Kelly Conner Haslbeck is a financial advisor at Clarion Wealth Management Partners with seven years of industry experience. She holds a Series 66 designation and has worked at Clarion since 2015, after a brief tenure at EverSource Wealth Advisors. Kelly is also licensed to provide non-variable insurance and annuities. Clarion Wealth Management Partners serves individuals and families, including high-net-worth clients, as well as small business owners, nonprofit organizations, and employer-sponsored retirement plans. The firm offers investment management, financial planning, and retirement plan consulting, combining traditional and wrap fee programs with educational seminars and workshops.

Mary Scanlan is a Certified Financial Planner (CFP®) with over 32 years of industry experience. She has been with The Scott S. James Company since 1996 and also works with Scott James Group, Inc. in Falls Church, VA. The Scott S. James Company provides financial planning, portfolio management, and trustee services to individuals, small businesses, charities, trusts, and estates. The firm customizes investment programs using a mix of fundamental, technical, quantitative, and modern portfolio theory approaches, with a focus on education and retirement funding.

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 with NHABLA in Arlington, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Atlus Group, KPMG, Merrill, Bank of America, and Fidelity Brokerage Services. NHABLA provides investment management and comprehensive financial planning to individuals, families, and small businesses, managing approximately $33.3 million in discretionary assets. The firm employs a Modern Portfolio Theory and passive management approach combined with rules-based, in-house model portfolios and offers access to alternative investments and third-party managers with ongoing oversight.

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.

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.

Joseph Warren is a financial advisor at Warren Capital Group with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Warren Capital Group since 2005, following a three-year tenure at Cheytac LLC. Outside of his advisory role, he serves on the boards of several companies, including Mortgage Harmony LLC, AmplfiedAg, and Stash Storage, and manages multiple private holding entities. Warren Capital Group provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement accounts, and business entities. The firm manages diversified portfolios across multiple asset classes using fundamental and cyclical analysis and offers a bundled wrap fee program with in-house portfolio management.

Bernard McGinn is a CFA® charterholder with 25 years of industry experience. He has been with McGinn Investment Management since 1992 and currently serves as Chief Investment Officer of Union Street Partners LLC. McGinn Penninger Investment Management provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, employing a long-term, large-cap value equity strategy with a focus on fundamental analysis and contrarian purchases. The firm also acts as sub-adviser to the Union Street Partners Value Fund and offers portfolio management across individual accounts and the fund on a discretionary basis.

Jitendra Tandon is a financial advisor with Ficadenti Tandon Asset Management, Inc. in Springfield, VA, holding 25 years of industry experience. He has worked at Ficadenti Tandon Asset Management since 2000 and also has a longstanding role with the Department of Navy dating back to 1985. Ficadenti Tandon Asset Management, Inc. provides discretionary investment management and consulting services to individuals, families, trusts, businesses, and retirement plans. The firm tailors portfolios based on client-specific financial information and employs a variety of analytical techniques and investment strategies, including performance-based fee arrangements for qualified clients.

I am the proud father of four incredible children (all born within 5 years of each other), and husband to a very patient wife (see previous comment). After attending the US Air Force Academy in Colorado Springs, CO, and while serving on Active Duty in the US Air Force as an Acquisitions Officer, I founded Olsen Family Financial, LLC in 2016, where I work as the firm's Lead Financial Planner with a team of two other amazing military veteran advisors. I then completed a Master's of Liberal Arts, Finance degree from the Harvard Extension School, after which I was fortunate to return to the Academy to teach finance and accounting courses. Following that assignment, I was selected for a PhD sponsorship, which I completed in 2024 at THE Ohio State University, with a research focus on how real estate fits into the personal balance sheet, behavioral finance, military finance, and life insurance. As much as I love financial planning, academia, and working with our clients, I'd much rather be skiing in Utah or Colorado, backpacking or paddleboarding in Wyoming, camping at our favorite state park in Ohio (Hocking Hills), or coaching my kids' lacrosse teams. Your finances, your business, your career, etc., are all important. We want to help you optimize those aspects of your life so that you can do the things that really light your fire.

Steven Tomisek is a CFP® professional with 15 years of industry experience. He is currently with Evermay Wealth Management, LLC and previously worked at Kirk Capital Advisors, LLC and Advisors Financial, Inc. Evermay Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-based approach to provide discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, with portfolios tailored to clients’ investor profiles and ongoing monitoring of third-party managers.

Paul Harney is a financial advisor with CJM Wealth Advisers, Ltd. in Falls Church, VA. He holds the Series 66 designation and has 11 years of industry experience. His prior experience includes roles at Kaplan Financial Group, LLC and Mason Investment Advisory Services. CJM Wealth Advisers, Ltd. provides discretionary and non-discretionary investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients. The firm offers a wrap-fee investment program using a range of securities and applies both fundamental and technical analysis, with policies on AI tool use and client authorization for cryptocurrency transactions.

Jessica Gibbs is a CFP® professional with nine years of industry experience, currently serving as an advisor at Monument Wealth Management since 2015. She is based in Alexandria, VA, and is part of a nine-advisor team. Monument Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing approximately $648 million in assets. The firm employs a blend of investment strategies including ETFs, mutual funds, individual equities, and direct indexing, supported by both fundamental and technical analysis.

Bashar Qasem is a financial advisor at Azzad Asset Management, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Azzad since 1997. Qasem serves as president, CEO, and shareholder of the firm, and is also the director and chairman of Azzad Funds. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, and other organizations. The firm specializes in socially responsible Islamic investing, using proprietary screening tools to exclude certain industries and offering multiple asset-allocation strategies including affiliated mutual funds.

Michelle Glicklin is a financial advisor with McLaughlin Ryder Investments, Inc. in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with McLaughlin Ryder Investments since 2011. Outside of her advisory role, she serves as treasurer and vice chair of the endowment committee at Temple B’nai Shalom. McLaughlin Ryder Investments provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs a mix of active and passive investment strategies and manages most assets on a non-discretionary basis, with a distinctive combination of investment adviser and broker-dealer registrations and an affiliation with Union Street Partners, LLC.

Naima Bush is a CFP® and ChFC® with four years of industry experience, currently serving as a financial advisor at Fruitful. She has previously worked at firms including Ellevest, Cambridge Investment Research, Capital Investment Advisors, Capital Asset Management Group, and Motley Fool Wealth Management. Outside of her advisory work, she owns a knitting and crochet business. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. through a web-based platform and designated guides. The firm employs a diversified, low-cost investment approach focused on passive ETFs and index funds and offers advisory services via a subscription model rather than a traditional percentage-of-assets fee.

Mikael Hallstrom is a financial advisor at USAdvisors Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Osaic Wealth, Inc., Securities America Inc., and USAdvisors Wealth Management. In addition to his advisory role, he is also involved in life, health, and annuity insurance sales. USAdvisors Wealth Management is a multi-advisor firm with 14 professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering portfolio management, model-portfolio strategies, financial planning, and business succession and estate planning services.

Joni Alt is a CFP® with 23 years of industry experience, currently serving as an advisor at Evermay Wealth Management, LLC since 2021. She previously worked at Hopwood Financial Services, Inc. for 11 years. Evermay Wealth Management is an SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm operates a team-centric model offering tailored client service levels and integrates investment, tax, and estate planning through affiliated and third-party resources.

Cathleen Phelps is a financial advisor at Monument Wealth Management with 11 years at the firm and a Series 65 credential. She has four years of industry experience and previously was involved with the Combined Cathedral Crews Rowing Club and the Giving Circle of Alexandria. She is also a manager/member of CDP Consulting LLC, a consulting business based in Alexandria, VA. Monument Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $648 million with a team of nine advisors and offers a range of investment strategies using ETFs, mutual funds, individual equities, and both fundamental and technical analysis.