Amy Moore is a CFP® professional with five years of industry experience. She joined OLIO Financial Planning in 2020 after six years with Edward Jones. Amy is part of an 11-advisor team based in McLean, VA. OLIO Financial Planning serves individual clients, retirement plans, charitable organizations, and corporations, managing approximately $600 million across several hundred client relationships. The firm combines fundamental, technical, charting, and cyclical analysis to implement a buy-and-hold, core-and-satellite investment approach and offers financial planning, portfolio management, retirement-plan advisory, business consultation, and educational workshops.

Sarah Racek is a CFP® certificant with three years of experience in financial planning. She has been with OLIO Financial Planning since 2022. Prior to entering the financial services industry, she worked in athletics and the food industry and was affiliated with Virginia Tech. OLIO Financial Planning serves individual clients across a range of wealth levels, as well as retirement plans, charitable organizations, and corporations, managing approximately $600 million. The firm offers comprehensive financial planning and portfolio management using a blend of fundamental and technical analysis and a buy-and-hold investment approach, with fee structures based on project, fixed, hourly, or recurring arrangements rather than assets under management.

Christopher Brown is a Certified Financial Planner (CFP®) with 33 years of industry experience. He currently works at Brown | Miller Wealth Management, LLC, where he has served since 2020, following 12 years at Wells Fargo Clearing. Brown is an emeritus trustee of the University of Georgia Foundation and a co-owner of Surfrock, LLC, a family real estate management company. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocation strategies that combine active and passive investments and provides both discretionary portfolio management and consulting services through an 11-advisor team.

Joseph Van Name is a CFP® with 19 years of industry experience and is affiliated with Advisors Financial, Inc. He has been with the firm since 2001 and has also worked at Cetera Advisor Networks LLC since 2013. Outside of his advisory work, he serves in leadership roles on several nonprofit boards, including as Vice President of the Board of Trustees for the Masonic Foundation of the District of Columbia and President of the Board of Trustees of IOOF Temple. Advisors Financial, Inc. provides customized investment management and financial planning services to individuals, trusts, estates, foundations, endowments, and charitable organizations. The firm’s six-person advisory team manages approximately $321 million in discretionary assets, employing a multi-year investment approach guided by an in-house committee while accommodating client-specific constraints and tax considerations.

Zara Sharifi is a financial advisor at Legacy Wealth Management Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles at Bozzuto and Greystar, as well as time as a full-time student. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across over 700 client relationships. The firm offers discretionary and non-discretionary asset management, unified managed account and SEI program access, financial planning, and no-cost public educational seminars, using a combination of fundamental, technical, and cyclical analysis tailored to client goals and risk tolerance.

Caroline Hess is a financial advisor at Alpha Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Alpha Financial Advisors, she worked at Optomi and held roles at East Carolina University and The Golf Club at Lansdowne. Alpha Financial Advisors serves individual and high-net-worth clients, including a pension/profit-sharing plan, typically working with households meeting a $500,000 investable assets guideline. The firm offers comprehensive, life-centered financial planning and discretionary portfolio management, combining modern portfolio theory with a range of analytical approaches to tailor strategies to clients’ goals and risk tolerance.

David Greene is a CFP®-certified financial advisor with 24 years of industry experience. He has been with CJM Wealth Advisers, Ltd. for 20 years, specializing in financial planning and investment advisory services. CJM Wealth Advisers, Ltd. serves both individual and institutional clients, including high net worth individuals and charitable organizations. The firm provides discretionary and non-discretionary investment management through its wrap-fee program, utilizing a range of asset types and applying both fundamental and technical analysis.

Jeremy Meek is a CFP® professional with 18 years of industry experience. He has been with D'Orazio & Associates, Inc. since 2014 and holds a Series 65 license. D'Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts and estates, and retirement plan sponsors. The firm employs a long-term, globally diversified investment approach primarily based on fundamental analysis, supplemented by quantitative tools, and manages approximately $1.44 billion across an eight-person advisory team.

Matthew Mc Nally is a financial advisor with Glassman Wealth Services, LLC, holding a Series 65 designation. He has one year of industry experience, including prior work at WealthCrossing and several years in education before entering the financial services industry. Glassman Wealth Services serves individuals, pension and profit-sharing plans, and charitable organizations with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes mutual funds, ETFs, independent managers, and private investment funds, with an emphasis on client authorization for cryptocurrency transactions and formal AI governance in advisory practices.

David Miller is a CFP® professional with 24 years of industry experience. He is currently part of Brown | Miller Wealth Management, LLC in McLean, VA, where he has worked since 2020, following 12 years at Wells Fargo Clearing. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations using a combination of active and passive strategies and provides both discretionary portfolio management and consulting services.

Jamshid Sharifi is a Series 65-credentialed advisor with over 11 years of industry experience, currently serving at Legacy Wealth Management Inc. in Manassas, VA. He is also president and owner of Legacy Associates Inc., an insurance business. Sharifi holds a silent partnership in a retail business based in Wilkes Barre, PA. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across more than 700 client relationships. The firm offers discretionary and non-discretionary asset management, financial planning, and no-fee public educational seminars, using tailored investment strategies documented in client Investment Policy Statements.

Alan Harter is a financial advisor at Pactolus with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Pactolus Private Wealth Management since 2011 and Pactolus Securities since 2014. Harter serves as the managing member of several special purpose vehicle entities that are investment vehicles for Pactolus clients. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business entities. The firm offers individualized investment advisory, portfolio management, financial and estate planning, tax-aware investment advice, and additional services including real estate consulting and structured loan diligence.

Fatima Iqbal is a CFP® and Series 65-registered financial advisor with 17 years of industry experience. She has been with Azzad Asset Management, Inc. since 2008. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, trusts, small businesses, and other institutions. The firm focuses on socially responsible Islamic investing using proprietary screening tools and manages approximately $1.82 billion in discretionary assets.

Kishore Shah is a financial advisor with Lynx Investment Advisory, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 43 years of industry experience. His prior roles include positions at The Patriot Financial Group, Verus Capital Partners, Indus Financial Group, and Securities America, Inc. Outside of advisory work, he is involved in insurance sales. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, policy development, manager research, and portfolio monitoring. The firm specializes in customized client allocations implemented primarily through third-party managers selected via detailed due diligence and offers both discretionary and non-discretionary portfolio management.

Ayman Khalil is a financial advisor at Azzad Asset Management, Inc. in Falls Church, VA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Azzad Asset Management since 2005. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, registered mutual funds, trusts, small businesses, and other institutions. The firm specializes in socially responsible Islamic investing, using proprietary screening tools to exclude certain industries, and manages approximately $1.82 billion in discretionary assets.

David Quinn is a CFP® with eight years of industry experience, currently serving as the sole advisor at Pine Harbor Wealth Management LLC in Fairfax, VA. He has held roles at several financial firms including Dimensional Fund Advisors and United Income, Inc. Outside of his advisory work, Quinn is the CEO of AdviceCloud Financial Technology, Inc., a software provider. Pine Harbor Wealth Management provides discretionary portfolio management and financial planning to individual and corporate clients, emphasizing tailored portfolio construction through fundamental analysis, modern portfolio theory, and long-term strategies. The firm manages approximately $444.8 million in assets under management and integrates ESG considerations within its investment approach.

James Patterson is a CFP® with 19 years of industry experience currently serving at KFA Private Wealth Group, LLC. He has worked at Arete Wealth Management and Spire Securities, LLC prior to his current role. In addition to his advisory work, he holds a license as an insurance agent. KFA Private Wealth Group advises individuals, trusts, estates, retirement plans, and business entities, providing financial planning, retirement consulting, investment management, and in-house tax and accounting services. The firm employs goal-based strategic asset allocation with broad diversification, combining passive and active management, and operates a wrap fee program to reduce transaction costs for clients.

Victoria Henry is a CFP® with 13 years of industry experience and holds the Series 66 designation. She has been with West Financial Services, Inc. since 2016, where she currently serves as part of a 22-advisor team. West Financial Services, Inc. is a fee-only, SEC-registered investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm employs a client-specific, diversified investment approach with a core-and-satellite equity strategy, laddered fixed-income allocations, and tactical adjustments based on quantitative and qualitative research.

Samantha Buchanan is a financial advisor at Allegiance Financial Group with a Series 65 designation and one year of industry experience. Prior to her current role, she held positions at Compass Wealth Management and Bloomin' Brands, among others. Allegiance Financial Group Advisory Services LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. The firm’s investment approach focuses on strategic asset allocation grounded in Modern Portfolio Theory, with client accounts typically monitored quarterly.

Tanya Carson is a Series 65-licensed financial advisor with West Financial Services, Inc. in McLean, VA, bringing nine years of industry experience. She has spent her entire professional career at West Financial Services, working in various roles since 2016. West Financial Services, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary and non-discretionary investment management, financial planning, consulting, and retirement plan services. The firm serves individuals, retirement and profit sharing plans, charitable organizations, and corporations, managing approximately $2.8 billion with an investment approach focused on diversified, client-specific asset allocation and a core-and-satellite equity strategy.