Michael Casey is a CFP® with 10 years of industry experience and is the principal advisor at American Executive Advisors, LLC. He previously worked at Retirement Wealth Advisors and currently owns MC MGMT, LLC, where he is involved in life and health insurance sales. He is also a co-founder of Bitlyf, LLC, a company developing a patent-pending system for digital assets. American Executive Advisors serves individuals, corporations, and pension or profit-sharing plans, offering comprehensive financial planning, consulting, discretionary portfolio management, and retirement plan consulting. The firm uses a tactical asset allocation approach with customized portfolios and occasionally incorporates digital assets on a non-discretionary basis.

Freeman Jelks is a CFP® professional with 23 years of experience in financial advising. He has led FNJ 3, LLC since 2008, operating as an independent advisor in Alexandria, VA. FNJ 3, LLC provides portfolio management and financial planning services to individuals, pension plans, charitable organizations, and small businesses. The firm emphasizes tailored portfolios with a buy-and-hold approach and offers specialized pension consulting, including 401(k) plan setup, serving a diverse client base with discretionary management and quarterly reviews.

Gobinath Balasubramanian is the sole advisor at GB Investments LLC, an independent firm based in Alexandria, VA. He holds the Series 65 designation and has 10 years of industry experience, having worked at GB Investments since its founding in 2016. Prior to his advisory role, his background included engineering and quality assurance before earning an MS in finance. GB Investments provides discretionary investment management through separately managed accounts tailored for individuals, families, trusts, charitable organizations, and businesses. The firm follows a fundamental, value-oriented philosophy emphasizing concentrated, long-term equity ownership and customizes portfolios based on documented client goals, risk tolerance, and time horizon.

John Ellison is the sole advisor at Ellison Investment Advisors in Fairfax, VA, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 1996. Ellison Investment Advisors provides investment management and financial planning services to individuals, families, professionals, trusts, small corporations, and small business retirement plans. The firm employs a disciplined, long-term investment approach combining value and growth styles, individualized policy statements, and asset allocation models, and offers specialized retirement solutions including lump-sum distributions and qualified-plan exchange modeling.

Frank Simpson Jr. is a financial advisor with The Simpson Firm LLC in White Plains, MD. He holds the Series 66 designation and has nine years of industry experience, including prior roles at Merrill and Bank of America. He has been with The Simpson Firm since 2018. The Simpson Firm provides fee-only investment advisory and financial planning services to small and mid-size groups and individual clients. The firm emphasizes customized strategies aligned with client risk tolerance and objectives, employing long-term investment approaches supplemented by selective short-term trading and hedging techniques.

Vanessa Alanis is a CFP® and ChFC® credentialed advisor at Black Dog Wealth, LLC with two years of industry experience. Her background includes roles at Magellan Health providing financial counseling to military service members and at Chisholm Financial Planning & Investments as a paraplanner. Black Dog Wealth, LLC offers investment management, financial planning, and educational seminars, using an investment approach based on modern portfolio theory and passive management with index funds and ETFs. The firm provides both ongoing and project-based financial planning services, including hourly and fixed-scope engagements.

Kyle Packard is a CFP® and ChFC® with two years of experience in financial advising, currently operating as the sole advisor at Packard Wealth Strategies LLC in Alexandria, VA. He has served in the U.S. Army since 2000, concurrently with his advisory role. Packard Wealth Strategies provides discretionary investment management, financial planning, and wealth management services primarily to veterans, service members, and their families, as well as charitable organizations, corporations, and employer-sponsored retirement plans. The firm uses a priorities-driven Financial Policy Statement and an evidence-based investment approach incorporating Modern Portfolio Theory, with a notable range of services including ERISA co-fiduciary and investment manager roles for retirement plans and donor-advised fund management.

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.

Brandon Lloyd is a financial advisor at Mountain View Wealth Management LLC in Arlington, VA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at Mountain View Wealth Management since 2017 and previously at Wells Fargo Clearing Services. Outside of advisory work, he is involved in several real estate investment ventures as an owner and president of multiple LLCs. Mountain View Wealth Management LLC is an independent registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers pension consulting and employs a comprehensive investment approach incorporating fundamental, quantitative, technical, and modern portfolio theory analyses, including the use of borrowing within separately managed accounts.

Peter Keefe is a CFA® charterholder with 20 years of industry experience. He is currently with Rockbridge Capital Management, where he has worked since 2024, and previously spent 33 years at Avenir Corporation. Rockbridge Capital Management provides discretionary investment management to individuals, families, institutions, trusts, retirement plans, and pooled investment vehicles. The firm emphasizes fundamental research to identify businesses with high returns on invested capital and skilled capital allocators, offering both long-only separately managed accounts and pooled funds that may use short positions, derivatives, hedging, and leverage.

Joseph Turkal is a financial advisor at Sierra Hotel Financial LLC with three years of industry experience. He holds the Series 63 and Series 65 licenses and served in the Armed Forces for 30 years prior to his financial career. His prior firms include Northwestern Mutual and Lakrut Insurance Services. Sierra Hotel Financial LLC provides discretionary asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm uses a goal-based investment approach tailored to clients’ time horizons and risk tolerances, offering both model-based and customized portfolio management.

Daisia Mc Crae is a financial advisor at Bartley Financial Advisors, LLC with a Series 65 credential and one year of industry experience. She previously worked at Concord Wealth Partners and has held positions at the University of Maryland Eastern Shore and the Department of Agriculture. Bartley Financial Advisors provides personalized financial planning and discretionary investment management for individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a fee-only model and combines strategic and tactical asset allocation using a mix of passive and active investment strategies, alongside specialized custody and reporting practices.

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.

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.

Paula Pass is a Certified Financial Planner (CFP®) with 13 years of industry experience. She is currently with Arkagos Advisors & Asset Management, Inc., where she has worked since 2021. Her prior experience includes roles at Brookstone Capital Management, Center Street Advisors, and Wells Fargo Clearing. Outside of her advisory role, she operates as an independent insurance agent specializing in fixed insurance products. Arkagos Advisors & Asset Management serves individual and high-net-worth clients by providing portfolio management, comprehensive financial planning, and access to private investments. The firm uses model-based allocations and a combination of technical, fundamental, and modern portfolio theory approaches tailored to client objectives, offering both discretionary and non-discretionary portfolio management.

Garry Bishop is a financial advisor at ProFocus Incorporated with one year of industry experience. He holds a Series 65 credential and previously worked for the Department of Defense for 13 years. ProFocus Incorporated serves individual clients, including high-net-worth households, as well as pension plans and business entities, offering fee-based investment advisory and financial planning alongside business management and consulting services. The firm employs a tactical allocation strategy using fundamental analysis and a diverse mix of securities, managing portfolios primarily on a discretionary basis.

Tiffany Blackburn is a financial advisor at Arkagos Advisors & Asset Management, Inc., holding a Series 65 designation. She has been with Arkagos since 2024 and has experience working in related roles, including at Vector Wealth Strategies and Henmead Enterprises, Inc. Blackburn is also affiliated with George Mason University for the years 2023 to 2025. Arkagos Advisors and Asset Management serves individual and high-net-worth clients by offering portfolio management, comprehensive financial planning, and access to private investments. The firm uses model-based allocations combining technical, fundamental, and modern portfolio theory techniques tailored to clients’ objectives and risk tolerance, with a notable focus on private placement investments alongside traditional advisory services.

John Coleman is a financial advisor at Piedmont Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his role in financial advising, Coleman owns Commonwealth Business Services, a CPA and tax preparation firm. Piedmont Wealth Management is a fee-only financial planning and investment management firm serving trusts, foundations, pension plans, and corporate/household accounts. The firm offers personalized financial planning, discretionary and non-discretionary portfolio management, and consulting, with a focus on institutional and trust/corporate relationships and coordinated services through affiliated financial and accounting entities.

Ross Anderson is a CFP® with 18 years of industry experience and is currently with Craftwork Capital LLC, where he has worked since 2020. Prior to that, he spent six years at Motley Fool Wealth Management. Outside of financial services, he is the owner of Anderson Entertainment, a DJ services business he has operated since 2001. Craftwork Capital primarily serves individual and high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm offers financial planning, discretionary portfolio management, and access to third-party digital platforms, utilizing model portfolios, separately managed accounts, and AI tools to support portfolio construction and ongoing management.

Lisa Pendley is a CFP® professional with 17 years of industry experience, currently serving as an advisor at 8th Street Investments, LLC since 2008. She works out of Alexandria, VA, and is part of a two-advisor team at the firm. 8th Street Investments provides discretionary portfolio management and standalone financial planning to individuals, trusts, estates, corporations, and charitable organizations. The firm employs fundamental analysis and tailored asset-allocation strategies, combining long-term holdings with active trading and derivative instruments within discretionary mandates.