Davita Alford Cooper is a CFP® with 33 years of industry experience, currently serving at Law & Associates Inc in Glen Echo, MD. She has held positions at Raymond James Financial Services Advisors Inc. since 2018. Outside of her advisory work, she is the president of The Fishel Group, Inc., a financial services and portfolio management support company. Law & Associates serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing comprehensive financial planning and investment management. The firm emphasizes a planning-driven investment process focused on asset allocation and diversification, administering many client accounts 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.

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.

Miguel Padilla is a financial advisor at BNB Wealth Management, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Capitol Securities Management since 2011 alongside his role at BNB Wealth Management beginning in 2010. Outside of advisory work, he owns and manages a vacation rental property. BNB Wealth Management provides investment advisory and financial planning services to individuals, trusts, small businesses, and retirement plan sponsors. The firm constructs diversified portfolios, develops individualized investment policies, and offers discretionary portfolio management and pension consulting, operating from multiple offices and sponsoring its own wrap-fee program.

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.

Gary Schlaffer is a financial advisor at Alexander Randolph Advisory, Inc. in Reston, VA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Alexander Randolph Advisory, Inc. since 1993. Alexander Randolph Advisory, Inc. provides investment management, wealth management, and financial planning services to individuals, trusts, retirement plans, and charitable organizations, managing approximately $364 million in client assets. The firm customizes portfolios through signed investment policy statements and focuses on fundamental analysis, low-cost mutual funds and ETFs, minimizing transaction costs, and regular portfolio reviews. It also offers optional tax and accounting services through an affiliated accounting practice.

Samuel Brownell is a CFA® charterholder and holds the Series 66 designation, with 6 years of industry experience. He is the managing director of several affiliated entities focused on business valuation and succession planning, in addition to his role at Stratus Capital Management, LLC, where he has worked since 2013. Outside of investment advisory, he manages a family LLC and leads legacy planning and valuation services for independent business owners. Stratus Capital Management, LLC provides investment advisory and financial planning services primarily to individuals and families, including high-net-worth clients, as well as foundations, endowments, and pooled investment vehicles. The firm employs a goal-based process to develop diversified portfolios aligned with client risk profiles and coordinates related business valuation and legacy planning services through affiliated firms.

Omar Barakat is a financial advisor at Investology Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Charles Schwab & Co., Bank of America, and Merrill Lynch. Investology Inc. provides portfolio management and financial planning services to individual investors, company retirement plans, and charitable organizations. The firm uses a variety of analytical methods and investment strategies across multiple asset classes, managing approximately $250 million in assets.

Robert Barron is a financial advisor at Signet Financial Management, LLC with four years of industry experience. He holds a Series 65 designation and has held roles at Signet Financial Management since 2021 and Summit Financial, LLC since 2026. Outside of advising, he was involved with Barron System Integration from 2017 to 2021. Signet Financial Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary wealth management, portfolio management, and financial planning services. The firm employs a disciplined, evidence-based investment process that integrates fundamental and quantitative analysis and often utilizes diversified portfolios with options for tactical rebalancing.

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.

Charles Gibbons is a financial advisor with KFA Private Wealth Group, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has previously worked at Arete Wealth Management LLC and SPIRE Securities, LLC. Outside of his advisory role, he is also licensed as an insurance agent. KFA Private Wealth Group serves individuals, trusts, estates, retirement plans, and business entities, providing financial planning, retirement plan consulting, investment management, and in-house tax and accounting services. The firm uses goal-based strategic asset allocation with a combination of passive and active management, emphasizing manager selection and low-cost share classes.

Cierra Telleen is a financial advisor at Pactolus with a Series 65 credential and one year of industry experience. She previously worked at Citizens & Farmers Bank and studied at the College of William & Mary. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business clients. The firm offers investment advisory, financial and estate planning, tax-aware advice, and other wealth-planning solutions, typically managing client accounts on a discretionary basis and utilizing quantitative research and sub-advisers.

Steven Tomisek is a CFP® professional with 15 years of industry experience. He is currently with Evermay Wealth Management, LLC and previously worked at Kirk Capital Advisors, LLC and Advisors Financial, Inc. Evermay Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-based approach to provide discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, with portfolios tailored to clients’ investor profiles and ongoing monitoring of third-party managers.