Stephen Memery is a financial advisor with Iconic Wealth Management in Alexandria, VA, holding Series 63 and Series 65 designations and 22 years of industry experience. His prior roles include positions at Omnia Vincet Capital Management, Bay Capital Advisors, Merrill, and Morgan Stanley. Iconic Wealth Management serves individual and high-net-worth clients as well as trusts, offering discretionary portfolio management and financial planning. The firm employs a Quantitative Value Bias investment approach that integrates fundamental analytics, technical tools, diversified allocations, and options strategies tailored to client risk profiles.

Leah Bryan is a financial advisor at Bryspen, Incorporated, holding a Series 65 designation with 22 years of industry experience. She has been with Bryspen since 1993. Bryspen provides advisory services to high-net-worth individuals and corporate clients, offering comprehensive financial planning and investment supervisory services. The firm manages a substantial portion of assets on a non-discretionary basis and emphasizes a fundamental, analytical investment approach tailored to each client’s specific circumstances.

Thomas Ricketts is a CFA® charterholder with 23 years of industry experience. He has been with Evolutionary Tree Capital Management, LLC since 2017 and previously worked at the Massachusetts Institute of Technology for one year. Evolutionary Tree Capital Management provides discretionary portfolio and investment management services to individuals, family offices, estates, trusts, retirement plans, and institutional clients, managing approximately $91.7 million in assets. The firm employs an innovation-focused, concentrated growth strategy with a long-term horizon, combining fundamental research with industry and ecosystem analysis.

Daniel Sendi is a CFP® with 27 years of experience in the financial industry. He is a principal at Portfolio Advisory Group, Inc., where he has worked since 1999. In addition to his advisory role, he serves as Vice President of Portfolio Tax Group Inc., a tax, bookkeeping, and payroll services firm. Portfolio Advisory Group provides 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 tailored equity allocation limits and offers both discretionary and non-discretionary asset management.

Sherman Ethridge is a CFP® with 14 years of industry experience. He currently serves as an advisor at Capital Area Planning Group, having previously worked at CIC Wealth, LLC and Wells Fargo Clearing. Outside of his advisory role, he is involved in public speaking on investment topics through his sole proprietorship, Ethridge Consulting, LLC, and serves on the board of a Bluetooth headphone manufacturer, Dome Audio Inc. Capital Area Planning Group provides discretionary portfolio management, financial planning, and employee benefit plan consulting to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers customized, actively managed portfolios using Modern Portfolio Theory and fundamental analysis, and maintains affiliated non-advisory businesses such as tax preparation and insurance brokerage.

Edward Lu is a financial advisor at Blackfield Capital Management LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Cambrian Asset Management. In addition to his advisory role, he is a licensed insurance agent offering insurance products to clients when appropriate. Blackfield Capital Management provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, focusing on a small number of client relationships. The firm’s investment approach is based on fundamental analysis and includes strategies such as long- and short-term trading, options, short sales, and margin transactions, along with facilitating access to private market investments through subscription platforms.

Ning Jin is a financial advisor at Florin Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Florin Group, Jin held roles at Fortune and Beyond, J&J Premier Financial Alliance, and various companies in other sectors. Florin Group provides personalized investment management and financial planning services primarily to high-net-worth and multigenerational households, offering portfolio management and financial plans tailored to individual client needs. The firm emphasizes tax-aware implementation and multigenerational engagement, including senior-care planning and assisted-living fee negotiation.

Erich Imphong is a CFP® with 13 years of industry experience currently affiliated with Peakstone Financial Advisors. His career includes roles at X Advisors, LLC, Plotkin Financial Advisors, LLC, Independent Financial Group, LLC, and Geier Asset Management Inc. He also serves as an officer of Oceanview Consultants, LLC, a consulting entity focused on operational efficiencies. Peakstone Financial Advisors serves individuals, including high-net-worth clients, corporations, and retirement plans, managing over $255 million in discretionary assets. The firm offers tailored financial planning and wealth management services with a long-term, risk-adjusted investment approach that includes equities, fixed income, ETFs, and alternative investments, along with differentiated features such as a wrap fee program and a Signature Services program for select clients.

Asitha De Silva is a CFA® charterholder and holds a Series 65 license with six years of experience in the financial industry. He has worked at UBS AG, Sweetbay Capital Management, LLC, and Rock Den Advisors, LLC. He is a shareholder in MRQ Holdings, a property investment and charitable foundation based in Sri Lanka. He is a principal at Capital Squared Financial LLC, a fee-only registered investment adviser serving individuals, pension plans, charitable organizations, and businesses. The firm employs a mix of passive and active investment strategies grounded in modern portfolio theory and offers both ongoing and project-based financial planning services.

I specialize in helping clients with Tax-Efficient Retirement Planning and Investment Management. I can help you: (1) assess your overall retirement preparedness, (2) design an actionable and easy-to-understand plan to achieve your goals, (3) develop an investment strategy that matches your specific needs and preferences. Over the past 15 years in the wealth management industry, I had an opportunity to work at one of the most prominent investment management firms, a boutique firm that focused entirely on stock research and later at one of the top regional RIA firms. I also co-founded a wealth management group that was later acquired by a CPA firm. In his previous role as the Chief Investment Officer (CIO), I directed the management of over $350,000,000 in assets on a discretionary basis for over 150 individuals, families and trusts. I developed numerous financial plans for a diverse group of clients which gave me a deep understanding of what is needed to create a personalized and comprehensive plan. Visit our website to learn more: www.csqfinancial.com Schedule a free consultation: https://scheduler.zoom.us/alex-seleznev/intro-meeting-with-alex-seleznev I look forward to talking with you!

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.

Anna N'jie Konte is a CFP® professional at Poder Wealth Advisors with 10 years of industry experience. She previously worked at RBC Capital Markets and also served as CEO of Dare to Dream Consulting, where she provided speaking engagement services. Poder Wealth Advisors is a state-registered firm serving individual clients, business owners, and nonprofit entities. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, offering diversified, low-cost portfolios alongside comprehensive financial planning and discretionary portfolio management.

John Bowles Jr. is a CFP® professional with 19 years of experience at InterVest Ltd., where he has worked since 1997. Based in Chevy Chase, MD, he is one of two advisors at the firm. InterVest Ltd. provides financial planning, portfolio management, and non-discretionary asset management consulting to individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm combines document-driven financial reviews with ongoing client servicing, offering both non-discretionary advice and limited discretionary authority through SEI’s managed-account platform.

Franklin Koonce is a financial advisor at Montgomery Investment Management Inc with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Montgomery Investment Management and Koonce Securities, Inc. since 1994. Montgomery Investment Management serves high-net-worth individuals, families, trusts, retirement accounts, charitable organizations, and institutional clients, focusing on larger accounts with a value-oriented, fundamental analysis investment approach. The firm maintains a relatively small client base and manages portfolios that are concentrated in 20–30 securities, emphasizing companies with sustainable competitive advantages and often targeting underfollowed or turnaround situations.

Mario Zumbo is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is currently with Preserve Private Wealth, LLC and has previously worked at Goldman Sachs, Strategic Advisers, Inc., Fidelity Investments, and Charles Schwab. Preserve Private Wealth, LLC provides financial planning and investment advisory services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and quantitative analysis with a long-term trading approach, managing a relatively small client base with access to a broad range of investment vehicles.

Irina Gabidullina is a CFP® and Series 65 credentialed advisor at Donalies Financial Planning, LLC with six years of industry experience. She previously worked at Gallant Financial Planning and Lighthouse Financial Planning, LLC. Donalies Financial Planning, LLC provides financial planning and discretionary portfolio management to individuals, business entities, trusts, retirement plans, and charitable organizations, with a focus on dual-income families and those preparing for or in retirement. The firm’s investment approach combines Modern Portfolio Theory with a passive core and active satellite positions, using tax-aware strategies and third-party planning tools.

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.

Jiaxuan Zhuang is a financial advisor at MZ Capital, LLC with 20 years of industry experience. He has held his current role since 2005 and holds a Series 65 designation. MZ Capital Management provides discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm emphasizes a passive, asset-class allocation approach implemented with institutional funds under a buy-hold-rebalance discipline grounded in efficient market and modern portfolio theory.

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.