Jonathan Marcellino is a CFP® and Series 65 credentialed advisor at McLean Asset Management Corporation with three years of industry experience. Prior to joining McLean Asset Management, he worked at Councilor Buchanan & Mitchell and has a background that includes academic roles at the University of South Carolina and Bethesda Chevy Chase High School. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $819.2 million in assets and employs a multi-advisor team of 17, utilizing Modern Portfolio Theory and broad asset-allocation principles in its investment approach.

Kelly Demers is a financial advisor at Northwest Financial Advisors LLC with nine years of industry experience. Kelly holds a Series 66 designation and previously worked at Merrill and Bank of America. Outside of financial advising, Kelly serves as a board member for the Alabama Ballet, focusing on fundraising and awareness. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm follows a long-term, asset-allocation-driven approach and offers customized portfolio management primarily through LPL Financial custodial programs and an Outsourced Chief Investment Officer program.

Shawn Hadian is a CFP® with seven years of industry experience. He is currently with Capitol Private Wealth Group LLC and has worked at Planning and Prep Consultants LLC and Purshe Kaplan Sterling Investments, Inc. He owns a tax advice and preparation business and also operates an insurance services practice specializing in life, disability, and long-term care insurance. Capitol Private Wealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm integrates tax and accounting capabilities alongside its investment services and employs a range of strategies including use of structured products and derivatives.

Angel Irazola is a financial advisor at West Financial Services, Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Mass Mutual Investors Services. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm emphasizes diversified, client-specific asset allocation with a long-term approach and manages approximately $2.8 billion in assets.

Robert Copeland is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Professional Financial Solutions, LLC since 2018 and previously worked at USAA financial planning services and Madison Wealth Management, LLC. He also has experience with the Museum of the Bible. Professional Financial Solutions, LLC primarily serves individual clients and small business owners, offering financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive investment approach using diversified mutual funds and ETFs, managing over $409 million in client assets as of December 2025.

Charles Cooke is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the financial advisory industry. He is currently a partner at Allegiance Financial Group, where he has worked since 2021, and has held roles at The Strategic Financial Alliance, Inc., Acorn Financial Advisory Services, Inc., and Cooke Capital Inc. Outside of his advisory work, he is a partial owner of Banksy Holdings LLC, a holding company. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. The firm focuses on strategic asset allocation guided by Modern Portfolio Theory and a long-term investment approach, offering discretionary and non-discretionary investment management alongside flexible financial planning and retirement plan consulting.

Andrew Eskelsen is a CFA® charterholder with 11 years of industry experience. He has worked at D'Orazio & Associates, Inc. since 2020 and previously held roles at Booz Allen Hamilton and Compass Point Research & Trading, LLC. Eskelsen is based in Vienna, VA, and holds a Series 66 license. 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 approach, managing roughly $1.32 billion across about 285 client relationships.

Stuart Rainer is a financial advisor at NobleBridge Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. Rainer has been with NobleBridge Wealth and its affiliated Northern Virginia Wealth advisory business since 2019. NobleBridge Wealth Management provides investment management, financial planning, retirement-plan consulting, and project-based services to individuals, high-net-worth families, trusts, estates, retirement plans, and charitable organizations. The firm employs a combination of fundamental, technical, and quantitative analysis, offering multiple investment strategies through both in-house and third-party managers.

Tina Babicz is a CFP® professional with over 20 years of experience in financial planning and advisory services. She has been with CJM Wealth Advisers, Ltd. since 2000 and also serves as an adult education instructor in basic financial planning for Fairfax Public Schools. CJM Wealth Advisers, Ltd. offers discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individual and institutional clients. The firm manages portfolios through its wrap-fee program using a range of investment vehicles and employs both fundamental and technical analysis across various strategies.

Brett Roper is a CFP® certificant with 21 years of industry experience, currently serving at Rembert Pendleton Jackson in Vienna, VA. He has been with the firm and its predecessor entities since 2004, contributing to its operations for over 19 years. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to a diverse client base including high-net-worth individuals, plan sponsors, and charitable organizations. The firm employs a client-specific, Modern Portfolio Theory-based approach, utilizing various securities and third-party managers, with a balanced offering of discretionary and non-discretionary programs.

Mary Price is a financial advisor at CJM Wealth Advisers, Ltd. in Falls Church, VA, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at Wealthspire Advisors and Joel Isaacson & Co, as well as experience outside finance with organizations such as Syracuse Opera and Classical Theatre of Harlem. CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, and retirement plan consulting to individual and institutional clients, including high net worth individuals, pension plans, and charitable organizations. The firm employs a range of investment strategies across mutual funds, ETFs, equities, and fixed income within its multi-office structure and proprietary wrap-fee platform.

Timothy Alvarado is a CFP® with seven years of industry experience. He has worked at Activ8 Family Office LLC since 2025 and previously spent seven years at Octagon Financial Services, Inc., and two years at Dixon Hughes Goodman, LLP. Activ8 Family Office primarily serves professional athletes and their families, offering integrated financial planning, investment management, cash management, and tax services. The firm uses outsourced CIO and TAMP platforms, including Dynasty Wealth Management portfolios and private fund investments, to tailor client portfolios to individual objectives.

Jo Ann Weinhardt is a financial advisor with Hughes Financial Services, LLC in Herndon, VA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has been with Hughes Financial Services since 2016. Hughes Financial Services is a team-based registered investment adviser with seven advisors managing approximately $760 million for individual and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program that combines investment management, trading, and custodial services, utilizing firm-developed model portfolios and a range of investment techniques.

Laura Nash is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at West Financial Services, Inc. since 2022, following five years at Edward Jones and five years at Achieva Central Inc. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser that provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as charitable organizations and corporations. The firm emphasizes diversified, client-specific asset allocation using a core-and-satellite equity strategy combined with laddered fixed-income allocations and tactical adjustments based on quantitative and qualitative research.

Daniel Weinstein is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at KFA Private Wealth Group, LLC and previously held roles at Heritage Investors Management Corporation and Morgan Stanley Private Bank, N.A. 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 constructs goal-based portfolios using strategic asset allocation and a combination of passive and active management with an emphasis on low-cost share classes and ongoing manager due diligence.

Jeffrey Canavan is a CFA® charterholder at Rembert Pendleton Jackson with one year of industry experience. Prior to joining RPJ, he spent 18 years at MissionSquare Retirement. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients. The firm uses a client-specific, Modern Portfolio Theory-based approach to design diversified portfolios and manages both discretionary and non-discretionary assets.

Culley Hess is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Alpha Financial Advisors, LLC since 2019. Prior to his advisory role, he held positions at Sage Outdoor Adventures, Augusta County Clerk of Court, the U.S. Census Bureau, ePlus Technologies, James Madison University, and Loudoun County Public Schools. Alpha Financial Advisors serves individual and high-net-worth clients, generally those with at least $500,000 in investable assets, providing life-centered financial planning and comprehensive services including investment management and retirement planning. The firm uses a discretionary, fee-only approach that combines modern portfolio theory with fundamental and quantitative analysis, focusing on customized relationships and selecting top-ranked managers from a broad institutional universe.

Lawrence Spoth is a financial advisor with Horizon Wealth, holding a Series 65 designation and 10 years of industry experience. He has worked at several firms, including Impact Partnership Wealth, Market Guard, and Retirement Wealth Advisors. In addition to his advisory role, he serves as president of Retirement Protection Solutions, a company focused on life and index annuity sales. Horizon Wealth is an SEC-registered team investment adviser serving individuals, trusts, and corporations with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm emphasizes retirement investing, income-replacement strategies, and financial independence, managing approximately $147 million in discretionary assets across a seven-advisor team.

Glen Buco is a CFP® with 23 years of industry experience and is currently with West Financial Services, Inc., where he has worked since 1983. He holds a Series 65 license and operates out of McLean, VA. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation strategy with a long-term focus, integrating core-and-satellite equity investments and laddered fixed-income allocations.

Matt Cohen is a CFP® with 20 years of experience in the financial services industry. He is currently with West Financial Services, Inc., where he has worked continuously since 2015. 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 with a diversified, long-term investment approach that combines core-and-satellite equity strategies, laddered fixed income, and tactical adjustments.