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 a Series 65 designation and has worked at Wells Capital Management, Inc. and both entities of 3Summit since 2010. He serves as Chairman of the Board of Trustees for PHILLIPS Programs and is a board member of SpringForward, both nonprofit organizations in Washington, DC. 3Summit Investment Management is a team-based registered investment adviser serving individuals, charitable organizations, companies, and other advisers. The firm manages approximately $25 million in client assets using customized portfolios developed through proprietary software, combining multiple investment approaches and offering both discretionary and non-discretionary management.

Patrick Knowles is a Series 65-licensed advisor at The Knowles Company, LLC with over 26 years of prior experience at CGI before joining his current firm in 2026. He is based in Oakton, VA and has one year of experience with The Knowles Company. The Knowles Company is a fee-only, state-registered investment adviser serving individuals, families, trusts, estates, small businesses, and retirement plans. The firm focuses on comprehensive financial planning and primarily manages portfolios on a non-discretionary basis using low-cost mutual funds and ETFs, while providing detailed monitoring, tax-loss harvesting, and client reporting.

Travis Johnson is a CFP® professional with nine years of industry experience. He has worked at Generational Private Wealth since 2025 and previously spent eight years at Hemington Wealth Management, LLC. Generational Private Wealth serves high-net-worth individuals, trusts, retirement plans, and nonprofit entities by providing discretionary investment management, wealth management, and advanced financial planning. The firm emphasizes strategic asset allocation, diversification, and fundamental analysis, managing approximately $263 million in assets across 49 client relationships.

David Morgante is a CFP® and Series 66 licensed financial advisor with 23 years of experience. He has worked at Variant Private Wealth LLC since 2017 and previously spent 13 years at Ameriprise Financial Services, Inc. Outside of his advisory role, Morgante owns and operates an income tax preparation business. Variant Private Wealth provides fee-based financial planning and individualized investment management to a range of clients, including individuals, families, trusts, and organizations. The firm combines fundamental and technical analysis to tailor investment strategies based on client-specific financial plans.

Scott James is a CFP® with 39 years of industry experience and is the president of The Scott S. James Company, where he has worked since 1996. He previously worked at Scott James Group, Inc. starting in 2001. Outside of his advisory role, he manages an office building through Scott James, LLC. The Scott S. James Company provides financial planning, portfolio management, and trustee services to individuals, small businesses, charities, trusts, and estates. The firm customizes investment programs using a combination of fundamental, technical, quantitative, and modern portfolio theory techniques, and offers both discretionary and non-discretionary management.

Jason De Lorenzo is a financial advisor at AD Deum Funds, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Regulus Group, LLC since 2017, following roles at Management, Consulting, and Research LLC and Logistics Management Institute. Outside of advising, he contributes monthly articles on options trading strategies in the biotech and pharmaceutical sectors and provides behavioral economic-based trade analysis through subscription services. AD Deum Funds primarily serves individual investors through discretionary portfolio management and financial planning, offering subscription-based informational products alongside separately managed accounts and a private pooled investment vehicle. The firm employs an options-centric investment approach, utilizing option dealer positioning analysis to implement multiple strategies on a discretionary basis.

Edwin Knowles Jr. is a CFP® with 23 years of industry experience, serving as a principal at The Knowles Company, LLC since 2002. Located in Oakton, VA, he is one of two advisors at the firm. The Knowles Company is a fee-only, state-registered investment adviser that serves individuals, families, trusts, estates, small businesses, and retirement plans. The firm emphasizes a high-touch, consultative approach with primarily non-discretionary portfolio management using low-cost mutual funds and ETFs, alongside comprehensive financial planning and project-based consulting.

Jeffrey Lippman is a CFP® and ChFC® with 19 years of experience in financial advising. He has been with Capitol Financial Consultants, Inc. since 2011, where he serves as a financial advisor focusing on comprehensive financial planning, asset allocation, and investment advice. Outside of his primary role, he is involved in the referral of group insurance products. 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 in-house asset allocation models and a buy-and-hold investment strategy, utilizing fundamental analysis and manager interviews to guide portfolio management.

William Bancroft is a financial advisor at Impact Capital, LLC with 24 years of industry experience. He has held positions at Impact Capital since 2018 and previously worked at PagnatoKarp from 2016 to 2018. Bancroft holds a Series 65 designation. Impact Capital provides discretionary portfolio management, pension consulting for employee benefit plans, and financial planning to individual and high-net-worth clients. The firm uses a multi-method investment approach combining fundamental, quantitative, and technical analyses with modern portfolio theory.

Jennifer Hutton is a financial advisor at 4J Wealth Management, LLC in McLean, VA, holding the ChFC® designation and Series 66 license with 23 years of industry experience. She worked previously at McLaughlin Ryder Investments, Inc. for six years before joining 4J Wealth Management in 2018. 4J Wealth Management serves individual investors and retirement plans, providing financial planning and investment management services through both discretionary and non-discretionary arrangements. The firm employs a fiduciary approach that includes multi-style portfolio construction, regular client education seminars, and integrates third-party estate-planning software with human review.

Frank Ficadenti is a financial advisor at Ficadenti Tandon Asset Management, Inc. in Springfield, VA, with 25 years of industry experience. He holds a Series 65 designation and has worked at Ficadenti Tandon Asset Management since 2000. Additionally, he has been associated with the Department of Navy since 1976. Ficadenti Tandon Asset Management, Inc. provides discretionary investment management and consulting services to individuals, families, trusts, businesses, and retirement plans. The firm offers tailored portfolios using fundamental, technical, and charting analysis, implementing various strategies with regular reviews and detailed reporting.

George Clark is a CFP® and holds a Series 65 license, with two years of experience in the financial industry. He is currently an advisor at Variant Private Wealth LLC and has prior experience at LII Wealth Management. Outside of his advisory role, Clark has worked at Bull Run Golf Club and held positions at Virginia Tech and Home Depot. Variant Private Wealth LLC provides fee-based financial planning and individualized investment management to a range of clients including individuals, families, trusts, and corporations. The firm offers consolidated reporting for multi-custodian relationships and sponsors a wrap-fee program, using client-specific financial plans and tailored asset-allocation strategies.

Ryan Benson is a financial advisor at Independent Financial Planning in Reston, VA, holding a Series 65 designation with four years of industry experience. Prior to joining Independent Financial Planning in 2022, he worked as an educator in Fairfax and Arlington County public schools. Outside of advising, Benson is the CEO and founder of EPE Math Tutoring and manages Independent Financial Education, which provides financial education resources, seminars, and coaching. Independent Financial Planning serves individual investors, including both high-net-worth and non-high-net-worth clients, as well as retirement plan sponsors. The firm employs a Core + Satellite investment approach combining passive indexed holdings with active satellite positions and offers comprehensive financial planning alongside educational workshops.

Laura Markoff is a financial advisor at Meritis Wealth Management, Inc. with 21 years of industry experience. She previously worked at Morgan Stanley for 10 years and then at Wells Fargo under the Meritis Wealth Management name for six years before joining Meritis as a supported firm in 2025. She holds a Series 66 license and is also a licensed insurance agent. Meritis Wealth Management serves individuals, trusts, estates, and businesses by providing customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm implements investment programs tailored to client objectives and risk tolerance, typically on a discretionary basis, and employs research from multiple sources to construct portfolios.

Sean Geiger is a financial advisor with Geiger Group Wealth Management in Sterling, VA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Geiger Group Wealth Management is an SEC-registered investment adviser established in 2026 that serves individuals, trusts, estates, charitable organizations, corporations, business entities, and qualified retirement plan sponsors. The firm employs a tactical allocation approach combining strategic asset allocation with fundamental, technical, and cyclical analysis, offering discretionary portfolio management, retirement income planning, pension consulting, and broader financial planning services.

Daniel Cooper is an associate advisor at Brighter Financial Capital Management, LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Madison Avenue Securities and Kalos Capital, Inc. He is also involved with Clark & Associates, Inc. Financial Solutions, where he serves as an insurance agent and paraplanner. Brighter Financial Capital Management provides investment and financial planning services to individuals, high-net-worth clients, corporations, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management as well as specialized plan advisory and multi-tiered financial planning. The firm frequently implements client programs under discretionary authority and utilizes sub-advisors while maintaining ongoing client relationships and periodic reviews.

Kurt Laubinger is a financial advisor at Potomac Wealth Management LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with the firm since 2009. Based in Great Falls, VA, he works alongside a small advisory team serving a range of clients. Potomac Wealth Management LLC provides fee-only investment advisory and financial planning services to high-net-worth individuals, trusts, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a broadly diversified, often passive, asset-allocation approach using institutional and no-load funds with periodic rebalancing, and offers educational seminars for retirement plan participants.