Edwin Knowles Jr. is a CFP® with 23 years of industry experience, serving as a principal at The Knowles Company, LLC since 2002. Located in Oakton, VA, he is one of two advisors at the firm. The Knowles Company is a fee-only, state-registered investment adviser that serves individuals, families, trusts, estates, small businesses, and retirement plans. The firm emphasizes a high-touch, consultative approach with primarily non-discretionary portfolio management using low-cost mutual funds and ETFs, alongside comprehensive financial planning and project-based consulting.

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 firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Deutsche Bank Securities Inc. He has been with Dudley Capital Management since 2016. Dudley Capital Management LLC provides discretionary portfolio management and financial planning services 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 Growth & Income, Fixed Income, Balanced, energy-focused Master Limited Partnership (MLP) strategies, and Alternatives, with a focus on ongoing monitoring 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.

Henry Hebda is a financial advisor with Birks Financial Corp., holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Birks Financial, he held academic roles at Georgetown University and Valparaiso University and worked at Hayes Locums. Birks Financial Corp. provides retirement planning and investment management services to individual and trust clients, emphasizing long-term strategies guided by risk tolerance assessments and Investment Policy Statements. The firm manages assets on a non-discretionary basis and offers estate-planning resources through a third-party platform as part of its service.

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 in MCG CPA LLC, where he is involved in tax preparation and consulting. Empire Advisors Wealth Management LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients, offering customized Investment Policy Statements and ongoing portfolio monitoring. The firm employs a multi-method analytical investment process and emphasizes a long-term trading approach.

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.

Robert Wiedemer is a financial advisor at Bull Bear Investment Management LLC in Reston, VA, with 15 years of industry experience. He holds a Series 65 designation and has worked at Bull Bear Investment Management since 2022, following eight years at Ark Financial Management, Inc. Wiedemer has also been involved with Bull Bear Publishing, formerly Aftershock Publishing LLC, since 2004. Bull Bear Investment Management provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of charting, fundamental and technical analysis, and both long- and short-term trading strategies. The firm manages approximately $66.6 million across around 142 clients and is known for its formal affiliations with other investment entities, including private pooled funds and intellectual property licensing arrangements.

I started my career in the tax arena and quickly found my passion in financial planning. In 2019, I started Birch Street Financial Advisors to provide proactive tax-focused financial advice. I help pre-retirees (5-7 years), retirees and widowers align their human and financial resources with their values, solve complex financial problems and minimize taxes to achieve financial security. My role is to be your thinking and accountability partner; empowering you to create, modify and implement financial strategies that give you the comfort to sleep at night. Since launching my firm, I have been featured in numerous publications including InvestmentNews, Money, and U.S. News & World Report to provide insight on tax law changes, Roth IRA conversion strategies, charitable giving and gift & estate planning. I speak on charitable giving strategies to help clients achieve their philanthropic endeavors in a tax optimized way. I have my CERTIFIED FINANCIAL PLANNER™; and CPA/PFS designations which support my commitment to maintaining a high standard of professionalism in my practice. I am the proud graduate of the University of VA McIntire School of Commerce with both a Bachelor's and Master's degrees in Accounting with a Specialization in Taxation. Our financial lives have many moving parts - retirement, cash flow, income tax, investment and estate planning. Each part is a different piece of a complex financial puzzle. I help client's piece the puzzle together and hone in on what's important to them about money and how they can use it to meet their goals. In my spare time, I decompress with Crossfit workouts with my husband, play never ending catch with my rescue dog Macie and experiment with native gardening.

James Birks is a CFP® certificant and holds a Series 65 license with nine years of industry experience. He is the principal at Birks Financial Corp. and has prior experience serving six years in the Virginia Army National Guard. He attended the College of William and Mary from 2013 to 2017. Birks Financial Corp. advises individual and trust clients on retirement planning and investment management, providing written financial plans, ongoing retained planning, and assistance with investment policy statements. The firm employs a long-term investment process beginning with risk-tolerance assessments and uses model no-load mutual fund allocations, managing assets on a non-discretionary basis and partnering with third-party money managers when appropriate.

Justin Ellison is a financial advisor with Demand Wealth, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Morgan Stanley and Spire Wealth Management, among others. Ellison is also involved with the Youth Interest Foundation, a nonprofit association. Demand Wealth serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services that utilize ETF-based model portfolios and digital planning tools. The firm employs fundamental analysis and modern portfolio theory, implementing both long- and short-term trading strategies as appropriate.

David Bastian is a Series 65-licensed advisor at Kingdom Capital Advisors, LLC with four years of industry experience. He previously worked at PricewaterhouseCoopers for five years and FTI Consulting for one year. In addition to advising, he contributes blog articles as an independent contractor to SeekingAlpha.com. Kingdom Capital Advisors provides discretionary portfolio management to individuals, high-net-worth clients, investment companies, and family offices. The firm focuses on a fundamentally driven, concentrated strategy in small- and micro-cap equities, employing cyclical and fundamental analysis along with active trading techniques including margin, short sales, and options.

Terence Burns is a CFA charterholder with 20 years of industry experience. He has been with Campion Asset Management, LLC since 2005. Campion Asset Management provides discretionary and non-discretionary portfolio management and investment consulting primarily for high-net-worth individuals and tax-exempt organizations. The firm employs a strategic asset-allocation framework supported by macroeconomic analysis and combines active management with passive ETFs, managing over $200 million with a low-turnover fixed income approach.

Douglas Tees is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Jason Howell Company since 2017 and previously spent eight years at Freddie Mac. The firm serves individuals, high-net-worth clients, and charitable organizations, offering discretionary portfolio management, comprehensive financial planning, and family office administrative services. Its investment approach combines a primarily passive core-and-satellite structure with value tilts, ESG screening, and alternative strategies, alongside a distinctive offering of regular paid educational seminars.

Thomas Seneca is a financial advisor at T.M. Wealth Management in Reston, VA, holding Series 63 and Series 65 licenses with 17 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Cetera Advisor Networks, Girard Securities, and My Investment Advisor. Seneca is also a licensed insurance agent. T.M. Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, and business entities, managing approximately $210 million for under 100 clients. The firm provides customized portfolio management, pension consulting, and financial planning using a combination of fundamental analysis, modern portfolio theory, and technical analysis, and offers educational seminars for various audiences.

Hilary Disher is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66 designation with 10 years of industry experience. She has worked at CAVU Wealth Advisors since 2014 and spent a year with Goldman Sachs Wealth Services prior to that. CAVU Wealth Advisors provides investment management and financial planning primarily to individual clients, including high-net-worth households, as well as small and medium institutional accounts. The firm uses a holistic, Investment Policy Statement–driven approach to build broadly diversified, tax-aware portfolios managed on a discretionary basis.

James Joseph is a CFP®, ChFC®, and PFS™ credentialed financial advisor with 30 years of industry experience. He has been with Sentinel Wealth Management, Inc. since 2002. Sentinel Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a Modern Portfolio Theory approach with diversified asset allocation using no-load mutual funds, ETFs, and alternative strategies, serving primarily clients with larger account sizes through a two-advisor team.

Sean Palmer is a financial advisor at Rechter Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience including roles at Clifton Tax Pro LLC, where he provides tax preparation services, as well as positions at L3Harris Technologies, Inc. and several other companies. Rechter Wealth Management, LLC offers portfolio management and financial planning primarily to individual clients, with occasional services for small businesses, non-profits, trusts, and estates. The firm operates all accounts on a non-discretionary basis, emphasizing tailored multi-asset allocation plans and client-approved trades executed through Fidelity.

James Sexton is a CFP® professional with 13 years of industry experience. He is currently affiliated with Piedmont Wealth Advisory and has previously worked at Oak Barrel Wealth Advisory LLC, Oakmont Wealth Advisory, Hayden Royal, Niagara International Capital Limited, and Vanguard Marketing Corporation. He holds a Series 63 license. Piedmont Wealth Advisory provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, and estates. The firm builds long-term portfolios using fundamental analysis and periodic reviews, offering customized strategies that include mutual funds, ETFs, individual securities, and third-party managers, with a focus on fiduciary responsibility and diversified, low-cost investments.

Manjot Grewal is a financial advisor at Empire Advisors Wealth Management LLC with Series 65 credentials and over 12 years of experience at Miller Consulting Group, LLC. He joined Empire Advisors Wealth Management in 2026. Empire Advisors Wealth Management LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients. The firm employs a multi-method investment process and emphasizes a long-term trading approach with documented risk-tolerance profiles.

Ryan Houlihan is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with Houlihan Financial Resource Group, Ltd. since 2000. Houlihan Financial Resource Group, Ltd. is a privately owned advisory firm providing discretionary portfolio management and integrated financial planning to individuals, trusts, foundations, pensions, and corporations. The firm serves high-net-worth and non-high-net-worth clients, managing assets through an in-house investment model that includes five internal program categories and offering both discretionary management and an automated portfolio service for smaller accounts.