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.

Alan Harter is a financial advisor at Pactolus with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Pactolus Private Wealth Management since 2011 and Pactolus Securities since 2014. Harter serves as the managing member of several special purpose vehicle entities that are investment vehicles for Pactolus clients. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business entities. The firm offers individualized investment advisory, portfolio management, financial and estate planning, tax-aware investment advice, and additional services including real estate consulting and structured loan diligence.

Fatima Iqbal is a CFP® and Series 65-registered financial advisor with 17 years of industry experience. She has been with Azzad Asset Management, Inc. since 2008. 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 focuses on socially responsible Islamic investing using proprietary screening tools and manages approximately $1.82 billion in discretionary assets.

Wesley Kabance is a financial advisor at Toth Financial Advisory Corp in Leesburg, VA, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Toth Financial since 2019, following a 28-year tenure at American Century Investment Services Inc. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, trusts, and retirement plans, managing approximately $1 billion in client assets. The firm employs a fundamental, buy-and-hold investment approach combined with tactical use of margin, leveraged ETFs, and options, and operates a private pooled investment vehicle with performance-based compensation.

Kishore Shah is a financial advisor with Lynx Investment Advisory, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 43 years of industry experience. His prior roles include positions at The Patriot Financial Group, Verus Capital Partners, Indus Financial Group, and Securities America, Inc. Outside of advisory work, he is involved in insurance sales. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, policy development, manager research, and portfolio monitoring. The firm specializes in customized client allocations implemented primarily through third-party managers selected via detailed due diligence and offers both discretionary and non-discretionary portfolio management.

Ayman Khalil is a financial advisor at Azzad Asset Management, Inc. in Falls Church, VA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Azzad Asset Management since 2005. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, registered mutual funds, trusts, small businesses, and other institutions. The firm specializes in socially responsible Islamic investing, using proprietary screening tools to exclude certain industries, and manages approximately $1.82 billion in discretionary assets.

Eric Randolph is a CFP® professional with 25 years of industry experience. He has worked at Steigerwald, Gordon & Koch - Wealth Advisors since 2022 and previously spent 19 years at Hopwood Financial Services, Inc. He holds Series 63 and Series 65 licenses. 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 across equities, fixed income, mutual funds, and ETFs, tailoring allocations to client objectives and employing both long- and short-term strategies.

David Quinn is a CFP® with eight years of industry experience, currently serving as the sole advisor at Pine Harbor Wealth Management LLC in Fairfax, VA. He has held roles at several financial firms including Dimensional Fund Advisors and United Income, Inc. Outside of his advisory work, Quinn is the CEO of AdviceCloud Financial Technology, Inc., a software provider. Pine Harbor Wealth Management provides discretionary portfolio management and financial planning to individual and corporate clients, emphasizing tailored portfolio construction through fundamental analysis, modern portfolio theory, and long-term strategies. The firm manages approximately $444.8 million in assets under management and integrates ESG considerations within its investment approach.

Pedrom Sadeghi is a CFP® and Series 65-registered advisor with Hopwood Financial Services, Inc. He has four years of industry experience, including roles at Hopwood Financial Services and S. Mostafa Sadeghi, CPA. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management alongside financial planning and retirement plan consulting. The firm uses an Investment Committee to oversee a diverse portfolio approach with multi-year holding horizons and maintains a team-based structure with six advisors managing approximately $666.6 million.

James Patterson is a CFP® with 19 years of industry experience currently serving at KFA Private Wealth Group, LLC. He has worked at Arete Wealth Management and Spire Securities, LLC prior to his current role. In addition to his advisory work, he holds a license as an insurance agent. KFA Private Wealth Group advises individuals, trusts, estates, retirement plans, and business entities, providing financial planning, retirement consulting, investment management, and in-house tax and accounting services. The firm employs goal-based strategic asset allocation with broad diversification, combining passive and active management, and operates a wrap fee program to reduce transaction costs for clients.

Victoria Henry is a CFP® with 13 years of industry experience and holds the Series 66 designation. She has been with West Financial Services, Inc. since 2016, where she currently serves as part of a 22-advisor team. West Financial Services, Inc. is a fee-only, SEC-registered investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm employs a client-specific, diversified investment approach with a core-and-satellite equity strategy, laddered fixed-income allocations, and tactical adjustments based on quantitative and qualitative research.

Daniel Cooper is an associate advisor at Brighter Financial Capital Management, LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Madison Avenue Securities and Kalos Capital, Inc. He is also involved with Clark & Associates, Inc. Financial Solutions, where he serves as an insurance agent and paraplanner. Brighter Financial Capital Management provides investment and financial planning services to individuals, high-net-worth clients, corporations, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management as well as specialized plan advisory and multi-tiered financial planning. The firm frequently implements client programs under discretionary authority and utilizes sub-advisors while maintaining ongoing client relationships and periodic reviews.

Samantha Buchanan is a financial advisor at Allegiance Financial Group with a Series 65 designation and one year of industry experience. Prior to her current role, she held positions at Compass Wealth Management and Bloomin' Brands, among others. Allegiance Financial Group Advisory Services LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. The firm’s investment approach focuses on strategic asset allocation grounded in Modern Portfolio Theory, with client accounts typically monitored quarterly.

Andrew Yashin is a CFA® charterholder with 10 years of industry experience. He has been with Signet Financial Management, LLC since 2014. The firm provides wealth management, discretionary portfolio management, financial planning, retirement-plan advisory, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. Signet manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary investment process that combines fundamental and quantitative analysis to construct diversified portfolios.

Tanya Carson is a Series 65-licensed financial advisor with West Financial Services, Inc. in McLean, VA, bringing nine years of industry experience. She has spent her entire professional career at West Financial Services, working in various roles since 2016. West Financial Services, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary and non-discretionary investment management, financial planning, consulting, and retirement plan services. The firm serves individuals, retirement and profit sharing plans, charitable organizations, and corporations, managing approximately $2.8 billion with an investment approach focused on diversified, client-specific asset allocation and a core-and-satellite equity strategy.

Michael Wakeham is a financial advisor at Acorn Financial Advisory Services, Inc. He holds a Series 65 designation and has worked in the financial industry since 2015, including positions at Bloomsbury Wealth and Caroline Banks & Associates Ltd. He is currently based in Reston, VA. Acorn Financial Advisory Services provides personalized financial planning and investment management to individuals, families, trusts, charitable organizations, and small businesses. The firm manages approximately $1.23 billion across about 2,300 to 2,400 clients, offering both custom and model-based portfolios with discretionary and non-discretionary management.

Wesley Reed is a financial advisor at Chesapeake Investment Management LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Hanover Company and Florida Financial Advisors. Prior to his financial career, he spent five years working at Wintergreen Ski Resort and four years with the YMCA. Chesapeake Investment Management provides fee-based, discretionary asset management and consulting services to high-net-worth individuals, trusts, foundations, nonprofit and charitable organizations, corporations, and retirement plans. The firm focuses on customized investment strategies using primarily individual equities and fixed income, employing a combination of fundamental, technical, cyclical, and quantitative analysis.

David O’Neill is a CFP® professional with eight years of industry experience, currently serving as an advisor at Heritage Financial LLC since 2018. He previously worked at Spire Investment Partners LLC for one year. Outside of his advisory role, he is the sole member of a private residence management entity in Gainesville, VA, focused on personal investment activities. Heritage Financial LLC advises individuals, families, trusts, charitable organizations, small businesses, and corporations, managing approximately $408 million in assets for about 350 clients. The firm employs a LifeMap Discovery process to establish client goals and uses individualized core-and-satellite portfolio allocations, often incorporating third-party model portfolios.

Anthony Logiudice is a financial advisor at AtCap Partners, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at National Securities Corp and Ceros Financial Services, Inc. Outside of advising, he is the owner of A+D All Day LLC, an auto transport startup that is not currently operating. AtCap Partners provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a mix of proprietary strategies, sub-advisors, and outside managers, incorporating both fundamental and technical analysis, including market-timing techniques.

Blake Fellows is a financial advisor with Wealthcare Capital Partners, LLC, holding a Series 66 license and bringing 25 years of industry experience. He has worked at multiple firms including LPL Financial and Coastal Equities, Inc., and has maintained his own advisory practice under Fellows Financial Group since 2015. Outside of advisory work, he serves as president of Fellows Risk Solutions, an agency specializing in life, health, disability, and long-term care insurance. Wealthcare Capital Partners, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $407 million in assets and utilizes a goals-based, evidence-based investment process integrating behavioral economics and quantitative metrics.