Jon Marable is a financial advisor at ReFrame Wealth, LLC with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Key Investment Services LLC and KeyBank. ReFrame Wealth serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary wealth management, financial planning, and consulting services. The firm uses a Modern Portfolio Theory-based investment approach with a primarily long-term orientation and delegates portfolio construction and trading to a sub-advisor.

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 with RidgeOak Wealth in Arlington, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Merrill, Bank of America, Fidelity Brokerage Services, KPMG, and Atlus Group. He is currently affiliated with NHABLA LLC, a firm doing business as RidgeOak Wealth. RidgeOak Wealth is a registered investment adviser serving individual and high-net-worth clients, managing approximately $33.3 million for about 25 clients with a two-advisor team. The firm offers comprehensive financial planning and discretionary portfolio management using a combination of Modern Portfolio Theory, passive ETFs, and quantitative, fundamental, technical, and economic analysis to guide model selection and trading.

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.

Lily Poy is a CFP® and holds a Series 66 license with 16 years of industry experience. She has worked at Iconic Wealth Management since 2017 and previously spent four years at Omnia Vincet Capital Management, LLP. Iconic Wealth Management serves individual investors, high-net-worth individuals, and trusts by providing discretionary portfolio management, financial planning, and a derivatives strategy for qualified clients. The firm employs a Quantitative Value Bias investment approach that integrates fundamental analysis, CAPM, macroeconomic inputs, and technical tools, focusing on individualized portfolio management through a small, two-advisor team.

Alexey Belkin is a CFP® with six years of experience at 3Summit Investment Management, LLC and a background spanning over a decade at Kapital Asset Management LLC. He has managed The Avalon Fund, a balanced private fund registered in the Cayman Islands, since 1997 and has been its sole manager since 2014. 3Summit Investment Management provides advisory and financial planning services to individuals, charitable organizations, retirement plan sponsors, and other advisers. The firm constructs customized portfolios using a variety of investment methods and offers integrated bookkeeping and financial reporting services for small-business clients.

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.

Bernard McGinn is a CFA® charterholder with 25 years of industry experience. He has been with McGinn Investment Management since 1992 and currently serves as Chief Investment Officer of Union Street Partners LLC. McGinn Penninger Investment Management provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, employing a long-term, large-cap value equity strategy with a focus on fundamental analysis and contrarian purchases. The firm also acts as sub-adviser to the Union Street Partners Value Fund and offers portfolio management across individual accounts and the fund on a discretionary basis.

Jitendra Tandon is a financial advisor with Ficadenti Tandon Asset Management, Inc. in Springfield, VA, holding 25 years of industry experience. He has worked at Ficadenti Tandon Asset Management since 2000 and also has a longstanding role with the Department of Navy dating back to 1985. Ficadenti Tandon Asset Management, Inc. provides discretionary investment management and consulting services to individuals, families, trusts, businesses, and retirement plans. The firm tailors portfolios based on client-specific financial information and employs a variety of analytical techniques and investment strategies, including performance-based fee arrangements for qualified clients.