Richard Slater is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with McGinn Penninger Investment Management Inc. since 2025 and previously operated his own financial planning firm for 15 years. McGinn Penninger Investment Management provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, including pension and profit-sharing plans. The firm employs a long-term, large-cap value equity strategy focused on fundamental analysis and contrarian purchases, and it serves as sub-adviser to the Union Street Partners Value Fund.

Terence Burns is a CFA charterholder with 20 years of industry experience. He has been with Campion Asset Management, LLC since 2005. Campion Asset Management provides discretionary and non-discretionary portfolio management and investment consulting primarily for high-net-worth individuals and tax-exempt organizations. The firm employs a strategic asset-allocation framework supported by macroeconomic analysis and combines active management with passive ETFs, managing over $200 million with a low-turnover fixed income approach.

Douglas Tees is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Jason Howell Company since 2017 and previously spent eight years at Freddie Mac. The firm serves individuals, high-net-worth clients, and charitable organizations, offering discretionary portfolio management, comprehensive financial planning, and family office administrative services. Its investment approach combines a primarily passive core-and-satellite structure with value tilts, ESG screening, and alternative strategies, alongside a distinctive offering of regular paid educational seminars.

Stephen Chang is a financial advisor at Acts Financial Advisors with a Series 65 credential and two years of industry experience. He previously worked at McKinsey and has been involved with the University of Virginia as an instructor for the CFP® Certificate Program. Chang is also the owner and co-founder of Rich to Wealthy, LLC, a personal finance education and entertainment company. Acts Financial Advisors is a small SEC-registered firm serving individual clients, charitable organizations, businesses, and public entities. The firm uses a Modern Portfolio Theory framework with primarily passive portfolios tailored to each client’s investment policy statement and offers financial planning, investment management, business consulting, and educational seminars.

James Joseph is a CFP®, ChFC®, and PFS™ credentialed financial advisor with 30 years of industry experience. He has been with Sentinel Wealth Management, Inc. since 2002. Sentinel Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a Modern Portfolio Theory approach with diversified asset allocation using no-load mutual funds, ETFs, and alternative strategies, serving primarily clients with larger account sizes through a two-advisor team.

Sean Palmer is a financial advisor at Rechter Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience including roles at Clifton Tax Pro LLC, where he provides tax preparation services, as well as positions at L3Harris Technologies, Inc. and several other companies. Rechter Wealth Management, LLC offers portfolio management and financial planning primarily to individual clients, with occasional services for small businesses, non-profits, trusts, and estates. The firm operates all accounts on a non-discretionary basis, emphasizing tailored multi-asset allocation plans and client-approved trades executed through Fidelity.

William Taylor is a financial advisor at Kirk Capital Advisors LLC with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Kirk Capital Advisors since 2020, following roles at West Financial Services and 1st Portfolio, Inc. He serves as a board member of the Financial Planning Association of the National Capital Area. Kirk Capital Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, employing a blend of modern portfolio theory, fundamental, and technical analysis. The firm manages discretionary portfolios and oversees held-away retirement accounts, offering a wrap-fee program with institutional custody through Pershing and Schwab.

James Sexton is a CFP® with 12 years of industry experience, currently serving as an advisor at Piedmont Wealth Advisory. His prior roles include positions at Oakmont Wealth Advisory, Hayden Royal, Niagara International Capital Limited, and Vanguard Marketing Corporation. Piedmont Wealth Advisory provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, and estates. The firm operates as a fiduciary, constructing customized, long-term portfolios using fundamental analysis and diversified, low-cost investment instruments, and offers both discretionary and non-discretionary management along with specialized planning services.

Manjot Grewal is an advisor at Empire Advisors Wealth Management LLC with a Series 65 designation and has been active in the industry since 2014 through prior roles. He is affiliated with Miller Consulting Group, LLC, where he has worked since 2014. Empire Advisors Wealth Management LLC provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, utilizing a combination of charting, cyclical, fundamental, modern portfolio theory, quantitative, and technical analysis within a long-term trading strategy. The firm acts as a fiduciary for retirement accounts and maintains client accounts with Charles Schwab.

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.

Sharan Sawhney is a financial advisor with Empire Advisors Wealth Management LLC, holding a Series 65 license and four years of industry experience. Prior to joining Empire Advisors, she worked at Avantax Investment Services, Inc. She is also a CPA and serves as the Director of Tax Services at Miller Consulting Group, LLC, where she is involved in tax preparation and consulting. Empire Advisors Wealth Management LLC provides discretionary and non-discretionary portfolio management to individual and high-net-worth clients, preparing customized Investment Policy Statements and offering ongoing portfolio monitoring across various asset classes. The firm employs a blend of investment analysis techniques within a long-term trading strategy and acts as a fiduciary for retirement accounts.

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.

Natasha Cashman is a CFP® professional with nine years of industry experience, currently with Capital Assets Planning Incorporated in Arlington, VA. She has worked at LPL Financial since 2025 and has been with Capital Assets Planning since 2019. Prior to that, she was with Grove Point Investments, LLC and D'Orazio & Associates, Inc. Cashman provides investment advisory services through Capital Assets Planning, which operates independently from LPL Financial. Capital Assets Planning, Inc. offers financial planning and advisory services to individual and high-net-worth clients, delivering written plans, ongoing advice, and third-party investment manager referrals. The firm tailors recommendations using client interviews and risk-tolerance assessments and typically implements investments through external managers rather than exercising discretionary authority.

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.

Alexander Tagliareni is a financial advisor at Variant Private Wealth LLC with a Series 65 designation and one year of industry experience. His prior work includes roles in hospitality and education before joining the firm. Variant Private Wealth provides fee-based comprehensive and goal-based financial planning and individualized investment management to a range of clients including individuals, families, trusts, and charitable organizations. The firm offers consolidated reporting for multi-custodian relationships and sponsors a wrap-fee program with portfolio management tailored to client-specific financial plans and asset allocation guidelines.

Cristina Munteanu is a financial advisor at Craftwork Capital LLC with a Series 65 designation and one year of industry experience. She previously worked for Motley Fool Wealth Management, LLC from 2019 to 2026 and has additional experience at Wharton Online, Nest DC, BSI Financial Services, and Target Corporation. Craftwork Capital serves individual and high-net-worth clients, as well as trusts, estates, and employer-sponsored retirement plans. The firm offers financial planning and discretionary portfolio management, using model portfolios and separately managed accounts with strategies including direct indexing, and incorporates AI tools and digital platforms such as Zoe Financial and Betterment in its service delivery.

Douglas Birnie is a financial advisor at Piedmont Wealth Advisory with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Oak Barrel Wealth Advisory LLC, Oakmont Wealth Advisory LLC, Hayden Royal, Niagara International Capital Limited, and Wells Fargo Clearing. Piedmont Wealth Advisory provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, and estates. The firm operates as a fiduciary, building customized, long-term portfolios using fundamental analysis and diversified, low-cost instruments, and offers discretionary portfolio management along with integrated financial planning.

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.

Michael Burns is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has been with Campion Asset Management, LLC since 2017, with a brief tenure at Icma Rc in 2018. Burns also spent four years at Virginia Polytechnic Institute & State University early in his career. Campion Asset Management provides discretionary and non-discretionary investment management and consulting services to individual investors and tax-exempt organizations. The firm employs a strategic asset allocation process that combines macroeconomic analysis, active security selection, and passive ETF implementation, managing approximately $228 million for about 106 clients.

Safalta Sherpa is a financial advisor at Cooksen Wealth, LLC with 16 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Mclean Asset Management Corp., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Cooksen Wealth provides financial planning, investment management, and wealth management services primarily to high-net-worth individuals, trusts, and estates. The firm manages over $200 million in assets across a concentrated client base, emphasizing asset allocation and a combination of fundamental and technical analysis in their investment process.