Tameem Qasem is a financial advisor at Azzad Asset Management, Inc. with one year of industry experience and holds a Series 65 designation. Prior to joining Azzad, he worked at Progressive and held various roles including at George Mason University and State Farm. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, trusts, small businesses, and other institutions. The firm specializes in socially responsible Islamic investing using proprietary screening tools and offers a range of asset-allocation strategies through its advisory team and affiliated mutual funds.

Brian Mackin is a CFP® professional with 23 years of industry experience, currently associated with West Financial Services, Inc. He has been with the firm in various roles since 2014. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser serving individuals, retirement and profit sharing plans, charitable organizations, and corporations. The firm manages approximately $2.8 billion and employs a diversified, client-specific asset allocation strategy with a long-term approach.

Jonathan Marcellino is a CFP® and Series 65 credentialed advisor at McLean Asset Management Corporation with three years of industry experience. Prior to joining McLean Asset Management, he worked at Councilor Buchanan & Mitchell and has a background that includes academic roles at the University of South Carolina and Bethesda Chevy Chase High School. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $819.2 million in assets and employs a multi-advisor team of 17, utilizing Modern Portfolio Theory and broad asset-allocation principles in its investment approach.

Kelly Demers is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding a Series 66 designation and eight years of industry experience. Prior to joining Northwest Financial Advisors, she worked at Bank of America, Merrill, and BNY Mellon. She serves as a board member of the Alabama Ballet, contributing to fundraising and awareness efforts. 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 custodial programs and an Outsourced Chief Investment Officer program to support portfolio oversight while allowing adviser discretion.

Lisa Brandau is a Certified Financial Planner (CFP®) with 13 years of industry experience. She has worked at CJM Wealth Advisers, Ltd. since 2018 and previously spent nine years at Aspect Partners. CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, retirement plan consulting, and variable annuity management to both individual and institutional clients. The firm operates a wrap-fee program that incorporates mutual funds, ETFs, equities, and fixed income using fundamental and technical analysis, and maintains specific policies on discretionary authority and AI tool use.

Luke Estep is a CFP® and holds a Series 65 license with AMJ Financial Wealth Management LLC, where he has worked for four years. He has two years of industry experience and previously worked at Appleland Sport Center for three years. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, offering discretionary investment management, financial planning, retirement plan advisory, small business consulting, and legacy management. The firm uses a research-driven investment process incorporating macroeconomic, fundamental, and quantitative analysis to build customized portfolios across multiple asset classes.

Shawn Hadian is a CFP® with seven years of industry experience. He is currently with Capitol Private Wealth Group LLC and has worked at Planning and Prep Consultants LLC and Purshe Kaplan Sterling Investments, Inc. He owns a tax advice and preparation business and also operates an insurance services practice specializing in life, disability, and long-term care insurance. Capitol Private Wealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm integrates tax and accounting capabilities alongside its investment services and employs a range of strategies including use of structured products and derivatives.

Angel Irazola is a financial advisor at West Financial Services, Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Mass Mutual Investors Services. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm emphasizes diversified, client-specific asset allocation with a long-term approach and manages approximately $2.8 billion in assets.

Sara Galvin is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has worked at Ceros Financial Services, Inc. since 2020 and serves as office manager at Resource 1, Inc., where she is involved in administrative and compliance tasks. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market timing strategies, and offers access to alternative investments and affiliated private fund offerings.

Robert Copeland is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Professional Financial Solutions, LLC since 2018 and previously worked at USAA financial planning services and Madison Wealth Management, LLC. He also has experience with the Museum of the Bible. Professional Financial Solutions, LLC primarily serves individual clients and small business owners, offering financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive investment approach using diversified mutual funds and ETFs, managing over $409 million in client assets as of December 2025.

Charles Cooke is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the financial advisory industry. He is currently a partner at Allegiance Financial Group, where he has worked since 2021, and has held roles at The Strategic Financial Alliance, Inc., Acorn Financial Advisory Services, Inc., and Cooke Capital Inc. Outside of his advisory work, he is a partial owner of Banksy Holdings LLC, a holding company. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. The firm focuses on strategic asset allocation guided by Modern Portfolio Theory and a long-term investment approach, offering discretionary and non-discretionary investment management alongside flexible financial planning and retirement plan consulting.

Andrew Eskelsen is a CFA® charterholder with 11 years of industry experience. He has worked at D'Orazio & Associates, Inc. since 2020 and previously held roles at Booz Allen Hamilton and Compass Point Research & Trading, LLC. Eskelsen is based in Vienna, VA, and holds a Series 66 license. 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 approach, managing roughly $1.32 billion across about 285 client relationships.

Stuart Rainer is a financial advisor with NobleBridge Wealth in Herndon, VA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked with NobleBridge Wealth Management since 2019 and previously served at Avenir Private Advisors, Great Lakes & Atlantic Wealth Management, and as a private consultant. NobleBridge Wealth Management is an SEC-registered firm with a seven-adviser team managing approximately $214 million in assets, serving individuals, high-net-worth families, retirement plans, trusts, and foundations. The firm uses a combination of fundamental, quantitative, and technical analysis across various investment strategies and offers a range of services including financial planning, retirement plan consulting, and third-party manager selection.

Tina Babicz is a Certified Financial Planner® at CJM Wealth Advisers, Ltd. with 20 years of industry experience. She has been with CJM Wealth Advisers since 2000 and concurrently teaches basic financial planning in adult education for Fairfax Public Schools. CJM Wealth Advisers serves individual and institutional clients, including high net worth individuals and charitable organizations, providing investment advisory services, financial planning, and retirement consulting. The firm operates a multi-office structure and manages portfolios through its wrap-fee platform using a range of investment strategies and asset types.

Brett Roper is a CFP® certificant with 21 years of industry experience, currently serving at Rembert Pendleton Jackson in Vienna, VA. He has been with the firm and its predecessor entities since 2004, contributing to its operations for over 19 years. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to a diverse client base including high-net-worth individuals, plan sponsors, and charitable organizations. The firm employs a client-specific, Modern Portfolio Theory-based approach, utilizing various securities and third-party managers, with a balanced offering of discretionary and non-discretionary programs.

Kevin Brown is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with AMJ Financial Wealth Management LLC and has prior experience at Ameriprise and Triad Advisors. Before entering the financial industry, he worked several years in education at Frederick County Public Schools. AMJ Financial Wealth Management LLC serves individuals, families, trusts, retirement plans, foundations, and institutions by providing financial planning and discretionary investment management. The firm combines macroeconomic analysis with fundamental and quantitative research and offers specialized retirement-plan services and small-business consulting.

Tucker Holt is a CFP® with 10 years of industry experience, currently serving at AMJ Financial Wealth Management LLC. He has worked at firms including Triad Advisors and LPL Financial LLC. Holt is also the owner of The Dad Golf Podcast, a non-investment-related venture. AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management services to individuals, families, trusts, retirement plans, foundations, and institutions. The firm employs a rigorous investment process combining macroeconomic analysis, fundamental research, and quantitative evaluation to manage approximately $482 million in client assets.

Eric Dunner is a CFP®-certified financial advisor with 16 years of industry experience. He has been with Glassman Wealth Services, LLC since 2015. The firm serves individual and high-net-worth clients, as well as pension and profit-sharing plans and charitable organizations, providing discretionary investment management, financial planning, and retirement-plan consulting. Glassman Wealth Services employs a customized portfolio approach that includes mutual funds, ETFs, independent managers, and private investment funds, incorporating cash as an asset class and using aggregation tools for comprehensive reporting.

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.

Mary Price is a financial advisor at CJM Wealth Advisers, Ltd. in Falls Church, VA, holding a Series 65 designation with two years of industry experience. Her prior experience includes roles at Wealthspire Advisors and Joel Isaacson & Co. Before entering the financial industry, she worked in nonprofit and legal settings, including Syracuse Opera/Classical Theatre of Harlem and Lewis Brisbois, Bisgaard & Smith. CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, and retirement plan consulting to individuals and institutions, including high net worth clients and charitable organizations. The firm operates a wrap-fee program utilizing mutual funds, ETFs, equities, and fixed income, and applies both fundamental and technical analysis with a range of strategies.