J Knight is a CFP® with 24 years of industry experience and is the sole advisor at Winston Paul Capital Management, Inc. He has held roles at several firms, including Research Financial Strategies and Sword & Shield Insurance Group, and maintains ownership of Knight Chow Construction Services, a construction materials provider. His outside business activities also include acting as a licensed insurance agent and involvement in a business support service. Winston Paul Capital Management, Inc. offers discretionary asset management and financial planning primarily to individual investors and qualified retirement plans. The firm employs fundamental and technical analysis for portfolio construction and provides ERISA 3(21) services, including investment policy statement development and participant education for retirement plans.

I founded Luminate Financial Planning because I am passionate about the power of planning and about helping you build a life based on what matters most to you. Financial planning is a mix of art and science. It’s not just about the numbers, but what the numbers mean for you. It's how you can use money as a tool to build your own great life. I will work with you to simplify and take control of your financial life. I will empower you to align your financial assets with your own values and goals. I believe that financial planning should be transparent, using a fee-only structure to minimize conflicts of interest. No commissions and no hidden fees. I personally understand the transformative power of sound financial planning and advice. Before leaving my prior career in corporate finance, and before I knew financial planning was even a profession, I built my own extensive plan for my family. We wanted to figure out if I could take time off of my career to start a family and become a stay-at-home mom while our kids were young. That basic plan (built with an Excel spreadsheet) served as a guidepost for the financial decisions my family and I have faced. My background  I have an MBA in Finance from Georgetown University and an undergraduate degree in Business Administration from Bloomsburg University. I hold the CFP® certification and passed the Series 65 Uniform Investment Adviser exam. I worked as an associate financial advisor and wealth planner for an independent broker-dealer before launching my own practice.

Larry Edwards is a financial advisor with Commonwealth Asset Management Group LLC in Fairfax, VA, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Bestvest Investments Ltd and serves as an adjunct professor at Northern Virginia Community College, where he teaches three classes per semester. Commonwealth Asset Management Group LLC is an independent, single-adviser firm providing discretionary investment management and financial planning services to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis to manage customized portfolios that may include equities, fixed income, mutual funds, ETFs, and options, with occasional use of derivatives for hedging and tactical purposes.

Arturo Rodriguez is a CFA® charterholder and the sole advisor at Simplexity Investment Management, LLC, with 13 years of industry experience. He has been with Simplexity since its founding in 2013. Simplexity Investment Management provides discretionary investment supervisory services to high-net-worth individuals, trusts, estates, corporations, other investment advisers, and pooled investment vehicles. The firm primarily uses mutual funds and exchange-traded funds, employing a mix of fundamental, technical, and cyclical analysis with both long- and short-term trading strategies.

Christine Mistr is a CFP® and holds a Series 65 license with 19 years of industry experience. She has been with Dominion Financial Consultants, LLC since 2006. Dominion Financial Consultants provides comprehensive financial planning and wealth management services to individuals, retirement plans, trusts, estates, nonprofits, corporations, and small businesses. The firm combines investment advisory, accounting, and legal/tax services, offering diversified asset allocation and business consulting tailored to a small client base.

James Knochenmus is a CFP® professional with four years of experience, currently serving as the sole advisor at Vitality Planning, LLC. He has prior experience at CapTech Ventures, Inc. and is president of Cavalier International Investments, LLC, a real estate development company. Vitality Planning serves individual and high-net-worth clients with tailored investment management and comprehensive financial planning, emphasizing strategic asset allocation with flexibility for tactical adjustments and client-specific ESG considerations. The firm maintains a small client roster and offers ongoing subscription-style planning alongside discretionary portfolio management.

Mario Pizzamiglio is a CFP® professional with five years of experience in financial advising, currently serving as the sole advisor at Ardent Guardian Wealth Advisory, LLC. He has prior experience at Blackhawk Wealth Advisory, LLC and XYPN Invest. In addition to his advisory work, he is a principal at 6Accounting, LLC, a tax firm, and Ardent Guardian, PC, a law office where he drafts estate plans and provides business legal advice. Ardent Guardian Wealth Advisory, LLC is a fee-only registered investment adviser offering wealth management, comprehensive financial planning, and tax-preparation services to individuals, high-net-worth clients, and businesses. The firm’s approach is based on Modern Portfolio Theory, focusing on passive investment management using diversified index funds and ETFs, with investment management provided alongside ongoing financial planning.

George Zhuang is a financial advisor with A.G. Advisory Firm, LLC, holding a Series 65 designation and one year of industry experience. His prior experience includes roles at Thrivent Advisor Network, BMO, the Federal Reserve Bank, Plains Commerce Bank, and the Atlantic Institute of Oriental Medicine. He is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. A.G. Advisory provides discretionary investment management services to individuals, high-net-worth clients, trusts, estates, and businesses, offering customized portfolios that include ETFs, mutual funds, stocks, and bonds. The firm sponsors a wrap-fee program and publishes a weekly periodical, Admiral Guy, delivering investment insights to its clients.

Paul Collinson is a CFP® professional with 14 years of experience in financial advising. He has been with Legacy Planning Advisors, LLC since 2011. He is a member of the Garrett Planning Network Alliance, a nonprofit organization supporting fiduciary and fee-only financial advice. Legacy Planning Advisors, LLC provides personalized financial planning and investment advice to individuals, trusts, estates, and small businesses. The firm operates on a fee-only basis, offering tailored services such as comprehensive plans, ongoing advisory agreements, or limited-scope hourly engagements, with clients retaining control of their assets.

Robert Moore is a financial advisor at Everman Prosperity LLC with two years of industry experience. He holds a Series 65 designation and has served in the United States Army since 2003, continuing active military duty alongside his advisory role. Everman Prosperity is an independent firm that provides investment management, retirement plan services, and financial planning to individuals, high-net-worth clients, foundations, charities, and employer plan participants. The firm operates on a fee-only basis and employs a strategic asset allocation approach combining passive and active management, including socially responsible investment options.

Kelly Barrow is a CFP® professional with eight years of industry experience, currently operating as the sole advisor at Cedar Grove Financial Planning, LLC. Prior to founding Cedar Grove in 2022, she worked at TIAA and TIAA-CREF Individual & Institutional Services from 2015 to 2020. Cedar Grove Financial Planning is a fee-only, state-registered firm that provides comprehensive fiduciary financial planning through flat-fee and limited hourly engagements. The firm serves individuals and families, including U.S. Foreign Service personnel and military service members living abroad, emphasizing behavioral finance and goal-driven planning without managing client assets.

We believe wealth should provide greater freedom, not greater complexity. Rule72 Financial helps individuals and families thoughtfully coordinate their investments, financial planning, and the important decisions that come with significant wealth. **A Personal and Family Approach** We begin with what matters to you—your family, priorities, concerns, and the life your wealth is intended to support. From there, we build a financial strategy around those priorities and help carry it forward over time. Many of the families we work with have accumulated wealth gradually through successful careers, disciplined saving and investing, business ownership, or an inheritance. They may have accounts spread across different institutions, tax considerations to manage, retirement decisions approaching, or simply more financial complexity than they want to manage alone. Our role is to bring those pieces together. **Thoughtful Investing. Coordinated Planning.** Investment management and financial planning should not operate separately. We manage portfolios in the context of your retirement income, taxes, cash flow, estate plan, charitable giving, family priorities, and other financial decisions. That means going beyond making recommendations. We help determine what should be done, explain the choices clearly, and implement and manage the strategies you choose. You remain in control of the destination; our job is to help navigate the financial decisions required to get there. **A Deliberate Approach to Markets** Good wealth management rarely requires reacting to every market move. We believe portfolios should have a purpose within the larger financial plan. Our approach emphasizes diversification, tax awareness, appropriate risk, disciplined portfolio management, and staying focused on the decisions that matter most. Rather than adding complexity for its own sake, we look for thoughtful strategies that can be understood, implemented, and maintained. **Working With the People You Trust** Wealth decisions often extend beyond investments. When appropriate, we work alongside your CPA, estate attorney, and other professionals so tax, estate, investment, and planning decisions can be considered together rather than in isolation. **Stewarding Wealth Across Generations** Whether your wealth was built over decades, inherited from someone important to you, or created through a business or career transition, eventually the question becomes larger than investment performa

I founded GuidePoint because I believe that fee-only financial planning is the road map to an amazing place – financial freedom. Financial freedom gives you the power to plan for endless possibilities. It is the power to retire early, send your kids to any college, or spend more of your precious time with the ones that matter most. For me, this all begins by working in a transparent, fee-only manner. This means every day we are working for you and your best interests. Together we will explore valuable planning opportunities, uncover financial blind spots, and achieve an even greater tomorrow. As a planner, one of my favorite quotes is, "The best time to plant a tree was 20 years ago - the second best time is now." If you have never worked with a fee-only planner before, I am excited to share our distinct approach with you. I offer a free 30-minute call where you can ask me any financial questions you may have.

Alessandro D'agaro is a CFA charterholder and principal of D'Agaro Financial Advisory LLC, an independent advisory firm based in Alexandria, VA. He has one year of experience at his current firm and previously worked for six years at Thrivent Asset Management. D'Agaro Financial Advisory LLC provides investment management and comprehensive financial planning services to individual and high-net-worth clients on a fee-only, fiduciary basis. The firm integrates fundamental equity analysis with Modern Portfolio Theory, primarily using passive funds and ETFs, and offers flexible planning options including project-based engagements.

Timothy Gardner is a financial advisor at Chatham Wealth Management, LLC, an independent firm based in McLean, VA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to founding his current firm, he worked at Securities America Advisors and Osaic Wealth, Inc. Outside of his advisory role, he serves as a part-time lifeguard at a local recreation center. Chatham Wealth Management is a fee-only, independent registered investment adviser that manages discretionary assets for a small client base. The firm provides investment management, financial planning, and retirement plan consulting, combining passive and active strategies with an option for socially responsible investments, and operates exclusively through a wrap fee program.

Vincent Lucas is a financial advisor and CPA based in McLean, Virginia, with over 20 years of industry experience. He is the sole advisor and owner of Vincent C. Lucas, C.P.A., P.C., where he has worked since 1990. In addition to his advisory role, he holds a management position at Lucas, Moreland and Mastbrook, Inc., a tax and accounting firm with which he has been associated since 2011. His firm provides personalized financial planning and investment advisory services to individuals, small business retirement plans, trusts, estates, and other entities. As a CPA-operated registered investment adviser with affiliated accounting and insurance services, the firm emphasizes tax-conscious portfolio construction, long-term asset allocation, and diversification, managing a select client base with a focus on mutual funds, ETFs, equities, and bonds.

Robert Tucker is the sole advisor at Professional Financial Services, Inc. in Venice, FL, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 47 years of industry experience and has worked at firms including LPL Financial and Grove Point Investments. Tucker has maintained his independent advisory business since 1983. Professional Financial Services, Inc. offers financial planning and advisory services to retirement plan sponsors, business entities, and individual clients, including high-net-worth individuals. The firm emphasizes long-term, after-tax strategies and asset-class diversification through a structured multi-meeting planning process and generally does not accept discretionary trading authority, often acting as a liaison when clients engage external money managers.

Welcome to Acadia Financial Services. It’s different here. From its genesis, we have consciously built a firm that is designed to meet the financial service needs of most individuals and families, while simultaneously addressing many of the hesitations that people face when hiring an advisor. The motivation to form Acadia stemmed from my first experience with a financial advisor. As a Second Lieutenant in the US Air Force back in 1990, I was referred by a friend to his advisor. In short order, it became clear that he did not have my best interests in mind; he did a fairly good job of separating me from my money. I was so dismayed by the incident that I became my own financial advisor, determined to protect others from the same experience. Nearly thirty years later, when it was time to retire from the military, I was called to continue serving others as a Christian financial advisor. I now focus on helping clients pursue financial freedom and contentment. Again, welcome to Acadia Financial Services. I think you will like what you see.

I'm the founder of Gilmore Financial Planning. I work with people building towards financial freedom, from visualizing possibilities, to mapping out what steps to take, to actually living it. I'm a fiduciary, paid only by the flat, transparent fee we agree on, and you keep full control of your own accounts. I'm a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent, an IRS credential reflecting demonstrated tax knowledge. I race regularly at US Masters rowing regattas and love going on adventures with my husband, four boys, and two dogs. Our family budget has categories for rowing and for camping equipment. I understand what it means to plan around the things that matter.

Marjorie Burnett is a CFP® professional with 19 years of industry experience, operating MAB Financial Planning since 2006. She holds Series 65 registration and has a background that includes legal and accounting credentials, though she does not currently practice in those fields. MAB Financial Planning is an independent, fee-only sole proprietorship providing comprehensive financial planning services to individuals and families. The firm focuses on Financial Life Planning using established tools to align advice with clients’ values and life goals, and offers investment guidance based on academic principles without managing client assets or providing discretionary authority.