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.

Jamshid Sharifi is a financial advisor at Legacy Wealth Management Inc. with 12 years of industry experience. He holds a Series 65 designation and has been involved with Legacy Associates Inc. since 2004, where he serves as president and owner with a focus on insurance. Sharifi is also a silent partner in a retail business based in Wilkes Barre, PA. Legacy Wealth Management is a team of five advisors managing approximately $314 million across more than 700 client relationships. The firm serves individuals, high-net-worth clients, and businesses, offering discretionary and non-discretionary asset management, financial planning, unified managed accounts, and public educational seminars at no charge. Their investment strategies are customized through documented Investment Policy Statements and include ongoing portfolio monitoring with quarterly reviews.

Jennifer Panicker is a financial advisor with Mathis Wealth Management who holds a Series 66 designation and has 22 years of industry experience. She has worked at several firms, including Ausdal Financial Partners and United Planners' Financial Services. Mathis Wealth Management provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, and various retirement plans. The firm employs a strategic asset allocation approach focused on diversification and offers services including portfolio management, ERISA consulting, and participant education.

David O'Neill is a CFP® professional at Heritage Financial LLC in Gainesville, VA, with eight years of industry experience. He joined Heritage Financial in 2018 after a year at Spire Investment Partners LLC. Outside of advisory work, he manages personal investment activities through SLOPESIDE LLC. Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses, and corporations, providing both investment management and financial planning through a seven-advisor team managing approximately $408 million in assets. The firm uses a LifeMap Discovery process to tailor core-and-satellite portfolios that often incorporate third-party model portfolios, and it discloses its third-party relationships and potential conflicts with a level of transparency uncommon among peer advisory teams.

Daniel Fortunato is a financial advisor at Meridian Financial Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Monterey Church and Carfax. 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 on a discretionary basis, with a focus on longer-term holdings and ongoing financial planning.

David Morton is a financial advisor at Heritage Financial LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Heritage Financial since 2016, following previous roles at The Strategic Financial Alliance, Grove Point Investments, and Mass Mutual Investors Services. He is also a licensed insurance agent involved in fixed life and health insurance sales on a limited basis. Heritage Financial serves individuals, families, trusts, charitable organizations, small businesses, and corporations by providing investment management and financial planning. The firm emphasizes a LifeMap Discovery process to establish client goals and employs core-and-satellite allocations using third-party model portfolios, managing around $408 million in assets across approximately 350 clients.

Ronald Bolte is a financial advisor with Legacy Wealth Management Inc. in Manassas, VA, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Carradice Wealth Advisors, Hightower Securities, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. 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 account and SEI program access, financial planning, and no-cost public educational seminars, using documented investment strategies tailored to client goals and risk tolerance.

Ashlen Garcia Rodriguez is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals and business owners to develop personalized financial strategies that support their goals today and into the future. Her services include financial planning, investment management, and ongoing guidance to help clients make informed decisions about wealth accumulation, retirement planning, risk management, and legacy planning. Ashlen's client focus encompasses areas such as college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Ashlen earned a Bachelor's Degree from George Mason University. Outside of her professional work, Ashlen engages in activities including adventure sports, biking, boxing, hiking, rock climbing, running, spending time with her family, traveling, watching movies, and yoga.

Kira Topeka is a financial advisor at Meridian Financial Partners LLC with a Series 65 designation and six years of industry experience. She has worked at Meridian Financial Partners since 2020 and is also involved with Topeka Custom Design & Photo. Prior to her current roles, she was associated with The Great Meadow Foundation and Strider Pro. 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 on a discretionary basis, with ongoing financial planning and regular account reviews.

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.

Aaron Clarke is a CFP® professional with 10 years of experience in financial advising. He is currently with Heritage Financial LLC, where he has worked since 2022 as part of a seven-advisor team. He has prior experience at firms including Halpern Financial, Inc., Origin Financial, and Acorn Financial Advisory Services. Clarke is also the owner of Virtual Business Virtuosos dba Gig Wealthy, a consulting and financial literacy business, and serves as a volunteer board member and executive counsel member for the Financial Planning Association of the National Capital Area. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm manages roughly $408 million in assets for about 350 clients and uses a LifeMap Discovery process to create individualized investment strategies, typically managing accounts on a discretionary basis with selected third-party sub-advisers.

Nathaniel Gilbert is a financial advisor at Meridian Financial Partners LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Meridian Financial Partners since 2015. The firm provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations, managing over $510 million in assets. Meridian emphasizes asset allocation as the primary driver of returns, combining internal and third-party research to guide investment decisions, and manages client portfolios primarily on a discretionary basis.

Victor Cunningham is a CFA® charterholder with five years of industry experience. He currently works at The Hoerner Planning Group, LLC and previously held positions at Third Avenue Management and Lucid Asset Management, LLC. The Hoerner Planning Group provides comprehensive wealth advisory services to affluent families and related entities. The firm emphasizes customized, strategic asset allocation using independent managers and maintains a long-term investment orientation, managing significant assets both discretionary and non-discretionary across its four-advisor team.

Sarah Albritton is a CFP® professional with eight years of industry experience, currently serving at The Hoerner Planning Group, LLC since 2011. She is based in Middleburg, VA and is part of a four-advisor team. The Hoerner Planning Group provides comprehensive wealth advisory services to affluent families and related entities, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm follows a long-term, strategic asset-allocation approach, managing approximately $1.5 billion in regulatory assets with a focus on value discipline and concentrated strategies through Independent Managers.

Henry Hoerner is a financial advisor with The Hoerner Planning Group, LLC in Middleburg, VA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with The Hoerner Planning Group since 2006. Outside of his advisory role, he serves on the boards of Curtis Investment Group Inc. and Elk Run LLC, and is a limited partner in entities focused on affordable housing development in Northern Virginia. He also acts as a trustee for several family and client trusts. 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 emphasizes customized, strategic asset allocation through independent managers with a long-term focus, managing approximately $1.65 billion across a four-advisor team.

Sarah Irving is a CFP® professional with nine years at Meridian Financial Partners LLC and a total of five years in the financial advisory industry. Prior to joining Meridian, she worked at Prospect 33 for six years. 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 generally manages client portfolios on a discretionary basis, combining internal and third-party research to inform investment decisions.