John Wittelsberger Jr. is a CFP® with nine years of industry experience, currently serving at Armstrong, Fleming & Moore, Inc. He has been with the firm since 2014 and also has a decade of association with Commonwealth Financial Network. Armstrong, Fleming & Moore offers portfolio management, financial planning, and retirement consulting primarily to high-net-worth individuals, emphasizing tailored investment allocations and fundamental analysis. The firm combines discretionary and non-discretionary services, working closely with Commonwealth Financial Network to provide access to various programs and sub-advisors.

Patrick Fitzgerald is a CFA® charterholder with nine years of industry experience. He is currently with West Financial Services, Inc., where he has worked since 2021. His prior experience includes roles at The Brookings Institution and Janney Capital Management. West Financial Services, Inc. is a 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 approach with long-term and tactical strategies, primarily managing portfolios on a discretionary basis.

Andrew Crowe is a financial advisor with Professional Financial Solutions, LLC in Fairfax, VA, holding a Series 65 designation and nine years of industry experience. He has been with Professional Financial Solutions since 2016 and previously worked in graduation photography with GradImages. Outside of finance, he has photographed college graduations. Professional Financial Solutions, LLC serves primarily individual clients and small business owners, offering financial planning, consulting, and investment management. The firm employs a passive, buy-and-hold approach to portfolio construction and manages client assets with an emphasis on documented investment policies and discretionary authority after an initial period.

Patrick Beagle is a CFP® and ChFC® with 33 years of industry experience. He has worked at Cambridge Investment Research Advisors Inc. and Cambridge Investment Research, Inc. since 2007 and has been with Wealthcrest Financial Services, LLC since 2004. He is the owner of WealthCrest Educational Services, which provides financial literacy and pre-retirement benefits training to federal employees. He also serves as treasurer for the Springfield South Condo Association. WealthCrest Financial Services offers financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm provides fee-based portfolio management utilizing custodial relationships with Pershing and Cambridge, employing a mix of fundamental and technical analysis alongside various trading strategies and regular account reviews.

Karen Blair is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with CJM Wealth Advisers, LTD. and previously worked at Cassaday & Company, Inc. and Mason Investment Advisory Services, Inc. Karen has also held positions at Virginia Tech and HCO Private Wealth. CJM Wealth Advisers provides discretionary and non-discretionary investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients. The firm operates a multi-office structure and its own wrap-fee platform, utilizing a mix of mutual funds, ETFs, individual equities, and fixed income with both fundamental and technical analysis.

Carl Holubowich is a CFP® with 21 years of industry experience and is a member of Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2005 and with Commonwealth Financial Network since 2009. Armstrong, Fleming & Moore offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to high-income and high-net-worth individuals and qualified retirement plans. The firm emphasizes tailored allocations and fundamental analysis, managing portfolios for multi-year horizons and utilizing a range of programs through Commonwealth Financial Network.

Benjamin Seamans is a financial advisor with Aspect Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corp and Almanack Investment Partners, LLC. In addition to his advisory work, he is a licensed insurance agent offering accident, disability, annuity, life, and long-term care insurance products. Aspect Partners serves a diverse client base including individuals, trusts, estates, retirement plans, nonprofits, and insurance company clients. The firm provides discretionary asset management, financial planning, and retirement-plan consulting, utilizing individualized investment strategies and a range of securities under a fiduciary standard.

Eduardo Wisbrun is a CFA® charterholder with seven years of industry experience. He is currently with West Financial Services, Inc., joining the firm in 2024. Prior to this, he worked at Morgan Stanley for five years and Caravel Management for seven years. West Financial Services, Inc. is a fee-only investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm uses a diversified, client-specific asset allocation approach with a long-term focus, incorporating core-and-satellite equity strategies and laddered fixed-income allocations.

Bailey Schmitz is an advisor at D'Orazio Wealth Advisors in Vienna, VA, holding a Series 65 designation with three years of industry experience. Prior to joining D'Orazio Wealth Advisors, Bailey worked at Alpha Mortgage Corporation and EmergeOrtho. D'Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts and estates, and retirement plan sponsors. The firm uses a long-term, globally diversified investment approach and manages client portfolios with mutual funds, ETFs, individual equities and bonds, with discretionary monitoring and rebalancing.

Wade Pfau is a CFA® charterholder with over 11 years of experience in the financial services industry. He is currently affiliated with McLean Asset Management Corp. and has held roles at Retirement Researcher, LLC and The American College. Pfau also engages in educational speaking and writing for financial advisors and is the founder of RISA, LLC, a product designed to assist investment advisors with retirement income planning. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory and broad asset-allocation principles, utilizing no-load mutual funds, ETFs, and approved managers.

David Nelson is a CFA® charterholder with 21 years of industry experience. He is currently with Monument Wealth Management, where he has worked since 2026, following nine years at Verdence Capital Advisors and a year at PagnatoKarp. Nelson is also a partner in Hunt Valley Partners, an investment partnership used for personal investment purposes. Monument Wealth Management is a team of nine advisors managing approximately $648 million for individuals, high-net-worth clients, trusts, and estates. The firm offers a range of investment advisory and financial planning services, utilizing a combination of ETFs, mutual funds, individual equities, and both fundamental and technical analysis in its portfolio management.

Eric Hess is a CFP® and ChFC® with 19 years of industry experience. He has been with Alpha Financial Advisors, LLC since 2001. Alpha Financial Advisors serves individual and high-net-worth clients, focusing on life-oriented financial planning and a comprehensive range of services including investment management, retirement planning, and estate planning coordination. The firm employs a goal-driven investment process that integrates multiple analytical methods and maintains a fee-only, discretionary portfolio management approach.

Leslie Tovar Rosado is a financial advisor at Alpha Financial Advisors, LLC with four years of industry experience. She holds the Series 65 designation and previously worked at LPL Financial from 2016 to 2018 before joining Alpha Financial Advisors. Alpha Financial Advisors serves individual and high-net-worth clients, as well as a pension/profit-sharing plan, generally working with households meeting a $500,000 investable assets guideline. The firm offers comprehensive, life-centered financial planning and discretionary portfolio management using a combination of modern portfolio theory and multiple analytical approaches to provide tailored investment strategies.

Jessica Wunder is a CFP® with 21 years of industry experience, currently serving as an advisor at McLean Asset Management Corporation since 2012. She holds the Series 66 designation and is based in Tysons, VA. Outside of her advisory role, she is the Immediate Past Chair and a board member of the Parkinson's Foundation. 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 multi-advisor team approach, using Modern Portfolio Theory and broad asset allocation principles to develop individualized portfolios.

Mark Mckaig is a financial advisor at Centurion Wealth Management in McLean, VA, holding a Series 66 designation with 25 years of industry experience. He previously worked at Spire Investment Partners for seven years before joining Centurion Wealth Management in 2022. Centurion Wealth Management serves high-net-worth individuals, retirement plans, and corporate clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $741 million in client assets with an eight-advisor team and emphasizes diversified asset allocation guided by a monthly investment committee.

Hunter Adams is a financial advisor at Brown | Miller Wealth Management, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated. His background also includes roles in education and the hospitality industry. Brown | Miller Wealth Management provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and institutional entities. The firm employs a goal-oriented, tax-aware asset allocation strategy combining active and passive investments and utilizes third-party managers and UMA platforms to enhance portfolio oversight and tax efficiency.

Parker Trasborg is a CFP® with 13 years of industry experience and is currently affiliated with CJM Wealth Advisers, Ltd. He has been with the firm since 2011. Trasborg is a member of The National Association of Personal Financial Advisors (NAPFA). CJM Wealth Advisers, Ltd. provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individual and institutional clients. The firm operates a multi-office structure and manages portfolios primarily through its own wrap-fee platform, utilizing mutual funds, ETFs, individual equities, and fixed income with a range of investment strategies.

Zachary Kaufman is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Armstrong, Fleming & Moore, Inc. based in Washington, DC. His background includes multiple roles at Armstrong, Fleming & Moore, Inc. and academic positions at George Washington University. Armstrong, Fleming & Moore provides portfolio management, financial planning, retirement plan consulting, and hourly consultation services, primarily serving high-income and high-net-worth individuals. The firm uses a tailored investment approach with fundamental analysis and manages portfolios over multi-year horizons, often in partnership with Commonwealth Financial Network.

Michael Mclenigan is a CFP® and holds a Series 65 license, with 28 years of industry experience. He has been with Professional Financial Solutions, LLC since 1997. Professional Financial Solutions, LLC serves primarily individual clients, including those with living or irrevocable trusts, and small business owners on retirement plans and charitable gifting of client securities. The firm offers financial planning, targeted consulting, and investment management, typically using diversified mutual funds and ETFs with a buy-and-hold, passive approach that emphasizes client-specific Investment Policy Statements and discretionary authority after an initial relationship period.

Brian Bass is a financial advisor at McLean Asset Management Corporation with 11 years of industry experience. He holds the CFP® and Series 66 credentials. Prior to joining McLean Asset Management in 2021, he worked at Cetera Advisors LLC for six years. Outside of his advisory role, Bass is an alumnus of the Baltimore Orioles and participates in appearances and autograph sessions. McLean Asset Management Corporation provides discretionary and non-discretionary 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 employs a portfolio approach based on Modern Portfolio Theory and broad asset allocation, incorporating tax-managed strategies and ESG screening options.