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 advisor with First Georgetown Securities, Inc. in Alexandria, VA, where he has worked since 1975, totaling 51 years of industry experience. First Georgetown Securities provides discretionary portfolio management primarily to individual and high-net-worth clients, offering growth, growth-and-income, and income strategies. The firm employs a tactical allocation approach combining fundamental and technical analysis, focusing on treasuries, corporate bonds, equities, and mutual funds, and manages approximately $101.7 million in discretionary assets.

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 with Holistic Planners Network, LLC, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. She has held various roles including ownership of Hollis & Shingler Financial Coaching Essentials, LLC, where she also engages in life insurance sales and tax preparation. Prior to joining Holistic Planners, she worked at Archer Investment Corporation and Thrivent Investment Management, Inc. 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 provides discretionary and non-discretionary asset management along with financial planning and consulting, tailoring portfolios to clients’ goals, time horizons, and risk tolerances.

Cristina Munteanu is a financial advisor at Craftwork Capital LLC with a Series 65 designation and one year of industry experience. She previously worked for Motley Fool Wealth Management, LLC from 2019 to 2026 and has additional experience at Wharton Online, Nest DC, BSI Financial Services, and Target Corporation. Craftwork Capital serves individual and high-net-worth clients, as well as trusts, estates, and employer-sponsored retirement plans. The firm offers financial planning and discretionary portfolio management, using model portfolios and separately managed accounts with strategies including direct indexing, and incorporates AI tools and digital platforms such as Zoe Financial and Betterment in its service delivery.

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.

Kelly Sheahan is a financial advisor at Calvert Wealth Management, Inc. in Dunkirk, MD, holding a Series 65 designation with nine years of industry experience. She has been with Calvert Wealth Management since 2012. Calvert Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering discretionary portfolio management alongside wealth planning and financial consulting. The firm emphasizes asset allocation over market timing and maintains diversified, risk-based portfolios with regular reviews.

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 23 years of industry experience. He has been with Katz Family Financial Advisors since 2005. Katz Family Financial Advisors manages approximately $106.5 million in assets across about 117 client relationships, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a fundamental analysis investment process with proprietary screening focused on safety, quality, growth, and value, delivering personalized portfolio management through its fee-only wrap fee program and educational seminars.

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 at Iconic Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Iconic Wealth Management since 2017, following a decade at Omnia Vincet Capital Management. 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 investors. The firm employs a quantitative value bias investment approach and emphasizes individualized management through its small team and client base.

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.

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.

William Cotton is a financial advisor at Fortress Private Ledger, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC and S2K Financial LLC. Outside of his advisory role, he is a partner at Collegiate Financial Group, focusing on financial planning. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, ERISA-qualified retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm’s investment approach integrates trend identification and technical analysis with complementary strategies across various asset types, supported by a network of investment adviser representatives and third-party managers.

David Nelson is a CFA® charterholder with 21 years of industry experience. He is currently a team advisor at Monument Wealth Management in Alexandria, VA, where he has worked since 2026. Prior to this, he spent nine years at Verdence Capital Advisors and one year at PagnatoKarp. Nelson is also a partner in an investment partnership focused on personal investments. Monument Wealth Management serves individuals, high-net-worth clients, trusts, and estates, managing approximately $648 million through a team of nine advisors. The firm offers discretionary asset management and comprehensive financial planning, employing a mix of fundamental and technical analyses across various investment strategies.