Caroline Ludwick is a financial advisor at AMJ Financial Wealth Management LLC with a Series 65 credential and two years of industry experience. Her prior work includes roles at Fannie Mae and FINRA, as well as positions at James Madison University and Highlands Swim and Tennis Club. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, small business consulting, and legacy management. The firm employs a research-driven investment process and offers client-specific portfolios, educational workshops, and a range of retirement plan services.

Richard Schaeffer is a CFP®-certified financial advisor with 41 years of industry experience. He is associated with Schaeffer Financial LLC, where he has worked for over two decades, and currently serves as part of a five-advisor team. His prior experience includes roles at Grove Point Investments and LPL Financial. Schaeffer Financial serves individuals and families, including federal employees and foreign nationals holding G‑IV visas, as well as trusts, foundations, and small businesses. The firm provides financial planning and discretionary portfolio management, emphasizing diversified asset allocation tailored to clients’ goals and risk tolerance, and frequently coordinates with outside professionals to implement client plans.

Charles Gibbons is a financial advisor with KFA Private Wealth Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Arete Wealth Management LLC and Ameriprise, among other firms. Outside of advising, he is also an insurance agent with Agency One. KFA Private Wealth Group serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities by providing financial planning, portfolio management, retirement plan consulting, and wealth management. The firm employs goal-based portfolios using strategic asset allocation and a blend of passive and active management, with tax preparation and accounting services offered alongside investment management.

Cierra Telleen is a financial advisor at Pactolus with a Series 65 credential and one year of industry experience. She previously worked at Citizens & Farmers Bank and studied at the College of William & Mary. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business clients. The firm offers investment advisory, financial and estate planning, tax-aware advice, and other wealth-planning solutions, typically managing client accounts on a discretionary basis and utilizing quantitative research and sub-advisers.

Tyler Steigerwald is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors, holding a Series 65 credential and has been in the industry since 2023. Prior to joining SGK Wealth Advisors, he worked in local government and education roles. 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 investment approach with ongoing monitoring and incorporates client-directed ESG considerations, offering both long- and short-term strategies.

Kevin Moody is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and nine years of industry experience. His career includes roles at Bank of America, Merrill Lynch, EagleStone Wealth Advisors, and Emerson Equity LLC. Outside of his advisory work, he is a registered representative at Emerson Equity and a fixed insurance agent in Rockville, Maryland. Onyx Bridge Wealth Group serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients with discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a research-driven investment process utilizing third-party and internal portfolio models, offering tailored accounts with continuous monitoring and periodic rebalancing.

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.

Brian Mattox is a financial advisor at Kendall Capital Management with 23 years of industry experience. He holds a Series 66 designation and has been with Kendall Capital since 2018, following four years at Andersen Tax. 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 variety of investment strategies, including fundamental, technical, quantitative, and qualitative analysis, and conducts regular account reviews as part of its advisory service.

Leonard Rodman is a financial advisor at Rothschild Capital Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vitruvia Consulting Corporation. Rothschild Capital Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and a small number of pooled vehicles. The firm employs a combined top-down and bottom-up investment approach and manages approximately $468 million across private funds and separately managed accounts.

Veronica Fuentes is a CFP® and ChFC® professional with 13 years of industry experience. She joined Audible Wealth Management in 2024 after spending 13 years with Northwestern Mutual Life Insurance Company. Outside of her advisory role, she is also active as a life insurance agent. Audible Wealth Management serves individual clients, including high-net-worth households, business development clients, and retirement plans, offering financial planning and portfolio management. The firm employs a multi-method investment approach and provides unique services such as educational seminars, bill-pay services, and a wrap-fee program.

Colin Gerrety is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Glassman Wealth Services, LLC since 2015. 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’s investment approach includes diversified portfolios using mutual funds, ETFs, independent managers, and private funds, with a focus on aligning portfolios to client objectives and incorporating non-managed assets into reporting and advice.

Austin Edmunds is a financial advisor at TritonPoint Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with First Command Brokerage Services, Inc. and First Command Advisory Services, Inc. Outside of his advisory role, Edmunds serves as Treasurer of the Rotary Club of Fairfax, where he manages financial activities and budgeting. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a long-term asset allocation strategy combining public equities, fixed income, and private-market alternatives, implementing client strategies through independent managers, model portfolios, and technology platforms.

Matthew Hutchison is a financial advisor at Abich Financial Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Abich Financial Wealth Management, he worked at Carmax and Tractor Supply Company and studied at James Madison University. Abich Financial Wealth Management is a multi-advisor team serving individual and high-net-worth clients with portfolio management and financial planning. The firm employs a blended investment approach that integrates fundamental, technical, cyclical, and charting analyses, utilizing third-party resources and maintaining regular account monitoring and tax-conscious rebalancing.

Barbara Frank is a financial advisor with Chesapeake Investment Management LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has worked at Chesapeake since 2010 and previously spent time at Piedmont Investment Advisors and Lara, Shull & May. Outside of her advisory role, she is the proprietor of Mount Zion Farm LLC, involved in farming and grazing materials activities. Chesapeake Investment Management provides fee-based asset management and consulting primarily to high-net-worth individuals, trusts, foundations, not-for-profit associations, corporations, and retirement plans. The firm employs individualized discretionary portfolio management with portfolios concentrated in individual equity and fixed-income securities, maintaining a low turnover approach.

Arian Vojdani is a financial advisor at Mv Capital Management, Inc. with 12 years of industry experience. He holds the Series 65 designation and has been with Mv Capital Management since 2012. Mv Capital Management, Inc. serves individual and high-net-worth clients as well as institutional entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting, with an investment process focused on customized asset allocation, security selection, and periodic monitoring by an Investment Committee and in-house research.

Mary Kolesar is a financial advisor at Promethium Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Promethium, she held roles at Focus Catholic for four years and had academic and government-related positions including at Harvard University and the U.S. Department of the Treasury. Promethium Advisors provides discretionary investment management, financial planning, and consulting services to individuals—including both high-net-worth and non-HNW clients—as well as institutional clients such as pension plans, foundations, and nonprofits. The firm employs diversified investment approaches that combine passive and active strategies, alternatives, and tactical asset allocation, and it offers continuous portfolio monitoring and oversight of Independent Managers.

Jonathan Browning is a financial advisor with Acorn Financial Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Acorn since 2017 and has prior experience at VOYA Financial Advisors, Inc. and Great Point Capital, LLC. Acorn Financial Advisory Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $1.4 billion in assets. The firm offers personalized financial planning and portfolio management to a diverse client base, utilizing globally diversified portfolios and a variety of investment strategies, including subadvisory services and tactical tools.

Scott Beck is a financial advisor with Chesapeake Investment Management LLC in McLean, VA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Chesapeake Investment Management since 2002. In addition to his advisory role, Beck serves as a principal at Washington Financial Planners, LLC, a financial planning company separate from his investment advisory work. Chesapeake Investment Management provides fee-based asset management and consulting services primarily to high-net-worth individuals, trusts, foundations, and institutional clients. The firm emphasizes individualized, discretionary portfolio management focused on individual equity and fixed-income securities, with a client onboarding process that includes in-depth interviews and ongoing portfolio review.

Michael Ausherman Jr. is a financial advisor at Milestone Asset Management, LLC with 18 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Alphastar Capital Management, Brookstone Capital Management, and Legacy Capital Planners. He also owns and operates Ausherman Financial Group, an insurance sales business focused on life and long-term care insurance. Milestone Asset Management provides discretionary asset management and financial planning services to individuals, families, businesses, and charitable organizations. The firm manages approximately $690.7 million in discretionary assets and employs both tactical and strategic portfolio construction using a variety of analytical approaches and model strategies.

David Poch is a financial advisor at Promethium with a Series 65 designation and one year of industry experience. Prior to joining Promethium, he worked at Challenger Performance Optimization, Inc. for five years and spent four years at Miami University. Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting to individuals, including both high-net-worth and non-HNW clients, as well as institutional clients such as pension plans, foundations, and nonprofits. The firm employs a diversified investment approach that combines passive and active strategies, alternatives, options strategies, tactical asset allocation, and cash management tailored to client objectives and risk tolerance.