Kenneth George II is a CFA® charterholder with 21 years of industry experience. He has been with Avenir Corporation since 2005. Avenir Corporation provides discretionary investment management to individuals, trusts, foundations, pension and profit-sharing plans, and private funds. The firm employs a bottom-up, core value strategy focused on capital preservation and real returns, utilizing concentrated portfolios and fundamental analysis.

Ann Schnorrenberg is a CFP® with 10 years of industry experience, currently serving at Withum Wealth Management. She has worked at Pinnacle Associates, Ltd., Savant Capital Management, and Monument Wealth Management. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, and charitable organizations. The firm uses a goals-based investment process with tax optimization and customized portfolios, offering integrated wealth management services for higher-balance clients.

Tameem Qasem is a financial advisor at Azzad Asset Management, Inc. with one year of industry experience and holds a Series 65 designation. Prior to joining Azzad, he worked at Progressive and held various roles including at George Mason University and State Farm. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, trusts, small businesses, and other institutions. The firm specializes in socially responsible Islamic investing using proprietary screening tools and offers a range of asset-allocation strategies through its advisory team and affiliated mutual funds.

Brian Mackin is a CFP® professional with 23 years of industry experience, currently associated with West Financial Services, Inc. He has been with the firm in various roles since 2014. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser serving individuals, retirement and profit sharing plans, charitable organizations, and corporations. The firm manages approximately $2.8 billion and employs a diversified, client-specific asset allocation strategy with a long-term approach.

Sara Cortes is a CFP® at Evermay Wealth Management, LLC in Arlington, VA, with one year of industry experience. Prior to joining Evermay, she worked at the CFP Board for three years and spent fourteen years at the US Securities and Exchange Commission. Evermay Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm takes a team-centric approach, tailoring investment recommendations based on clients’ investor profiles and providing discretionary and non-discretionary management along with financial planning and retirement-plan consulting.

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.

Ryan Fleming is a CFP® with 30 years of industry experience, currently serving as co-owner, president, and director of Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2005 and associated with Commonwealth Financial Network since 2009. Fleming is involved in fixed insurance sales conducted from the branch location. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to high-net-worth individuals and qualified retirement plans. The firm’s approach emphasizes tailored allocations and fundamental analysis, with portfolios managed for multi-year horizons and reviewed by an investment committee.

Lisa Brandau is a CFP® professional with 13 years of industry experience, currently serving at CJM Wealth Advisers, Ltd. since 2018. She previously worked at Aspect Partners for nine years. CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients. The firm operates through a multi-office structure and focuses on building portfolios using mutual funds, ETFs, equities, and fixed income with both fundamental and technical analysis, managing a wrap-fee platform with policies on discretionary authority and AI tool use.

Kara Lilian is a financial advisor at Lynx Investment Advisory, LLC with 21 years of industry experience. She holds the Series 65 designation and has been with Lynx Investment Advisors since 2003. Lynx Investment Advisory serves individual and institutional clients, providing investment consulting, policy development, manager research, and portfolio monitoring. The firm creates customized allocations implemented primarily through third-party managers and offers both discretionary and non-discretionary portfolio management, including advisory services for pooled investment vehicles.

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.

Shawn McLaughlin is a financial advisor with McLaughlin Ryder Investments, Inc. in Alexandria, VA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with McLaughlin Ryder Investments since 2011 and serves as a director and committee chairman at Burke & Herbert Bank & Trust Co. Additionally, he is owner and president of The McLaughlin Companies, LLC, and owner of Union Street Partners, LLC, an investment company. McLaughlin Ryder Investments serves individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers investment management, financial planning, and ERISA retirement plan advisory services, employing a client-centered investment process that utilizes both active and passive strategies and manages most assets on a non-discretionary basis.

Edward Stroman is a CFP® with 11 years of industry experience and has been with Strathmore Capital Advisors since 2014. He holds a Series 65 license and is based in Washington, DC. Strathmore Capital Advisors provides discretionary portfolio management and goals-based financial planning to individuals, trusts, endowments, and participant-directed retirement plans. The firm employs an asset-allocation approach focused on long-term investment using mutual funds and ETFs, supplemented by technology for client service and integrated tax preparation and estate-planning offerings.

Patrick Johnson is a financial advisor with Capital Investment Advisors and holds a Series 66 designation. He has seven years of industry experience and has previously worked with Cambridge Investment Research, Capital Asset Management Group, MB Advisors, and Salisbury University. Capital Investment Advisors is a six-advisor SEC-registered firm managing approximately $374 million for individual clients, trusts, pension and profit-sharing plans, and nonprofit entities. The firm offers individualized financial planning and portfolio management, supplemented by proprietary educational programs and workshops tailored to different career stages.

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.

Michael Beardi is an investment advisor representative with Parsonex Advisory Services, Inc., holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been with Parsonex Advisory Services since 2013 and has worked with related firms in the Parsonex network since 2008. Outside of his advisory role, he serves as a Lieutenant Colonel in the Army National Guard. Parsonex Advisory Services is an SEC-registered firm that provides financial planning, portfolio management, and investment advice to individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach utilizing third-party advisers and sub-advisors, focusing on client risk tolerance and asset allocation through discretionary managed accounts with ongoing monitoring and reviews.

Daniel White is a CFA® charterholder with one year of industry experience, currently serving as an advisor at The Ithaka Group, LLC since 2014. He is based in Arlington, VA, and works within a team of five advisors. The Ithaka Group, LLC provides discretionary and non-discretionary investment advisory and portfolio management services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and registered investment funds. The firm employs a concentrated growth investment style focused on high-quality publicly listed companies, offering portfolios aimed at long-term capital appreciation with low turnover.

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.