Sarah Racek is a CFP® and holds a Series 65 license with two years of industry experience. She currently works at OLIO Financial Planning, where she has been since 2022. Prior to her advisory role, her background includes experience with the Virginia Cheese Company, Virginia Tech Athletics, and Virginia Tech. OLIO Financial Planning serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, managing approximately $600 million across several hundred client relationships. The firm employs a buy-and-hold, core-and-satellite investment approach with an emphasis on ETFs, mutual funds, and select individual securities, offering financial planning and investment management through project-based and fixed fee structures.

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.

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.

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.

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.

Wesley Kabance is a financial advisor at Toth Financial Advisory Corp in Leesburg, VA, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Toth Financial since 2019, following a 28-year tenure at American Century Investment Services Inc. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, trusts, and retirement plans, managing approximately $1 billion in client assets. The firm employs a fundamental, buy-and-hold investment approach combined with tactical use of margin, leveraged ETFs, and options, and operates a private pooled investment vehicle with performance-based compensation.

Eric Randolph is a CFP® professional with 25 years of industry experience. He has worked at Steigerwald, Gordon & Koch - Wealth Advisors since 2022 and previously spent 19 years at Hopwood Financial Services, Inc. He holds Series 63 and Series 65 licenses. Steigerwald, Gordon & Koch provides discretionary investment advisory services and standalone financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios across equities, fixed income, mutual funds, and ETFs, tailoring allocations to client objectives and employing both long- and short-term strategies.

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.

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.

Neil Kaplan is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Caitlin John, LLC and previously worked at Guardian Pointe Private Wealth Management, LLC. Outside of his advisory role, he owns and operates KIS Financial, LLC, a business focused on college funding solutions and insurance products. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions, offering investment management, financial planning, consulting, and qualified retirement plan services. The firm provides personalized investment programs through a team of registered investment adviser representatives, utilizing a range of strategies and instruments, including proprietary dynamic allocation strategies and consulting on non-traditional investments.

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.

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.

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.

Blake Fellows is a financial advisor with Wealthcare Capital Partners, LLC, holding a Series 66 license and bringing 25 years of industry experience. He has worked at multiple firms including LPL Financial and Coastal Equities, Inc., and has maintained his own advisory practice under Fellows Financial Group since 2015. Outside of advisory work, he serves as president of Fellows Risk Solutions, an agency specializing in life, health, disability, and long-term care insurance. Wealthcare Capital Partners, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $407 million in assets and utilizes a goals-based, evidence-based investment process integrating behavioral economics and quantitative metrics.