John Brittingham is a CFP® with 15 years of experience in financial advising. He is the principal advisor at Stock Plan Advisory Group LLC, where he has worked since 2021, following a seven-year tenure at Voya Financial Advisors, Inc. Outside of his advisory work, he serves as treasurer for Del Ray United Methodist Church in Alexandria, VA. Stock Plan Advisory Group LLC provides discretionary asset management, ongoing financial planning, and consulting primarily to individual clients, including corporate executives. The firm specializes in employer equity compensation and stock plans, offering tailored investment strategies that incorporate both fundamental and technical analysis, along with regular educational seminars and workshops.

Yu Krisko is a CFP® with 19 years of industry experience and currently operates YZ Financial Advisors LLC, an independent firm based in Vienna, VA. Prior to founding YZ Financial Advisors in 2021, he held roles at Purshe Kaplan Sterling Investments, Lincoln Financial Advisors Corporation, and Morgan Stanley Smith Barney LLC. Outside of advising, Krisko is also involved as a licensed insurance agent and runs a financial education platform. YZ Financial Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses. The firm offers a Retirement GPS program with discretionary investment management and a Financial Fitness coaching program without discretionary trading, managing approximately $9.4 million for about 22 clients. Portfolio construction combines fundamental and technical analysis, utilizing a range of investment vehicles, and includes discretionary management of 529 college savings plan accounts.

Michael Bryant is a financial advisor at First Perspective Capital LLC with one year of industry experience. He has worked at Digital Realty, Inc. since 2014, where he currently oversees datacenter operations for a publicly traded real estate investment trust. First Perspective Capital LLC provides discretionary portfolio management, financial planning, and pension and employee benefit plan consulting to individuals, high-net-worth clients, and corporate entities. The firm employs multiple methods of analysis and generally implements long-term trading strategies under discretionary authority, offering pension consulting services that include manager selection, monitoring, and written plan documentation.

Joseph Bonaccorsy is a CFP® professional with 24 years of experience in the financial services industry. He has been with Core Advisory, LLC since 2005 and is licensed to sell various insurance products, spending approximately 80% of his time on insurance activities. He holds Series 63 and Series 65 licenses. Core Fiduciary Advisors provides financial planning, investment advisory, and pension consulting services to institutional clients such as small-business retirement plans, corporate pension plans, and charitable organizations. The firm focuses on selecting and monitoring third-party institutional managers and coordinates with other professional advisors for estate, tax, and risk-management planning.

Mark Dickson is a CFA® charterholder and the principal advisor at Tyndale Investments, LLC with 17 years of industry experience. He also operates a separate CPA practice providing tax and financial consulting services. Mark has managed Tyndale Investments since 2014 and has been a sole proprietor of his CPA practice since 2004. Tyndale Investments offers discretionary investment management to individuals, families, and not-for-profit organizations, including ERISA plans. The firm uses portfolios primarily composed of exchange-traded funds tailored to client-specific investment policies and provides comprehensive account administration, financial planning, and consulting services.

Lisa Whitley is the principal of MoneyByLisa LLC, an independent advisory firm based in Washington, DC. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to founding her firm, she worked at Cape Fox Facilities Services and Your Money Line, Inc., and spent 18 years with the US Agency for International Development. Outside of her advisory work, she volunteers with Catholic Charities Financial Stability Network, providing financial coaching. MoneyByLisa LLC offers one-on-one financial coaching and written financial plans for individuals and families, focusing on areas such as cash flow, retirement, education funding, and estate planning. The firm emphasizes mindfulness, flexibility, and simplicity in its customized planning approach and does not provide portfolio management or asset custody.

Robert Walsh is a CFP® and holds a Series 65 license with 10 years of experience in financial advising. He has been with Wealthcare Financial Planning, LLC since 2015 and also manages PTS On Demand, a consulting firm that supports FEMA disaster recovery operations. Wealthcare Financial Planning, LLC provides fiduciary, fee-only investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as select institutional clients. The firm follows a documented client process and employs an investment approach based on diversification, Modern Portfolio Theory, and Fama–French research.

Martin Leclerc is the principal of Barrack Yard Advisors, LLC, an independent registered investment adviser based in Chevy Chase, MD. He holds Series 63 and Series 65 licenses and has 45 years of industry experience, including roles at Secure Strategy Group and Pickwick Capital Partners. Outside of his advisory work, he serves on the Montgomery County Maryland Board of Elections, assisting with election day operations twice a year. Barrack Yard Advisors provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily long-only, long-term investment approach focused on valuation, risk differentiation, and cash flow, incorporating options and derivatives in some accounts, which is uncommon among similar independent advisers.

William Buchanan is a CFA® charterholder with 17 years of industry experience. He is the sole advisor at Katalgar Capital Management, LLC, an independent firm he has been with since 2008. Katalgar Capital Management provides portfolio management services primarily to higher-net-worth individuals, trusts, estates, and charitable organizations, focusing on taxable clients with accounts typically over $1 million. The firm employs a fundamental, long-term investment approach with customized portfolios concentrated in individual stocks, bonds, mutual funds, and ETFs.

Michael Bready Jr. is a financial advisor at Beyond Financial Planning, LLC in Bethesda, MD, with 16 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to founding Beyond Financial Planning in 2019, he worked at SB Advisory, LLC and IFS Securities from 2016 to 2019, and at Farther from 2025 to 2026. Beyond Financial Planning serves individuals and high-net-worth clients by providing investment advisory services, written financial planning, and consulting, with an emphasis on managing both discretionary and non-discretionary assets. The firm employs a variety of analytic methods to tailor client portfolios and offers no-cost financial plans and retirement workshops for federal employees.

Wesley Stien is a CFP® and holds a Series 66 designation with 18 years of industry experience. He has been the sole advisor at Lodestar Financial Management, LLC since 2010. Lodestar Financial Management is a fee-only independent advisory firm serving individuals, families, and small business owners with comprehensive financial planning. The firm emphasizes asset allocation, diversification, and balancing long-term growth, liquidity, and income needs, typically recommending mutual funds, ETFs, and fixed-income instruments while managing client accounts primarily on a non-discretionary basis.

Michael Francis is the sole advisor at Francis Wealth Solutions, LLC, an independent firm based in West Springfield, VA. He holds a Series 65 designation and has five years of industry experience. In addition to his advisory role, Mr. Francis serves as a lead scientist consultant at Booz Allen Hamilton, where he works on computational physics, theoretical physics, artificial intelligence, and machine learning. Francis Wealth Solutions provides investment and wealth management services to individuals, high-net-worth clients, and businesses, managing discretionary portfolios that include stocks, mutual funds, bonds, and municipal securities. The firm utilizes a combination of fundamental, technical, quantitative, and qualitative analysis with an academically grounded approach focused on long-term planning aligned with clients’ time horizons and legacy goals.

Ferris Ahn is a financial advisor with Alpha Capital Wealth Advisors, LLC in McLean, VA, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He previously worked at Wells Fargo Advisors and HSBC Securities. Ahn is also an independent licensed insurance agent, dedicating 10% to 15% of his monthly time to this activity. Alpha Capital Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and other investment advisers. The firm employs a combination of analytical methods and implements portfolios using long- and short-term trading as well as options strategies, with a notable focus on pension consulting and institutional-type clients.

Jovan Jackson is a financial advisor at Good News Financial & Investment Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked with multiple entities including Kingdom Wise Advisors LLC dba I Am The Bank LLC and Affordable Benefits Solutions Inc., where he is also a licensed insurance agent. Good News Financial & Investment Advisors provides discretionary investment management, financial planning, and retirement-plan services to individuals, trusts, charitable organizations, and corporate clients. The firm also offers ERISA-plan advisory services and conducts public seminars on financial topics, utilizing sub-advisors and third-party models to implement its investment strategies.

Richard Houstoun is the sole advisor at Houstoun Capital Management, Inc. in Bethesda, MD, holding a Series 65 designation and with 25 years of industry experience. He has led Houstoun Capital Management since 1997. Houstoun Capital Management provides investment counseling and discretionary portfolio management to a selective group of private individuals, trusts, partnerships, and charitable accounts. The firm employs a conservative investment approach focused on income and growth, emphasizing capital preservation and quality securities through diversified allocations and bottom-up fundamental research.

Abraham Mcallister is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Arm Financial LLC since 2007, serving as its sole advisor. Arm Financial LLC is an independent SEC-registered investment adviser that manages approximately $49 million for a limited client base, offering discretionary portfolio management and financial planning services. The firm also acts as general partner and investment manager of a private pooled fund targeting venture capital, commercial real estate, and other private investments, employing strategies that utilize derivatives, futures, and leveraged ETFs.

Anthony Reynolds is a CFP® and holds a Series 66 license with 12 years of industry experience. He is the sole advisor at CoreTegic Capital, LLC, where he has worked since 2017. Prior to that, he held advisory roles at Private Advisor Group, Llc, Lpl Financial LLC, and TrueNorth Wealth Management. He also serves as a Commander in the Iowa National Guard, a role involving project planning and operations management. CoreTegic Capital provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm emphasizes asset-allocation-driven strategies using passive index funds and ETFs and offers both ongoing comprehensive planning and project-based engagements, with a focus on educational outreach through seminars and speaking engagements.

Howard Lichstrahl is the sole advisor at H. L. Lichstrahl & Company, LLC in Arlington, VA, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has been with his firm since its founding in 1997. H. L. Lichstrahl & Company provides discretionary investment management primarily focused on value-oriented equity investing for individuals, high-net-worth clients, trusts, estates, IRAs, and certain pension and profit-sharing plans. The firm emphasizes long-term, concentrated portfolios informed by fundamental research and is notable for serving institutional clients and employing prime broker arrangements to access non-exchange-listed securities.

Robert W. Mitchell, III is a CFP® professional with 27 years of experience, operating through MITCO Asset Management in Vienna, VA. He has managed his accounting practice, Robert W. Mitchell, III, CPA PC, since 2001 alongside his advisory work. Outside of advisory services, he holds significant ownership interests in multiple commercial real estate LLCs, actively managing tenant relations and property operations. MITCO Asset Management provides non-discretionary investment supervisory services and financial planning to individual, institutional, and corporate clients, including sovereign wealth funds. The firm constructs diversified portfolios tailored to client objectives and offers access to private investment opportunities with performance-based fee structures.

Juan Dager Vancampenhoud is a financial advisor at TitanRex with three years of industry experience. He holds a Series 65 designation and has worked in roles at Capital One and Compass Coffee prior to his current position. Outside of advising, he works as a data analyst at Capital One. TitanRex is an independent firm providing wealth management and discretionary portfolio management to individuals and high-net-worth clients. The firm focuses on low-cost, diversified mutual funds and ETFs, applying fundamental analysis with a long-term investment approach and offers financial planning through a structured virtual process.