Khalid Usmani is a financial advisor with One Oak, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at firms including GuideVine, Avantax Wealth Management, and Allstate. Outside of advisory roles, he serves as president of MIU Partners LLC, an independent insurance agency providing property, casualty, and life insurance. One Oak delivers outsourced chief investment officer (OCIO) and customized investment advisory services primarily to institutional clients such as endowments, foundations, and family offices. The firm emphasizes an integrated OCIO model with a focus on governance, manager selection, and risk management.

David Slupe is a financial advisor at Pegasus Financial Group LLC in Chantilly, VA, with seven years of industry experience. He holds Series 65 and Series 63 credentials and has worked with firms including Aging Consultants Group and Northwestern Mutual. Outside of financial advising, he is a notary public and serves as a director at Aging Consultants Group. Pegasus Financial Group provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, estates, trusts, businesses, and retirement plans. The firm emphasizes customized, low-cost, diversified portfolios with a long-term investment approach and also offers 3(21) retirement-plan advisory services.

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.

Anthony Davis is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at Brass Capital since 2025 and previously held roles at MAI Capital Management, MTX Wealth Management, Bank of America, Merrill Lynch, and Foundation Mortgage. Brass Capital provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, offering comprehensive planning that includes cash flow, tax-aware, estate, legacy, insurance, and philanthropic planning. The firm uses client-specific Investment Policy Statements and a variety of analytical methods to guide investment decisions, maintaining a long-term trading orientation with discretionary authority.

Policarpio Sanchez is a CFP® professional with 24 years of industry experience. He is a principal at Sanchez & Zures, LLC, where he has worked since 2006. Prior to that, he spent nine years with UFC Gym. Sanchez & Zures, LLC provides investment management and financial planning services to individual and high-net-worth clients. The firm follows a long-term, passive investment approach emphasizing asset allocation and primarily uses exchange-traded funds, offering portfolio construction, ongoing rebalancing, and written financial plans.

Victoria Birks Styron is a financial advisor at Birks Financial Corp. with a Series 65 designation and three years of industry experience. Prior to joining Birks Financial in 2021, she worked at Arthritis and Sports and held positions at Gardner Webb University and Loudoun County Public Schools. Birks Financial Corp. is an independent, fee-only investment adviser specializing in retirement-focused financial planning and portfolio management for individual clients and trusts, particularly high-net-worth households. The firm uses a long-term, fundamentally driven investment approach with model portfolios primarily composed of no-load mutual funds and provides advice on a non-discretionary basis.

Saqib Rashid is a financial advisor at One Oak with 11 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Inverness Capital Advisors, Blue Sand Securities LLC, and Abraaj North America. Outside of his advisory role, he is a partner at OneOak Holdings, LLC, which provides outsourced CIO and investment guidance services to charitable foundations, and he also consults with several private equity and venture capital firms on marketing and institutional investor relations. One Oak offers outsourced chief investment officer and customized investment advisory services primarily to institutional clients such as endowments, foundations, and family offices. The firm focuses on a low client-to-advisor ratio with a high account threshold and employs an integrated OCIO model that includes manager selection, risk management, and access to alternative investments.

Daniel Serra is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at SageVest Wealth Management since 2021. Prior to joining SageVest, he worked for seven years at Chevy Chase Trust Company. He also serves as an adjunct faculty member in higher education at Southern New Hampshire University. SageVest Wealth Management is an independent, fee-only firm that provides discretionary investment management and coordinated financial planning services to individuals, families, trusts, charitable accounts, and small businesses. The firm manages diversified, multi-asset class portfolios using no-load mutual funds, ETFs, and individual bonds, combining fundamental analysis with research-driven tactical adjustments without market timing.

Jeremy Jacques is a financial advisor with Jacques Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Jacques Advisors since 2017 and is also involved with Jacques & Associates Certified Public Accountants, LLC and Jacques Financial, LLC, both since 2013. Outside of advisory work, he is associated with a certified public accounting firm. Jacques Advisors serves individual and high-net-worth clients by offering discretionary asset management, financial planning, consulting, and referrals to third-party money managers. The firm combines advisory, brokerage, and accounting services, managing approximately $86 million for about 250 clients through customized portfolios and a mix of in-house and third-party strategies.

Jennifer Myers is a CFP® and Series 65 credentialed advisor with 29 years of industry experience. She has been with Sage Financial Management Group, Inc., now known as SageVest Wealth Management, since 2007. SageVest Wealth Management is an independent, fee-only advisory firm serving individuals, families, trusts, charitable accounts, and small businesses. The firm manages approximately $423 million in discretionary assets with a team of four advisors and employs diversified, multi-asset class portfolios that combine fundamental analysis with limited technical analysis, supported by an independent consulting firm.

Abdul Mallick is a financial advisor at Sampatti Financial LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Capital One, Flying Phase, and currently serves as a consultant with Datsura, focusing on data analysis and report preparation. Mallick balances his consulting role with his responsibilities at Sampatti Financial. Sampatti Financial LLC provides discretionary asset management and employee benefit plan advisory services to individuals, high-net-worth clients, and small businesses. The firm employs a blend of fundamental, technical, and charting analysis to manage portfolios on a discretionary basis, offering performance-based fee arrangements for qualified investors and operating with a two-advisor team.

Patricia Houlihan is a CFP® with 23 years of industry experience and has been with Houlihan Financial Resource Group, Ltd. since 1999. She holds Series 63 and Series 65 licenses and is based in Ashburn, VA. Houlihan Financial Resource Group, Ltd. is a privately owned advisory firm offering discretionary portfolio management and integrated financial planning to individuals, trusts, foundations, pensions, and corporations. The firm primarily serves high-net-worth clients using an in-house management model and implements portfolios through five internal investment program categories.

Richard Allridge is a CFP® professional with 26 years of industry experience. He is a principal at Allridge Wealth Management, Inc., where he has worked since 2002, and also is associated with Century Financial Group, LLC. Allridge Wealth Management, Inc. is an independent, fee-only firm offering customized investment management and advisory services primarily to individuals, trusts, estates, charitable organizations, retirement plans, and other entities. The firm manages all client accounts on a non-discretionary basis, providing portfolio recommendations and ongoing monitoring without exercising trading authority.

Goeun Choi is a CFP® professional with seven years of experience in financial advising, currently serving at Buchanan Wealth Management in Reston, VA. Her background includes multiple roles at both Buchanan Wealth Management and LPL Financial LLC since 2018. Prior to her advisory career, she held positions at Freddy's Frozen Custard & Steakburgers, United We Dream, and Dickinson College. Buchanan Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, focusing on retirement objectives. The firm employs an asset-allocation driven approach using efficient-market strategies combined with quantitative and qualitative analysis, managing accounts on a discretionary basis through various custodial platforms and model programs.

Kevin Mcloughlin is a CFP® professional with six years of industry experience, currently advising at Trio Wealth Management, LLC. His prior experience includes roles at Chain Bridge Bank, United Capital Financial Advisers, Arista Wealth Advisors, and Capital Financial Services. Trio Wealth Management is a fee-only, SEC-registered advisory firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm combines strategic asset allocation and a mix of passive and active investment vehicles with options to delegate management to independent third-party managers while maintaining supervisory oversight.

Ehab Selim is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked at Investology Inc. since 2017 and previously spent three years with Lincoln Financial Advisors. In addition to his advisory role, he is involved in insurance sales through Synergy Consulting, offering various health and life insurance products. Investology Inc. provides portfolio management and financial planning services to individual investors, company retirement plans, and charitable organizations. The firm uses a combination of analytical methods and implements both long-term and short-term trading strategies across a diverse range of asset classes.

Dzhemma Menkeeva is a financial advisor at Foxman Asset Advisors Inc. with one year of industry experience. Prior to joining Foxman Asset Advisors in 2025, she worked at PJSC Rosbank for 11 years and at Suffolk University for one year. She is also an insurance agent involved in client solicitation for insurance products. Foxman Asset Advisors provides advisory services to individual investors, corporations, trusts, and foundations, offering discretionary portfolio management, financial planning, and consulting. The firm generally pursues long-term trading strategies based on fundamental analysis, modern portfolio theory, and quantitative techniques.

Stephen Moss is a financial advisor at Pegasus Financial Group LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Pegasus Financial Group since 2007. In addition to his advisory role, he is the owner of Aging Consultants Group, a consulting services business. Pegasus Financial Group is a Virginia-registered investment adviser serving individuals, estates, trusts, and retirement plans. The firm manages approximately $101.8 million for about 313 clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services with a primarily long-term, fundamental-analysis investment approach.

Mikayla Rodarte is a financial advisor at Capitol Financial Consultants, Inc. with one year of industry experience. She holds a Series 65 designation and has prior work experience at George Mason University and Westfield High School. Outside of her advisory role, she is the lead instructor and general manager at Kore Defense Industries, where she teaches martial arts and manages youth and women’s programs. Capitol Financial Consultants provides financial planning and investment supervisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a buy-and-hold investment approach with adjustments based on market conditions and offers ancillary services including tax preparation and business planning.

Matthew Buchanan is a financial advisor with Buchanan Wealth Management in Reston, VA, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2002 and founded Buchanan Wealth Management in 2019. Buchanan Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, with a focus on retirement objectives. The firm uses an asset-allocation driven approach incorporating efficient-market strategies and manages accounts largely on a discretionary basis through various custodial platforms, also offering a wrap fee program and ERISA Section 3(38) fiduciary services for retirement plans.