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.

Richard Pinion is a financial advisor with Pinion Financial Services, LLC in Bethesda, MD, holding CFP® and ChFC® designations and over 40 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been with OSAIC since 2023. Outside of investment advisory work, he is involved in health and life insurance writing and recruitment. Pinion Financial Services provides financial planning, pension and retirement-plan consulting, and referral services for third-party investment advisory programs. The firm emphasizes selecting and monitoring outside advisors and favors long-term mutual fund investments, without managing client assets on a discretionary basis.

Peter Ryan is a financial advisor at Alikos Wealth Management, LLC with nine years of industry experience. He holds the Series 65 designation and has been with Alikos since 2015. Ryan also has over 30 years of experience at Ryan & Wetmore P.C. Outside of his advisory work, he is involved as a member in several real estate investment partnerships. Alikos Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and small businesses by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes long-term, broadly diversified portfolios primarily implemented with passively managed mutual funds and ETFs, and offers customized solutions including ESG, tax-sensitive, and fixed-income accounts.

Frederick Hubach is a CFP® professional with six years of industry experience. He is currently with Generational Private Wealth, where he has worked since 2025. His prior experience includes roles at Belgrade Wealth Management LLC, Hemington Wealth Management, and Andersen. Generational Private Wealth serves high-net-worth individuals, trusts, retirement plans, and nonprofit entities, offering discretionary investment management and advanced financial planning. The firm emphasizes strategic asset allocation, diversification, and fundamental analysis, managing approximately $263 million across 49 client relationships.

Saqib Rashid is a financial advisor at One Oak with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Inverness Capital Advisors, Blue Sand Securities LLC, and Abraaj North America. Outside of his advisory role, Rashid partners in OneOak Holdings, LLC, which provides outsourced CIO and investment portfolio services to charitable foundations, and serves as a consultant or advisor to several private equity and venture capital firms. One Oak provides 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 that includes investment policy development, manager selection, due diligence, and performance reporting, serving a relatively small client base focused on larger or institutional mandates.

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.

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.

Audrey Jones is a financial advisor at Poder Wealth Advisors with a Series 65 designation and three years of industry experience. She previously worked at Carson Wealth and CWM, LLC. Outside of her advisory role, she is the founder and CEO of SkateFit, LLC, a fitness business. Poder Wealth Advisors serves individual clients, including high-net-worth households, business owners, and nonprofit entities. The firm uses a primarily passive, Modern Portfolio Theory-based investment approach and offers discretionary portfolio management, financial planning, and insurance assistance.

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.

Michael Schwartz is a financial advisor with MZ Capital, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has worked at MZ Capital Management since 2018 and previously held roles at Securities America Advisors, Inc., Securities America, Inc., and Master's Financial Associates. Outside of advising, he owns Home Instead Senior Care and serves as a regional leadership council member for Messiah College. MZ Capital Management provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a passive, asset-class allocation strategy using institutional funds with a buy-hold-rebalance approach and offers ongoing portfolio supervision, written planning reports, newsletters, and client seminars.

Ryan Beckwith is a financial advisor at Bluestone Financial Advisors, LLC, holding a Series 65 designation with three years of industry experience. His prior work includes roles at GP Strategies Corporation and Waddell & Reed. Bluestone Financial Advisors primarily serves entrepreneurs, business owners, high-net-worth individuals, corporations, and charitable organizations. The firm acts as a personal CFO, providing financial planning, consulting, and investment management through fixed-fee arrangements, focusing on long-term financial strategy and using fundamental research to guide investments.

Tomasz Cymer is a CFP® and CFA® with 19 years of experience in financial advising. He is the principal of Opulen Financial Group, LLC, an independent advisory firm he has led since 2014, and has operated as a sole proprietor since 2009. In addition to his advisory work, Cymer holds a licensed insurance agent role, spending part of his time on life, disability, and long-term care insurance sales. He is also involved in educational seminars and teaching through a separate corporate entity. Opulen Financial Group serves individuals, high-net-worth clients, and corporations with portfolio management, comprehensive financial planning, and retirement plan services. The firm emphasizes documented investment policies, fundamental analysis, and combines direct management with third-party platform oversight, while offering ERISA 3(21) fiduciary services and participant education.

Taro Taguchi is a financial advisor at MZ Capital, LLC with 9 years of industry experience. He holds a Series 65 designation and has been with MZ Capital Management since 2015. MZ Capital Management provides discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm emphasizes a passive, asset-class allocation approach using institutional funds within a buy‑hold‑and‑rebalance framework, managing accounts primarily on a discretionary basis with individualized investment policy statements.

John Ohly is a financial advisor with Bontempo Ohly Capital Management, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Bontempo Ohly since 2004. Bontempo Ohly Capital Management provides discretionary investment management, financial planning, and consultation services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm uses strict quantitative modeling and customized portfolios based on client risk tolerance, time horizon, and goals, operating with discretionary trading authority and conducting ongoing portfolio reviews.

Ormand Bontempo is a financial advisor with Bontempo Ohly Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Bontempo Ohly Capital Management since 2004. Bontempo Ohly Capital Management provides discretionary investment management, financial planning, and consultation services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm uses strict quantitative modeling for security analysis and manages customized portfolios based on client risk tolerance, time horizon, and goals.

Brian Scanlon is a financial advisor at Capstone, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Archstone Capital, LLC and Height Analytics, LLC, among others. In addition to his advisory role, Scanlon serves as Director of Institutional Sales at Capstone, focusing on policy research and access to related events. Capstone serves institutional investors such as mutual funds, hedge funds, private equity firms, and long-only managers by providing policy analysis, regulatory due diligence, and written research products. The firm emphasizes vetted, impersonal research and advisory services without managing client assets, delivering comprehensive reports and deep-dive due diligence for clients globally.

Ed Leads a team revolutionizing financial planning for federal employees. Valor Wealth Partners is a veteran-owned business with an office in Washington, D.C. and serving clients virtually in 19 states. With over 25 years of experience providing financial planning guidance, Ed has helped hundreds of families navigate complex and emotional dilemmas. He combines decades of experience with personalized strategies to help clients meet their needs. By simplifying his comprehensive analysis into down-to-earth terms, he is able to help clients understand their situation and take positive actions. Helping people with their financial goals is a deeply personal mission for Ed. Early struggles with money led him to pursue a meaningful career guiding people through the financial planning process. As a Certified Financial Planner, Ed follows the CFP Board’s Code of Ethics and Standards of Conduct. The complex knowledge required to obtain and maintain this professional designation helps Ed develop extensive financial plans that hardworking people deserve. Ed’s devotion to the community is evident in the numerous charitable associations where he volunteers his time. He’s currently a captain for a team of cyclists in the annual Pan-Mass Challenge and is a two-time marathoner for the Leukemia and Lymphoma Society. He attributes his core values of integrity and attention to detail to his service with the U.S. Marines. We invite you to see our passion and knowledge on how your federal benefits can be maximized at our YouTube channel: https://www.youtube.com/c/FinancialPlanning4Feds

Dale Mason is a financial advisor with MG Capital Partners, LLC, holding a Series 65 license and six years of industry experience. He has worked at MG Capital Partners and Kaufman Accounting since 2020 and owns his own CPA business, Dale Mason, CPA & Co., where he provides international tax consulting services. MG Capital Partners, LLC offers ongoing portfolio management and standalone financial planning primarily to individual and high-net-worth clients. The firm employs a non-discretionary advisory model, utilizes modern portfolio theory, and manages approximately $83.3 million in non-discretionary assets.

Davis Gardner is a CFP® professional at Omega Wealth Management LLC with six years of industry experience. He has worked at Omega Wealth Management since 2018, following prior roles at Northwestern Mutual and Virginia Tech Services. Omega Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, managing approximately $310 million for around 121 clients through a team of four advisors. The firm offers goals-based, tax-aware investment management combined with life and wealth planning, using both discretionary and non-discretionary account arrangements, and emphasizes client education through seminars and webinars.

Elizabeth Remick is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. She has been with Ithaka Financial Planning, LLC since 2010. Ithaka Financial Planning provides integrated financial planning and portfolio management for individuals, high-net-worth clients, and personal trusts and estates. The firm’s approach emphasizes customized portfolios based on Modern Portfolio Theory, using primarily open-end index funds and ETFs, with ongoing monitoring and rebalancing.