Donald Gresh III is a CFP® with 10 years of experience in the financial services industry. He has been with Glassman Wealth Services, LLC since 2022 and previously worked at Family Office Research, LLC for seven years. Glassman Wealth Services, LLC 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 employs a range of investment vehicles including mutual funds, ETFs, independent managers, and private funds, with a focus on aligning portfolios to clients’ objectives and incorporating non-managed assets into their reporting and advice.

Alejandro Murguia is a financial advisor at McLean Asset Management Corp. with 22 years of industry experience. He holds a Series 65 designation and has worked at McLean Asset Management since 2005. Mr. Murguia is also the CEO and owner of RISA, LLC, a product designed to assist investment advisors with retirement income planning, which he promotes through podcasts, webinars, and community engagement. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes globally diversified asset allocation grounded in Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management with options for ESG screening and tax-efficient strategies.

Payton Rembert is a Series 65-licensed financial advisor with Rembert Pendleton Jackson, where he has worked for one year. His prior experience includes roles at Booz Allen Hamilton and Atlas Research, as well as academic work at the University of Richmond. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm uses a Modern Portfolio Theory-based approach to design diversified portfolios, managing both discretionary and non-discretionary assets.

Eleni Milligan is a financial advisor at Hughes Financial Services, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Savant Wealth Management and Aerie, as well as part-time work while attending Salisbury University. Hughes Financial Services is a team-based registered investment adviser with seven advisors managing approximately $760 million for individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside integrated financial planning and an all-inclusive wrap-fee program.

Richard Stolz 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 that, he was employed at Dmi and RMA Laos. 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 and employs a diversified, client-specific asset allocation approach with a long-term focus through a core-and-satellite equity strategy and laddered fixed-income allocations.

Giancarlo Dalimonte is a financial advisor with Capitol Private Wealth Group LLC in Vienna, VA, holding Series 65 and Series 66 credentials and 26 years of industry experience. He has worked at Capitol Private Wealth Group since 2016 and also leads Dalimonte and Associates. Outside of his advisory work, he manages a rental property jointly owned with his wife. Capitol Private Wealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies, including the use of structured products and derivatives, and integrates tax and accounting services through several of its advisers.

Nathan Levin is a financial advisor at Northwest Financial Advisors LLC with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at LPL Financial LLC, Northwest Federal Credit Union, the United States Senate Office of Senator Cynthia Lummis, Amazon, and Berkadia. 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 as well as an Outsourced Chief Investment Officer program to support portfolio management and optimization.

Kelly Ryan is a financial advisor at OLIO Financial Planning with a Series 65 designation and four years of industry experience. Prior to joining OLIO, Ryan worked at Egan, Berger, & Weiner, LLC and has held roles related to event services and administrative support at Virginia Tech. OLIO Financial Planning serves individual clients across a range of wealth levels, as well as retirement plans, charitable organizations, and corporations, managing approximately $600 million. The firm offers comprehensive financial planning and investment consultation using a buy-and-hold, core-and-satellite approach, and employs a fee structure based on project, fixed, hourly, or recurring fees rather than traditional asset-based fees.

Justin Dobak is a financial advisor at Abich Financial Wealth Management, LLC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Northwestern Mutual and Dominion Financial Consultants, as well as an eight-year period at Richard Allen Clothing. Abich Financial Wealth Management is a five-advisor team that provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment approach incorporating fundamental, technical, and cyclical analysis, and offers client education through monthly retirement workshops.

Mark Herman is a financial advisor at Acorn Financial Advisory Services, Inc. in Reston, VA, with nine years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including Mutual Advisors/DCH Wealth, Platinum Wealth Partners/DCH Wealth, Knight Equity Markets, and Direct Trading Institutional. He is a partner in a personal closed investment partnership alongside two other licensed representatives. Acorn Financial Advisory Services, Inc. is a fee-only, SEC-registered investment adviser managing approximately $1.4 billion across various account types. The firm serves individuals, families, and institutional clients with globally diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, and offers specialized model strategies as well as subadvisory services.

Abigail Just is a financial advisor at West Financial Services, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at West Financial Services since 2015. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific investment approach with a long-term focus, utilizing core-and-satellite equity strategies and laddered fixed-income allocations.

John Forbrich is a CFP® professional with 23 years of industry experience, currently advising at Acorn Financial Advisory Services, Inc. He has previously worked with Voya Financial Advisors and The Washington Financial Services Group, Inc. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance products. Acorn Financial Advisory Services, Inc. is a fee-only, SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and small businesses. The firm manages approximately $1.4 billion in assets and offers diversified portfolios with a range of investment strategies, including third-party managers and tactical tools.

Neetu Kohli is a financial advisor with Northwest Financial Advisors LLC, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. Her prior career includes roles at PNC Bank and PNC Investments, Wells Fargo Clearing, Charles Schwab, and United Brokerage Services. She is also an author of children's reading books. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven investment approach with customizable portfolios implemented through LPL Financial programs.

Jacob Gurock is a CFP® and Series 66-licensed advisor with seven years of industry experience. He is currently with Centurion Wealth Management and has previously worked at Cerity Partners, AWM Capital, and The Vanguard Group. Jacob serves on the Texas Tech Personal Financial Planning Alumni Board and the Texas Tech Center for Collegiate Recovery Communities Advisory Board, and he is a National Ambassador for Shatterproof, a nonprofit focused on addiction recovery. Centurion Wealth Management advises high-net-worth individuals, retirement plans, and corporate entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes diversified, asset-allocation portfolio construction overseen by an investment committee and provides private investment opportunities to eligible clients.

Luke Griffin is a financial advisor at D'Orazio Wealth Advisors in Vienna, VA, holding a Series 65 credential. He joined the firm in 2026 and has professional experience from prior roles in diverse fields including veterinary services and education. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm follows a long-term, globally diversified investment approach using fundamental and quantitative analysis, managing portfolios with mutual funds, ETFs, individual equities, bonds, and separately managed account programs.

Nirvan Khaksarfard is a financial advisor at Alpha Financial Advisors, LLC with two years of industry experience. He holds the Series 65 designation and has been with Alpha Financial Advisors since 2022. Prior to his advisory role, he was a student for ten years. Alpha Financial Advisors serves individual and high-net-worth clients, as well as a single pension/profit-sharing plan, typically working with households meeting a $500,000 investable assets guideline. The firm offers comprehensive financial planning and investment management using a combination of modern portfolio theory and various analytical techniques, focusing on customized, long-term strategies with an emphasis on cost and tax efficiency.

Mariame Pierce is a CFP® professional with two years of experience currently working at The Advisory Group of San Francisco, LLC. She previously worked at The Table Financial Planning and Worth Winning, and she owns Lovemariame, a business providing guidance sessions. The Advisory Group of San Francisco, LLC is a fee-only advisory firm serving individuals, foundations, endowments, and retirement plans with a six-advisor team managing approximately $809.9 million. The firm employs a blend of modern portfolio theory and fundamental and quantitative analysis, offering discretionary investment management and integrated financial planning across multiple offices.

Athena Chang is a CFP® and Series 65-licensed financial advisor with 21 years of industry experience. She has been with McLean Asset Management Corporation since 2001. McLean Asset Management Corporation offers discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse clientele, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory, utilizes no-load mutual funds and ETFs, and provides specialized strategies such as tax-managed equity and ESG screening models.

Brittany Heath is a financial advisor at Brown | Miller Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Navy Federal Title Services and PNC Bank. Brown Miller Wealth Management is a fee-only registered investment adviser managing approximately $991 million for individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations and provides both discretionary portfolio management and consulting services through an 11-advisor team.

Charles Rembert is a CFP® professional with 24 years of industry experience, currently serving at Rembert Pendleton Jackson where he has worked since 1995. He holds Series 63 and Series 65 licenses and contributes as a Corporate Advisor to Trimetrix Inc., supporting executive management in business operations. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to a range of individual and institutional clients. The firm employs a Modern Portfolio Theory-based approach to portfolio design and serves both high-net-worth individuals and institutional investors.