Gregory Gooden is a financial advisor at RGC Wealth Planning Group in Ashburn, VA, holding a Series 65 credential. He has a background in technology and consulting, having worked at Microsoft Corporation, Amazon Web Services, Deloitte Consulting, and BambeCo. Outside of advising, he is involved with Gooden Publishing House, which produces financial education content under the Smart Money Whispers brand. RGC Wealth Planning Group provides comprehensive, planning-centered financial advice tailored to individuals, families, professionals, business owners, and high-net-worth clients. The firm focuses on education and consultative planning without discretionary trading authority or asset-based fees.

We believe wealth should provide greater freedom, not greater complexity. Rule72 Financial helps individuals and families thoughtfully coordinate their investments, financial planning, and the important decisions that come with significant wealth. **A Personal and Family Approach** We begin with what matters to you—your family, priorities, concerns, and the life your wealth is intended to support. From there, we build a financial strategy around those priorities and help carry it forward over time. Many of the families we work with have accumulated wealth gradually through successful careers, disciplined saving and investing, business ownership, or an inheritance. They may have accounts spread across different institutions, tax considerations to manage, retirement decisions approaching, or simply more financial complexity than they want to manage alone. Our role is to bring those pieces together. **Thoughtful Investing. Coordinated Planning.** Investment management and financial planning should not operate separately. We manage portfolios in the context of your retirement income, taxes, cash flow, estate plan, charitable giving, family priorities, and other financial decisions. That means going beyond making recommendations. We help determine what should be done, explain the choices clearly, and implement and manage the strategies you choose. You remain in control of the destination; our job is to help navigate the financial decisions required to get there. **A Deliberate Approach to Markets** Good wealth management rarely requires reacting to every market move. We believe portfolios should have a purpose within the larger financial plan. Our approach emphasizes diversification, tax awareness, appropriate risk, disciplined portfolio management, and staying focused on the decisions that matter most. Rather than adding complexity for its own sake, we look for thoughtful strategies that can be understood, implemented, and maintained. **Working With the People You Trust** Wealth decisions often extend beyond investments. When appropriate, we work alongside your CPA, estate attorney, and other professionals so tax, estate, investment, and planning decisions can be considered together rather than in isolation. **Stewarding Wealth Across Generations** Whether your wealth was built over decades, inherited from someone important to you, or created through a business or career transition, eventually the question becomes larger than investment performa

I founded GuidePoint because I believe that fee-only financial planning is the road map to an amazing place – financial freedom. Financial freedom gives you the power to plan for endless possibilities. It is the power to retire early, send your kids to any college, or spend more of your precious time with the ones that matter most. For me, this all begins by working in a transparent, fee-only manner. This means every day we are working for you and your best interests. Together we will explore valuable planning opportunities, uncover financial blind spots, and achieve an even greater tomorrow. As a planner, one of my favorite quotes is, "The best time to plant a tree was 20 years ago - the second best time is now." If you have never worked with a fee-only planner before, I am excited to share our distinct approach with you. I offer a free 30-minute call where you can ask me any financial questions you may have.

John Vyge is a CFP® professional with 21 years of experience in financial planning. He founded Bold Financial Planning in 2004 and currently operates as the sole advisor at Hillebrand Financial Planning LLC in Ashburn, VA. Hillebrand Financial Planning LLC provides fee-only financial planning and investment management services to individuals, trusts, and small businesses. The firm emphasizes a strategic, core-and-satellite investment approach using passive index and ETF exposures, offers various engagement models including project-based planning and educational workshops, and manages approximately $60.9 million in assets across 37 clients.

Tarif Homsi is a financial advisor at Noorvest with eight years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities, UBS Financial Services, and Spire Wealth Management. Noorvest provides fee-based investment management and financial planning primarily for individual clients, including high-net-worth individuals, as well as trusts, estates, and certain business entities. The firm specializes in socially responsible Islamic investing, using qualitative halal and financial screens to construct portfolios that comply with specific ethical guidelines.

Robert Tucker is the sole advisor at Professional Financial Services, Inc. in Venice, FL, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 47 years of industry experience and has worked at firms including LPL Financial and Grove Point Investments. Tucker has maintained his independent advisory business since 1983. Professional Financial Services, Inc. offers financial planning and advisory services to retirement plan sponsors, business entities, and individual clients, including high-net-worth individuals. The firm emphasizes long-term, after-tax strategies and asset-class diversification through a structured multi-meeting planning process and generally does not accept discretionary trading authority, often acting as a liaison when clients engage external money managers.

I'm the founder of Gilmore Financial Planning. I work with people building towards financial freedom, from visualizing possibilities, to mapping out what steps to take, to actually living it. I'm a fiduciary, paid only by the flat, transparent fee we agree on, and you keep full control of your own accounts. I'm a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent, an IRS credential reflecting demonstrated tax knowledge. I race regularly at US Masters rowing regattas and love going on adventures with my husband, four boys, and two dogs. Our family budget has categories for rowing and for camping equipment. I understand what it means to plan around the things that matter.

David Berish is the sole advisor at The Dienekes Corporation, an independent registered investment adviser based in Purcellville, VA. He holds a Series 65 designation and has 15 years of industry experience. Berish has led The Dienekes Corporation since 2008. The Dienekes Corporation provides discretionary portfolio management services focused on customized strategies for individual clients. The firm manages a concentrated client base and draws on Berish’s extensive background in fixed-income markets, including prior roles as a bond trader in New York and London and a director at a bank.

Mark Burkhardt is the sole advisor at Stonebrook Investment, LLC in Ashburn, VA, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with Stonebrook since 2013. Stonebrook Investment LLC provides discretionary asset management and ongoing portfolio management to individual investors, high net worth individuals, and trusts, tailoring investment programs to clients' goals, time horizons, and risk tolerances through a combination of fundamental, technical, charting, cyclical, and sector analyses.

Christopher Smith is a CFP® with two years of industry experience, currently serving as the sole advisor at Origin Wealth Management LLC in Reston, VA. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as service in the United States Marine Corps. In addition to his advisory work, he operates an affiliated insurance practice involving insurance and annuity product sales. Origin Wealth Management provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct portfolios, which include long-term holdings, short-term trades, and option strategies, managing accounts on a discretionary basis through a selected custodian.

Victoria Mcgruder is a financial advisor at FinPowered Female LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2019. She also took time away from the industry as a stay-at-home mom before founding her current firm in 2021. FinPowered Female LLC primarily manages pooled investment vehicles and institutional assets while also serving a limited number of individual non-high-net-worth clients. The firm combines institutional portfolio management with client education through seminars and workshops and utilizes hourly fee arrangements for certain advisory and consulting services.

Kevin O Neil is a financial advisor at KO Financial with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to founding KO Financial, he worked at Cary Street Partners Investment Advisory LLC and Rafalko Advisors, Inc. Outside of his advisory role, he is a licensed insurance agent with the Hilb Group, where he sells and services life, health, disability, and dental insurance plans. KO Financial is a solo-registered investment adviser serving primarily individual clients, as well as corporate pension and profit-sharing plans. The firm offers asset management, financial planning, and retirement-plan consulting, employing modern portfolio theory and asset-dedication models to build tailored portfolios and maintain alignment with clients’ objectives and risk tolerances.

Kevin Boss is a financial advisor and principal of Boss Financial Strategies, LLC in Aldie, VA, holding a Series 65 designation with four years of industry experience. He previously worked at Carrier Global Corporation and Integrated Wealth Concepts LLC. In addition to advisory services, he is a licensed insurance agent and dedicates part of his practice to insurance sales. Boss Financial Strategies serves individuals, families, and trusts, offering discretionary asset management and comprehensive financial planning. The firm uses fundamental and technical analysis to build tailored portfolios and operates under discretionary trading authority, reviewing accounts at least quarterly.

Dean Daniel is the principal of Daniel Capital Management, LLC and holds a Series 65 designation with 18 years of industry experience. He has been with Rosemore since 2014 and occasionally provides strategic finance consulting services to corporations and start-ups on an hourly basis. Daniel Capital Management offers investment advisory services primarily to high-net-worth individuals, municipal entities, other investment advisers, and nonprofit clients, generally focusing on accounts of $2 million or more. The firm pursues absolute returns through multi-asset investing and a dynamic allocation approach that incorporates macro, micro, and quantitative analysis, including the use of hedging, derivatives, and illiquid securities.

Mary Boland is a CFP® professional with one year of experience at Brass Capital. Prior to joining Brass Capital, she worked at Dominion Financial Consultants, LLC, and has a background that includes roles at Florida Atlantic University and involvement with Fields of Athenry Farm, LLC. Brass Capital provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, utilizing client-specific investment policy statements and a variety of analytical methods with a long-term trading orientation. The firm offers family-office style ongoing services and manages approximately $72.7 million in discretionary assets under management.

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.

Anthony Davis is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at Brass Capital since 2025 and previously held roles at MAI Capital Management, MTX Wealth Management, Bank of America, Merrill Lynch, and Foundation Mortgage. Brass Capital provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, offering comprehensive planning that includes cash flow, tax-aware, estate, legacy, insurance, and philanthropic planning. The firm uses client-specific Investment Policy Statements and a variety of analytical methods to guide investment decisions, maintaining a long-term trading orientation with discretionary authority.

Victoria Birks Styron is a financial advisor at Birks Financial Corp. with a Series 65 designation and three years of industry experience. Prior to joining Birks Financial in 2021, she worked at Arthritis and Sports and held positions at Gardner Webb University and Loudoun County Public Schools. Birks Financial Corp. is an independent, fee-only investment adviser specializing in retirement-focused financial planning and portfolio management for individual clients and trusts, particularly high-net-worth households. The firm uses a long-term, fundamentally driven investment approach with model portfolios primarily composed of no-load mutual funds and provides advice on a non-discretionary basis.

Abdul Mallick is a financial advisor at Sampatti Financial LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Capital One, Flying Phase, and currently serves as a consultant with Datsura, focusing on data analysis and report preparation. Mallick balances his consulting role with his responsibilities at Sampatti Financial. Sampatti Financial LLC provides discretionary asset management and employee benefit plan advisory services to individuals, high-net-worth clients, and small businesses. The firm employs a blend of fundamental, technical, and charting analysis to manage portfolios on a discretionary basis, offering performance-based fee arrangements for qualified investors and operating with a two-advisor team.

Patricia Houlihan is a CFP® with 23 years of industry experience and has been with Houlihan Financial Resource Group, Ltd. since 1999. She holds Series 63 and Series 65 licenses and is based in Ashburn, VA. Houlihan Financial Resource Group, Ltd. is a privately owned advisory firm offering discretionary portfolio management and integrated financial planning to individuals, trusts, foundations, pensions, and corporations. The firm primarily serves high-net-worth clients using an in-house management model and implements portfolios through five internal investment program categories.