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.

Jerry Guido is a CFP® and holds a Series 66 license with 18 years of industry experience. He currently serves with Northwest Financial Advisors LLC and has concurrently worked in tax preparation and accounting since 2011. Guido also operates NW Insurance Agency LLC, combining investment advisory and insurance services. Northwest Financial Advisors LLC offers investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach and provides customized portfolio management supported by LPL Financial custodial programs and an Outsourced Chief Investment Officer program.

Bailey Schmitz is an advisor at D'Orazio Wealth Advisors in Vienna, VA, holding a Series 65 designation with three years of industry experience. Prior to joining D'Orazio Wealth Advisors, Bailey worked at Alpha Mortgage Corporation and EmergeOrtho. 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 uses a long-term, globally diversified investment approach and manages client portfolios with mutual funds, ETFs, individual equities and bonds, with discretionary monitoring and rebalancing.

John Mullis is a financial advisor with AMJ Financial Wealth Management LLC in Leesburg, VA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with AMJ Financial since 2012. In addition to his advisory role, Mullis sells fixed annuities through a separate business under the DBA AMJ Financial LLC, working approximately four hours per week. AMJ Financial Wealth Management serves individual and high-net-worth clients as well as institutional clients such as retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary investment management and financial planning, using a research process that integrates macroeconomic, fundamental, and quantitative analysis to implement tailored portfolios.

Eian Lomash is a financial advisor at Legacy Wealth Management Inc. in Manassas, VA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Mass Mutual, among others. Lomash is also involved with Legacy Associates Inc., an affiliated insurance agency. 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, unified managed accounts, financial planning, and no-charge public educational seminars, with investment strategies tailored to client goals and risk tolerance.

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.

Thomas Turner is a CFP® professional with 33 years of experience in the financial services industry. He has been with Northwest Financial Advisors LLC since 2013 and also has a long tenure with LPL Financial, LLC dating back to 2008. Turner provides investment advisory services through Northwest Financial Advisors LLC, an independent firm affiliated with Northwest Federal Credit Union. Northwest Financial Advisors LLC offers discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, employer-sponsored plans, and other entities. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven approach, utilizing both in-house portfolio analysis and external investment programs to tailor portfolios to client needs.

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.

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.

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.

Jennifer Panicker is a financial advisor at Mathis Wealth Management with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Ausdal Financial Partners, Inc. and United Planners' Financial Services. Mathis Wealth Management provides financial planning, investment management, and retirement plan consulting services to individuals, high-net-worth clients, and institutional retirement plans. The firm employs a strategic asset allocation approach using no-load and institutional funds, ETFs, stocks, and bonds, and offers retirement plan services including participant education and enrollment.

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.

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.

Pedrom Sadeghi is a CFP® and Series 65-registered advisor with Hopwood Financial Services, Inc. He has four years of industry experience, including roles at Hopwood Financial Services and S. Mostafa Sadeghi, CPA. 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 uses an Investment Committee to oversee a diverse portfolio approach with multi-year holding horizons and maintains a team-based structure with six advisors managing approximately $666.6 million.

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.

Andrew Yashin is a CFA® charterholder with 10 years of industry experience. He has been with Signet Financial Management, LLC since 2014. The firm provides wealth management, discretionary portfolio management, financial planning, retirement-plan advisory, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. Signet manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary investment process that combines fundamental and quantitative analysis to construct diversified portfolios.

Michael Wakeham is a financial advisor at Acorn Financial Advisory Services, Inc. He holds a Series 65 designation and has worked in the financial industry since 2015, including positions at Bloomsbury Wealth and Caroline Banks & Associates Ltd. He is currently based in Reston, VA. Acorn Financial Advisory Services provides personalized financial planning and investment management to individuals, families, trusts, charitable organizations, and small businesses. The firm manages approximately $1.23 billion across about 2,300 to 2,400 clients, offering both custom and model-based portfolios with discretionary and non-discretionary management.

David O’Neill is a CFP® professional with eight years of industry experience, currently serving as an advisor at Heritage Financial LLC since 2018. He previously worked at Spire Investment Partners LLC for one year. Outside of his advisory role, he is the sole member of a private residence management entity in Gainesville, VA, focused on personal investment activities. Heritage Financial LLC advises individuals, families, trusts, charitable organizations, small businesses, and corporations, managing approximately $408 million in assets for about 350 clients. The firm employs a LifeMap Discovery process to establish client goals and uses individualized core-and-satellite portfolio allocations, often incorporating third-party model portfolios.

Jennifer Denner is a Series 65 licensed financial advisor with Professional Financial Solutions, LLC in Fairfax, VA. She has five years of industry experience, including seven years at the Door and Hardware Institute prior to joining her current firm in 2019. Professional Financial Solutions, LLC primarily serves individual clients, including those with living or irrevocable trusts, as well as small business owners on retirement plans and charitable gifting of client securities. The firm offers financial planning, consulting, and investment management with a focus on diversified mutual funds and ETFs using a buy-and-hold, passive approach.

Kristina Fernandes is an advisor at Hughes Financial Services, LLC, holding a Series 65 credential. She has three years of industry experience, including nine years of prior work at Sloper's Stitch House. Hughes Financial Services is a team-based registered investment adviser with seven advisors managing approximately $760 million for individual and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program that incorporates firm-developed model portfolios, ongoing monitoring, and access to unaffiliated independent managers.