Tyler Harper is a CFP® with two years of industry experience, currently serving as a financial advisor at Variant Private Wealth LLC. Before joining Variant, he worked at Valeo Financial Advisors LLC and Precision for Medicine. Outside of finance, he has experience in secondary education and worked at Manhattan Pizza. Variant Private Wealth provides fee-based financial planning and individualized investment management to individuals, families, trusts, charitable organizations, pension plans, and corporations. The firm builds investment recommendations from client-specific financial plans using fundamental and technical analysis, and manages wrapped accounts through its sponsored wrap-fee program.

Luke Avery is a CFP® and Series 65-licensed advisor at DecisionMap Wealth Management, LLC with three years of industry experience. Prior to joining DecisionMap, he worked at Goldman Sachs Personal Financial Management and has experience in both financial services and other sectors including education and logistics. DecisionMap Wealth Management provides financial planning, consulting, and investment management to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment strategy that combines passive and active approaches, tailoring portfolios to clients’ objectives and risk tolerances.

Jason Hemeon is a CFP® and ChFC® with 23 years of industry experience. He is currently with Argo Wealth Advisory, LLC, where he has worked since 2025. Prior to this, he spent seven years at Raymond James & Associates and nine years at Wells Fargo Advisors. Argo Wealth Advisory provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental-analysis approach with a long-term orientation, utilizing model portfolios composed of mutual funds, ETFs, individual stocks, bonds, and options, and incorporates Independent Manager overlays and borrowing within separately managed accounts.

Tirumala Kollur is a financial advisor at Sampatti Financial LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Sampatti Financial since 2015, as well as at Isolvers Inc and CGH Technologies, Inc. Kollur is based in Leesburg, VA. Sampatti Financial LLC provides discretionary asset management and employee benefit plan advisory services to individuals, high-net-worth clients, and small businesses. The firm employs a blend of fundamental, technical, and charting analysis across various investment strategies, managing portfolios on a discretionary basis tailored to clients’ risk tolerance and objectives.

Robert Fredeen III is a financial advisor at AD Deum Funds, LLC with four years of industry experience. He holds Series 65 and Series 66 designations and has worked at firms including AGM Institute, Mark Trost Financial, Bull Run Financial Group, and Rillhurst Capital. AD Deum Funds primarily serves individual investors with discretionary portfolio management, investment planning, and sub-advisory services. The firm employs an options-centric investment approach using algorithmic tools and option dealer positioning signals to tailor strategies across managed accounts and a private pooled vehicle, and it also publishes a paid newsletter with a multi-tier subscription platform.

Ryan Scott is a financial advisor at Brighter Financial Capital Management, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and KLDiscovery. He is also affiliated with Clark & Associates, Inc., where he is involved in insurance services. Brighter Financial Capital Management provides investment and financial planning services to individuals, including high-net-worth clients, corporations, and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, plan advisory, multi-tiered financial planning, and educational seminars, often implementing client programs through discretionary authority with third-party managers.

Ning Jin is a financial advisor at Florin Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Florin Group, Jin held roles at Fortune and Beyond, J&J Premier Financial Alliance, and various companies in other sectors. Florin Group provides personalized investment management and financial planning services primarily to high-net-worth and multigenerational households, offering portfolio management and financial plans tailored to individual client needs. The firm emphasizes tax-aware implementation and multigenerational engagement, including senior-care planning and assisted-living fee negotiation.

Gladwyn Financial Advisors, Inc. is owned and operated by Timothy T. Murray and his wife Polly A. Murray. Tim has lived in Northern Virginia since 1972, has been a small business owner since 1993, and a financial planner since 2002. In 2000, Tim and Polly closed their learning center to allow Tim to fully pursue what had been, for many years, his undeniable interest — personal finance. After completing the required coursework and passing the CFP exam in 2002, Tim affiliated with Capital Planning & Investments, Inc. in Fairfax, as a financial planner and investment advisor. In 2005, Tim decided to go it alone and founded Murray Financial, Inc., a registered investment advisory (RIA) firm, which was subsequently renamed Gladwyn Financial Advisors in 2021. Tim’s motivation to start this business was his belief that fee-based investment advice alone, as opposed to dual agency (fee and commissioned based) was most appropriate for, not only him, but more importantly, his clients. As an RIA-only, Tim was then able to serve his clients without the corporate or institutional conflicts-of-interest prevalent in the financial services industry. Gladwyn’s investment advice revenue is limited to hourly charges or fees based on assets under management (AUM). While no longer preparing income tax returns for clients, Tim has been an income tax practitioner since 1986. He is a member of the National Association of Tax Preparers and annually maintains and improves his tax knowledge by way of continuing education courses. In 2006, after discovering that several new clients had previously made very poor divorce settlement decisions, Tim went back to school (again) to earn the Certified Divorce Financial Analyst® (CDFA®) designation so that he could be better equipped to help those going through this very emotional difficult and financially trying time. With Tim's wide range of education, work, and life experiences, he provides a broad and balanced perspective to financial decisions. He enjoys and is fully dedicated to educating others on their personal finances. Whether you are a recent retiree, in mid-career, a small business owner, or a new college graduate, Tim and his team are prepared to help you meet your financial goals and provide you with client-centered financial planning, investment, and tax advice.

Stephen Guokas is a financial advisor at Kuhn & Company Investment Counsel, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at JP Morgan Chase, Simplicity Wealth Management, and Raymond James. Outside of finance, he has been involved with the Grant Park Music Festival. Kuhn & Company Investment Counsel is a registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and consulting services, utilizing approaches such as fundamental and cyclical analysis and modern portfolio theory, and may employ third-party manager programs and tax-management techniques like tax-loss harvesting.

Matthew Shriver is a CFP®, CFA®, and Series 63 credentialed advisor with 24 years of experience. He has been with Alexander Randolph Advisory, Inc. since 2002. The firm provides investment management, wealth management, and financial planning services to individuals, trusts, retirement plans, and charitable organizations. Alexander Randolph Advisory customizes portfolios based on client-specific investment policy statements and emphasizes fundamental analysis, low-cost funds, and transaction cost minimization, managing approximately $364 million across 143 client portfolios.

Josiah Hunter is a financial advisor at Revolution Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including MML Investor Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he owns Lindsey Business Group, which offers various insurance products, and JR Hunter, Inc., a CPA and tax preparation business. Revolution Wealth, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a combination of fundamental analysis, quantitative models, and technical analysis, managing approximately $53.5 million across about 75 client relationships with a focus on both long-term and short-term investment strategies.

Rast Gozeh is a CFP® and CFA® charterholder with 12 years of experience in the financial industry. He has worked at Kassira Wealth Management, LLC since 2020 and previously held positions at Sierra Nevada Corporation and T. Rowe Price Investment Services, Inc. Kassira Wealth Management serves individual and high-net-worth clients, trusts, estates, and business entities with discretionary asset management and financial planning, utilizing a blend of fundamental, technical, and strategic investment approaches that include selective use of derivatives.

Charlotte Bell is a financial advisor at Trio Wealth Management, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase Bank, JPMorgan Securities, Goldman Sachs, and Bluespring Wealth Partners. Trio Wealth Management is a fee-only, SEC-registered firm that serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a modern portfolio theory-based approach, balancing passive and active investment vehicles, and offers educational seminars and flexible planning engagements.

Jon Marable is a financial advisor at ReFrame Wealth, LLC with 4 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Key Investment Services LLC and KeyBank. ReFrame Wealth serves individuals, high-net-worth clients, trusts, and estates with discretionary wealth management, portfolio management, and financial planning. The firm follows a long-term investment approach based on Modern Portfolio Theory and offers customized portfolios with tax-aware options and specialized strategies.

Vijay Bhaskar Prasad Duddumpudi is a financial advisor at BORA Capital, LLC with a Series 65 credential and no prior industry experience. Before joining BORA Capital, he held roles at Neurocrine Biosciences, Biogen, Novartis, and ZS Associates, with his current outside employment as a Senior Manager in Commercial Analytics at Biogen, focusing on data and commercial strategy analytics. BORA Capital provides portfolio management services to individual and high-net-worth clients, emphasizing fundamental equity analysis and long-term investment strategies. The firm offers both discretionary and non-discretionary account management, utilizes tailored model allocations, and conducts regular portfolio reviews.

Melinda Wiedel is a financial advisor at Kilner Capital Advisors, LLC with 18 years of industry experience. She holds a Series 65 credential and has been with Kilner Capital Advisors since 2014. Kilner Capital Advisors provides discretionary investment management, retirement-plan advisory, and financial consulting to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory and a buy-and-hold strategy, emphasizing broadly diversified, passively managed mutual funds and conservative fixed-income securities.

Tracy Shen is a financial advisor with Florin Group, LLC in McLean, VA, holding the ChFC® and Series 66 designations and bringing 26 years of industry experience. She has been with Florin Group and Purshe Kaplan Sterling Investments since 2013. Outside of advisory work, Shen sells life insurance and acts as an independent insurance agent for various companies. Florin Group provides personalized investment management and financial planning for individuals, trusts, foundations, endowments, and corporations, focusing on high-net-worth and multigenerational households. The firm develops client-specific investment policies and manages diversified portfolios with an emphasis on tax-aware implementation and multigenerational engagement.

Joel Stillman is a CFP® with 43 years of experience in the financial services industry. He is president and COO of Capitol Financial Consultants, Inc., and has held leadership roles at several firms including Sterling Wealth Management, Inc. and Capitol Securities Management, Inc. Outside of his advisory work, he serves as a basketball referee. 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 strategy based on in-house asset allocation models, fundamental analysis, and manager interviews, offering both discretionary and non-discretionary account management along with ancillary services such as tax preparation and business planning.

Megan Clark is an investment adviser representative with Brighter Financial Capital Management, LLC and holds Series 63 and Series 66 credentials. She has 12 years of industry experience and has worked with firms including Madison Avenue Securities and Clark/Barbour Asset Strategy Partners. Clark is also the CEO and owner of Clark & Associates, Inc. Financial Solutions and serves as treasurer for the Fairway Executive Center Condo Board. Brighter Financial Capital Management provides investment and financial planning services to individuals, corporations, and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, plan advisory, and educational seminars, serving a high client load with a multi-tiered planning approach.

Ricky Faircloth is a financial advisor at Berg Faircloth Investment Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in various related businesses since 1980, including ownership of a tax preparation and accounting firm where he serves as a CPA. Additionally, he owns and operates a farm and real estate sales business in Virginia. Berg Faircloth Investment Advisors provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs fundamental and cyclical analysis with both long- and short-term trading strategies across multiple asset classes and integrates tax and accounting advice through its affiliation with an accounting practice.