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.

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.

Patricia Houlihan is a CFP® with 23 years of industry experience and has been with Houlihan Financial Resource Group, Ltd. since 1999. She holds Series 63 and Series 65 licenses and is based in Ashburn, VA. Houlihan Financial Resource Group, Ltd. is a privately owned advisory firm offering discretionary portfolio management and integrated financial planning to individuals, trusts, foundations, pensions, and corporations. The firm primarily serves high-net-worth clients using an in-house management model and implements portfolios through five internal investment program categories.

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.

Matthew Miller is a financial advisor at Empire Advisors Wealth Management LLC in Fairfax, VA, with seven years of industry experience. He holds a Series 66 designation and has worked at Avantax Advisory Services, Inc. and Avantax Investment Services, Inc. He is also the owner of Miller Consulting Group, LLC, which provides accounting and tax preparation services, and serves on advisory boards for Truist Bank, George Mason University, and Radford University. Empire Advisors Wealth Management LLC offers portfolio management and investment consulting primarily to individual and high-net-worth clients. The firm uses a combination of analytical methods and a long-term trading approach to deliver customized investment strategies and ongoing portfolio monitoring.

Goeun Choi is a CFP® professional with seven years of experience in the financial advisory industry. She is currently with Buchanan Wealth Management, where she has worked since 2018, and has prior experience at LPL Financial LLC. In addition to her advisory role, she has held positions outside finance, including at Freddy's Frozen Custard & Steakburgers and United We Dream. Buchanan Wealth Management provides wealth management and financial planning services primarily to individual and high-net-worth clients, focusing on retirement objectives. The firm uses an asset-allocation driven approach, combining efficient-market strategies with quantitative and qualitative analysis, and offers discretionary portfolio management alongside financial and retirement plan consulting.

Kevin Mcloughlin is a CFP® professional with six years of industry experience, currently advising at Trio Wealth Management, LLC. His prior experience includes roles at Chain Bridge Bank, United Capital Financial Advisers, Arista Wealth Advisors, and Capital Financial Services. Trio Wealth Management is a fee-only, SEC-registered advisory firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm combines strategic asset allocation and a mix of passive and active investment vehicles with options to delegate management to independent third-party managers while maintaining supervisory oversight.

Ehab Selim is a financial advisor at Investology Inc. with 21 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Investology in 2017, he worked at Lincoln Financial Advisors, New England Securities, Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley Dw Inc. In addition to his advisory role, he is an agent offering various insurance products through Synergy Consulting. Investology serves individuals, trusts, estates, charitable organizations, and business entities with portfolio management and investment policy development. The firm employs a multi-faceted investment process within a modern portfolio theory framework and is affiliated with an accounting firm that provides related insurance and accounting services.

Stephen Moss is a financial advisor at Pegasus Financial Group LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Capital Planning & Investments and The Strategic Financial Alliance, Inc. Outside of his advisory work, he owns a consulting business focused on aging-related services. Pegasus Financial Group serves individuals, estates, trusts, businesses, and retirement plans with discretionary portfolio management and financial planning. The firm emphasizes customized portfolios using low-cost, diversified mutual funds and ETFs, applying fundamental analysis with a long-term orientation and offers formal retirement-plan advisory services.

Matthew Buchanan is a financial advisor with Buchanan Wealth Management in Reston, VA, holding a Series 66 designation and 23 years of industry experience. He previously worked at LPL Financial for 21 years before founding Buchanan Wealth Management in 2022. Buchanan Wealth Management provides wealth management and financial planning services primarily to individual and high-net-worth clients, with a focus on retirement objectives. The firm employs an asset-allocation approach combining efficient-market strategies with quantitative and qualitative analysis, managing portfolios largely composed of mutual funds, ETFs, and selected individual securities.

Mehrdad Tafazoli is a financial advisor at Integrated Financial Solutions, Inc. with 37 years of industry experience. He holds the ChFC® designation and has worked previously with FSC Securities Corporation and PPG Pension Administrators, LLC. He is also a partner in a third-party retirement plan administration firm. Integrated Financial Solutions serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm uses a risk-tolerance questionnaire and portfolio-optimization tools to construct individualized portfolios and manages over $300 million in assets across more than 200 client accounts.

Samantha Grieco is a financial advisor at T.M. Wealth Management with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley Private Bank, Bank of America, Merrill Lynch, E*TRADE Securities, and Charles Schwab Bank. Grieco serves as vice president of events for the Washington, DC chapter of the Association of Latino Professionals for America, a volunteer-based nonprofit organization. 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, applying a documented investment process that incorporates fundamental analysis, modern portfolio theory, and technical analysis.

Bradley Wilks is a financial advisor at Revolution Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PBMares Wealth Management and PBMARES Insurance Solutions. Wilks is also an Independent Insurance Agent. Revolution Wealth, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, quantitative, and technical analysis guided by modern portfolio theory, offering discretionary portfolio management and tailored Investment Policy Statements.

Scott Kaplan is a Certified Financial Planner® with 27 years of industry experience. He is the principal of Kaplan Wealth Management, Inc. in Reston, VA, where he has worked since 1998, and has also been affiliated with LPL Financial since 2013. Kaplan Wealth Management serves individuals, trusts, estates, and business entities with comprehensive financial planning and discretionary wealth management. The firm manages approximately $83.4 million for about 214 clients, tailoring portfolios based on risk tolerance and time horizon using a combination of mutual funds, ETFs, independent managers, and algorithmic model portfolios.

Mark Weber is a financial advisor at DecisionMap Wealth Management, LLC with 22 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and previously worked at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. Weber is also a licensed insurance agent selling fixed insurance products. DecisionMap Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment approach that combines passive and active strategies, incorporating fundamental, technical, and cyclical analysis tailored to each client's objectives and risk tolerance.

Patrick Knowles is a Series 65-licensed advisor at The Knowles Company, LLC with over 26 years of prior experience at CGI before joining his current firm in 2026. He is based in Oakton, VA and has one year of experience with The Knowles Company. The Knowles Company is a fee-only, state-registered investment adviser serving individuals, families, trusts, estates, small businesses, and retirement plans. The firm focuses on comprehensive financial planning and primarily manages portfolios on a non-discretionary basis using low-cost mutual funds and ETFs, while providing detailed monitoring, tax-loss harvesting, and client reporting.

Travis Johnson is a CFP® professional with nine years of industry experience. He has worked at Generational Private Wealth since 2025 and previously spent eight years at Hemington Wealth Management, LLC. Generational Private Wealth serves high-net-worth individuals, trusts, retirement plans, and nonprofit entities by providing discretionary investment management, wealth management, and advanced financial planning. The firm emphasizes strategic asset allocation, diversification, and fundamental analysis, managing approximately $263 million in assets across 49 client relationships.

Emily Burke is a financial advisor at Birch Street Financial Advisors in Vienna, VA, holding a Series 65 designation with one year of industry experience. Prior to joining Birch Street Financial Advisors, she worked at FS-ISAC and has a background that includes roles in consulting and nonprofit organizations. Outside of her advisory role, she is involved with Pura Vida Enterprises and Ballston Crossfit. Birch Street Financial Advisors provides investment management and financial planning services to individuals, trusts, and high-net-worth clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs and manages client portfolios primarily through third-party sub-advisers and turnkey asset management platforms.

Jason De Lorenzo is a financial advisor at AD Deum Funds, LLC with eight years of industry experience. He holds a Series 65 designation and has prior experience with Regulus Group, LLC and Management, Consulting, and Research LLC. Outside of his advisory role, he contributes options trading analysis and publishes articles through subscription-based platforms focusing on biotech, pharmaceuticals, and behavioral economic methodologies. AD Deum Funds primarily serves individual investors with discretionary portfolio management, investment planning, and sub-advisory services. The firm employs an options-centric investment approach using option dealer positioning signals and algorithmic tools, offering tailored strategies including derivatives and leverage to align with client risk tolerance and objectives.

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.