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 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.

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.

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.

Vijay Bhaskar Prasad Duddumpudi is a financial advisor at BORA Capital, LLC with a Series 65 credential and no prior industry experience. Before joining BORA Capital, he held roles at Neurocrine Biosciences, Biogen, Novartis, and ZS Associates, with his current outside employment as a Senior Manager in Commercial Analytics at Biogen, focusing on data and commercial strategy analytics. BORA Capital provides portfolio management services to individual and high-net-worth clients, emphasizing fundamental equity analysis and long-term investment strategies. The firm offers both discretionary and non-discretionary account management, utilizes tailored model allocations, and conducts regular portfolio reviews.

Paul Glashofer is a financial advisor at Glashofer Financial Advisors with 18 years at the firm and 13 years of industry experience. He is also a licensed insurance broker offering life, disability, and health insurance as a supplemental service. Glashofer Financial Advisors serves high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and various organizations, managing approximately $281 million in client assets. The firm employs a fundamental, long-term investment approach focused on companies with strong financial metrics and generally holds investments for at least a year to limit turnover.

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.

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 and Pruco Securities, LLC. His prior work experience also includes roles at Bankers Life, Acn, Uber, and Continental Pools Inc. MG Capital Partners, LLC provides ongoing portfolio management and standalone financial planning primarily to individual and high-net-worth clients. The firm operates on a non-discretionary advisory model using modern portfolio theory and a long-term trading approach 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.