John Herr is a financial advisor with Alpha Strategies Corporation in Sterling, VA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Alpha Strategies Corporation since 2010. The firm provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. Alpha Strategies manages approximately $47.9 million across about 86 client accounts, employing modern portfolio theory to construct diversified portfolios with both traditional and alternative investments, and retains all portfolio management in-house.

John Peterson is a CFP® professional with 28 years of experience in financial advising. He has been the sole advisor at Cwm Financial Group, Inc. since founding the firm in 1998. Based in Rockville, MD, he holds Series 63 and Series 65 licenses. Cwm Financial Group serves individuals, high net worth clients, trusts, and estates by providing wealth management and discretionary portfolio management, along with written financial planning on an hourly or fixed-fee basis. The firm emphasizes long-term investment strategies using diversified mutual funds and ETFs, incorporates multiple analytical methods, and manages approximately $94.7 million in discretionary assets for 57 clients.

Mehdi Grayeli is the principal of Grayeli Investment Management in Reston, VA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Grayeli, Inc. since 1997. Grayeli Investment Management is an independent registered investment adviser managing approximately $17.9 million for about 25 households, including individuals, high-net-worth clients, trusts, and pension and profit-sharing plans. The firm provides discretionary investment management and financial planning, using a goal-based planning process focused on capital preservation, risk management, and a long-term, diversified buy-and-hold strategy.

Charles Sterling is an independent financial advisor with DeafInvest in Tysons, VA, holding Series 65 and Series 66 licenses and 17 years of industry experience. His prior work includes roles at Cetera Advisors LLC, Dawn, and Investors Capital Corporation. Sterling is involved with organizations serving the deaf community, including the Maryland School for the Deaf Alumni Association and Global Deaf Muslim. He also provides tax preparation, consulting, and bookkeeping services through DeafTax LLC. DeafInvest offers fee-based investment advisory and financial planning services primarily for individuals and small organizations connected to the deaf community. The firm manages portfolios using equities, ETFs, and other securities, providing discretionary management and a robo-advisor option, while integrating tax planning and education into its services.

Samuel Asare is a financial advisor at Laser Wealth Management, LLC in Kensington, MD, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, previously affiliated with Laser Financial Group. Outside of advisory services, he is a licensed insurance agent and provides tax planning and filing services as an enrolled agent and bookkeeper. Laser Wealth Management serves individual clients and business owners by offering investment advice, financial planning, and consulting. The firm uses a third-party manager to implement investment strategies based on Modern Portfolio Theory, focusing on asset allocation and periodic rebalancing, while providing clients with plan development, reviews, and educational seminars.

Donald Wright is the principal of Wright Wealth Management LLC in Chevy Chase, MD, with 23 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wright Wealth Management provides discretionary investment management, financial planning, and consulting services primarily to individuals, high net worth clients, trusts, and estates. The firm constructs customized portfolios using ETFs, mutual funds, individual stocks, and bonds, employing both fundamental and technical analysis within a fiduciary framework and generally following a long-term investment approach.

Michael Miles is a CFP® certified financial advisor with 27 years of industry experience. He has operated Variplan, LLC since 2006 and also serves as an investment advisor for Turnkey Financial Services, a related firm currently winding down its operations. Variplan, LLC provides integrated financial planning and non-discretionary investment advisory services to individuals and trusts through a proprietary annual engagement package. The firm employs quantitative methods and emphasizes diversified, low-cost index and ETF strategies, tax efficiency, and periodic rebalancing.

Christopher Leader is the sole advisor at Leader Investments LLC in Silver Spring, MD. He holds a Series 65 credential and has two years of industry experience. Prior to founding his firm, he worked in various roles at Twilio, SendGrid, and Stack Labs. He currently works as a product manager with Preply outside of his advisory activities. Leader Investments LLC provides personalized financial guidance to individual investors without managing client accounts or custody of assets. The firm focuses on diversification and value-oriented recommendations, primarily utilizing indices and publicly traded vehicles, with advice tailored to client suitability factors.

Mary Thomas Spruill is a financial advisor at Serene Financial Solutions in Gaithersburg, MD, holding the ChFC® designation and Series 65 license with six years of industry experience. Prior to founding Serene Financial Solutions in 2020, she worked at The McKelvey Group and held positions at Frederick National Laboratory for Cancer Research, Navy Marine Corps Relief Society NMCRS Sasebo, and NBHC Sasebo. Serene Financial Solutions advises individuals, families, and small-business owners, providing portfolio management, comprehensive financial planning, consulting, educational seminars, and tax preparation services. The firm combines passive and active management within a Modern Portfolio Theory framework and is notable for its tax preparation practice staffed by enrolled agents and its range of business support services.

Sara Cavendish is a financial advisor at Plein Air Capital Advisers, LLC with 26 years of industry experience. She holds a Series 65 designation and has worked at Windward Asset Management, LLC since 2008. Plein Air Capital Advisers provides discretionary investment management and advisory services to individuals, trusts, corporations, and institutional clients. The firm employs a fundamentally driven, long-term, value-oriented investment approach with concentrated portfolios typically holding 15–20 stocks selected below their view of intrinsic value.

Peter Radvanyi is the principal of Radvanyi Wealth Management LLC in Reston, VA, holding Series 63 and Series 65 credentials with 27 years of industry experience. He founded Radvanyi Wealth Management LLC in 2015 and also owns KOADA LLC, a real estate investment company in Virginia. Radvanyi Wealth Management LLC provides discretionary investment management to individuals, trusts, estates, corporations, and charitable organizations, managing approximately $33.6 million in client assets. The firm employs a multi-method investment approach combining charting, fundamental, technical, cyclical, and quantitative analysis along with modern portfolio theory, serving clients without an account minimum.

Mark O’Shea is a financial advisor at Red Torch Capital LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Torch Finance Group, Capstone Partners, and Lionchase North America. He also has a longstanding association with the University of Chicago. Red Torch Capital LLC provides discretionary investment management primarily through separately managed accounts to retail investors, high-net-worth individuals, and other entities. The firm employs a long-term, value-oriented approach that combines fundamental analysis with quantitative methods to identify undervalued equity securities.

Robert Sandler is the principal and sole advisor at Robert A. Sandler, LLC, an independent firm based in Clarksville, MD. He holds a Series 65 designation and has eight years of industry experience, including four years at Element Fleet Management prior to founding his current firm in 2017. Robert A. Sandler, LLC provides personalized financial planning and investment management primarily for individual clients, focusing on diversified, low-cost index mutual funds and ETFs with a buy-and-hold approach. The firm emphasizes customized risk profiles, periodic rebalancing, and operates on a fee-only basis without commission arrangements or custody of client assets.

Liam Daly is the founder of Daly Capital Management and holds a Series 65 credential. He has been associated with Daly Capital Management since 2024. Prior to founding the firm, he worked in various educational roles at Quince Orchard High School, Ridgeview Middle School, and Diamond Elementary School. Daly Capital Management provides fee-based, discretionary portfolio management and investment advice tailored to individuals, charitable organizations, corporations, and other business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across a broad range of securities and offers direct portfolio management with client-imposed investment restrictions.

Alexander Ruda is the sole advisor at Ruda Financial and holds a Series 65 credential. He has eight years of experience with the Internal Revenue Service and two years with Fannie Mae before founding his firm in 2025. Ruda Financial is a fee-only advisory firm that serves individuals, high-net-worth clients, and charitable organizations with investment management and financial planning services. The firm emphasizes individualized investment policies and asset allocation, employing fundamental analysis and Modern Portfolio Theory alongside passive investment strategies.

Ketan Mehta is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of experience. He is the sole advisor at Mehta Services Company, an independent registered investment adviser based in Reston, VA, where he has worked since 2008. Mehta Services Company offers investment advisory services, financial planning, and tax preparation primarily to individual clients who meet specific intake criteria. The firm uses Modern Portfolio Theory and portfolio optimization to create customized portfolios with broad-based no-load mutual funds and ETFs, emphasizing limited discretionary authority and quarterly rebalancing.

Edmund Wellington is the sole advisor at Wellington Capital Management, Inc., an independent firm based in Chevy Chase, MD. He holds Series 63 and Series 65 designations and has 24 years of industry experience. He has been with Wellington Capital Management since 1996. Wellington Capital Management provides discretionary portfolio management and investment counseling to a select group of private individuals, partnerships, and trusts. The firm employs a conservative, long-term investment approach focused on U.S. large-cap equities and high-quality fixed-income securities, tailoring strategies to clients' objectives and managing accounts on a discretionary basis.

Frank Byskov is a CFP® and CFA® with 11 years of industry experience. He is the sole advisor at Forty4 Financial, an independent firm he joined in 2023, and previously worked with Advisory Services Network and Wells Fargo Advisors. Outside of his advisory work, he is the head coach of Rock Creek Tri Club, a triathlon coaching program, serves on the board of Bethesda Green, contributes to financial literacy education through Mentamorph, and co-founded Advisors for Good, a nonprofit focused on climate action and social justice within the financial advisory community. Forty4 Financial provides investment management, financial planning, and retirement plan advisory services for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses fundamental analysis to create customized long-term portfolios and offers specialized pension and retirement-plan consulting services uncommon among firms of similar size.

Jeyamariappan Ganapathy is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been the sole advisor at Samatva Wealth Management LLC since 2015 and previously worked at Senaissance Software. Samatva Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis and focuses on a long-term investment horizon using fundamental analysis and discounted cash flow techniques, with portfolios diversified primarily through actively managed mutual funds.

Lee Miller is a CFP® and Series 65 credentialed financial advisor with 23 years of industry experience. He is the principal of Miller Capital Management, Inc. and also operates Lee J. Miller, CPA, P.C., a public accounting practice. Miller serves on the board of directors of a charitable foundation as its vice president and treasurer and acts as trustee for several trusts. Miller Capital Management provides personalized investment supervisory services and financial planning to individuals, high-net-worth clients, and trusts. The firm focuses on capital preservation through fundamental security analysis and a long-term buy-and-hold strategy, making tailored recommendations and requiring client approval before transactions.