Lisa Schaefer is a financial advisor at KFA Private Wealth Group, LLC with two years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, and Minnesota Life Insurance Co. Outside of her advisory role, she delivers financial literacy education presentations to government employees as an independent contractor. KFA Private Wealth Group advises individuals, trusts, estates, employer retirement plans, and business entities, offering financial planning, retirement plan consulting, and investment management alongside in-house tax preparation and accounting services. The firm uses goal-based strategic asset allocation and combines passive and active management with an emphasis on manager selection and low-cost share classes.

Matthew Mc Nally is a financial advisor with Glassman Wealth Services, LLC, holding a Series 65 designation. He has one year of industry experience, including prior work at WealthCrossing and several years in education before entering the financial services industry. Glassman Wealth Services serves individuals, pension and profit-sharing plans, and charitable organizations with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes mutual funds, ETFs, independent managers, and private investment funds, with an emphasis on client authorization for cryptocurrency transactions and formal AI governance in advisory practices.

David Miller is a CFP® professional with 24 years of industry experience. He is currently part of Brown | Miller Wealth Management, LLC in McLean, VA, where he has worked since 2020, following 12 years at Wells Fargo Clearing. Brown | Miller Wealth Management is a fee-only registered investment adviser serving 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.

Alan Harter is a financial advisor at Pactolus with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Pactolus Private Wealth Management since 2011 and Pactolus Securities since 2014. Harter serves as the managing member of several special purpose vehicle entities that are investment vehicles for Pactolus clients. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business entities. The firm offers individualized investment advisory, portfolio management, financial and estate planning, tax-aware investment advice, and additional services including real estate consulting and structured loan diligence.

Emily Harper is a CFP® professional with 13 years of industry experience. She has worked at Monument Wealth Management since 2017, following prior roles at LPL Financial and T Rowe Price Investment Services. Harper holds the Series 66 license. Monument Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $648 million with a team of nine advisors, offering discretionary asset management and a variety of investment strategies that combine ETFs, mutual funds, individual equities, and private investment funds for qualified clients.

John Dame is a financial advisor at Rothschild Capital Partners with a Series 65 credential and two years of industry experience. Before joining Rothschild Capital Partners in 2023, he worked at Feldman Jackson PC for five years and has experience at Montgomery County Circuit Court and Georgetown University Law Center. Rothschild Capital Partners provides discretionary portfolio management and wealth planning services to individual and high-net-worth investors, trusts, estates, charitable organizations, and institutional clients. The firm employs a combination of top-down macro analysis and fundamental bottom-up security evaluation, utilizing strategies that include long and short equity positions, options trading, and leveraged ETFs.

Tariq Khan is a financial advisor at WealthCare Financial Group, Inc. in Bethesda, MD, with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Hisaab Capital, LLC, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. since beginning his career in 2015. WealthCare Financial Group, Inc. is a state-registered wealth management firm serving individuals, business owners, and retirement plan sponsors. The firm employs a structured investing philosophy focused on diversified asset allocation and long-term strategies, managing approximately $28.2 million for around 130 clients through a six-advisor team.

Fatima Iqbal is a CFP® and Series 65-registered financial advisor with 17 years of industry experience. She has been with Azzad Asset Management, Inc. since 2008. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, trusts, small businesses, and other institutions. The firm focuses on socially responsible Islamic investing using proprietary screening tools and manages approximately $1.82 billion in discretionary assets.

Kishore Shah is a financial advisor with Lynx Investment Advisory, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 43 years of industry experience. His prior roles include positions at The Patriot Financial Group, Verus Capital Partners, Indus Financial Group, and Securities America, Inc. Outside of advisory work, he is involved in insurance sales. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, policy development, manager research, and portfolio monitoring. The firm specializes in customized client allocations implemented primarily through third-party managers selected via detailed due diligence and offers both discretionary and non-discretionary portfolio management.

Ryan Ferrell is a financial advisor with TritonPoint Wealth, LLC and holds a Series 66 designation. He has eight years of industry experience, including roles at The Leaders Group, United Capital Financial Advisers LLC, and Wells Fargo Clearing. Prior to his advisory career, he operated Ferrell Lawn Care, LLC for ten years. 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’s investment approach emphasizes long-term asset allocation with a combination of public equities, fixed income, and private-market alternative investments, utilizing both fundamental and quantitative analysis alongside model and core-satellite strategies.

Elizabeth Schleifer is a CFP® with eight years of industry experience, currently serving as an advisor at Armstrong, Fleming & Moore, Inc. She has been with the firm since 2016 and is also affiliated with Commonwealth Financial Network. Outside of her advisory work, she was involved with Cava Mezze for over a decade. Armstrong, Fleming & Moore provides portfolio management, financial planning, and retirement plan consulting primarily to high-net-worth individuals and qualified retirement plans. The firm’s investment approach focuses on tailored allocations and fundamental analysis, with services often delivered through partnerships with Commonwealth Financial Network.

Ayman Khalil is a financial advisor at Azzad Asset Management, Inc. in Falls Church, VA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Azzad Asset Management since 2005. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, registered mutual funds, trusts, small businesses, and other institutions. The firm specializes in socially responsible Islamic investing, using proprietary screening tools to exclude certain industries, and manages approximately $1.82 billion in discretionary assets.

Matthew Krouse is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Opal Wealth Advisors, LLC since 2021. Prior to joining Opal, he worked at Edward Jones for 19 years. He is a board member of the Rotary Club of Pleasantville and participates in the leadership of Man On Fire, a support group focused on personal growth. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment process using proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.

Daniel Healey is a financial advisor with Folger Nolan Fleming Douglas Incorporated in Washington, DC. He holds Series 63 and Series 65 designations and has 35 years of industry experience, including over three decades with his current firm. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, focusing on portfolio review, investment recommendations, and coordination with the client’s other professionals. The firm combines broker-dealer operations with a limited advisory business and emphasizes tailored investment strategies implemented on an account-by-account basis.

David Quinn is a CFP® with eight years of industry experience, currently serving as the sole advisor at Pine Harbor Wealth Management LLC in Fairfax, VA. He has held roles at several financial firms including Dimensional Fund Advisors and United Income, Inc. Outside of his advisory work, Quinn is the CEO of AdviceCloud Financial Technology, Inc., a software provider. Pine Harbor Wealth Management provides discretionary portfolio management and financial planning to individual and corporate clients, emphasizing tailored portfolio construction through fundamental analysis, modern portfolio theory, and long-term strategies. The firm manages approximately $444.8 million in assets under management and integrates ESG considerations within its investment approach.

Ariel Weisbard is a CFP® and Series 65-registered advisor with eight years of industry experience. He has worked at Values Added Financial since 2017 and maintains a law practice specializing in estate planning, nonprofit, and employment law. He also writes investment and financial articles on a freelance basis. 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, combining ongoing portfolio supervision with flexible engagement options including project-based work and educational presentations.

James Patterson is a CFP® with 19 years of industry experience currently serving at KFA Private Wealth Group, LLC. He has worked at Arete Wealth Management and Spire Securities, LLC prior to his current role. In addition to his advisory work, he holds a license as an insurance agent. KFA Private Wealth Group advises individuals, trusts, estates, retirement plans, and business entities, providing financial planning, retirement consulting, investment management, and in-house tax and accounting services. The firm employs goal-based strategic asset allocation with broad diversification, combining passive and active management, and operates a wrap fee program to reduce transaction costs for clients.

Victoria Henry is a CFP® with 13 years of industry experience and holds the Series 66 designation. She has been with West Financial Services, Inc. since 2016, where she currently serves as part of a 22-advisor team. West Financial Services, Inc. is a fee-only, SEC-registered investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm employs a client-specific, diversified investment approach with a core-and-satellite equity strategy, laddered fixed-income allocations, and tactical adjustments based on quantitative and qualitative research.

Samantha Buchanan is a financial advisor at Allegiance Financial Group with a Series 65 designation and one year of industry experience. Prior to her current role, she held positions at Compass Wealth Management and Bloomin' Brands, among others. Allegiance Financial Group Advisory Services LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. The firm’s investment approach focuses on strategic asset allocation grounded in Modern Portfolio Theory, with client accounts typically monitored quarterly.

Matthew Elmore is a financial advisor at Sargent Investment Group with 17 years of industry experience. He holds a Series 66 designation and has previously worked at T.M. Wealth Management and Ameriprise Financial Services. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profit organizations, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to develop customized portfolios and uses third-party managers and technology to monitor risk and performance, also serving as an investment manager to private funds for accredited investors.