Juliana O'Neill is a financial advisor with Tesfaye O'Neill Financial, holding a Series 65 designation and four years of industry experience. She has worked at Tesfaye O'Neill Financial since 2022 and at Integrity Advisory Solutions since 2026. In addition to her advisory work, she is an attorney with Tesfaye O'Neill Law, an estate planning law firm where she has worked since 2015. Tesfaye O'Neill Financial serves individual clients through financial coaching, account reviews, and educational workshops, acting as a co-adviser on Matson Money-managed accounts. The firm’s approach focuses on Modern Portfolio Theory and long-term investing, with periodic reviews of asset allocation, rebalancing, and tax-loss harvesting, while Matson Money retains trading discretion and execution.

Girum Tesfaye is a financial advisor at Tesfaye O'Neill Financial with a Series 65 designation and two years of industry experience. He is also a partner and attorney at Tesfaye O'Neill Law, an estate planning law firm where he has worked since 2015. Tesfaye O’Neill Financial serves individual clients through financial coaching, educational seminars, and co-advisory investment services using a third-party platform. The firm focuses on risk profiling, investment horizons, and financial objectives, employing Modern Portfolio Theory and a long-term investment approach while collaborating with a discretionary third-party manager for trade execution and fee billing.

Robert Mann is a Series 66-licensed financial advisor with First Georgetown Securities, Inc. in Alexandria, VA. He has worked with the firm since 1975, bringing 50 years of industry experience. First Georgetown Securities provides discretionary managed-account services primarily to individual clients, including high-net-worth investors, emphasizing tactical asset allocation using growth, growth-and-income, and income strategies. The firm employs both fundamental and technical analysis and utilizes various risk-management tools such as option hedging and occasional short selling.

Richard Slater is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with McGinn Penninger Investment Management Inc. since 2025 and previously operated his own financial planning firm for 15 years. McGinn Penninger Investment Management provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, including pension and profit-sharing plans. The firm employs a long-term, large-cap value equity strategy focused on fundamental analysis and contrarian purchases, and it serves as sub-adviser to the Union Street Partners Value Fund.

Barbara Hollis is a financial advisor at Holistic Planners with 25 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Thrivent Investment Management, Archer Investment Corporation, and Ameriprise. She is also owner and consultant of Hollis & Shingler Financial Coaching Essentials, where she provides tax preparation and life insurance sales. Holistic Planners Network, LLC serves individual clients, including both high-net-worth and non-HNW households, managing approximately $15 million across about 64 client relationships. The firm offers discretionary and non-discretionary asset management along with financial planning and consulting, combining fundamental and technical analysis to tailor portfolios and plans to client goals and risk tolerance.

Cristina Munteanu is a financial advisor at Craftwork Capital LLC with one year of experience in the industry. She holds a Series 65 designation and previously worked at Motley Fool Wealth Management, LLC for several years. Craftwork Capital primarily serves individual and high-net-worth clients, as well as trusts, estates, and employer-sponsored retirement plans. The firm offers financial planning, discretionary portfolio management, and access to third-party digital wealth platforms, utilizing model portfolios, separately managed accounts, and direct indexing strategies.

Safalta Sherpa is a financial advisor at Cooksen Wealth, LLC with 16 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Mclean Asset Management Corp., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Cooksen Wealth provides financial planning, investment management, and wealth management services primarily to high-net-worth individuals, trusts, and estates. The firm manages over $200 million in assets across a concentrated client base, emphasizing asset allocation and a combination of fundamental and technical analysis in their investment process.

Ryan Penninger is a CFA® charterholder with 15 years of industry experience. He has been with McGinn Investment Management since 2010 and holds a Series 66 license. McGinn Penninger Investment Management provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, including pension and profit-sharing plans. The firm follows a long-term, large-cap value equity strategy focused on fundamental analysis and serves as a sub-adviser to a mutual fund, offering clients access to investment company strategies not commonly managed by similar firms.

James Simon is a CFP® and holds a Series 66 license with 17 years of industry experience. He is the principal advisor at Renew Wealth Management LLC, where he has worked since 2023. Prior to founding Renew Wealth, he held roles at Cresset Capital and Charles Schwab, and serves as an Operations Officer at the White House Military Office while maintaining a long-term position with the US Army National Guard. He is also a member of the Department of Defense Investment Board's Investment Advisory Committee. Renew Wealth Management LLC provides customized wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis and a primarily long-term investment strategy, constructing portfolios tailored to client goals and risk tolerance, and manages approximately $34.6 million in mostly non-discretionary assets through a single-advisor practice.

Mark Katz is a financial advisor with Katz Family Financial Advisors, LLC in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Katz Family Financial Advisors since 2005 and previously at UBS Financial Services and Eastern Point Advisors Inc. Katz Family Financial Advisors provides investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-HNW clients, employing a non-discretionary management approach based on fundamental analysis and proprietary screening, and operates its own wrap-fee program.

Angela Barbour is a Series 65-licensed financial advisor with 10 years of industry experience. She currently works at Arkagos Advisors & Asset Management, Inc. and previously spent 10 years at Brookstone Capital Management. She has been associated with Tarkenton Financial, LLC since 2004. Arkagos Advisors and Asset Management serves individual and high-net-worth clients by providing portfolio management, comprehensive financial planning, and access to private investments. The firm employs model-based allocations combining technical, fundamental, and modern portfolio theory techniques tailored to client objectives and risk tolerance.

Stephen Memery is a financial advisor with Iconic Wealth Management in Alexandria, VA, holding Series 63 and Series 65 designations and 22 years of industry experience. His prior roles include positions at Omnia Vincet Capital Management, Bay Capital Advisors, Merrill, and Morgan Stanley. Iconic Wealth Management serves individual and high-net-worth clients as well as trusts, offering discretionary portfolio management and financial planning. The firm employs a Quantitative Value Bias investment approach that integrates fundamental analytics, technical tools, diversified allocations, and options strategies tailored to client risk profiles.

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.

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.

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 at Ficadenti Tandon Asset Management, Inc. with 26 years of industry experience. He has worked at his current firm since 2000 and concurrently serves with the Department of the Navy since 1985. Additionally, he has been involved with JIT TANDON, EA since 1983. Ficadenti Tandon Asset Management provides discretionary investment management and consulting services to individuals, families, trusts, businesses, and retirement plans. The firm tailors portfolios based on client discussions about financial status, time horizon, and risk tolerance, utilizing fundamental, technical, and charting analysis across a range of investment strategies.

Brian Dorsey Jr. is a financial advisor at USAdvisors Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Bank, NYLIFE Securities LLC, AXA Advisors, and Mass Mutual Investors Services. Outside of his advisory role, he is involved in insurance sales through New Perspective Financial Solutions. USAdvisors Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm employs a combination of fundamental analysis and asset allocation, utilizing model portfolios from multiple third-party providers and offering accounts managed on a discretionary basis with regular suitability reviews.

Jessica Gibbs is a CFP® professional with nine years of experience in financial advising. She has been with Monument Wealth Management since 2015. Monument Capital Management serves individuals, high-net-worth clients, trusts, and estates with investment advisory and financial planning services. The firm manages approximately $648 million through a team of nine advisors, offering diversified investment strategies and access to private funds and independent managers.

Michelle Glicklin is a financial advisor at McLaughlin Ryder Investments, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with McLaughlin Ryder since 2011. Outside of her advisory role, she serves as the treasurer of Temple B'nai Shalom and is the vice chair of its endowment committee. McLaughlin Ryder Investments serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a client-centered investment approach, utilizing both active and passive funds, individual equities, and fixed income, with most accounts managed on a non-discretionary basis.

Cathleen Phelps is a financial advisor with Monument Wealth Management in Alexandria, VA, holding a Series 65 license and four years of industry experience. She has been with Monument Wealth Management since 2015. Outside of her advisory role, she is associated with CDP Consulting LLC, a consulting business based in Alexandria. Monument Wealth Management serves individuals, high-net-worth clients, trusts, and estates with investment advisory and financial planning services. The firm manages approximately $648 million across a team of nine advisors and employs a range of strategies including discretionary asset management, modular and full financial plans, and access to independent managers and private funds for qualified clients.