Garrett Welsh is a financial advisor at Allegiance Financial Group with a Series 65 license and one year of industry experience. Prior to joining Allegiance, he worked at Hunt Valley Country Club for four years. Allegiance Financial Group Advisory Services LLC provides investment management, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, estates, business entities, and charitable organizations. The firm emphasizes strategic asset allocation grounded in Modern Portfolio Theory and maintains a long-term investment orientation.

Dean Umemoto is a CFP® and ChFC® with 35 years of experience in financial advising. He has been with McLean Asset Management Corporation since 1984. He is a silent partner in a financial planning software company but has no active role in that business. 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 globally diversified asset allocation approach based on Modern Portfolio Theory, with a focus on tax efficiency and periodic rebalancing.

Andrew Lewis is a financial advisor with The Lewis Financial Group, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining The Lewis Financial Group in 2021, he spent over a decade at Wells Fargo Advisors Financial Network LLC. He serves as an investment committee member for the Community Foundation of Loudoun and Northern Fauquier Counties. The Lewis Financial Group provides investment management, independent manager selection, and financial planning services to individuals, high net worth clients, trusts, estates, foundations, and business entities. The firm manages approximately $314 million in discretionary assets, employing a risk-adjusted, tax-aware approach using a combination of active and passive strategies across various asset classes and utilizing both direct portfolio management and third-party platforms.

Janna Vloet is a financial advisor with Northwest Financial Advisors LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones and Navy Federal Credit Union. Outside of her advisory role, she owns a business selling collectibles. Northwest Financial Advisors LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm uses a long-term, asset-allocation-driven approach and offers customized portfolios through multiple advisory programs.

Alexander Voorhees is a CFP® professional with 12 years of industry experience. He has been with Reston Wealth Management since 2014 and previously worked at LPL Financial from 2014 to 2017. He holds a Series 66 license and spends a portion of his time involved in non-variable insurance activities. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, foundations, corporations, and other entities. The firm offers tailored, long-term investment strategies emphasizing diversified portfolios, low-cost funds, and coordinated wealth planning, managing approximately $590 million across about 480 clients.

Elizabeth Drew Verdi is a CFP® professional with 21 years of industry experience and holds a Series 66 license. She has been with Rembert Pendleton Jackson since 2011, initially joining the firm and continuing through its affiliation with SSB Wealth Management. 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 charitable organizations. The firm uses a Modern Portfolio Theory-based approach to create diversified portfolios and offers both discretionary and non-discretionary programs.

Elissa Buie is a CFP® professional with 32 years of industry experience. She has been with Yeske Buie Inc. since 2007 and has worked in financial planning since 1993, including a lengthy tenure at Financial Planning Group, Inc. Yeske Buie Inc. provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm emphasizes a structured investment process using ETFs and mutual funds grounded in Modern Portfolio Theory, managing over $1 billion with a ten-person advisory team.

David Mulhearn is a financial advisor with Advisors Financial, Inc. He holds a Series 65 designation and has six years of industry experience. Prior to joining Advisors Financial in 2019, he worked at Washington College from 2015 to 2019. Advisors Financial, Inc. provides customized investment management and financial planning services to individuals, trusts, estates, foundations, endowments, and charitable organizations. The firm manages approximately $321 million in discretionary assets with a six-person advisory team, using a fundamental analysis approach and multi-year investment horizons tailored to client-specific needs.

Joseph Wilson is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Fidelity Investments, TD Ameritrade, and Northwest Federal Credit Union. He also spent time with The Omaha Beef Indoor Football Team in 2016. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven investment approach and utilizes LPL Financial custodial programs and an Outsourced Chief Investment Officer platform to support portfolio management and client service.

Kimberly Lampropoulos is a financial advisor with Northwest Financial Advisors LLC, holding a Series 63 designation and nine years of industry experience. She has been with Northwest Financial Group LLC, Northwest Financial Advisors LLC, and LPL Financial, LLC since 2016. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven approach and primarily implements strategies through LPL Financial custodial programs, while also offering an Outsourced Chief Investment Officer program to support portfolio oversight and manager due diligence.

Herbert Hopwood is a CFP® and CFA® with 23 years of experience in financial advising, currently serving at Hopwood Financial Services, Inc. since 2003. He is based in Vienna, VA, and holds Series 63 and Series 65 licenses. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management along with financial planning and retirement plan consulting. The firm employs a team of six advisors managing approximately $666.6 million, with an investment approach overseen by an Investment Committee that focuses on multi-year holding horizons and client-specific profiles.

Deatrice Johnson is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has worked at LPL Financial, LLC and Northwest Financial Advisors since 2016 and has additional experience in commercial real estate with Long and Foster Real Estate, Inc. Johnson also provides administrative services for Northwest Financial Advisors. Northwest Financial Advisors LLC offers discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and uses a long-term, asset-allocation-driven approach with customized portfolios implemented through LPL Financial programs.

Christina Fransckiewich is a CFP® professional with 16 years of experience in the financial industry. She has worked at The Lewis Financial Group since 2021 and previously spent 10 years with Wells Fargo Advisors Financial Network LLC. In addition to her advisory role, she is a commissioned Notary Public in the state of Virginia. The Lewis Financial Group provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, foundations, and business entities. The firm employs a risk-adjusted, tax-aware approach using a mix of active and passive strategies across various asset classes and frequently utilizes UMA/SMA platforms and independent managers to implement client portfolios.

John Shanley is a financial advisor at Aspect Partners, LLC with four years of industry experience. He holds the Series 66 designation and has worked in private client services and wealth management roles since 2021. Outside of advising, Shanley is an investor in a software company focused on website content monetization. Aspect Partners serves a diverse client base, including individuals, trusts, nonprofit organizations, and businesses, offering asset management, financial planning, and retirement plan consulting. The firm employs quantitative and technical analysis, uses various investment vehicles, and engages third-party managers, including some who utilize artificial intelligence and machine learning.

Kevin Deans is a financial advisor at KFA Private Wealth Group, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Arete Wealth Management LLC and Spire Securities, LLC. Outside of finance, he is an investor in Aperture Coffee Roasters and serves as a paid baseball coach for Stars Showcase Baseball. KFA Private Wealth Group advises individuals, trusts, estates, retirement plans, and business entities, offering financial planning, investment management, and in-house tax and accounting services. The firm uses goal-based strategic asset allocation and a combination of passive and active management, with a focus on manager selection and low-cost share classes.

Griffin Baker is a CFP® professional with eight years of experience at CJM Wealth Advisers, Ltd. He is based in Falls Church, VA, and has been with the firm since 2014. CJM Wealth Advisers, Ltd. provides both discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to a diverse client base including high net worth individuals, pension plans, trusts, estates, and charitable organizations. The firm uses a combination of mutual funds, ETFs, individual equities, and fixed income with fundamental and technical analysis, and operates its own wrap-fee platform across a multi-office structure.

Jordan Sorrenti is a financial advisor at Toth Financial Advisory Corp with a Series 65 credential and four years of industry experience. He has been with Toth Financial since 2019 and served in the U.S. Army from 2012 to 2019. Toth Financial provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, also serving investors through a private pooled vehicle. The firm employs a fundamental, buy-and-hold investment approach combined with margin, leveraged ETFs, and options, managing roughly $1 billion in client assets.

Bob Amoako is a Series 65 licensed advisor with Rembert Pendleton Jackson in Vienna, VA. He has three years of industry experience and has worked at several firms, including Commonwealth Financial Network and AFS 401(k) Retirement Services. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting services to individual and institutional clients. The firm uses a client-specific, Modern Portfolio Theory-based approach with diversified asset allocations and manages both discretionary and non-discretionary portfolios.

Yusuf Abugideiri is a CFP® professional at Yeske Buie Inc. with 14 years of industry experience. He has been with Yeske Buie since 2009. Yeske Buie provides integrated wealth management services including financial planning, discretionary asset management, and fiduciary advisory for a range of clients such as individuals, high-net-worth clients, trusts, and institutional plans. The firm emphasizes a structured investment process using Modern Portfolio Theory and manager due diligence, managing over $1 billion in assets with a ten-person advisory team.

Paul Hughes is a financial advisor at Hughes Financial Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hughes Financial Services since 2009. The firm manages approximately $616 million for individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside integrated financial planning. Hughes Financial Services operates its own wrap-fee program and employs a range of tactical investment techniques, including short-term trading and option writing, while also maintaining affiliations that support trustee and investment-management services.