Joseph A Morelli III

Timothy Wesling is a Certified Financial Planner® with 23 years of industry experience. He operates Wesling Financial Planning Services Corp., an independent firm based in Alexandria, VA. Wesling has been with Morgan Stanley DW Inc. since 2003. Wesling Financial Planning Services Corp. serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, 401(k) and qualified-plan advisory services, as well as divorce-planning advice and tax preparation. The firm integrates investment advisory work with in-house tax and certified divorce-financial analysis services and manages client assets internally while providing discretionary trading authority and regular account reviews.

Harry Gaskin is a CFP® with 18 years of industry experience and the sole advisor at G, G, & M Financial Goals in Alexandria, VA. He has been operating as an independent financial advisor since 1998. G, G, & M Financial Goals provides comprehensive financial planning and investment advisory services primarily to high-net-worth individuals and small business retirement plans. The firm focuses on non-discretionary investment management, using fundamental and technical analysis to select securities aligned with clients’ objectives.

Garo Partoyan is a financial advisor at Potomac Wealth Strategies, LLC with 23 years of industry experience. He has been with Potomac Wealth Strategies since 2009 and holds a Series 66 designation. Potomac Wealth Strategies provides investment supervisory services, financial planning, and referrals to third-party money managers for individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate/business clients. The firm operates on a non-discretionary basis and uses fundamental analysis alongside a combination of long- and short-term strategies to guide portfolio management.

David Huddleston is a CFA® charterholder with 33 years of experience in the financial industry. He has been the sole advisor at Bishopsgate Investment Company since 1988. In addition to his advisory role, Huddleston is president and author of Capital Markets Evaluation Tools, Inc., a publishing company he founded to distribute Bishopsgate’s investment research. Bishopsgate Investment Company provides portfolio design and advisory services to wealthy individuals, corporations, institutions, pension plans, trusts, and foundations. The firm employs a structured investment approach combining fundamental research with stratified statistical sampling, emphasizing low turnover and a long-term orientation.

Melissa Carriles Biggham is the principal advisor at Lasting Legacy Wealth Management, LLC in Alexandria, VA. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her prior roles include positions at Bay Financial Planning and Tax Services and Cambridge Investment Research. She is involved with the Federal Employees Retirement and Benefits Institute, providing retirement benefit education. Lasting Legacy Wealth Management serves individual and high-net-worth clients with investment management and financial planning, including fixed-scope plans, hourly consulting, and a subscription-based retirement planning option for federal employees. The firm uses third-party advisers and model portfolios with a process that involves fundamental and technical analysis, rebalancing, and regular reviews, and it offers educational seminars and specialized subscription programs tailored to federal employees.

Dean Phass is a financial advisor with Jade Financial LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Truist Advisory Services and Truist Investment Services from 2016 to 2024 before joining Jade Financial in 2024. Phass is also a licensed insurance agent, although he does not currently engage in insurance activities. Jade Financial LLC is an independent, single-advisor registered investment adviser that provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a variety of analytic approaches across multiple investment instruments, managing most client assets on a non-discretionary basis and offers both advisory and fixed-fee financial planning services.