Mason Investment Advisory Services, Inc. is an SEC-registered investment adviser founded in 1982 and a subsidiary of Mason International, Inc. The firm offers financial planning services, investment management for individuals and families, and outsourced chief investment officer services for institutional nonprofit organizations. Financial planning services involve preparing a financial program tailored to clients' needs, covering areas like retirement planning, investment planning, and estate planning. Investment management services include separately managed accounts with a focus on mutual funds, ETFs, and third-party money managers. The firm offers three types of relationships, including Mason Investment Management Service and Outsourced Chief Investment Officer Services. Clients typically have a minimum account size of $1 million. Regarding fees, financial planning services range from $5,000 to $15,000, while investment management fees are based on account value, starting at 1.20% for accounts under $1 million. The firm does not charge performance-based fees or engage in side-by-side management. Mason Investment Advisory Services does not vote proxies on behalf of clients and does not have custody of client funds or securities. The firm does not have authority to select brokers but recommends using Pershing Advisor Solutions for brokerage and custody services. Mason Investment Advisory Services has a Code of Ethics, and employees are required to report personal trading activities. The firm has disclosed disciplinary information related to SEC orders in 2024 and 2021. Clients are responsible for verifying fee computations and may receive quarterly statements and periodic reports on account performance.

Burney Company, established in 1974 by Brig. General John C. Burney, is a registered investment adviser based in Reston, Virginia. The firm specializes in equity research and investment management, utilizing proprietary fundamental/quantitative techniques. Burney offers discretionary investment advisory services for individual investors, small businesses, pension plans, trusts, and charitable organizations. The firm also provides financial planning services covering retirement, education savings, tax, and estate matters. Minimum account size is typically $750,000 but may vary. Burney's fee structure is based on assets under management, ranging from 1.25% for accounts up to $2 million to 0.75% for amounts over $10 million, with a minimum fee of $2,500. The firm does not charge performance-based fees and does not practice side-by-side management. Investment strategies include long-short strategies, options, margin transactions, and short sales. Burney manages approximately $2.25 billion in discretionary assets as of December 31, 2022. The firm does not have any material legal or disciplinary events to report and maintains a Code of Ethics to ensure client interests are prioritized. Burney Company has custody of client funds and offers investment discretion with limitations on securities purchases. The firm does not participate in wrap fee programs and does not have broker-dealer affiliations. Burney Company discloses potential conflicts of interest related to economic benefits, client referrals, and participation in the TD Ameritrade AdvisorDirect program.

Acorn Financial Advisory Services, Inc. is a Registered Investment Adviser founded in 1996, based in Reston, VA. The firm offers personalized financial planning and investment management services to individuals, families, pension plans, trusts, and small businesses. They provide services such as financial coaching, estate planning, insurance planning, tax planning, and investment analysis. Acorn operates on a fee-for-service model, without charging commissions, and clients have full discretion over implementing recommendations. The firm manages approximately $1.23 billion in assets for around 2391 clients as of December 31, 2024. Clients can engage in services such as Financial Planning and Analysis, Annual Maintenance, Portfolio Management, and Subadvisory Contracts. The minimum initial account size for Portfolio Management is $1 million, with fees ranging from 0.125% to 1.7% annually based on the account value. AFAS does not serve as a custodian for client assets, and all assets are held at qualified custodians. The firm does not have any legal or disciplinary filings involving clients. AFAS does not automatically vote proxies on behalf of clients, and clients are expected to vote their own proxies. The firm has no financial impairment that would affect its ability to meet client commitments.

Hopwood Financial Services, Inc. is a registered investment adviser founded in 2003 by Herbert G. Hopwood, offering customized investment management and financial planning services primarily to high-net-worth individuals and associated trusts, estates, IRAs, and other entities. The firm's investment strategy involves investing in domestic and international stocks, bonds, mutual funds, and ETFs. Hopwood Financial provides discretionary investment advisory services on a fee-only basis, with fees based on a percentage of assets under management. The firm also offers financial planning and consulting services on a separate fee basis. Clients have the option to impose reasonable restrictions on account management. The firm's investment philosophy focuses on long-term investments, with a comprehensive analysis of securities and ongoing monitoring of client portfolios. Hopwood Financial's team includes professionals with certifications such as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst® (CFA®). The firm's fee structure is tiered based on assets under management, with additional fees for the Institutional Bond Program. The firm does not engage in performance-based fees and maintains a high standard of ethics and professionalism. Clients have investment discretion and can place restrictions on trading activities. Hopwood Financial does not vote proxies on behalf of clients and does not receive compensation for client referrals. The firm's employees have not been involved in any legal or disciplinary events. Hopwood Financial's investment recommendations are supervised by Herbert G. Hopwood.

Lnc Management, LLC is a financial advisory firm based in Reston, Virginia. It currently has approximately $466,490,217 of assets under management and employs about 13 people. Lnc Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Reston Wealth Management, LLC is a fee-based registered investment advisor established in 2003 in Virginia. The firm's mission is to build lasting relationships with clients based on trust and respect. They offer portfolio management services with a minimum initial investment of $1,000,000, which may be waived under certain circumstances. Reston Wealth Management also provides wealth planning services, focusing on financial goals and needs. Investment strategies include Modern Portfolio Theory, asset allocation, and dollar-cost averaging. The firm monitors client accounts regularly and provides quarterly statements. They do not vote client proxies and do not participate in class action lawsuits on behalf of clients. Reston Wealth Management does not charge performance-based fees and does not receive compensation for voting client securities. The firm does not have any disciplinary events to report and does not take physical custody of client funds. Clients have the option to terminate services at any time. The firm's financial information is not included in the Disclosure Brochure.

ClearLogic Financial, Inc., a Registered Investment Adviser, was established in 2004 as Ticknor Atherton & Associates before being rebranded in 2015. The firm, owned by President Samuel Mark Atherton, manages client portfolios individually, offering continuous financial planning and investment advisory services. Clients have the flexibility to impose restrictions on their accounts. As of December 31, 2023, the firm managed assets totaling $383,487,422 on a discretionary basis and $41,703,146 on a non-discretionary basis. ClearLogic operates on a fee-only basis, providing individualized financial plans and investment strategies tailored to client goals. The firm recommends investments in mutual funds and exchange-traded funds, with a focus on strategic asset allocation based on Modern Portfolio Theory principles. The annual fee for asset management services is calculated on a sliding scale, starting at 1.00% for the first $1 million of assets. ClearLogic does not participate in wrap fee programs and fees are negotiable. The firm does not receive compensation from third parties for client advice and maintains a fiduciary duty to act in clients' best interests. Clients have the option to pay fees quarterly, with accounts reviewed and rebalanced regularly to maintain agreed-upon asset allocations. ClearLogic does not engage in proxy voting for client securities and does not serve as a custodian for client funds or securities.

Alpha Omega Group, Inc. dba AOG Wealth Management is an investment advisory firm established in May 2000 and registered in 2013. The firm offers customized asset management programs and financial planning services. Clients can opt for the AOG Wealth Management Program, where the firm determines an asset allocation based on individual financial goals and manages the account on a discretionary basis. AOG utilizes a modified endowment model portfolio allocation, aiming for higher returns by investing in various asset classes and vehicles. The firm also offers financial planning services based on clients' financial situations and goals. AOG does not charge performance-based fees and primarily serves individuals, high net worth individuals, endowments, and corporations. The firm conducts economic analysis, fundamental, and technical analysis to manage client portfolios. AOG's fee structure is tiered based on household value, with fees ranging from 0.80% to 1.25%. Clients are charged transaction fees, and advisory fees are collected directly from accounts. AOG does not offer a wrap fee program. The firm does not have custody of client assets, and clients receive quarterly statements from the account custodian. AOG is a fiduciary and acts in clients' best interests. The firm has a code of ethics, and associated persons do not trade ahead of clients. AOG is affiliated with Schwab for brokerage and custodial services, providing access to various investment products and services. The firm conducts annual reviews for managed accounts and offers financial planning services with fixed and hourly fees. AOG does not compensate non-employees for referrals and does not receive economic benefits from non-clients. The firm does not vote client securities and has no financial conditions that may impair its ability to meet client commitments.

Sentinel Wealth Management, Inc., established in 2002, is a registered investment adviser based in Reston, VA. The firm specializes in financial planning and investment management, catering to a limited number of clients whose needs align with Sentinel's expertise. Acting as a fiduciary, Sentinel offers independent and objective financial advice, managing client assets totaling $338,662,123 as of 12/31/2024. Clients receive personalized investment strategies based on their risk tolerance and financial goals, with the flexibility to impose restrictions on asset management. For Investment Management, fees are calculated as a percentage of assets under management (AUM) on a sliding scale, ranging from 1.00% to 0.20% based on AUM tiers. Financial Plans are offered at fixed fees determined before engagement, typically ranging from $0 to $20,000. Sentinel does not charge performance-based fees and serves individuals, trusts, corporations, and retirement plans with a minimum AUM of $1,000,000, which may be waived under certain circumstances. Sentinel's investment strategies are based on Modern Portfolio Theory, focusing on asset allocation and risk management. The firm utilizes mutual funds, ETFs, stocks, bonds, and alternative investments to build diversified portfolios. Clients are advised on the risks associated with investments, with a focus on long-term financial planning. Sentinel does not engage in soft dollar practices and maintains full investment discretion under a limited power of attorney. Clients receive regular portfolio reviews and account statements, ensuring transparency and accountability in managing their investments.