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.

Daniel Cooper is an associate advisor at Brighter Financial Capital Management, LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Madison Avenue Securities and Kalos Capital, Inc. He is also involved with Clark & Associates, Inc. Financial Solutions, where he serves as an insurance agent and paraplanner. Brighter Financial Capital Management provides investment and financial planning services to individuals, high-net-worth clients, corporations, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management as well as specialized plan advisory and multi-tiered financial planning. The firm frequently implements client programs under discretionary authority and utilizes sub-advisors while maintaining ongoing client relationships and periodic reviews.

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 at MCG CPA LLC, where he prepares and manages tax and consulting engagements. Empire Advisors Wealth Management LLC provides discretionary and non-discretionary portfolio management to individual and high-net-worth clients, employing a long-term trading strategy based on a combination of charting, cyclical, fundamental, quantitative, and technical analysis. The firm acts as a fiduciary for retirement accounts and requires clients to maintain accounts with Charles Schwab.

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.

Mitchell Falter is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Reframe Wealth, LLC since 2021. Prior to joining Reframe Wealth, he worked at TIAA-CREF Individual & Institutional Services, LLC from 2007 to 2021. Reframe Wealth manages approximately $345.8 million for individuals, high-net-worth clients, trusts, and estates, providing discretionary wealth management, portfolio supervision, and financial planning. The firm employs a long-term asset allocation strategy based on Modern Portfolio Theory and utilizes a mix of ETFs, mutual funds, individual securities, and independent managers, with portfolio construction and trading supported by an independent sub-advisor.

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.

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 with T.M. Wealth Management in Reston, VA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Cetera Advisor Networks LLC, and Girard Securities, Inc. Seneca is also a licensed insurance agent. T.M. Wealth Management serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, retirement plan consulting, and comprehensive financial planning, using an individualized investment process that incorporates fundamental analysis, modern portfolio theory, and technical analysis.

Hilary Disher is a CFP® and holds a Series 66 designation with nine years of industry experience. She has been with CAVU Wealth Advisors, LLC since 2014. 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 employs a holistic, Investment Policy Statement–driven process, managing broadly diversified portfolios with an emphasis on long-term allocation discipline and tax-aware strategies.

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® with 12 years of industry experience, currently serving as an advisor at Piedmont Wealth Advisory. His prior roles include positions at Oakmont Wealth Advisory, Hayden Royal, Niagara International Capital Limited, and Vanguard Marketing Corporation. Piedmont Wealth Advisory provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, and estates. The firm operates as a fiduciary, constructing customized, long-term portfolios using fundamental analysis and diversified, low-cost investment instruments, and offers both discretionary and non-discretionary management along with specialized planning services.

Manjot Grewal is an advisor at Empire Advisors Wealth Management LLC with a Series 65 designation and has been active in the industry since 2014 through prior roles. He is affiliated with Miller Consulting Group, LLC, where he has worked since 2014. Empire Advisors Wealth Management LLC provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, utilizing a combination of charting, cyclical, fundamental, modern portfolio theory, quantitative, and technical analysis within a long-term trading strategy. The firm acts as a fiduciary for retirement accounts and maintains client accounts with Charles Schwab.

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.

Sharan Sawhney is a financial advisor with Empire Advisors Wealth Management LLC, holding a Series 65 license and four years of industry experience. Prior to joining Empire Advisors, she worked at Avantax Investment Services, Inc. She is also a CPA and serves as the Director of Tax Services at Miller Consulting Group, LLC, where she is involved in tax preparation and consulting. Empire Advisors Wealth Management LLC provides discretionary and non-discretionary portfolio management to individual and high-net-worth clients, preparing customized Investment Policy Statements and offering ongoing portfolio monitoring across various asset classes. The firm employs a blend of investment analysis techniques within a long-term trading strategy and acts as a fiduciary for retirement accounts.

Thomas Dudley is a financial advisor at Dudley Capital Management LLC with 53 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He has been with Dudley Capital Management since 2017. Dudley Capital Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, and retirement plans. The firm uses a variety of investment strategies, including Growth & Income, Fixed Income, and Alternative investments, and offers ongoing portfolio monitoring with at least quarterly reviews.