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.

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.

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.

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.

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.

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.

Victoria Mcgruder is a Series 66–registered financial advisor with nine years of industry experience. She is the sole advisor at FinPowered Female LLC, an independent firm she has led since 2021. Prior to founding FinPowered Female LLC, Mcgruder worked at Bank of America and Merrill from 2015 to 2019. 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 investor education through seminars and workshops and offers certain advisory services on an hourly fee basis rather than a percentage of assets under management.

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.

Kevin Boss is a CFP® and ChFC® with four years of industry experience, currently serving as the sole advisor at Boss Financial Strategies, LLC. His prior work includes roles at Signet Technologies, Inc. and Carrier Global Corporation. In addition to his advisory duties, he is a licensed insurance agent and dedicates part of his time to insurance sales and service. Boss Financial Strategies provides discretionary portfolio management and financial planning services primarily for individuals, families, and trusts. The firm employs both fundamental and technical analysis to tailor investment strategies ranging from long-term buy-and-hold to short-term trading and options, managing approximately $9.9 million across about 32 clients without an account minimum.

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 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.

Arthur Locke III is the sole advisor at Locke Asset Management in Great Falls, VA. He holds the CFP®, PFS™, and Series 65 designations and has nine years of industry experience. He has managed his own practice since 2011. Locke Asset Management serves individuals, trusts, and small businesses with discretionary portfolio management, financial planning, and tax preparation services. The firm employs diversified portfolios and risk-based client grouping, emphasizing written investment policy statements tailored to each client.

Albert Wu is a CFP® professional with 13 years of industry experience. He is currently with Vocare Wealth Advisors and has previously worked at Raymond James Financial Services Advisors, Edward Jones, and Freedom Street Partners. Outside of advisory work, he is the owner of NeXco Inc and serves as Treasurer for The ServiceSource Foundation, a nonprofit supporting people with disabilities and their families. Vocare Wealth Advisors provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary managed account programs and tailored written investment strategies encompassing estate planning, retirement income, taxes, healthcare, and risk management. The firm emphasizes individual portfolio management and client-specific financial consulting.

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.

Kurt Cooper is a financial advisor at Kingdom Capital Advisors, LLC in Fairfax, VA, holding a Series 65 designation with four years of industry experience. He has worked at Kingdom Capital Advisors since 2021 and previously spent seven years with Indigo Golf Partners. Kingdom Capital Advisors provides discretionary portfolio management to individuals, family offices, and investment companies, focusing on micro- and small-cap equity strategies. The firm builds concentrated portfolios using fundamental and cyclical analysis and employs active trading tools including long and short positions, margin, and options.

David Slupe is a financial advisor at Pegasus Financial Group LLC in Chantilly, VA, holding Series 65 and Series 63 credentials with seven years of industry experience. His work history includes roles at Aging Consultants Group and Northwestern Mutual, and he also serves as a notary public and director at Aging Consultants Group. Pegasus Financial Group serves individuals, estates, trusts, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services with an emphasis on low-cost, diversified mutual funds and ETFs. The firm combines fundamental analysis and long-term orientation while offering customized portfolios and serves as an ERISA fiduciary for retirement-account advice.

Thomas Welsh is a financial advisor with Pegasus Financial Group LLC in Oakton, VA, holding a Series 66 designation and 15 years of industry experience. He has been associated with Pegasus Financial Group since 2011 and also operated under his own name from 2014 to 2026. Pegasus Financial Group serves individuals, estates, trusts, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes low-cost, diversified mutual funds and ETFs, employs fundamental analysis with a long-term orientation, and provides formal 3(21) retirement-plan advisory services.