Ehab Selim is a financial advisor at Investology Inc. with 21 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Investology in 2017, he worked at Lincoln Financial Advisors, New England Securities, Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley Dw Inc. In addition to his advisory role, he is an agent offering various insurance products through Synergy Consulting. Investology serves individuals, trusts, estates, charitable organizations, and business entities with portfolio management and investment policy development. The firm employs a multi-faceted investment process within a modern portfolio theory framework and is affiliated with an accounting firm that provides related insurance and accounting services.

Stephen Moss is a financial advisor at Pegasus Financial Group LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Capital Planning & Investments and The Strategic Financial Alliance, Inc. Outside of his advisory work, he owns a consulting business focused on aging-related services. Pegasus Financial Group serves individuals, estates, trusts, businesses, and retirement plans with discretionary portfolio management and financial planning. The firm emphasizes customized portfolios using low-cost, diversified mutual funds and ETFs, applying fundamental analysis with a long-term orientation and offers formal retirement-plan advisory services.

Matthew Buchanan is a financial advisor with Buchanan Wealth Management in Reston, VA, holding a Series 66 designation and 23 years of industry experience. He previously worked at LPL Financial for 21 years before founding Buchanan Wealth Management in 2022. Buchanan Wealth Management provides wealth management and financial planning services primarily to individual and high-net-worth clients, with a focus on retirement objectives. The firm employs an asset-allocation approach combining efficient-market strategies with quantitative and qualitative analysis, managing portfolios largely composed of mutual funds, ETFs, and selected individual securities.

Mehrdad Tafazoli is a financial advisor at Integrated Financial Solutions, Inc. with 37 years of industry experience. He holds the ChFC® designation and has worked previously with FSC Securities Corporation and PPG Pension Administrators, LLC. He is also a partner in a third-party retirement plan administration firm. Integrated Financial Solutions serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm uses a risk-tolerance questionnaire and portfolio-optimization tools to construct individualized portfolios and manages over $300 million in assets across more than 200 client accounts.

Samantha Grieco is a financial advisor at T.M. Wealth Management with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley Private Bank, Bank of America, Merrill Lynch, E*TRADE Securities, and Charles Schwab Bank. Grieco serves as vice president of events for the Washington, DC chapter of the Association of Latino Professionals for America, a volunteer-based nonprofit organization. T.M. Wealth Management serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, retirement plan consulting, and comprehensive financial planning, applying a documented investment process that incorporates fundamental analysis, modern portfolio theory, and technical analysis.

Bradley Wilks is a financial advisor at Revolution Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PBMares Wealth Management and PBMARES Insurance Solutions. Wilks is also an Independent Insurance Agent. Revolution Wealth, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, quantitative, and technical analysis guided by modern portfolio theory, offering discretionary portfolio management and tailored Investment Policy Statements.

Scott Kaplan is a Certified Financial Planner® with 27 years of industry experience. He is the principal of Kaplan Wealth Management, Inc. in Reston, VA, where he has worked since 1998, and has also been affiliated with LPL Financial since 2013. Kaplan Wealth Management serves individuals, trusts, estates, and business entities with comprehensive financial planning and discretionary wealth management. The firm manages approximately $83.4 million for about 214 clients, tailoring portfolios based on risk tolerance and time horizon using a combination of mutual funds, ETFs, independent managers, and algorithmic model portfolios.

Jason De Lorenzo is a financial advisor with AD Deum Funds, LLC, holding a Series 65 credential and bringing eight years of industry experience. He has worked at Regulus Group, LLC since 2017 and previously held roles at Management, Consulting, and Research LLC and Logistics Management Institute. Outside of his advisory role, he contributes monthly articles on options trading strategies for a subscription-based research service and provides analysis for a trading platform focused on behavioral economic methodology. AD Deum Funds primarily serves individual investors through discretionary portfolio management, investment planning, and sub-advisory services. The firm employs an options-centric investment approach using option dealer positioning signals and algorithmic tools across separately managed accounts and a private pooled investment vehicle, tailoring solutions to client risk tolerance and time horizon.

Philip Dudley is a financial advisor at Dudley Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Deutsche Bank Securities Inc. He has been with Dudley Capital Management since 2016. Dudley Capital Management LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers tailored investment strategies including Growth & Income, Fixed Income, Balanced, energy-focused Master Limited Partnership (MLP) strategies, and Alternatives, with a focus on ongoing monitoring and ERISA 3(38) fiduciary services for retirement plans.

Fred Krause is a financial advisor at Empire Advisors Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Miller Consulting Group LLC for 19 years. Krause is also a partner in MCG CPA LLC, where he is involved in tax preparation and consulting. Empire Advisors Wealth Management LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients, offering customized Investment Policy Statements and ongoing portfolio monitoring. The firm employs a multi-method analytical investment process and emphasizes a long-term trading approach.

Cindy Spitzer is a financial advisor with Bull Bear Investment Management LLC, holding a Series 65 designation and 11 years of industry experience. She has worked at Black Swan Strategies, LLC since 2019 and ARK Financial Management, LLC since 2015, alongside over 30 years of self-employment experience. Bull Bear Investment Management provides discretionary portfolio management primarily to individual and high-net-worth clients, utilizing a combination of charting, fundamental and technical analysis. The firm employs a range of trading strategies and manages approximately $66.6 million across about 142 clients.

Robert Wiedemer is a financial advisor at Bull Bear Investment Management LLC in Reston, VA, with 15 years of industry experience. He holds a Series 65 designation and has worked at Bull Bear Investment Management since 2022, following eight years at Ark Financial Management, Inc. Wiedemer has also been involved with Bull Bear Publishing, formerly Aftershock Publishing LLC, since 2004. Bull Bear Investment Management provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of charting, fundamental and technical analysis, and both long- and short-term trading strategies. The firm manages approximately $66.6 million across around 142 clients and is known for its formal affiliations with other investment entities, including private pooled funds and intellectual property licensing arrangements.

James Birks is a CFP® certificant and holds a Series 65 license with nine years of industry experience. He is the principal at Birks Financial Corp. and has prior experience serving six years in the Virginia Army National Guard. He attended the College of William and Mary from 2013 to 2017. Birks Financial Corp. advises individual and trust clients on retirement planning and investment management, providing written financial plans, ongoing retained planning, and assistance with investment policy statements. The firm employs a long-term investment process beginning with risk-tolerance assessments and uses model no-load mutual fund allocations, managing assets on a non-discretionary basis and partnering with third-party money managers when appropriate.

Thomas Seneca is a financial advisor at T.M. Wealth Management in Reston, VA, holding Series 63 and Series 65 licenses with 17 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Cetera Advisor Networks, Girard Securities, and My Investment Advisor. Seneca is also a licensed insurance agent. T.M. Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, and business entities, managing approximately $210 million for under 100 clients. The firm provides customized portfolio management, pension consulting, and financial planning using a combination of fundamental analysis, modern portfolio theory, and technical analysis, and offers educational seminars for various audiences.

Hilary Disher is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66 designation with 10 years of industry experience. She has worked at CAVU Wealth Advisors since 2014 and spent a year with Goldman Sachs Wealth Services prior to that. CAVU Wealth Advisors provides investment management and financial planning primarily to individual clients, including high-net-worth households, as well as small and medium institutional accounts. The firm uses a holistic, Investment Policy Statement–driven approach to build broadly diversified, tax-aware portfolios managed on a discretionary basis.

James Joseph is a CFP®, ChFC®, and PFS™ credentialed financial advisor with 30 years of industry experience. He has been with Sentinel Wealth Management, Inc. since 2002. Sentinel Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a Modern Portfolio Theory approach with diversified asset allocation using no-load mutual funds, ETFs, and alternative strategies, serving primarily clients with larger account sizes through a two-advisor team.

Sean Palmer is a financial advisor at Rechter Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience including roles at Clifton Tax Pro LLC, where he provides tax preparation services, as well as positions at L3Harris Technologies, Inc. and several other companies. Rechter Wealth Management, LLC offers portfolio management and financial planning primarily to individual clients, with occasional services for small businesses, non-profits, trusts, and estates. The firm operates all accounts on a non-discretionary basis, emphasizing tailored multi-asset allocation plans and client-approved trades executed through Fidelity.

James Sexton is a CFP® professional with 13 years of industry experience. He is currently affiliated with Piedmont Wealth Advisory and has previously worked at Oak Barrel Wealth Advisory LLC, Oakmont Wealth Advisory, Hayden Royal, Niagara International Capital Limited, and Vanguard Marketing Corporation. He holds a Series 63 license. Piedmont Wealth Advisory provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, and estates. The firm builds long-term portfolios using fundamental analysis and periodic reviews, offering customized strategies that include mutual funds, ETFs, individual securities, and third-party managers, with a focus on fiduciary responsibility and diversified, low-cost investments.

Manjot Grewal is a financial advisor at Empire Advisors Wealth Management LLC with Series 65 credentials and over 12 years of experience at Miller Consulting Group, LLC. He joined Empire Advisors Wealth Management in 2026. Empire Advisors Wealth Management LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients. The firm employs a multi-method investment process and emphasizes a long-term trading approach with documented risk-tolerance profiles.

Ryan Houlihan is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with Houlihan Financial Resource Group, Ltd. since 2000. Houlihan Financial Resource Group, Ltd. is a privately owned advisory firm providing discretionary portfolio management and integrated financial planning to individuals, trusts, foundations, pensions, and corporations. The firm serves high-net-worth and non-high-net-worth clients, managing assets through an in-house investment model that includes five internal program categories and offering both discretionary management and an automated portfolio service for smaller accounts.