Owen Eldridge is a financial advisor with Evermay Wealth Management, LLC in Arlington, VA. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to joining Evermay Wealth Management, he held positions at BrandSafway and DoorDash and completed studies at the University of Amsterdam. Evermay Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-centric approach, offering discretionary and non-discretionary investment management alongside financial planning and retirement consulting, and manages approximately $1.33 billion in assets across an 18-advisor team.

Brian Jones is a CFP® professional with 25 years of experience at CJM Wealth Advisers, Ltd. in Falls Church, VA, where he has worked since 1997. He serves as co-director of the Financial Planning Association National Capital Chapter and is an author of a book on financial planning for Generation X. Jones is also a member of the National Association of Personal Financial Advisors (NAPFA). CJM Wealth Advisers, Ltd. provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individual and institutional clients, including high net worth individuals and charitable organizations. The firm operates a wrap-fee program and employs fundamental and technical analysis across mutual funds, ETFs, equities, and fixed income, with a multi-office structure and an in-house asset management platform.

Patrick Kimmel is a financial advisor with WealthCrest Financial Services, LLC, holding a Series 66 designation and six years of industry experience. He has been associated with Cambridge Investment Research and WealthCrest Financial Services since 2019. WealthCrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a fee-based portfolio management approach using custodial and platform relationships with Pershing and Cambridge, combining fundamental and technical analysis with various trading strategies.

Eric Dzik is a financial advisor with Evermay Wealth Management, LLC in Arlington, VA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Evermay in 2023, he worked at West Financial Services, Inc. and has experience in education and hospitality sectors. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a team-centric advisory model with distinct service levels and integrates investment management with tax and estate planning through affiliated and third-party resources.

Ryan Kelly is a CFP® professional at Yeske Buie Inc. with seven years at the firm and four years of industry experience overall. Prior to joining Yeske Buie, he worked at Signature FD and held roles at the University of Georgia and the University of Texas at Austin. Outside of his advisory work, he prepares individual income tax returns for family and friends. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, personal trusts and estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a process grounded in Modern Portfolio Theory, implementing portfolios primarily with ETFs and mutual funds, and manages over $1 billion with a ten-person advisory team.

Eric Schaefer is a CFP® professional with 14 years of experience in financial advising. He has been with Evermay Wealth Management, LLC since 2015. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a team-centric model that integrates investment, tax, and estate planning services.

Jessica Ness is a Certified Financial Planner (CFP®) with 16 years of industry experience. She has been with CJM Wealth Advisers, LTD. since 2014. Ness is a member of The National Association of Personal Financial Advisors (NAPFA). CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients. The firm uses a mix of mutual funds, ETFs, individual equities, and fixed income within a wrap-fee program, applying both fundamental and technical analysis across long- and short-term strategies.

Ronald Dennis is a financial advisor with Invicta Financial Group in Arlington, VA, holding a Series 66 designation and nine years of industry experience. He previously worked at First Command Insurance Services, Inc., and related entities from 2016 to 2024, before joining BDT & Associates, Inc. in 2024. Outside of his advisory role, he serves as President of Nazarene Discipleship International at Calvary Church of the Nazarene in Annandale, Virginia. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities. The firm emphasizes tailored written financial action plans and refers clients to third-party money managers for portfolio management, primarily operating in a non-discretionary advisory capacity.

William Cotton is a financial advisor at Fortress Private Ledger, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC and S2K Financial LLC. Outside of his advisory role, he is a partner at Collegiate Financial Group, focusing on financial planning. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, ERISA-qualified retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm’s investment approach integrates trend identification and technical analysis with complementary strategies across various asset types, supported by a network of investment adviser representatives and third-party managers.

Tracey Baker is a CFP® professional with 26 years of industry experience, currently serving at CJM Wealth Advisers, Ltd. since 1999. She holds Series 63 and Series 65 licenses and is the president of the Financial Planning Association of Nation’s Capital. Baker also serves on the Planned Giving Advisory Board for the Inova Hospital Foundation. CJM Wealth Advisers, Ltd. provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individual and institutional clients, including high net worth individuals and charitable organizations. The firm operates a multi-office structure and utilizes a wrap-fee platform, employing a range of investment strategies and asset classes while maintaining explicit policies on discretionary authority and AI tool use.

Andrew Crowe is a financial advisor with Professional Financial Solutions, LLC in Fairfax, VA, holding a Series 65 designation and nine years of industry experience. He has been with Professional Financial Solutions since 2016 and previously worked in graduation photography with GradImages. Outside of finance, he has photographed college graduations. Professional Financial Solutions, LLC serves primarily individual clients and small business owners, offering financial planning, consulting, and investment management. The firm employs a passive, buy-and-hold approach to portfolio construction and manages client assets with an emphasis on documented investment policies and discretionary authority after an initial period.

Patrick Beagle is a CFP® and ChFC® with 33 years of industry experience. He has worked at Cambridge Investment Research Advisors Inc. and Cambridge Investment Research, Inc. since 2007 and has been with Wealthcrest Financial Services, LLC since 2004. He is the owner of WealthCrest Educational Services, which provides financial literacy and pre-retirement benefits training to federal employees. He also serves as treasurer for the Springfield South Condo Association. WealthCrest Financial Services offers financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm provides fee-based portfolio management utilizing custodial relationships with Pershing and Cambridge, employing a mix of fundamental and technical analysis alongside various trading strategies and regular account reviews.

Karen Blair is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with CJM Wealth Advisers, LTD. and previously worked at Cassaday & Company, Inc. and Mason Investment Advisory Services, Inc. Karen has also held positions at Virginia Tech and HCO Private Wealth. CJM Wealth Advisers provides discretionary and non-discretionary investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients. The firm operates a multi-office structure and its own wrap-fee platform, utilizing a mix of mutual funds, ETFs, individual equities, and fixed income with both fundamental and technical analysis.

Benjamin Seamans is a financial advisor with Aspect Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corp and Almanack Investment Partners, LLC. In addition to his advisory work, he is a licensed insurance agent offering accident, disability, annuity, life, and long-term care insurance products. Aspect Partners serves a diverse client base including individuals, trusts, estates, retirement plans, nonprofits, and insurance company clients. The firm provides discretionary asset management, financial planning, and retirement-plan consulting, utilizing individualized investment strategies and a range of securities under a fiduciary standard.

David Nelson is a CFA® charterholder with 21 years of industry experience. He is currently with Monument Wealth Management, where he has worked since 2026, following nine years at Verdence Capital Advisors and a year at PagnatoKarp. Nelson is also a partner in Hunt Valley Partners, an investment partnership used for personal investment purposes. Monument Wealth Management is a team of nine advisors managing approximately $648 million for individuals, high-net-worth clients, trusts, and estates. The firm offers a range of investment advisory and financial planning services, utilizing a combination of ETFs, mutual funds, individual equities, and both fundamental and technical analysis in its portfolio management.

Parker Trasborg is a CFP® with 13 years of industry experience and is currently affiliated with CJM Wealth Advisers, Ltd. He has been with the firm since 2011. Trasborg is a member of The National Association of Personal Financial Advisors (NAPFA). CJM Wealth Advisers, Ltd. provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individual and institutional clients. The firm operates a multi-office structure and manages portfolios primarily through its own wrap-fee platform, utilizing mutual funds, ETFs, individual equities, and fixed income with a range of investment strategies.

Michael Mclenigan is a CFP® and holds a Series 65 license, with 28 years of industry experience. He has been with Professional Financial Solutions, LLC since 1997. Professional Financial Solutions, LLC serves primarily individual clients, including those with living or irrevocable trusts, and small business owners on retirement plans and charitable gifting of client securities. The firm offers financial planning, targeted consulting, and investment management, typically using diversified mutual funds and ETFs with a buy-and-hold, passive approach that emphasizes client-specific Investment Policy Statements and discretionary authority after an initial relationship period.

David Levitt is a CFP® with eight years of industry experience, currently serving as a financial advisor at Glassman Wealth Services, LLC since 2018. Prior to this, he worked at Alpha Financial Advisors, LLC for four years. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, as well as pension and charitable organizations. The firm employs a range of investment vehicles including mutual funds, ETFs, independent managers, and private funds, and incorporates a methodology for valuing private investments and managing less-liquid assets.

Jacobson Truex is a CFP® professional with eight years of industry experience, currently serving as an advisor at McLaughlin Ryder Investments, Inc. since 2020. His prior roles include positions at Foreside Fund Services and AdvisorShares Investments. He holds several volunteer roles including board memberships with the Alexandria Chamber of Commerce and the Leadership of Alexandria Alumni Association, as well as committee memberships with ACT for Alexandria and Alexandria City Council’s Budget and Fiscal Affairs Advisory Committee. McLaughlin Ryder Investments serves a diverse client base including individuals, families, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan advisory services. The firm employs a client-centered investment process utilizing both active and passive strategies, with most assets managed on a non-discretionary basis.

David Greene is a CFP® with 24 years of industry experience and has been with CJM Wealth Advisers, Ltd. since 2006. Based in Falls Church, VA, he holds Series 63 and Series 65 licenses. CJM Wealth Advisers, Ltd. offers investment advisory services, financial planning, and retirement consulting to individual and institutional clients, including high net worth individuals and charitable organizations. The firm utilizes a wrap-fee program with a diversified approach involving mutual funds, ETFs, equities, and fixed income, and features a multi-office structure alongside specific policies on cryptocurrency and AI tool use.