Jonathan Cox is a financial advisor at Acorn Financial Advisory Services, Inc. with four years of industry experience. He holds a Series 65 designation and is also an attorney, owning NOVA Estate Planning, PLLC, an estate planning and administration law firm where he provides legal services on a flat-fee and hourly basis. Cox serves clients in northern Virginia and has plans to expand similar legal services to the Richmond area. Acorn Financial Advisory Services provides personalized financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.23 billion for around 2,300 to 2,400 clients through 11 advisors, offering both custom and model-based portfolios with discretionary and non-discretionary management across multiple platforms.

Charles Kimmel is a CFP® with 15 years of industry experience, currently serving as an advisor at MBI LLC. He previously worked at SPC Financial Inc. and Raymond James Financial Services, Inc. for 14 years. MBI LLC provides portfolio management and financial planning to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory, managing client accounts with personalized Investment Policy Statements and conducting regular reviews.

Joni Alt is a CFP® with 23 years of industry experience, currently serving as an advisor at Evermay Wealth Management, LLC since 2021. She previously worked at Hopwood Financial Services, Inc. for 11 years. Evermay Wealth Management is an SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm operates a team-centric model offering tailored client service levels and integrates investment, tax, and estate planning through affiliated and third-party resources.

Cathleen Phelps is a financial advisor with Monument Wealth Management in Alexandria, VA, holding a Series 65 license and four years of industry experience. She has been with Monument Wealth Management since 2015. Outside of her advisory role, she is associated with CDP Consulting LLC, a consulting business based in Alexandria. Monument Wealth Management serves individuals, high-net-worth clients, trusts, and estates with investment advisory and financial planning services. The firm manages approximately $648 million across a team of nine advisors and employs a range of strategies including discretionary asset management, modular and full financial plans, and access to independent managers and private funds for qualified clients.

Alex Graham is a financial advisor at Graham Capital Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Graham Capital Wealth Management since 2015. In addition to his advisory role, he serves as president of Graham Capital Advisors LLC, an insurance-focused and estate planning firm, where he manages employees, technology, and accounting functions. Graham Capital Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $251.2 million for about 705 clients, utilizing a combination of ETFs, bonds, low-cost mutual funds, and individual stocks with a long-term investment approach supported by fundamental, technical, and cyclical analysis.

Thomas Kim is a CFA® charterholder with 14 years of industry experience. He has been with Harbour Capital Advisors, LLC since 2011. The firm serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management alongside family office, financial planning, and foundation advisory services. Harbour Capital Advisors manages approximately $665.6 million in assets for about 60 clients, employing a core-satellite investment model with a focus on integrated family office services and private fund advisory roles.

Lauretta Kramer is a CFP® and holds a Series 66 license with 31 years of industry experience. She has worked at West Financial Services, Inc. since 2018 and previously spent 11 years with LPL Financial, LLC. She is also associated with Sandy Spring Bank. West Financial Services, Inc. is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific investment approach with a core-and-satellite equity strategy and tactical adjustments, managing approximately $2.8 billion in assets.

Elizabeth Hollman is a financial advisor at McLean Asset Management Corp. with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including Bull Harbor Capital, MML Investors Services, Raymond James & Associates, and RBC Capital Markets. From 2014 to 2020, she was involved with the Skywalkers Lacrosse Program. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $819 million in assets through a multi-advisor team and employs strategies based on Modern Portfolio Theory, offering tax-managed equity approaches and ESG screening options.

Stein Olavsrud is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with FBB Capital Partners since 2004. FBB Capital Partners serves individual and high-net-worth clients, family offices, and institutions with financial planning and discretionary portfolio management. The firm employs diversified, low-cost portfolios incorporating traditional and alternative investments, using model portfolios and target asset allocations, and oversees approximately $2.39 billion in assets across a team of 11 advisors.

Debora May is a CFP® with 29 years of experience, currently serving at MBI LLC since 2013. She also maintains a long-standing role at May & Barnhard, PC, where she has worked since 1989. In addition to her advisory work, she provides financial planning and accounting services as a full-time CPA. MBI LLC offers portfolio management and financial planning to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations. The firm employs a combined approach of fundamental and technical analysis alongside modern portfolio theory, managing client accounts with individualized Investment Policy Statements and conducting regular reviews.

Owen Eldridge is a financial advisor with Evermay Wealth Management, LLC in Arlington, VA. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to joining Evermay Wealth Management, he held positions at BrandSafway and DoorDash and completed studies at the University of Amsterdam. Evermay Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-centric approach, offering discretionary and non-discretionary investment management alongside financial planning and retirement consulting, and manages approximately $1.33 billion in assets across an 18-advisor team.

Daniel Larrabee is a CFP® and holds a Series 65 license with five years of industry experience. He currently works at Rembert Pendleton Jackson, where he has been part of the firm since 2021. Prior to that, he worked at Bogart Wealth, Financial 360, LLC, Keswick Hall and Golf Club, and Virginia Tech University. 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 client-specific, Modern Portfolio Theory-based approach to design diversified portfolios across various account types and meets with clients quarterly.

Travis Russell is a CFP® with 17 years of industry experience, currently serving at Glassman Wealth Services, LLC since 2011. He holds a Series 65 license and is based in Stowe, VT. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored investment approach that includes mutual funds, ETFs, independent managers, and private funds, with a methodology that incorporates cash as an asset class and integrates non-managed assets into client reporting.

Brian Jones is a CFP® with 25 years of industry experience and has been with CJM Wealth Advisers, Ltd. since 1997. He serves as co-director of the Financial Planning Association National Capital Chapter and is the author of a book on financial planning for Generation X. He is also a member of the National Association of Personal Financial Advisors (NAPFA). CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, retirement plan consulting, and variable annuity management to a broad client base, including high net worth individuals, pension plans, trusts, and charitable organizations. The firm operates a wrap-fee platform, employs a mix of mutual funds, ETFs, individual equities, and fixed income, and follows policies on discretionary authority and AI tool usage.

Patrick Kimmel is a financial advisor with WealthCrest Financial Services, LLC, holding a Series 66 designation and six years of industry experience. He has been associated with Cambridge Investment Research and WealthCrest Financial Services since 2019. WealthCrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a fee-based portfolio management approach using custodial and platform relationships with Pershing and Cambridge, combining fundamental and technical analysis with various trading strategies.

Eric Dzik is a financial advisor with Evermay Wealth Management, LLC in Arlington, VA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Evermay in 2023, he worked at West Financial Services, Inc. and has experience in education and hospitality sectors. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a team-centric advisory model with distinct service levels and integrates investment management with tax and estate planning through affiliated and third-party resources.

Nicholas Angelis is a financial advisor at Delta Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has been with Delta Financial Advisors since 2009. Outside of his advisory role, he works part-time as an administrative assistant to a representative at Regulus Advisors. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm offers customized asset-allocation strategies and integrates advisory services with in-house accounting, tax preparation, and an affiliated insurance agency.

Steven Larosa is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He has been with Edgemoor Investment Advisors, Inc. since 2021 and previously worked at Bank of America Private Bank from 2012 to 2021. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to construct concentrated equity and income portfolios tailored to client objectives and manages accounts on a discretionary basis.

Kristan Anderson is a CFP® with 23 years of industry experience, currently serving at West Financial Services, Inc. since 2009. He operates within a team of 22 advisors based in McLean, VA. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $2.8 billion across various clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation strategy with a long-term focus, utilizing core-and-satellite equity investments, laddered fixed-income, and tactical adjustments based on quantitative and qualitative analysis.

Ryan Kelly is a CFP® professional at Yeske Buie Inc. with seven years at the firm and four years of industry experience overall. Prior to joining Yeske Buie, he worked at Signature FD and held roles at the University of Georgia and the University of Texas at Austin. Outside of his advisory work, he prepares individual income tax returns for family and friends. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, personal trusts and estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a process grounded in Modern Portfolio Theory, implementing portfolios primarily with ETFs and mutual funds, and manages over $1 billion with a ten-person advisory team.