Shawn Reardon is a financial advisor at Hendershot Investments, Inc. with seven years of industry experience and holds a Series 65 credential. He previously worked at Edaptive Systems from 2011 to 2016 and is a member of Information Collection Enterprises, LLC, a clinical data services business, where he oversees business and finance functions. Hendershot Investments provides personalized, fee-only investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s approach focuses on fundamental analysis and intrinsic-value assessment of high-quality companies, employing discretionary portfolio management with an emphasis on low turnover, fixed-income laddering, and diversified funds.

Deborah Klein is a CFP® professional at Azzad Asset Management, Inc. in Falls Church, VA, with five years of industry experience. Her career includes roles at Azzad Asset Management since 2019, as well as prior positions at Acorn Financial Services and Northwestern Mutual. Before entering financial services, she worked for WTN Media for 14 years. Azzad Asset Management provides investment management and financial planning services to a diverse client base, including individuals, retirement plans, charitable institutions, and small businesses. The firm specializes in socially responsible Islamic investing, using a proprietary screening tool to exclude companies based on ethical and financial criteria.

Atta Khan is a financial advisor at Azzad Asset Management, Inc. with seven years at the firm and three years of industry experience. He holds a Series 65 designation. Prior to joining Azzad, Mr. Khan worked at Robert Half Recruiters and Employment and has experience with SeekingAlpha.com and Dawn Media Group. Azzad Asset Management provides investment management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, charitable institutions, and businesses. The firm specializes in socially responsible Islamic investing using proprietary screening tools to exclude certain sectors and manages approximately $1.82 billion in discretionary assets.

Keith Packard is a financial advisor at Activ8 Family Office LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Octagon Financial Services Inc. for 16 years. Outside of his advisory role, he writes for Forbes and maintains a personal blog focused on tax issues faced by athletes. Activ8 Family Office primarily serves professional athletes and their associated families, trusts, estates, retirement vehicles, and businesses. The firm offers a Holistic Client Management Program combining financial planning, investment management, cash management, and tax services, with customized portfolios that include third-party managers, alternative investments, and private funds.

Jacob Child is a financial advisor at Horizon Wealth with a Series 65 designation and three years of industry experience. He has worked at several firms, including Impact Partnership Wealth, Market Guard, and Retirement Protection Solutions, where he serves as a managing partner focusing on insurance and annuities advisory. Child is also involved in estate planning as a tax strategy specialist. Horizon Wealth is an SEC-registered advisory firm managing approximately $147 million across about 163 client relationships. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services for individuals and high-net-worth clients, emphasizing retirement investing and tax-aware portfolio strategies.

John Fennig Jr. is a CFP® with 23 years of industry experience, currently serving at KFA Private Wealth Group, LLC. He has worked at KFA since 2015 and previously spent five years with Arete Wealth Management LLC. Outside of his advisory role, he is a 50% owner of FC Global LLC, which manages an office real estate lease. KFA Private Wealth Group advises individuals, trusts, estates, retirement plans, and business entities, offering financial planning, retirement plan consulting, investment management, and in-house tax preparation and accounting services. The firm uses goal-based strategic asset allocation with a mix of passive and active management and operates a wrap fee program that can reduce transaction costs for clients.

Amy Hoffman is a CFP® professional with 27 years of experience in financial advising. She has worked at Advisors Financial, Inc. since 2007 and previously spent five years at Cetera Advisor Networks LLC. In addition to her advisory role, she is licensed to sell fixed insurance products, including life, health, disability, annuities, and long-term care. Advisors Financial, Inc. provides customized investment management and financial planning services to individuals, trusts, estates, and various organizations, managing approximately $321 million in discretionary assets. The firm employs a team approach with an in-house investment committee that focuses on fundamental analysis and multi-year investment horizons while accommodating client-specific needs.

David Tebor is a CFP® with seven years of industry experience, currently serving as a financial advisor at Rembert Pendleton Jackson in Vienna, VA. His prior experience includes roles at Bingham Osborn & Scarborough and Virginia Tech University. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a Modern Portfolio Theory-based approach, offering both discretionary and non-discretionary programs and managing assets across various account types.

John Wolff is a CFP® with nine years of industry experience, currently serving as a financial advisor at Rembert Pendleton Jackson. He has worked at the firm and its affiliated entities since 2017 and previously held a position at North End Financial. Outside of advising, John manages MR Rupert LLC, a business involved in the resale of small stickers and used clothing. Rembert Pendleton Jackson offers investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm utilizes a Modern Portfolio Theory-based approach with diversified asset allocations and provides both discretionary and non-discretionary services.

Claudia Bruce is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with McLean Asset Management Corporation, where she has worked since 2023, following prior roles at Yeske Buie and teaching positions at Virginia Tech and other educational institutions. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a multi-advisor team approach and utilizes Modern Portfolio Theory with a focus on broad asset allocation, tax-managed strategies, and ESG screening options.

Anders Lundegard is a CFP® and ChFC® with 22 years of industry experience, currently serving as an advisor at Capitol Private Wealth Group LLC since 2016. He is also a self-employed musician and founder of The Swedish Jazz, a performing group. Lundegard owns a tax preparation service and has a background in managing other small businesses. Capitol Private Wealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including ETFs, individual securities, bonds, and alternative instruments, and distinguishes itself by integrating tax and accounting services alongside the use of structured products and derivatives in client portfolios.

Amanda Ansell is a CFP® professional with eight years of industry experience. She has worked at OLIO Financial Planning since 2018 and previously held positions at Verus Financial Partners and Cornerstone Wealth Advisors. OLIO Financial Planning serves individual clients across non-high-net-worth and high-net-worth segments, retirement plans, charitable organizations, and corporations, managing roughly $600 million. The firm offers comprehensive financial planning, investment consultation, and portfolio management using a buy-and-hold, core-and-satellite investment approach with an emphasis on ETFs, mutual funds, and select individual securities.

Ehab Alalfey is a financial advisor at Azzad Asset Management, Inc. with 18 years of industry experience. He holds a Series 66 designation and has a background in real estate since 2012. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, and other entities, with a focus on socially responsible Islamic investing using proprietary screening tools. The firm manages approximately $1.82 billion in discretionary assets through a small advisory team and sponsors the Azzad Ethical Wrap Program as well as affiliated mutual funds.

Elizabeth Clark is a financial advisor with Heritage Financial LLC in Gainesville, VA, holding Series 63, 65, and 66 licenses and 13 years of industry experience. She has worked at Heritage Financial since 2011 and is also involved with Intelligent Back Office Solutions, LLC, a private business focused on simplifying business transitions. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations, utilizing a core-and-satellite portfolio approach and collaborating with multiple third-party advisers.

Lindsey Vardi is a financial advisor at Aspect Partners, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Lincoln Financial Advisors Corporation and Almanack Investment Partners, LLC. Lindsey also performs notary services for client documents as part of her professional activities. Aspect Partners serves a diverse client base including individuals, trusts, estates, retirement plans, nonprofits, and insurance companies. The firm offers discretionary asset management, financial planning, and retirement-plan consulting, utilizing quantitative and technical analysis along with a fiduciary standard in managing portfolios that may include a range of securities and strategies.

Gordon Daisley IV is a financial advisor at Advisors Financial, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked for Fairfax Water for 17 years. Advisors Financial, Inc. serves individuals, trusts, estates, foundations, endowments, and charitable organizations, managing approximately $321 million in discretionary assets across about 220 clients. The firm provides customized financial planning and portfolio management, employing an in-house investment committee that focuses on multi-year horizons and client-specific considerations.

Matthew Williams is a financial advisor at Activ8 Family Office LLC with a Series 65 designation and one year of industry experience. He previously worked for nine years at OFS Wealth before joining Activ8 Family Office. Activ8 Family Office serves professional athletes and their related families, trusts, estates, retirement vehicles, and businesses. The firm offers a Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services, including advising on private fund investments.

Alejandro Murguia is a financial advisor at McLean Asset Management Corp. with 22 years of industry experience. He holds a Series 65 designation and has worked at McLean Asset Management since 2005. Mr. Murguia is also the CEO and owner of RISA, LLC, a product designed to assist investment advisors with retirement income planning, which he promotes through podcasts, webinars, and community engagement. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes globally diversified asset allocation grounded in Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management with options for ESG screening and tax-efficient strategies.

Payton Rembert is a Series 65-licensed financial advisor with Rembert Pendleton Jackson, where he has worked for one year. His prior experience includes roles at Booz Allen Hamilton and Atlas Research, as well as academic work at the University of Richmond. 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 Modern Portfolio Theory-based approach to design diversified portfolios, managing both discretionary and non-discretionary assets.

Richard Stolz is a CFA® charterholder with seven years of industry experience. He is currently with West Financial Services, Inc., where he has worked since 2018. Prior to that, he was employed at Dmi and RMA Laos. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.8 billion and employs a diversified, client-specific asset allocation approach with a long-term focus through a core-and-satellite equity strategy and laddered fixed-income allocations.