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.

Edrees Feda is the sole advisor at Lucrum Capital Advisors, holding Series 65 and Series 63 licenses with three years of industry experience. He has held leadership roles across multiple affiliated companies, including serving as President and CEO of several holding companies and real estate brokerages. Feda is also a principal broker licensed in multiple states and oversees private investment management and securities broker-dealer operations focused on alternative investments. Lucrum Capital Advisors is a state-registered investment advisor specializing in asset management and advisory services for alternative investments, particularly private real estate–related securities and funds. The firm serves institutional-style, family office, and high-net-worth clients with a focus on asset-level underwriting, acquisitions support, and portfolio monitoring.

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.

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.

Nevin Kaul is a financial advisor at Kirk Capital Advisors LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Ategra Capital Management, LLC and 1st Portfolio, Inc. since 2012. Kirk Capital Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, using firm-developed model portfolios and discretionary oversight of certain held-away retirement accounts. The firm employs a mix of modern portfolio theory, fundamental, and technical analysis in its investment approach and sponsors a wrap-fee program with institutional custody relationships.

Ben Avor is a CFA® charterholder with experience in financial services roles dating back to 2017. He currently serves as managing partner at Adnate Credit Opportunities GP I, LLC and is involved in managing multiple investment entities within the Adnate Capital group. Prior to founding Adnate Capital Management LLC, he held positions at Midcap Financial Services LLC, Capital One Bank NA, and JP Morgan Bank NA. Adnate Capital Management LLC advises private pooled investment vehicles focused on private credit, emphasizing senior-secured lending to U.S. middle-market companies through a bottom-up, credit-focused investment approach that integrates ESG considerations and risk-mitigation tools. The firm provides discretionary management primarily to funds and plans to offer separately managed accounts to high-net-worth individuals, family offices, trusts, and institutional clients.

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.

Tyler James is a financial advisor with The Scott S. James Company in Falls Church, VA. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Market America and has experience in education at Union College and Falls Church High School. The Scott S. James Company manages approximately $139 million for a diverse client base including individuals, small businesses, charities, trusts, and estates. The firm offers customized financial planning and portfolio management services, employing both fundamental and technical analysis alongside modern portfolio theory.

David Young is a financial advisor with Clarion Wealth Management Partners in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Clarion since 2009, following a tenure at Commonwealth Financial Network, and briefly worked at Eversource Wealth Advisors. In addition to his advisory role, he is licensed to sell non-variable insurance and annuities in Virginia. Clarion Wealth Management Partners serves individuals, families, small business owners, nonprofits, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm provides both discretionary and non-discretionary portfolio management, utilizing tools like Morningstar and Riskalyze, and offers educational seminars alongside integrated planning services.

Policarpio Sanchez is a CFP® professional with 24 years of industry experience. He is a principal at Sanchez & Zures, LLC, where he has worked since 2006. Prior to that, he spent nine years with UFC Gym. Sanchez & Zures, LLC provides investment management and financial planning services to individual and high-net-worth clients. The firm follows a long-term, passive investment approach emphasizing asset allocation and primarily uses exchange-traded funds, offering portfolio construction, ongoing rebalancing, and written financial plans.

Victoria Birks Styron is a financial advisor at Birks Financial Corp. with a Series 65 designation and three years of industry experience. Prior to joining Birks Financial in 2021, she worked at Arthritis and Sports and held positions at Gardner Webb University and Loudoun County Public Schools. Birks Financial Corp. is an independent, fee-only investment adviser specializing in retirement-focused financial planning and portfolio management for individual clients and trusts, particularly high-net-worth households. The firm uses a long-term, fundamentally driven investment approach with model portfolios primarily composed of no-load mutual funds and provides advice on a non-discretionary basis.

Daniel Serra is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at SageVest Wealth Management since 2021. Prior to joining SageVest, he worked for seven years at Chevy Chase Trust Company. He also serves as an adjunct faculty member in higher education at Southern New Hampshire University. SageVest Wealth Management is an independent, fee-only firm that provides discretionary investment management and coordinated financial planning services to individuals, families, trusts, charitable accounts, and small businesses. The firm manages diversified, multi-asset class portfolios using no-load mutual funds, ETFs, and individual bonds, combining fundamental analysis with research-driven tactical adjustments without market timing.

Jennifer Myers is a CFP® and Series 65 credentialed advisor with 29 years of industry experience. She has been with Sage Financial Management Group, Inc., now known as SageVest Wealth Management, since 2007. SageVest Wealth Management is an independent, fee-only advisory firm serving individuals, families, trusts, charitable accounts, and small businesses. The firm manages approximately $423 million in discretionary assets with a team of four advisors and employs diversified, multi-asset class portfolios that combine fundamental analysis with limited technical analysis, supported by an independent consulting firm.

Richard Allridge is a CFP® with 26 years of industry experience. He has been with Allridge Wealth Management, P.C. since 2002 and previously worked at Century Financial Group, LLC. Allridge Wealth Management, Inc. is an independent, fee-only firm offering customized investment management and advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm manages client portfolios on a non-discretionary basis and emphasizes client-directed implementation supported by fundamental and technical analysis.