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.

John Seraphin is a CFP® and Series 66 designated advisor with seven years of industry experience. He is the sole advisor at Phin Wealth Planning, LLC, an independent firm based in Middleburg, VA. His prior roles include positions at Steigerwald, Gordon & Koch Wealth Advisors, Eagle Strategies (NY Life), and several other firms. Phin Wealth Planning provides financial planning and investment management to individuals, high-net-worth individuals, families, and nonprofit organizations. The firm offers fixed upfront and recurring fee planning engagements across Core and Advanced tiers, with discretionary portfolio management that combines passive and active strategies tailored to client objectives.

Gregory Gooden is a financial advisor at RGC Wealth Planning Group in Ashburn, VA, holding a Series 65 credential. He has a background in technology and consulting, having worked at Microsoft Corporation, Amazon Web Services, Deloitte Consulting, and BambeCo. Outside of advising, he is involved with Gooden Publishing House, which produces financial education content under the Smart Money Whispers brand. RGC Wealth Planning Group provides comprehensive, planning-centered financial advice tailored to individuals, families, professionals, business owners, and high-net-worth clients. The firm focuses on education and consultative planning without discretionary trading authority or asset-based fees.

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.

We believe wealth should provide greater freedom, not greater complexity. Rule72 Financial helps individuals and families thoughtfully coordinate their investments, financial planning, and the important decisions that come with significant wealth. **A Personal and Family Approach** We begin with what matters to you—your family, priorities, concerns, and the life your wealth is intended to support. From there, we build a financial strategy around those priorities and help carry it forward over time. Many of the families we work with have accumulated wealth gradually through successful careers, disciplined saving and investing, business ownership, or an inheritance. They may have accounts spread across different institutions, tax considerations to manage, retirement decisions approaching, or simply more financial complexity than they want to manage alone. Our role is to bring those pieces together. **Thoughtful Investing. Coordinated Planning.** Investment management and financial planning should not operate separately. We manage portfolios in the context of your retirement income, taxes, cash flow, estate plan, charitable giving, family priorities, and other financial decisions. That means going beyond making recommendations. We help determine what should be done, explain the choices clearly, and implement and manage the strategies you choose. You remain in control of the destination; our job is to help navigate the financial decisions required to get there. **A Deliberate Approach to Markets** Good wealth management rarely requires reacting to every market move. We believe portfolios should have a purpose within the larger financial plan. Our approach emphasizes diversification, tax awareness, appropriate risk, disciplined portfolio management, and staying focused on the decisions that matter most. Rather than adding complexity for its own sake, we look for thoughtful strategies that can be understood, implemented, and maintained. **Working With the People You Trust** Wealth decisions often extend beyond investments. When appropriate, we work alongside your CPA, estate attorney, and other professionals so tax, estate, investment, and planning decisions can be considered together rather than in isolation. **Stewarding Wealth Across Generations** Whether your wealth was built over decades, inherited from someone important to you, or created through a business or career transition, eventually the question becomes larger than investment performa

I founded GuidePoint because I believe that fee-only financial planning is the road map to an amazing place – financial freedom. Financial freedom gives you the power to plan for endless possibilities. It is the power to retire early, send your kids to any college, or spend more of your precious time with the ones that matter most. For me, this all begins by working in a transparent, fee-only manner. This means every day we are working for you and your best interests. Together we will explore valuable planning opportunities, uncover financial blind spots, and achieve an even greater tomorrow. As a planner, one of my favorite quotes is, "The best time to plant a tree was 20 years ago - the second best time is now." If you have never worked with a fee-only planner before, I am excited to share our distinct approach with you. I offer a free 30-minute call where you can ask me any financial questions you may have.

John Vyge is a CFP® professional with 21 years of experience in financial planning. He founded Bold Financial Planning in 2004 and currently operates as the sole advisor at Hillebrand Financial Planning LLC in Ashburn, VA. Hillebrand Financial Planning LLC provides fee-only financial planning and investment management services to individuals, trusts, and small businesses. The firm emphasizes a strategic, core-and-satellite investment approach using passive index and ETF exposures, offers various engagement models including project-based planning and educational workshops, and manages approximately $60.9 million in assets across 37 clients.

Tarif Homsi is a financial advisor at Noorvest with eight years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities, UBS Financial Services, and Spire Wealth Management. Noorvest provides fee-based investment management and financial planning primarily for individual clients, including high-net-worth individuals, as well as trusts, estates, and certain business entities. The firm specializes in socially responsible Islamic investing, using qualitative halal and financial screens to construct portfolios that comply with specific ethical guidelines.

Robert Tucker is the sole advisor at Professional Financial Services, Inc. in Venice, FL, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 47 years of industry experience and has worked at firms including LPL Financial and Grove Point Investments. Tucker has maintained his independent advisory business since 1983. Professional Financial Services, Inc. offers financial planning and advisory services to retirement plan sponsors, business entities, and individual clients, including high-net-worth individuals. The firm emphasizes long-term, after-tax strategies and asset-class diversification through a structured multi-meeting planning process and generally does not accept discretionary trading authority, often acting as a liaison when clients engage external money managers.

I'm the founder of Gilmore Financial Planning. I work with people building towards financial freedom, from visualizing possibilities, to mapping out what steps to take, to actually living it. I'm a fiduciary, paid only by the flat, transparent fee we agree on, and you keep full control of your own accounts. I'm a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent, an IRS credential reflecting demonstrated tax knowledge. I race regularly at US Masters rowing regattas and love going on adventures with my husband, four boys, and two dogs. Our family budget has categories for rowing and for camping equipment. I understand what it means to plan around the things that matter.

David Berish is the sole advisor at The Dienekes Corporation, an independent registered investment adviser based in Purcellville, VA. He holds a Series 65 designation and has 15 years of industry experience. Berish has led The Dienekes Corporation since 2008. The Dienekes Corporation provides discretionary portfolio management services focused on customized strategies for individual clients. The firm manages a concentrated client base and draws on Berish’s extensive background in fixed-income markets, including prior roles as a bond trader in New York and London and a director at a bank.

Mark Burkhardt is the sole advisor at Stonebrook Investment, LLC in Ashburn, VA, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with Stonebrook since 2013. Stonebrook Investment LLC provides discretionary asset management and ongoing portfolio management to individual investors, high net worth individuals, and trusts, tailoring investment programs to clients' goals, time horizons, and risk tolerances through a combination of fundamental, technical, charting, cyclical, and sector analyses.

Christopher Smith is a CFP® with two years of industry experience, currently serving as the sole advisor at Origin Wealth Management LLC in Reston, VA. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as service in the United States Marine Corps. In addition to his advisory work, he operates an affiliated insurance practice involving insurance and annuity product sales. Origin Wealth Management provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct portfolios, which include long-term holdings, short-term trades, and option strategies, managing accounts on a discretionary basis through a selected custodian.

Victoria Mcgruder is a financial advisor at FinPowered Female LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2019. She also took time away from the industry as a stay-at-home mom before founding her current firm in 2021. FinPowered Female LLC primarily manages pooled investment vehicles and institutional assets while also serving a limited number of individual non-high-net-worth clients. The firm combines institutional portfolio management with client education through seminars and workshops and utilizes hourly fee arrangements for certain advisory and consulting services.

Ravi Myneni is a financial advisor at BanyanTree Wealth Management with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at BanyanTree Capital Advisors LLC since 2007. BanyanTree Wealth Management provides discretionary portfolio management, pension consulting, and financial consulting to individuals and institutional clients, including pension plan sponsors, trusts, and charitable organizations. The firm combines traditional individual portfolio management with institutional pension and corporate financial consulting services, emphasizing written investment policy statements and mutual-fund-based implementations.

Kevin O Neil is a financial advisor at KO Financial with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to founding KO Financial, he worked at Cary Street Partners Investment Advisory LLC and Rafalko Advisors, Inc. Outside of his advisory role, he is a licensed insurance agent with the Hilb Group, where he sells and services life, health, disability, and dental insurance plans. KO Financial is a solo-registered investment adviser serving primarily individual clients, as well as corporate pension and profit-sharing plans. The firm offers asset management, financial planning, and retirement-plan consulting, employing modern portfolio theory and asset-dedication models to build tailored portfolios and maintain alignment with clients’ objectives and risk tolerances.

Kevin Boss is a financial advisor and principal of Boss Financial Strategies, LLC in Aldie, VA, holding a Series 65 designation with four years of industry experience. He previously worked at Carrier Global Corporation and Integrated Wealth Concepts LLC. In addition to advisory services, he is a licensed insurance agent and dedicates part of his practice to insurance sales. Boss Financial Strategies serves individuals, families, and trusts, offering discretionary asset management and comprehensive financial planning. The firm uses fundamental and technical analysis to build tailored portfolios and operates under discretionary trading authority, reviewing accounts at least quarterly.

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.

Dean Daniel is the principal of Daniel Capital Management, LLC and holds a Series 65 designation with 18 years of industry experience. He has been with Rosemore since 2014 and occasionally provides strategic finance consulting services to corporations and start-ups on an hourly basis. Daniel Capital Management offers investment advisory services primarily to high-net-worth individuals, municipal entities, other investment advisers, and nonprofit clients, generally focusing on accounts of $2 million or more. The firm pursues absolute returns through multi-asset investing and a dynamic allocation approach that incorporates macro, micro, and quantitative analysis, including the use of hedging, derivatives, and illiquid securities.

Owen Lyons is a financial advisor at Demand Wealth with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential Financial Planning Services, Spencer Lyons Partners, LLC, and The Solutions Center. Demand Wealth serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services using ETF-based model portfolios and digital planning tools. The firm’s investment approach incorporates fundamental analysis and modern portfolio theory, with a focus on both long- and short-term trading strategies.