Paul Hughes is a financial advisor at Hughes Financial Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hughes Financial Services since 2009. The firm manages approximately $616 million for individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside integrated financial planning. Hughes Financial Services operates its own wrap-fee program and employs a range of tactical investment techniques, including short-term trading and option writing, while also maintaining affiliations that support trustee and investment-management services.

David Morton is a financial advisor at Heritage Financial LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Heritage Financial since 2016, following previous roles at The Strategic Financial Alliance, Grove Point Investments, and Mass Mutual Investors Services. He is also a licensed insurance agent involved in fixed life and health insurance sales on a limited basis. Heritage Financial serves individuals, families, trusts, charitable organizations, small businesses, and corporations by providing investment management and financial planning. The firm emphasizes a LifeMap Discovery process to establish client goals and employs core-and-satellite allocations using third-party model portfolios, managing around $408 million in assets across approximately 350 clients.

Ronald Bolte is a financial advisor with Legacy Wealth Management Inc. in Manassas, VA, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Carradice Wealth Advisors, Hightower Securities, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. 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 account and SEI program access, financial planning, and no-cost public educational seminars, using documented investment strategies tailored to client goals and risk tolerance.

Nikyla Young is a Certified Financial Planner (CFP®) with eight years of industry experience. She has been with Northwest Financial Advisors, LLC since 2017, concurrently working with LPL Financial and Northwest Financial LLC. Northwest Financial Advisors LLC provides 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 tailored to each client’s time horizon, risk tolerance, and objectives, implementing strategies primarily through LPL Financial custodial programs and its Outsourced Chief Investment Officer program.

Matthew Albritton is a CFP® professional with 14 years of industry experience. He is currently with AMJ Financial Wealth Management LLC and previously worked at SageVest Wealth Management, Pegasus Financial Group, and Unitedplanners Financial Services of America. In addition to his advisory work, he holds a life insurance agent license. AMJ Financial Wealth Management LLC serves individuals, families, trusts, retirement plans, foundations, and institutions by providing financial planning and discretionary investment management. The firm combines macroeconomic analysis with fundamental and quantitative research to manage client portfolios and offers specialized services including retirement-plan advisory and small-business consulting.

Ashley Barber is a financial advisor with AMJ Financial Wealth Management LLC in Leesburg, VA. She holds the CFP® designation and Series 65 license and has 10 years of industry experience. Barber has been with AMJ Financial Wealth Management since 2016. AMJ Financial Wealth Management provides financial planning and discretionary investment management to individuals, families, trusts, retirement plans, foundations, and institutions. The firm blends macroeconomic analysis with fundamental and quantitative research to guide its investment strategies and offers additional services such as retirement-plan advisory and small-business consulting.

Jeff Pomerantz is a financial advisor at Analog Capital Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at AT&T for 21 years. Outside of his advisory role, he owns and operates accounting and tax services businesses, including Shield Tax Services, LLC, which assists clients with resolving tax issues. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as subadvisory services to other investment advisers. The firm constructs customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory approaches.

Ghulam Mustafa is a Series 65-licensed financial advisor with Wellington Consulting Services Inc in Chantilly, VA, where he has worked since 2002, accumulating 21 years of industry experience. He serves as Secretary of Wellington Retirement Solutions, Inc., a firm associated with his RIA that provides third-party recordkeeping for company retirement plans. Wellington Consulting Services offers discretionary and non-discretionary investment management and retirement-plan consulting to individuals, plan participants, and company-sponsored retirement plans. The firm emphasizes low-cost implementation using no-load mutual funds, index funds, and ETFs, and serves a large client base through a platform- and participant-oriented approach that integrates pension consulting, recordkeeping, and fiduciary services.

Brett Bender is a Series 65 licensed advisor at AMJ Financial Wealth Management LLC with 10 years of industry experience. He has been with AMJ Financial in various capacities since 1997 and currently focuses on operations and accounting management within the firm. Outside of advisory duties, he serves as a member and owner of AMJ Financial LLC, overseeing office operations and accounting functions. AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management to individuals, families, trusts, retirement plans, foundations, and institutions. The firm’s investment approach combines macroeconomic analysis with fundamental and quantitative research, offering a range of strategies tailored to client risk tolerance, along with specialized retirement-plan and small-business consulting services.

Ashlen Garcia Rodriguez is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals and business owners to develop personalized financial strategies that support their goals today and into the future. Her services include financial planning, investment management, and ongoing guidance to help clients make informed decisions about wealth accumulation, retirement planning, risk management, and legacy planning. Ashlen's client focus encompasses areas such as college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Ashlen earned a Bachelor's Degree from George Mason University. Outside of her professional work, Ashlen engages in activities including adventure sports, biking, boxing, hiking, rock climbing, running, spending time with her family, traveling, watching movies, and yoga.

Jacob Hampton is a financial advisor with Pactolus and holds Series 65 and Series 66 licenses. He joined Pactolus in 2026 after working at Terra Alpha Investments for 11 years. Although he has no prior advisory industry experience before 2026, he has been with Pactolus for one year. 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 investment advisory, portfolio management, financial and estate planning, and other wealth-planning services, typically managing client accounts on a discretionary basis and utilizing quantitative tools, sub-advisers, and bundled wrap-fee programs.

Emily Lee is a financial advisor at Professional Financial Solutions, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at GDIT and S2 Analytical Solutions. Professional Financial Solutions, LLC primarily serves individual clients, including those with trusts, as well as small business owners, offering financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive investment approach using diversified mutual funds and ETFs, and manages over $409 million in client assets.

Sean Carroll is a Series 65 licensed advisor at AMJ Financial Wealth Management LLC in Leesburg, VA, with experience across various roles from 2015 to the present, including positions in education and landscaping before joining AMJ Financial. His diverse background includes work at Liberty Coca-Cola, Firehouse Subs, and Virginia Tech. AMJ Financial Wealth Management LLC serves individuals, families, trusts, retirement plans, foundations, and institutions with financial planning and discretionary investment management. The firm employs a combination of macroeconomic analysis and fundamental research with a quantitative sector-based approach, offering a range of advisory and consulting services alongside specialized retirement-plan work.

Kelly Demers is a financial advisor at Northwest Financial Advisors LLC with nine years of industry experience. Kelly holds a Series 66 designation and previously worked at Merrill and Bank of America. Outside of financial advising, Kelly serves as a board member for the Alabama Ballet, focusing on fundraising and awareness. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm follows a long-term, asset-allocation-driven approach and offers customized portfolio management primarily through LPL Financial custodial programs and an Outsourced Chief Investment Officer program.

Luke Estep is a CFP® and holds a Series 65 license with AMJ Financial Wealth Management LLC, where he has worked for four years. He has two years of industry experience and previously worked at Appleland Sport Center for three years. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, offering discretionary investment management, financial planning, retirement plan advisory, small business consulting, and legacy management. The firm uses a research-driven investment process incorporating macroeconomic, fundamental, and quantitative analysis to build customized portfolios across multiple asset classes.

Robert Copeland is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Professional Financial Solutions, LLC since 2018 and previously worked at USAA financial planning services and Madison Wealth Management, LLC. He also has experience with the Museum of the Bible. Professional Financial Solutions, LLC primarily serves individual clients and small business owners, offering financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive investment approach using diversified mutual funds and ETFs, managing over $409 million in client assets as of December 2025.

Charles Cooke is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the financial advisory industry. He is currently a partner at Allegiance Financial Group, where he has worked since 2021, and has held roles at The Strategic Financial Alliance, Inc., Acorn Financial Advisory Services, Inc., and Cooke Capital Inc. Outside of his advisory work, he is a partial owner of Banksy Holdings LLC, a holding company. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. The firm focuses on strategic asset allocation guided by Modern Portfolio Theory and a long-term investment approach, offering discretionary and non-discretionary investment management alongside flexible financial planning and retirement plan consulting.

Andrew Eskelsen is a CFA® charterholder with 11 years of industry experience. He has worked at D'Orazio & Associates, Inc. since 2020 and previously held roles at Booz Allen Hamilton and Compass Point Research & Trading, LLC. Eskelsen is based in Vienna, VA, and holds a Series 66 license. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified approach, managing roughly $1.32 billion across about 285 client relationships.

Stuart Rainer is a financial advisor at NobleBridge Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. Rainer has been with NobleBridge Wealth and its affiliated Northern Virginia Wealth advisory business since 2019. NobleBridge Wealth Management provides investment management, financial planning, retirement-plan consulting, and project-based services to individuals, high-net-worth families, trusts, estates, retirement plans, and charitable organizations. The firm employs a combination of fundamental, technical, and quantitative analysis, offering multiple investment strategies through both in-house and third-party managers.

Kevin Brown is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with AMJ Financial Wealth Management LLC and has prior experience at Ameriprise and Triad Advisors. Before entering the financial industry, he worked several years in education at Frederick County Public Schools. AMJ Financial Wealth Management LLC serves individuals, families, trusts, retirement plans, foundations, and institutions by providing financial planning and discretionary investment management. The firm combines macroeconomic analysis with fundamental and quantitative research and offers specialized retirement-plan services and small-business consulting.