Michael Rettinger is a CFP® with 24 years of industry experience, currently serving as an advisor at KFA Private Wealth Group, LLC since 2015. He previously worked at Arete Wealth Management LLC for five years and Spire Securities, LLC for two years. Rettinger is also a board member of the Board of Zoning Appeals in Vienna, VA. KFA Private Wealth Group serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities by providing financial planning, portfolio management, retirement plan consulting, and wealth management. The firm uses strategic asset allocation and a mix of passive and active management with a focus on low-cost share classes, ongoing due diligence, and regular client engagement.

Peter Ramig is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Hopwood Financial Services, Inc. since 2023 and previously spent eight years with VALIC Financial Advisors, Inc. in Arlington, VA. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management alongside financial planning and retirement plan consulting. The firm’s investment process is guided by an Investment Committee and emphasizes multi-year holding horizons, cash as an asset class, and the use of major custodial platforms for portfolio oversight.

Nicholas Bundy is a financial advisor at Harbour Capital Advisors, LLC with four years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Harbour Capital Advisors since 2021, following a twelve-year tenure at New Century Advisors. Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management alongside family office, financial planning, and foundation advisory services. The firm employs a core-satellite investment model and offers integrated services including private fund advisory, family governance, and bespoke liquidity and tax-planning coordination.

Marianna Glazov is a CFA® charterholder with four years of industry experience. She is currently with West Financial Services, Inc., where she has worked since 2022. Prior to that, she spent eight years at Wilmington Trust. Outside of her advisory role, Marianna co-owns and manages a vacation rental business. West Financial Services, Inc. is a fee-only investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific investment approach with a long-term focus, managing approximately $2.8 billion in assets.

Assaf Pinchas is a CFP® with 30 years of experience, currently serving as an advisor at Allegiance Financial Group. He has held roles at Allegiance Financial Group and associated entities since 2001 and is also a registered representative of The Strategic Financial Alliance. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans, providing discretionary and non-discretionary investment management alongside holistic financial planning and retirement plan consulting. The firm’s investment approach focuses on strategic asset allocation guided by Modern Portfolio Theory and a long-term perspective, with client accounts reviewed quarterly.

Berkeley Meredith is a CFP® with eight years of industry experience, currently serving as an advisor at Hughes Financial Services, LLC. Meredith has been with Hughes Financial Services since 2017 and previously worked at Virginia Tech from 2013 to 2017. Hughes Financial Services is a team-based registered investment adviser with nine advisors managing approximately $760 million for individual and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program that combines investment management, trading, and custodial services.

Mikael Hallstrom is a financial advisor at USAdvisors Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Osaic Wealth, Inc., Securities America Inc., and USAdvisors Wealth Management. In addition to his advisory role, he is also involved in life, health, and annuity insurance sales. USAdvisors Wealth Management is a multi-advisor firm with 14 professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering portfolio management, model-portfolio strategies, financial planning, and business succession and estate planning services.

Jonathan Cox is a financial advisor at Acorn Financial Advisory Services, Inc. with four years of industry experience. He holds a Series 65 designation and is also an attorney, owning NOVA Estate Planning, PLLC, an estate planning and administration law firm where he provides legal services on a flat-fee and hourly basis. Cox serves clients in northern Virginia and has plans to expand similar legal services to the Richmond area. Acorn Financial Advisory Services provides personalized financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.23 billion for around 2,300 to 2,400 clients through 11 advisors, offering both custom and model-based portfolios with discretionary and non-discretionary management across multiple platforms.

Drew Culver is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Councilor Wealth LLC in Bristow, VA. His prior roles include positions at May Barnhard Investments, Curo Private Wealth, Commonwealth Financial Network, Clarion Wealth Management Partners, and Ameriprise Financial Services. Councilor Wealth provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to develop long-term investment strategies tailored to client goals.

Thomas Kim is a CFA® charterholder with 14 years of industry experience. He has been with Harbour Capital Advisors, LLC since 2011. The firm serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management alongside family office, financial planning, and foundation advisory services. Harbour Capital Advisors manages approximately $665.6 million in assets for about 60 clients, employing a core-satellite investment model with a focus on integrated family office services and private fund advisory roles.

Yahia Albaghdadi is a financial advisor at Heritage Financial LLC with a Series 65 designation and one year of industry experience. Prior to joining Heritage Financial, he held roles at Goldman Sachs, Ridgely Walsh, LLC, and GameDuell GmbH. His background also includes academic positions at Bard College Berlin, LCC International University, and United World College, Dilijan. Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses, and corporations, providing investment management and financial planning. The firm uses a LifeMap Discovery process to tailor core-and-satellite allocations and manages approximately $408 million in assets for around 350 clients through a seven-advisor team.

Lauretta Kramer is a CFP® and holds a Series 66 license with 31 years of industry experience. She has worked at West Financial Services, Inc. since 2018 and previously spent 11 years with LPL Financial, LLC. She is also associated with Sandy Spring Bank. West Financial Services, Inc. is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific investment approach with a core-and-satellite equity strategy and tactical adjustments, managing approximately $2.8 billion in assets.

Elizabeth Hollman is a financial advisor at McLean Asset Management Corp. with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including Bull Harbor Capital, MML Investors Services, Raymond James & Associates, and RBC Capital Markets. From 2014 to 2020, she was involved with the Skywalkers Lacrosse Program. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $819 million in assets through a multi-advisor team and employs strategies based on Modern Portfolio Theory, offering tax-managed equity approaches and ESG screening options.

Jill Bertke is a CFP® and holds a Series 66 license, with 23 years of industry experience. She has worked at LPL Financial since 2004 and has been with TVAMP, LLC since 2019. She previously worked at Wealthcare Advisory Partners LLC and Equitable Advisors. Bertke serves as successor trustee for family trusts. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios primarily composed of mutual funds and ETFs, and offers services such as written financial plans, retirement-plan advisory, and sub-advisory relationships.

Daniel Larrabee is a CFP® and holds a Series 65 license with five years of industry experience. He currently works at Rembert Pendleton Jackson, where he has been part of the firm since 2021. Prior to that, he worked at Bogart Wealth, Financial 360, LLC, Keswick Hall and Golf Club, and Virginia Tech University. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm uses a client-specific, Modern Portfolio Theory-based approach to design diversified portfolios across various account types and meets with clients quarterly.

Travis Russell is a CFP® with 17 years of industry experience, currently serving at Glassman Wealth Services, LLC since 2011. He holds a Series 65 license and is based in Stowe, VT. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored investment approach that includes mutual funds, ETFs, independent managers, and private funds, with a methodology that incorporates cash as an asset class and integrates non-managed assets into client reporting.

Brian Jones is a CFP® with 25 years of industry experience and has been with CJM Wealth Advisers, Ltd. since 1997. He serves as co-director of the Financial Planning Association National Capital Chapter and is the author of a book on financial planning for Generation X. He is also 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 a broad client base, including high net worth individuals, pension plans, trusts, and charitable organizations. The firm operates a wrap-fee platform, employs a mix of mutual funds, ETFs, individual equities, and fixed income, and follows policies on discretionary authority and AI tool usage.

Patrick Kimmel is a financial advisor at WealthCrest Financial Services, LLC in Springfield, VA, holding a Series 66 designation with six years of industry experience. His prior roles include work with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research. WealthCrest Financial Services serves individual investors, including high-net-worth clients, and pension or profit-sharing plans by providing financial planning, investment supervisory services, and consulting. The firm manages approximately $507.5 million in discretionary assets, primarily using the Cambridge Managed Account Platform with a combination of fundamental and technical analysis.

Kristan Anderson is a CFP® with 23 years of industry experience, currently serving at West Financial Services, Inc. since 2009. He operates within a team of 22 advisors based in McLean, VA. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $2.8 billion across various clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation strategy with a long-term focus, utilizing core-and-satellite equity investments, laddered fixed-income, and tactical adjustments based on quantitative and qualitative analysis.

Ryan Kelly is a CFP® professional with five years of industry experience, currently advising at Yeske Buie Inc. since 2019. Prior to joining Yeske Buie, he had roles at Signature FD and spent time at the University of Georgia and 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, including financial planning and fiduciary asset management for a range of clients such as individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process based on Modern Portfolio Theory and ongoing portfolio monitoring.