Patrick Tessier is a financial advisor at AMJ Financial Wealth Management LLC in Leesburg, VA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at United Western Group and Marathon TS. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and legacy management. The firm uses a research-driven investment approach combining macroeconomic, fundamental, and quantitative analysis, and offers educational workshops alongside customized portfolio management.

Narges Zamani is a CFA® charterholder with 11 years of industry experience, currently serving at Pactolus. She has been with Pactolus Capital Partners since 2015 and Pactolus Private Wealth Management since 2014. Zamani holds the Series 63 designation and is based in Vienna, VA. She also serves as an advisory board member for both ACANSA Investment Management OCIO, focusing on endowments and foundations, and the Enquire Knowledge Expert Platform. 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 customized investment advisory and portfolio management, financial and estate planning, and tax-aware investment advice, utilizing a discretionary management approach combined with quantitative and third-party research tools.

Jason Stinner is a CFA® charterholder with over 11 years of industry experience. He has worked at Hopwood Financial Services, Inc. since 2024 and previously spent ten years at Nolan Financial. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management along with financial planning and retirement plan consulting. The firm employs an Investment Committee to oversee client-specific portfolios and manages approximately $666.6 million across six offices with a six-advisor team.

Claudia Bruce is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with McLean Asset Management Corporation, where she has worked since 2023, following prior roles at Yeske Buie and teaching positions at Virginia Tech and other educational institutions. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a multi-advisor team approach and utilizes Modern Portfolio Theory with a focus on broad asset allocation, tax-managed strategies, and ESG screening options.

Anders Lundegard is a CFP® and ChFC® with 22 years of industry experience, currently serving as an advisor at Capitol Private Wealth Group LLC since 2016. He is also a self-employed musician and founder of The Swedish Jazz, a performing group. Lundegard owns a tax preparation service and has a background in managing other small businesses. Capitol Private Wealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including ETFs, individual securities, bonds, and alternative instruments, and distinguishes itself by integrating tax and accounting services alongside the use of structured products and derivatives in client portfolios.

Jeffrey Axt is a financial advisor with The Lewis Financial Group in Ashburn, VA, holding Series 63 and Series 65 registrations and bringing 41 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, Merrill, and Truist Investment Services. He has been with The Lewis Financial Group since 2021. The Lewis Financial Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses a combination of active and passive strategies across various asset classes and employs risk-adjusted, tax-aware asset allocation, routinely monitoring accounts and using third-party platforms to implement client strategies.

Amanda Ansell is a CFP® professional with eight years of industry experience. She has worked at OLIO Financial Planning since 2018 and previously held positions at Verus Financial Partners and Cornerstone Wealth Advisors. OLIO Financial Planning serves individual clients across non-high-net-worth and high-net-worth segments, retirement plans, charitable organizations, and corporations, managing roughly $600 million. The firm offers comprehensive financial planning, investment consultation, and portfolio management using a buy-and-hold, core-and-satellite investment approach with an emphasis on ETFs, mutual funds, and select individual securities.

Ehab Alalfey is a financial advisor at Azzad Asset Management, Inc. with 18 years of industry experience. He holds a Series 66 designation and has a background in real estate since 2012. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, and other entities, with a focus on socially responsible Islamic investing using proprietary screening tools. The firm manages approximately $1.82 billion in discretionary assets through a small advisory team and sponsors the Azzad Ethical Wrap Program as well as affiliated mutual funds.

Luke Addington is a financial advisor at Preston Wealth Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Preston Wealth Advisors provides investment advice and financial planning to individuals, families, and plan fiduciaries, combining active and passive portfolio management with model-driven strategies. The firm also serves as sub-adviser for other advisers and sponsors private pooled investment vehicles.

Jozsef Szadvari III is a financial advisor with Northwest Financial Advisors LLC based in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at PNC Investments and PNC Bank, where he worked for eight years. He is also involved with Northwest Financial Group LLC, a registered broker-dealer affiliated with his firm. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven approach supported by an in-house Portfolio Analyst and Investment Committee.

Megan Clark is an investment adviser representative with Brighter Financial Capital Management, LLC and holds Series 63 and Series 66 credentials. She has 12 years of industry experience and has worked with firms including Madison Avenue Securities and Clark/Barbour Asset Strategy Partners. Clark is also the CEO and owner of Clark & Associates, Inc. Financial Solutions and serves as treasurer for the Fairway Executive Center Condo Board. Brighter Financial Capital Management provides investment and financial planning services to individuals, corporations, and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, plan advisory, and educational seminars, serving a high client load with a multi-tiered planning approach.

Joshua Barbin is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Abich Financial Wealth Management, LLC, a team of five advisors based in Ashburn, VA. His prior experience includes roles at Magellan Federal, The Connemara Group, Ameriprise, LPL Financial, Ameriserv Trust, Edward Jones, Harmony Inc, and West Chester Capital Investors Inc. Joshua is also involved with Tidy Wealth Designs, LLC, an outside business activity he has maintained since 2021. Abich Financial Wealth Management provides ongoing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment approach that incorporates fundamental, technical, cyclical, and charting analysis, with options for discretionary and non-discretionary portfolio management, and emphasizes client education through monthly retirement workshops.

Cheryl Greer is a financial advisor at Wellington Consulting Services Inc with 23 years of industry experience. She has been with Wellington Consulting Services since 2004. She holds Series 63 and Series 65 licenses. 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 no-load mutual funds, index funds, and ETFs, serving a large client base with a platform-oriented approach rather than a small, high-touch private-client practice.

Elizabeth Clark is a financial advisor at Heritage Financial LLC in Gainesville, VA, holding Series 63, Series 65, and Series 66 licenses with 14 years of industry experience. She has worked at Heritage Financial since 2016 and previously held roles at Intelligent Back Office Solutions, LLC, The Strategic Financial Alliance, Inc., and Optifour Integrated Wealth Management, LLC. Outside of advisory work, she is involved with Intelligent Back Office Solutions, a private business focused on simplifying business transitions. Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses, and corporations through a seven-advisor team, managing approximately $408 million in assets. The firm employs a LifeMap Discovery process and individualized core-and-satellite allocations, often utilizing model portfolios from third-party advisers, and maintains a formal due-diligence process for manager selection.

Lindsey Vardi is a financial advisor with Aspect Partners, LLC, holding a Series 66 license and 16 years of industry experience. Her prior roles include positions at Private Client Services, Almanack Investment Partners, Lincoln Financial Advisors Corporation, Wells Fargo Advisors, Osaic FA, Inc., and Wilbanks Securities Advisory. She is also a notary and performs client document notarizations as part of her professional activities. Aspect Partners serves a diverse client base including individuals, trusts, estates, nonprofits, pension plans, and corporations, with a noted focus on insurance company clients. The firm offers asset and portfolio management, financial planning, retirement plan consulting, and third-party manager oversight, using quantitative and technical analysis alongside AI and machine-learning supported providers.

Gordon Daisley IV is a financial advisor at Advisors Financial, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked for Fairfax Water for 17 years. Advisors Financial, Inc. serves individuals, trusts, estates, foundations, endowments, and charitable organizations, managing approximately $321 million in discretionary assets across about 220 clients. The firm provides customized financial planning and portfolio management, employing an in-house investment committee that focuses on multi-year horizons and client-specific considerations.

Matthew Williams is a financial advisor at Activ8 Family Office LLC with a Series 65 designation and one year of industry experience. He previously worked for nine years at OFS Wealth before joining Activ8 Family Office. Activ8 Family Office serves professional athletes and their related families, trusts, estates, retirement vehicles, and businesses. The firm offers a Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services, including advising on private fund investments.

Alejandro Murguia is a financial advisor at McLean Asset Management Corp. with 22 years of industry experience. He holds a Series 65 designation and has worked at McLean Asset Management since 2005. Mr. Murguia is also the CEO and owner of RISA, LLC, a product designed to assist investment advisors with retirement income planning, which he promotes through podcasts, webinars, and community engagement. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes globally diversified asset allocation grounded in Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management with options for ESG screening and tax-efficient strategies.

Payton Rembert is a Series 65-licensed financial advisor with Rembert Pendleton Jackson, where he has worked for one year. His prior experience includes roles at Booz Allen Hamilton and Atlas Research, as well as academic work at the University of Richmond. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm uses a Modern Portfolio Theory-based approach to design diversified portfolios, managing both discretionary and non-discretionary assets.

Eleni Milligan is a financial advisor at Hughes Financial Services, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Savant Wealth Management and Aerie, as well as part-time work while attending Salisbury University. Hughes Financial Services is a team-based registered investment adviser with seven advisors managing approximately $760 million for individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside integrated financial planning and an all-inclusive wrap-fee program.