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.

Richard Allridge is a CFP® professional with 26 years of industry experience. He is a principal at Allridge Wealth Management, Inc., where he has worked since 2002, and also is associated with Century Financial Group, LLC. Allridge Wealth Management, Inc. is an independent, fee-only firm offering customized investment management and advisory services primarily to individuals, trusts, estates, charitable organizations, retirement plans, and other entities. The firm manages all client accounts on a non-discretionary basis, providing portfolio recommendations and ongoing monitoring without exercising trading authority.

Matthew Miller is a financial advisor at Empire Advisors Wealth Management LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Avantax Advisory Services, Inc. and Avantax Investment Services, Inc. In addition to his advisory role, he owns Miller Consulting Group, LLC, which provides accounting and tax preparation services, and serves on advisory boards for Truist Bank, George Mason University, and Radford University. Empire Advisors Wealth Management LLC is a boutique firm serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management. The firm employs a long-term trading strategy based on multiple analytical approaches and acts as a fiduciary, providing customized Investment Policy Statements and ongoing portfolio monitoring.

Goeun Choi is a CFP® professional with seven years of experience in financial advising, currently serving at Buchanan Wealth Management in Reston, VA. Her background includes multiple roles at both Buchanan Wealth Management and LPL Financial LLC since 2018. Prior to her advisory career, she held positions at Freddy's Frozen Custard & Steakburgers, United We Dream, and Dickinson College. Buchanan Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, focusing on retirement objectives. The firm employs an asset-allocation driven approach using efficient-market strategies combined with quantitative and qualitative analysis, managing accounts on a discretionary basis through various custodial platforms and model programs.

Audrey Jones is a financial advisor at Poder Wealth Advisors with two years of industry experience. She holds a Series 65 designation and has previously worked at Carson Wealth, CWM, LLC, and the Elwood & Goetz Wealth Advisory Group LLC. Outside of her advisory role, she is the CEO and founder of SkateFit, LLC, a fitness business. Poder Wealth Advisors serves individual clients, business owners, and nonprofit entities, focusing on discretionary portfolio management and comprehensive financial planning. The firm employs a primarily passive investment approach based on Modern Portfolio Theory and provides tailored planning tracks for diverse client needs.

Edward Giese is a Series 65-registered financial advisor with 14 years of industry experience. He is currently with Promethium Advisors, LLC, where he has worked since 2024. Prior to joining Promethium, he was with Sargent Investment Group LLC and United Capital Financial Advisors. Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting services to both individual and institutional clients. The firm employs a diversified investment approach, combining passive and active strategies, alternatives, and tactical asset allocation, and manages a wrap fee program that encompasses the majority of its assets.

Kevin Mcloughlin is a CFP® professional with six years of industry experience, currently advising at Trio Wealth Management, LLC. His prior experience includes roles at Chain Bridge Bank, United Capital Financial Advisers, Arista Wealth Advisors, and Capital Financial Services. Trio Wealth Management is a fee-only, SEC-registered advisory firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm combines strategic asset allocation and a mix of passive and active investment vehicles with options to delegate management to independent third-party managers while maintaining supervisory oversight.

Ehab Selim is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked at Investology Inc. since 2017 and previously spent three years with Lincoln Financial Advisors. In addition to his advisory role, he is involved in insurance sales through Synergy Consulting, offering various health and life insurance products. Investology Inc. provides portfolio management and financial planning services to individual investors, company retirement plans, and charitable organizations. The firm uses a combination of analytical methods and implements both long-term and short-term trading strategies across a diverse range of asset classes.

Stephen Moss is a financial advisor at Pegasus Financial Group LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Pegasus Financial Group since 2007. In addition to his advisory role, he is the owner of Aging Consultants Group, a consulting services business. Pegasus Financial Group is a Virginia-registered investment adviser serving individuals, estates, trusts, and retirement plans. The firm manages approximately $101.8 million for about 313 clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services with a primarily long-term, fundamental-analysis investment approach.

Ryan Beckwith is a financial advisor at Bluestone® Financial Advisors, LLC in Baltimore, MD, holding a Series 65 designation with three years of industry experience. His prior work includes roles at GP Strategies Corporation and Waddell & Reed. Bluestone Financial Advisors primarily serves entrepreneurs, business owners, high-net-worth individuals, corporations, and charitable organizations, providing personal CFO services through financial planning, consulting, and investment management. The firm emphasizes long-term financial strategy and capital allocation, using fundamental research to guide investment decisions and operates with a fixed-fee pricing model.

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.

Matthew Buchanan is a financial advisor with Buchanan Wealth Management in Reston, VA, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2002 and founded Buchanan Wealth Management in 2019. Buchanan Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, with a focus on retirement objectives. The firm uses an asset-allocation driven approach incorporating efficient-market strategies and manages accounts largely on a discretionary basis through various custodial platforms, also offering a wrap fee program and ERISA Section 3(38) fiduciary services for retirement plans.

Iram Amir is a CFP® and Series 65-registered advisor with SageVest Wealth Management in McLean, VA, bringing three years of industry experience. Prior to joining SageVest, Iram worked at Global Advisor Group and Pavlov Financial Planning. SageVest Wealth Management is an independent, fee-only advisory firm managing approximately $423 million in discretionary assets for individuals, families, trusts, charitable accounts, and small businesses. The firm constructs diversified, multi-asset portfolios using no-load mutual funds, ETFs, and individual bonds, combining fundamental and limited technical analysis with integrated financial planning.

Tomasz Cymer is a CFP® and CFA® with 19 years of experience in financial advising. He is the principal of Opulen Financial Group, LLC, an independent advisory firm he has led since 2014, and has operated as a sole proprietor since 2009. In addition to his advisory work, Cymer holds a licensed insurance agent role, spending part of his time on life, disability, and long-term care insurance sales. He is also involved in educational seminars and teaching through a separate corporate entity. Opulen Financial Group serves individuals, high-net-worth clients, and corporations with portfolio management, comprehensive financial planning, and retirement plan services. The firm emphasizes documented investment policies, fundamental analysis, and combines direct management with third-party platform oversight, while offering ERISA 3(21) fiduciary services and participant education.

Christopher Poch is a financial advisor at Promethium Advisors, LLC with 39 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley Private Bank and as an independent consultant and author. Outside of his advisory work, he is involved in executive coaching through Purpose Advisors, LLC, serves on the finance committee of the Society of the Sacred Heart, and has authored books on investment topics. Promethium Advisors provides discretionary investment management, financial planning, and consulting services to individuals—including both high-net-worth and non-HNW clients—as well as institutional clients such as pension plans and nonprofits. The firm uses a diversified investment approach that combines passive and active strategies, alternatives, and tactical asset allocation, with continuous portfolio monitoring and oversight of any Independent Managers employed.

John Ohly is a financial advisor with Bontempo Ohly Capital Management, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Bontempo Ohly since 2004. Bontempo Ohly Capital Management provides discretionary investment management, financial planning, and consultation services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm uses strict quantitative modeling and customized portfolios based on client risk tolerance, time horizon, and goals, operating with discretionary trading authority and conducting ongoing portfolio reviews.

Joshua Stillman is a financial advisor at Capitol Financial Consultants, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Capitol Financial Consultants since 2014. Outside of his advisory role, he serves as an adjunct professor at George Mason University, teaching a financial planning and wealth management capstone course. Capitol Financial Consultants provides financial planning, investment advice, and supervisory services to individuals, high net worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs in-house asset allocation models, fundamental analysis, and manager due diligence, following a primarily buy-and-hold strategy with tactical adjustments.

Farzana Sultana is a financial advisor at Crescent Meridian Capital LLC with over 23 years of industry experience. She holds a Series 66 credential and previously worked at Ameriprise Financial Services from 2010 to 2026. Outside of advisory work, she is involved in business ownership of JaMaxwell Logistics and serves on the boards of the Bangladeshi American Network for Democracy and the Holy Cross S&C Dhaka Alumni. Crescent Meridian Capital offers discretionary and non-discretionary investment management and financial planning services to individuals, families, and small businesses. The firm focuses on long-term growth, capital preservation, and risk management through diversified portfolios utilizing ETFs, mutual funds, equities, and fixed income, with an emphasis on direct management and tax-aware strategies.

Ormand Bontempo is a financial advisor with Bontempo Ohly Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Bontempo Ohly Capital Management since 2004. Bontempo Ohly Capital Management provides discretionary investment management, financial planning, and consultation services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm uses strict quantitative modeling for security analysis and manages customized portfolios based on client risk tolerance, time horizon, and goals.

Mehrdad Tafazoli is a financial advisor at Integrated Financial Solutions, Inc. with 37 years of industry experience. He holds the ChFC® designation and has worked previously with FSC Securities Corporation and PPG Pension Administrators, LLC. He is also a partner in a third-party retirement plan administration firm. Integrated Financial Solutions serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm uses a risk-tolerance questionnaire and portfolio-optimization tools to construct individualized portfolios and manages over $300 million in assets across more than 200 client accounts.