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.

Abraham Mcallister is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Arm Financial LLC since 2007, serving as its sole advisor. Arm Financial LLC is an independent SEC-registered investment adviser that manages approximately $49 million for a limited client base, offering discretionary portfolio management and financial planning services. The firm also acts as general partner and investment manager of a private pooled fund targeting venture capital, commercial real estate, and other private investments, employing strategies that utilize derivatives, futures, and leveraged ETFs.

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.

Anthony Reynolds is a CFP® and holds a Series 66 license with 12 years of industry experience. He is the sole advisor at CoreTegic Capital, LLC, where he has worked since 2017. Prior to that, he held advisory roles at Private Advisor Group, Llc, Lpl Financial LLC, and TrueNorth Wealth Management. He also serves as a Commander in the Iowa National Guard, a role involving project planning and operations management. CoreTegic Capital provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm emphasizes asset-allocation-driven strategies using passive index funds and ETFs and offers both ongoing comprehensive planning and project-based engagements, with a focus on educational outreach through seminars and speaking engagements.

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.

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.

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.

Raul Sonza is a financial advisor at Cabildo Capital LLC in Washington, DC, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cabildo Capital since 2018, following a three-year tenure at Friel Asset Management LLC. Cabildo Capital provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, tailoring investment strategies to clients' goals, time horizons, and risk tolerances. The firm uses a combination of fundamental and technical analysis with proprietary research to actively manage individualized portfolios, often under discretionary authority.

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.