Mary Scanlan is a Certified Financial Planner® with over 33 years of industry experience. She has been with The Scott S. James Company since 1996 and also spent 25 years at Scott James Group, Inc. She holds Series 63 and Series 65 licenses. The Scott S. James Company manages approximately $139 million for a diverse client base, including individuals, small businesses, charities, trusts, and estates. The firm provides financial planning, portfolio management, and trustee services, tailoring investment strategies to client goals through fundamental and technical analysis as well as modern portfolio theory.

Bryan Perry is a financial advisor with Mint Asset Management LLC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He previously worked at Navellier & Associates, Inc. for seven years and has been involved with Eagle Financial Publications as a senior editor since 2015. Outside of finance, he manages Kona Body Care, a personal care products company. Mint Asset Management LLC is a small, supported registered investment adviser serving individual and high-net-worth clients, as well as trusts, foundations, and small businesses. The firm offers discretionary portfolio management using diversified, rules-based model portfolios and employs systematic ranking, trend-following strategies, and hedging techniques, including leverage and derivatives.

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.

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.

Salma Chaudry is a financial advisor at Florin Group, LLC in McLean, VA, holding the ChFC® designation and Series 65 license with 10 years of industry experience. She has been with Florin Group since 2013. Florin Group provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations, with a focus on high-net-worth and multigenerational households. The firm employs tailored investment policy statements and asset allocations, managing portfolios across mutual funds, ETFs, equities, and fixed income with an emphasis on tax-aware implementation and multigenerational engagement.

Alexey Belkin is a CFP® with six years of industry experience, currently serving at 3Summit Investment Management, LLC. He has a background that includes ten years at Kapital Asset Management LLC and has managed The Avalon Fund, a balanced private fund, since 1997. He also acts as Director and investment manager of The Avalon Fund, overseeing listed equity and debt securities. 3Summit Investment Management serves individuals, charitable organizations, companies, other advisers, and retirement plan sponsors with portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm emphasizes diversified portfolios based on a range of analytical approaches and integrates formal bookkeeping and financial reporting services for small-business clients.

Daniel Morgan is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Independent Financial Planning, LLC since 2014. He holds a Series 66 license and is based in Great Falls, VA. Morgan also participates on the investment committee of a private real-estate fund. Independent Financial Planning serves individual investors, including high-net-worth and non-HNW 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 incorporates passive indexing with active satellite positions and selective use of derivatives.

Davita Alford Cooper is a financial advisor at Law & Associates Inc with 33 years of industry experience. She holds the CFP® designation and Series 63 license. Her prior roles include positions at Raymond James Financial Services and WealthSpire Advisors. Cooper is also the owner and president of The Fishel Group, Inc., a support company focused on financial services and portfolio management. Law & Associates serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing wealth management that includes comprehensive financial planning, investment advisory, and investment management services. The firm employs a planning-driven investment process emphasizing asset allocation and diversification, administering a substantial portion of assets on a non-discretionary basis.

Miles Laubinger is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Potomac Wealth Management LLC, where he has worked since 2025. Prior to this, he held positions at Dimensional Fund Advisors and The Vanguard Group. Potomac Wealth Management LLC is a fee-only registered investment adviser serving high-net-worth individuals, trusts, qualified retirement plans, and nonprofit organizations. The firm employs a broadly diversified, often passive, asset-allocation strategy using low-cost mutual funds and ETFs, and provides both discretionary and consultative portfolio management along with retirement plan consulting and participant education workshops.

Jitendra Tandon is a financial advisor at Ficadenti Tandon Asset Management, Inc. with 26 years of industry experience. He has worked at his current firm since 2000 and concurrently serves with the Department of the Navy since 1985. Additionally, he has been involved with JIT TANDON, EA since 1983. Ficadenti Tandon Asset Management provides discretionary investment management and consulting services to individuals, families, trusts, businesses, and retirement plans. The firm tailors portfolios based on client discussions about financial status, time horizon, and risk tolerance, utilizing fundamental, technical, and charting analysis across a range of investment strategies.

I am the proud father of four incredible children (all born within 5 years of each other), and husband to a very patient wife (see previous comment). After attending the US Air Force Academy in Colorado Springs, CO, and while serving on Active Duty in the US Air Force as an Acquisitions Officer, I founded Olsen Family Financial, LLC in 2016, where I work as the firm's Lead Financial Planner with a team of two other amazing military veteran advisors. I then completed a Master's of Liberal Arts, Finance degree from the Harvard Extension School, after which I was fortunate to return to the Academy to teach finance and accounting courses. Following that assignment, I was selected for a PhD sponsorship, which I completed in 2024 at THE Ohio State University, with a research focus on how real estate fits into the personal balance sheet, behavioral finance, military finance, and life insurance. As much as I love financial planning, academia, and working with our clients, I'd much rather be skiing in Utah or Colorado, backpacking or paddleboarding in Wyoming, camping at our favorite state park in Ohio (Hocking Hills), or coaching my kids' lacrosse teams. Your finances, your business, your career, etc., are all important. We want to help you optimize those aspects of your life so that you can do the things that really light your fire.

Gary Schlaffer is a financial advisor at Alexander Randolph Advisory Inc with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at the firm since 1993. Alexander Randolph Advisory provides investment management, wealth management, and financial planning to individual investors, trusts, retirement plans, and charitable organizations. The firm serves both high-net-worth and non‑HNW clients, emphasizing client-specific investment policy statements, fundamental securities analysis, and minimizing transaction costs, while also offering accounting-adjacent services such as tax planning and preparation.

Robert Barron is a financial advisor at Signet Financial Management, LLC with four years of industry experience. He holds a Series 65 designation and has held roles at Signet Financial Management since 2021 and Summit Financial, LLC since 2026. Outside of advising, he was involved with Barron System Integration from 2017 to 2021. Signet Financial Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary wealth management, portfolio management, and financial planning services. The firm employs a disciplined, evidence-based investment process that integrates fundamental and quantitative analysis and often utilizes diversified portfolios with options for tactical rebalancing.

Scott Puritz is a financial advisor at Rebalance LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Rebalance since 2012. Rebalance provides investment management, financial planning, and decision-support services to individuals, high-net-worth clients, retirement plans, and pooled vehicles through its Rebalance360 program. The firm employs a strategic asset-allocation framework focused on long-term rebalancing and offers a branded 401(k)/pension service, serving a broad client base with a compact advisory team.

Viveka Ryn is a financial advisor at Aegis Wealth with a Series 65 designation and 24 years of industry experience. She has been with Aegis Wealth Management LLC since 2005 and previously worked at Ernst & Young Investment Advisers LLP for three years. Aegis Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to tailor portfolios that include mutual funds, ETFs, equities, fixed income, real-estate funds, and non-U.S. securities.

Tyler Morris is a financial advisor at Rembert Pendleton Jackson with a Series 65 designation and one year of industry experience. Prior to joining RPJ, he worked at Clarendon Wealth Management and has experience with Virginia Polytechnic Institute and State University and Brambleton Bettas. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a Modern Portfolio Theory-based approach and manages both discretionary and non-discretionary assets.

Michael Elliott is a CFA® charterholder with two years of experience in the financial industry. He currently works at Harbour Capital Advisors, LLC, where he has been since 2024. Prior to this, he held roles at CFRA Research, Avascent, Raymond James & Co., and Marriott & Co Investment Banking. Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, managing approximately $701 million for around 55 clients. The firm uses customized investment policy statements, mean-variance optimization, and a core-satellite investment approach that includes both liquid public securities and alternative investments, alongside wealth-transfer and family-governance services.

David Trenner is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with D'Orazio & Associates, Inc. since 2012. D’Orazio Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates by providing financial planning, discretionary investment management, and retirement plan consulting. The firm follows a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.

Charles Gibbons is a financial advisor with KFA Private Wealth Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Arete Wealth Management LLC and Ameriprise, among other firms. Outside of advising, he is also an insurance agent with Agency One. KFA Private Wealth Group serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities by providing financial planning, portfolio management, retirement plan consulting, and wealth management. The firm employs goal-based portfolios using strategic asset allocation and a blend of passive and active management, with tax preparation and accounting services offered alongside investment management.

Cierra Telleen is a financial advisor at Pactolus with a Series 65 credential and one year of industry experience. She previously worked at Citizens & Farmers Bank and studied at the College of William & Mary. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business clients. The firm offers investment advisory, financial and estate planning, tax-aware advice, and other wealth-planning solutions, typically managing client accounts on a discretionary basis and utilizing quantitative research and sub-advisers.