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.

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.

Benjamin Brown is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with Entelechy LLC since 2017 and previously worked at Focus Wealth Management, Ltd. from 2014 to 2017. Entelechy serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, investment management, tax preparation, and educational seminars. The firm employs a primarily passive investment strategy using diversified portfolios of index funds and ETFs, managing approximately $250 million in discretionary assets for around 80 clients within a single-advisor practice.

Denislav Dantev is a financial advisor at MG Capital Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, Bankers Life, Acn, and Uber. MG Capital Partners, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a non-discretionary advisory model, applying modern portfolio theory and maintaining a long-term trading orientation while allowing clients to retain execution authority.

Heather Mcgolerick is a financial advisor at Meritis Wealth Management, Inc. with 29 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Meritis Wealth Management serves individuals, trusts, estates, and businesses with customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm uses a tailored, generally discretionary investment approach with ongoing monitoring, drawing on a combination of third-party research, fundamental and technical analysis, and may include sub-advisors as part of client strategies.

Ramzi Baklouti is a CFP® with 12 years of industry experience, currently serving as Vice President at Law & Associates Inc in Glen Echo, MD. He has been associated with Raymond James Financial Services since 2013. In addition to his advisory role, he prepares investment performance and financial reports for the firm. Law & Associates Inc provides wealth management services to individuals, trusts, estates, and business entities, including specialized Divorce Financial Analysis. The firm emphasizes a financial-planning approach with diversified asset allocation and manages accounts primarily through Raymond James–administered programs on a non-discretionary basis.

Mary Scanlan is a Certified Financial Planner (CFP®) with over 32 years of industry experience. She has been with The Scott S. James Company since 1996 and also works with Scott James Group, Inc. in Falls Church, VA. The Scott S. James Company provides financial planning, portfolio management, and trustee services to individuals, small businesses, charities, trusts, and estates. The firm customizes investment programs using a mix of fundamental, technical, quantitative, and modern portfolio theory approaches, with a focus on education and retirement funding.

Valeria Suaza Salamanca is a financial advisor at Ortman Financial Planning with a Series 65 designation and one year of industry experience. Her prior roles include positions at LifeGuide Financial Advisors, Wolford Companies, Inc, and Messiah University. Ortman Financial Planning serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm uses a passive, asset-class investment approach complemented by fundamental and cyclical analysis, and offers educational seminars at no cost to attendees.

Bryan Perry is a financial advisor at Mint Asset Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Navellier & Associates, Inc. Perry is also involved in publishing as a senior editor for Eagle Financial Publications and manages personal care products manufacturing through Kona Body Care. Additionally, he produces freelance editorial content via Alexander Perry Corporation. Mint Asset Management LLC provides discretionary portfolio management primarily for individuals and families, including high-net-worth clients. The firm uses a combination of fundamental and technical analysis with rules-based, systematic models to tailor portfolios across multiple strategies, including options-writing and margin use within separately managed accounts.

Bradford Yeakle is a financial advisor at MY Wealth Management, Inc. in Germantown, MD, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has seven years of industry experience, including six years at T. Rowe Price before joining MY Wealth Management in 2024. MY Wealth Management serves individuals, trusts, retirement plans, and small business entities with tailored investment strategies that include stocks, bonds, mutual funds, ETFs, and options. The firm offers discretionary asset management, financial planning, and retirement plan consulting while maintaining a small advisory team managing approximately $156 million for about 114 clients.

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.

Bradley Sherman is a financial advisor at Sherman Wealth Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Sherman Wealth Management since 2013, previously spending four years at Osaic FS, Inc. Outside of advising, Sherman is a co-owner of real estate rental properties, where he is involved in property maintenance and rent collection. Sherman Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a customized, open-architecture investment approach focused on long-term investing, strategic asset allocation, and fundamental analysis, utilizing low-cost mutual funds, ETFs, and alternative investments.

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.

Genti Cici is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He is the founder of StandUP Advisors, where he has served as a fiduciary advisor since 2017. In addition to his work at StandUP Advisors, he provides financial planning and fiduciary advice to clients through an independent contractor relationship with InvestEd. StandUP Advisors is a fee-only fiduciary firm serving individuals, families, trusts, estates, and charitable organizations. The firm uses a customized, goals-based process and manages assets on a discretionary basis with a broadly diversified, ETF-style global investment approach, offering both all-ETF core strategies and core-satellite options.

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 at Ridg Oak Wealth with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Merrill and KPMG. Medina is also involved with NHABLA, a financial services firm. NHABLA LLC provides investment management and financial planning to individuals, families, and small businesses, managing approximately $33.3 million in discretionary assets. The firm employs a Modern Portfolio Theory framework and passive management with rules-based, in-house model portfolios, maintaining a low client-to-advisor ratio and offering access to third-party managers under ongoing oversight.

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.

Kartik Pawar is a financial advisor at One Oak with one year of industry experience. He holds a Series 65 designation and has worked previously at HarbourVest, Dyson Capital Advisors, Cambridge Associates, and Investure LLC. One Oak provides outsourced chief investment officer (OCIO) and customized investment advisory services primarily to institutional clients, including endowments, foundations, and family offices. The firm emphasizes an integrated OCIO model involving investment policy development, manager selection, due diligence, and performance reporting, serving a relatively small client roster with a focus on larger or institutional mandates.