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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.