Joe spent over twenty years at two major Wall Street firms before founding Courser Capital Management, LLC. From the very beginning of his career, Joe envisioned his benchmark with clients to be in their top five important (non-family) people. This top five list often includes a clients: doctor, accountant, lawyer, spiritual guide, and their financial advisor. Joe's goal is to earn his place in every clients top five important people list.

*Advising clients since 2000 *CERTIFIED FINANCIAL PLANNER^™ professional *Harvard University Master's Degree in Finance *Georgetown University Certificate of Financial Planning *University of Wyoming Bachelor of Science *Worked at the Chicago Board of Trade

Outside of work, Joe has dedicated countless hours to various leadership and volunteer roles with non-profits, Rotary International, and local government. Joe has served as President of the Clarke County Education Foundation and the Rotary Club of Frederick County. He has also served as Co-Chair of the United Way Day of Caring. Joe currently serves on the Board of Directors for the Clarke County Sanitary Authority and the Finance Council of his church, St. Bridget of Ireland Catholic Church.

Joe is a native of and currently resides in Clarke County, Virginia, with his wife, Tamara, and their four children.

Courser Capital Management, LLC is an independent advisory firm dedicated to delivering experienced, informed, professional advice. Our goal is to serve as our clients' outsourced chief financial officers; providing comprehensive planning and guidance to help align their wealth with their goals.

Everybody focuses on investment performance&.very few focus on the other areas of Financial Planning that have a much bigger impact on your long term success.

For Darren, the embodiment of this philosophy allows his clients to understand the complexities of their Financial Plan and avoid hidden dangers that they might not be aware of.

Among his many credentials, Darren is a Certified Financial Planner (CFP®) professional, Chartered Financial Consultant® (ChFC®), Certified Investment Management Analyst® (CIMA®), and Certified Private Wealth Advisor® (CPWA®).

Prior to joining Allegia Wealth, Darren worked at Centurion Wealth, Morgan Stanley, and Merrill Lynch..

Since joining Allegia Wealth, Darren closely strategizes with his clients and their families on their full Financial Plan, not just their investments.

This has led to a more thorough Financial Plan that educates and empowers individuals to make smart financial decisions. By arming his clients with this information, it sheds light on potential financial landmines and helps guide them to a more successful financial lifestyle.

Darren has been featured in Forbes, Yahoo Finance, MSN, AOL, U.S. News, and a host of other publications on the topics of Personal Finance, Financial Planning, and Retirement Planning.

Darren started this firm after seeing firsthand what happens when advice is driven by sales instead of what is actually right for the client.

His own family experienced it. The recommendations they received were good for the advisor, not for them. He made it his mission to make sure that never happens under his watch.

Today, the focus is simple. Do what is right. Dig deeper. Build real relationships. Deliver a plan that truly serves the client.

Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Capitol Financial Consultants, Inc (CFC) is an independent financial planning firm located in McLean, Virginia that was established in 1988. All principals at CFC are Certified Financial Planners. We specialize in helping individuals and businesses reach all aspects of their financial goals and objectives.

Centurion Wealth is a true independent firm built on a foundation of sound ethics, mutual respect and deep integrity. We are free from conflicts of interest and are not beholden to any organization, investment company or products. This enables us to guide our clients toward their financial goals in an unhindered fashion. Our consistent, long-term approach to wealth management and quality portfolio construction means we are not chasing returns and we are not swayed by temporary headlines. Instead, we focus on the fundamentals of investing and financial planning. We are only interested in helping our clients achieve their financial goals through holistic planning and helping our clients assets grow in a manner consistent with their unique objectives.

Our team appreciates the challenges you are up against and is here to help you get ready for the future you have always envisioned. With our extensive experience, we offer a roadmap of solutions tailored to address your financial needs at every life stage.We believe that an educated client is an empowered one. Explore our Resource Center to gain the insights and tools you need to take control of your financial future. At MainBridge Wealth, we are here to support your journey to financial independence, one informed decision at a time.

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

Michael T. Jobe founded Glover Park Wealth Management, LLC with the goal of bringing independent and objective wealth management advice to our clients.

In 2012 Michael joined the wealth management division of UBS and was promoted in 2018 to Account Vice President.

Michael earned his B.S. in Finance from the Robert H. Smith School of Business at the University of Maryland, College Park, MD.

Currently, Michael lives in Arlington, VA. He enjoys spending time with his family, working out and playing golf. Michael is passionate about working with clients to build, grow and protect their wealth.

Glover Park Wealth Management, LLC was founded to build, grow and protect the assets of our clients. We provide wealth management and asset management services for individuals and institutions.

We are a registered investment advisory firm located in Arlington, VA.

As a fiduciary adviser at a non-captive, independent RIA, I offer clients the freedom and flexibility that only true independence allows. Our planning-first, team-based approach means every recommendation is made in your best interest - with no proprietary products, no corporate agenda, and no one-size-fits-all advice.

I believe every client deserves more than just a single point of contact - which is why I ensure each relationship is supported by at least two advisers from day one. While I lead all new client relationships in the DMV, our team-based model brings in the added strength of a second adviser for collaboration, a CPA for integrated tax-aware planning, dedicated researchers, and an in-house client service team for day-to-day needs.

Based in Arlington, VA, I enjoy meeting with my clients in person, although I am flexible to work virtually as the working relationship requires. With clients across the DMV area and our home office located in North Carolina, I have been able to service clients without distance getting in the way. I specialize in helping federal employees, families in transition, and professionals who want thoughtful planning and long-term partnership - not just performance reports.

Outside of work, I enjoy time with my wife exploring the outdoors and new cuisines, working on my golf game, and living the life we're planning for, too. If you're looking for an adviser who brings transparency, flexibility, and a full team to your corner -I'd love to connect.

At BSG Advisers, we believe in simplifying the complexities of financial planning. With over 90 years of combined expertise, we offer transparent, relationship-driven solutions tailored to your goals. Our fiduciary-based approach ensures that your best interests are always our top priority. From retirement planning to investment management, we empower you with the clarity, confidence, and tools to achieve lasting financial peace. Together, we build more than plans we build trust for a lifetime.

Doug Miller has worked in the financial services industry since January 3rd of 2000. From 1993-1999 he practiced Estate Planning and Business law. While in law school he worked at the SEC in the enforcement division. He is married and has 3 daughters. Two are currently at the University of Maryland and one is a graduate from Maryland and heading to PA school. He enjoys spending time with his family and participating in Ironman competitions.

In our view, there is only one financial risk: not having the money to do the things you want to do. Our job is to make sure that you can.

We build lasting relationships with our clients by gaining a true understanding of what is important to them. Our comprehensive planning and disciplined approach provides integrated solutions to make sure that our clients can successfully achieve their visions.