Jason De Lorenzo is a financial advisor at AD Deum Funds, LLC with eight years of industry experience. He holds a Series 65 designation and has prior experience with Regulus Group, LLC and Management, Consulting, and Research LLC. Outside of his advisory role, he contributes options trading analysis and publishes articles through subscription-based platforms focusing on biotech, pharmaceuticals, and behavioral economic methodologies. AD Deum Funds primarily serves individual investors with discretionary portfolio management, investment planning, and sub-advisory services. The firm employs an options-centric investment approach using option dealer positioning signals and algorithmic tools, offering tailored strategies including derivatives and leverage to align with client risk tolerance and objectives.

Philip Dudley is a financial advisor at Dudley Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Deutsche Bank Securities Inc. He has been with Dudley Capital Management since 2016. Dudley Capital Management LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers tailored investment strategies including Growth & Income, Fixed Income, Balanced, energy-focused Master Limited Partnership (MLP) strategies, and Alternatives, with a focus on ongoing monitoring and ERISA 3(38) fiduciary services for retirement plans.

As a Wealth Advisor & Director at Integrity Road Wealth Partners, Jonathan pursues a client‑centered approach to financial planning and wealth management. With experience serving affluent and high‑income clients, Jonathan specializes in guiding individuals and families through significant financial transitions. Jonathan’s particular experience includes serving individuals and couples approaching retirement, women navigating financial life after divorce or widowhood, pilots, and high-earning young professionals experiencing a material increase in their income. Additionally, Jonathan draws upon his deep experience in the area of charitable planning, guiding faith-oriented individuals toward aligning their giving strategies with their values. Jonathan’s interest in financial planning began with an observation: monetary decisions create tension, often due to a lack of clarity rather than a lack of intentionality. He sees how couples, families, and friends strive for the same outcome yet struggle to move forward together. This insight regarding financial tensions and a lack of clarity sparked Jonathan’s passion for guiding people through prudent financial decision-making with confidence and unity. Today, Jonathan helps individuals and families understand their options, align their decisions with their values, and pursue goals which change the trajectory of their lives. His mission is to provide the clarity and strategic support clients need to move into the future with purpose and peace. Jonathan graduated magna cum laude from Liberty University with a Bachelor’s Degree in Business Administration. While working in the financial services industry, Jonathan became an Investment Advisor Representative after completing the Series 65 Uniform Investment Adviser Law Examination and obtained his MBA from Texas A&M University-Corpus Christi. Jonathan is a Certified Financial Planner® Professional, a professional certification requiring completion of estate, tax, retirement, investment, insurance, and practical application financial courses; rigorous examination; and a residency-like experience requirement. Jonathan is also a Certified Kingdom Advisor®. In his previous advisory roles, Jonathan served affluent families, professionals, and executives, and was responsible for the training and development of new advisors. Jonathan was born and raised in Texas. Also, he currently serves on the Emerging Champions Board and Scholarship Committee with Kingdom Advisors.

Thomas Dudley II is a financial advisor at Dudley Capital Management LLC with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Deutsche Bank Securities Inc. since 2017, he has been with Dudley Capital Management LLC. Dudley Capital Management LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, and institutional clients such as pension plans and charitable organizations. The firm offers tailored investment strategies, including a dedicated energy-focused Master Limited Partnership (MLP) strategy, and provides ERISA 3(38) fiduciary services to retirement plans.

Mark Child is a financial advisor at Sound Investment Management Inc with 27 years of industry experience. He holds a Series 66 designation and has been with Sound Investment Management since 1998. The firm serves individual investors, high-net-worth individuals, family trusts, estates, and not-for-profit organizations, managing approximately $243 million across about 131 client relationships. Sound Investment Management emphasizes non-discretionary portfolio management with a multi-advisor team, combining institutional trading and compliance experience with professional credentials in investment analysis and financial planning.

Joseph Constantino is a financial advisor at Wiseman & Associates Wealth Management in Winchester, VA. He holds a Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at LPL Financial LLC and the University of Tennessee, Knoxville. Wiseman & Associates Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on diversified, largely index-based strategies and offers both discretionary and non-discretionary portfolio management, utilizing platforms such as Betterment Institutional.

Mark Primeau is a financial advisor at PrimeauMayer Financial with six years of industry experience. He holds a Series 65 designation and has previously worked at Virtue Capital Management and Knights of Columbus Insurance. Outside of his advisory role, Primeau is a managing member of PrimeauMayer Agency LLC, where he assists high-net-worth individuals and business owners with financial analysis and planning unrelated to investments. PrimeauMayer Advisors LLC provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm utilizes model portfolios managed by third-party sub-advisers and offers a wrap-fee program that combines advisory services and trading costs, while also addressing a broad investment universe including alternative asset classes.

Timothy Mayer is a financial advisor at PrimeauMayer Financial with six years of industry experience. He holds a Series 65 designation and has worked at several related entities since 2016, including his own firm, Mayer Practice Limited Liability Company, which provides life and health insurance services. PrimeauMayer Advisors LLC offers investment management and financial planning services to individual and high-net-worth clients. The firm utilizes third-party sub-advisers to manage model portfolios tailored to clients’ risk profiles and administers a wrap-fee program combining advisory services and trading costs.

Robert Fredeen III is a financial advisor with AD Deum Funds, LLC, holding Series 65 and Series 66 credentials and five years of industry experience. His prior roles include positions at AGM Institute, Mark Trost Financial, Bull Run Financial Group, Rillhurst Capital, and Mass Mutual Investors Services. AD Deum Funds primarily serves individual investors through discretionary portfolio management, investment planning, and sub-advisory services. The firm uses an options-centric investment approach informed by option dealer positioning signals and algorithmic tools, offering tailored strategies that may include derivatives, leverage, and short positions, along with a paid newsletter and subscription-based consulting services.

Thomas Wiseman II is a financial advisor with Wiseman & Associates Wealth Management in Middleburg, VA, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been affiliated with several entities bearing his name since 1986 and has worked with LPL Financial since 2007. Outside his advisory work, he is the managing member of a family investment LLC. Wiseman & Associates Wealth Management serves individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management, retirement consulting, and financial planning. The firm employs a broadly diversified investment approach based on Modern Portfolio Theory and fundamental analysis, utilizing both traditional management and a web-based platform through Betterment Institutional.

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.

Andrew Downey is a financial advisor with Heritage Financial LLC in Gainesville, VA, holding a Series 65 designation and two years of industry experience. Before joining Heritage Financial in 2024, he worked in various educational roles, including positions with Prince William County and Culpeper County Public Schools. Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses, and corporations, managing approximately $408 million in assets for about 350 clients through a seven-advisor team. The firm employs a LifeMap Discovery process to customize financial plans and uses core-and-satellite allocations with third-party model portfolios, managing most accounts on a discretionary basis.

Drew Culver is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Councilor Wealth LLC in Bristow, VA. His prior roles include positions at May Barnhard Investments, Curo Private Wealth, Commonwealth Financial Network, Clarion Wealth Management Partners, and Ameriprise Financial Services. Councilor Wealth provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to develop long-term investment strategies tailored to client goals.

Yahia Albaghdadi 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 held roles at Goldman Sachs, Ridgely Walsh, LLC, and GameDuell GmbH. His background also includes academic positions at Bard College Berlin, LCC International University, and United World College, Dilijan. Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses, and corporations, providing investment management and financial planning. The firm uses a LifeMap Discovery process to tailor core-and-satellite allocations and manages approximately $408 million in assets for around 350 clients through a seven-advisor team.

Jill Bertke is a CFP® and holds a Series 66 license, with 23 years of industry experience. She has worked at LPL Financial since 2004 and has been with TVAMP, LLC since 2019. She previously worked at Wealthcare Advisory Partners LLC and Equitable Advisors. Bertke serves as successor trustee for family trusts. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios primarily composed of mutual funds and ETFs, and offers services such as written financial plans, retirement-plan advisory, and sub-advisory relationships.

Mason Coyle is a financial advisor at Legacy Wealth Management Inc. with two years of industry experience and holds a Series 66 designation. His prior experience includes roles at Guardian Life and Morgan Stanley’s 10 Goal Wealth Management. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across more than 700 client relationships. The firm delivers discretionary and non-discretionary asset management, financial planning, and public educational seminars, employing tailored investment strategies documented in client Investment Policy Statements.

Eian Lomash is a financial advisor at Legacy Wealth Management Inc. in Manassas, VA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Mass Mutual, among others. Lomash is also involved with Legacy Associates Inc., an affiliated insurance agency. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across more than 700 client relationships. The firm offers discretionary and non-discretionary asset management, unified managed accounts, financial planning, and no-charge public educational seminars, with investment strategies tailored to client goals and risk tolerance.

Reilly Skorupski is a financial advisor at Meridian Financial Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Meridian, Skorupski worked briefly at Signet Financial Management and has experience in the hospitality sector with Clyde's Restaurant Group and Finnegan's Irish Pub & Grill. Meridian Financial Partners LLC provides personalized asset management and ongoing financial planning to individuals, high-net-worth clients, trusts, charitable organizations, and pension plans. The firm emphasizes asset allocation as the primary driver of performance and manages client portfolios on a discretionary basis while integrating financial planning throughout the client relationship.

Zara Sharifi is a financial advisor at Legacy Wealth Management Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles at Bozzuto and Greystar, as well as time as a full-time student. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across over 700 client relationships. The firm offers discretionary and non-discretionary asset management, unified managed account and SEI program access, financial planning, and no-cost public educational seminars, using a combination of fundamental, technical, and cyclical analysis tailored to client goals and risk tolerance.

Sarah Yakel is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with Meridian Financial Partners LLC since 2015, where she is part of a four-advisor team based in Warrenton, VA. Meridian Financial Partners LLC provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes asset allocation as the primary driver of returns and manages client portfolios predominantly on a discretionary basis.