Richard Clonch is a CFP® with 21 years of experience in the financial services industry. He has worked with PlanVest Financial, Inc. since 2017 and has been associated with LPL Financial since 2009. Clonch provides investment advisory services through PlanVest Financial, an independent registered investment advisory firm. PlanVest Financial serves primarily individual and high-net-worth clients, offering comprehensive wealth planning, financial planning, and investment management. The firm’s approach includes customized portfolios with fundamental, technical, cyclical, and charting analysis, regular monitoring, and tax-aware rebalancing, and it sponsors a wrap fee program consolidating management and trade execution into a single fee.

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.

Dennis Campbell is a financial advisor with Centurion Wealth Management in McLean, VA. He holds Series 63 and Series 65 credentials and has 25 years of industry experience, including 16 years at Metrics Money Management prior to joining Centurion in 2025. Centurion Wealth Management serves high-net-worth individuals, retirement plans, and corporate clients by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes diversified, asset-allocation driven portfolios managed by an investment committee, with additional services including private investment opportunities and participant education.

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.

Thomas Bowman is a financial advisor at Toth Financial Advisory Corp with 25 years of industry experience. He has been with the firm since 2000 and holds Series 63 and Series 65 licenses. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, in addition to serving investors through a private pooled vehicle. The firm’s investment approach combines fundamental analysis with a buy-and-hold strategy, using leverage and other instruments within a framework guided by economic cycle assessments.

Elizabeth Clough is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. She has been with Rembert Pendleton Jackson since 2011 and is based in Vienna, VA. Rembert Pendleton Jackson (RPJ) provides investment management, financial planning, retirement plan consulting, and business consulting to both individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm uses a client-specific, Modern Portfolio Theory-based approach and manages assets across a variety of account types, operating both discretionary and non-discretionary programs.

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.

Nicole Mongeon is a CFP® and Series 66-registered financial advisor with Rembert Pendleton Jackson, bringing 22 years of industry experience. She has worked at Rembert Pendleton Jackson since 2020 and previously spent 15 years with Ameriprise Financial Services, Inc. Rembert Pendleton Jackson offers investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients, employing a Modern Portfolio Theory-based approach with both discretionary and non-discretionary programs.

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.

Peter Baker is a financial advisor at Preston Wealth Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at Preston Wealth Advisors since 2023, following a concurrent role at Catoctin Wealth Management LLC since 2014. He serves on the board of Ruritans of Lucketts, a nonprofit community aid group. Preston Wealth Advisors provides discretionary and non-discretionary investment advice and financial planning to individuals, families, plan fiduciaries, and related entities. The firm combines active and passive portfolio management with model-driven strategies and offers services including separately managed accounts, fiduciary plan services, and private pooled investment vehicles.

Sebastian Florero is a CFP® and Series 65-registered financial advisor at D'Orazio Wealth Advisors with one year of industry experience. He previously worked at VLP Financial Advisors and has a diverse background that includes roles outside finance, such as working at Five Guys and teaching at Annadale High School. D'Orazio Wealth Advisors offers 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.

Theron Weimer is a financial advisor with KFA Private Wealth Group, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at KFA since 2015 and was previously with Arete Wealth Management LLC from 2018 to 2023 and Spire Securities LLC from 2015 to 2017. KFA Private Wealth Group serves individuals, trusts, estates, employer retirement plans, and business entities, providing financial planning, retirement plan consulting, investment management, and integrated tax and accounting services. The firm employs a goal-based strategic asset allocation approach, combining passive and active management with an emphasis on manager selection and low-cost share classes.

Kevin Galvin is a CFP® and CFA® with 17 years of experience in the financial industry. He has been with Hopwood Financial Services, Inc. since 2015, where he is part of a six-advisor team based in Potomac, MD. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management alongside financial planning and retirement plan consulting. The firm employs a multi-year investment approach overseen by an Investment Committee and manages approximately $666.6 million across about 273 client households.

Haley Ellis is a CFP® with eight years of experience in financial services and is currently affiliated with Allegiance Financial Group. Her prior positions include roles at The Strategic Financial Alliance and Cooke Capital. She volunteers as secretary for Hoppy Tides Rabbit Rescue, a nonprofit focused on rabbit rescue. Allegiance Financial Group Advisory Services LLC provides investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals and charitable organizations. The firm emphasizes a long-term, strategic asset allocation approach informed by Modern Portfolio Theory and utilizes multiple custodial and third-party platforms.

Patrick Hughes is a CFP® and Series 65 credentialed financial advisor with 11 years of industry experience. He has been with Hughes Financial Services, LLC since 2015, working within a team of nine advisors. Hughes Financial Services is a team-based registered investment adviser managing approximately $760 million for individual and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program utilizing firm-developed model portfolios and a combination of fundamental, cyclical, and modern portfolio theory-based investment methods.

Daniel Hughes is a CFP® with 25 years of industry experience and has been with Hughes Financial Services, LLC since 2009. He holds the Series 63 designation and is based in Herndon, VA. Outside of financial advising, he is a limited partner in ODD SQUAD LLC, which owns Eventide Restaurant in Arlington, VA. Hughes Financial Services, LLC manages approximately $616 million for individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management alongside integrated financial planning. The firm customizes portfolios using model portfolios and a combination of fundamental, cyclical, and Modern Portfolio Theory analyses, employing tactical techniques such as short-term trading, option writing, short sales, and margin when appropriate.

Theodore Doremus is a financial advisor at Preston Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Preston Wealth Advisors since 2012. Outside of his advisory work, he is a minority equity investor in two companies involved in flipping foreclosed residential real estate in Arlington, VA. Preston Wealth Advisors provides discretionary and non-discretionary investment advice and financial planning to individuals, families, plan fiduciaries, and related entities. The firm combines active and passive portfolio management using model-driven strategies and serves as adviser and general-partner affiliate to private funds focused on companies with significant revenue from U.S. government contracts.

Joseph Yoon is a CFP®-credentialed financial advisor with 24 years of industry experience, currently with QM Advisors LLC in Great Falls, VA. His previous roles include positions at Resources Investment Advisors, TimeScale Financial, and Charles Schwab, among others. Outside of advisory work, he is the principal of Castle Hill Consulting, LLC, which conducts various 1099 business activities. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a range of analytical methods across multiple asset types and operates both separately managed accounts and pooled investment vehicles, including a private hedge fund.