Larry Edwards is a financial advisor with Commonwealth Asset Management Group LLC in Fairfax, VA, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Bestvest Investments Ltd and serves as an adjunct professor at Northern Virginia Community College, where he teaches three classes per semester. Commonwealth Asset Management Group LLC is an independent, single-adviser firm providing discretionary investment management and financial planning services to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis to manage customized portfolios that may include equities, fixed income, mutual funds, ETFs, and options, with occasional use of derivatives for hedging and tactical purposes.

Robert Moore is a financial advisor at Everman Prosperity LLC with two years of industry experience. He holds a Series 65 designation and has served in the United States Army since 2003, continuing active military duty alongside his advisory role. Everman Prosperity is an independent firm that provides investment management, retirement plan services, and financial planning to individuals, high-net-worth clients, foundations, charities, and employer plan participants. The firm operates on a fee-only basis and employs a strategic asset allocation approach combining passive and active management, including socially responsible investment options.

Kelly Barrow is a CFP® professional with eight years of industry experience, currently operating as the sole advisor at Cedar Grove Financial Planning, LLC. Prior to founding Cedar Grove in 2022, she worked at TIAA and TIAA-CREF Individual & Institutional Services from 2015 to 2020. Cedar Grove Financial Planning is a fee-only, state-registered firm that provides comprehensive fiduciary financial planning through flat-fee and limited hourly engagements. The firm serves individuals and families, including U.S. Foreign Service personnel and military service members living abroad, emphasizing behavioral finance and goal-driven planning without managing client assets.

Vincent Lucas is a financial advisor and CPA based in McLean, Virginia, with over 20 years of industry experience. He is the sole advisor and owner of Vincent C. Lucas, C.P.A., P.C., where he has worked since 1990. In addition to his advisory role, he holds a management position at Lucas, Moreland and Mastbrook, Inc., a tax and accounting firm with which he has been associated since 2011. His firm provides personalized financial planning and investment advisory services to individuals, small business retirement plans, trusts, estates, and other entities. As a CPA-operated registered investment adviser with affiliated accounting and insurance services, the firm emphasizes tax-conscious portfolio construction, long-term asset allocation, and diversification, managing a select client base with a focus on mutual funds, ETFs, equities, and bonds.

Welcome to Acadia Financial Services. It’s different here. From its genesis, we have consciously built a firm that is designed to meet the financial service needs of most individuals and families, while simultaneously addressing many of the hesitations that people face when hiring an advisor. The motivation to form Acadia stemmed from my first experience with a financial advisor. As a Second Lieutenant in the US Air Force back in 1990, I was referred by a friend to his advisor. In short order, it became clear that he did not have my best interests in mind; he did a fairly good job of separating me from my money. I was so dismayed by the incident that I became my own financial advisor, determined to protect others from the same experience. Nearly thirty years later, when it was time to retire from the military, I was called to continue serving others as a Christian financial advisor. I now focus on helping clients pursue financial freedom and contentment. Again, welcome to Acadia Financial Services. I think you will like what you see.

Vanessa Alanis is a CFP® and ChFC® credentialed financial advisor with one year of industry experience. She is the principal of Black Dog Wealth, LLC, where she has worked since 2024. Her prior experience includes roles at Magellan Health, providing financial counseling to military service members and their families, and positions at Chisholm Financial Planning & Investments and Alanis Financial Solutions. Black Dog Wealth, LLC is a registered investment adviser offering investment management, financial planning, and educational seminars. The firm’s approach emphasizes modern portfolio theory and passive management, typically using asset-class weighted portfolios with index funds and ETFs, and provides both ongoing and project-based financial planning services.

Ravi Myneni is a financial advisor at BanyanTree Wealth Management with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at BanyanTree Capital Advisors LLC since 2007. BanyanTree Wealth Management provides discretionary portfolio management, pension consulting, and financial consulting to individuals and institutional clients, including pension plan sponsors, trusts, and charitable organizations. The firm combines traditional individual portfolio management with institutional pension and corporate financial consulting services, emphasizing written investment policy statements and mutual-fund-based implementations.

Edrees Feda is the sole advisor at Lucrum Capital Advisors in McLean, VA, holding Series 65 and Series 63 licenses with three years of industry experience. He serves as CEO and President of multiple affiliated entities including Lucrum Capital Advisors, Lucrum Capital, Lucrum Realty, and Feda Enterprises, which involve investment management, real estate brokerage, and holding companies. He is also a licensed principal broker for residential and commercial real estate across numerous states. Lucrum Capital Advisors is a state-registered investment advisor specializing in alternative investments, primarily private real estate-related securities and private funds. The firm serves institutional, family-office, and high-net-worth clients, focusing on asset-level underwriting, acquisitions support, and portfolio monitoring through fundamental and technical analysis and third-party valuation practices.

Zefan Huang is the principal of Zefan & Company, LLC, an independent firm based in Fairfax, VA. He holds a Series 65 designation and has industry experience beginning in 2024. His prior work includes roles at Navy Federal Credit Union, the University of Hawaii at Manoa, Jiangsu International Trust Corporation Limited, and Duke University. Huang also has substantial outside employment in financial data work. Zefan & Company, operating under the trade name Occidental Wealth, provides discretionary portfolio management primarily to individuals, high-net-worth clients, trusts, estates, and business entities eligible for performance-based fee arrangements. The firm employs a top-down investment process that considers macroeconomic conditions, industry trends, and company fundamentals to tailor portfolios according to client objectives and risk tolerance.

Owen Lyons is a financial advisor at Demand Wealth with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential Financial Planning Services, Spencer Lyons Partners, LLC, and The Solutions Center. Demand Wealth serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services using ETF-based model portfolios and digital planning tools. The firm’s investment approach incorporates fundamental analysis and modern portfolio theory, with a focus on both long- and short-term trading strategies.

Andrew Evans is a CFP® and ChFC® with 13 years of industry experience. He is currently an advisor at Revolution Wealth, LLC and has previously worked at PBMares Wealth Management, MML Investors Services, and MassMutual Financial Group. In addition to his advisory role, Evans works as an independent insurance sales professional, focusing on life, disability, long-term care, and fixed annuities. Revolution Wealth, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of fundamental analysis, modern portfolio theory, quantitative models, and technical analysis, offering both long- and short-term trading across various asset classes while maintaining close integration with accounting and insurance services.

Nevin Kaul is a financial advisor at Kirk Capital Advisors LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Ategra Capital Management, LLC and 1st Portfolio, Inc. since 2012. Kirk Capital Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, using firm-developed model portfolios and discretionary oversight of certain held-away retirement accounts. The firm employs a mix of modern portfolio theory, fundamental, and technical analysis in its investment approach and sponsors a wrap-fee program with institutional custody relationships.

Ben Avor is a CFA® charterholder with experience in financial services roles dating back to 2017. He currently serves as managing partner at Adnate Credit Opportunities GP I, LLC and is involved in managing multiple investment entities within the Adnate Capital group. Prior to founding Adnate Capital Management LLC, he held positions at Midcap Financial Services LLC, Capital One Bank NA, and JP Morgan Bank NA. Adnate Capital Management LLC advises private pooled investment vehicles focused on private credit, emphasizing senior-secured lending to U.S. middle-market companies through a bottom-up, credit-focused investment approach that integrates ESG considerations and risk-mitigation tools. The firm provides discretionary management primarily to funds and plans to offer separately managed accounts to high-net-worth individuals, family offices, trusts, and institutional clients.

Curtis Sheldon is a CFP® with 15 years of industry experience and has been the sole advisor at C.L. Sheldon & Company, LLC since 2009. He holds a Series 65 license and operates out of Fairfax Station, VA. C.L. Sheldon & Company provides financial planning and investment advisory services primarily to individual and high net worth clients. The firm focuses on a non-discretionary advisory model, emphasizing asset allocation across mutual funds, ETFs, fixed-income securities, and cash positions, while offering bundled wealth management, financial coaching, and tax-preparation services.

Nicholas Hart is a financial advisor at Clarion Wealth Management Partners with over five years of industry experience. He holds the Series 66 designation and has previously worked at EverSource Wealth Advisors and Commonwealth Financial Network. In addition to advisory services, he is licensed to provide non-variable insurance and annuities. Clarion Wealth Management Partners offers investment advisory and financial planning services to individuals, high-net-worth households, small business owners, nonprofits, and corporations. The firm provides both discretionary and non-discretionary account management and operates an Investment Management Program alongside a comprehensive Wrap Fee Program that includes estate review, tax strategies, and retirement planning.

Kurt Cooper is a financial advisor at Kingdom Capital Advisors, LLC in Fairfax, VA, holding a Series 65 designation with four years of industry experience. He has worked at Kingdom Capital Advisors since 2021 and previously spent seven years with Indigo Golf Partners. Kingdom Capital Advisors provides discretionary portfolio management to individuals, family offices, and investment companies, focusing on micro- and small-cap equity strategies. The firm builds concentrated portfolios using fundamental and cyclical analysis and employs active trading tools including long and short positions, margin, and options.

David Slupe is a financial advisor at Pegasus Financial Group LLC in Chantilly, VA, with seven years of industry experience. He holds Series 65 and Series 63 credentials and has worked with firms including Aging Consultants Group and Northwestern Mutual. Outside of financial advising, he is a notary public and serves as a director at Aging Consultants Group. Pegasus Financial Group provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, estates, trusts, businesses, and retirement plans. The firm emphasizes customized, low-cost, diversified portfolios with a long-term investment approach and also offers 3(21) retirement-plan advisory services.

Thomas Welsh is a financial advisor with Pegasus Financial Group LLC in Oakton, VA, holding a Series 66 designation and 15 years of industry experience. He has been associated with Pegasus Financial Group since 2011 and also operated under his own name from 2014 to 2026. Pegasus Financial Group serves individuals, estates, trusts, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes low-cost, diversified mutual funds and ETFs, employs fundamental analysis with a long-term orientation, and provides formal 3(21) retirement-plan advisory services.

David Young is a financial advisor with Clarion Wealth Management Partners in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Clarion since 2009, following a tenure at Commonwealth Financial Network, and briefly worked at Eversource Wealth Advisors. In addition to his advisory role, he is licensed to sell non-variable insurance and annuities in Virginia. Clarion Wealth Management Partners serves individuals, families, small business owners, nonprofits, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm provides both discretionary and non-discretionary portfolio management, utilizing tools like Morningstar and Riskalyze, and offers educational seminars alongside integrated planning services.

Policarpio Sanchez is a CFP® professional with 24 years of industry experience. He is a principal at Sanchez & Zures, LLC, where he has worked since 2006. Prior to that, he spent nine years with UFC Gym. Sanchez & Zures, LLC provides investment management and financial planning services to individual and high-net-worth clients. The firm follows a long-term, passive investment approach emphasizing asset allocation and primarily uses exchange-traded funds, offering portfolio construction, ongoing rebalancing, and written financial plans.