Joshua Zins is a financial advisor at Plandeavor with Series 63 and Series 65 licenses and eight years of industry experience. He worked at Northwestern Mutual Investment Management for six years before joining Plandeavor in 2024. Plandeavor provides discretionary asset management, comprehensive financial planning, and hourly consultation to individuals, business entities, trusts, and estates. The firm uses a quantitative investment approach incorporating asset allocation, Modern Portfolio Theory, ETFs, and direct indexing, and emphasizes ongoing planning supported by client portal data aggregation and pre-engagement educational sessions.

Kevin Cope is a CFA® charterholder with nine years of industry experience and is currently a managing member of Cope Connelly in Arlington, VA. He has worked at Hutchinson Capital Management and XPS Capital LLC prior to his current role. Cope is also involved with C4M Global Advisors LLC, a related advisory firm, and oversees the governance of Cope Connelly SPV Management LLC, a special purpose vehicle entity. Cope Connelly serves individuals, pension plans, and business entities by providing discretionary portfolio management, financial planning, pension consulting, and private placement consulting. The firm emphasizes documented investment policies, regular portfolio reviews, and incorporates charting and technical analysis within a long-term trading approach while actively advising on private placements and special-purpose vehicles.

Mark Katz is a financial advisor with Katz Family Financial Advisors, LLC in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Katz Family Financial Advisors since 2005 and previously at UBS Financial Services and Eastern Point Advisors Inc. Katz Family Financial Advisors provides investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-HNW clients, employing a non-discretionary management approach based on fundamental analysis and proprietary screening, and operates its own wrap-fee program.

Angela Barbour is a Series 65-licensed financial advisor with 10 years of industry experience. She currently works at Arkagos Advisors & Asset Management, Inc. and previously spent 10 years at Brookstone Capital Management. She has been associated with Tarkenton Financial, LLC since 2004. Arkagos Advisors and Asset Management serves individual and high-net-worth clients by providing portfolio management, comprehensive financial planning, and access to private investments. The firm employs model-based allocations combining technical, fundamental, and modern portfolio theory techniques tailored to client objectives and risk tolerance.

Stephen Memery is a financial advisor with Iconic Wealth Management in Alexandria, VA, holding Series 63 and Series 65 designations and 22 years of industry experience. His prior roles include positions at Omnia Vincet Capital Management, Bay Capital Advisors, Merrill, and Morgan Stanley. Iconic Wealth Management serves individual and high-net-worth clients as well as trusts, offering discretionary portfolio management and financial planning. The firm employs a Quantitative Value Bias investment approach that integrates fundamental analytics, technical tools, diversified allocations, and options strategies tailored to client risk profiles.

Leah Bryan is a financial advisor at Bryspen, Incorporated, holding a Series 65 designation with 22 years of industry experience. She has been with Bryspen since 1993. Bryspen provides advisory services to high-net-worth individuals and corporate clients, offering comprehensive financial planning and investment supervisory services. The firm manages a substantial portion of assets on a non-discretionary basis and emphasizes a fundamental, analytical investment approach tailored to each client’s specific circumstances.

Thomas Ricketts is a CFA® charterholder with 23 years of industry experience. He has been with Evolutionary Tree Capital Management, LLC since 2017 and previously worked at the Massachusetts Institute of Technology for one year. Evolutionary Tree Capital Management provides discretionary portfolio and investment management services to individuals, family offices, estates, trusts, retirement plans, and institutional clients, managing approximately $91.7 million in assets. The firm employs an innovation-focused, concentrated growth strategy with a long-term horizon, combining fundamental research with industry and ecosystem analysis.

Daniel Sendi is a CFP® with 27 years of experience in the financial industry. He is a principal at Portfolio Advisory Group, Inc., where he has worked since 1999. In addition to his advisory role, he serves as Vice President of Portfolio Tax Group Inc., a tax, bookkeeping, and payroll services firm. Portfolio Advisory Group provides investment advisory, consulting, and financial planning services to a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm employs a primarily fundamental investment approach with tailored equity allocation limits and offers both discretionary and non-discretionary asset management.

Sherman Ethridge is a CFP® with 14 years of industry experience. He currently serves as an advisor at Capital Area Planning Group, having previously worked at CIC Wealth, LLC and Wells Fargo Clearing. Outside of his advisory role, he is involved in public speaking on investment topics through his sole proprietorship, Ethridge Consulting, LLC, and serves on the board of a Bluetooth headphone manufacturer, Dome Audio Inc. Capital Area Planning Group provides discretionary portfolio management, financial planning, and employee benefit plan consulting to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers customized, actively managed portfolios using Modern Portfolio Theory and fundamental analysis, and maintains affiliated non-advisory businesses such as tax preparation and insurance brokerage.

David Sendi is a CFP® with 27 years of industry experience and is a principal at Portfolio Advisory Group, Inc. in Alexandria, VA, where he has worked since 1999. In addition to his advisory role, he is president of Portfolio Tax Group, Inc., which provides tax, bookkeeping, and payroll services, and he also offers legal services through a separate practice. Portfolio Advisory Group offers investment advisory, consulting, and financial planning services to a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm employs a primarily fundamental investment approach with both long- and short-term strategies, and provides tailored reporting and reviews to meet client objectives.

Scott Marx is a CERTIFIED FINANCIAL PLANNER™ with 27 years of industry experience. He is currently with SMP Financial Planning, LLC, where he has worked for four years. Prior to this, he was with TIAA-CREF from 2010 to 2022. SMP Financial Planning provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and select employer-sponsored 401(k) plans. The firm focuses on customized, long-term portfolios and offers specialized management of restricted and legacy securities.

Jared Jones is a CFP® professional with eight years of industry experience, currently serving as an advisor at Omega Wealth Management LLC since 2015. He is based in Arlington, VA and works within a six-advisor team. Omega Wealth Management provides life and wealth planning, portfolio management, and consulting services to individuals, trusts, estates, corporations, and other entities. The firm employs a goals-based investment process that incorporates formal client interviews and risk assessments to construct portfolios tailored by time horizon, investment objective, and tax considerations.

Lisa Kirchenbauer is a CFP® professional with 23 years of industry experience, currently serving at Omega Wealth Management LLC in Arlington, VA. She has worked with Omega Wealth Management since 2008 and also leads Omega Wealth Consulting, LLC, where she provides business and life planning training, coaching, and consulting to institutions, small businesses, and individuals. Omega Wealth Management offers life and wealth planning, portfolio management, and consulting services to individuals, trusts, estates, and corporations. The firm employs a goals-based investment process tailored by client interviews and risk assessments, managing assets primarily on a non-discretionary basis and incorporating strategies such as borrowing and derivatives within client accounts.

Evelyn Ovando Flores is a financial advisor at Omega Wealth Management LLC with a Series 65 designation and two years of industry experience. Prior to joining Omega Wealth Management in 2022, she held roles in education and community service, including positions at the University of Mary Washington and Action in Community Through Service. Omega Wealth Management is a six-advisor firm serving individuals, trusts, estates, corporations, and other entities with life and wealth planning, portfolio management, and consulting. The firm employs a goals-based investment process, managing assets primarily on a non-discretionary basis, and incorporates borrowing and derivative strategies within client accounts.

Jeffery Erber is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has been with Grey Owl Capital Management, LLC since 2009. Outside of his advisory role, he is involved in a retail food business called CHEESETIQUE. Grey Owl Capital Management provides discretionary portfolio management and advisory services to both high-net-worth and non-high-net-worth individual clients. The firm manages approximately $47.7 million in assets across 33 client relationships and is noted for publicly disclosing historical performance results in its ADV materials, a practice uncommon among similar-sized supported firms.

Johnny Medina is a financial advisor at RidgeOak Wealth with seven years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Merrill, KPMG, and Fidelity Brokerage Services. Medina is also associated with NHABLA, where he has been involved since 2019. RidgeOak Wealth is a registered investment adviser serving primarily individual and high-net-worth clients. The firm manages approximately $33.3 million for about 25 clients and combines Modern Portfolio Theory and passive, low-cost ETFs with quantitative, fundamental, technical, and economic analysis to guide its rules-based portfolio strategies.

Sarah Slattery is a CFP® and Series 66 professional with eight years of industry experience. She has worked at PieCapital Wealth Management LLC since 2026 and previously spent 11 years at Truist Bank. PieCapital provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods, offering a range of investment strategies including options and access to private placements and venture capital.

Jacob Katz is a financial advisor at Katz Family Financial Advisors, LLC in Alexandria, VA, holding a Series 65 designation with three years of industry experience. His work history includes roles at Rogo and Greenhill & Co., as well as time spent at Katz Family Financial Advisors since 2022. Katz Family Financial Advisors offers investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm uses fundamental analysis and proprietary screening methods to allocate assets among equities, fixed income, mutual funds, and ETFs, operating its own wrap-fee program and providing educational seminars to clients.

Laura Marrero Garcia is a financial advisor at Capital Area Planning Group in Washington, DC, holding a Series 65 license. She has one year of experience in the financial industry following a 13-year career at NASA and concurrent work at Southern New Hampshire University. Capital Area Planning Group provides discretionary investment management, financial planning, and employee benefit plan advising for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm offers customized, actively managed portfolios and integrates tax preparation, mortgage brokerage, and insurance services under common ownership.

Lily Poy is a CFP® and holds a Series 66 license with 16 years of industry experience. She has worked at Iconic Wealth Management since 2017 and previously spent four years at Omnia Vincet Capital Management, LLP. Iconic Wealth Management serves individual investors, high-net-worth individuals, and trusts by providing discretionary portfolio management, financial planning, and a derivatives strategy for qualified clients. The firm employs a Quantitative Value Bias investment approach that integrates fundamental analysis, CAPM, macroeconomic inputs, and technical tools, focusing on individualized portfolio management through a small, two-advisor team.