Angela Barbour is a Series 65-licensed financial advisor with 10 years of industry experience. She currently works at Arkagos Advisors & Asset Management, Inc. and previously spent 10 years at Brookstone Capital Management. She has been associated with Tarkenton Financial, LLC since 2004. Arkagos Advisors and Asset Management serves individual and high-net-worth clients by providing portfolio management, comprehensive financial planning, and access to private investments. The firm employs model-based allocations combining technical, fundamental, and modern portfolio theory techniques tailored to client objectives and risk tolerance.

Stephen Memery is a financial advisor at Iconic Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Iconic Wealth Management since 2017, following a decade at Omnia Vincet Capital Management. Iconic Wealth Management serves individual investors, high-net-worth individuals, and trusts by providing discretionary portfolio management, financial planning, and a derivatives strategy for qualified investors. The firm employs a quantitative value bias investment approach and emphasizes individualized management through its small team and client base.

Leah Bryan is a financial advisor at Bryspen, Incorporated, holding a Series 65 designation with 22 years of industry experience. She has been with Bryspen since 1993. Bryspen provides advisory services to high-net-worth individuals and corporate clients, offering comprehensive financial planning and investment supervisory services. The firm manages a substantial portion of assets on a non-discretionary basis and emphasizes a fundamental, analytical investment approach tailored to each client’s specific circumstances.

Thomas Ricketts is a CFA® charterholder with 23 years of industry experience. He has been with Evolutionary Tree Capital Management, LLC since 2017 and previously worked at the Massachusetts Institute of Technology for one year. Evolutionary Tree Capital Management provides discretionary portfolio and investment management services to individuals, family offices, estates, trusts, retirement plans, and institutional clients, managing approximately $91.7 million in assets. The firm employs an innovation-focused, concentrated growth strategy with a long-term horizon, combining fundamental research with industry and ecosystem analysis.

Sherman Ethridge is a CFP® with 14 years of industry experience. He currently serves as an advisor at Capital Area Planning Group, having previously worked at CIC Wealth, LLC and Wells Fargo Clearing. Outside of his advisory role, he is involved in public speaking on investment topics through his sole proprietorship, Ethridge Consulting, LLC, and serves on the board of a Bluetooth headphone manufacturer, Dome Audio Inc. Capital Area Planning Group provides discretionary portfolio management, financial planning, and employee benefit plan consulting to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers customized, actively managed portfolios using Modern Portfolio Theory and fundamental analysis, and maintains affiliated non-advisory businesses such as tax preparation and insurance brokerage.

Erich Imphong is a CFP® and holds a Series 66 license, with 13 years of experience in the financial services industry. He is currently affiliated with Peakstone Financial Advisors and has previously worked with Independent Financial Group, LLC and Plotkin Financial Advisors, LLC. Outside of his advisory work, he also provides various insurance products as a licensed agent and serves as an officer of a consulting firm focused on human resources and office leasing. Peakstone Financial Advisors serves individual and corporate clients, including high-net-worth and non-HNW individuals, as well as employer-sponsored defined contribution plans. The firm offers both discretionary and non-discretionary portfolio management, retirement plan consulting, and participant education, using customized asset-allocation strategies and third-party asset managers when appropriate.

Anna N'jie Konte is a CFP® professional at Poder Wealth Advisors with 10 years of industry experience. She previously worked at RBC Capital Markets and also served as CEO of Dare to Dream Consulting, where she provided speaking engagement services. Poder Wealth Advisors is a state-registered firm serving individual clients, business owners, and nonprofit entities. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, offering diversified, low-cost portfolios alongside comprehensive financial planning and discretionary portfolio management.

John Bowles Jr. is a CFP® professional with 19 years of experience at InterVest Ltd., where he has worked since 1997. Based in Chevy Chase, MD, he is one of two advisors at the firm. InterVest Ltd. provides financial planning, portfolio management, and non-discretionary asset management consulting to individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm combines document-driven financial reviews with ongoing client servicing, offering both non-discretionary advice and limited discretionary authority through SEI’s managed-account platform.

Franklin Koonce is a financial advisor at Montgomery Investment Management Inc with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Montgomery Investment Management and Koonce Securities, Inc. since 1994. Montgomery Investment Management serves high-net-worth individuals, families, trusts, retirement accounts, charitable organizations, and institutional clients, focusing on larger accounts with a value-oriented, fundamental analysis investment approach. The firm maintains a relatively small client base and manages portfolios that are concentrated in 20–30 securities, emphasizing companies with sustainable competitive advantages and often targeting underfollowed or turnaround situations.

Mario Zumbo is a CFP® professional at Preserve Private Wealth, LLC with 10 years of industry experience. He previously worked at Goldman Sachs for five years and has held roles at Strategic Advisers, Inc., Fidelity Investments, and Charles Schwab. Preserve Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, combining fundamental and quantitative analysis with a long-term trading orientation. The firm manages a relatively large pool of assets per client and offers access to a diverse range of investment vehicles including hedge funds, private equity, and digital assets.

Jasha Lilaj is a CFA® charterholder with four years of industry experience. He is currently with Aption Advisors LLC and has held prior roles at Capital One, the FHFA, FI Consulting, and Dimensional Fund Advisors. Aption Advisors provides investment advice to individuals holding large, concentrated positions in venture-backed private companies, focusing on share forward transaction contracts to help clients de-risk illiquid private equity holdings. The firm uses proprietary technology to monitor private-company activity and tailor recommendations without exercising investment discretion or recommending other securities.

Jared Jones is a CFP® professional with eight years of industry experience, currently serving as an advisor at Omega Wealth Management LLC since 2015. He is based in Arlington, VA and works within a six-advisor team. Omega Wealth Management provides life and wealth planning, portfolio management, and consulting services to individuals, trusts, estates, corporations, and other entities. The firm employs a goals-based investment process that incorporates formal client interviews and risk assessments to construct portfolios tailored by time horizon, investment objective, and tax considerations.

Jiaxuan Zhuang is a financial advisor at MZ Capital, LLC with 20 years of industry experience. He has held his current role since 2005 and holds a Series 65 designation. 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 implemented with institutional funds under a buy-hold-rebalance discipline grounded in efficient market and modern portfolio theory.

Lisa Kirchenbauer is a CFP® professional with 23 years of industry experience, currently serving at Omega Wealth Management LLC in Arlington, VA. She has worked with Omega Wealth Management since 2008 and also leads Omega Wealth Consulting, LLC, where she provides business and life planning training, coaching, and consulting to institutions, small businesses, and individuals. Omega Wealth Management offers life and wealth planning, portfolio management, and consulting services to individuals, trusts, estates, and corporations. The firm employs a goals-based investment process tailored by client interviews and risk assessments, managing assets primarily on a non-discretionary basis and incorporating strategies such as borrowing and derivatives within client accounts.

Richard Allridge is a CFP® professional with 10 years of industry experience. He is a principal at Allridge Wealth Management, Inc., where he has worked since 2017. His prior experience includes roles at Century Financial Group, LLC and Voya Financial Advisors, Inc. Allridge Wealth Management, Inc. is an independent, fee-only wealth management firm that serves individuals, trusts, estates, charitable organizations, retirement plans, corporations, and other entities. The firm provides customized investment management and advisory services on a non-discretionary basis, focusing on client-directed portfolio management supported by fundamental and technical analysis.

Denislav Dantev is a financial advisor at MG Capital Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. His prior work experience also includes roles at Bankers Life, Acn, Uber, and Continental Pools Inc. MG Capital Partners, LLC provides ongoing portfolio management and standalone financial planning primarily to individual and high-net-worth clients. The firm operates on a non-discretionary advisory model using modern portfolio theory and a long-term trading approach while allowing clients to retain execution authority.

Valeria Suaza Salamanca is a financial advisor at Ortman Financial Planning with a Series 65 designation and one year of industry experience. Her prior roles include positions at LifeGuide Financial Advisors, Wolford Companies, Inc, and Messiah University. Ortman Financial Planning serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm uses a passive, asset-class investment approach complemented by fundamental and cyclical analysis, and offers educational seminars at no cost to attendees.

Eliza Jeffereis is a financial advisor at Promethium with Series 65 and Series 66 licenses and one year of industry experience. Her prior work includes roles at GWU, DECA Inc., UC Leuven-Limburg, and Noble Americas Corp. Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting services to both individual and institutional clients. The firm utilizes diversified investment strategies combining passive and active approaches, with continuous portfolio monitoring and oversight of independent managers.

Evelyn Ovando Flores is a financial advisor at Omega Wealth Management LLC with a Series 65 designation and two years of industry experience. Prior to joining Omega Wealth Management in 2022, she held roles in education and community service, including positions at the University of Mary Washington and Action in Community Through Service. Omega Wealth Management is a six-advisor firm serving individuals, trusts, estates, corporations, and other entities with life and wealth planning, portfolio management, and consulting. The firm employs a goals-based investment process, managing assets primarily on a non-discretionary basis, and incorporates borrowing and derivative strategies within client accounts.

Jeffery Erber is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has been with Grey Owl Capital Management, LLC since 2009. Outside of his advisory role, he is involved in a retail food business called CHEESETIQUE. Grey Owl Capital Management provides discretionary portfolio management and advisory services to both high-net-worth and non-high-net-worth individual clients. The firm manages approximately $47.7 million in assets across 33 client relationships and is noted for publicly disclosing historical performance results in its ADV materials, a practice uncommon among similar-sized supported firms.