When you choose to work with Discovery Wealth Planning, you work directly with the firm’s founder, Chris Urban. He offers Hourly, Retirement-Focused Personal Financial Planning with an emphasis on Cash Flow Planning, Investment Advice, Tax Strategies, and Insurance Guidance Ideal for Ages 55+. Chris has the CFP®, RICP® and TPCP® certifications. Chris employs a life-centered approach to helping clients achieve their financial goals. He takes time to understand each client’s current situation, goals, values and purpose before proposing strategies to grow and protect their wealth. His specialties include retirement income, tax and investment planning. Chris has more than 20 years of experience in the financial services industry. Prior to founding Discovery Wealth Planning, Chris served as a wealth advisor at an investment advisory firm in Northern Virginia. He previously held various roles in the capital markets and investor services divisions at a large institutional firm, working in both Boston and Los Angeles. Chris is a CERTIFIED FINANCIAL PLANNER® practitioner, a Retirement Income Certified Professional (RICP®) and a Tax Planning Certified Professional (TPCP®). Chris has a bachelor’s degree in finance from Bentley University in Waltham, Massachusetts, and a Master of Business Administration from Boston University. Chris lives in Vienna, Virginia, with his wife Lauren and daughters Avery and Sienna. In his free time, he enjoys running, biking, playing golf and pickleball, and watching college football and golf on TV.

Joseph Connor IV is the principal of Connor Capital Management, LLC in Vienna, Virginia, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been affiliated with Purshe Kaplan Sterling Investments since 2011. Outside of investment management, he serves as president of Intelligent Divorce Solutions, LLC, providing financial-related divorce consulting, and is a board member of SuperLeaders, a nonprofit supporting at-risk youth in Washington, DC. Connor Capital Management serves individuals, trusts, foundations, pensions, and corporations by providing personalized financial planning and investment management. The firm manages approximately $46.8 million in client assets across 60 accounts on a non-discretionary basis, employing a mix of mutual funds, equities, bonds, ETFs, options, and private placements guided primarily by fundamental research.

Raymond Difilippo is a financial advisor at DBD Retirement and Financial Services with seven years of industry experience. He holds the Series 66 designation and previously worked at J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., MassMutual, MML Investors Services, and Northwestern Mutual Investment Services. Outside of advising, he is president of DBD Enterprises, LLC. DBD Retirement and Financial Services is an independent firm serving individual clients with retirement and financial planning.

Jonathan Knight is the principal of Knight Strategic Investment Advising LLC in Manassas, VA. He holds a Series 65 credential and has a background that includes nearly two decades in the United States Marine Corps, followed by roles at Amazon Web Services and Accenture. He founded his independent advisory firm in 2026. Knight Strategic Investment Advising LLC is a registered investment adviser offering asset management and financial planning services to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm provides discretionary portfolio management tailored to client goals and a fixed-fee financial planning service, combining individual portfolio management with standalone planning in a relatively uncommon structure.

Phillip Bour is a CFP® professional with 21 years of industry experience. He is the sole advisor at Bour Group, an independent financial planning firm based in South Riding, VA. Bour retired from active practice in 2011 but continues to provide financial planning services through his firm. Bour Group serves individuals and couples across various life stages, offering comprehensive financial planning advice without managing client assets. The firm emphasizes long-term, buy-and-hold investment strategies focused on asset allocation and diversification, and provides clients with written plans and limited implementation support.

J Knight is a CFP® with 24 years of industry experience and is the sole advisor at Winston Paul Capital Management, Inc. He has held roles at several firms, including Research Financial Strategies and Sword & Shield Insurance Group, and maintains ownership of Knight Chow Construction Services, a construction materials provider. His outside business activities also include acting as a licensed insurance agent and involvement in a business support service. Winston Paul Capital Management, Inc. offers discretionary asset management and financial planning primarily to individual investors and qualified retirement plans. The firm employs fundamental and technical analysis for portfolio construction and provides ERISA 3(21) services, including investment policy statement development and participant education for retirement plans.

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.

James Knochenmus is a CFP® professional with four years of experience, currently serving as the sole advisor at Vitality Planning, LLC. He has prior experience at CapTech Ventures, Inc. and is president of Cavalier International Investments, LLC, a real estate development company. Vitality Planning serves individual and high-net-worth clients with tailored investment management and comprehensive financial planning, emphasizing strategic asset allocation with flexibility for tactical adjustments and client-specific ESG considerations. The firm maintains a small client roster and offers ongoing subscription-style planning alongside discretionary portfolio management.

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.

Stephen Moroz is a financial advisor at Concord Atlantic, Inc. in Falls Church, VA, holding a Series 65 designation with 21 years of industry experience. He has been with Concord Atlantic since 1993. Outside of his advisory work, he serves as an NFL-registered player financial advisor. Concord Atlantic provides discretionary investment advice and portfolio management to individuals, trusts, foundations, and corporate pension plans. The firm employs a thematic, fundamentally driven investment approach focused on cash-generative companies and manages diversified portfolios across equities, fixed income, and selected mutual funds.

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.