Christopher Brugel is a CFA® charterholder with 25 years of industry experience and has been with Grey Owl Capital Management, LLC since 2009. He operates out of Arlington, VA, and holds Series 63 and Series 65 licenses. Grey Owl Capital Management provides discretionary portfolio management and advisory services to individual clients, including both high-net-worth and non‑HNW households, managing approximately $47.7 million across 33 client relationships. The firm’s two-advisor team publicly discloses historical performance results, a practice uncommon among similarly sized supported firms.

Joseph Cope is a CFP® with 22 years of industry experience, currently serving as a managing partner and adviser at Cope Connelly in Arlington, VA. He has held roles at XPS Capital LLC, Jarred Bunch Consulting, Park Avenue Securities, Guardian Life Insurance Company, and First Financial Group. In addition to his advisory work, he is a general partner responsible for public relations at Prosomnus Sleep Technologies. Cope Connelly serves individuals, pension and profit-sharing plans, and business entities, providing discretionary portfolio management, comprehensive financial planning, and private placement consulting. The firm employs a long-term trading approach centered on charting and technical analysis, performs regular portfolio reviews, and is involved in special-purpose vehicles and private-fund structures.

Paula Pass is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Arkagos Advisors & Asset Management, Inc. since 2021. She previously worked at Brookstone Capital Management and Center Street Advisors. Outside of her advisory role, she operates as an independent insurance agent through Pass Advisory Firm LLC. Arkagos Advisors and Asset Management provides portfolio management, financial planning, and private investment advice to individual and high-net-worth clients, often requiring a minimum account size. The firm offers both discretionary and non-discretionary services, emphasizing individual stocks, sector ETFs, and private investment opportunities.

Robert Lee is a CFA® charterholder with 13 years of industry experience. He has been with Doxa Capital, LLC since 2015, where he serves as one of two advisors. Doxa Capital provides portfolio management services to individuals, charitable organizations, and corporate or profit-sharing plans. The firm offers two program options: Genesis, a rules-based ETF asset-allocation system, and Comprehensive Management, which includes discretionary management using various analytical techniques and trading strategies.

Garry Bishop is a financial advisor at ProFocus Incorporated with one year of industry experience. He holds a Series 65 credential and previously worked for the Department of Defense for 13 years. ProFocus Incorporated serves individual clients, including high-net-worth households, as well as pension plans and business entities, offering fee-based investment advisory and financial planning alongside business management and consulting services. The firm employs a tactical allocation strategy using fundamental analysis and a diverse mix of securities, managing portfolios primarily on a discretionary basis.

Tyler James is a financial advisor at The Scott S. James Company with a Series 65 designation and three years of industry experience. Prior to his current role, he worked at Market America and has experience in education from his time at Union College and Falls Church High School. 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, with a focus on education and retirement funding, cash flow, tax, risk management, and estate planning.

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.

Tiffany Blackburn is a financial advisor at Arkagos Advisors & Asset Management, Inc., holding a Series 65 designation. She has been with Arkagos since 2024 and has experience working in related roles, including at Vector Wealth Strategies and Henmead Enterprises, Inc. Blackburn is also affiliated with George Mason University for the years 2023 to 2025. Arkagos Advisors and Asset Management serves individual and high-net-worth clients by offering portfolio management, comprehensive financial planning, and access to private investments. The firm uses model-based allocations combining technical, fundamental, and modern portfolio theory techniques tailored to clients’ objectives and risk tolerance, with a notable focus on private placement investments alongside traditional advisory services.

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.

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.

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.

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.

Alon Zieve is a financial advisor at Aption Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Aperios Solutions Ltd, Bringg Delivery Technologies, and Seeking Alpha. Outside of his advisory role, he serves as CEO of Apeiros Inc and its subsidiary Apeiros Solutions Ltd, and is the sole owner and CEO of Eximia Ltd, a consulting firm. Aption Advisors provides investment advice to individuals with large, concentrated positions in venture-backed private companies, focusing on share forward transaction contracts to help clients reduce concentration risk. The firm uses proprietary technology to monitor private holdings and does not exercise investment discretion or recommend other securities.

John Coleman is a financial advisor at Piedmont Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his role in financial advising, Coleman owns Commonwealth Business Services, a CPA and tax preparation firm. Piedmont Wealth Management is a fee-only financial planning and investment management firm serving trusts, foundations, pension plans, and corporate/household accounts. The firm offers personalized financial planning, discretionary and non-discretionary portfolio management, and consulting, with a focus on institutional and trust/corporate relationships and coordinated services through affiliated financial and accounting entities.

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.

Ross Anderson is a CFP® with 18 years of industry experience and is currently with Craftwork Capital LLC, where he has worked since 2020. Prior to that, he spent six years at Motley Fool Wealth Management. Outside of financial services, he is the owner of Anderson Entertainment, a DJ services business he has operated since 2001. Craftwork Capital primarily serves individual and high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm offers financial planning, discretionary portfolio management, and access to third-party digital platforms, utilizing model portfolios, separately managed accounts, and AI tools to support portfolio construction and ongoing management.

Lisa Pendley is a CFP® professional with 17 years of industry experience, currently serving as an advisor at 8th Street Investments, LLC since 2008. She works out of Alexandria, VA, and is part of a two-advisor team at the firm. 8th Street Investments provides discretionary portfolio management and standalone financial planning to individuals, trusts, estates, corporations, and charitable organizations. The firm employs fundamental analysis and tailored asset-allocation strategies, combining long-term holdings with active trading and derivative instruments within discretionary mandates.

Charles Harris is a financial advisor with First Georgetown Securities, Inc. in Alexandria, VA, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience with the same firm since 1982. Outside of his advisory role, he produced and stars in a YouTube TV pilot titled "Becoming Van Vlack," a non-investment related project started in late 2022. First Georgetown Securities provides discretionary portfolio management primarily to individual clients, including high-net-worth households, using growth, growth-and-income, and income strategies. The firm employs a tactical allocation approach integrating fundamental and technical analysis and manages approximately $101.7 million in discretionary assets as of mid-2025.

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.