Howard Lichstrahl is the sole advisor at H. L. Lichstrahl & Company, LLC in Arlington, VA, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has been with his firm since its founding in 1997. H. L. Lichstrahl & Company provides discretionary investment management primarily focused on value-oriented equity investing for individuals, high-net-worth clients, trusts, estates, IRAs, and certain pension and profit-sharing plans. The firm emphasizes long-term, concentrated portfolios informed by fundamental research and is notable for serving institutional clients and employing prime broker arrangements to access non-exchange-listed securities.

Juan Dager Vancampenhoud is a financial advisor at TitanRex with three years of industry experience. He holds a Series 65 designation and has worked in roles at Capital One and Compass Coffee prior to his current position. Outside of advising, he works as a data analyst at Capital One. TitanRex is an independent firm providing wealth management and discretionary portfolio management to individuals and high-net-worth clients. The firm focuses on low-cost, diversified mutual funds and ETFs, applying fundamental analysis with a long-term investment approach and offers financial planning through a structured virtual process.

Frank Mcgovern Jr. is a CFP® with 42 years of industry experience, operating through Capitol Wealth Management, Inc. in McLean, VA. He has been with Capitol Wealth Management since 2007 and has also worked at LPL Financial Corporation since 2009. Occasionally, he sells insurance products outside of his primary advisory role. Capitol Wealth Management provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and charitable organizations, managing approximately $111.9 million in discretionary assets. The firm applies fundamental analysis with a mix of long- and short-term strategies across various asset classes and offers comprehensive financial planning included with portfolio management.

Matthew Mendelsohn is the sole advisor at PortfolioArc, L.L.C., an independent firm based in Arlington, VA. He holds a Series 66 designation and has 23 years of industry experience. PortfolioArc provides portfolio management, asset allocation analysis, and portfolio advice to individuals, couples, families, and trusts. The firm manages approximately $30 million using a combination of fundamental and technical analysis across multiple security types, including stocks, bonds, ETFs, mutual funds, and options. Its investment approach features active use of derivatives, particularly index options, and margin borrowing, with discretionary management and frequent portfolio reviews.

I founded Mabery Consulting to support individuals who want to enter retirement with clarity and confidence. As a CFP® professional and the owner of a fee‑only, fiduciary advisor, I guide clients who want to understand how to prepare for retirement and how to pay themselves sustainably once they’re in it. My approach is warm, transparent, and grounded in the belief that retirement should feel secure, intentional, and deeply personal. Feel free to see my website at www.maberyconsulting.com

Joseph Punio is a financial advisor with Vivuto, LLC in Washington, DC, holding a Series 66 designation and 13 years of industry experience. He worked at Morgan Stanley from 2015 to 2018 before founding Vivuto in 2018. Vivuto serves individual investors, including high-net-worth individuals, and charitable organizations by providing portfolio management and investment advice that integrates charting, technical and fundamental analysis, and modern portfolio theory across a variety of asset classes. The firm typically operates with discretionary authority and manages accounts on both a discretionary and non-discretionary basis.

Raul Sonza is a financial advisor at Cabildo Capital LLC in Washington, DC, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cabildo Capital since 2018, following a three-year tenure at Friel Asset Management LLC. Cabildo Capital provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, tailoring investment strategies to clients' goals, time horizons, and risk tolerances. The firm uses a combination of fundamental and technical analysis with proprietary research to actively manage individualized portfolios, often under discretionary authority.

Douglas Hayes is a financial advisor with Legacy Investing & Wealth Management LLC, holding a Series 65 designation and four years of industry experience. Prior to founding his firm in 2020, he worked at Rentokil from 2016 to 2020. Outside of advisory work, he owns and manages Legacy Development LLC, a company focused on residential real estate renovation and sales in the Washington, DC area. Legacy Investing & Wealth Management LLC provides discretionary asset management and packaged hourly financial advisory services to individuals and entities, including companies, trusts, estates, and charitable organizations. The firm emphasizes asset allocation and diversification using low-cost ETFs, periodic rebalancing, liquidity management, and selective hedging, serving both individual and institutional clients.

Joseph Connor IV is the principal of Connor Capital Management, LLC in Vienna, Virginia, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been affiliated with Purshe Kaplan Sterling Investments since 2011. Outside of investment management, he serves as president of Intelligent Divorce Solutions, LLC, providing financial-related divorce consulting, and is a board member of SuperLeaders, a nonprofit supporting at-risk youth in Washington, DC. Connor Capital Management serves individuals, trusts, foundations, pensions, and corporations by providing personalized financial planning and investment management. The firm manages approximately $46.8 million in client assets across 60 accounts on a non-discretionary basis, employing a mix of mutual funds, equities, bonds, ETFs, options, and private placements guided primarily by fundamental research.

Tyler Weerden is a financial advisor at Layered Financial, LLC in Arlington, VA, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he has worked as a Special Agent with the U.S. Department of State since 2020 and served with the Connecticut State Police from 2013 to 2020. His work as a Special Agent involves criminal and administrative investigations as well as protection duties for government officials. Layered Financial is a single-advisor firm that provides financial planning and consulting services to individual clients without managing client assets. The firm develops plans using cash-flow analysis, tax and estate planning, risk management, and client-specific investment strategies, typically delivering comprehensive plans and reviews on a fixed-fee basis.

Nicholas Caramanica is a Certified Financial Planner® and holds a Series 63 designation with 13 years of industry experience. He is the principal of Arlington Wealth Planning, LLC, where he has worked since 2012. He also owns Caramanica Consulting, LLC and Slopeside Rentals, LLC, two non-investment related businesses. Arlington Wealth Planning is a fee-only registered investment adviser serving primarily individual clients, as well as employer-sponsored retirement plans and other corporate plan sponsors. The firm provides customized discretionary asset management, financial planning, ongoing advisement, educational seminars, and contracted tax preparation services.

Francisco Anguita Veliz is a financial advisor with Amauta Financial, holding a Series 66 designation and 18 years of industry experience. He founded Amauta LLC in 2015 and previously worked at LPL Financial from 2015 to 2017. Amauta LLC provides portfolio management and financial planning primarily to individual clients, including high-net-worth individuals. The firm uses a combination of fundamental and quantitative analysis, offering discretionary portfolio management and fixed-fee financial plans while serving a geographically diverse client base, including a significant proportion of non-U.S. clients.

J Knight is a CFP® with 24 years of industry experience and is the sole advisor at Winston Paul Capital Management, Inc. He has held roles at several firms, including Research Financial Strategies and Sword & Shield Insurance Group, and maintains ownership of Knight Chow Construction Services, a construction materials provider. His outside business activities also include acting as a licensed insurance agent and involvement in a business support service. Winston Paul Capital Management, Inc. offers discretionary asset management and financial planning primarily to individual investors and qualified retirement plans. The firm employs fundamental and technical analysis for portfolio construction and provides ERISA 3(21) services, including investment policy statement development and participant education for retirement plans.

Christine Mistr is a CFP® and holds a Series 65 license with 19 years of industry experience. She has been with Dominion Financial Consultants, LLC since 2006. Dominion Financial Consultants provides comprehensive financial planning and wealth management services to individuals, retirement plans, trusts, estates, nonprofits, corporations, and small businesses. The firm combines investment advisory, accounting, and legal/tax services, offering diversified asset allocation and business consulting tailored to a small client base.

James Knochenmus is a CFP® professional with four years of experience, currently serving as the sole advisor at Vitality Planning, LLC. He has prior experience at CapTech Ventures, Inc. and is president of Cavalier International Investments, LLC, a real estate development company. Vitality Planning serves individual and high-net-worth clients with tailored investment management and comprehensive financial planning, emphasizing strategic asset allocation with flexibility for tactical adjustments and client-specific ESG considerations. The firm maintains a small client roster and offers ongoing subscription-style planning alongside discretionary portfolio management.

Paul Collinson is a CFP® professional with 14 years of experience in financial advising. He has been with Legacy Planning Advisors, LLC since 2011. He is a member of the Garrett Planning Network Alliance, a nonprofit organization supporting fiduciary and fee-only financial advice. Legacy Planning Advisors, LLC provides personalized financial planning and investment advice to individuals, trusts, estates, and small businesses. The firm operates on a fee-only basis, offering tailored services such as comprehensive plans, ongoing advisory agreements, or limited-scope hourly engagements, with clients retaining control of their assets.

Earl King is a CFP® with three years of experience at E. Roger Financial Group, where he serves as the sole advisor. He has held roles at American Express Financial Advisors Inc. and IDS Life Insurance Company since 1998 and has worked with the District of Columbia Government since 2016 as a Business Procurement Specialist, providing guidance to small businesses on government contracting opportunities. E. Roger Financial Group offers financial planning, investment advisory, and small-business retirement plan services to individuals, businesses, trusts, estates, and nonprofits. The firm uses model-based portfolio advice with client-approved trades and provides subscription-based financial planning combined with insurance brokerage services.

Alessandro D'agaro is a CFA charterholder and principal of D'Agaro Financial Advisory LLC, an independent advisory firm based in Alexandria, VA. He has one year of experience at his current firm and previously worked for six years at Thrivent Asset Management. D'Agaro Financial Advisory LLC provides investment management and comprehensive financial planning services to individual and high-net-worth clients on a fee-only, fiduciary basis. The firm integrates fundamental equity analysis with Modern Portfolio Theory, primarily using passive funds and ETFs, and offers flexible planning options including project-based engagements.

Vincent Lucas is a financial advisor and CPA based in McLean, Virginia, with over 20 years of industry experience. He is the sole advisor and owner of Vincent C. Lucas, C.P.A., P.C., where he has worked since 1990. In addition to his advisory role, he holds a management position at Lucas, Moreland and Mastbrook, Inc., a tax and accounting firm with which he has been associated since 2011. His firm provides personalized financial planning and investment advisory services to individuals, small business retirement plans, trusts, estates, and other entities. As a CPA-operated registered investment adviser with affiliated accounting and insurance services, the firm emphasizes tax-conscious portfolio construction, long-term asset allocation, and diversification, managing a select client base with a focus on mutual funds, ETFs, equities, and bonds.

Marjorie Burnett is a CFP® professional with 19 years of industry experience, operating MAB Financial Planning since 2006. She holds Series 65 registration and has a background that includes legal and accounting credentials, though she does not currently practice in those fields. MAB Financial Planning is an independent, fee-only sole proprietorship providing comprehensive financial planning services to individuals and families. The firm focuses on Financial Life Planning using established tools to align advice with clients’ values and life goals, and offers investment guidance based on academic principles without managing client assets or providing discretionary authority.