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.

Bradley Sherman is a financial advisor at Sherman Wealth Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Sherman Wealth Management since 2013, previously spending four years at Osaic FS, Inc. Outside of advising, Sherman is a co-owner of real estate rental properties, where he is involved in property maintenance and rent collection. Sherman Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a customized, open-architecture investment approach focused on long-term investing, strategic asset allocation, and fundamental analysis, utilizing low-cost mutual funds, ETFs, and alternative investments.

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.

Genti Cici is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He is the founder of StandUP Advisors, where he has served as a fiduciary advisor since 2017. In addition to his work at StandUP Advisors, he provides financial planning and fiduciary advice to clients through an independent contractor relationship with InvestEd. StandUP Advisors is a fee-only fiduciary firm serving individuals, families, trusts, estates, and charitable organizations. The firm uses a customized, goals-based process and manages assets on a discretionary basis with a broadly diversified, ETF-style global investment approach, offering both all-ETF core strategies and core-satellite options.

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 at RidgeOak Wealth with seven years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Merrill, KPMG, and Fidelity Brokerage Services. Medina is also associated with NHABLA, where he has been involved since 2019. RidgeOak Wealth is a registered investment adviser serving primarily individual and high-net-worth clients. The firm manages approximately $33.3 million for about 25 clients and combines Modern Portfolio Theory and passive, low-cost ETFs with quantitative, fundamental, technical, and economic analysis to guide its rules-based portfolio strategies.

Sarah Slattery is a CFP® and Series 66 professional with eight years of industry experience. She has worked at PieCapital Wealth Management LLC since 2026 and previously spent 11 years at Truist Bank. PieCapital provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods, offering a range of investment strategies including options and access to private placements and venture capital.

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.

Laura Marrero Garcia is a financial advisor at Capital Area Planning Group in Washington, DC, holding a Series 65 license. She has one year of experience in the financial industry following a 13-year career at NASA and concurrent work at Southern New Hampshire University. Capital Area Planning Group provides discretionary investment management, financial planning, and employee benefit plan advising for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm offers customized, actively managed portfolios and integrates tax preparation, mortgage brokerage, and insurance services under common ownership.

Alexey Belkin is a CFP® with six years of industry experience, currently serving at 3Summit Investment Management, LLC. He has a background that includes ten years at Kapital Asset Management LLC and has managed The Avalon Fund, a balanced private fund, since 1997. He also acts as Director and investment manager of The Avalon Fund, overseeing listed equity and debt securities. 3Summit Investment Management serves individuals, charitable organizations, companies, other advisers, and retirement plan sponsors with portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm emphasizes diversified portfolios based on a range of analytical approaches and integrates formal 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 financial advisor at Law & Associates Inc with 33 years of industry experience. She holds the CFP® designation and Series 63 license. Her prior roles include positions at Raymond James Financial Services and WealthSpire Advisors. Cooper is also the owner and president of The Fishel Group, Inc., a support company focused on financial services and portfolio management. Law & Associates serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing wealth management that includes comprehensive financial planning, investment advisory, and investment management services. The firm employs a planning-driven investment process emphasizing asset allocation and diversification, administering a substantial portion of 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.

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.

Gary Schlaffer is a financial advisor at Alexander Randolph Advisory Inc with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at the firm since 1993. Alexander Randolph Advisory provides investment management, wealth management, and financial planning to individual investors, trusts, retirement plans, and charitable organizations. The firm serves both high-net-worth and non‑HNW clients, emphasizing client-specific investment policy statements, fundamental securities analysis, and minimizing transaction costs, while also offering accounting-adjacent services such as tax planning and preparation.

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.