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.

Philip Dudley is a financial advisor at Dudley Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Deutsche Bank Securities Inc. He has been with Dudley Capital Management since 2016. Dudley Capital Management LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers tailored investment strategies including Growth & Income, Fixed Income, Balanced, energy-focused Master Limited Partnership (MLP) strategies, and Alternatives, with a focus on ongoing monitoring and ERISA 3(38) fiduciary services for retirement plans.

Ryan Benson is a financial advisor at Independent Financial Planning in Reston, VA, holding a Series 65 designation with four years of industry experience. Prior to joining Independent Financial Planning in 2022, he worked as an educator in Fairfax and Arlington County public schools. Outside of advising, Benson is the CEO and founder of EPE Math Tutoring and manages Independent Financial Education, which provides financial education resources, seminars, and coaching. Independent Financial Planning serves individual investors, including both high-net-worth and non-high-net-worth clients, as well as retirement plan sponsors. The firm employs a Core + Satellite investment approach combining passive indexed holdings with active satellite positions and offers comprehensive financial planning alongside educational workshops.

Henry Hebda is a financial advisor with Birks Financial Corp., holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Birks Financial, he held academic roles at Georgetown University and Valparaiso University and worked at Hayes Locums. Birks Financial Corp. provides retirement planning and investment management services to individual and trust clients, emphasizing long-term strategies guided by risk tolerance assessments and Investment Policy Statements. The firm manages assets on a non-discretionary basis and offers estate-planning resources through a third-party platform as part of its service.

Sean Geiger is a financial advisor at Geiger Group Wealth Management with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Geiger Group Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, business entities, and qualified retirement plan sponsors. The firm uses a tactical allocation approach combining strategic asset allocation with fundamental, technical, and cyclical analysis, offering discretionary portfolio management, retirement income planning, pension consulting, and financial planning services.

Kurt Laubinger is a financial advisor at Potomac Wealth Management LLC with 18 years of industry experience. He has held his current position since 2009 and previously worked at HSBC Securities (USA) Inc. in 2008. Laubinger holds Series 63 and Series 66 credentials. Potomac Wealth Management LLC is a fee-only registered investment adviser serving high-net-worth individuals, trusts, qualified retirement plans, and nonprofit organizations. The firm employs a broadly diversified, often passive, asset-allocation strategy using low-cost investment vehicles and provides retirement plan consulting and participant education workshops.

Fred Krause is a financial advisor at Empire Advisors Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Miller Consulting Group LLC for 19 years. Krause is also a partner in MCG CPA LLC, where he is involved in tax preparation and consulting. Empire Advisors Wealth Management LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients, offering customized Investment Policy Statements and ongoing portfolio monitoring. The firm employs a multi-method analytical investment process and emphasizes a long-term trading approach.

Cindy Spitzer is a financial advisor with Bull Bear Investment Management LLC, holding a Series 65 designation and 11 years of industry experience. She has worked at Black Swan Strategies, LLC since 2019 and ARK Financial Management, LLC since 2015, alongside over 30 years of self-employment experience. Bull Bear Investment Management provides discretionary portfolio management primarily to individual and high-net-worth clients, utilizing a combination of charting, fundamental and technical analysis. The firm employs a range of trading strategies and manages approximately $66.6 million across about 142 clients.

Robert Wiedemer is a financial advisor at Bull Bear Investment Management LLC in Reston, VA, with 15 years of industry experience. He holds a Series 65 designation and has worked at Bull Bear Investment Management since 2022, following eight years at Ark Financial Management, Inc. Wiedemer has also been involved with Bull Bear Publishing, formerly Aftershock Publishing LLC, since 2004. Bull Bear Investment Management provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of charting, fundamental and technical analysis, and both long- and short-term trading strategies. The firm manages approximately $66.6 million across around 142 clients and is known for its formal affiliations with other investment entities, including private pooled funds and intellectual property licensing arrangements.

Paul Bennett is a financial advisor at DecisionMap Wealth Management, LLC with 26 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. In addition to his advisory work, he is an author who writes and promotes books. DecisionMap Wealth Management offers 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, utilizing fundamental, technical, and cyclical analysis tailored to clients’ objectives and risk tolerances.

I started my career in the tax arena and quickly found my passion in financial planning. In 2019, I started Birch Street Financial Advisors to provide proactive tax-focused financial advice. I help pre-retirees (5-7 years), retirees and widowers align their human and financial resources with their values, solve complex financial problems and minimize taxes to achieve financial security. My role is to be your thinking and accountability partner; empowering you to create, modify and implement financial strategies that give you the comfort to sleep at night. Since launching my firm, I have been featured in numerous publications including InvestmentNews, Money, and U.S. News & World Report to provide insight on tax law changes, Roth IRA conversion strategies, charitable giving and gift & estate planning. I speak on charitable giving strategies to help clients achieve their philanthropic endeavors in a tax optimized way. I have my CERTIFIED FINANCIAL PLANNER™; and CPA/PFS designations which support my commitment to maintaining a high standard of professionalism in my practice. I am the proud graduate of the University of VA McIntire School of Commerce with both a Bachelor's and Master's degrees in Accounting with a Specialization in Taxation. Our financial lives have many moving parts - retirement, cash flow, income tax, investment and estate planning. Each part is a different piece of a complex financial puzzle. I help client's piece the puzzle together and hone in on what's important to them about money and how they can use it to meet their goals. In my spare time, I decompress with Crossfit workouts with my husband, play never ending catch with my rescue dog Macie and experiment with native gardening.