Efrata Kirose is a financial advisor at One Oak with a Series 65 designation and two years of industry experience. Prior to joining One Oak, Kirose worked at Align Impact, LLC, Working Within, Syntrinsic LLC, Syntrinsic Investment Counsel, Obermeyer Wood Investment Counsel, and Established. Outside of financial advising, Kirose owns and operates EDK Creative LLC, a graphic design and marketing services business. One Oak provides outsourced chief investment officer and customized investment advisory services primarily to institutional clients, focusing on comprehensive investment policy development, manager selection, and ongoing due diligence. The firm emphasizes an integrated OCIO approach and serves a relatively small client base with a high account threshold.

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.

Khalid Usmani is a financial advisor at One Oak with 7 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Allstate and Avantax Wealth Management. He is also president of MIU Partners LLC, an independent insurance agency specializing in property, casualty, and life insurance. One Oak provides outsourced chief investment officer (OCIO) and customized investment advisory services primarily to institutional clients such as endowments, foundations, and family offices. The firm emphasizes an integrated OCIO model with discretionary and non-discretionary management, combining various analytical techniques and ongoing due diligence.

Chris Bettencourt is a CFP® professional with 17 years of industry experience, currently serving at Bethesda Financial Advisors, LLC since 2014. He also holds licenses as a life, annuity, and health insurance agent and is a licensed loan officer with Bancstar Mortgage, LLC, working 10 hours or less per week in mortgage financing. Bethesda Financial Advisors serves individual and high-net-worth clients with portfolio management and financial planning, using a blend of core passive allocation and active tactical adjustments tailored to clients’ risk tolerance and goals.

Paula Pass is a Certified Financial Planner (CFP®) with 13 years of industry experience. She is currently with Arkagos Advisors & Asset Management, Inc., where she has worked since 2021. Her prior experience includes roles at Brookstone Capital Management, Center Street Advisors, and Wells Fargo Clearing. Outside of her advisory role, she operates as an independent insurance agent specializing in fixed insurance products. Arkagos Advisors & Asset Management serves individual and high-net-worth clients by providing portfolio management, comprehensive financial planning, and access to private investments. The firm uses model-based allocations and a combination of technical, fundamental, and modern portfolio theory approaches tailored to client objectives, offering both discretionary and non-discretionary portfolio management.

Robert Lee is a CFA® charterholder with 14 years of industry experience. He has worked at Doxa Capital, LLC since 2015 and previously spent three years at Morgan Stanley. Lee holds a Series 66 license and is based in Arlington, VA. Doxa Capital, LLC provides discretionary and non-discretionary portfolio management and advisory services to individuals, charitable organizations, and corporate profit-sharing plans. The firm manages approximately $71 million across around 75 client accounts and offers two primary investment programs: a passive, rules-based ETF allocation strategy and a more active, tactical management option.

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 with The Scott S. James Company in Falls Church, VA. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Market America and has experience in education at Union College and Falls Church High School. The Scott S. James Company manages approximately $139 million for a diverse client base including individuals, small businesses, charities, trusts, and estates. The firm offers customized financial planning and portfolio management services, employing both fundamental and technical analysis alongside modern portfolio theory.

Nicholas Boyd is a financial advisor at Calvert Wealth Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at APW Capital, Inc., Addison Group, and American University. Calvert Wealth Management is a three-advisor firm serving individuals, trusts, estates, charitable organizations, profit-sharing plans, and business entities. The firm manages approximately $189.6 million across about 360 client relationships, providing discretionary portfolio management, comprehensive financial planning, and institutional wealth management services with an emphasis on asset allocation using core model portfolios.

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.

Peter Ryan is a financial advisor at Alikos Wealth Management, LLC with nine years of industry experience. He holds the Series 65 designation and has been with Alikos since 2015. Ryan also has over 30 years of experience at Ryan & Wetmore P.C. Outside of his advisory work, he is involved as a member in several real estate investment partnerships. Alikos Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and small businesses by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes long-term, broadly diversified portfolios primarily implemented with passively managed mutual funds and ETFs, and offers customized solutions including ESG, tax-sensitive, and fixed-income accounts.

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.

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.

Saqib Rashid is a financial advisor at One Oak with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Inverness Capital Advisors, Blue Sand Securities LLC, and Abraaj North America. Outside of his advisory role, he is a partner at OneOak Holdings, LLC, which provides outsourced CIO and investment portfolio services to charitable foundations, and he also consults for several private equity and venture capital firms on marketing and institutional investor relations. One Oak provides outsourced chief investment officer and customized investment advisory services primarily to institutional clients such as endowments, foundations, and family offices. The firm employs an integrated OCIO model that includes policy development, asset allocation, manager selection, due diligence, and performance reporting, focusing on larger or institutional mandates with a low client-to-advisor ratio.

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.

Audrey Jones is a financial advisor at Poder Wealth Advisors with a Series 65 designation and three years of industry experience. She previously worked at Carson Wealth and CWM, LLC. Outside of her advisory role, she is the founder and CEO of SkateFit, LLC, a fitness business. Poder Wealth Advisors serves individual clients, including high-net-worth households, business owners, and nonprofit entities. The firm uses a primarily passive, Modern Portfolio Theory-based investment approach and offers discretionary portfolio management, financial planning, and insurance assistance.

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.