Jennifer Goodwin is a financial advisor at Re Envision Wealth with nine years of industry experience. She holds a Series 66 designation and previously worked at Motley Fool Wealth Management, TMF Investments, and TIAA-CREF Individual & Institutional Services. Re Envision Wealth serves individual and high-net-worth households as well as some institutional clients, offering financial planning, investment consultation, wealth management, and discretionary portfolio management. The firm emphasizes asset allocation combined with fundamental and cyclical analysis and performs due diligence on private-market opportunities, managing specialized pooled investment vehicles.

Cody Cashman is a financial advisor at Capital Assets Planning Incorporated with a Series 66 designation and one year of industry experience. Prior to his advisory roles, he served as the Commissioner of the Revenue for the City of Falls Church from 2021 to 2025. Capital Assets Planning, Inc. provides financial planning and advisory services to individual and high-net-worth clients, offering customized plans covering cash flow, retirement, tax, insurance, and estate considerations. The firm uses client interviews and risk-tolerance questionnaires to tailor recommendations and typically implements investments through third-party managers.

Joseph Kilner is a financial advisor with Kilner Capital Advisors, LLC in Gaithersburg, MD, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He previously worked at American General Securities Incorporated and has been with Kilner Capital Advisors since 2014. From 2026, he joined Apella Wealth. Kilner Capital Advisors manages approximately $336.7 million for around 230 clients, including individuals, high-net-worth households, qualified retirement plans, trusts, and small businesses. The firm offers discretionary portfolio management and comprehensive wealth-planning services, using a buy-and-hold, asset-allocation approach grounded in Modern Portfolio Theory, with an emphasis on passive mutual funds and ETFs. The firm also provides integrated tax consulting and accounting services alongside investment advisory.

Kelly Cappello is a financial advisor at Argo Wealth Advisory, LLC with 31 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates for 20 years before joining Argo Wealth Advisory in 2025. Argo Wealth Advisory provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental-analysis approach with a generally long-term orientation, using model portfolios comprised of mutual funds, ETFs, individual stocks, bonds, and options, while also incorporating Independent Manager overlays and borrowing within separately managed account structures.

Joshua Zins is a financial advisor at Plandeavor with Series 63 and Series 65 licenses and eight years of industry experience. He worked at Northwestern Mutual Investment Management for six years before joining Plandeavor in 2024. Plandeavor provides discretionary asset management, comprehensive financial planning, and hourly consultation to individuals, business entities, trusts, and estates. The firm uses a quantitative investment approach incorporating asset allocation, Modern Portfolio Theory, ETFs, and direct indexing, and emphasizes ongoing planning supported by client portal data aggregation and pre-engagement educational sessions.

Tyler Harper is a CFP® with two years of industry experience, currently serving as a financial advisor at Variant Private Wealth LLC. Before joining Variant, he worked at Valeo Financial Advisors LLC and Precision for Medicine. Outside of finance, he has experience in secondary education and worked at Manhattan Pizza. Variant Private Wealth provides fee-based financial planning and individualized investment management to individuals, families, trusts, charitable organizations, pension plans, and corporations. The firm builds investment recommendations from client-specific financial plans using fundamental and technical analysis, and manages wrapped accounts through its sponsored wrap-fee program.

Luke Avery is a CFP® and Series 65-licensed advisor at DecisionMap Wealth Management, LLC with three years of industry experience. Prior to joining DecisionMap, he worked at Goldman Sachs Personal Financial Management and has experience in both financial services and other sectors including education and logistics. DecisionMap Wealth Management provides financial planning, consulting, and investment management to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment strategy that combines passive and active approaches, tailoring portfolios to clients’ objectives and risk tolerances.

Kevin Cope is a CFA® charterholder with nine years of industry experience and is currently a managing member of Cope Connelly in Arlington, VA. He has worked at Hutchinson Capital Management and XPS Capital LLC prior to his current role. Cope is also involved with C4M Global Advisors LLC, a related advisory firm, and oversees the governance of Cope Connelly SPV Management LLC, a special purpose vehicle entity. Cope Connelly serves individuals, pension plans, and business entities by providing discretionary portfolio management, financial planning, pension consulting, and private placement consulting. The firm emphasizes documented investment policies, regular portfolio reviews, and incorporates charting and technical analysis within a long-term trading approach while actively advising on private placements and special-purpose vehicles.

Jason Hemeon is a financial advisor at Argo Wealth Advisory, LLC with 24 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Argo Wealth Advisory in 2025, he worked at Raymond James & Associates Inc. for seven years and held several roles at Wells Fargo and BB&T Investment Services earlier in his career. Argo Wealth Advisory provides wealth management, investment management, financial planning, and 3(21) retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a fundamental-analysis approach with a long-term orientation and integrates model portfolios, options, and Independent Manager overlays in a compact advisory model.

Mark Eid is a financial advisor at Acts Financial Advisors with a Series 65 credential and two years of industry experience. He has worked at Qualderm Partners since 2020 and was previously employed at VA Dermatology and Skin Surgery Center. Outside of advising, Mark Eid practices as a Mohs micrographic surgeon at Qualderm Partners and co-founded Rich to Wealthy, a personal finance education and entertainment media company. Acts Financial Advisors is a small SEC-registered firm serving individuals, charitable organizations, businesses, and public entities. The firm employs a Modern Portfolio Theory framework using primarily passive index mutual funds and ETFs, while also offering financial planning, investment management, business consulting, and real estate analysis services.

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.

Thiago Glieger is a financial advisor at RMG Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at firms including H. Beck, Inc. and Grove Point Investments. Since 2020, he has contributed as an author to FedSmith.com, an online resource for federal employees. RMG Advisors serves individual and high-net-worth clients with discretionary investment management and financial planning, specializing in areas such as divorce-related financial planning, federal employee retirement planning, and oversight of variable annuity and life-insurance sub-accounts. The firm emphasizes asset allocation and diversification through SEI Asset Allocation Models and sub-advisors, managing approximately $137 million for about 174 client households with a two-advisor team.

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.

Jamie Lapin is a CFP® with 41 years of industry experience, currently serving as an advisor at RMG Advisors in Rockville, MD. His prior experience includes roles at Grove Point Financial, LLC and Family Law Software. He has been active in the financial advisory field since 1986. RMG Advisors manages approximately $137 million for about 174 client households, offering discretionary investment management and financial planning services. The firm focuses on niche planning areas such as divorce-related financial planning and federal employee retirement planning, utilizing SEI Asset Allocation Models and sub-advisors to implement diversified client portfolios.

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!

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.