Matt Cohen is a CFP® with 20 years of experience in the financial services industry. He is currently with West Financial Services, Inc., where he has worked continuously since 2015. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.8 billion with a diversified, long-term investment approach that combines core-and-satellite equity strategies, laddered fixed income, and tactical adjustments.

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.

Richard Baker is a financial advisor with Milestone Asset Management, LLC, holding Series 65 and Series 66 credentials and bringing 18 years of industry experience. He concurrently serves clients at Brookstone Capital Management and Legacy Capital Planners, where he provides tax planning services. Mr. Baker is a board member of The Prepare Institute, a nonprofit organization. Milestone Asset Management offers discretionary asset management and modular financial planning primarily to individual clients, trusts, estates, and business entities. The firm employs a combination of tactical and strategic investment approaches, utilizing both firm-developed and third-party model portfolios, overlay management, and access to a variety of sub-advisers and derivative-based investment tools.

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.

Darren Koch is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with the firm since 2005. Outside of his advisory role, Koch is a partner in SGK Real Estate Investments, LLC, a company formed to purchase the building housing the firm’s offices. Steigerwald, Gordon & Koch provides discretionary investment advisory services and financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to clients’ objectives across various asset classes and employs both long- and short-term strategies, overseeing approximately $1.2 billion in discretionary assets under management.

Sterling Neblett is a CFP® with 21 years of industry experience, currently serving at Centurion Wealth Management since 2022. He previously worked at Spire Investment Partners from 2015 to 2022. Outside of his advisory work, Neblett is president of the Neblett Pancreatic Cancer Foundation and Hart Cellars, LLC, and participates in venture capital investing through OKEANOS Venture Capital Group and Gaingels Angel Investors. Centurion Wealth Management advises high-net-worth individuals, retirement plans, and corporate clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm focuses on diversified, asset-allocation driven portfolios overseen by an investment committee and offers private investment opportunities to eligible clients.

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.

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.

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.

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.