Fridtjov Markussen is a Certified Financial Planner (CFP®) and holds a Series 66 license with 23 years of industry experience. He has been with AMJ Financial Wealth Management LLC since 2015, serving as the firm's Director of Financial Planning. In addition to his advisory role, he is an independent insurance agent providing life and health insurance solutions through Highland Capital Brokerage. AMJ Financial Wealth Management LLC delivers financial planning and discretionary investment management to individuals, families, trusts, retirement plans, and institutions. The firm employs a comprehensive investment approach that integrates macroeconomic analysis, fundamental research, and quantitative sector evaluation, offering tailored portfolios managed with portfolio-rebalancing software and various trading strategies.

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.

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.

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 at Horizon Wealth with ten years of industry experience. He holds a Series 65 designation and has worked at several firms, including Market Guard, DTS, and Impact Partnership Wealth. He is also president of Retirement Protection Solutions, where he manages the company and oversees life and annuity sales. Horizon Wealth Investment Solutions LLC is an SEC-registered advisory firm managing approximately $147 million for around 163 client relationships through a team of six advisors. The firm serves individuals and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and consulting, focusing on retirement investing, income replacement, and financial independence. Their investment approach centers on diversified asset allocation, including equities, ETFs, and cash, with access to private investments and less-liquid alternatives when appropriate.

Alexis Peed is a financial advisor at AMJ Financial Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Little Hokie Hangout and Virginia Tech. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and small business consulting. The firm employs a research-driven investment process and offers client-specific portfolios that include mutual funds, ETFs, equities, fixed income, and options strategies.

Gregory Mattingly is a CFP® professional with 20 years of industry experience. He has been with Preston Wealth Advisors, LLC. since 2013, where he is involved in financial planning, client relationships, and trading. Preston Wealth Advisors provides discretionary and non-discretionary investment advice and financial planning to individuals, families, plan fiduciaries, and related entities. The firm uses a combination of active and passive portfolio management with model-driven strategies and offers services including separately managed accounts, fiduciary plan services, and private pooled investment vehicles.

Donald Unger is a financial advisor with Acorn Financial Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. His prior roles include positions at Voya Financial Advisors and Old Dominion Investment & Retirement Advisors. Unger serves as an unpaid at-large board member of the Tuckahoe Volunteer Rescue Squad, a nonprofit organization. Acorn Financial Advisory Services, Inc. is a fee-only, SEC-registered advisor managing approximately $1.4 billion for individuals, families, institutions, and nonprofit entities. The firm implements globally diversified portfolios using various securities and third-party managers, and it offers defined model strategies alongside tax planning, private capital activities, and educational seminars.

Nathan Gertler is a financial advisor with Acorn Financial Advisory Services, Inc., holding a Series 66 designation and six years of industry experience. He has worked at several firms including Quincy Wells Capital, Great Point Capital, and Equitable Advisors. Acorn Financial Advisory Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $1.4 billion across various accounts. The firm serves individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, implementing globally diversified portfolios through a range of investment vehicles and strategies.

Lauren Snyder is a financial advisor at The Lewis Financial Group with 15 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network, LLC for eight years. Outside of 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 other business entities. The firm employs a risk-adjusted, tax-aware approach using a combination of active and passive strategies across various asset classes and often utilizes third-party platforms and independent managers to implement client portfolios.

Kerby Baden is a financial advisor at Acorn Financial Advisory Services, Inc. with eight years of industry experience. He holds a Series 65 designation and also works as a lawyer and a full-time senior tax accountant at Canto, Rausch, Deck & Co, PA, occasionally providing clients advice related to these roles. Acorn Financial Advisory Services offers personalized financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.23 billion across a broad client base, providing both custom and model-based portfolios with discretionary and non-discretionary management options.

Susan Christ is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Hendershot Investments, Inc. since 2004. She holds a Series 65 license and works from Centreville, VA. Hendershot Investments provides personalized, fee-only investment management and financial planning to a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm employs a fundamental analysis approach focused on intrinsic value and durable competitive advantages, managing close to $1 billion with a four-advisor team.

William Tracy is a CFP® professional currently with Yeske Buie Inc., where he has been since 2023. He has prior experience at Skypath Private Wealth, Wealthspire Advisors, and other firms, with a background that includes roles at Virginia Tech University and USABL. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a formal discovery process and written Investment Policy Statements to guide portfolio construction primarily using ETFs and mutual funds, and it manages over $1 billion in assets with a focus on institutional-level services.

Justin Souder is a financial advisor with Acorn Financial Advisory Services, Inc. in Reston, VA. He holds a Series 65 designation and has five years of industry experience. Prior to joining Acorn in 2020, he worked at Falls Road Golf Course for four years. Acorn Financial Advisory Services provides personalized financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.23 billion for around 2,300 to 2,400 clients through 11 advisors, offering both custom and model-based portfolios with discretionary and non-discretionary management.

Christopher Hoerner is a financial advisor with The Hoerner Planning Group, LLC, holding a Series 65 designation and nine years of industry experience. He has worked with his current firm since 2020 and previously spent three years at Avenir Corporation. Outside of his advisory role, Mr. Hoerner serves as a Director of Stream-It, a startup company that develops a white-label Free Ad-Supported TV platform. The Hoerner Planning Group LLC provides comprehensive wealth advisory services to affluent families and related entities, offering portfolio management, financial planning, and consulting. The firm’s investment approach focuses on customized strategic asset allocation, emphasizing value discipline, capital preservation, and substantial personal stakes by independent managers.

Nicholas Grose is a financial advisor at Bay Colony Advisors with a Series 65 designation and two years of industry experience. Prior to joining Bay Colony Advisors in 2024, he worked at Patomak Global Partners and Alfta GIF, and has held roles at George Mason University and Ohio University. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning and portfolio management along with estate, tax, and family office services. The firm utilizes fundamental analysis and a long-term investment approach, combining model portfolios and third-party sub-advisers to meet client needs across a range of investment types.

Keron Smith is a financial advisor at Brighter Financial Capital Management, LLC in Reston, VA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Avantax and Wells Fargo Advisors. Brighter Financial Capital Management provides investment and financial planning services to individuals, corporations, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management and multi-tiered planning. The firm conducts regular account reviews, sponsors educational seminars, and often uses sub-advisors while maintaining ongoing client relationships.

Jason Seney is a financial advisor at Brown | Miller Wealth Management, LLC with 10 years of industry experience. He holds the Series 65 and Series 66 licenses. Before joining Brown Miller Wealth Management in 2024, he worked at Chevy Chase Trust and Morgan Stanley. Brown Miller Wealth Management is a fee-only registered investment adviser managing approximately $991 million for around 487 clients. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and businesses, offering customized, tax-aware asset allocation strategies that combine active and passive investments across multiple asset classes.

Jonathan Adams is a Chartered Financial Consultant (ChFC®) with 33 years of industry experience. He has been with Northwest Financial Advisors LLC since 2014 and also maintains an affiliation with LPL Financial, LLC since 2007. Adams is licensed to sell non-variable insurance products, including universal life, whole life, and disability insurance. 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 utilizes LPL Financial’s custodial programs and Outsourced Chief Investment Officer (OCIO) services to support portfolio management and oversight.

Nicholas Ferrari Smith is a CFP® with seven years of experience in financial advising. He is currently with Capitol Private Wealth Group LLC, where he has worked since 2024. Prior to this, he held various roles at Northwestern Mutual and MAI Capital Management. Capitol Private Wealth Group serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including ETFs, mutual funds, individual securities, bonds, and alternative instruments, integrating tax and accounting services and utilizing structured products and derivatives in client portfolios.