Jeff Mitchell is the principal of JRM Capital Management Inc., an independent advisory firm based in Mitchellville, MD. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to founding JRM Capital Management in 2003, he has been associated with Lifemark Securities Corp. since 2009. JRM Capital Management provides investment advisory and financial planning services to individual and institutional clients, including pension plans, trusts, and charitable organizations. The firm employs both fundamental and quantitative analysis to manage portfolios across various asset classes and offers specialized pension consulting services alongside unique engagement models such as performance-based fees and subscription publications.

Michael Braswell is the principal of Braswell Capital, LLC in Arlington, VA, with two years of experience as a financial advisor. He holds a Series 65 credential and has a background that includes roles at the U.S. International Development Finance Corporation and the U.S. Trade and Development Agency, as well as legal experience at Latham & Watkins LLP. He maintains an inactive sole practitioner law firm, Erwin Osborne Law, PLLC. Braswell Capital provides financial planning and investment advisory services primarily to individuals and small businesses in disadvantaged communities. The firm offers hourly, low-cost financial planning focused on cash flow, retirement, and debt counseling, emphasizing a fiduciary standard and fundamental investment analysis without charging asset-based fees or taking custody of client assets.

Veska Kita is a financial advisor at ACI Group with 24 years of industry experience. She holds a Series 66 designation and has been associated with Arete Wealth Management since 2011 and AFC Asset Management Services, Inc. since 2010. Outside of her advisory work, she serves as the treasurer for the nonprofit City Wildlife and is a board member and shareholder of Accustrata, Inc., a company specializing in thin film technology. ACI Group provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and corporations. The firm offers discretionary portfolio management, comprehensive financial and business planning, and corporate retirement-plan advisory, employing a range of strategies that include fundamental and technical analysis, with a formal communications and education program for clients.

Christopher Mamunes is a financial advisor at Railroad Street Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2014. Railroad Street Wealth Management provides customized investment management and periodic financial planning to individual and high-net-worth clients. The firm manages approximately $20.4 million across 55 client relationships, using a tactical, rules-based investment process that combines technical analysis with a relative-strength framework to guide portfolio construction and risk management.

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.

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.

Claire Emory is a CFP® and CFA® with 14 years of industry experience, currently operating Clarity Financial Planning in Arlington, VA. She has led the independent firm since 2010. Clarity Financial Planning serves middle- and upper-middle-income individuals and families, offering fee-only comprehensive financial planning without asset minimums. The firm focuses on tax-sensitive, low-cost investment strategies, with a low-turnover, individualized asset allocation approach and uses fixed retainer fee arrangements rather than percentage-of-AUM fees.

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.

Jonathan Mathews is a CFP® professional with four years of experience in financial planning. He is the sole advisor at Nautical Financial Planning, an independent firm he has led since 2018. Mathews also works as a tax advisor with Block Advisors, providing personal and business tax preparation and planning. Nautical Financial Planning offers fee-only, hourly and project-based financial planning and consultation to individuals, couples, families, and business entities. The firm focuses on globally diversified, low-cost, tax-efficient passive investments and provides clients with guidance on asset allocation, custodial setup, and periodic portfolio reviews without managing assets directly.

Keanon Swan is a financial advisor at Tennext LLC with one year of industry experience. He holds a Series 65 credential and has professional experience at Cygne Advisors and Kansas City University. Outside of his advisory role, Swan serves as Director of Analytics at the Samuel U. Rodgers Health Center, a nonprofit community health center where he focuses on data analysis and risk reporting. Tennext LLC provides discretionary portfolio management and develops individualized Investment Policy Statements for clients including individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm employs an evidence-based, multi-disciplinary investment approach incorporating quantitative models, fundamental and technical analysis, and behavioral finance, catering to clients with varying risk tolerances through tailored portfolio strategies.

Dennis Brown is a financial advisor at Investment Initiatives, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2014. Investment Initiatives, LLC is an independent, single-advisor registered investment adviser serving individuals, including high-net-worth clients, as well as banks, thrift institutions, pension and profit-sharing plans, and charitable organizations. The firm provides portfolio management, pension consulting, and financial planning using a range of securities and employs a combination of charting, fundamental, technical, and cyclical analysis with both discretionary and non-discretionary management approaches.

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.

Diron Insley is a financial advisor at White Oak Wealth LLC in Arlington, VA, holding a Series 66 designation with 13 years of industry experience. He is the managing member of Wealthnova Nexus LLC and also works as an independent insurance agent, brokering life insurance products. White Oak Wealth LLC serves individuals and business entities by providing written financial planning and retirement plan services, including education, benchmarking, and ERISA-related support. The firm does not directly manage client assets but recommends and monitors third-party investment advisers, focusing on individualized asset-allocation planning and conducting semi-annual client reviews.

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.

Aba Tyus is a financial advisor at Tyus Financial Group LLC with Series 65 and Series 66 credentials and four years of industry experience. Prior to his current role, he has worked at firms including Northwestern Mutual and Defense Acquisition Support Services, LLC. He is also the president of The Columbia Business School Alumni Club of D.C., where he oversees the executive committee and manages club events and finances. Tyus Financial Group serves institutional and high-net-worth clients, providing discretionary portfolio management and advisory services across a broad range of asset types, including equities, fixed income, private equity, and alternative investments. The firm employs multiple analytical methods and strategies tailored to client objectives, with a focus on institutional-sized relationships and the use of alternative vehicles and third-party sub-advisors.

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.

Paul Ramming is a CFA® charterholder and holds a Series 63 designation. He has 12 years of industry experience and has been the sole advisor at Foundry Capital Management since its founding in 2014. The firm provides discretionary portfolio management to individual and high-net-worth clients, typically using widely traded mutual funds and low-cost funds-of-funds. Foundry’s investment approach blends fundamental and technical analysis with market-valuation measures to adjust portfolio risk and emphasizes simplicity, low expenses, and limiting large drawdowns through a passive core plus targeted satellite adjustments.

Corey Boller is a CFA® charterholder and investment advisor with Tempus Wealth Partners in Washington, D.C. He has experience at Rehmann and various banking institutions prior to joining Tempus Wealth Partners in 2025. Tempus Wealth Partners provides tailored investment counsel and wealth services to family offices, high-net-worth individuals, trusts, institutional clients, and business entities. The firm employs a disciplined investment approach combining quantitative and qualitative analysis and offers discretionary management across multiple asset classes, emphasizing fiduciary duty and customized client solutions.