Nicholas Joseph is a Series 65 licensed advisor at Sentinel Wealth Management, Inc. with one year of industry experience. Prior to joining Sentinel, he worked at Ernst & Young LLP for a total of six years and held academic positions at the University of Virginia and James Madison University. Sentinel Wealth Management provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs Modern Portfolio Theory to construct portfolios focusing on risk management, utilizing mutual funds, ETFs, bonds, and alternative strategies, and manages approximately $389 million in assets across about 97 clients.

Daniel Ryan is a Series 65-licensed financial advisor with nine years of industry experience. He has been with Alikos Wealth Management, LLC since 2015. Alikos Wealth Management serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes long-term, broadly diversified portfolios using primarily passively managed mutual funds and ETFs, and offers customized solutions including ESG and tax-sensitive strategies.

Daniel Cohen is a financial advisor at Impact Capital, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previous work experience with Ameriprise Financial Services and Kestra Financial Services. In addition to his advisory role, Cohen works as a Tax Manager at E. Cohen and Company, CPAs, where he has been involved in tax return preparation and planning since 2011. Impact Capital provides discretionary portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients. The firm employs a diversified investment approach combining fundamental, quantitative, technical, and modern portfolio theory analyses, and focuses on long-term trading across various asset classes.

James Birks is a financial advisor with Birks Financial Corp. in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Birks Financial Corporation since 1996 and previously with Signator Investors, Inc. since 1989. In addition to his advisory role, he is an insurance agent representing various companies, including John Hancock Life Insurance Company. Birks Financial Corp. advises individual and trust clients on retirement planning and investment management through written financial plans, ongoing planning, and assistance with investment policy statements. The firm follows a long-term, risk-tolerance based investment process, managing assets on a non-discretionary basis and offering clients access to third-party estate-planning services.

Jessica Doll is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Reframe Wealth, LLC since 2021 and previously spent seven years with TIAA-CREF. Reframe Wealth serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary wealth management, financial planning, and related consulting services. The firm employs a Modern Portfolio Theory-based investment approach with a long-term orientation, utilizing ETFs, mutual funds, individual securities, direct indexing, and third-party managers, while delegating portfolio construction and trading to a sub-advisor.

Anise Faircloth is a financial advisor at Berg Faircloth Investment Advisors with 13 years of industry experience. She has been with Berg Faircloth Advisors Corp. since 2013 and has affiliations with related Berg Faircloth entities dating back to 2010. Outside of advisory work, she serves as a firm administrator for an accounting firm, Berg Faircloth & Company. Berg Faircloth Investment Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs fundamental and cyclical analysis with both long- and short-term trading strategies, tailoring portfolios to client objectives and risk tolerances.

Jeffrey Zures is a CFP® and Series 65 credentialed advisor with 23 years of industry experience. He has been a principal at Sanchez & Zures, LLC since 2006. The firm provides investment management and financial planning services to individual and high-net-worth clients, focusing on a long-term, passive investment approach using primarily exchange-traded funds. Sanchez & Zures offers portfolio construction, ongoing rebalancing, written financial plans, and retirement rollover advice, operating under ERISA fiduciary standards when applicable.

Amy Spalding is a CFP® professional with two years of experience, currently serving as a financial advisor at District Capital Management, LLC. Prior to joining District Capital, she worked at Walden Wealth Partners, LLC for four years. Outside of finance, she has experience with entrepreneurial ventures including Busykid.com and involvement in the wellness sector through Yoga Lounge & Barre. District Capital Management is a fee-only financial planning firm based in Washington, D.C. that serves clients across the DMV area and nationwide. The firm focuses on providing independent, comprehensive financial planning and investment management tailored to professionals in their 30s and 40s, with expertise in federal employee benefits and equity compensation.

Carlton Fitch is a financial advisor at Houlihan Financial Resource Group, Ltd. in Ashburn, VA, holding a Series 65 designation with 17 years of industry experience. He has been with Houlihan Financial Resource Group since 2006. Houlihan Financial Resource Group, Ltd. is a privately owned advisory firm providing discretionary portfolio management and integrated financial planning to individuals, trusts, foundations, pensions, and corporations. The firm primarily serves high-net-worth individuals and tailors asset allocation guidelines through five internal investment program categories, managing accounts on a discretionary basis or via Schwab’s automated platform for smaller clients.

Ameen Estaiteyeh is a financial advisor with Investology Inc. in Reston, VA, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Investology since 2004 and previously worked at Azzad Asset Management, Inc. in 2003. Investology Inc. provides portfolio management, investment policy development, and asset allocation services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diversified investment approach that integrates multiple analysis techniques within a modern portfolio theory framework and incorporates AI tools, serving roughly 350 clients with about $250 million in assets under management.

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 at Kilner Capital Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his current firm since 2014, following a prior role at American General Securities Incorporated. Kilner Capital Advisors, LLC manages approximately $336.7 million for around 230 clients, including individuals, high-net-worth households, retirement plans, trusts, and small businesses. The firm employs a buy-and-hold asset allocation strategy based on Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and offers comprehensive wealth-planning services along with tax consulting and accounting support.

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 seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual Investment Management for six years. Plandeavor provides discretionary asset management, ongoing financial planning, and hourly consultations to individuals, business entities, trusts, and estates. The firm employs a quantitative investment approach using ETFs and direct indexing, combined with tax-loss harvesting and tactical asset-allocation adjustments.

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 Katz is a financial advisor with Katz Family Financial Advisors, LLC in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Katz Family Financial Advisors since 2005 and previously at UBS Financial Services and Eastern Point Advisors Inc. Katz Family Financial Advisors provides investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-HNW clients, employing a non-discretionary management approach based on fundamental analysis and proprietary screening, and operates its own wrap-fee program.

Christian Polito is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He is currently with Clarion Wealth Management Partners and has previously worked at EverSource Wealth Advisors, Commonwealth Financial Network, Spire Investment Partners, Keel Point, McAdam LLC, and VOYA Financial Advisors. Christian is also licensed to provide non-variable insurance and annuities as a side activity. Clarion Wealth Management Partners offers investment advisory and financial planning services to individuals, high-net-worth households, small business owners, nonprofit organizations, retirement plans, and corporations. The firm provides both discretionary and non-discretionary account management, utilizing long-term buy-and-hold and short-term trading strategies across various securities and emphasizes participant education and retirement planning services.