Zachary Moss is a financial advisor with Potomac Investment Company, holding a Series 66 designation and no prior industry experience. His work history includes roles at Bank of Montreal, Hamilton Ventures, Georgetown University, Potomac Investment Co, and The York School. Potomac Investment Company is a small investment management firm serving individuals, trusts, estates, charitable organizations, and retirement accounts. The firm employs a conservative, long-term investment strategy focused on diversification and fundamental analysis, managing portfolios of publicly traded equities, mutual funds, and fixed-income securities.

Lauren Bell is a financial advisor at Trio Wealth Management, LLC in Great Falls, VA. She holds a Series 65 designation and has been in the industry since 2022, with prior experience at HH Global and Pride Global. Lauren joined Trio Wealth Management in 2024. Trio Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and access to unaffiliated third-party managers. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, combining passive and active strategies to align with clients’ objectives and risk tolerance.

Alishia Parkhill is a financial advisor at Lifetime Financial with one year of industry experience. She holds a Series 65 credential and has previously worked at Coalition to Transforming Advanced Care, Capote Ventures, and LeadingAge. Lifetime Financial provides ongoing financial planning and investment management to individual and high-net-worth clients, focusing on professionals in nonprofits, higher education, and government sectors. The firm employs a systematic, asset-allocation-centered investment approach using low-cost index funds and ETFs, with an emphasis on diversification, tax-aware strategies, and life-centered planning that integrates career, philanthropy, and cash-flow coaching.

Joshua Goulding is a CFP® and CFA® with 19 years of experience in the financial services industry. He is currently a partner at 4J Wealth Management, LLC, where he has worked since 2018. Prior to this, he worked at Purshe Kaplan Sterling Investments and McLaughlin Ryder Investments, Inc., and has been associated with Guardian Life Insurance Company since 2009. He also maintains a role as an independent insurance agent, providing fixed and traditional insurance products. 4J Wealth Management primarily serves individual investors and retirement plans, offering financial planning alongside discretionary and non-discretionary investment management. The firm emphasizes a client-focused fiduciary approach with multi-style portfolio construction and integrates third-party estate-planning software into its planning process.

Christina Gamache is a financial advisor at Radiant Wealth Planning with 14 years of industry experience. She holds a Series 66 designation and has worked at Audax Wealth Management, LLC, UBS Financial Services Inc., and operated as a sole proprietor. Additionally, she consults for Growth Consulting Firm, LLC, where she prepares spreadsheets and analyzes statements. Radiant Wealth Planning serves individual clients with investment management and comprehensive financial planning, including retirement, estate, and tax-aware strategies. The firm integrates tax services through an affiliated entity and offers educational seminars, managing portfolios using both passive and active approaches tailored to client objectives.

Justin Ellison is a financial advisor with Demand Wealth, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Morgan Stanley and Spire Wealth Management, among others. Ellison is also involved with the Youth Interest Foundation, a nonprofit association. Demand Wealth serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services that utilize ETF-based model portfolios and digital planning tools. The firm employs fundamental analysis and modern portfolio theory, implementing both long- and short-term trading strategies as appropriate.

Michelle Hundley is a CFP® professional with nine years of industry experience. She is currently an advisor at Trio Wealth Management, LLC, joining the firm in 2023. Prior to Trio, she worked at Goldman Sachs (formerly United Capital Advisors, LLC) for five years and Hemington Wealth Management for four years. Trio Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and access to unaffiliated third-party managers. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, combining passive and active strategies tailored to clients’ objectives, risk tolerance, and tax considerations.

Courtney Calotta is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Donalies Financial Planning, LLC since 2025 and previously spent six years with Gallant Financial Planning, LLC. Donalies Financial Planning, LLC primarily serves individual clients, including dual-income families and retirees, as well as trusts, business entities, pension plans, and charitable organizations. The firm provides comprehensive financial planning and discretionary portfolio management using a long-term, buy-and-hold approach with a core passive plus active-satellite strategy.

Carolyn Nunez is a CFP® and holds a Series 65 license with 15 years of industry experience. She has been involved with the UNT PDI CFP Program since 2007. Nunez is based in Chevy Chase, MD, and is affiliated with Ithaka Financial Planning, LLC. Ithaka Financial Planning provides integrated financial planning and portfolio management services for individuals, high-net-worth clients, and personal trusts and estates. The firm emphasizes customized portfolios based on Modern Portfolio Theory and offers a range of engagement options including investment-only and hourly consulting, supported by a small advisory team.

Michael Jobe is a financial advisor at Glover Park Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for eight years. Outside of financial advising, he operates an online ticket sales business, Awesomeseating.com. Glover Park Wealth Management is a small, owner-operated SEC-registered advisory firm serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments, while also offering access to independent managers and specialist solutions.

Robert Mann is a Series 66-licensed advisor with First Georgetown Securities, Inc. in Alexandria, VA, where he has worked since 1975, totaling 51 years of industry experience. First Georgetown Securities provides discretionary portfolio management primarily to individual and high-net-worth clients, offering growth, growth-and-income, and income strategies. The firm employs a tactical allocation approach combining fundamental and technical analysis, focusing on treasuries, corporate bonds, equities, and mutual funds, and manages approximately $101.7 million in discretionary assets.

Brandon Levenson is a financial advisor at Suissa Private Wealth with a Series 66 designation and one year of industry experience. His prior work history includes roles at RBC Capital Markets, Jones Lang LaSalle, Farmland Partners, CBRE, Yelp, and Penn State University. Suissa Private Wealth provides discretionary and non-discretionary investment management and financial planning services to individuals, high net worth clients, nonprofits, endowments, qualified retirement plans, and corporations. The firm emphasizes individualized advice based on fundamental analysis and asset allocation, with a long-term investment approach and quarterly reviews aligned with financial planning outcomes.

Laura Beldin is a financial advisor at B&L Wealth Group, LLC with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and previously worked at Merrill and Bank of America. In addition to her advisory work, she is active as an insurance agent. B&L Wealth Group provides financial planning, consulting, and discretionary investment management services to individuals, trusts, estates, and business entities, including sub-advised customized portfolio management for unaffiliated advisers and a notable non-U.S. client segment. The firm’s offerings include a proprietary Flagship Strategy with a performance-based arrangement that utilizes derivatives, margin, and concentrated positions.

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.

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.

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.

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® 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.