Lauren Snyder is a financial advisor at The Lewis Financial Group with 15 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network, LLC for eight years. Outside of her advisory role, she is a commissioned Notary Public in the state of Virginia. The Lewis Financial Group provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, foundations, and other business entities. The firm employs a risk-adjusted, tax-aware approach using a combination of active and passive strategies across various asset classes and often utilizes third-party platforms and independent managers to implement client portfolios.

Richard Clonch is a CFP® with 21 years of experience in the financial services industry. He has worked with PlanVest Financial, Inc. since 2017 and has been associated with LPL Financial since 2009. Clonch provides investment advisory services through PlanVest Financial, an independent registered investment advisory firm. PlanVest Financial serves primarily individual and high-net-worth clients, offering comprehensive wealth planning, financial planning, and investment management. The firm’s approach includes customized portfolios with fundamental, technical, cyclical, and charting analysis, regular monitoring, and tax-aware rebalancing, and it sponsors a wrap fee program consolidating management and trade execution into a single fee.

Thomas Bowman is a financial advisor at Toth Financial Advisory Corp with 25 years of industry experience. He has been with the firm since 2000 and holds Series 63 and Series 65 licenses. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, in addition to serving investors through a private pooled vehicle. The firm’s investment approach combines fundamental analysis with a buy-and-hold strategy, using leverage and other instruments within a framework guided by economic cycle assessments.

Angela Holland is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has held compliance and advisory roles at Innovation X Advisors LLC, Foothill Securities, Inc., Advisors Preferred, LLC, and Ceros Financial Services, Inc. Outside of her financial services career, she operates Clearwater Fan Girl, LLC, a sports entertainment fan webpage and podcast. AtCap Partners provides investment management and financial planning to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a mix of proprietary strategies, sub-advisors, and outside managers, combining fundamental and technical analysis with market-timing techniques as part of its approach.

Matthew Hoesly is a CFP® and ChFC® at AtCap Partners, LLC with 20 years of industry experience. He has worked at AtCap Partners since 2026 and has held roles at Ceros Financial Services, Inc. and Resource 1, Inc. since 2008 and 2009, respectively. Outside of his advisory work, he is involved in motivational speaking and volunteers as chair of the MDRT Foundation Finance Committee, where he helps review investments and develop member programming. AtCap Partners provides investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a combination of proprietary strategies and third-party asset managers, employing both fundamental and technical analysis, including market-timing techniques, to tailor portfolios and monitor them through ongoing reviews.

Ryan Oliver is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Abich Financial Wealth Management, LLC. He previously worked at Cassaday & Co Wealth Management and Osaic Wealth, INC., among other roles. Oliver holds a Virginia Commonwealth Notary position. Abich Financial Wealth Management is an SEC-registered, five-advisor team that provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment process and offers discretionary and non-discretionary portfolio management, standalone planning, and access to third-party managers and wrap-fee programs.

Elisa Hasan is a financial advisor with The Lewis Financial Group in Ashburn, VA, holding a Series 65 designation and three years of industry experience. Her previous roles include positions at Edward Jones, Care With Love, LLC, and Ashby Ponds Retirement Community. She is also a notary public in Ashburn. The Lewis Financial Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a mix of active and passive strategies across various asset classes and uses third-party platforms and programs to implement and manage client portfolios.

Austin Catania is a financial advisor at Milestone Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at AMJ Financial Wealth Management LLC, Andersen, and MV Financial. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets through a combination of internally managed and third-party model portfolios, employing both tactical and strategic approaches.

Connor Depew is a financial advisor at Abich Financial Wealth Management, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at FVC Bank and Freedom Bank of Virginia. Abich Financial Wealth Management is a multi-advisor team serving individual and high-net-worth clients, managing approximately $395 million in discretionary assets. The firm employs a blended investment approach incorporating fundamental, technical, cyclical, and charting analyses, and offers both investment management and financial planning services.

Carol Zelenke is a financial advisor with Atcap Partners, LLC, holding a Series 66 designation and 13 years of industry experience. She has worked at Ceros Financial Services, Inc. since 2022 and previously spent six years at Raymond James Financial Services. Outside of her advisory role, she owns a residential rental property in California. AtCap Partners provides investment management and financial planning services to individual clients, pension plans, trusts, estates, and corporate entities. The firm uses a blend of fundamental and technical analysis, including market timing strategies, and offers access to third-party asset managers and alternative investments through affiliated entities.

John Steigerwald is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Steigerwald, Gordon & Koch since 1996. Outside of advisory work, he is a partner in SGK Real Estate Investments, LLC, which manages the building housing their offices. Steigerwald, Gordon & Koch provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diversified approach across multiple asset classes and incorporates client-directed ESG considerations, while also providing advisory services on a fee-only basis.

David Petersen is a CFP® with 37 years of industry experience, currently serving at FSA Wealth Partners in Rockville, MD. He has been with Financial Services Advisory, Inc. since 1982. FSA Wealth Partners is a multi-advisor firm managing approximately three-quarters of a billion dollars in assets, providing discretionary asset management and limited financial planning to individuals, business owners, foundations, and retirement plans. The firm employs a technical analysis-driven investment process with an explicit exit framework, combining actively managed and indexed funds alongside tactical strategies.

Patrick Mc Namara is a CFP® and Series 66-registered advisor at Glassman Wealth Services, LLC with three years of industry experience. His prior roles include positions at Pathstone, Campbell Wealth, First Financial Group, and KPMG, as well as service in the U.S. Marine Corps. 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 accounts for less-liquid investments and integrates non-managed assets into client reporting.

Brian Runkles is a CFP® professional with 28 years of industry experience. He is a managing partner at Veridian Capital Partners and has held roles at Purshe Kaplan Sterling Investments and Ameriprise Financial Services. Outside of advising, he owns and manages Brian L Runkles, Inc., a pass-through entity supporting his financial practice. Veridian Capital Partners provides investment advisory and financial planning services to individuals, trusts, estates, business clients, and employer retirement plans. The firm offers discretionary management through its wrap fee program and utilizes a broad range of investment strategies, including alternatives and derivatives within separately managed accounts.

Brian Cohen is a financial advisor at AtCap Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corporation. Outside of his advisory work, Cohen is involved with American Creamery, Inc., and owns a boat through Big Ben Hunting, LLC. AtCap Partners provides investment management and financial planning services to individual clients, pension plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market timing and alternative investments, to create tailored portfolios managed by its advisory team.

Christopher Jones Jr. is a financial advisor at FSA Wealth Partners in Rockville, MD, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Financial Services Advisory, Inc., Secretariat International, and PFS Partners. Before entering the financial advisory field, he worked in education at Norwich University and Sterling High School. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and retirement plans. The firm employs a technical analysis approach supplemented by fundamental review, using an explicit exit framework called the FSA Safety Net to manage downside risk.

Luke Jackson is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor with AMJ Financial Wealth Management LLC. He has two years of industry experience and previously worked at Amazon and The Lunch Box. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients by offering discretionary investment management, financial planning, retirement plan advisory, small business consulting, and legacy management. The firm employs a research-driven investment approach using a diversified mix of asset classes, supported by regular portfolio reviews and client-specific investment policies.

Jason Tkach is a CFA® charterholder with 11 years of industry experience. He has been with Kendall Capital Management since 2014, working as part of a six-person advisory team in Rockville, MD. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, utilizing strategies ranging from long-term holdings to short-term trading, including option writing and short sales.

Jordan Daugherty is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at FSA Wealth Partners. His work history includes positions at Financial Services Advisory, Inc., Madison Avenue Securities, LLC, and Campbell Wealth Management. Outside of finance, he has experience working in the hospitality and retail sectors, including The Line Hotel DC and Philz Coffee. FSA Wealth Partners is a fee-only fiduciary registered investment adviser managing approximately $820 million across roughly 700 clients. The firm provides discretionary portfolio management and limited-scope financial planning, using both active and passive strategies informed by technical and fundamental analysis.

Patrick Tessier is a financial advisor at AMJ Financial Wealth Management LLC in Leesburg, VA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at United Western Group and Marathon TS. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and legacy management. The firm uses a research-driven investment approach combining macroeconomic, fundamental, and quantitative analysis, and offers educational workshops alongside customized portfolio management.