Stephen Memery is a financial advisor at Iconic Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Iconic Wealth Management since 2017, following a decade at Omnia Vincet Capital Management. Iconic Wealth Management serves individual investors, high-net-worth individuals, and trusts by providing discretionary portfolio management, financial planning, and a derivatives strategy for qualified investors. The firm employs a quantitative value bias investment approach and emphasizes individualized management through its small team and client base.

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.

Peter Rechter is a CFP® professional with 25 years of industry experience. He has been with Rechter Wealth Management, LLC since 2003, where he serves as one of two advisors. The firm provides portfolio management and financial planning services primarily to individual clients, as well as to small businesses, non-profits, trusts, and estates. Rechter Wealth Management, LLC manages approximately $98.7 million in billable assets, operating on a non-discretionary basis with a focus on tailored multi-asset allocation plans and diversified mutual fund exposures. The firm is notable for its client-approval trading process, quarterly portfolio reviews, and a CFP-led oversight approach.

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.

Ryan Scott is a financial advisor at Brighter Financial Capital Management, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and KLDiscovery. He is also affiliated with Clark & Associates, Inc., where he is involved in insurance services. Brighter Financial Capital Management provides investment and financial planning services to individuals, including high-net-worth clients, corporations, and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, plan advisory, multi-tiered financial planning, and educational seminars, often implementing client programs through discretionary authority with third-party managers.

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.

Gladwyn Financial Advisors, Inc. is owned and operated by Timothy T. Murray and his wife Polly A. Murray. Tim has lived in Northern Virginia since 1972, has been a small business owner since 1993, and a financial planner since 2002. In 2000, Tim and Polly closed their learning center to allow Tim to fully pursue what had been, for many years, his undeniable interest — personal finance. After completing the required coursework and passing the CFP exam in 2002, Tim affiliated with Capital Planning & Investments, Inc. in Fairfax, as a financial planner and investment advisor. In 2005, Tim decided to go it alone and founded Murray Financial, Inc., a registered investment advisory (RIA) firm, which was subsequently renamed Gladwyn Financial Advisors in 2021. Tim’s motivation to start this business was his belief that fee-based investment advice alone, as opposed to dual agency (fee and commissioned based) was most appropriate for, not only him, but more importantly, his clients. As an RIA-only, Tim was then able to serve his clients without the corporate or institutional conflicts-of-interest prevalent in the financial services industry. Gladwyn’s investment advice revenue is limited to hourly charges or fees based on assets under management (AUM). While no longer preparing income tax returns for clients, Tim has been an income tax practitioner since 1986. He is a member of the National Association of Tax Preparers and annually maintains and improves his tax knowledge by way of continuing education courses. In 2006, after discovering that several new clients had previously made very poor divorce settlement decisions, Tim went back to school (again) to earn the Certified Divorce Financial Analyst® (CDFA®) designation so that he could be better equipped to help those going through this very emotional difficult and financially trying time. With Tim's wide range of education, work, and life experiences, he provides a broad and balanced perspective to financial decisions. He enjoys and is fully dedicated to educating others on their personal finances. Whether you are a recent retiree, in mid-career, a small business owner, or a new college graduate, Tim and his team are prepared to help you meet your financial goals and provide you with client-centered financial planning, investment, and tax advice.

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.

Stephen Guokas is a financial advisor at Kuhn & Company Investment Counsel, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at JP Morgan Chase, Simplicity Wealth Management, and Raymond James. Outside of finance, he has been involved with the Grant Park Music Festival. Kuhn & Company Investment Counsel is a registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and consulting services, utilizing approaches such as fundamental and cyclical analysis and modern portfolio theory, and may employ third-party manager programs and tax-management techniques like tax-loss harvesting.

Matthew Shriver is a CFP®, CFA®, and Series 63 credentialed advisor with 24 years of experience. He has been with Alexander Randolph Advisory, Inc. since 2002. The firm provides investment management, wealth management, and financial planning services to individuals, trusts, retirement plans, and charitable organizations. Alexander Randolph Advisory customizes portfolios based on client-specific investment policy statements and emphasizes fundamental analysis, low-cost funds, and transaction cost minimization, managing approximately $364 million across 143 client portfolios.

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.

Josiah Hunter is a financial advisor at Revolution Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including MML Investor Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he owns Lindsey Business Group, which offers various insurance products, and JR Hunter, Inc., a CPA and tax preparation business. Revolution Wealth, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a combination of fundamental analysis, quantitative models, and technical analysis, managing approximately $53.5 million across about 75 client relationships with a focus on both long-term and short-term investment strategies.

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.