Elizabeth Clough is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. She has been with Rembert Pendleton Jackson since 2011 and is based in Vienna, VA. Rembert Pendleton Jackson (RPJ) provides investment management, financial planning, retirement plan consulting, and business consulting to both individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm uses a client-specific, Modern Portfolio Theory-based approach and manages assets across a variety of account types, operating both discretionary and non-discretionary programs.

Keron Smith is an advisor at Brighter Financial Capital Management, LLC in Reston, VA. He holds Series 63 and Series 65 designations and has been in the industry since 2026. His prior roles include positions at Avantax Insurance Agency LLC and Wells Fargo Advisors. 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, ERISA plan advisory, multi-tiered financial planning, and regularly conducts educational seminars.

Nicole Mongeon is a CFP® and Series 66-registered financial advisor with Rembert Pendleton Jackson, bringing 22 years of industry experience. She has worked at Rembert Pendleton Jackson since 2020 and previously spent 15 years with Ameriprise Financial Services, Inc. Rembert Pendleton Jackson offers investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients, employing a Modern Portfolio Theory-based approach with both discretionary and non-discretionary programs.

Jason Seney is a financial advisor at Brown | Miller Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 and Series 65 designations. Prior to joining Brown Miller Wealth Management in 2024, he worked at Chevy Chase Trust and Morgan Stanley. Brown Miller Wealth Management is a fee-only registered investment adviser managing approximately $991 million for individual, high-net-worth, trust, retirement plan, and business clients. The firm provides customized, tax-aware asset allocations that blend active and passive strategies and offers both discretionary portfolio management and consulting services.

Jonathan Adams is a Chartered Financial Consultant (ChFC®) with 33 years of industry experience. He has been with Northwest Financial Advisors LLC since 2014 and also maintains an affiliation with LPL Financial, LLC since 2007. Adams is licensed to sell non-variable insurance products, including universal life, whole life, and disability insurance. 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 approach and utilizes LPL Financial’s custodial programs and Outsourced Chief Investment Officer (OCIO) services to support portfolio management and oversight.

Nicholas Ferrari Smith is a CFP® with seven years of experience in financial advising. He is currently with Capitol Private Wealth Group LLC, where he has worked since 2024. Prior to this, he held various roles at Northwestern Mutual and MAI Capital Management. Capitol Private Wealth Group serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including ETFs, mutual funds, individual securities, bonds, and alternative instruments, integrating tax and accounting services and utilizing structured products and derivatives in client portfolios.

Peter Baker is a financial advisor at Preston Wealth Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Catoctin Wealth Management LLC and Ameriprise. Baker serves on the board of directors for Ruritans of Lucketts, a nonprofit community aid group. Preston Wealth Advisors provides investment and planning services to individuals, families, retirement plan sponsors, and other entities. The firm employs a blend of active and passive strategies, utilizing technical, quantitative, cyclical, and strategic analyses to manage portfolios and private pooled investment vehicles.

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.

Theron Weimer is a financial advisor at KFA Private Wealth Group, LLC with 20 years of industry experience and holds a Series 66 designation. His prior work includes roles at Arete Wealth Management LLC and Ameriprise. There are no other notable outside business activities reported. 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 uses strategic asset allocation and combines passive and active management with an emphasis on manager selection and low-cost share classes.

Vladimir Zyuzin is a Series 65 licensed financial advisor with eight years of industry experience. He has worked at Wellington Consulting Services, Inc. since 2017 and previously spent four years at Wellington Financial Group, Inc. He also serves as a pension consultant for Wellington Retirement Solutions. Wellington Consulting Services provides discretionary and non-discretionary investment management and retirement-plan consulting for individuals, plan participants, and company-sponsored retirement plans. The firm frequently assumes ERISA fiduciary roles and uses a low-cost approach with diversified model portfolios, no-load mutual funds, index funds, and ETFs, supported by a platform-oriented service model.

Angela Holland is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has held compliance and advisory roles at Innovation X Advisors LLC, Foothill Securities, Inc., Advisors Preferred, LLC, and Ceros Financial Services, Inc. Outside of her financial services career, she operates Clearwater Fan Girl, LLC, a sports entertainment fan webpage and podcast. AtCap Partners provides investment management and financial planning to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a mix of proprietary strategies, sub-advisors, and outside managers, combining fundamental and technical analysis with market-timing techniques as part of its approach.

Kevin Galvin is a CFP® and CFA® with 17 years of experience in the financial industry. He has been with Hopwood Financial Services, Inc. since 2015, where he is part of a six-advisor team based in Potomac, MD. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management alongside financial planning and retirement plan consulting. The firm employs a multi-year investment approach overseen by an Investment Committee and manages approximately $666.6 million across about 273 client households.

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.

Patrick Hughes is a CFP® and Series 65 credentialed financial advisor with 11 years of industry experience. He has been with Hughes Financial Services, LLC since 2015, working within a team of nine advisors. Hughes Financial Services is a team-based registered investment adviser managing approximately $760 million for individual and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program utilizing firm-developed model portfolios and a combination of fundamental, cyclical, and modern portfolio theory-based investment methods.

Daniel Hughes is a CFP® with 25 years of industry experience and has been with Hughes Financial Services, LLC since 2009. He holds the Series 63 designation and is based in Herndon, VA. Outside of financial advising, he is a limited partner in ODD SQUAD LLC, which owns Eventide Restaurant in Arlington, VA. Hughes Financial Services, LLC manages approximately $616 million for individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management alongside integrated financial planning. The firm customizes portfolios using model portfolios and a combination of fundamental, cyclical, and Modern Portfolio Theory analyses, employing tactical techniques such as short-term trading, option writing, short sales, and margin when appropriate.

Theodore Doremus is a financial advisor at Preston Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Preston Wealth Advisors since 2012. Outside of his advisory work, he is a minority equity investor in two companies involved in flipping foreclosed residential real estate in Arlington, VA. Preston Wealth Advisors provides discretionary and non-discretionary investment advice and financial planning to individuals, families, plan fiduciaries, and related entities. The firm combines active and passive portfolio management using model-driven strategies and serves as adviser and general-partner affiliate to private funds focused on companies with significant revenue from U.S. government contracts.

Joseph Yoon is a CFP® with 24 years of industry experience, currently serving at QM Advisors LLC, a firm where he is part of a 10-advisor team. His prior roles include positions at Resources Investment Advisors, LLC, TimeScale Financial, Inc., and Charles Schwab. Outside of his advisory work, he is the principal of Castle Hill Consulting, LLC, which conducts various 1099 business activities unrelated to investments. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a range of analytical methods to manage discretionary portfolios and operates both separately managed accounts and pooled investment vehicles, including a private hedge fund.

Matthew Hoesly is a financial advisor with AtCap Partners, LLC, holding CFP® and ChFC® designations and over 20 years of industry experience. He has worked at firms including Ceros Financial Services, Inc. and Resource 1, Inc. Outside of advising, Hoesly is involved in motivational speaking and serves as chair of the MDRT Foundation Finance Committee, volunteering on several MDRT and MDRT Foundation committees. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of analytical methods and market-timing strategies, offering discretionary and non-discretionary portfolios as well as access to third-party asset managers, distinguishing itself through affiliated private fund offerings and robust back-office support.

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.