David Nanigian is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Mount Ararat Financial Services LLC. His prior roles include positions with the CFP Board and academic appointments at San Diego State University and California State University, Fullerton. Mount Ararat Financial Services LLC focuses on financial planning, fund selection, and advisory services primarily for Armenian-American clients and provides a Fractional Chief Investment Officer service to other advisory firms. The firm emphasizes Strategic Asset Allocation based on Modern Portfolio Theory and operates mainly on a non-discretionary basis without taking custody of client assets.

Peter Keefe is a CFA® charterholder with 20 years of industry experience. He is currently with Rockbridge Capital Management, where he has worked since 2024, and previously spent 33 years at Avenir Corporation. Rockbridge Capital Management provides discretionary investment management to individuals, families, institutions, trusts, retirement plans, and pooled investment vehicles. The firm emphasizes fundamental research to identify businesses with high returns on invested capital and skilled capital allocators, offering both long-only separately managed accounts and pooled funds that may use short positions, derivatives, hedging, and leverage.

Colleen Harrington is a CFP® with four years of industry experience. She has worked at Longview Financial Advisors, LLC, Apella Wealth, Facet Wealth, Inc., Armstrong, Fleming & Moore, Inc., and previously held a position at MedStar Georgetown University Hospital. Longview Financial Advisors provides investment management and financial planning primarily to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and institutional ERISA retirement plans. The firm uses an evidence-based, strategic asset allocation approach centered on passive ETFs and Dimensional Funds Advisors products, supplemented by active managers when appropriate.

Daisia Mc Crae is a financial advisor at Bartley Financial Advisors, LLC with a Series 65 credential and one year of industry experience. She previously worked at Concord Wealth Partners and has held positions at the University of Maryland Eastern Shore and the Department of Agriculture. Bartley Financial Advisors provides personalized financial planning and discretionary investment management for individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a fee-only model and combines strategic and tactical asset allocation using a mix of passive and active investment strategies, alongside specialized custody and reporting practices.

Christopher Brugel is a CFA® charterholder with 25 years of industry experience and has been with Grey Owl Capital Management, LLC since 2009. He operates out of Arlington, VA, and holds Series 63 and Series 65 licenses. Grey Owl Capital Management provides discretionary portfolio management and advisory services to individual clients, including both high-net-worth and non‑HNW households, managing approximately $47.7 million across 33 client relationships. The firm’s two-advisor team publicly discloses historical performance results, a practice uncommon among similarly sized supported firms.

Joseph Cope is a CFP® with 22 years of industry experience, currently serving as a managing partner and adviser at Cope Connelly in Arlington, VA. He has held roles at XPS Capital LLC, Jarred Bunch Consulting, Park Avenue Securities, Guardian Life Insurance Company, and First Financial Group. In addition to his advisory work, he is a general partner responsible for public relations at Prosomnus Sleep Technologies. Cope Connelly serves individuals, pension and profit-sharing plans, and business entities, providing discretionary portfolio management, comprehensive financial planning, and private placement consulting. The firm employs a long-term trading approach centered on charting and technical analysis, performs regular portfolio reviews, and is involved in special-purpose vehicles and private-fund structures.

Paula Pass is a Certified Financial Planner (CFP®) with 13 years of industry experience. She is currently with Arkagos Advisors & Asset Management, Inc., where she has worked since 2021. Her prior experience includes roles at Brookstone Capital Management, Center Street Advisors, and Wells Fargo Clearing. Outside of her advisory role, she operates as an independent insurance agent specializing in fixed insurance products. Arkagos Advisors & Asset Management serves individual and high-net-worth clients by providing portfolio management, comprehensive financial planning, and access to private investments. The firm uses model-based allocations and a combination of technical, fundamental, and modern portfolio theory approaches tailored to client objectives, offering both discretionary and non-discretionary portfolio management.

Robert Lee is a CFA® charterholder with 14 years of industry experience. He has worked at Doxa Capital, LLC since 2015 and previously spent three years at Morgan Stanley. Lee holds a Series 66 license and is based in Arlington, VA. Doxa Capital, LLC provides discretionary and non-discretionary portfolio management and advisory services to individuals, charitable organizations, and corporate profit-sharing plans. The firm manages approximately $71 million across around 75 client accounts and offers two primary investment programs: a passive, rules-based ETF allocation strategy and a more active, tactical management option.

Garry Bishop is a financial advisor at ProFocus Incorporated with one year of industry experience. He holds a Series 65 credential and previously worked for the Department of Defense for 13 years. ProFocus Incorporated serves individual clients, including high-net-worth households, as well as pension plans and business entities, offering fee-based investment advisory and financial planning alongside business management and consulting services. The firm employs a tactical allocation strategy using fundamental analysis and a diverse mix of securities, managing portfolios primarily on a discretionary basis.

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.

Nicholas Boyd is a financial advisor at Calvert Wealth Management, Inc. with 8 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Calvert Wealth Management since 2018, as well as APW Capital, Inc. and Addison Group. Calvert Wealth Management, Inc. serves individuals, trusts, estates, charitable organizations, profit-sharing plans, and business entities, managing approximately $189.6 million across about 360 client relationships. The firm emphasizes asset allocation using core model portfolios across various risk levels and employs discretionary portfolio management, financial planning, and institutional wealth management services.

Tiffany Blackburn is a financial advisor at Arkagos Advisors & Asset Management, Inc., holding a Series 65 designation. She has been with Arkagos since 2024 and has experience working in related roles, including at Vector Wealth Strategies and Henmead Enterprises, Inc. Blackburn is also affiliated with George Mason University for the years 2023 to 2025. Arkagos Advisors and Asset Management serves individual and high-net-worth clients by offering portfolio management, comprehensive financial planning, and access to private investments. The firm uses model-based allocations combining technical, fundamental, and modern portfolio theory techniques tailored to clients’ objectives and risk tolerance, with a notable focus on private placement investments alongside traditional advisory services.

Frederick Hubach is a CFP® professional with six years of industry experience. He is currently with Generational Private Wealth, where he has worked since 2025. His prior experience includes roles at Belgrade Wealth Management LLC, Hemington Wealth Management, and Andersen. Generational Private Wealth serves high-net-worth individuals, trusts, retirement plans, and nonprofit entities, offering discretionary investment management and advanced financial planning. The firm emphasizes strategic asset allocation, diversification, and fundamental analysis, managing approximately $263 million across 49 client relationships.

Gillian Curran is a CFP® professional with 21 years of experience in financial advising. She has been with Prospect Financial Group LLC since 2004. Outside of her advisory work, she is an owner of a rental real estate business in Ocean City, New Jersey. Prospect Financial Group LLC provides fee-only financial planning and discretionary investment management to individuals, personal trusts and estates, and small-business retirement plans. The firm operates as a fiduciary, employing a strategic asset allocation approach primarily using mutual funds and ETFs, and also offers retirement-plan consulting services alongside individual wealth management.

John Coleman is a financial advisor at Piedmont Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his role in financial advising, Coleman owns Commonwealth Business Services, a CPA and tax preparation firm. Piedmont Wealth Management is a fee-only financial planning and investment management firm serving trusts, foundations, pension plans, and corporate/household accounts. The firm offers personalized financial planning, discretionary and non-discretionary portfolio management, and consulting, with a focus on institutional and trust/corporate relationships and coordinated services through affiliated financial and accounting entities.

Michael Schwartz is a financial advisor with MZ Capital, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has worked at MZ Capital Management since 2018 and previously held roles at Securities America Advisors, Inc., Securities America, Inc., and Master's Financial Associates. Outside of advising, he owns Home Instead Senior Care and serves as a regional leadership council member for Messiah College. MZ Capital Management provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a passive, asset-class allocation strategy using institutional funds with a buy-hold-rebalance approach and offers ongoing portfolio supervision, written planning reports, newsletters, and client seminars.

Ross Anderson is a CFP® with 18 years of industry experience and is currently with Craftwork Capital LLC, where he has worked since 2020. Prior to that, he spent six years at Motley Fool Wealth Management. Outside of financial services, he is the owner of Anderson Entertainment, a DJ services business he has operated since 2001. Craftwork Capital primarily serves individual and high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm offers financial planning, discretionary portfolio management, and access to third-party digital platforms, utilizing model portfolios, separately managed accounts, and AI tools to support portfolio construction and ongoing management.

Lisa Pendley is a CFP® professional with 17 years of industry experience, currently serving as an advisor at 8th Street Investments, LLC since 2008. She works out of Alexandria, VA, and is part of a two-advisor team at the firm. 8th Street Investments provides discretionary portfolio management and standalone financial planning to individuals, trusts, estates, corporations, and charitable organizations. The firm employs fundamental analysis and tailored asset-allocation strategies, combining long-term holdings with active trading and derivative instruments within discretionary mandates.

Charles Harris is a financial advisor with First Georgetown Securities, Inc. in Alexandria, VA, holding Series 63 and Series 65 designations and over 45 years of industry experience. He has been with First Georgetown Securities since 1982. Outside of finance, he produced and stars in a YouTube TV pilot titled "Becoming Van Vlack," a project unrelated to his advisory work. First Georgetown Securities provides discretionary managed-account services primarily to individual and high-net-worth clients, using growth, growth-and-income, and income strategies. The firm emphasizes tactical asset allocation informed by fundamental and technical analysis and regularly monitors accounts to manage risk.

Tomasz Cymer is a CFP® and CFA® with 19 years of experience in financial advising. He is the principal of Opulen Financial Group, LLC, an independent advisory firm he has led since 2014, and has operated as a sole proprietor since 2009. In addition to his advisory work, Cymer holds a licensed insurance agent role, spending part of his time on life, disability, and long-term care insurance sales. He is also involved in educational seminars and teaching through a separate corporate entity. Opulen Financial Group serves individuals, high-net-worth clients, and corporations with portfolio management, comprehensive financial planning, and retirement plan services. The firm emphasizes documented investment policies, fundamental analysis, and combines direct management with third-party platform oversight, while offering ERISA 3(21) fiduciary services and participant education.