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.

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.

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® with 26 years of industry experience. He has been with Allridge Wealth Management, P.C. since 2002 and previously worked at Century Financial Group, LLC. Allridge Wealth Management, Inc. is an independent, fee-only firm offering customized investment management and advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm manages client portfolios on a non-discretionary basis and emphasizes client-directed implementation supported by fundamental and technical analysis.

Matthew Miller is a financial advisor at Empire Advisors Wealth Management LLC in Fairfax, VA, with seven years of industry experience. He holds a Series 66 designation and has worked at Avantax Advisory Services, Inc. and Avantax Investment Services, Inc. He is also the owner of Miller Consulting Group, LLC, which provides accounting and tax preparation services, and serves on advisory boards for Truist Bank, George Mason University, and Radford University. Empire Advisors Wealth Management LLC offers portfolio management and investment consulting primarily to individual and high-net-worth clients. The firm uses a combination of analytical methods and a long-term trading approach to deliver customized investment strategies and ongoing portfolio monitoring.

Goeun Choi is a CFP® professional with seven years of experience in the financial advisory industry. She is currently with Buchanan Wealth Management, where she has worked since 2018, and has prior experience at LPL Financial LLC. In addition to her advisory role, she has held positions outside finance, including at Freddy's Frozen Custard & Steakburgers and United We Dream. Buchanan Wealth Management provides wealth management and financial planning services primarily to individual and high-net-worth clients, focusing on retirement objectives. The firm uses an asset-allocation driven approach, combining efficient-market strategies with quantitative and qualitative analysis, and offers discretionary portfolio management alongside financial and retirement plan consulting.

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 financial advisor at Investology Inc. with 21 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Investology in 2017, he worked at Lincoln Financial Advisors, New England Securities, Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley Dw Inc. In addition to his advisory role, he is an agent offering various insurance products through Synergy Consulting. Investology serves individuals, trusts, estates, charitable organizations, and business entities with portfolio management and investment policy development. The firm employs a multi-faceted investment process within a modern portfolio theory framework and is affiliated with an accounting firm that provides related insurance and accounting services.

Stephen Moss is a financial advisor at Pegasus Financial Group LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Capital Planning & Investments and The Strategic Financial Alliance, Inc. Outside of his advisory work, he owns a consulting business focused on aging-related services. Pegasus Financial Group serves individuals, estates, trusts, businesses, and retirement plans with discretionary portfolio management and financial planning. The firm emphasizes customized portfolios using low-cost, diversified mutual funds and ETFs, applying fundamental analysis with a long-term orientation and offers formal retirement-plan advisory services.

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 previously worked at LPL Financial for 21 years before founding Buchanan Wealth Management in 2022. Buchanan Wealth Management provides wealth management and financial planning services primarily to individual and high-net-worth clients, with a focus on retirement objectives. The firm employs an asset-allocation approach combining efficient-market strategies with quantitative and qualitative analysis, managing portfolios largely composed of mutual funds, ETFs, and selected individual securities.

Iram Amir is a CFP®-credentialed financial advisor at SageVest Wealth Management with four years of industry experience. Prior to joining SageVest, Amir held roles at Global Advisor Group, Pavlov Financial Planning, and Sleep Clinics of America. SageVest Wealth Management is an independent, fee-only firm serving individuals, families, trusts, charitable accounts, and small businesses with discretionary investment management and comprehensive financial planning. The firm manages approximately $423 million in discretionary assets for around 150 clients, utilizing diversified multi-asset class portfolios and a blend of fundamental and limited technical analysis supported by an independent CFA-staffed consulting firm.

Joshua Stillman is a financial advisor with Capitol Financial Consultants, Inc. in McLean, VA, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Capitol Financial Consultants since 2014. Outside of his advisory role, he serves as an adjunct professor at George Mason University, teaching a financial planning and wealth management capstone course. Capitol Financial Consultants provides financial planning, investment advice, and supervisory services to individuals, high net worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs in-house asset allocation models combined with fundamental analysis and manager due diligence, following a primarily buy-and-hold investment approach with tactical adjustments.

Farzana Sultana is a financial advisor at Crescent Meridian Capital LLC with over 23 years of industry experience. She holds a Series 66 credential and previously worked at Ameriprise Financial Services from 2010 to 2026. Outside of advisory work, she is involved in business ownership of JaMaxwell Logistics and serves on the boards of the Bangladeshi American Network for Democracy and the Holy Cross S&C Dhaka Alumni. Crescent Meridian Capital offers discretionary and non-discretionary investment management and financial planning services to individuals, families, and small businesses. The firm focuses on long-term growth, capital preservation, and risk management through diversified portfolios utilizing ETFs, mutual funds, equities, and fixed income, with an emphasis on direct management and tax-aware strategies.

Mehrdad Tafazoli is a financial advisor at Integrated Financial Solutions, Inc. with 37 years of industry experience. He holds the ChFC® designation and has worked previously with FSC Securities Corporation and PPG Pension Administrators, LLC. He is also a partner in a third-party retirement plan administration firm. Integrated Financial Solutions serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm uses a risk-tolerance questionnaire and portfolio-optimization tools to construct individualized portfolios and manages over $300 million in assets across more than 200 client accounts.

Samantha Grieco is a financial advisor at T.M. Wealth Management with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley Private Bank, Bank of America, Merrill Lynch, E*TRADE Securities, and Charles Schwab Bank. Grieco serves as vice president of events for the Washington, DC chapter of the Association of Latino Professionals for America, a volunteer-based nonprofit organization. T.M. Wealth Management serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, retirement plan consulting, and comprehensive financial planning, applying a documented investment process that incorporates fundamental analysis, modern portfolio theory, and technical analysis.

Bradley Wilks is a financial advisor at Revolution Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PBMares Wealth Management and PBMARES Insurance Solutions. Wilks is also an Independent Insurance Agent. Revolution Wealth, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, quantitative, and technical analysis guided by modern portfolio theory, offering discretionary portfolio management and tailored Investment Policy Statements.

Scott Kaplan is a Certified Financial Planner® with 27 years of industry experience. He is the principal of Kaplan Wealth Management, Inc. in Reston, VA, where he has worked since 1998, and has also been affiliated with LPL Financial since 2013. Kaplan Wealth Management serves individuals, trusts, estates, and business entities with comprehensive financial planning and discretionary wealth management. The firm manages approximately $83.4 million for about 214 clients, tailoring portfolios based on risk tolerance and time horizon using a combination of mutual funds, ETFs, independent managers, and algorithmic model portfolios.

Mark Weber is a financial advisor at DecisionMap Wealth Management, LLC with 22 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and previously worked at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. Weber is also a licensed insurance agent selling fixed insurance products. DecisionMap Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment approach that combines passive and active strategies, incorporating fundamental, technical, and cyclical analysis tailored to each client's objectives and risk tolerance.

Daniel Irvine is a financial advisor at 3Summit Investment Management, LLC with nine years of industry experience. He holds the Series 65 designation and has worked at Wells Capital Management, Inc. and 3Summit Funds, LLC. Outside of his advisory work, he serves as Chairman of the Board of Trustees for PHILLIPS Programs and is a member of the Board of Trustees for SpringForward, both nonprofit organizations based in Washington DC. 3Summit Investment Management provides tailored investment advisory and financial planning services to individuals, charitable organizations, retirement plan sponsors, and other advisers. The firm combines multiple investment methodologies with integrated bookkeeping and financial reporting services, particularly for small-business clients, within a small team managing approximately $31.3 million in assets.