John Steigerwald is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Steigerwald, Gordon & Koch since 1996. Outside of advisory work, he is a partner in SGK Real Estate Investments, LLC, which manages the building housing their offices. Steigerwald, Gordon & Koch provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diversified approach across multiple asset classes and incorporates client-directed ESG considerations, while also providing advisory services on a fee-only basis.

Crystal Matlock is a financial advisor at Reston Wealth Management with 25 years of industry experience. She holds Series 65 and Series 66 credentials and has been with Reston Wealth Management since 2016, following a brief tenure at LPL Financial. Outside of advisory services, she is a licensed notary public in Virginia. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, and various institutional clients. The firm employs a long-term investment strategy focused on globally diversified portfolios, low-cost funds, and tax-aware decisions, offering both discretionary and non-discretionary services along with comprehensive wealth planning.

Leslie Irby is a CFP® professional with 12 years of experience and is currently with Rembert Pendleton Jackson, where she has worked since 2007. She holds a Series 65 license and is based in Vienna, VA. Irby has been with the firm through its various phases, including its operation as SSB Wealth Management, Inc. D/B/A Rembert Pendleton Jackson. 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 asset allocations and manages both discretionary and non-discretionary portfolios.

Austin Philbin is a financial advisor at Activ8 Family Office LLC with 14 years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at OFS, Dynasty Securities, LLC, and Dynasty Financial Partners. Activ8 Family Office primarily serves professional athletes and their related families, trusts, estates, and businesses. The firm provides a Holistic Client Management Program that includes financial planning, investment management, cash management, and tax services, with portfolios tailored to clients’ individual objectives.

Alison Cain is a financial advisor at Capitol Private Wealth Group LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at her current firm since 2017, following a 12-year tenure at Ameriprise Financial Services, Inc. Outside of advising, she is involved in property management through a personal business entity. Capitol Private Wealth Group serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a combination of analytical approaches and ongoing portfolio monitoring to align investments with client goals and risk tolerance.

Kirstie Sturman is a financial advisor at West Financial Services, Inc. with 23 years of industry experience. She holds a Series 65 credential and has been with West Financial Services in various capacities since 2010. West Financial Services, Inc. is a fee-only, SEC-registered 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 with a focus on long-term investment strategies and offers discretionary portfolio management along with comprehensive financial planning and consulting services.

Henry Hoerner is a financial advisor with The Hoerner Planning Group, LLC in Middleburg, VA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with The Hoerner Planning Group since 2006. Outside of his advisory role, he serves on the boards of Curtis Investment Group Inc. and Elk Run LLC, and is a limited partner in entities focused on affordable housing development in Northern Virginia. He also acts as a trustee for several family and client trusts. The Hoerner Planning Group LLC provides comprehensive wealth advisory services to affluent families and related entities, offering portfolio management, financial planning, and consulting. The firm emphasizes customized, strategic asset allocation through independent managers with a long-term focus, managing approximately $1.65 billion across a four-advisor team.

Alex D'attilio is a financial advisor at Acorn Financial Advisory Services, Inc. with a Series 65 credential and one year of industry experience. Prior to his current role, he worked at the University of Connecticut Recreational Center and Hartford Magnet Trinity College Academy. Acorn Financial Advisory Services, Inc. is a fee-only investment adviser managing approximately $1.4 billion across various client types, including individuals, families, and institutions. The firm uses globally diversified portfolios with an array of investment vehicles and implements model strategies that may include alternatives and tactical tools, offering subadvisory and educational services.

Heather Wilson is a CFP® with five years of industry experience, currently serving at Hughes Financial Services, LLC. Her background includes roles at Charles Schwab and Purdue University. Hughes Financial Services is a team-based registered investment adviser managing approximately $760 million for individual and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program utilizing firm-developed model portfolios and diversified investment strategies.

Ibtasam Mahmood is a CFP® with 20 years of industry experience currently serving at Azzad Asset Management, Inc., where she has worked since 2019. Her prior experience includes roles at AMJ Financial Wealth Management, Triad Advisors LLC, PNC, and Scottrade. Azzad Asset Management provides investment management and financial planning to a range of clients, including high-net-worth individuals, retirement plans, charitable institutions, and small businesses. The firm specializes in socially responsible Islamic investing, employing proprietary screening tools to exclude companies involved in certain activities such as alcohol, tobacco, and gambling.

Shawn Reardon is a financial advisor at Hendershot Investments, Inc. with eight years of industry experience. He holds a Series 65 designation and has been with Hendershot since 2006, concurrently serving as a member of Information Collection Enterprises, LLC, where he oversees business and finance functions. Hendershot Investments provides fee-only, discretionary portfolio management and financial planning 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 focused on high-quality companies and intrinsic-value analysis, supplemented by AI and machine-learning tools with human verification.

Deborah Klein is a CFP® professional at Azzad Asset Management, Inc. in Falls Church, VA, with five years of industry experience. Her career includes roles at Azzad Asset Management since 2019, as well as prior positions at Acorn Financial Services and Northwestern Mutual. Before entering financial services, she worked for WTN Media for 14 years. Azzad Asset Management provides investment management and financial planning services to a diverse client base, including individuals, retirement plans, charitable institutions, and small businesses. The firm specializes in socially responsible Islamic investing, using a proprietary screening tool to exclude companies based on ethical and financial criteria.

Atta Khan is a financial advisor at Azzad Asset Management, Inc. with seven years at the firm and three years of industry experience. He holds a Series 65 designation. Prior to joining Azzad, Mr. Khan worked at Robert Half Recruiters and Employment and has experience with SeekingAlpha.com and Dawn Media Group. Azzad Asset Management provides investment management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, charitable institutions, and businesses. The firm specializes in socially responsible Islamic investing using proprietary screening tools to exclude certain sectors and manages approximately $1.82 billion in discretionary assets.

Jiashuo Qin is a CFP® certificant with six years of industry experience, currently serving as an advisor at Northwest Financial Advisors LLC. His prior experience includes roles at LPL Financial LLC, Wells Fargo Clearing, Charles Schwab and Co., Inc., and TD Ameritrade. 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 custodial programs and an Outsourced Chief Investment Officer service to support portfolio management while tailoring strategies to clients’ objectives and risk tolerance.

Keith Packard is a financial advisor at Activ8 Family Office LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Octagon Financial Services Inc. for 16 years. Outside of his advisory role, he writes for Forbes and maintains a personal blog focused on tax issues faced by athletes. Activ8 Family Office primarily serves professional athletes and their associated families, trusts, estates, retirement vehicles, and businesses. The firm offers a Holistic Client Management Program combining financial planning, investment management, cash management, and tax services, with customized portfolios that include third-party managers, alternative investments, and private funds.

Luke Jackson is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor with AMJ Financial Wealth Management LLC. He has two years of industry experience and previously worked at Amazon and The Lunch Box. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients by offering discretionary investment management, financial planning, retirement plan advisory, small business consulting, and legacy management. The firm employs a research-driven investment approach using a diversified mix of asset classes, supported by regular portfolio reviews and client-specific investment policies.

Jacob Child is a financial advisor at Horizon Wealth with a Series 65 designation and three years of industry experience. He has worked at several firms, including Impact Partnership Wealth, Market Guard, and Retirement Protection Solutions, where he serves as a managing partner focusing on insurance and annuities advisory. Child is also involved in estate planning as a tax strategy specialist. Horizon Wealth is an SEC-registered advisory firm managing approximately $147 million across about 163 client relationships. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services for individuals and high-net-worth clients, emphasizing retirement investing and tax-aware portfolio strategies.

John Fennig Jr. is a CFP® with 23 years of industry experience, currently serving at KFA Private Wealth Group, LLC. He has worked at KFA since 2015 and previously spent five years with Arete Wealth Management LLC. Outside of his advisory role, he is a 50% owner of FC Global LLC, which manages an office real estate lease. KFA Private Wealth Group advises individuals, trusts, estates, retirement plans, and business entities, offering financial planning, retirement plan consulting, investment management, and in-house tax preparation and accounting services. The firm uses goal-based strategic asset allocation with a mix of passive and active management and operates a wrap fee program that can reduce transaction costs for clients.

Amy Hoffman is a CFP® professional with 27 years of experience in financial advising. She has worked at Advisors Financial, Inc. since 2007 and previously spent five years at Cetera Advisor Networks LLC. In addition to her advisory role, she is licensed to sell fixed insurance products, including life, health, disability, annuities, and long-term care. Advisors Financial, Inc. provides customized investment management and financial planning services to individuals, trusts, estates, and various organizations, managing approximately $321 million in discretionary assets. The firm employs a team approach with an in-house investment committee that focuses on fundamental analysis and multi-year investment horizons while accommodating client-specific needs.

Gregory Grinnell is a financial advisor with Northwest Financial Advisors LLC in Leesburg, VA, holding a Series 66 designation and 20 years of industry experience. He has been with Northwest Financial Advisors since 2013 and has longstanding involvement with affiliated entities including NW Insurance Agency LLC, where he sells life, disability, and long-term care insurance. Northwest Financial Advisors LLC offers investment management, financial planning, 529 plan management, and retirement plan consulting services 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 investment approach supported by an in-house Portfolio Analyst and monthly Investment Committee.