Tyler Morris is a financial advisor at Rembert Pendleton Jackson with a Series 65 designation and one year of industry experience. Prior to joining RPJ, he worked at Clarendon Wealth Management and has experience with Virginia Polytechnic Institute and State University and Brambleton Bettas. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a Modern Portfolio Theory-based approach and manages both discretionary and non-discretionary assets.

Michael Elliott is a CFA® charterholder with two years of experience in the financial industry. He currently works at Harbour Capital Advisors, LLC, where he has been since 2024. Prior to this, he held roles at CFRA Research, Avascent, Raymond James & Co., and Marriott & Co Investment Banking. Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, managing approximately $701 million for around 55 clients. The firm uses customized investment policy statements, mean-variance optimization, and a core-satellite investment approach that includes both liquid public securities and alternative investments, alongside wealth-transfer and family-governance services.

David Trenner is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with D'Orazio & Associates, Inc. since 2012. D’Orazio Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates by providing financial planning, discretionary investment management, and retirement plan consulting. The firm follows a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.

Richard Schaeffer is a CFP®-certified financial advisor with 41 years of industry experience. He is associated with Schaeffer Financial LLC, where he has worked for over two decades, and currently serves as part of a five-advisor team. His prior experience includes roles at Grove Point Investments and LPL Financial. Schaeffer Financial serves individuals and families, including federal employees and foreign nationals holding G‑IV visas, as well as trusts, foundations, and small businesses. The firm provides financial planning and discretionary portfolio management, emphasizing diversified asset allocation tailored to clients’ goals and risk tolerance, and frequently coordinates with outside professionals to implement client plans.

Charles Gibbons is a financial advisor with KFA Private Wealth Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Arete Wealth Management LLC and Ameriprise, among other firms. Outside of advising, he is also an insurance agent with Agency One. KFA Private Wealth Group serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities by providing financial planning, portfolio management, retirement plan consulting, and wealth management. The firm employs goal-based portfolios using strategic asset allocation and a blend of passive and active management, with tax preparation and accounting services offered alongside investment management.

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 Fisher is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has held leadership roles at several affiliated entities, including President and CEO of Northwest Capital Management and Northwest Financial Advisors. Fisher’s background includes work with LPL Financial and multiple Northwest-branded financial service companies. Northwest Financial Advisors LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities by providing customized portfolio management and financial planning. The firm emphasizes a long-term, asset-allocation-driven investment approach and utilizes LPL Financial custodial programs alongside an Outsourced Chief Investment Officer platform for portfolio oversight.

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 at TritonPoint Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with First Command Brokerage Services, Inc. and First Command Advisory Services, Inc. Outside of his advisory role, Edmunds serves as Treasurer of the Rotary Club of Fairfax, where he manages financial activities and budgeting. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a long-term asset allocation strategy combining public equities, fixed income, and private-market alternatives, implementing client strategies through independent managers, model portfolios, and technology platforms.

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.