Joseph Morelli III

Timothy Wesling is a CFP®-certified financial advisor with 22 years of industry experience. He is the sole advisor at Wesling Financial Planning Services Corp. in Alexandria, VA, and has worked at Morgan Stanley DW Inc. since 2003. Wesling Financial Planning Services Corp. serves individual clients, including high-net-worth individuals, offering portfolio management, comprehensive financial planning, 401(k) and qualified-plan advisory services, as well as divorce-planning advice and tax preparation. The firm integrates fundamental analysis with both long-term and short-term trading strategies, providing customized Investment Policy Statements and maintaining discretionary trading authority for ongoing engagements.

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 a financial advisor at Lasting Legacy Wealth Management, LLC in Alexandria, VA, holding Series 63 and Series 65 designations with seven years of industry experience. Her prior roles include positions at Bay Financial Planning and Tax Services, Cambridge Investment Research, and H Beck, Inc. She is also an independent insurance agent and provides retirement benefit education through the Federal Employees Retirement and Benefits Institute. Lasting Legacy Wealth Management offers financial planning, retirement planning, and investment management primarily for individual clients, including those nearing or in retirement. The firm uses both fundamental and technical analysis to build portfolios and manages model portfolios from third-party advisers, providing discretionary and non-discretionary management along with ongoing portfolio oversight.

Dean Phass is a financial advisor at Jade Financial LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Truist Advisory Services and Truist Investment Services. He is also a licensed insurance agent, though he is not currently active in that capacity. Jade Financial LLC provides portfolio management and financial planning services to individual and high-net-worth clients, combining advisory services with insurance brokerage. The firm employs a range of investment strategies, including access to third-party model portfolios and tax-efficiency tools, and offers both discretionary and primarily non-discretionary asset management.