Bryan Perry is a financial advisor with Mint Asset Management LLC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He previously worked at Navellier & Associates, Inc. for seven years and has been involved with Eagle Financial Publications as a senior editor since 2015. Outside of finance, he manages Kona Body Care, a personal care products company. Mint Asset Management LLC is a small, supported registered investment adviser serving individual and high-net-worth clients, as well as trusts, foundations, and small businesses. The firm offers discretionary portfolio management using diversified, rules-based model portfolios and employs systematic ranking, trend-following strategies, and hedging techniques, including leverage and derivatives.

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 21 years of industry experience. He is a principal at Arbor Private Wealth, LLC and has previously worked at Purshe Kaplan Sterling Investments, Wells Fargo Clearing, and UBS Financial Services. He serves as the chair of the investment committee for the Community Foundation of Loudoun and Fauquier Counties and is the treasurer for Ross Svenson’s school board campaign. Arbor Private Wealth, LLC provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm serves both high-net-worth and non-HNW clients using a consultative, plan-driven process that incorporates model portfolios and discretionary as well as client-advised 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.

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 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.

Jacob Katz is a financial advisor at Katz Family Financial Advisors, LLC in Alexandria, VA, holding a Series 65 designation with three years of industry experience. His work history includes roles at Rogo and Greenhill & Co., as well as time spent at Katz Family Financial Advisors since 2022. Katz Family Financial Advisors offers investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm uses fundamental analysis and proprietary screening methods to allocate assets among equities, fixed income, mutual funds, and ETFs, operating its own wrap-fee program and providing educational seminars to clients.

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.

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 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.

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.