent. CJC Wealth Management offers portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $122 million across its four advisors. The firm utilizes fundamental and quantitative analysis along with modern portfolio theory to build diversified, long-term portfolios tailored to clients’ goals, and also provides educational seminars on retirement planning and financial literacy.

Kapil Shiohare is a financial advisor at Thinagee Investments Inc. with 21 years of industry experience. He holds a Series 65 designation and has been with Thinagee Investments since 2012, following seven years at First Management Group Investments Inc. Thinagee Investments provides discretionary investment management to high-net-worth individuals, families, trusts, estates, and corporate pension and profit-sharing plans. The firm manages approximately $265 million in assets across about 40 client relationships, employing a strategic asset allocation approach that combines fundamental analysis and Modern Portfolio Theory with a mix of passive and active investments tailored to client objectives and risk tolerance.

David Mucciaro is a financial advisor at Doxa Capital, LLC in Arlington, VA, holding a Series 66 designation with 15 years of industry experience. He has been with Doxa Capital Partners, LLC since 2015. Doxa Capital provides portfolio management services to individuals, charitable organizations, and corporate or profit-sharing plans. The firm offers two main programs—Genesis, a rules-based ETF asset-allocation system, and a Comprehensive Management program featuring discretionary management with a range of analytical techniques and trading strategies.

Liliang Chen is a financial advisor at Enduro Capital Partners LLC with a Series 65 designation and no prior industry experience. Before joining Enduro Capital Partners in 2026, Chen worked at Fannie Mae, Freddie Mac, and American General Life Insurance Company. Enduro Capital Partners LLC provides discretionary portfolio management and limited financial planning guidance to individual and high-net-worth clients. The firm uses modern portfolio theory and a top-down, historical analysis approach to construct low-correlation asset mixes across equities, mutual funds, ETFs—including leveraged ETFs—and fixed-income securities tailored to client risk and return objectives.

Derek Elphick is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Castfirm Advisors LLC, where he has worked since 2026. Prior to this, he spent a decade at The Warner Companies, serving as Chief Investment Officer focused on asset allocation and investment management. Castfirm Advisors LLC provides discretionary portfolio management and one-time financial planning services to individual and high-net-worth clients. The firm emphasizes modern portfolio theory and a long-term investment horizon, primarily utilizing equity ETFs alongside mutual funds and fixed income to build diversified portfolios.

Kira Rogozhina is a financial advisor at Foxman Asset Advisors Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Avantax Investment Services, and NBAC Corporation. Outside of her advisory role, she is a commissioned notary in Virginia. Foxman Asset Advisors provides advisory services to individuals, corporations, trusts, and foundations, offering discretionary portfolio management, financial planning, and consulting. The firm employs long-term trading strategies based on fundamental analysis, modern portfolio theory, and quantitative techniques, primarily recommending mutual funds alongside ETFs, fixed income, and other securities.

Zubin’s definition of wealth is being free to do what you want with your time. He spends his time seeing how he can make an impact on the people he meets. Known among family and friends for his passion for finance, Zubin will discuss how to set financial priorities during dinner with friends and remind his kids about the benefits of compounding. He is also passionate about actively working with you to discover what is your definition of wealth. Zubin’s father passed away when he was very young. He watched his mother struggle and slowly make progress in moving the family toward financial security. She instilled in her two children the importance of a financial plan and knowing one’s numbers. Today, people who know Zubin know he is analytical and that numbers come easy to him. His true strengths, however, are empathy, communication, and coming up with new ideas. This helps him closely connect with the people he interacts with. He knows that, like his mother, many families struggle to make financial decisions and adapt their financial plans due to the lack of know-how or the cost of getting the right guidance. Having lived in Washington DC for over 15 years, Zubin has many friends and neighbors who work for the Federal Government. In his discussions with them, he has concluded that their financial planning process is more complicated than the average plan. Zubin has immersed himself in these details so he can help maximize the benefits federal employees deserve. Zubin worked in the Merchant Marines for almost 10 years. He traveled to over 40 countries with an international crew on oil tankers and cargo ships. His favorite voyage lasted 14 months which started in Shanghai, China and sailed around the world a time and a half crossing the Panama and Suez canals twice. When he is not at work, Zubin enjoys traveling, cooking, fostering cats, and, currently, watching shows on Winston Churchill and the historical events leading to World War II.

Emily Fennell is a CFP® with five years of industry experience, currently serving as an advisor at Suissa Private Wealth. Her prior roles include positions at RBC Capital Markets, Morgan Stanley, UBS Financial Services, and Wealthspire Advisors. Outside of finance, she has experience working in the restaurant industry with The Restaurant Group. Suissa Private Wealth is a newly registered SEC investment adviser with three advisors that provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, non-profits, endowments, and business entities. The firm employs a long-term investment approach focused on asset allocation and fundamental analysis, with both discretionary and non-discretionary management options.

Morgan Zeiber is a financial advisor at Capital Area Planning Group with Series 63 and Series 66 registrations and one year of industry experience. Prior to joining Capital Area Planning Group, Morgan held roles at LPL Financial LLC, American Heritage FCU, and Equitable Advisors, LLC. Capital Area Planning Group provides discretionary investment management, financial planning, and employee benefit plan advising to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm utilizes customized, actively managed portfolios based on modern portfolio theory and fundamental analysis, integrating additional financial services such as tax preparation, mortgage brokerage, and insurance through affiliated entities.

Martha Crocker is a CFP®-certified financial advisor with 37 years of industry experience. She has worked at Foundation Financial Advisors, Inc. since 2012 and is also affiliated with Commonwealth Financial Network. Foundation Financial Advisors, Inc. provides fee-for-service financial planning and consulting to individual clients, focusing on tailored written plans rather than discretionary portfolio management. The firm offers a broad range of planning services and investment vehicle guidance, operating with an explicit avoidance of percentage-of-AUM advisory fees.

Demetrius Felder is a financial advisor with Holistic Planners who holds Series 63, 65, and 66 licenses and has 21 years of industry experience. He is the founder and CEO of Life Is Great Enterprises, LLC, a business involved in stationery goods, training services, publishing, and speaking engagements. Felder has been associated with Holistic Planners Network, Keystone/MySecure Advantage/CLC, and The Felder Group over the course of his career. Holistic Planners Network, LLC serves individual clients, including both high-net-worth and non-high-net-worth households, managing approximately $15 million across about 64 client relationships. The firm provides customized asset management and financial planning services with investment strategies ranging from long-term buy-and-hold to shorter-term trading, supplemented by educational programs and employer-focused financial wellness initiatives.

Christopher Thomas is a CFP® with 23 years of industry experience, currently serving as an advisor at Macroview Investment Management LLC since 2018. His prior experience includes roles at Planning Solutions Group, LLC and Triad Advisors, Inc. He serves as treasurer and board member of the National Capital Chapter of the Society of Financial Service Professionals. MacroView Investment Management serves individuals, corporations, non-profits, and retirement plans with discretionary investment management, financial planning, and sub-advisory services. The firm employs a top-down, macroeconomic investment approach using diversified strategies and partners with Zoe Financial to support administrative functions and smaller accounts.

Casey Bettencourt is a CFP® at Bethesda Financial Advisors, LLC with one year of industry experience. Prior to joining Bethesda Financial Advisors, Casey worked at Clarendon Wealth Management and Gartenhaus Wealth Management. Outside of finance, Casey teaches yoga classes twice per week as a CorePower Yoga instructor. Bethesda Financial Advisors serves individual and high-net-worth clients with ongoing portfolio management and financial planning, typically using a combination of mutual funds, ETFs, equities, fixed income, and select non-U.S. securities. The firm applies modern portfolio theory with a core passive allocation supplemented by active tactical adjustments tailored to each client’s risk tolerance and goals.

Joseph Berenato is a financial advisor at 4J Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and has prior work history with Fairfax County Public Schools, Towson University, Montgomery County Community College, and Berenato & White, LLC. 4J Wealth Management primarily serves individual investors and retirement plans, offering financial planning and both discretionary and non-discretionary investment management. The firm employs a fiduciary approach with multi-style portfolio construction and integrates estate-planning tools and AI-supported review processes into its advisory services.

James Brown Jr. is a CFP® with 21 years of industry experience, currently serving as an advisor at Meritis Wealth Management, Inc. He previously worked for Wells Fargo under the Meritis Wealth Management brand for 10 years. James is also a licensed insurance agent and dedicates a portion of his time to insurance sales and implementation. Meritis Wealth Management serves individuals, trusts, estates, and businesses with customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm focuses on tailored investment strategies typically implemented on a discretionary basis, combining fundamental and technical analysis and managing over $200 million in assets with a three-advisor team.

Richard Schoenfeld is a CFP® with 35 years of industry experience and has been with InterVest Ltd. since 1985. He holds Series 63 and Series 65 licenses and operates out of Chevy Chase, MD. Schoenfeld is one of two advisors at InterVest Ltd. InterVest Ltd. advises individuals, families, trusts, estates, charitable organizations, and retirement plans by providing comprehensive financial planning, portfolio management, and non-discretionary asset management consulting. The firm emphasizes a document-driven, individualized planning process and works with platforms such as SEI’s managed-account program while maintaining fiduciary roles for certain retirement accounts.