Jacob Kaufmann is a Series 65-credentialed advisor at Astra Prime Wealth Management with one year of industry experience. Prior to joining Astra Prime, he worked with Fairfax County Public Schools and has a background that includes operating Shield Squad Automotive LLC. He attended George Mason University from 2021 to 2025. Astra Prime Wealth Management provides fee-based, custom investment management primarily for high-net-worth individuals, trusts, estates, charitable organizations, and business clients. The firm employs a tactical asset-allocation strategy using fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary portfolio management, incorporating advanced trading techniques and performance-based fee arrangements for qualified clients.

Sebastian Florero is a CFP® and Series 65-registered financial advisor at D'Orazio Wealth Advisors with one year of industry experience. He previously worked at VLP Financial Advisors and has a diverse background that includes roles outside finance, such as working at Five Guys and teaching at Annadale High School. D'Orazio Wealth Advisors offers 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.

Andrew Leonard is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Geometric Wealth Advisors, LLC since 2014. He holds a Series 65 license and is based in Washington, DC. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, offering discretionary investment management, comprehensive financial planning, and integrated tax and estate planning support. The firm emphasizes long-term investing with diversified, “passive, but not-indexed” mutual funds and ETFs, supported by a multi-office platform and coordinated tax professional services.

Theron Weimer is a financial advisor with KFA Private Wealth Group, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at KFA since 2015 and was previously with Arete Wealth Management LLC from 2018 to 2023 and Spire Securities LLC from 2015 to 2017. KFA Private Wealth Group serves individuals, trusts, estates, employer retirement plans, and business entities, providing financial planning, retirement plan consulting, investment management, and integrated tax and accounting services. The firm employs a goal-based strategic asset allocation approach, combining passive and active management with an emphasis on manager selection and low-cost share classes.

Matthew Hunt is a financial advisor with Bright Road Wealth Management, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Greystone Management Solutions and HR&A and also directs Hunt Advisory, a real estate consulting firm. Bright Road Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management and standalone financial planning. The firm employs a fundamental analysis approach combined with client-specific profiling and uses long-term trading alongside income-oriented option strategies.

Kacie Fawls is a CFP® professional with five years of experience at Yeske Buie Inc. and prior roles at Global Advisor Group and the Defense Logistics Agency. She has a background that includes both financial advisory and non-financial positions. Yeske Buie Inc. provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations, employing a disciplined investment approach based on Modern Portfolio Theory and manager due diligence. The firm manages over $1 billion with a ten-person advisory team, focusing on clients with substantial investable assets.

Haley Ellis is a CFP® with eight years of experience in financial services and is currently affiliated with Allegiance Financial Group. Her prior positions include roles at The Strategic Financial Alliance and Cooke Capital. She volunteers as secretary for Hoppy Tides Rabbit Rescue, a nonprofit focused on rabbit rescue. Allegiance Financial Group Advisory Services LLC provides investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals and charitable organizations. The firm emphasizes a long-term, strategic asset allocation approach informed by Modern Portfolio Theory and utilizes multiple custodial and third-party platforms.

Kimberly Weihbrecht is a financial advisor at Atwood Financial Planning LLC in Alexandria, VA, holding a Series 65 designation and having six years of industry experience. She has worked at Atwood since 2020 and concurrently serves as an Operations Research Analyst for the U.S. Department of Energy, focusing on energy statistics and data collection related to coal use and international coal trading. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities with comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment strategy, and non-discretionary portfolio management, while also offering unique programs such as concierge services, seminars, and a branded finance app.

Ehijie Sado is a CFP® professional with four years of industry experience, currently serving at Values Added Financial. Prior to joining Values Added Financial, he worked at Ellevest, Advocacy Wealth Management, Ferrer and Associates, Greater Sum, and Glory International Group. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes a client-centered investment process focused on customized asset allocation and diversification, offering flexible engagement options including project-based work and educational presentations.

Nicholas Rath is an Investment Consultant at Fidelity Investments, a position he has held since 2024. He works with wealth accumulators, retirees, business owners, and non-profits to develop financial plans and investment strategies that align with each client's specific goals. Nicholas has been with Fidelity Investments since 2021, serving in multiple roles including Customer Relationship Advocate, Financial Representative, Relationship Manager, and Planning Consultant before becoming an Investment Consultant. This progression reflects his experience in client relationship management and financial planning within the firm.

Marc Wehmeyer is a CFP® with 12 years of industry experience, currently serving at Praetorian Guard, a division of Praetorian Wealth Management, Inc., since 2013. He is based in Arlington, VA, and holds a Series 65 license. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages approximately $598.7 million across a diverse client base, applying fundamental and cyclical analysis to equities, fixed income, and cash while integrating ongoing financial planning and asset-allocation oversight.

Brendan Lyons is a financial advisor at West Financial Services, Inc. with one year of industry experience. He holds the Series 65 designation and has worked at several firms, including Cambridge Associates and Carradice Wealth Advisors. West Financial Services, Inc. is a fee-only investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm uses a diversified, client-specific approach with a core-and-satellite equity strategy and laddered fixed-income allocations, managing portfolios primarily on a discretionary basis.

Anthony Jones is a CFP® with three years of industry experience who serves as an advisor at CJM Wealth Advisers, Ltd. The firm has been operating since 1998 and employs a team of 12 advisors. CJM Wealth Advisers provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individual and institutional clients. The firm employs a multi-office structure and manages portfolios through its own wrap-fee platform, utilizing a range of investment strategies across mutual funds, ETFs, equities, and fixed income.

Theadora Westlake Stearns is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Values Added Financial, where she has worked since 2025. Prior to this, she was with Northwest Asset Management and Purshe Kaplan Sterling Investments. Outside of advising, she has experience working at Cowen Park Grocery and McDaniel College. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes customized asset allocation and diversification aligned with client goals and offers flexible engagement formats including project-based and single-session consultations.

Michael Opalski is a financial advisor at Capital Investment Advisors with six years of industry experience and holds the Series 66 designation. Prior to joining Capital Investment Advisors, he was involved with City Bonfires LLC, Egg'n LLC, and Back Home Products for five years. Capital Investment Advisors serves individuals, high-net-worth clients, trusts, foundations, and retirement plans by providing financial consultation, customized financial plans, and asset management services. The firm employs a multi-stage planning process and integrates ongoing education and workshops, offering both discretionary portfolio management and access to third-party multi-manager programs.

Christopher Hill is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 24 years of industry experience. He holds a Series 66 designation and previously worked at Heritage Investors Management Corporation, Cherry Bekaert Wealth Management, LLC, and Capital One Investing LLC. Hill also serves as Chief Compliance Officer at Folger Nolan Fleming Douglas Capital Management Inc., focusing on regulatory matters. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services exclusively to a single ultra-high-net-worth family client, tailoring strategies that include equities, fixed income, mutual funds, and ETFs while coordinating with other advisors on estate and cash-flow issues.

Brian Horan is a financial advisor at West Financial Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at West Financial Services since 2017, as well as at PNC Investments and PNC Bank. Outside of advising, he is president of DELICO Homes, an S Corporation formed to hold real estate investments. West Financial Services, Inc. is a 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 strategy with a long-term perspective and offers discretionary portfolio management and comprehensive financial planning.

Dwayne Jackson is a financial advisor at Rembert Pendleton Jackson with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rembert Pendleton Jackson and its predecessor firm since 2001. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a client-specific, Modern Portfolio Theory-based approach and manages assets across various account types, offering both discretionary and non-discretionary programs.

James Emanuelson is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Avenir Corporation, where he has worked since 2021. His prior experience includes roles at Bank of America, Merrill, Davidson Park Capital, and Houlihan Lokey Capital. Avenir Corporation provides discretionary investment management to individuals, trusts, foundations, pension and profit-sharing plans, and private funds. The firm follows a bottom-up, core value investment strategy focused on capital preservation, real returns, and a margin of safety, managing concentrated portfolios that often include convertibles and distressed debt.

Hugh Quinn is a CFP® with two years of industry experience, currently serving as an advisor at Brown | Miller Wealth Management, LLC. His prior experience includes roles at Cerity Partners LLC, McAdam LLC, and Northwestern Mutual. Brown | Miller Wealth Management is a fee-only registered investment adviser managing nearly $1 billion for individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations using a combination of active and passive strategies and provides both discretionary portfolio management and consulting services.