Kevin Moody is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, JP Morgan Chase, and EagleStone Wealth Advisors. Moody also serves as a registered representative for Emerson Equity and is a licensed agent for fixed/traditional insurance products. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, retirement plan consulting, and donor-advised fund advice. The firm utilizes third-party research and a range of investment vehicles, providing tailored portfolio management with ongoing account reviews.

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.

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.

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.

Matthew Hutchison is a financial advisor at Abich Financial Wealth Management, LLC, holding a Series 65 designation. He has been with the firm since 2023 and previously worked at Carmax and Tractor Supply Company. Hutchison has no prior industry experience before joining Abich Financial. Abich Financial Wealth Management is an SEC-registered, five-advisor team providing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment process combining fundamental, technical, cyclical, and charting analysis, and offers discretionary and non-discretionary portfolio management alongside third-party manager access and educational workshops.

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.

Joseph Scanlan is a financial advisor at Toth Financial Advisory Corp with a Series 65 designation and over a decade of experience in the industry. He previously worked at Lowers Risk Group for ten years and operated Scanlan Consulting for one year before joining his current firm. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, and also manages a private pooled investment vehicle. The firm employs a fundamental, buy-and-hold investment approach combined with the use of leverage and macroeconomic asset allocation adjustments, catering to sophisticated investors.

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.

Kenneth Bowen is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with Toth Financial Advisory Corp since 2013. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, as well as investors through a private pooled vehicle. The firm manages approximately $1 billion in assets and employs a fundamental, buy-and-hold investment approach combined with leveraged instruments and macroeconomic adjustments, catering to sophisticated investors.

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.

Eric Thomas is a financial advisor at Heritage Financial LLC with a Series 65 designation and one year of industry experience. Prior to joining Heritage Financial, he worked in IT support at Texas Tech University and served nine years in the United States Marine Corps. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm uses a LifeMap Discovery process to develop tailored plans and constructs portfolios using a core-and-satellite approach with broadly diversified mutual funds and ETFs, often implementing strategies through independent third-party advisers.

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.

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.

Robert Reardon is a financial advisor at Hendershot Investments, Inc. with four years of industry experience. He holds a Series 65 designation and has been with Hendershot Investments since 2020. Prior to his advisory role, he spent four years at Pennsylvania State University. Hendershot Investments provides fee-only, discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a fundamental, long-term investment approach emphasizing high-quality companies, intrinsic-value analysis, and conservative fixed-income laddering, supported by AI and machine-learning tools, and maintains regular investor communications.

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 21 years of industry experience. She holds the Series 65 designation and has been with Glassman Wealth Services since 2014. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a portfolio approach tailored to client objectives, utilizing mutual funds, ETFs, independent managers, and private investment funds, and incorporates cash management and planning tools into its services.

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.

Nicole Davis is a financial advisor with Northwest Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Northwest Financial Advisors LLC, Northwest Financial Group LLC, and LPL Financial for over a decade in various roles. 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, tailoring portfolios based on client time horizons, risk tolerance, and objectives, while utilizing LPL Financial custodial programs and an Outsourced Chief Investment Officer program to support portfolio oversight and manager due diligence.