Steven Tomisek is a CFP® professional with 15 years of industry experience. He is currently with Evermay Wealth Management, LLC and previously worked at Kirk Capital Advisors, LLC and Advisors Financial, Inc. Evermay Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-based approach to provide discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, with portfolios tailored to clients’ investor profiles and ongoing monitoring of third-party managers.

Brett Thompson is a financial advisor at Allegiance Financial Group with four years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC and Cassaday & Company Wealth Management. Brett is part of a seven-advisor team based in Vienna, VA. Allegiance Financial Group provides investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, trusts, estates, business entities, and charitable organizations. The firm employs a long-term, strategic asset allocation approach grounded in Modern Portfolio Theory and utilizes multiple custodial and third-party platforms to support its advisory services.

Joseph Dorazio is a CFP® and holds a Series 65 license with 23 years of experience in the financial industry. He has been with D’Orazio & Associates Inc since 2004 and currently works at D'Orazio Wealth Advisors, a team-based firm located in Falls Church, VA. 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 investment approach and manages approximately $1.32 billion across about 285 client relationships.

Ryan Streilein 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 joining WFS, he held roles at MUFG Investor Services and Guggenheim Investments. West Financial Services, Inc. is a fee-only investment adviser that provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to 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 core-and-satellite equity strategy and laddered fixed-income allocations.

Lori Gulin is a CFP® and holds a Series 66 license, with 11 years of experience in financial advising. She has been with Atwood Financial Planning LLC since 2013. Outside of her advisory role, she owns Fearless Finance, LLC, a company she founded to develop budgeting software and an accompanying app. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, providing comprehensive financial planning and non-discretionary investment support. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment approach, and personalized risk assessment through advisor-client discussions.

Rodrigo Huerta is a Series 65-licensed financial advisor with 10 years of industry experience, currently with West Financial Services, Inc. He joined West Financial Services following a year at Aegis Wealth Management LLC and has been with West Financial Services since 2017. Outside of his advisory role, Huerta is President and Co-Owner of Water’s Edge Group, a real estate management business. 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 using a diversified, client-specific asset allocation approach that includes core-and-satellite equity strategies and laddered fixed-income allocations.

Brian Dorsey Jr. is a financial advisor at USAdvisors Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Bank, NYLIFE Securities LLC, AXA Advisors, and Mass Mutual Investors Services. Outside of his advisory role, he is involved in insurance sales through New Perspective Financial Solutions. USAdvisors Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm employs a combination of fundamental analysis and asset allocation, utilizing model portfolios from multiple third-party providers and offering accounts managed on a discretionary basis with regular suitability reviews.

Paul Harney is a financial advisor at CJM Wealth Advisers, Ltd. in Falls Church, VA, holding a Series 66 designation with 12 years of industry experience. He previously worked at Kaplan Financial Group, LLC and Mason Investment Adv Svcs. CJM Wealth Advisers, Ltd. provides discretionary and non-discretionary investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients. The firm combines fundamental and technical analysis in portfolio construction, offers a wrap-fee program, and operates a multi-office structure with distinctive policies on cryptocurrency and AI tool use.

Daniel Trosch is a CFA® charterholder with 25 years of industry experience. He is currently with West Financial Services, Inc., where he has worked since 2018, including prior experience at Untied Brokerage Services from 2016 to 2018. West Financial Services, Inc. is a fee-only investment adviser managing approximately $2.8 billion for individual, retirement plan, charitable, and corporate clients. The firm employs a diversified, client-specific asset allocation strategy with a focus on long-term investment, utilizing a core-and-satellite equity approach alongside laddered fixed-income allocations and tactical adjustments informed by quantitative and qualitative research.

Lindsay Shetterly is a financial advisor at Glassman Wealth Services, LLC with 22 years of industry experience and a Series 65 credential. She has been with Glassman Wealth Services since 2014 and previously worked at Highline Wealth Management, Convergent Wealth Advisors, and Lydian Wealth Management Company. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a diversified investment approach, including allocations to mutual funds, ETFs, independent managers, and private funds, with distinct practices such as the routine use of Dimensional Fund Advisors funds and formal AI governance for advisory use.

Erick Egender is a financial advisor at The Ithaka Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cedar Partners, Ltd for 16 years before joining The Ithaka Group in 2025. The Ithaka Group, LLC provides discretionary investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and SEC-registered investment companies. The firm employs a concentrated growth management style focused on US and International Large Cap Growth portfolios, emphasizing fundamental research and low turnover.

John Lienert is a CFP® at OLIO Financial Planning in McLean, VA, with approximately one year of industry experience. Prior to joining OLIO, he spent three years at SignatureFD and has held positions in diverse fields including healthcare and education. OLIO Financial Planning serves individual clients across a broad range of wealth levels, as well as retirement plans, nonprofits, and corporations, managing about $600 million. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to implement a primarily buy-and-hold investment approach and offers comprehensive financial planning and portfolio management with a distinctive fee structure that includes project-based and hourly fees rather than traditional asset-based fees.

Newton Pendleton III is a CFP® and holds a Series 65 license, with 24 years of industry experience. He has been with Rembert Pendleton Jackson since 1990, including six years at SSB Wealth Management, Inc. D/B/A Rembert Pendleton Jackson. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients. The firm uses a Modern Portfolio Theory-based approach, offering both discretionary and non-discretionary programs and managing assets across various account types.

Nicholas Studebaker is a financial advisor at McLean Asset Management Corporation with a Series 65 credential and one year of industry experience. He previously worked at Studebaker & Brackett, PLLC for eight years and at the University of Virginia for two years. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs Modern Portfolio Theory and broad asset-allocation principles to develop individualized portfolios and offers tax-managed equity strategies, ESG screening models, and ERISA advisory and investment-manager services.

Daniel Jackson is a CFP® professional with 11 years of industry experience. He has worked at Rembert Pendleton Jackson and its predecessor firms since 2017, and previously held roles at NYlife Securities LLC and New York Life Insurance Company. Daniel holds Series 65 and Series 63 licenses. Rembert Pendleton Jackson serves individual and institutional clients, including high-net-worth individuals and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs a Modern Portfolio Theory-based approach with diversified asset allocations and manages both discretionary and non-discretionary portfolios.

Adrian Kutko is a financial advisor at Lynx Investment Advisory, LLC with 22 years of industry experience. He has held his current role at Lynx since 2010. Adrian holds Series 63 and Series 65 licenses. Lynx Investment Advisory serves individual and institutional clients, providing investment consulting, manager research, and portfolio monitoring. The firm builds customized allocations often implemented through third-party managers and also offers a Growth and Income model portfolio option.

David Chandik is a financial advisor at Pactolus Private Wealth Management with five years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Pactolus, he worked at the South Carolina Office of the State Treasurer and L&L Management, Inc. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business entities, offering investment advisory, portfolio management, financial and estate planning, tax-aware advice, and related services. The firm typically manages accounts on a discretionary basis, uses quantitative and third-party research, and sponsors proprietary private funds alongside bundled wrap-fee programs.

Panagiotis Plevritis is a CFP® with three years of industry experience, currently serving as an advisor at Brown | Miller Wealth Management, LLC. He has worked with the firm since 2022 and previously held positions at ALMA Bank and Northwestern Mutual Investment Services LLC. Brown | Miller Wealth Management is a fee-only registered investment adviser managing approximately $991 million for about 487 clients. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and businesses, offering customized, tax-aware asset allocations that combine active and passive strategies across various asset classes.

Jessica Gibbs is a CFP® professional with nine years of experience in financial advising. She has been with Monument Wealth Management since 2015. Monument Capital Management serves individuals, high-net-worth clients, trusts, and estates with investment advisory and financial planning services. The firm manages approximately $648 million through a team of nine advisors, offering diversified investment strategies and access to private funds and independent managers.

Acie Clayborne III is a financial advisor with Values Added Financial, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Rebel Financial and Ohio University. Values Added Financial is a fee-only, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small- to mid-sized businesses. The firm provides comprehensive financial planning, discretionary portfolio management, business consulting, and educational workshops, focusing on tailored investment policies with an emphasis on asset allocation, diversification, and ongoing monitoring.