Lily Poy is a CFP® and holds a Series 66 license with 16 years of industry experience. She has worked at Iconic Wealth Management since 2017 and previously spent four years at Omnia Vincet Capital Management, LLP. 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 clients. The firm employs a Quantitative Value Bias investment approach that integrates fundamental analysis, CAPM, macroeconomic inputs, and technical tools, focusing on individualized portfolio management through a small, two-advisor team.

Alexey Belkin is a CFP® with six years of experience at 3Summit Investment Management, LLC and a background spanning over a decade at Kapital Asset Management LLC. He has managed The Avalon Fund, a balanced private fund registered in the Cayman Islands, since 1997 and has been its sole manager since 2014. 3Summit Investment Management provides advisory and financial planning services to individuals, charitable organizations, retirement plan sponsors, and other advisers. The firm constructs customized portfolios using a variety of investment methods and offers integrated bookkeeping and financial reporting services for small-business clients.

Daniel Morgan is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Independent Financial Planning, LLC since 2014. He holds a Series 66 license and is based in Great Falls, VA. Morgan also participates on the investment committee of a private real-estate fund. Independent Financial Planning serves individual investors, including high-net-worth and non-HNW clients, as well as retirement plan sponsors. The firm offers comprehensive financial planning, portfolio management, retirement plan advisory, tax preparation, business consulting, and educational workshops, using a Core + Satellite investment approach that incorporates passive indexing with active satellite positions and selective use of derivatives.

Davita Alford Cooper is a CFP® with 33 years of industry experience, currently affiliated with Law & Associates Inc in Glen Echo, MD. She has worked with Raymond James Financial Services Advisors and other entities since 2018. Outside of her advisory role, she owns and serves as president of The Fishel Group, Inc., a financial services and portfolio management support company. Law & Associates serves individual and high-net-worth clients, trusts, estates, and business entities with comprehensive financial planning and investment management. The firm emphasizes a planning-driven investment process focused on asset allocation and diversification and administers most client assets on a non-discretionary basis.

Miles Laubinger is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Potomac Wealth Management LLC, where he has worked since 2025. Prior to this, he held positions at Dimensional Fund Advisors and The Vanguard Group. Potomac Wealth Management LLC is a fee-only registered investment adviser serving high-net-worth individuals, trusts, qualified retirement plans, and nonprofit organizations. The firm employs a broadly diversified, often passive, asset-allocation strategy using low-cost mutual funds and ETFs, and provides both discretionary and consultative portfolio management along with retirement plan consulting and participant education workshops.

Peter Timmons is a financial advisor with T/R Financial Management Group, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Lotus Investment Management, LLC for 17 years and serves as Managing Member of Lotus Fund, LLC, an investment pool no longer open to new investors. T/R Financial Management Group provides personalized, discretionary investment management and financial planning primarily to individual clients and trusts. The firm employs a blend of proprietary technical, cyclical, and fundamental analysis to construct diversified portfolios, operates as a fee-only adviser, and does not sell commission products.

Joseph Warren is a financial advisor at Warren Capital Group with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Warren Capital Group since 2005, following a three-year tenure at Cheytac LLC. Outside of his advisory role, he serves on the boards of several companies, including Mortgage Harmony LLC, AmplfiedAg, and Stash Storage, and manages multiple private holding entities. Warren Capital Group provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement accounts, and business entities. The firm manages diversified portfolios across multiple asset classes using fundamental and cyclical analysis and offers a bundled wrap fee program with in-house portfolio management.

Bernard McGinn is a CFA® charterholder with 25 years of industry experience. He has been with McGinn Investment Management since 1992 and currently serves as Chief Investment Officer of Union Street Partners LLC. McGinn Penninger Investment Management provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, employing a long-term, large-cap value equity strategy with a focus on fundamental analysis and contrarian purchases. The firm also acts as sub-adviser to the Union Street Partners Value Fund and offers portfolio management across individual accounts and the fund on a discretionary basis.

Jitendra Tandon is a financial advisor with Ficadenti Tandon Asset Management, Inc. in Springfield, VA, holding 25 years of industry experience. He has worked at Ficadenti Tandon Asset Management since 2000 and also has a longstanding role with the Department of Navy dating back to 1985. Ficadenti Tandon Asset Management, Inc. provides discretionary investment management and consulting services to individuals, families, trusts, businesses, and retirement plans. The firm tailors portfolios based on client-specific financial information and employs a variety of analytical techniques and investment strategies, including performance-based fee arrangements for qualified clients.

I am the proud father of four incredible children (all born within 5 years of each other), and husband to a very patient wife (see previous comment). After attending the US Air Force Academy in Colorado Springs, CO, and while serving on Active Duty in the US Air Force as an Acquisitions Officer, I founded Olsen Family Financial, LLC in 2016, where I work as the firm's Lead Financial Planner with a team of two other amazing military veteran advisors. I then completed a Master's of Liberal Arts, Finance degree from the Harvard Extension School, after which I was fortunate to return to the Academy to teach finance and accounting courses. Following that assignment, I was selected for a PhD sponsorship, which I completed in 2024 at THE Ohio State University, with a research focus on how real estate fits into the personal balance sheet, behavioral finance, military finance, and life insurance. As much as I love financial planning, academia, and working with our clients, I'd much rather be skiing in Utah or Colorado, backpacking or paddleboarding in Wyoming, camping at our favorite state park in Ohio (Hocking Hills), or coaching my kids' lacrosse teams. Your finances, your business, your career, etc., are all important. We want to help you optimize those aspects of your life so that you can do the things that really light your fire.

Christopher Brown is a CFP® professional with 23 years of experience in financial advising. He has been with Ivy League Financial Advisors LLC, formerly Commonwealth Advisory, since 1999. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. Ivy League Financial Advisors provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing documented client objectives and ongoing portfolio monitoring and rebalancing.

William Powell is a CFP® and holds a Series 65 license with 13 years of industry experience. He has been with Ferguson-Johnson Wealth Management, Inc. since 2013. Ferguson-Johnson Wealth Management is a fee-only registered investment adviser providing investment management and financial planning to individuals, retirement plans, trusts, and nonprofit entities. The firm employs a research-based passive investment approach emphasizing broad diversification through ETFs, no-load index funds, and engineered-index funds, managing roughly $316 million across about 190 client relationships.

Samuel Brownell is a CFA® charterholder with seven years of industry experience, currently serving at Stratus Capital Management, LLC. He has held roles at affiliated entities including Stratus Valuation, Stratus Legacy Planning, and Stratus Wealth Advisors since 2018, focusing on business valuation and succession planning. Outside of investment advisory, he manages a family LLC and leads legacy planning and valuation services for independent business owners. Stratus Capital Management provides investment advisory and financial planning services primarily to individuals, families, and select institutional clients such as foundations and endowments. The firm employs a goal-based process to create diversified portfolios aligned with client risk profiles, supported by affiliated firms specializing in valuation and legacy planning.

Scott Puritz is a financial advisor at Rebalance LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Rebalance since 2012. Rebalance provides investment management, financial planning, and decision-support services to individuals, high-net-worth clients, retirement plans, and pooled vehicles through its Rebalance360 program. The firm employs a strategic asset-allocation framework focused on long-term rebalancing and offers a branded 401(k)/pension service, serving a broad client base with a compact advisory team.

Viveka Ryn is a financial advisor at Aegis Wealth with 23 years of industry experience. She holds a Series 65 designation and has been with Aegis Wealth Management LLC since 2005. Aegis Wealth Management is a team advisory firm managing approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and tax return preparation, using a blend of fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.

Tyler Morris is a financial advisor at Rembert Pendleton Jackson with a Series 65 designation and one year of industry experience. Prior to joining RPJ, he worked at Clarendon Wealth Management and has experience with Virginia Polytechnic Institute and State University and Brambleton Bettas. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a Modern Portfolio Theory-based approach and manages both discretionary and non-discretionary assets.

Michael Elliott is a CFA® charterholder with two years of experience in the financial industry. He currently works at Harbour Capital Advisors, LLC, where he has been since 2024. Prior to this, he held roles at CFRA Research, Avascent, Raymond James & Co., and Marriott & Co Investment Banking. Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, managing approximately $701 million for around 55 clients. The firm uses customized investment policy statements, mean-variance optimization, and a core-satellite investment approach that includes both liquid public securities and alternative investments, alongside wealth-transfer and family-governance services.

David Trenner is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with D'Orazio & Associates, Inc. since 2012. D’Orazio Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates by providing financial planning, discretionary investment management, and retirement plan consulting. The firm follows a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.

Richard Schaeffer is a CFP®-certified financial advisor with 41 years of industry experience. He is associated with Schaeffer Financial LLC, where he has worked for over two decades, and currently serves as part of a five-advisor team. His prior experience includes roles at Grove Point Investments and LPL Financial. Schaeffer Financial serves individuals and families, including federal employees and foreign nationals holding G‑IV visas, as well as trusts, foundations, and small businesses. The firm provides financial planning and discretionary portfolio management, emphasizing diversified asset allocation tailored to clients’ goals and risk tolerance, and frequently coordinates with outside professionals to implement client plans.

Charles Gibbons is a financial advisor with KFA Private Wealth Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Arete Wealth Management LLC and Ameriprise, among other firms. Outside of advising, he is also an insurance agent with Agency One. KFA Private Wealth Group serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities by providing financial planning, portfolio management, retirement plan consulting, and wealth management. The firm employs goal-based portfolios using strategic asset allocation and a blend of passive and active management, with tax preparation and accounting services offered alongside investment management.