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.

Austin Edmunds is a financial advisor at TritonPoint Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TritonPoint, he worked at First Command Insurance Services and First Command Advisory Services. Edmunds serves as Treasurer for the Rotary Club of Fairfax, where he manages financial activities and prepares financial reports. TritonPoint Wealth, LLC provides financial planning, discretionary investment and wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm emphasizes long-term asset allocation based on modern portfolio theory, utilizing model portfolios, independent managers, and a combination of fundamental and quantitative security selection.

Barbara Frank is a financial advisor at Chesapeake Investment Management LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Chesapeake since 2010. Outside of her advisory role, she is the proprietor of Mount Zion Farm LLC, a business involved in farming and grazing materials activities. Chesapeake Investment Management provides fee-based, discretionary asset management and consulting services primarily for high-net-worth individuals, trusts, foundations, nonprofit organizations, corporations, and retirement plans. The firm focuses on individualized portfolios emphasizing equities and fixed income, using a combination of fundamental, technical, cyclical, and quantitative analysis.

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.

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 with Milestone Asset Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 18 years of industry experience. He has held roles at Alphastar Capital Management, Brookstone Capital Management, Legacy Capital Planners, and Ausherman Financial Group, which he owns and operates as a separate insurance sales business. He is also involved in financial planning and income tax preparation through Legacy Capital Planners. Milestone Asset Management provides discretionary asset management and modular financial planning primarily to individual clients, including high-net-worth households, as well as trusts, estates, and business entities. The firm employs a blend of tactical and strategic investment approaches using firm-developed and third-party model portfolios, sub-advisers, and derivative-based strategies.

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.

Eliot Bares is a CFP® with five years of industry experience, currently serving at McGlone Suttner Wealth Management, Inc. He has held roles at Gold Friday LTD and Chequers Financial Management, LLC and is an investor in a packaging business and a trading fund, though he does not participate in their management. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses, managing approximately $1.0 billion in assets using customized model portfolios and active trading strategies.

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.

Thomas Arnold is a financial advisor with Sentinel Asset Management, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. His prior work includes roles at Eagle Strategies (NY Life) and New York Life Insurance Company. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach, combining fundamental, technical, and cyclical analysis, and provides ongoing account monitoring alongside due diligence of third-party managers.

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.

Brian Hawthorne Codato is a CFA® charterholder with four years of industry experience. He has worked at Glassy Mountain Advisors, Inc. since 2021 and previously held roles at Cherry Bekaert LLP and CTS Capital Advisors. Glassy Mountain Advisors provides wealth management to individual and institutional clients, focusing on high-net-worth individuals through discretionary investment management combined with integrated financial planning at no additional charge to investment clients. The firm follows a value-oriented, fundamentals-based approach and manages customized equity and income portfolios, also offering ESG-focused and fund-only options.

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.

Max Kortegast is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Hopwood Financial Services, Inc. and previously worked at WealthSpire Advisors, Bank of America, N.A., and Merrill. Outside of financial advising, he owns and supervises operations for MK Heavy, LLC, a business involved in 18-wheeler sleeper truck rentals. 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 manages approximately $666.6 million for about 273 client households with a six-advisor team and employs a disciplined investment process overseen by an Investment Committee.

Stephen Knapp is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Carderock Capital Management, Inc. since 2020. Prior to joining Carderock, he worked for eight years at S&P Global Market Intelligence. Carderock Capital Management is an independent SEC-registered investment manager serving individuals, high-net-worth clients, trusts, estates, pension, and charitable accounts. The firm employs an active, long-term management approach with customized investment plans and continuous portfolio supervision, managing approximately $666 million in discretionary assets.

Timothy Sommer is a financial advisor with Legacy Edge Advisors and holds Series 63 and Series 66 licenses. He has 32 years of industry experience, including long tenures at TIAA and The Capital Group Investment Advisory Services. He has been with Legacy Edge Advisors since 2024 and also works with PKS Investments. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm uses a combination of fundamental, quantitative, and technical analysis to tailor investment strategies to client goals and manages approximately $896 million across 14 advisors.

Jason Huggins is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., MML Investors Services, MassMutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, Huggins serves as Vice President of the Terry College of Business Alumni Board at the University of Georgia and is President of Wolf Trackers, an organization that raises funds for athletics programs. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and offers portfolio management primarily on a discretionary basis.

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.

Abbie Frishman is a CFP® professional with two years of experience in financial advising. She is currently with Councilor Wealth LLC and has previously worked at May Barnhard Investments LLC and Councilor, Buchanan & Mitchell, P.C. Frishman also engages in divorce financial planning. Councilor Wealth serves individual and high-net-worth clients, retirement plans, and not-for-profit organizations, providing portfolio management and comprehensive financial planning while integrating tax and advisory services through its parent accounting firm.