Cierra Telleen is a financial advisor at Pactolus with a Series 65 credential and one year of industry experience. She previously worked at Citizens & Farmers Bank and studied at the College of William & Mary. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business clients. The firm offers investment advisory, financial and estate planning, tax-aware advice, and other wealth-planning solutions, typically managing client accounts on a discretionary basis and utilizing quantitative research and sub-advisers.

Steven Tomisek is a CFP®-certified financial advisor with 15 years of industry experience. He currently works at Evermay Wealth Management, LLC and previously was employed at Kirk Capital Advisors, LLC and Advisors Financial, Inc. His credentials also include Series 65 and Series 66 licenses. Evermay Wealth Management, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-centric approach, tailoring recommendations to clients’ goals and risk profiles, and provides discretionary and non-discretionary investment management alongside financial planning and retirement-plan consulting.

Brett Thompson is a financial advisor at Allegiance Financial Group with four years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC and Cassaday & Company Wealth Management. Brett is part of a seven-advisor team based in Vienna, VA. Allegiance Financial Group provides investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, trusts, estates, business entities, and charitable organizations. The firm employs a long-term, strategic asset allocation approach grounded in Modern Portfolio Theory and utilizes multiple custodial and third-party platforms to support its advisory services.

Kevin Moody is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and nine years of industry experience. His career includes roles at Bank of America, Merrill Lynch, EagleStone Wealth Advisors, and Emerson Equity LLC. Outside of his advisory work, he is a registered representative at Emerson Equity and a fixed insurance agent in Rockville, Maryland. Onyx Bridge Wealth Group serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients with discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a research-driven investment process utilizing third-party and internal portfolio models, offering tailored accounts with continuous monitoring and periodic rebalancing.

Joseph Dorazio is a CFP® and holds a Series 65 license with 23 years of experience in the financial industry. He has been with D’Orazio & Associates Inc since 2004 and currently works at D'Orazio Wealth Advisors, a team-based firm located in Falls Church, VA. D’Orazio Wealth Advisors provides 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.

Brian Mattox is a financial advisor at Kendall Capital Management with 23 years of industry experience. He holds a Series 66 designation and has been with Kendall Capital since 2018, following four years at Andersen Tax. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a variety of investment strategies, including fundamental, technical, quantitative, and qualitative analysis, and conducts regular account reviews as part of its advisory service.

Leonard Rodman is a financial advisor at Rothschild Capital Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vitruvia Consulting Corporation. Rothschild Capital Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and a small number of pooled vehicles. The firm employs a combined top-down and bottom-up investment approach and manages approximately $468 million across private funds and separately managed accounts.

Ryan Streilein is a CFA® charterholder with seven years of industry experience. He is currently with West Financial Services, Inc., where he has worked since 2018. Prior to joining WFS, he held roles at MUFG Investor Services and Guggenheim Investments. West Financial Services, Inc. is a fee-only investment adviser that provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.8 billion and employs a diversified, client-specific asset allocation approach with a core-and-satellite equity strategy and laddered fixed-income allocations.

Lori Gulin is a CFP® and holds a Series 66 license, with 11 years of experience in financial advising. She has been with Atwood Financial Planning LLC since 2013. Outside of her advisory role, she owns Fearless Finance, LLC, a company she founded to develop budgeting software and an accompanying app. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, providing comprehensive financial planning and non-discretionary investment support. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment approach, and personalized risk assessment through advisor-client discussions.

Veronica Fuentes is a CFP® and ChFC® professional with 13 years of industry experience. She joined Audible Wealth Management in 2024 after spending 13 years with Northwestern Mutual Life Insurance Company. Outside of her advisory role, she is also active as a life insurance agent. Audible Wealth Management serves individual clients, including high-net-worth households, business development clients, and retirement plans, offering financial planning and portfolio management. The firm employs a multi-method investment approach and provides unique services such as educational seminars, bill-pay services, and a wrap-fee program.

Colin Gerrety is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Glassman Wealth Services, LLC since 2015. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm’s investment approach includes diversified portfolios using mutual funds, ETFs, independent managers, and private funds, with a focus on aligning portfolios to client objectives and incorporating non-managed assets into reporting and advice.

Rodrigo Huerta is a Series 65-licensed financial advisor with 10 years of industry experience, currently with West Financial Services, Inc. He joined West Financial Services following a year at Aegis Wealth Management LLC and has been with West Financial Services since 2017. Outside of his advisory role, Huerta is President and Co-Owner of Water’s Edge Group, a real estate management business. 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 using a diversified, client-specific asset allocation approach that includes core-and-satellite equity strategies and laddered fixed-income allocations.

Austin Edmunds is a financial advisor with TritonPoint Wealth, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining TritonPoint, he worked at First Command Insurance Services and First Command Brokerage Services. He serves as Treasurer of the Rotary Club of Fairfax, managing the club’s financial activities and charitable foundation. TritonPoint Wealth, LLC provides financial planning, discretionary investment and wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm uses a long-term asset allocation approach based on modern portfolio theory and employs both fundamental and quantitative analysis alongside model and core-satellite strategies.

Barbara Frank is a financial advisor with Chesapeake Investment Management LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has worked at Chesapeake since 2010 and previously spent time at Piedmont Investment Advisors and Lara, Shull & May. Outside of her advisory role, she is the proprietor of Mount Zion Farm LLC, involved in farming and grazing materials activities. Chesapeake Investment Management provides fee-based asset management and consulting primarily to high-net-worth individuals, trusts, foundations, not-for-profit associations, corporations, and retirement plans. The firm employs individualized discretionary portfolio management with portfolios concentrated in individual equity and fixed-income securities, maintaining a low turnover approach.

Brian Dorsey Jr. is a financial advisor at USAdvisors Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Bank, NYLIFE Securities LLC, AXA Advisors, and Mass Mutual Investors Services. Outside of his advisory role, he is involved in insurance sales through New Perspective Financial Solutions. USAdvisors Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm employs a combination of fundamental analysis and asset allocation, utilizing model portfolios from multiple third-party providers and offering accounts managed on a discretionary basis with regular suitability reviews.

Arian Vojdani is a financial advisor at Mv Capital Management, Inc. with 12 years of industry experience. He holds the Series 65 designation and has been with Mv Capital Management since 2012. Mv Capital Management, Inc. serves individual and high-net-worth clients as well as institutional entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting, with an investment process focused on customized asset allocation, security selection, and periodic monitoring by an Investment Committee and in-house research.

Mary Kolesar is a financial advisor at Promethium Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Promethium, she held roles at Focus Catholic for four years and had academic and government-related positions including at Harvard University and the U.S. Department of the Treasury. Promethium Advisors provides discretionary investment management, financial planning, and consulting services to individuals—including both high-net-worth and non-HNW clients—as well as institutional clients such as pension plans, foundations, and nonprofits. The firm employs diversified investment approaches that combine passive and active strategies, alternatives, and tactical asset allocation, and it offers continuous portfolio monitoring and oversight of Independent Managers.

Scott Beck is a financial advisor with Chesapeake Investment Management LLC in McLean, VA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Chesapeake Investment Management since 2002. In addition to his advisory role, Beck serves as a principal at Washington Financial Planners, LLC, a financial planning company separate from his investment advisory work. Chesapeake Investment Management provides fee-based asset management and consulting services primarily to high-net-worth individuals, trusts, foundations, and institutional clients. The firm emphasizes individualized, discretionary portfolio management focused on individual equity and fixed-income securities, with a client onboarding process that includes in-depth interviews and ongoing portfolio review.

Paul Harney is a financial advisor at CJM Wealth Advisers, Ltd. in Falls Church, VA, holding a Series 66 designation with 12 years of industry experience. He previously worked at Kaplan Financial Group, LLC and Mason Investment Adv Svcs. CJM Wealth Advisers, Ltd. provides discretionary and non-discretionary investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients. The firm combines fundamental and technical analysis in portfolio construction, offers a wrap-fee program, and operates a multi-office structure with distinctive policies on cryptocurrency and AI tool use.

David Poch is a financial advisor at Promethium with a Series 65 designation and one year of industry experience. Prior to joining Promethium, he worked at Challenger Performance Optimization, Inc. for five years and spent four years at Miami University. Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting to individuals, including both high-net-worth and non-HNW clients, as well as institutional clients such as pension plans, foundations, and nonprofits. The firm employs a diversified investment approach that combines passive and active strategies, alternatives, options strategies, tactical asset allocation, and cash management tailored to client objectives and risk tolerance.