David Sendi is a CFP® with 27 years of industry experience and is a principal at Portfolio Advisory Group, Inc. in Alexandria, VA, where he has worked since 1999. In addition to his advisory role, he is president of Portfolio Tax Group, Inc., which provides tax, bookkeeping, and payroll services, and he also offers legal services through a separate practice. Portfolio Advisory Group offers investment advisory, consulting, and financial planning services to a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm employs a primarily fundamental investment approach with both long- and short-term strategies, and provides tailored reporting and reviews to meet client objectives.

Scott Marx is a CERTIFIED FINANCIAL PLANNER™ with 27 years of industry experience. He is currently with SMP Financial Planning, LLC, where he has worked for four years. Prior to this, he was with TIAA-CREF from 2010 to 2022. SMP Financial Planning provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and select employer-sponsored 401(k) plans. The firm focuses on customized, long-term portfolios and offers specialized management of restricted and legacy securities.

Matthew Shriver is a CFP® and CFA® with 25 years of experience in financial advisory. He has been with Alexander Randolph Advisory Inc since 2002 and previously worked at Steigerwald, Gordon & Koch - Wealth Advisors. Alexander Randolph Advisory provides investment management, wealth management, and financial planning services to individual investors, trusts, retirement plans, and charitable organizations. The firm emphasizes client-specific investment policy statements, fundamental securities analysis, and cost-efficient portfolios, along with accounting-related services such as income and estate tax planning.

Josiah Hunter is a financial advisor at Revolution Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at MML Investor Services and Mass Mutual Life Insurance Company. Hunter is also the owner of Lindsey Business Group, which offers various insurance products, and JR Hunter, Inc., a CPA and tax preparation service. Revolution Wealth, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, quantitative, and technical analysis, guided by modern portfolio theory, and offers discretionary portfolio management along with individualized Investment Policy Statements.

Jared Jones is a CFP® professional with eight years of industry experience, currently serving as an advisor at Omega Wealth Management LLC since 2015. He is based in Arlington, VA and works within a six-advisor team. Omega Wealth Management provides life and wealth planning, portfolio management, and consulting services to individuals, trusts, estates, corporations, and other entities. The firm employs a goals-based investment process that incorporates formal client interviews and risk assessments to construct portfolios tailored by time horizon, investment objective, and tax considerations.

Rast Gozeh is a CFP® and CFA® charterholder with 12 years of experience in the financial industry. He has worked at Kassira Wealth Management, LLC since 2020 and previously held positions at Sierra Nevada Corporation and T. Rowe Price Investment Services, Inc. Kassira Wealth Management serves individual and high-net-worth clients, trusts, estates, and business entities with discretionary asset management and financial planning, utilizing a blend of fundamental, technical, and strategic investment approaches that include selective use of derivatives.

Jon Marable is a financial advisor with ReFrame Wealth, LLC in Vienna, VA. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at Key Investment Services LLC and KeyBank. ReFrame Wealth serves individual and high-net-worth clients, trusts, and estates by providing discretionary wealth management, financial planning, and consulting services. The firm employs a Modern Portfolio Theory-based investment approach with a primarily long-term orientation and sponsors a unique wrap fee program that combines transaction and custodial costs with advisory fees.

Tracy Shen is a financial advisor with Florin Group, LLC in McLean, VA, holding the ChFC® and Series 66 designations and bringing 26 years of industry experience. She has been with Florin Group and Purshe Kaplan Sterling Investments since 2013. Outside of advisory work, Shen sells life insurance and acts as an independent insurance agent for various companies. Florin Group provides personalized investment management and financial planning for individuals, trusts, foundations, endowments, and corporations, focusing on high-net-worth and multigenerational households. The firm develops client-specific investment policies and manages diversified portfolios with an emphasis on tax-aware implementation and multigenerational engagement.

Lisa Kirchenbauer is a CFP® professional with 23 years of industry experience, currently serving at Omega Wealth Management LLC in Arlington, VA. She has worked with Omega Wealth Management since 2008 and also leads Omega Wealth Consulting, LLC, where she provides business and life planning training, coaching, and consulting to institutions, small businesses, and individuals. Omega Wealth Management offers life and wealth planning, portfolio management, and consulting services to individuals, trusts, estates, and corporations. The firm employs a goals-based investment process tailored by client interviews and risk assessments, managing assets primarily on a non-discretionary basis and incorporating strategies such as borrowing and derivatives within client accounts.

Kelly Conner Haslbeck is a financial advisor at Clarion Wealth Management Partners with seven years of industry experience. She holds a Series 66 designation and has worked at Clarion since 2015, after a brief tenure at EverSource Wealth Advisors. Kelly is also licensed to provide non-variable insurance and annuities. Clarion Wealth Management Partners serves individuals and families, including high-net-worth clients, as well as small business owners, nonprofit organizations, and employer-sponsored retirement plans. The firm offers investment management, financial planning, and retirement plan consulting, combining traditional and wrap fee programs with educational seminars and workshops.

Joel Stillman is a CFP® with 43 years of experience in the financial services industry. He is president and COO of Capitol Financial Consultants, Inc., and has held leadership roles at several firms including Sterling Wealth Management, Inc. and Capitol Securities Management, Inc. Outside of his advisory work, he serves as a basketball referee. 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 a buy-and-hold investment strategy based on in-house asset allocation models, fundamental analysis, and manager interviews, offering both discretionary and non-discretionary account management along with ancillary services such as tax preparation and business planning.

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.

Johnny Medina is a financial advisor at RidgeOak Wealth with seven years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Merrill, KPMG, and Fidelity Brokerage Services. Medina is also associated with NHABLA, where he has been involved since 2019. RidgeOak Wealth is a registered investment adviser serving primarily individual and high-net-worth clients. The firm manages approximately $33.3 million for about 25 clients and combines Modern Portfolio Theory and passive, low-cost ETFs with quantitative, fundamental, technical, and economic analysis to guide its rules-based portfolio strategies.

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.

Jacob Katz is a financial advisor at Katz Family Financial Advisors, LLC in Alexandria, VA, holding a Series 65 designation with three years of industry experience. His work history includes roles at Rogo and Greenhill & Co., as well as time spent at Katz Family Financial Advisors since 2022. Katz Family Financial Advisors offers investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm uses fundamental analysis and proprietary screening methods to allocate assets among equities, fixed income, mutual funds, and ETFs, operating its own wrap-fee program and providing educational seminars to clients.

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.