Raymond Difilippo is a financial advisor at DBD Retirement and Financial Services with seven years of industry experience. He holds the Series 66 designation and previously worked at J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., MassMutual, MML Investors Services, and Northwestern Mutual Investment Services. Outside of advising, he is president of DBD Enterprises, LLC. DBD Retirement and Financial Services is an independent firm serving individual clients with retirement and financial planning.

Jonathan Knight is the principal of Knight Strategic Investment Advising LLC in Manassas, VA. He holds a Series 65 credential and has a background that includes nearly two decades in the United States Marine Corps, followed by roles at Amazon Web Services and Accenture. He founded his independent advisory firm in 2026. Knight Strategic Investment Advising LLC is a registered investment adviser offering asset management and financial planning services to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm provides discretionary portfolio management tailored to client goals and a fixed-fee financial planning service, combining individual portfolio management with standalone planning in a relatively uncommon structure.

Phillip Bour is a CFP® professional with 21 years of industry experience. He is the sole advisor at Bour Group, an independent financial planning firm based in South Riding, VA. Bour retired from active practice in 2011 but continues to provide financial planning services through his firm. Bour Group serves individuals and couples across various life stages, offering comprehensive financial planning advice without managing client assets. The firm emphasizes long-term, buy-and-hold investment strategies focused on asset allocation and diversification, and provides clients with written plans and limited implementation support.

J Knight is a CFP® with 24 years of industry experience and is the sole advisor at Winston Paul Capital Management, Inc. He has held roles at several firms, including Research Financial Strategies and Sword & Shield Insurance Group, and maintains ownership of Knight Chow Construction Services, a construction materials provider. His outside business activities also include acting as a licensed insurance agent and involvement in a business support service. Winston Paul Capital Management, Inc. offers discretionary asset management and financial planning primarily to individual investors and qualified retirement plans. The firm employs fundamental and technical analysis for portfolio construction and provides ERISA 3(21) services, including investment policy statement development and participant education for retirement plans.

Larry Edwards is a financial advisor with Commonwealth Asset Management Group LLC in Fairfax, VA, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Bestvest Investments Ltd and serves as an adjunct professor at Northern Virginia Community College, where he teaches three classes per semester. Commonwealth Asset Management Group LLC is an independent, single-adviser firm providing discretionary investment management and financial planning services to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis to manage customized portfolios that may include equities, fixed income, mutual funds, ETFs, and options, with occasional use of derivatives for hedging and tactical purposes.

Robert Moore is a financial advisor at Everman Prosperity LLC with two years of industry experience. He holds a Series 65 designation and has served in the United States Army since 2003, continuing active military duty alongside his advisory role. Everman Prosperity is an independent firm that provides investment management, retirement plan services, and financial planning to individuals, high-net-worth clients, foundations, charities, and employer plan participants. The firm operates on a fee-only basis and employs a strategic asset allocation approach combining passive and active management, including socially responsible investment options.

Kelly Barrow is a CFP® professional with eight years of industry experience, currently operating as the sole advisor at Cedar Grove Financial Planning, LLC. Prior to founding Cedar Grove in 2022, she worked at TIAA and TIAA-CREF Individual & Institutional Services from 2015 to 2020. Cedar Grove Financial Planning is a fee-only, state-registered firm that provides comprehensive fiduciary financial planning through flat-fee and limited hourly engagements. The firm serves individuals and families, including U.S. Foreign Service personnel and military service members living abroad, emphasizing behavioral finance and goal-driven planning without managing client assets.

Vincent Lucas is a financial advisor and CPA based in McLean, Virginia, with over 20 years of industry experience. He is the sole advisor and owner of Vincent C. Lucas, C.P.A., P.C., where he has worked since 1990. In addition to his advisory role, he holds a management position at Lucas, Moreland and Mastbrook, Inc., a tax and accounting firm with which he has been associated since 2011. His firm provides personalized financial planning and investment advisory services to individuals, small business retirement plans, trusts, estates, and other entities. As a CPA-operated registered investment adviser with affiliated accounting and insurance services, the firm emphasizes tax-conscious portfolio construction, long-term asset allocation, and diversification, managing a select client base with a focus on mutual funds, ETFs, equities, and bonds.

Welcome to Acadia Financial Services. It’s different here. From its genesis, we have consciously built a firm that is designed to meet the financial service needs of most individuals and families, while simultaneously addressing many of the hesitations that people face when hiring an advisor. The motivation to form Acadia stemmed from my first experience with a financial advisor. As a Second Lieutenant in the US Air Force back in 1990, I was referred by a friend to his advisor. In short order, it became clear that he did not have my best interests in mind; he did a fairly good job of separating me from my money. I was so dismayed by the incident that I became my own financial advisor, determined to protect others from the same experience. Nearly thirty years later, when it was time to retire from the military, I was called to continue serving others as a Christian financial advisor. I now focus on helping clients pursue financial freedom and contentment. Again, welcome to Acadia Financial Services. I think you will like what you see.

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.

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.

Ravi Myneni is the sole advisor at BanyanTree Wealth Management in Oakton, VA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He previously worked at BanyanTree Capital Advisors LLC for 11 years. BanyanTree Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, providing discretionary portfolio management, pension consulting, and broader financial consulting services. The firm focuses on tailored advice with a generally conservative, long-term approach and offers institutional-style services such as pension consulting and corporate financial consulting that are less common among solo independent advisors.

Edrees Feda is the sole advisor at Lucrum Capital Advisors in McLean, VA. He holds Series 63 and Series 65 licenses and has three years of experience in the financial industry. In addition to his advisory role, Feda oversees multiple affiliated companies, including Lucrum Companies and Feda Enterprises, serving as President and CEO across these entities. Lucrum Capital Advisors is a state-registered investment advisor specializing in alternative investments, primarily private real estate–related securities and private funds. The firm serves institutional, family-office, and high-net-worth clients, focusing on asset-level underwriting, acquisitions support, and portfolio monitoring through fundamental and technical analysis and third-party valuation practices.

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.

Owen Lyons is a financial advisor at Demand Wealth with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Prudential Financial Planning Services, Spencer Lyons Partners, and LPL Financial among others. Demand Wealth provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, using ETF-based strategies, model portfolios, and digital planning modules. The firm employs modern portfolio theory with a range of investment tools including structured products and derivatives.

Andrew Evans is a CFP® and ChFC® with 13 years of industry experience. He is currently an advisor at Revolution Wealth, LLC and has previously worked at PBMares Wealth Management, MML Investors Services, and MassMutual Financial Group. In addition to his advisory role, Evans works as an independent insurance sales professional, focusing on life, disability, long-term care, and fixed annuities. Revolution Wealth, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of fundamental analysis, modern portfolio theory, quantitative models, and technical analysis, offering both long- and short-term trading across various asset classes while maintaining close integration with accounting and insurance services.

Nevin Kaul is a financial advisor at Kirk Capital Advisors LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Ategra Capital Management, LLC and 1st Portfolio, Inc. since 2012. Kirk Capital Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, using firm-developed model portfolios and discretionary oversight of certain held-away retirement accounts. The firm employs a mix of modern portfolio theory, fundamental, and technical analysis in its investment approach and sponsors a wrap-fee program with institutional custody relationships.

Ben Avor is a CFA® charterholder with experience in financial services roles dating back to 2017. He currently serves as managing partner at Adnate Credit Opportunities GP I, LLC and is involved in managing multiple investment entities within the Adnate Capital group. Prior to founding Adnate Capital Management LLC, he held positions at Midcap Financial Services LLC, Capital One Bank NA, and JP Morgan Bank NA. Adnate Capital Management LLC advises private pooled investment vehicles focused on private credit, emphasizing senior-secured lending to U.S. middle-market companies through a bottom-up, credit-focused investment approach that integrates ESG considerations and risk-mitigation tools. The firm provides discretionary management primarily to funds and plans to offer separately managed accounts to high-net-worth individuals, family offices, trusts, and institutional clients.

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.

Nicholas Hart is a financial advisor at Clarion Wealth Management Partners with over five years of industry experience. He holds the Series 66 designation and has previously worked at EverSource Wealth Advisors and Commonwealth Financial Network. In addition to advisory services, he is licensed to provide non-variable insurance and annuities. Clarion Wealth Management Partners offers investment advisory and financial planning services to individuals, high-net-worth households, small business owners, nonprofits, and corporations. The firm provides both discretionary and non-discretionary account management and operates an Investment Management Program alongside a comprehensive Wrap Fee Program that includes estate review, tax strategies, and retirement planning.