Michael Perhac is a Certified Financial Planner™ (CFP®) with 13 years of industry experience. He has been with Trumbower Financial Advisors LLC since 2015. Trumbower Financial Advisors serves individuals, families, and various institutions with comprehensive financial planning, portfolio management, and tax compliance services. The firm follows a documented five-step investment advisory process focused on a Conservative Fixed Income approach and manages a substantial asset base with an emphasis on non-discretionary client relationships.

Edward Stroman is a CFP® with 11 years of industry experience and has been with Strathmore Capital Advisors since 2014. He holds a Series 65 license and is based in Washington, DC. Strathmore Capital Advisors provides discretionary portfolio management and goals-based financial planning to individuals, trusts, endowments, and participant-directed retirement plans. The firm employs an asset-allocation approach focused on long-term investment using mutual funds and ETFs, supplemented by technology for client service and integrated tax preparation and estate-planning offerings.

Andrew Eskelsen is a CFA® charterholder with 11 years of industry experience. He has worked at D'Orazio & Associates, Inc. since 2020 and previously held roles at Booz Allen Hamilton and Compass Point Research & Trading, LLC. Eskelsen is based in Vienna, VA, and holds a Series 66 license. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified approach, managing roughly $1.32 billion across about 285 client relationships.

Anuj Grover is a CFP®-designated financial advisor with 24 years of industry experience. He is currently associated with Lake Street and has worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Grover is involved as a co-trustee and power of attorney for family estate planning matters. Lake Street Private Wealth provides discretionary and non-discretionary investment management, financial planning, and fiduciary services to a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm’s investment approach incorporates global diversification, tax minimization, and a focus on asset-class allocation using a combination of fundamental and technical analyses.

Patrick Johnson is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Capital Investment Advisors in Washington, D.C., where he serves as a senior planning associate. His prior roles include positions at Cambridge Investment Research, Capital Asset Management Group, MB Advisors, and Salisbury University. Capital Investment Advisors offers financial planning and portfolio management services to both individual clients—ranging from non-high-net-worth to high-net-worth households—and institutional entities such as trusts, pension plans, and nonprofits. The firm provides a structured planning process and emphasizes client education through workshops and ongoing reviews, often utilizing third-party multi-manager platforms for investment implementation.

Tina Babicz is a Certified Financial Planner® at CJM Wealth Advisers, Ltd. with 20 years of industry experience. She has been with CJM Wealth Advisers since 2000 and concurrently teaches basic financial planning in adult education for Fairfax Public Schools. CJM Wealth Advisers serves individual and institutional clients, including high net worth individuals and charitable organizations, providing investment advisory services, financial planning, and retirement consulting. The firm operates a multi-office structure and manages portfolios through its wrap-fee platform using a range of investment strategies and asset types.

Brett Roper is a CFP® certificant with 21 years of industry experience, currently serving at Rembert Pendleton Jackson in Vienna, VA. He has been with the firm and its predecessor entities since 2004, contributing to its operations for over 19 years. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to a diverse client base including high-net-worth individuals, plan sponsors, and charitable organizations. The firm employs a client-specific, Modern Portfolio Theory-based approach, utilizing various securities and third-party managers, with a balanced offering of discretionary and non-discretionary programs.

Eric Dunner is a CFP®-certified financial advisor with 16 years of industry experience. He has been with Glassman Wealth Services, LLC since 2015. The firm serves individual and high-net-worth clients, as well as pension and profit-sharing plans and charitable organizations, providing discretionary investment management, financial planning, and retirement-plan consulting. Glassman Wealth Services employs a customized portfolio approach that includes mutual funds, ETFs, independent managers, and private investment funds, incorporating cash as an asset class and using aggregation tools for comprehensive reporting.

Blake Millard is a CFA® charterholder with nine years of industry experience. He currently works at Arca Wealth, LLC and has previously held roles at Sandbox Financial Partners LLC and UBS Financial Services. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process that builds customized asset allocations across conservative to aggressive approaches using a range of investment vehicles including mutual funds, ETFs, individual equities, and alternatives such as cryptocurrency exposure and options strategies.

Mary Price is a financial advisor at CJM Wealth Advisers, Ltd. in Falls Church, VA, holding a Series 65 designation with two years of industry experience. Her prior experience includes roles at Wealthspire Advisors and Joel Isaacson & Co. Before entering the financial industry, she worked in nonprofit and legal settings, including Syracuse Opera/Classical Theatre of Harlem and Lewis Brisbois, Bisgaard & Smith. CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, and retirement plan consulting to individuals and institutions, including high net worth clients and charitable organizations. The firm operates a wrap-fee program utilizing mutual funds, ETFs, equities, and fixed income, and applies both fundamental and technical analysis with a range of strategies.

Michael Beardi is an investment advisor representative with Parsonex Advisory Services, Inc., holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been with Parsonex Advisory Services since 2013 and has worked with related firms in the Parsonex network since 2008. Outside of his advisory role, he serves as a Lieutenant Colonel in the Army National Guard. Parsonex Advisory Services is an SEC-registered firm that provides financial planning, portfolio management, and investment advice to individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach utilizing third-party advisers and sub-advisors, focusing on client risk tolerance and asset allocation through discretionary managed accounts with ongoing monitoring and reviews.

Daniel White is a CFA® charterholder with one year of industry experience, currently serving as an advisor at The Ithaka Group, LLC since 2014. He is based in Arlington, VA, and works within a team of five advisors. The Ithaka Group, LLC provides discretionary and non-discretionary investment advisory and portfolio management services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and registered investment funds. The firm employs a concentrated growth investment style focused on high-quality publicly listed companies, offering portfolios aimed at long-term capital appreciation with low turnover.

Timothy Alvarado is a CFP® with seven years of industry experience. He has worked at Activ8 Family Office LLC since 2025 and previously spent seven years at Octagon Financial Services, Inc., and two years at Dixon Hughes Goodman, LLP. Activ8 Family Office primarily serves professional athletes and their families, offering integrated financial planning, investment management, cash management, and tax services. The firm uses outsourced CIO and TAMP platforms, including Dynasty Wealth Management portfolios and private fund investments, to tailor client portfolios to individual objectives.

Catherine Portner is a financial advisor at Folger Nolan Fleming Douglas Incorporated with six years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and held roles in small business consulting and the hospitality sector. Outside of finance, she was involved with Portner Brewhouse for six years. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family. The firm combines broker-dealer operations with a focused advisory business, tailoring investment strategies to client objectives and conducting regular portfolio reviews without exercising investment discretion.

Mark Underwood is a financial advisor at Mv Capital Management, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Mv Capital Management, and Mv Financial Group since 2002. Mv Capital Management, Inc. serves individual and high-net-worth clients as well as institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process involves customized asset allocation, security selection, and ongoing portfolio monitoring conducted by an Investment Committee and supported by in-house research.

Laura Nash is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at West Financial Services, Inc. since 2022, following five years at Edward Jones and five years at Achieva Central Inc. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser that provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as charitable organizations and corporations. The firm emphasizes diversified, client-specific asset allocation using a core-and-satellite equity strategy combined with laddered fixed-income allocations and tactical adjustments based on quantitative and qualitative research.

Daniel Weinstein is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at KFA Private Wealth Group, LLC and previously held roles at Heritage Investors Management Corporation and Morgan Stanley Private Bank, N.A. KFA Private Wealth Group serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities by providing financial planning, portfolio management, retirement plan consulting, and wealth management. The firm constructs goal-based portfolios using strategic asset allocation and a combination of passive and active management with an emphasis on low-cost share classes and ongoing manager due diligence.

Scott Freund is a financial advisor with Family Office Research, LLC in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Family Office Research since 2005. Outside of his advisory role, Freund is involved in consulting, personal investments, and publishing through Lower St Clair LLC, and serves as a consultant and part owner of FarmTogether US Farmland Fund LP, advising on fund operations and coordination. Family Office Research, LLC provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, employer plans, and businesses. The firm manages approximately $580.9 million in assets and emphasizes individualized portfolio supervision with tailored investment strategies for high-net-worth and institutional clients.

Andrew Colyer is a CFA® charterholder with 21 years of industry experience. He has been with The Ithaka Group, LLC since 2008, where he is part of a five-advisor team based in Arlington, VA. The Ithaka Group, LLC provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and registered investment companies. The firm employs a concentrated growth investment approach focused on high-quality growth companies and manages both registered funds and advisory accounts.

Jeffrey Canavan is a CFA® charterholder at Rembert Pendleton Jackson with one year of industry experience. Prior to joining RPJ, he spent 18 years at MissionSquare Retirement. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients. The firm uses a client-specific, Modern Portfolio Theory-based approach to design diversified portfolios and manages both discretionary and non-discretionary assets.