Micah Child is a CFP®, CFA®, and Series 65 credentialed advisor with 19 years of industry experience. He has worked at Sound Investment Management Inc. since 2014 and previously spent nine years at Grange Capital, LLC. Sound Investment Management provides investment advisory and financial planning services to individual investors, high-net-worth individuals, family trusts, estates, and not-for-profit organizations. The firm manages approximately $243 million across about 131 client relationships, emphasizing a non-discretionary, team-based approach that combines institutional trading capabilities with personalized client involvement.

Abdul Mallick is a financial advisor at Sampatti Financial LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Capital One, Flying Phase, and currently serves as a consultant with Datsura, focusing on data analysis and report preparation. Mallick balances his consulting role with his responsibilities at Sampatti Financial. Sampatti Financial LLC provides discretionary asset management and employee benefit plan advisory services to individuals, high-net-worth clients, and small businesses. The firm employs a blend of fundamental, technical, and charting analysis to manage portfolios on a discretionary basis, offering performance-based fee arrangements for qualified investors and operating with a two-advisor team.

Patricia Houlihan is a CFP® with 23 years of industry experience and has been with Houlihan Financial Resource Group, Ltd. since 1999. She holds Series 63 and Series 65 licenses and is based in Ashburn, VA. Houlihan Financial Resource Group, Ltd. is a privately owned advisory firm offering discretionary portfolio management and integrated financial planning to individuals, trusts, foundations, pensions, and corporations. The firm primarily serves high-net-worth clients using an in-house management model and implements portfolios through five internal investment program categories.

Matthew Miller is a financial advisor at Empire Advisors Wealth Management LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Avantax Advisory Services, Inc. and Avantax Investment Services, Inc. In addition to his advisory role, he owns Miller Consulting Group, LLC, which provides accounting and tax preparation services, and serves on advisory boards for Truist Bank, George Mason University, and Radford University. Empire Advisors Wealth Management LLC is a boutique firm serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management. The firm employs a long-term trading strategy based on multiple analytical approaches and acts as a fiduciary, providing customized Investment Policy Statements and ongoing portfolio monitoring.

Goeun Choi is a CFP® professional with seven years of experience in financial advising, currently serving at Buchanan Wealth Management in Reston, VA. Her background includes multiple roles at both Buchanan Wealth Management and LPL Financial LLC since 2018. Prior to her advisory career, she held positions at Freddy's Frozen Custard & Steakburgers, United We Dream, and Dickinson College. Buchanan Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, focusing on retirement objectives. The firm employs an asset-allocation driven approach using efficient-market strategies combined with quantitative and qualitative analysis, managing accounts on a discretionary basis through various custodial platforms and model programs.

Ehab Selim is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked at Investology Inc. since 2017 and previously spent three years with Lincoln Financial Advisors. In addition to his advisory role, he is involved in insurance sales through Synergy Consulting, offering various health and life insurance products. Investology Inc. provides portfolio management and financial planning services to individual investors, company retirement plans, and charitable organizations. The firm uses a combination of analytical methods and implements both long-term and short-term trading strategies across a diverse range of asset classes.

Stephen Moss is a financial advisor at Pegasus Financial Group LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Pegasus Financial Group since 2007. In addition to his advisory role, he is the owner of Aging Consultants Group, a consulting services business. Pegasus Financial Group is a Virginia-registered investment adviser serving individuals, estates, trusts, and retirement plans. The firm manages approximately $101.8 million for about 313 clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services with a primarily long-term, fundamental-analysis investment approach.

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 has worked at LPL Financial since 2002 and founded Buchanan Wealth Management in 2019. Buchanan Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, with a focus on retirement objectives. The firm uses an asset-allocation driven approach incorporating efficient-market strategies and manages accounts largely on a discretionary basis through various custodial platforms, also offering a wrap fee program and ERISA Section 3(38) fiduciary services for retirement plans.

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.

Travis Johnson is a CFP® professional with nine years of industry experience. He has worked at Generational Private Wealth since 2025 and previously spent eight years at Hemington Wealth Management, LLC. Generational Private Wealth serves high-net-worth individuals, trusts, retirement plans, and nonprofit entities by providing discretionary investment management, wealth management, and advanced financial planning. The firm emphasizes strategic asset allocation, diversification, and fundamental analysis, managing approximately $263 million in assets across 49 client relationships.

Jason De Lorenzo is a financial advisor at AD Deum Funds, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Regulus Group, LLC since 2017, following roles at Management, Consulting, and Research LLC and Logistics Management Institute. Outside of advising, he contributes monthly articles on options trading strategies in the biotech and pharmaceutical sectors and provides behavioral economic-based trade analysis through subscription services. AD Deum Funds primarily serves individual investors through discretionary portfolio management and financial planning, offering subscription-based informational products alongside separately managed accounts and a private pooled investment vehicle. The firm employs an options-centric investment approach, utilizing option dealer positioning analysis to implement multiple strategies on a discretionary basis.

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 Dudley Capital Management since 2016. Prior to this, he has been affiliated with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Dudley Capital Management LLC provides discretionary portfolio management and financial planning 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 a dedicated energy-focused Master Limited Partnership (MLP) strategy and ERISA 3(38) fiduciary services for retirement plans.

Ryan Benson is a financial advisor at Independent Financial Planning in Reston, VA, holding a Series 65 designation with four years of industry experience. Prior to joining Independent Financial Planning in 2022, he worked as an educator in Fairfax and Arlington County public schools. Outside of advising, Benson is the CEO and founder of EPE Math Tutoring and manages Independent Financial Education, which provides financial education resources, seminars, and coaching. Independent Financial Planning serves individual investors, including both high-net-worth and non-high-net-worth clients, as well as retirement plan sponsors. The firm employs a Core + Satellite investment approach combining passive indexed holdings with active satellite positions and offers comprehensive financial planning alongside educational workshops.

Sean Geiger is a financial advisor with Geiger Group Wealth Management in Sterling, VA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Geiger Group Wealth Management is an SEC-registered investment adviser established in 2026 that serves individuals, trusts, estates, charitable organizations, corporations, business entities, and qualified retirement plan sponsors. The firm employs a tactical allocation approach combining strategic asset allocation with fundamental, technical, and cyclical analysis, offering discretionary portfolio management, retirement income planning, pension consulting, and broader financial planning services.

Daniel Cooper is an associate advisor at Brighter Financial Capital Management, LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Madison Avenue Securities and Kalos Capital, Inc. He is also involved with Clark & Associates, Inc. Financial Solutions, where he serves as an insurance agent and paraplanner. Brighter Financial Capital Management provides investment and financial planning services to individuals, high-net-worth clients, corporations, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management as well as specialized plan advisory and multi-tiered financial planning. The firm frequently implements client programs under discretionary authority and utilizes sub-advisors while maintaining ongoing client relationships and periodic reviews.

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 at MCG CPA LLC, where he prepares and manages tax and consulting engagements. Empire Advisors Wealth Management LLC provides discretionary and non-discretionary portfolio management to individual and high-net-worth clients, employing a long-term trading strategy based on a combination of charting, cyclical, fundamental, quantitative, and technical analysis. The firm acts as a fiduciary for retirement accounts and requires clients to maintain accounts with Charles Schwab.

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.