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.

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 firms including UBS Financial Services, Audax Wealth Management, and Growth Consulting LLC, where she also serves as a consultant. Radiant Wealth Planning serves individual clients with investment management and comprehensive financial planning, incorporating tax-aware strategies and employer retirement plan support. The firm blends passive and active investment approaches and integrates tax services through an affiliated entity, offering client education seminars in addition to portfolio management.

James Birks is a CFP® certificant and holds a Series 65 license with nine years of industry experience. He is the principal at Birks Financial Corp. and has prior experience serving six years in the Virginia Army National Guard. He attended the College of William and Mary from 2013 to 2017. Birks Financial Corp. advises individual and trust clients on retirement planning and investment management, providing written financial plans, ongoing retained planning, and assistance with investment policy statements. The firm employs a long-term investment process beginning with risk-tolerance assessments and uses model no-load mutual fund allocations, managing assets on a non-discretionary basis and partnering with third-party money managers when appropriate.

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 financial advisor at Trio Wealth Management, LLC with 10 years of industry experience. She holds the CFP® and Series 65 credentials. Prior to joining Trio in 2023, she worked at Goldman Sachs (formerly United Capital Advisors, LLC) for five years and Hemington Wealth Management for four years. Trio Wealth Management is a fee-only, SEC-registered advisory firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm’s investment approach combines strategic asset allocation, diversification, and a mix of passive and active vehicles, and it offers educational seminars and flexible planning engagements alongside oversight of third-party managers.

David Bastian is a Series 65-licensed advisor at Kingdom Capital Advisors, LLC with four years of industry experience. He previously worked at PricewaterhouseCoopers for five years and FTI Consulting for one year. In addition to advising, he contributes blog articles as an independent contractor to SeekingAlpha.com. Kingdom Capital Advisors provides discretionary portfolio management to individuals, high-net-worth clients, investment companies, and family offices. The firm focuses on a fundamentally driven, concentrated strategy in small- and micro-cap equities, employing cyclical and fundamental analysis along with active trading techniques including margin, short sales, and options.

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 financial advisor with First Georgetown Securities, Inc. in Alexandria, VA. He has worked with the firm since 1975, bringing 50 years of industry experience. First Georgetown Securities provides discretionary managed-account services primarily to individual clients, including high-net-worth investors, emphasizing tactical asset allocation using growth, growth-and-income, and income strategies. The firm employs both fundamental and technical analysis and utilizes various risk-management tools such as option hedging and occasional short selling.

Brandon Levenson is a financial advisor at Suissa Private Wealth with a Series 66 designation and one year of industry experience. His prior work includes roles at RBC Capital Markets, Jones Lang LaSalle, Farmland Partners, CBRE, Yelp, and Penn State University. Suissa Private Wealth is a newly registered SEC investment adviser with three advisors that provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, non-profits, endowments, and business entities. The firm focuses on long-term strategies using asset allocation and fundamental analysis, incorporating dollar-cost averaging, periodic rebalancing, and quarterly performance reviews.

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.

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.

Thomas Seneca is a financial advisor at T.M. Wealth Management in Reston, VA, holding Series 63 and Series 65 licenses with 17 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Cetera Advisor Networks, Girard Securities, and My Investment Advisor. Seneca is also a licensed insurance agent. T.M. Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, and business entities, managing approximately $210 million for under 100 clients. The firm provides customized portfolio management, pension consulting, and financial planning using a combination of fundamental analysis, modern portfolio theory, and technical analysis, and offers educational seminars for various audiences.

Hilary Disher is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66 designation with 10 years of industry experience. She has worked at CAVU Wealth Advisors since 2014 and spent a year with Goldman Sachs Wealth Services prior to that. CAVU Wealth Advisors provides investment management and financial planning primarily to individual clients, including high-net-worth households, as well as small and medium institutional accounts. The firm uses a holistic, Investment Policy Statement–driven approach to build broadly diversified, tax-aware portfolios managed on a discretionary basis.