Blake Millard is a CFA® charterholder with nine years of industry experience. He currently works at Arca Wealth, LLC and has previously held roles at Sandbox Financial Partners LLC and UBS Financial Services. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process that builds customized asset allocations across conservative to aggressive approaches using a range of investment vehicles including mutual funds, ETFs, individual equities, and alternatives such as cryptocurrency exposure and options strategies.

Fridtjov Markussen is a Certified Financial Planner (CFP®) and holds a Series 66 license with 23 years of industry experience. He has been with AMJ Financial Wealth Management LLC since 2015, serving as the firm's Director of Financial Planning. In addition to his advisory role, he is an independent insurance agent providing life and health insurance solutions through Highland Capital Brokerage. AMJ Financial Wealth Management LLC delivers financial planning and discretionary investment management to individuals, families, trusts, retirement plans, and institutions. The firm employs a comprehensive investment approach that integrates macroeconomic analysis, fundamental research, and quantitative sector evaluation, offering tailored portfolios managed with portfolio-rebalancing software and various trading strategies.

Jo Ann Weinhardt is a financial advisor at Hughes Financial Services, LLC with 30 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Hughes Financial Services since 2016. Hughes Financial Services is a team-based registered investment adviser managing approximately $760 million for individual and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program that combines investment management, trading, and custodial services.

Mark Underwood is a financial advisor at Mv Capital Management, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Mv Capital Management, and Mv Financial Group since 2002. Mv Capital Management, Inc. serves individual and high-net-worth clients as well as institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process involves customized asset allocation, security selection, and ongoing portfolio monitoring conducted by an Investment Committee and supported by in-house research.

Scott Freund is a financial advisor with Family Office Research, LLC in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Family Office Research since 2005. Outside of his advisory role, Freund is involved in consulting, personal investments, and publishing through Lower St Clair LLC, and serves as a consultant and part owner of FarmTogether US Farmland Fund LP, advising on fund operations and coordination. Family Office Research, LLC provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, employer plans, and businesses. The firm manages approximately $580.9 million in assets and emphasizes individualized portfolio supervision with tailored investment strategies for high-net-worth and institutional clients.

Brian Zaczynski is a CFA® charterholder with seven years of industry experience. He has been with Torray Investment Partners LLC since 2016. Torray Investment Partners provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm follows a bottom-up, fundamental stock-selection process with a quality, long-term orientation implemented across large cap growth, small/mid cap growth, and equity income strategies, managing concentrated portfolios with explicit risk controls.

Madolynn Morken is a CFP® and holds a Series 65 license with seven years of industry experience. She currently works at Steigerwald, Gordon & Koch - Wealth Advisors, where she has been since 2022. Prior to that, she was with Burney Company and Kendall Capital Management. Steigerwald, Gordon & Koch provides discretionary investment advisory services and standalone financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to client objectives using a mix of equities, fixed income, mutual funds, and ETFs, applying both long- and short-term strategies and treating cash as an asset class.

Vincent Barrett is a CFP® with 10 years of industry experience, currently serving as an advisor at Acorn Financial Advisory Services, Inc. since 2017. He also has a longstanding role at Thomas F Barrett Inc beginning in 2013. Outside of his advisory work, Barrett is Vice President of an independent TPA/Record Keeper and manages an individual life/health business along with group employee benefit plans. Acorn Financial Advisory Services provides 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 about 2,300 to 2,400 clients with 11 advisors, offering both custom and model-based portfolios through discretionary and non-discretionary management across multiple platforms.

Christopher Rhyne is a financial advisor at Sargent Investment Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Reinhart Partners, Inc. for eight years before joining Sargent Investment Group in 2022. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to develop customized portfolios and manages private funds requiring accredited investors, overseeing approximately $1.28 billion in assets.

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.

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.

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.

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.

Masood Vojdani is a financial advisor with Mv Capital Management, Inc. in Bethesda, MD, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Mv Capital Management since 2005 and Purshe Kaplan Sterling Investments since 2006, as well as involved with MV Financial Group since 1991. In addition to advisory services, he provides consulting related to exit planning through MV Financial Group. Mv Capital Management, Inc. serves individual and high-net-worth clients along with institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process emphasizes customized asset allocation, security selection, and ongoing monitoring, with portfolios constructed from mutual funds, ETFs, equities, and fixed income.

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.

Michael Mcintyre is a CFA® charterholder with three years of industry experience. He has worked at Glassy Mountain Advisors since 2022 and previously held roles at Proshares Advisors, T. Rowe Price, and Morgan Stanley. Glassy Mountain Advisors provides wealth management services primarily to high-net-worth individuals and institutional clients, combining discretionary investment management with integrated financial planning. The firm uses a value-oriented, fundamentals-based approach to build diversified equity and income portfolios and offers customized asset allocation, including ESG-focused options.

Samuel Beach is a financial advisor with Sargent Investment Group, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, estates, nonprofits, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to develop customized portfolios, utilizes third-party managers and technology for risk assessment, and serves as an investment manager to private funds requiring accredited investors.

Benjamin Hilyard is a financial advisor at Fidelis Capital Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for 17 years at Bank of America, Private Bank. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and nonprofit organizations, and other business entities. The firm employs a model-driven investment process that integrates quantitative, fundamental, technical, and economic analysis to manage portfolios using both long- and short-term strategies.

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.