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.

Mary Scanlan is a Certified Financial Planner (CFP®) with over 32 years of industry experience. She has been with The Scott S. James Company since 1996 and also works with Scott James Group, Inc. in Falls Church, VA. The Scott S. James Company provides financial planning, portfolio management, and trustee services to individuals, small businesses, charities, trusts, and estates. The firm customizes investment programs using a mix of fundamental, technical, quantitative, and modern portfolio theory approaches, with a focus on education and retirement funding.

Valeria Suaza Salamanca is a financial advisor at Ortman Financial Planning with a Series 65 designation and one year of industry experience. Her prior roles include positions at LifeGuide Financial Advisors, Wolford Companies, Inc, and Messiah University. Ortman Financial Planning serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm uses a passive, asset-class investment approach complemented by fundamental and cyclical analysis, and offers educational seminars at no cost to attendees.

Bryan Perry is a financial advisor at Mint Asset Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Navellier & Associates, Inc. Perry is also involved in publishing as a senior editor for Eagle Financial Publications and manages personal care products manufacturing through Kona Body Care. Additionally, he produces freelance editorial content via Alexander Perry Corporation. Mint Asset Management LLC provides discretionary portfolio management primarily for individuals and families, including high-net-worth clients. The firm uses a combination of fundamental and technical analysis with rules-based, systematic models to tailor portfolios across multiple strategies, including options-writing and margin use within separately managed accounts.

Eliza Jeffereis is a financial advisor at Promethium with Series 65 and Series 66 licenses and one year of industry experience. Her prior work includes roles at GWU, DECA Inc., UC Leuven-Limburg, and Noble Americas Corp. Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting services to both individual and institutional clients. The firm utilizes diversified investment strategies combining passive and active approaches, with continuous portfolio monitoring and oversight of independent managers.

Evelyn Ovando Flores is a financial advisor at Omega Wealth Management LLC with a Series 65 designation and two years of industry experience. Prior to joining Omega Wealth Management in 2022, she held roles in education and community service, including positions at the University of Mary Washington and Action in Community Through Service. Omega Wealth Management is a six-advisor firm serving individuals, trusts, estates, corporations, and other entities with life and wealth planning, portfolio management, and consulting. The firm employs a goals-based investment process, managing assets primarily on a non-discretionary basis, and incorporates borrowing and derivative strategies within client accounts.

Eric Showalter is a CFP® with 20 years of experience in the financial services industry. He is a principal at Arbor Private Wealth, LLC and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory role, he serves as the Investment Committee Chair for the Community Foundation of Loudoun and Fauquier Counties and is the treasurer for a local school board campaign. Arbor Private Wealth serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and investment management tailored to both high-net-worth and non-HNW clients. The firm manages portfolios through a structured planning process and utilizes a mix of mutual funds, ETFs, individual securities, and Independent Managers, overseeing both discretionary and non-discretionary accounts.

Bradley Sherman is a financial advisor at Sherman Wealth Management LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Sherman Wealth Management since 2013. Sherman Wealth Management serves individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive wealth management, financial planning, retirement plan advisory, and cash-management services. The firm employs an open-architecture, long-term asset allocation approach with customized portfolios that emphasize buy-and-hold strategies and may include mutual funds, ETFs, alternative investments, and third-party managers.

Amy Showalter is a Series 65-licensed financial advisor with Arbor Private Wealth, LLC, where she has worked since 2022. She has three years of industry experience and previously was involved with the Northern Virginia Volleyball Association and Ashburn CrossFit. Outside of her advisory role, she has experience as a homemaker. Arbor Private Wealth serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and investment management to both high-net-worth and non-HNW clients. The firm provides tailored portfolios through ongoing planning and manages assets using mutual funds, ETFs, individual securities, and independent managers, with a focus that includes both discretionary and non-discretionary accounts as well as an institutional retirement-plan practice.

Jeffery Erber is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has been with Grey Owl Capital Management, LLC since 2009. Outside of his advisory role, he is involved in a retail food business called CHEESETIQUE. Grey Owl Capital Management provides discretionary portfolio management and advisory services to both high-net-worth and non-high-net-worth individual clients. The firm manages approximately $47.7 million in assets across 33 client relationships and is noted for publicly disclosing historical performance results in its ADV materials, a practice uncommon among similar-sized supported firms.

Salma Chaudry is a financial advisor at Florin Group, LLC in McLean, VA, holding the ChFC® designation and Series 65 license with 10 years of industry experience. She has been with Florin Group since 2013. Florin Group provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations, with a focus on high-net-worth and multigenerational households. The firm employs tailored investment policy statements and asset allocations, managing portfolios across mutual funds, ETFs, equities, and fixed income with an emphasis on tax-aware implementation and multigenerational engagement.

Johnny Medina is a financial advisor with NHABLA in Arlington, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Atlus Group, KPMG, Merrill, Bank of America, and Fidelity Brokerage Services. NHABLA provides investment management and comprehensive financial planning to individuals, families, and small businesses, managing approximately $33.3 million in discretionary assets. The firm employs a Modern Portfolio Theory and passive management approach combined with rules-based, in-house model portfolios and offers access to alternative investments and third-party managers with ongoing oversight.

Kartik Pawar is a financial advisor at One Oak with one year of industry experience. He holds a Series 65 designation and has worked previously at HarbourVest, Dyson Capital Advisors, Cambridge Associates, and Investure LLC. One Oak provides outsourced chief investment officer (OCIO) and customized investment advisory services primarily to institutional clients, including endowments, foundations, and family offices. The firm emphasizes an integrated OCIO model involving investment policy development, manager selection, due diligence, and performance reporting, serving a relatively small client roster with a focus on larger or institutional mandates.

Alexey Belkin is a CFP® with five years of industry experience, currently serving at 3Summit Investment Management, LLC since 2020. He previously worked at Kapital Asset Management LLC for ten years and has been the director and investment manager of The Avalon Fund, a private balanced fund registered in the Cayman Islands, since 1997. 3Summit Investment Management is a team-based registered investment adviser serving individuals, charitable organizations, companies, and other advisers. The firm manages approximately $25 million across 95 client relationships, offering customized portfolio management using proprietary software, model portfolios, and a range of investment strategies including long-term equity and fixed income.

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 joined Potomac Wealth Management LLC in 2025 after seven years at Dimensional Fund Advisors and two years at The Vanguard Group, Inc. He holds the Series 63 designation and is based in Great Falls, VA. Potomac Wealth Management LLC provides fee-only investment advisory and financial planning services to high-net-worth individuals, trusts, nonprofit organizations, and employer-sponsored retirement plans. The firm uses a broadly diversified, primarily passive asset-allocation approach implemented with institutional or no-load mutual funds and ETFs, offering educational seminars for retirement plan participants at no additional charge.

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.