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.

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® and holds a Series 66 license, with 13 years of experience in the financial services industry. He is currently affiliated with Peakstone Financial Advisors and has previously worked with Independent Financial Group, LLC and Plotkin Financial Advisors, LLC. Outside of his advisory work, he also provides various insurance products as a licensed agent and serves as an officer of a consulting firm focused on human resources and office leasing. Peakstone Financial Advisors serves individual and corporate clients, including high-net-worth and non-HNW individuals, as well as employer-sponsored defined contribution plans. The firm offers both discretionary and non-discretionary portfolio management, retirement plan consulting, and participant education, using customized asset-allocation strategies and third-party asset managers when appropriate.

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.

Mario Zumbo is a CFP® professional at Preserve Private Wealth, LLC with 10 years of industry experience. He previously worked at Goldman Sachs for five years and has held roles at Strategic Advisers, Inc., Fidelity Investments, and Charles Schwab. Preserve Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, combining fundamental and quantitative analysis with a long-term trading orientation. The firm manages a relatively large pool of assets per client and offers access to a diverse range of investment vehicles including hedge funds, private equity, and digital assets.

Jasha Lilaj is a CFA® charterholder with four years of industry experience. He is currently with Aption Advisors LLC and has held prior roles at Capital One, the FHFA, FI Consulting, and Dimensional Fund Advisors. Aption Advisors provides investment advice to individuals holding large, concentrated positions in venture-backed private companies, focusing on share forward transaction contracts to help clients de-risk illiquid private equity holdings. The firm uses proprietary technology to monitor private-company activity and tailor recommendations without exercising investment discretion or recommending other securities.

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.

Charlotte Bell is a financial advisor at Trio Wealth Management, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase Bank, JPMorgan Securities, Goldman Sachs, and Bluespring Wealth Partners. Trio Wealth Management is a fee-only, SEC-registered firm that serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a modern portfolio theory-based approach, balancing passive and active investment vehicles, and offers educational seminars and flexible planning engagements.

Jon Marable is a financial advisor at ReFrame Wealth, LLC with 4 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 individuals, high-net-worth clients, trusts, and estates with discretionary wealth management, portfolio management, and financial planning. The firm follows a long-term investment approach based on Modern Portfolio Theory and offers customized portfolios with tax-aware options and specialized strategies.

Janice Henderson is a CFP® professional with 30 years of industry experience. She is the CEO and an owner of Law & Associates, Inc. and has previously worked at Raymond James Financial and Raymond James Financial Services. Henderson also holds ownership in an insurance business that manages life and long-term care insurance commissions. Law & Associates, Inc. serves individuals, trusts, estates, and business entities with wealth management services that integrate financial planning, investment advisory, and management. The firm emphasizes a financial-planning framework with diversification and asset allocation and manages client accounts primarily through Raymond James–administered programs on a non-discretionary basis.

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.

Richard Allridge is a CFP® professional with 10 years of industry experience. He is a principal at Allridge Wealth Management, Inc., where he has worked since 2017. His prior experience includes roles at Century Financial Group, LLC and Voya Financial Advisors, Inc. Allridge Wealth Management, Inc. is an independent, fee-only wealth management firm that serves individuals, trusts, estates, charitable organizations, retirement plans, corporations, and other entities. The firm provides customized investment management and advisory services on a non-discretionary basis, focusing on client-directed portfolio management supported by fundamental and technical analysis.