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.

Jason Su is a CFP® professional with 19 years of experience in financial advising. He currently leads Family Ai! Financial, an independent advisory firm, and previously worked at The Vanguard Group and USAA Financial Planning Services. Family Ai! Financial, LLC is a fee-only registered investment adviser serving primarily high-net-worth individuals. The firm provides discretionary investment management and financial planning services, emphasizing asset allocation and modern portfolio theory with a mix of passive and active funds, including socially responsible options.

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.

Rajesh Jha is the principal advisor at Halo Capital Management with 17 years of industry experience. He has held Series 63, 65, and 66 credentials and has led Halo Capital Management since 2010. In addition to his advisory role, he provides strategic consulting related to business development, corporate development, technology licensing, and strategic alliances through a separate part-time business. Halo Capital Management is an independent firm serving individuals and high-net-worth clients with discretionary asset management, financial planning, and retirement-plan advisory services. The firm emphasizes customized portfolios using strategic asset allocation with ETFs, mutual funds, and individual securities, employing quantitative and tactical tools to manage risk and retaining ongoing oversight of model and sub-advisor strategies.

Koby Clark is a financial advisor at Beckett Clark Private Wealth, LLC in Bethesda, MD, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked at Archer Investment Corporation and Orion Consulting INC. Beckett Clark Private Wealth, LLC provides investment advisory services to individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management and comprehensive portfolio management, utilizing various analysis methods and may employ active trading and alternative strategies tailored to client goals.

Christopher Passarelli is a financial advisor at Bull Run Investment Management LLC in McLean, VA, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Spectrum Financial, Morgan Stanley, and TD Ameritrade. Bull Run Investment Management LLC provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth investors, and pension or profit-sharing plans. The firm employs a combined fundamental and technical analysis investment approach and offers its strategies through a Charles Schwab separately managed account platform for other advisers.

When you choose to work with Discovery Wealth Planning, you work directly with the firm’s founder, Chris Urban. He offers Hourly, Retirement-Focused Personal Financial Planning with an emphasis on Cash Flow Planning, Investment Advice, Tax Strategies, and Insurance Guidance Ideal for Ages 55+. Chris has the CFP®, RICP® and TPCP® certifications. Chris employs a life-centered approach to helping clients achieve their financial goals. He takes time to understand each client’s current situation, goals, values and purpose before proposing strategies to grow and protect their wealth. His specialties include retirement income, tax and investment planning. Chris has more than 20 years of experience in the financial services industry. Prior to founding Discovery Wealth Planning, Chris served as a wealth advisor at an investment advisory firm in Northern Virginia. He previously held various roles in the capital markets and investor services divisions at a large institutional firm, working in both Boston and Los Angeles. Chris is a CERTIFIED FINANCIAL PLANNER® practitioner, a Retirement Income Certified Professional (RICP®) and a Tax Planning Certified Professional (TPCP®). Chris has a bachelor’s degree in finance from Bentley University in Waltham, Massachusetts, and a Master of Business Administration from Boston University. Chris lives in Vienna, Virginia, with his wife Lauren and daughters Avery and Sienna. In his free time, he enjoys running, biking, playing golf and pickleball, and watching college football and golf on TV.

Joseph Connor IV is the principal of Connor Capital Management, LLC in Vienna, Virginia, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been affiliated with Purshe Kaplan Sterling Investments since 2011. Outside of investment management, he serves as president of Intelligent Divorce Solutions, LLC, providing financial-related divorce consulting, and is a board member of SuperLeaders, a nonprofit supporting at-risk youth in Washington, DC. Connor Capital Management serves individuals, trusts, foundations, pensions, and corporations by providing personalized financial planning and investment management. The firm manages approximately $46.8 million in client assets across 60 accounts on a non-discretionary basis, employing a mix of mutual funds, equities, bonds, ETFs, options, and private placements guided primarily by fundamental research.

Rahul Aggarwal is the sole advisor at Aris Alpha LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Accenture Federal Service and several other firms. Aris Alpha LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing fundamental analysis and a long-term trading approach. The firm offers a broad range of investment options and manages accounts on a discretionary basis, tailoring strategies to each client’s risk tolerance and objectives.

Tyler Weerden is a financial advisor at Layered Financial, LLC in Arlington, VA, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he has worked as a Special Agent with the U.S. Department of State since 2020 and served with the Connecticut State Police from 2013 to 2020. His work as a Special Agent involves criminal and administrative investigations as well as protection duties for government officials. Layered Financial is a single-advisor firm that provides financial planning and consulting services to individual clients without managing client assets. The firm develops plans using cash-flow analysis, tax and estate planning, risk management, and client-specific investment strategies, typically delivering comprehensive plans and reviews on a fixed-fee basis.

Raymond Difilippo is a financial advisor at DBD Retirement and Financial Services with seven years of industry experience. He holds the Series 66 designation and previously worked at J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., MassMutual, MML Investors Services, and Northwestern Mutual Investment Services. Outside of advising, he is president of DBD Enterprises, LLC. DBD Retirement and Financial Services is an independent firm serving individual clients with retirement and financial planning.

Nicholas Caramanica is a Certified Financial Planner® and holds a Series 63 designation with 13 years of industry experience. He is the principal of Arlington Wealth Planning, LLC, where he has worked since 2012. He also owns Caramanica Consulting, LLC and Slopeside Rentals, LLC, two non-investment related businesses. Arlington Wealth Planning is a fee-only registered investment adviser serving primarily individual clients, as well as employer-sponsored retirement plans and other corporate plan sponsors. The firm provides customized discretionary asset management, financial planning, ongoing advisement, educational seminars, and contracted tax preparation services.

Edward Tuvin is the principal of Tuvin & Tuvin, Ltd., an independent advisory firm based in Bethesda, MD. He has over 30 years of experience with the firm and holds additional roles outside of investment advising, including serving as CEO of a mortgage brokerage and managing partner of a private family partnership. Tuvin & Tuvin, Ltd. provides non-discretionary investment consulting and portfolio construction services to individuals, trusts, estates, retirement plans, and corporations. The firm tailors advice to client objectives and risk profiles, primarily recommending mutual funds and ETFs, while clients retain final decision authority.

Jonathan Knight is the principal of Knight Strategic Investment Advising LLC in Manassas, VA. He holds a Series 65 credential and has a background that includes nearly two decades in the United States Marine Corps, followed by roles at Amazon Web Services and Accenture. He founded his independent advisory firm in 2026. Knight Strategic Investment Advising LLC is a registered investment adviser offering asset management and financial planning services to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm provides discretionary portfolio management tailored to client goals and a fixed-fee financial planning service, combining individual portfolio management with standalone planning in a relatively uncommon structure.

Sergio started his career with the most rigorous academic training. He earned the degree of Masters of Science and PhD (UCLA, 2007, 2011 respectively) and worked for the National Academies and the National Oceanic and Atmospheric Administration creating and developing numerical models that are used to help advance understanding on topics that include hurricane prediction and stock market evolution. He has extensive experience creating and interpreting results of what is known as Monte Carlo simulations, that today are used at the core of comprehensive financial plans. Sergio obtained the Certified Financial Planner CFP® certification (industry standard) awarded to fiduciary financial advisors that abide by its Code of Ethics and Professional Responsibility, and that meet its educational, knowledge and experience requirements. Sergio was recruited in the financial industry and worked for a Fortune 500 financial company where he lead a team that serviced hundreds of families and individual investors. He also served as part of leadership directly serving more than 60 financial advisory teams, aiming to improve the depth of their client service and support their career advancement. Sergio regularly lectures on Personal Finance topics with the National Institute of Transitional Planning. He has spoken on the topic at the Treasury department and at the World Bank. He has also been a speaker at dozens of professional organization meetings, nationally and internationally. With 25 years of experience blending rigorous objectivity and the subjective, Sergio founded Personal Financial Partners, a firm that provides financial planning and investment management services to individuals, families, and businesses. The firm operates as a fiduciary, helping clients apply high quality academic research, and leverage the latest technology and the most established financial institutions.

Phillip Bour is a CFP® professional with 21 years of industry experience. He is the sole advisor at Bour Group, an independent financial planning firm based in South Riding, VA. Bour retired from active practice in 2011 but continues to provide financial planning services through his firm. Bour Group serves individuals and couples across various life stages, offering comprehensive financial planning advice without managing client assets. The firm emphasizes long-term, buy-and-hold investment strategies focused on asset allocation and diversification, and provides clients with written plans and limited implementation support.

J Knight is a CFP® with 24 years of industry experience and is the sole advisor at Winston Paul Capital Management, Inc. He has held roles at several firms, including Research Financial Strategies and Sword & Shield Insurance Group, and maintains ownership of Knight Chow Construction Services, a construction materials provider. His outside business activities also include acting as a licensed insurance agent and involvement in a business support service. Winston Paul Capital Management, Inc. offers discretionary asset management and financial planning primarily to individual investors and qualified retirement plans. The firm employs fundamental and technical analysis for portfolio construction and provides ERISA 3(21) services, including investment policy statement development and participant education for retirement plans.

I founded Luminate Financial Planning because I am passionate about the power of planning and about helping you build a life based on what matters most to you. Financial planning is a mix of art and science. It’s not just about the numbers, but what the numbers mean for you. It's how you can use money as a tool to build your own great life. I will work with you to simplify and take control of your financial life. I will empower you to align your financial assets with your own values and goals. I believe that financial planning should be transparent, using a fee-only structure to minimize conflicts of interest. No commissions and no hidden fees. I personally understand the transformative power of sound financial planning and advice. Before leaving my prior career in corporate finance, and before I knew financial planning was even a profession, I built my own extensive plan for my family. We wanted to figure out if I could take time off of my career to start a family and become a stay-at-home mom while our kids were young. That basic plan (built with an Excel spreadsheet) served as a guidepost for the financial decisions my family and I have faced. My background  I have an MBA in Finance from Georgetown University and an undergraduate degree in Business Administration from Bloomsburg University. I hold the CFP® certification and passed the Series 65 Uniform Investment Adviser exam. I worked as an associate financial advisor and wealth planner for an independent broker-dealer before launching my own practice.