Kevin Lozer is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Oakton Financial, LLC. He previously worked for ten years at CLEARLOGIC FINANCIAL, INC., formerly known as Ticknor Atherton & Associates. Oakton Financial serves high-net-worth individuals and small businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes a strategic asset-allocation approach based on Modern Portfolio Theory, tax-aware investments, and a boutique, limited-client model without charging percentage-of-assets-under-management fees.

Alexander Levy is a CFA® charterholder and financial advisor at Noordzee Capital LLC with one year of industry experience. He manages operations and content for Jetway Intel LLC, a news media and market intelligence firm focused on the airline and aerospace industries, and leads Noordzee Consulting LLC, providing research and consulting services. Noordzee Capital serves institutional clients, employer retirement plans, family offices, and high-net-worth individuals, including a significant non-U.S. client base. The firm offers portfolio management, financial planning, retirement plan consulting, and advisory services using fundamental analysis supported by economic and technical tools.

Christopher Rhim is a CFP® with 25 years of experience in the financial services industry. He is the principal of Green View Advisors LLC, where he has worked since 2008. The firm provides discretionary asset management, ongoing financial planning, and specialized divorce financial analysis for individual and trust clients. Green View Advisors manages approximately $25.2 million for a small roster of clients, using active management across multiple asset classes tailored through model portfolios and client risk assessments. The firm offers a formal divorce financial analysis service and focuses on individualized client service through a deliberately small client base.

Monte Hoover is the sole advisor at Rockbound Capital LLC in Washington, DC. He holds a Series 65 credential and has been with the firm since 2025. Hoover is a self-directed PhD student and research assistant at the University of Maryland, focusing on generative AI safety and efficiency. Prior to his advisory role, he worked at Microsoft and has experience in technology and research. Rockbound Capital provides discretionary portfolio management services to individuals and high net worth clients, utilizing model portfolios based on asset allocation and Modern Portfolio Theory. The firm emphasizes the use of a single qualified custodian and operates with distinctive practices, including limited custody and no participation in wrap fee programs.

Oliver Fratzscher is the principal of EM Leaders, LLC, an independent advisory firm based in Bethesda, MD. He holds a Series 65 designation and has 13 years of industry experience. Since founding EM Leaders in 2012, he has focused on providing investment advisory services related to emerging markets. EM Leaders serves institutional investors seeking exposure to emerging markets by selecting and monitoring local investment managers across multiple jurisdictions. The firm offers multi-manager and fund-of-fund supervisory services, emphasizing thorough local due diligence and customized investment policy implementation.

Sloan Hatfield is a CFA® charterholder with six years of industry experience. He has been with SVA Capital Management LLC since 2019 and previously worked at Goldman Sachs from 2014 to 2019. SVA Capital Management LLC is an independent registered investment adviser that provides discretionary portfolio management to individual and high-net-worth clients, focusing on publicly traded equities and exchange-traded funds. The firm employs fundamental analysis with a long-term investment horizon and offers a performance-based fee option for qualified clients.

Kathleen McQuade is a Certified Financial Planner® with three years of industry experience, operating as the sole advisor at her independent firm in Laurel, MD. She has been managing her practice since 2010 and holds a Series 65 license. Her firm provides fee-only financial planning and consulting services to individual clients, focusing on investment, retirement, insurance, education, and estate planning. The practice employs a long-term, buy-and-hold investment approach, primarily recommending no-load, low-cost, tax-efficient mutual funds with asset allocation as the key factor in portfolio returns.

David Hainsworth is the sole advisor at David N. Hainsworth, C.P.A., P.C. in Fairfax, VA, with 9 years of industry experience and credentials including CFP® and Series 63. He has been operating his firm since 1989, which functions as both a CPA practice and an independent advisory firm. The firm provides portfolio management and financial planning services to individuals, corporations, and pension or profit-sharing plans, employing modern portfolio theory and a long-term trading approach. It combines CPA services with investment advice and works with third-party managers while offering non-discretionary advice and documented investment policies.

Samir Bhatt is a financial advisor at SHB Advisors in Washington, DC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with SHB Advisors since 2013. SHB Advisors is an independent investment adviser serving a small number of qualified high-net-worth individuals, families, and trusts. The firm employs a global macro and relative-value trading approach across multiple asset classes, utilizing futures, derivatives, leverage, and margin in actively managed portfolios.

Katrina Riddick is the President and CEO of People First Financial Advisors, with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Percival Financial Partners, Ltd and Backstrom Mccarley Berry & Co., LLC. In addition to her role at People First, she serves as President and CEO of FAIM Group Strategic Solutions Center, LLC, where she consults for small and start-up minority-owned businesses. People First Financial Advisors specializes in municipal financial advisory services for government and quasi-government bond issuers, including structuring public debt transactions and assisting with broker-dealer selection. The firm provides non-discretionary advice focused on municipal advisory work and is developing capabilities in traditional investment advisory and pension consulting.

Justin Zakia is a financial advisor at Solution Factory, LLC with a Series 65 designation and three years of industry experience. He has held positions at OrthoVirginia, Inc. and The GW Medical Faculty Associates before founding Solution Factory in 2022. Outside of financial advising, Zakia serves as Chief Executive Officer of Fairfax Radiology, LLC, a medical screening and diagnostic testing company. Solution Factory provides customized investment management and financial planning services to individuals, families, trusts, estates, and small businesses, emphasizing an asset-allocation approach informed by economic analysis and client-specific factors. The firm typically manages portfolios on a discretionary basis and offers periodic portfolio reviews and educational workshops for clients.

Robert Krueger is a financial advisor at Alexander Randolph Advisory Inc with 20 years of industry experience. He holds a Series 65 designation and has been with Alexander Randolph since 2000. In addition to his advisory role, he is involved with Alexander Randolph, Inc., a related firm providing tax and accounting services. Alexander Randolph Advisory, Inc. offers investment management, wealth management, and financial planning to individuals, trusts, retirement plans, and charitable organizations. The firm manages approximately $364 million in client assets, focusing on personalized portfolios guided by signed investment policy statements and employing fundamental analysis with an emphasis on low-cost mutual funds and ETFs. The firm's integration with a related tax and accounting practice provides clients optional access to additional financial services.

Eric McGinley is the sole advisor at POV Wealth LLC in Falls Church, VA, holding a Series 66 credential with 11 years of industry experience. His work history includes roles at USA Financial Securities, Securities America, and Park Avenue Securities. Outside of advising, he officiates field hockey and lacrosse games and provides college funding and student loan consultation services. POV Wealth LLC offers financial planning and discretionary asset management for individuals, families, trusts, and businesses. The firm emphasizes documented client profiles, periodic portfolio reviews, and diversified investment strategies, along with educational seminars and coordination of held-away and custodial accounts.

Edward Neveleff is a financial advisor at Enroute Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at CUNA Brokerage Services, Inc. and NRL Federal Credit Union prior to joining Enroute Wealth Management in 2019. Outside of his advisory role, he operates Senior Insurance Services, providing long-term care insurance servicing. Enroute Wealth Management offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm focuses on mutual funds, ETFs, annuities, and Treasury Inflation-Protected Securities, applying fundamental analysis and modern portfolio theory through a non-discretionary, long-term investment approach.

Paul Cocozza is a CFP® credentialed financial advisor with 26 years of experience, operating Cocozza Financial Planning, LTD. in Arlington, VA since 2000. He holds Series 63 and Series 65 licenses and focuses exclusively on independent financial planning. Cocozza Financial Planning is a solo practice providing comprehensive, written financial plans and limited-area hourly consultations to individual clients. The firm’s non-discretionary investment guidance centers on an asset-allocation framework using primarily index funds and avoids more complex trading strategies, with recommendations tailored to client-specific factors.

Ryan Lund is the principal of Lund Capital Management LLC in Washington, DC. He holds a Series 65 designation and has two years of industry experience. Prior to founding his firm in 2023, he was self-employed and has held various roles including positions with the Charlotte Symphony. Lund Capital Management LLC provides discretionary and non-discretionary investment advisory services to individuals, high net worth clients, and entities. The firm focuses on developing client-specific financial profiles and investment plans, using a range of investment vehicles such as mutual funds, ETFs, bonds, options, and equities, with portfolio construction tailored to risk tolerance and time horizon.

Hi, I’m Matt. My job as a financial planner is to make your life simpler. To help you efficiently and effectively narrow down your options, so you can make the right decisions. And be confident in those decisions for the long-term. Financial planning and investment management are often muddied by unnecessary complexity (usually in an effort to sell you something). It doesn’t need to be this way. I began my career in the financial services industry in 2003 as an analyst with the due diligence law firm Snyder Kearney, LLC (Columbia, MD). At Snyder Kearney, I reviewed public and private securities offerings and evaluated national securities sponsoring companies, focusing on real estate investments and non-traditional investment products. It was there that I realized that I wanted to know more about the practice of law and a lot more about the pretty co-worker in the cubicle next to me, Sylvie. I earned my law degree in 2007 from the University of Baltimore School of Law and married Sylvie in 2008; further proof that education and personal relationships are the investments that produce the best returns. After law school, I practiced law with the firm David Albert & Associates, LLC (Bethesda, MD), focusing in estate planning and administration, guardianship administration, taxation of estates and trusts, and business formations. There, I recognized that helping clients through complicated and often stressful issues was intellectually stimulating and emotionally fulfilling. In 2010, I opened Patuxent Financial Partners, LLC, registered as an Investment Adviser with the State of Maryland in 2017. Here, I leverage my legal background to provide clients with value-added insight in the overlapping areas of estate and financial planning. More importantly, as a personal financial planner and small business owner, I can build lasting relationships with clients and their families; these connections make my work fulfilling, because client success becomes intertwined with my own. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and hold the FINRA Series 65 securities registration. Raised in Columbia, Maryland, I graduated from McDaniel College with a bachelor's degree in English. Outside of the office, I enjoy running, reading, and hiking with my wife, son, and our mutt hound, Kodi.

Brett Friedman is a CFP® with 17 years of industry experience, currently serving as the sole advisor at D&S Wealth Management Group. He has held roles at Peak Investment Advisors and has been involved with DeLeon and Stang CPA's since 2006, where he serves as Chief Growth & Strategy Officer. He is also the managing member of D&S Insurance Solutions, an insurance agency. D&S Wealth Management Group is a Maryland-registered advisory firm that primarily serves individual clients and their families, as well as entities such as foundations, charities, and retirement plans. The firm offers discretionary portfolio management and comprehensive financial planning, emphasizing tailored plans and diversified asset allocation using a variety of investment vehicles.

Hitendra Pavuluru is the managing member and sole advisor at IDEAUM LLC, holding a Series 65 license with one year of experience in investment management. He has a diverse career background including roles at KForce Inc, ASRC Federal Holding Company, and The Dow Chemical Company. Outside of investment advisory, he owns and operates Ideaum LLC, an IT consulting business providing technology advisory and support services. IDEAUM LLC is a state-registered investment adviser serving individuals, families, trusts, estates, and small businesses. The firm employs a tactical allocation approach within a long-only, value-oriented asset-allocation framework and offers non-discretionary portfolio management along with flexible financial planning fee options.

Dixie Butler is a CFP® with 37 years of industry experience, currently serving as the sole advisor at U.S. Advisors, Inc. She has been with U.S. Advisors, Inc. since 1999 and also maintains a role at Butler Financial, Inc. since 1993. U.S. Advisors, Inc. provides discretionary and non-discretionary investment management, comprehensive financial planning, and hourly consulting to individuals, trusts, estates, and business clients. The firm’s investment approach focuses on broad asset allocation tailored to client goals, utilizing mutual funds and ETFs, with ongoing portfolio monitoring and a preference to remain invested rather than time the market. It also offers educational seminars and workshops to various organizations as part of its services.