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 at Evermay Wealth Management, LLC with 15 years of industry experience. He previously worked at Advisors Financial, Inc. for 16 years and Kirk Capital Advisors, LLC for one year before joining Evermay. Evermay Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm uses a team-centric approach to provide discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, tailoring recommendations to clients’ goals, risk tolerance, and liquidity needs.

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.

Tyler Steigerwald is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors, holding a Series 65 credential and has been in the industry since 2023. Prior to joining SGK Wealth Advisors, he worked in local government and education roles. Steigerwald, Gordon & Koch provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diversified investment approach with ongoing monitoring and incorporates client-directed ESG considerations, offering both long- and short-term strategies.

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.

Hal Greer III is a financial advisor with Wellington Consulting Services Inc in Chantilly, VA, holding Series 63 and Series 65 registrations and having 25 years of industry experience. He has been with Wellington Consulting Services since 2004 and is also involved with Home Buyer Connection. In addition to his advisory role, Greer spends significant time acting as a retirement plan record keeper for Everington Consulting, Inc. Wellington Consulting Services provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, plan participants, and company-sponsored retirement plans. The firm emphasizes low-cost implementation through diversified model portfolios using no-load mutual funds, index funds, and ETFs, and serves a large client base with a platform- and participant-oriented approach.

Matthew Hutchison is a financial advisor at Abich Financial Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Abich Financial Wealth Management, he worked at Carmax and Tractor Supply Company and studied at James Madison University. Abich Financial Wealth Management is a multi-advisor team serving individual and high-net-worth clients with portfolio management and financial planning. The firm employs a blended investment approach that integrates fundamental, technical, cyclical, and charting analyses, utilizing third-party resources and maintaining regular account monitoring and tax-conscious rebalancing.

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.

Joseph Scanlan is a financial advisor at Toth Financial Advisory Corp with a Series 65 designation and over a decade of experience in the industry. He previously worked at Lowers Risk Group for ten years and operated Scanlan Consulting for one year before joining his current firm. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, and also manages a private pooled investment vehicle. The firm employs a fundamental, buy-and-hold investment approach combined with the use of leverage and macroeconomic asset allocation adjustments, catering to sophisticated investors.

Kenneth Bowen is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with Toth Financial Advisory Corp since 2013. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, as well as investors through a private pooled vehicle. The firm manages approximately $1 billion in assets and employs a fundamental, buy-and-hold investment approach combined with leveraged instruments and macroeconomic adjustments, catering to sophisticated investors.