Deborah Marson is the owner and sole financial advisor at Investment & Resource Planning with 27 years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2002. Outside of her advisory work, Marson is involved in animal rescue as a foster caregiver for homeless dogs. Investment & Resource Planning is a small registered investment adviser that primarily places client assets with third-party managers and model programs, while providing standalone financial and divorce/separation planning services. The firm also offers educational seminars and workshops to community and professional audiences as part of its client outreach.

John Corry is the sole principal of Arete Capital Management in Alexandria, VA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He previously worked at Wells Fargo Clearing from 1999 to 2003 before founding Arete Capital Management, where he has been practicing since 2003. Arete Capital Management is an independent registered investment adviser serving individuals and small businesses with asset allocation and portfolio management across cash, fixed income, equities, mutual funds, and ETFs. The firm combines fundamental and technical analysis, utilizes third‑party research providers, and conducts quarterly account reviews.

Michael Liss is a financial advisor at Heronwood Capital LLC in Washington, DC, holding the Series 66 credential with 15 years of industry experience. Before founding Heronwood Capital in 2017, he worked at Alex Brown, a division of Raymond James & Associates, Inc. He is involved in managing a polo team through MSL POLO LLC and serves on the investment committees of the Jewish Community Center of Greater Washington and the Charles E. Smith Jewish Day School. Heronwood Capital serves individual, trust, institutional, corporate, and charitable clients with tailored consulting and asset management services. The firm offers a client-specific investment approach across various asset classes and typically manages assets on a non-discretionary basis, often acting as a third-party advisor to existing advisor/client relationships.

Roger Ma is a CFP® professional affiliated with lifelaidout LLC, bringing two years of industry experience. His prior roles include positions at Capital One and Google. Outside of advisory services, he is involved in public education through seminars and finance-related content production. lifelaidout LLC offers comprehensive and project-based financial planning and investment management services to individual clients and small business owners. The firm emphasizes a passive, asset-allocation approach using diversified portfolios primarily composed of index mutual funds and ETFs, integrating investment recommendations with broader financial planning considerations.

David Spence is a financial advisor at Palladium Wealth Management, LLC with 40 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Purshe Kaplan Sterling Investments, United Income, Inc., Wealthcare Advisory Partners LLC, and LPL Financial. Outside of advisory work, he is the owner and CEO of Tax Free Tutors, an educational video course business focused on taxes, debt, and fixed life insurance. Palladium Wealth Management primarily serves pooled and institutional investors, as well as individual and high-net-worth clients, offering portfolio management and financial planning. The firm employs a modern portfolio theory-based investment process with both long-term and short-term strategies, advising on mutual funds, ETFs, fixed income, private placements, and insurance products.

Gigi Mathews is a financial advisor at Artha Investments L.L.C. with a Series 65 designation and experience in various roles at Accenture, U.S. Financial Technology, and Hilton. Mathews has been with Artha Investments since 2019. Artha Investments L.L.C. provides discretionary portfolio management and individualized investment planning for individual and high-net-worth clients, focusing on a long-term, buy-and-hold strategy emphasizing U.S. and foreign equities, with bonds and REITs as secondary holdings. The firm requires the use of its recommended custodian and manages accounts on an individual basis.

John Brittingham is a CFP® with 15 years of experience in financial advising. He is the principal advisor at Stock Plan Advisory Group LLC, where he has worked since 2021, following a seven-year tenure at Voya Financial Advisors, Inc. Outside of his advisory work, he serves as treasurer for Del Ray United Methodist Church in Alexandria, VA. Stock Plan Advisory Group LLC provides discretionary asset management, ongoing financial planning, and consulting primarily to individual clients, including corporate executives. The firm specializes in employer equity compensation and stock plans, offering tailored investment strategies that incorporate both fundamental and technical analysis, along with regular educational seminars and workshops.

Yu Krisko is a CFP® with 19 years of industry experience and currently operates YZ Financial Advisors LLC, an independent firm based in Vienna, VA. Prior to founding YZ Financial Advisors in 2021, he held roles at Purshe Kaplan Sterling Investments, Lincoln Financial Advisors Corporation, and Morgan Stanley Smith Barney LLC. Outside of advising, Krisko is also involved as a licensed insurance agent and runs a financial education platform. YZ Financial Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses. The firm offers a Retirement GPS program with discretionary investment management and a Financial Fitness coaching program without discretionary trading, managing approximately $9.4 million for about 22 clients. Portfolio construction combines fundamental and technical analysis, utilizing a range of investment vehicles, and includes discretionary management of 529 college savings plan accounts.

Michael Bryant is a financial advisor at First Perspective Capital LLC with one year of industry experience. He has worked at Digital Realty, Inc. since 2014, where he currently oversees datacenter operations for a publicly traded real estate investment trust. First Perspective Capital LLC provides discretionary portfolio management, financial planning, and pension and employee benefit plan consulting to individuals, high-net-worth clients, and corporate entities. The firm employs multiple methods of analysis and generally implements long-term trading strategies under discretionary authority, offering pension consulting services that include manager selection, monitoring, and written plan documentation.

Joseph Bonaccorsy is a CFP® professional with 24 years of experience in the financial services industry. He has been with Core Advisory, LLC since 2005 and is licensed to sell various insurance products, spending approximately 80% of his time on insurance activities. He holds Series 63 and Series 65 licenses. Core Fiduciary Advisors provides financial planning, investment advisory, and pension consulting services to institutional clients such as small-business retirement plans, corporate pension plans, and charitable organizations. The firm focuses on selecting and monitoring third-party institutional managers and coordinates with other professional advisors for estate, tax, and risk-management planning.

Mark Dickson is a CFA® charterholder and the principal advisor at Tyndale Investments, LLC with 17 years of industry experience. He also operates a separate CPA practice providing tax and financial consulting services. Mark has managed Tyndale Investments since 2014 and has been a sole proprietor of his CPA practice since 2004. Tyndale Investments offers discretionary investment management to individuals, families, and not-for-profit organizations, including ERISA plans. The firm uses portfolios primarily composed of exchange-traded funds tailored to client-specific investment policies and provides comprehensive account administration, financial planning, and consulting services.

Lisa Whitley is the principal of MoneyByLisa LLC, an independent advisory firm based in Washington, DC. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to founding her firm, she worked at Cape Fox Facilities Services and Your Money Line, Inc., and spent 18 years with the US Agency for International Development. Outside of her advisory work, she volunteers with Catholic Charities Financial Stability Network, providing financial coaching. MoneyByLisa LLC offers one-on-one financial coaching and written financial plans for individuals and families, focusing on areas such as cash flow, retirement, education funding, and estate planning. The firm emphasizes mindfulness, flexibility, and simplicity in its customized planning approach and does not provide portfolio management or asset custody.

Wesley Stien is a CFP® and holds a Series 66 designation with 18 years of industry experience. He has been the sole advisor at Lodestar Financial Management, LLC since 2010. Lodestar Financial Management is a fee-only independent advisory firm serving individuals, families, and small business owners with comprehensive financial planning. The firm emphasizes asset allocation, diversification, and balancing long-term growth, liquidity, and income needs, typically recommending mutual funds, ETFs, and fixed-income instruments while managing client accounts primarily on a non-discretionary basis.

Michael Francis is the sole advisor at Francis Wealth Solutions, LLC, an independent firm based in West Springfield, VA. He holds a Series 65 designation and has five years of industry experience. In addition to his advisory role, Mr. Francis serves as a lead scientist consultant at Booz Allen Hamilton, where he works on computational physics, theoretical physics, artificial intelligence, and machine learning. Francis Wealth Solutions provides investment and wealth management services to individuals, high-net-worth clients, and businesses, managing discretionary portfolios that include stocks, mutual funds, bonds, and municipal securities. The firm utilizes a combination of fundamental, technical, quantitative, and qualitative analysis with an academically grounded approach focused on long-term planning aligned with clients’ time horizons and legacy goals.

Ferris Ahn is a financial advisor with Alpha Capital Wealth Advisors, LLC in McLean, VA, holding Series 63, 65, and 66 designations and 19 years of industry experience. His prior roles include positions at Wells Fargo Advisors, HSBC Securities, USAA Financial Planning Services, and Merrill, among others. Ahn is also a licensed insurance agent, spending a portion of his time engaged in that activity. Alpha Capital Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and other investment advisers. The firm employs a variety of analytical methods and offers pension consulting services, focusing on both long-term and short-term trading strategies, with an emphasis on institutional-type clients.

Andrew Clegg is a financial advisor at Greenhouse Investments LLC with a Series 66 credential and one year of industry experience. Prior to joining Greenhouse Investments, he worked at Equitable Advisors and Christine Angles Insurance Agency. Outside of finance, he is a self-published author and an independent music artist performing under the name Rocky Ripple. Greenhouse Investments LLC is a discretionary asset manager serving individual and high-net-worth clients. The firm employs fundamental, cyclical, and quantitative analysis in managing portfolios, which may include a range of investment strategies and is overseen through quarterly compliance reviews.

Abraham Mcallister is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Arm Financial LLC since 2007, serving as its sole advisor. Arm Financial LLC is an independent SEC-registered investment adviser that manages approximately $49 million for a limited client base, offering discretionary portfolio management and financial planning services. The firm also acts as general partner and investment manager of a private pooled fund targeting venture capital, commercial real estate, and other private investments, employing strategies that utilize derivatives, futures, and leveraged ETFs.

Anthony Reynolds is a CFP® and holds a Series 66 license with 12 years of industry experience. He is the sole advisor at CoreTegic Capital, LLC, where he has worked since 2017. Prior to that, he held advisory roles at Private Advisor Group, Llc, Lpl Financial LLC, and TrueNorth Wealth Management. He also serves as a Commander in the Iowa National Guard, a role involving project planning and operations management. CoreTegic Capital provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm emphasizes asset-allocation-driven strategies using passive index funds and ETFs and offers both ongoing comprehensive planning and project-based engagements, with a focus on educational outreach through seminars and speaking engagements.

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.

Robert W. Mitchell, III is a CFP® professional with 27 years of experience, operating through MITCO Asset Management in Vienna, VA. He has managed his accounting practice, Robert W. Mitchell, III, CPA PC, since 2001 alongside his advisory work. Outside of advisory services, he holds significant ownership interests in multiple commercial real estate LLCs, actively managing tenant relations and property operations. MITCO Asset Management provides non-discretionary investment supervisory services and financial planning to individual, institutional, and corporate clients, including sovereign wealth funds. The firm constructs diversified portfolios tailored to client objectives and offers access to private investment opportunities with performance-based fee structures.