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.

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.

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 one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TritonPoint, he worked at First Command Insurance Services and First Command Advisory Services. Edmunds serves as Treasurer for the Rotary Club of Fairfax, where he manages financial activities and prepares financial reports. TritonPoint Wealth, LLC provides financial planning, discretionary investment and wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm emphasizes long-term asset allocation based on modern portfolio theory, utilizing model portfolios, independent managers, and a combination of fundamental and quantitative security selection.

Matthew Hutchison is a financial advisor at Abich Financial Wealth Management, LLC, holding a Series 65 designation. He has been with the firm since 2023 and previously worked at Carmax and Tractor Supply Company. Hutchison has no prior industry experience before joining Abich Financial. Abich Financial Wealth Management is an SEC-registered, five-advisor team providing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment process combining fundamental, technical, cyclical, and charting analysis, and offers discretionary and non-discretionary portfolio management alongside third-party manager access and educational workshops.

Barbara Frank is a financial advisor at Chesapeake Investment Management LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Chesapeake since 2010. Outside of her advisory role, she is the proprietor of Mount Zion Farm LLC, a business involved in farming and grazing materials activities. Chesapeake Investment Management provides fee-based, discretionary asset management and consulting services primarily for high-net-worth individuals, trusts, foundations, nonprofit organizations, corporations, and retirement plans. The firm focuses on individualized portfolios emphasizing equities and fixed income, using a combination of fundamental, technical, cyclical, and quantitative analysis.

Arian Vojdani is a financial advisor at Mv Capital Management, Inc. with 12 years of industry experience. He holds the Series 65 designation and has been with Mv Capital Management since 2012. Mv Capital Management, Inc. serves individual and high-net-worth clients as well as institutional entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting, with an investment process focused on customized asset allocation, security selection, and periodic monitoring by an Investment Committee and in-house research.

Jonathan Browning is a financial advisor with Acorn Financial Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Acorn since 2017 and has prior experience at VOYA Financial Advisors, Inc. and Great Point Capital, LLC. Acorn Financial Advisory Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $1.4 billion in assets. The firm offers personalized financial planning and portfolio management to a diverse client base, utilizing globally diversified portfolios and a variety of investment strategies, including subadvisory services and tactical tools.

Scott Beck is a financial advisor with Chesapeake Investment Management LLC in McLean, VA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Chesapeake Investment Management since 2002. In addition to his advisory role, Beck serves as a principal at Washington Financial Planners, LLC, a financial planning company separate from his investment advisory work. Chesapeake Investment Management provides fee-based asset management and consulting services primarily to high-net-worth individuals, trusts, foundations, and institutional clients. The firm emphasizes individualized, discretionary portfolio management focused on individual equity and fixed-income securities, with a client onboarding process that includes in-depth interviews and ongoing portfolio review.

Paul Harney is a financial advisor with CJM Wealth Advisers, Ltd. in Falls Church, VA. He holds the Series 66 designation and has 11 years of industry experience. His prior experience includes roles at Kaplan Financial Group, LLC and Mason Investment Advisory Services. CJM Wealth Advisers, Ltd. provides discretionary and non-discretionary investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients. The firm offers a wrap-fee investment program using a range of securities and applies both fundamental and technical analysis, with policies on AI tool use and client authorization for cryptocurrency transactions.

Robert Reardon is a financial advisor at Hendershot Investments, Inc. with four years of industry experience. He holds a Series 65 designation and has been with Hendershot Investments since 2020. Prior to his advisory role, he spent four years at Pennsylvania State University. Hendershot Investments provides fee-only, discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a fundamental, long-term investment approach emphasizing high-quality companies, intrinsic-value analysis, and conservative fixed-income laddering, supported by AI and machine-learning tools, and maintains regular investor communications.

Daniel Trosch is a CFA® charterholder with 25 years of industry experience. He is currently with West Financial Services, Inc., where he has worked since 2018, including prior experience at Untied Brokerage Services from 2016 to 2018. West Financial Services, Inc. is a fee-only investment adviser managing approximately $2.8 billion for individual, retirement plan, charitable, and corporate clients. The firm employs a diversified, client-specific asset allocation strategy with a focus on long-term investment, utilizing a core-and-satellite equity approach alongside laddered fixed-income allocations and tactical adjustments informed by quantitative and qualitative research.

Lindsay Shetterly is a financial advisor at Glassman Wealth Services, LLC with 21 years of industry experience. She holds the Series 65 designation and has been with Glassman Wealth Services since 2014. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a portfolio approach tailored to client objectives, utilizing mutual funds, ETFs, independent managers, and private investment funds, and incorporates cash management and planning tools into its services.

Nicole Davis is a financial advisor with Northwest Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Northwest Financial Advisors LLC, Northwest Financial Group LLC, and LPL Financial for over a decade in various roles. 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 investment approach, tailoring portfolios based on client time horizons, risk tolerance, and objectives, while utilizing LPL Financial custodial programs and an Outsourced Chief Investment Officer program to support portfolio oversight and manager due diligence.