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.

Lamar Watson, a CERTIFIED FINANCIAL PLANNER™ professional, founded Dream Financial Planning to serve the needs of young professionals and minorities who typically don’t have access to fee-only and fiduciary financial planning. Prior to founding Dream, Lamar worked at a wealth management firm in Reston, VA, for over a decade. At his most recent firm, he served as the lead research analyst on a team of advisors that managed approximately $2 Billion in assets. He also served as a Vice President and Financial Advisor in the Private Wealth Management division. In this role, he worked with hundreds of clients across the country to help them meet their financial goals. Lamar’s proprietary process, the DREAM Financial Planning Process™, is the culmination of 15+ years of industry insight and experience. Less than 30% of all CFPs nationwide are in their 20s and 30s. I use The DREAM Financial Planning Process ™ to help my clients save, grow, and protect their wealth. We operate as a virtual firm and offer evening and weekend meetings for our client’s convenience. Ask about our unique pricing structure that starts at $100 per month for young professionals. We don’t have asset minimums for our clients. Less than 3.5% of all the 80,000 Certified Financial Planners (CFPs) in the United States are black or Latino, according to a new survey from the CFP Board Center for Financial Planning. Put another way; there are just 2,700 black or Latino CFPs in America; 1,200 blacks and 1,500 Latinos. Born in D.C. and a lifelong resident of Virginia, Lamar is a die-hard fan of many Washington D.C. area sports teams, most notably the Washington Redskins. His love for the Redskins all began when his grandfather started taking him to games when he was just eight-years-old. Previously, Lamar served as a volunteer basketball coach for the Chantilly Youth Association and Frederick County Parks and Recreation. In his free time, Lamar enjoys working out, biking on the Washington & Old Dominion Trail, and traveling. Feel free to contact me to schedule a complimentary 30-minute phone call to see if Dream Financial Planning is a good fit for you and your family.

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.

Melanie Brophy is a CFP® and holds a Series 66 license with 12 years of experience in the financial services industry. She has worked at Next Play Financial Solutions, LLC since 2018 and previously spent five years with Ameriprise Financial Services, Inc. Next Play Financial is an independent, fee-only advisory firm serving individual and high-net-worth clients with investment management and comprehensive financial planning. The firm’s investment approach emphasizes passive strategies using diversified index funds and ETFs, supplemented by fundamental analysis and select third-party managers.

Chloerissa Kirwan is a financial advisor at Grey Kirwan Financial with 25 years of industry experience. She holds the CFP® and ChFC® designations and previously worked at LPL Financial and Reston Wealth Management. In addition to her advisory role, she is a licensed notary public in Virginia and an independent insurance agent. Grey Kirwan Financial is an independent, single-advisor firm serving individuals, families, trusts, foundations, and small businesses. The firm provides comprehensive portfolio management and financial planning, focusing on fundamental analysis and a buy-and-hold investment approach with diversified asset allocation.

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.

Kenneth Robinson is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been the principal advisor at KCR Wealth Management, LLC since 2014. The firm provides fee-only discretionary investment management and personalized financial planning to individuals, families, and various institutional clients. KCR Wealth Management emphasizes a structured onboarding process and manages client assets in-house, focusing on asset allocation, diversification, and low-cost investment vehicles.

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.

Mark Reges is a financial services associate at Merrill Lynch Wealth Management, where he joined the team in 2021. In his role, Mark focuses on managing team operations and is responsible for client servicing, ensuring timely responses to client requests. He also supports business development, relationship management, and contributes to wealth management planning. A native of Potomac, Maryland, Mark graduated from Miami University with a bachelor's degree in economics. Outside of his professional responsibilities, he pursues personal interests in sculpting and painting and enjoys hiking along the Potomac River.

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.

Frank Mcgovern Jr. is a CFP® with 42 years of industry experience, operating through Capitol Wealth Management, Inc. in McLean, VA. He has been with Capitol Wealth Management since 2007 and has also worked at LPL Financial Corporation since 2009. Occasionally, he sells insurance products outside of his primary advisory role. Capitol Wealth Management provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and charitable organizations, managing approximately $111.9 million in discretionary assets. The firm applies fundamental analysis with a mix of long- and short-term strategies across various asset classes and offers comprehensive financial planning included with portfolio management.

Matthew Mendelsohn is the sole advisor at PortfolioArc, L.L.C., an independent firm based in Arlington, VA. He holds a Series 66 designation and has 23 years of industry experience. PortfolioArc provides portfolio management, asset allocation analysis, and portfolio advice to individuals, couples, families, and trusts. The firm manages approximately $30 million using a combination of fundamental and technical analysis across multiple security types, including stocks, bonds, ETFs, mutual funds, and options. Its investment approach features active use of derivatives, particularly index options, and margin borrowing, with discretionary management and frequent portfolio reviews.

I founded Mabery Consulting to support individuals who want to enter retirement with clarity and confidence. As a CFP® professional and the owner of a fee‑only, fiduciary advisor, I guide clients who want to understand how to prepare for retirement and how to pay themselves sustainably once they’re in it. My approach is warm, transparent, and grounded in the belief that retirement should feel secure, intentional, and deeply personal. Feel free to see my website at www.maberyconsulting.com

Joseph Punio is a financial advisor with Vivuto, LLC in Washington, DC, holding a Series 66 designation and 13 years of industry experience. He worked at Morgan Stanley from 2015 to 2018 before founding Vivuto in 2018. Vivuto serves individual investors, including high-net-worth individuals, and charitable organizations by providing portfolio management and investment advice that integrates charting, technical and fundamental analysis, and modern portfolio theory across a variety of asset classes. The firm typically operates with discretionary authority and manages accounts on both a discretionary and non-discretionary basis.

David Mckinney is a CFP®-credentialed financial advisor with 32 years of experience, operating McKinney Financial Planning & Management in Vienna, VA. He previously worked at Signator Investors, Inc. and has maintained his own firm since 1994. In addition to advisory services, he is engaged as an independent insurance agent selling fixed insurance products and serves as a power of attorney and executor for a family member. McKinney Financial Planning & Management serves individuals, families, trusts, and small businesses, providing financial planning and consultative services with a focus on tailored investment strategies, strategic asset allocation, and a buy-and-hold approach using indexed mutual funds and ETFs. The firm operates on a fee-for-service basis without asset custody or discretionary management.