Benjamin Brown is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with Entelechy LLC since 2017 and previously worked at Focus Wealth Management, Ltd. from 2014 to 2017. Entelechy serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, investment management, tax preparation, and educational seminars. The firm employs a primarily passive investment strategy using diversified portfolios of index funds and ETFs, managing approximately $250 million in discretionary assets for around 80 clients within a single-advisor practice.

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.

Heather Mcgolerick is a financial advisor at Meritis Wealth Management, Inc. with 29 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Meritis Wealth Management serves individuals, trusts, estates, and businesses with customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm uses a tailored, generally discretionary investment approach with ongoing monitoring, drawing on a combination of third-party research, fundamental and technical analysis, and may include sub-advisors as part of client strategies.

Ramzi Baklouti is a CFP® with 12 years of industry experience, currently serving as Vice President at Law & Associates Inc in Glen Echo, MD. He has been associated with Raymond James Financial Services since 2013. In addition to his advisory role, he prepares investment performance and financial reports for the firm. Law & Associates Inc provides wealth management services to individuals, trusts, estates, and business entities, including specialized Divorce Financial Analysis. The firm emphasizes a financial-planning approach with diversified asset allocation and manages accounts primarily through Raymond James–administered programs on a non-discretionary basis.

Mary Scanlan is a Certified Financial Planner (CFP®) with over 32 years of industry experience. She has been with The Scott S. James Company since 1996 and also works with Scott James Group, Inc. in Falls Church, VA. 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 mix of fundamental, technical, quantitative, and modern portfolio theory approaches, with a focus on education and retirement funding.

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.

Bryan Perry is a financial advisor at Mint Asset Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Navellier & Associates, Inc. Perry is also involved in publishing as a senior editor for Eagle Financial Publications and manages personal care products manufacturing through Kona Body Care. Additionally, he produces freelance editorial content via Alexander Perry Corporation. Mint Asset Management LLC provides discretionary portfolio management primarily for individuals and families, including high-net-worth clients. The firm uses a combination of fundamental and technical analysis with rules-based, systematic models to tailor portfolios across multiple strategies, including options-writing and margin use within separately managed accounts.

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.

Bradley Sherman is a financial advisor at Sherman Wealth Management LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Sherman Wealth Management since 2013. Sherman Wealth Management serves individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive wealth management, financial planning, retirement plan advisory, and cash-management services. The firm employs an open-architecture, long-term asset allocation approach with customized portfolios that emphasize buy-and-hold strategies and may include mutual funds, ETFs, alternative investments, and third-party managers.

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.

Johnny Medina is a financial advisor with NHABLA in Arlington, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Atlus Group, KPMG, Merrill, Bank of America, and Fidelity Brokerage Services. NHABLA provides investment management and comprehensive financial planning to individuals, families, and small businesses, managing approximately $33.3 million in discretionary assets. The firm employs a Modern Portfolio Theory and passive management approach combined with rules-based, in-house model portfolios and offers access to alternative investments and third-party managers with ongoing oversight.

Sarah Slattery is a CFP® and Series 66 professional with eight years of industry experience. She has worked at PieCapital Wealth Management LLC since 2026 and previously spent 11 years at Truist Bank. PieCapital provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods, offering a range of investment strategies including options and access to private placements and venture capital.

Kartik Pawar is a financial advisor at One Oak with one year of industry experience. He holds a Series 65 designation and has worked previously at HarbourVest, Dyson Capital Advisors, Cambridge Associates, and Investure LLC. One Oak provides outsourced chief investment officer (OCIO) and customized investment advisory services primarily to institutional clients, including endowments, foundations, and family offices. The firm emphasizes an integrated OCIO model involving investment policy development, manager selection, due diligence, and performance reporting, serving a relatively small client roster with a focus on larger or institutional mandates.

Laura Marrero Garcia is a financial advisor at Capital Area Planning Group in Washington, DC, holding a Series 65 license. She has one year of experience in the financial industry following a 13-year career at NASA and concurrent work at Southern New Hampshire University. Capital Area Planning Group provides discretionary investment management, financial planning, and employee benefit plan advising for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm offers customized, actively managed portfolios and integrates tax preparation, mortgage brokerage, and insurance services under common ownership.

Davita Alford Cooper is a CFP® with 33 years of industry experience, currently affiliated with Law & Associates Inc in Glen Echo, MD. She has worked with Raymond James Financial Services Advisors and other entities since 2018. Outside of her advisory role, she owns and serves as president of The Fishel Group, Inc., a financial services and portfolio management support company. Law & Associates serves individual and high-net-worth clients, trusts, estates, and business entities with comprehensive financial planning and investment management. The firm emphasizes a planning-driven investment process focused on asset allocation and diversification and administers most client assets on a non-discretionary basis.

Peter Timmons is a financial advisor with T/R Financial Management Group, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Lotus Investment Management, LLC for 17 years and serves as Managing Member of Lotus Fund, LLC, an investment pool no longer open to new investors. T/R Financial Management Group provides personalized, discretionary investment management and financial planning primarily to individual clients and trusts. The firm employs a blend of proprietary technical, cyclical, and fundamental analysis to construct diversified portfolios, operates as a fee-only adviser, and does not sell commission products.

Joseph Warren is a financial advisor at Warren Capital Group with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Warren Capital Group since 2005, following a three-year tenure at Cheytac LLC. Outside of his advisory role, he serves on the boards of several companies, including Mortgage Harmony LLC, AmplfiedAg, and Stash Storage, and manages multiple private holding entities. Warren Capital Group provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement accounts, and business entities. The firm manages diversified portfolios across multiple asset classes using fundamental and cyclical analysis and offers a bundled wrap fee program with in-house portfolio management.

Miguel Padilla is a financial advisor at BNB Wealth Management, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Capitol Securities Management since 2011 alongside his role at BNB Wealth Management beginning in 2010. Outside of advisory work, he owns and manages a vacation rental property. BNB Wealth Management provides investment advisory and financial planning services to individuals, trusts, small businesses, and retirement plan sponsors. The firm constructs diversified portfolios, develops individualized investment policies, and offers discretionary portfolio management and pension consulting, operating from multiple offices and sponsoring its own wrap-fee program.

Christopher Brown is a CFP® professional with 23 years of experience in financial advising. He has been with Ivy League Financial Advisors LLC, formerly Commonwealth Advisory, since 1999. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. Ivy League Financial Advisors provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing documented client objectives and ongoing portfolio monitoring and rebalancing.