Dale Mason is a financial advisor with MG Capital Partners, LLC, holding a Series 65 license and six years of industry experience. He has worked at MG Capital Partners and Kaufman Accounting since 2020 and owns his own CPA business, Dale Mason, CPA & Co., where he provides international tax consulting services. MG Capital Partners, LLC offers ongoing portfolio management and standalone financial planning primarily to individual and high-net-worth clients. The firm employs a non-discretionary advisory model, utilizes modern portfolio theory, and manages approximately $83.3 million in non-discretionary assets.

Scott James is a CFP® with 39 years of industry experience and is the president of The Scott S. James Company, where he has worked since 1996. He previously worked at Scott James Group, Inc. starting in 2001. Outside of his advisory role, he manages an office building through Scott James, LLC. The Scott S. James Company provides financial planning, portfolio management, and trustee services to individuals, small businesses, charities, trusts, and estates. The firm customizes investment programs using a combination of fundamental, technical, quantitative, and modern portfolio theory techniques, and offers both discretionary and non-discretionary management.

Davis Gardner is a CFP® professional at Omega Wealth Management LLC with six years of industry experience. He has worked at Omega Wealth Management since 2018, following prior roles at Northwestern Mutual and Virginia Tech Services. Omega Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, managing approximately $310 million for around 121 clients through a team of four advisors. The firm offers goals-based, tax-aware investment management combined with life and wealth planning, using both discretionary and non-discretionary account arrangements, and emphasizes client education through seminars and webinars.

Edwin Knowles Jr. is a CFP® with 23 years of industry experience, serving as a principal at The Knowles Company, LLC since 2002. Located in Oakton, VA, he is one of two advisors at the firm. The Knowles Company is a fee-only, state-registered investment adviser that serves individuals, families, trusts, estates, small businesses, and retirement plans. The firm emphasizes a high-touch, consultative approach with primarily non-discretionary portfolio management using low-cost mutual funds and ETFs, alongside comprehensive financial planning and project-based consulting.

Jeffrey Lippman is a CFP® and ChFC® with 19 years of experience in financial advising. He has been with Capitol Financial Consultants, Inc. since 2011, where he serves as a financial advisor focusing on comprehensive financial planning, asset allocation, and investment advice. Outside of his primary role, he is involved in the referral of group insurance products. 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 in-house asset allocation models and a buy-and-hold investment strategy, utilizing fundamental analysis and manager interviews to guide portfolio management.

William Bancroft is a financial advisor at Impact Capital, LLC with 24 years of industry experience. He has held positions at Impact Capital since 2018 and previously worked at PagnatoKarp from 2016 to 2018. Bancroft holds a Series 65 designation. Impact Capital provides discretionary portfolio management, pension consulting for employee benefit plans, and financial planning to individual and high-net-worth clients. The firm uses a multi-method investment approach combining fundamental, quantitative, and technical analyses with modern portfolio theory.

Elizabeth Remick is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. She has been with Ithaka Financial Planning, LLC since 2010. Ithaka Financial Planning provides integrated financial planning and portfolio management for individuals, high-net-worth clients, and personal trusts and estates. The firm’s approach emphasizes customized portfolios based on Modern Portfolio Theory, using primarily open-end index funds and ETFs, with ongoing monitoring and rebalancing.

Jennifer Hutton is a financial advisor at 4J Wealth Management, LLC in McLean, VA, holding the ChFC® designation and Series 66 license with 23 years of industry experience. She worked previously at McLaughlin Ryder Investments, Inc. for six years before joining 4J Wealth Management in 2018. 4J Wealth Management serves individual investors and retirement plans, providing financial planning and investment management services through both discretionary and non-discretionary arrangements. The firm employs a fiduciary approach that includes multi-style portfolio construction, regular client education seminars, and integrates third-party estate-planning software with human review.

George Clark is a CFP® with two years of experience in financial advisory roles, currently working at Variant Private Wealth LLC. His prior work includes positions at LII Wealth Management, Virginia Tech, Bull Run Golf Club, Home Depot, TJ Maxx, and Freedom High School. Variant Private Wealth LLC provides personalized financial planning, consulting, and discretionary investment management to a diverse client base that includes individuals, families, trusts, charitable organizations, pensions, and corporations. The firm uses a client-specific asset allocation process combining fundamental and technical analysis, continuous monitoring, and annual reviews, managing approximately $267 million across nearly 200 client relationships.

Jose Sobrado is a CFA® charterholder with seven years of industry experience. He is currently with MG Capital Partners, LLC and previously worked at Innovation Partners, LLC, The Prudential Insurance Company of America, and Pruco Securities, LLC. He is also a licensed insurance agent. MG Capital Partners, LLC provides ongoing portfolio management and financial planning primarily to individual and high-net-worth clients. The firm operates on a non-discretionary advisory model, using modern portfolio theory and long-term trading strategies while leaving execution authority with clients.

Ryan Benson is a financial advisor at Independent Financial Planning in Great Falls, VA, holding a Series 65 designation with three years of industry experience. Prior to his advisory role, he worked in public education and is the founder and CEO of EPE Math Tutoring. He also serves as Managing Director of Independent Financial Education, providing financial education resources and seminars. Independent Financial Planning serves individual investors, including high-net-worth and non-high-net-worth clients, as well as retirement plan sponsors. The firm offers comprehensive financial planning, portfolio management, retirement plan advisory, tax preparation, business consulting, and educational workshops, using a Core + Satellite investment approach that combines passive indexed holdings with active satellite positions.

Hi! I'm Sefa, a CERTIFIED FINANCIAL PLANNER™ and a fiduciary advisor who helps people with cross-border ties (e.g. international families, globally mobile professionals and cross-border entrepreneurs) live their best lives without worrying about money. I also have extensive experience working with globally-mobile professionals and executives who receive equity compensation (RSUs and employer stock options). My practice approach is hands-on and ongoing. I essentially act as a personal CFO: helping my clients to manage their overall financial life and life events - beyond just investments. Together, we tackle: -Cash flow and budgeting -Saving for goals and major purchases -Investments -Tax strategy -Insurance planning -Estate planning -Financial independence and retirement planning ...and the various life events that come up. Typical client questions for me: How do I manage/plan for cash flow and savings when international travel is central to my family values? How do I manage cash flow and accounts in different currencies? How do I plan for retirement when I’m not sure where I’ll retire? How do I manage my equity when some of it was granted while I worked overseas? How do I think about real estate (overseas and here in the US)? How do I minimize taxes when I have tax obligations in different countries? How do I save for my children’s college when I’m not sure where in the world they will go to college? How do I support family here and abroad? If you’re seeking a long-term partnership with a comprehensive financial planner who can guide you through all aspects of your financial life in the US and wherever life may take you, please send me a note and we can figure out if we’re a mutual fit.

Bernard Suissa is a financial advisor with Suissa Private Wealth and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including roles at RBC Capital Markets, Wells Fargo Clearing, and Morgan Stanley Private Bank. Outside of finance, he is involved as a silent partner in an indoor gardening store and has ownership stakes in businesses related to food manufacturing and guest accommodations. Suissa Private Wealth provides discretionary and non-discretionary investment management and financial planning services to individuals, high net worth clients, non-profits, endowments, retirement plans, and corporations. The firm focuses on fundamental analysis and asset allocation, offering a long-term investment approach with periodic reviews and the use of both internally managed portfolios and external money managers.

Brittany Chapman is a CFP® professional with experience spanning roles at District Capital Management, Amara Financial, and North Financial Advising. She also serves as a consultant at Artemis Consulting and has a background in the U.S. Navy. District Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, businesses, and charitable organizations, using a long-term investment approach supported by fundamental analysis and AI tools. The firm offers both ongoing subscription planning and shorter planning sessions, along with educational seminars on financial topics.

Jiyang Liu is a financial advisor at OSAIC with five years of industry experience. He holds the Series 66 designation and has previously worked at SagePoint Financial, Inc. and Pinion Financial Services. Liu assists financial advisors as part of his role at Pinion Financial Services. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies supported by technology-driven portfolio management tools and offers access to various custodial platforms and third-party managers.

Ashley Perlmutter is a financial advisor at Sherman Wealth Management LLC with four years of industry experience. She holds a Series 65 designation and has worked at Sherman Wealth Management since 2020. Outside of her advisory role, she is involved in affiliate linking and reselling clothing through Poshmark. Sherman Wealth Management offers investment advisory and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a customized, open-architecture investment approach focused on long-term investing and asset allocation using low-cost mutual funds, ETFs, and selected alternative investments.

Laura Markoff is a financial advisor at Meritis Wealth Management, Inc. with 21 years of industry experience. She previously worked at Morgan Stanley for 10 years and then at Wells Fargo under the Meritis Wealth Management name for six years before joining Meritis as a supported firm in 2025. She holds a Series 66 license and is also a licensed insurance agent. Meritis Wealth Management serves individuals, trusts, estates, and businesses by providing customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm implements investment programs tailored to client objectives and risk tolerance, typically on a discretionary basis, and employs research from multiple sources to construct portfolios.

Kimberly Bleck is a CFP® professional with 14 years of industry experience, currently serving at Burkholder & Associates, LLC. She previously worked at Lincoln Financial Advisors for seven years. In addition to her advisory role, she is a licensed notary public. Burkholder & Associates provides discretionary portfolio management, pension consulting, and financial planning to individuals, business owners, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods to inform investment decisions and offers pension consulting services without relying on third-party managers.

Kayla Welte is a CFP® and ChFC® affiliated with District Capital Management, LLC in Arlington, VA, with five years of industry experience. Her prior roles include positions at Colorado State University, Commander Navy Installations, and ZEIDERS Enterprises. District Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. The firm utilizes low-cost, diversified mutual funds and ETFs with a long-term investment approach supported by proprietary artificial intelligence tools for research and risk monitoring.

Daniel Cooper is an associate advisor at Brighter Financial Capital Management, LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Madison Avenue Securities and Kalos Capital, Inc. He is also involved with Clark & Associates, Inc. Financial Solutions, where he serves as an insurance agent and paraplanner. Brighter Financial Capital Management provides investment and financial planning services to individuals, high-net-worth clients, corporations, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management as well as specialized plan advisory and multi-tiered financial planning. The firm frequently implements client programs under discretionary authority and utilizes sub-advisors while maintaining ongoing client relationships and periodic reviews.