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.

Charles Harris is a financial advisor with First Georgetown Securities, Inc. in Alexandria, VA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with First Georgetown Securities since 1982. Outside of finance, he produced and stars in a YouTube TV pilot titled "Becoming Van Vlack." First Georgetown Securities provides discretionary portfolio management primarily to individual and high-net-worth clients, employing growth, growth-and-income, and income strategies. The firm uses a tactical allocation approach combining fundamental and technical analysis and manages just over $100 million in discretionary assets.

Michael Shea is a CFA® charterholder with 17 years of industry experience. He has been with 8th Street Investments, LLC since 2008, serving as one of two advisors at the firm in Alexandria, VA. 8th Street Investments provides discretionary portfolio management and standalone financial planning to individuals, trusts, estates, corporations, and charitable organizations. The firm manages approximately $171.7 million for about 55 clients, employing a fundamental analysis-based investment process with tailored asset-allocation strategies and incorporating active trading tools and derivatives within discretionary mandates.

Christopher Lane is a financial advisor at McGinn Penninger Investment Management Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at the University of Maryland and Bullis School. McGinn Penninger Investment Management provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, focusing on a long-term, large-cap value equity strategy with fundamental analysis and contrarian purchases. The firm also serves as sub-adviser to the Union Street Partners Value Fund and offers tailored portfolio management across individual accounts and the fund.

Frank Ficadenti is a financial advisor at Ficadenti Tandon Asset Management, Inc. in Springfield, VA, with 25 years of industry experience. He holds a Series 65 designation and has worked at Ficadenti Tandon Asset Management since 2000. Additionally, he has been associated with the Department of Navy since 1976. Ficadenti Tandon Asset Management, Inc. provides discretionary investment management and consulting services to individuals, families, trusts, businesses, and retirement plans. The firm offers tailored portfolios using fundamental, technical, and charting analysis, implementing various strategies with regular reviews and detailed reporting.

Daniel Messeca is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Craftwork Capital LLC since 2020. Prior to this, he worked at Motley Fool Wealth Management, LLC for six years. He is also the co-founder and Director of Finance at Blue Crab Brewing Company, Inc., a manufacturing business he has been involved with since 2015. Craftwork Capital primarily serves individual and high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm offers financial planning and discretionary portfolio management, utilizing model portfolios, separately managed accounts, and digital wealth platforms while employing borrowing, derivatives, and AI tools in its investment approach.

Matthew Trogdon is a Certified Financial Planner® (CFP®) with seven years of industry experience. He currently works at Craftwork Capital LLC and has previously been employed at Motley Fool Asset Management and Capital Investment Advisors, among others. In addition to his advisory role, he teaches financial literacy workshops through the Babson Financial Literacy Project and writes articles on financial planning for The Humble Dollar website. 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 digital wealth platforms, using model portfolios and separately managed accounts with continuous monitoring and rebalancing.

Juliana O'Neill is a financial advisor at Tesfaye O'Neill Financial with three years of industry experience. She holds a Series 65 credential and has worked at Tesfaye O'Neill Financial since 2022. In addition to her financial advisory role, she is an attorney at Tesfaye O'Neill Law, an estate planning firm, where she has worked since 2015. Tesfaye O’Neill Financial provides financial coaching, educational seminars, and co-advisory investment services to individual clients, utilizing a third-party discretionary manager for trade execution and fee billing. The firm focuses on risk profiling, investment horizons, and long-term asset allocation using Modern Portfolio Theory, and offers legal and tax services through an affiliated law practice.

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. Prior to joining Craftwork Capital, she worked at Motley Fool Wealth Management, LLC for several years in various roles. 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 wealth platforms, employing model portfolios and separately managed accounts that include strategies such as direct indexing.

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 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 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.