Brian Mcgregor is a financial advisor at Sargent Investment Group with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sargent Investment Group since 2018. Prior to that, he was with Wells Fargo Advisors and Wells Fargo Clearing Services. Mcgregor serves as a board member and investment committee member for The Washington Home, a charitable foundation focused on hospice care. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, corporations, and retirement plans. The firm employs a consultative process to develop customized portfolios using a range of investment vehicles and manages pooled private investment funds for accredited investors.

Sarah Racek is a CFP® and holds a Series 65 license with two years of industry experience. She currently works at OLIO Financial Planning, where she has been since 2022. Prior to her advisory role, her background includes experience with the Virginia Cheese Company, Virginia Tech Athletics, and Virginia Tech. OLIO Financial Planning serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, managing approximately $600 million across several hundred client relationships. The firm employs a buy-and-hold, core-and-satellite investment approach with an emphasis on ETFs, mutual funds, and select individual securities, offering financial planning and investment management through project-based and fixed fee structures.

Christopher Brown is a Certified Financial Planner (CFP®) with 33 years of industry experience. He currently works at Brown | Miller Wealth Management, LLC, where he has served since 2020, following 12 years at Wells Fargo Clearing. Brown is an emeritus trustee of the University of Georgia Foundation and a co-owner of Surfrock, LLC, a family real estate management company. 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 allocation strategies that combine active and passive investments and provides both discretionary portfolio management and consulting services through an 11-advisor team.

Jacobson Truex is a CFP® professional with eight years of industry experience, currently serving at McLaughlin Ryder Investments, Inc. since 2020. His prior roles include positions at AdvisorShares Investments, LLC and Foreside Fund Services, LLC. Truex is involved in several community and advisory activities, including serving on the boards of the Alexandria Chamber of Commerce and the Leadership of Alexandria Alumni Association, as well as participating in local fiscal and investment committees. McLaughlin Ryder Investments serves individuals, families, trusts, charitable organizations, and businesses, offering investment management, financial planning, and ERISA retirement plan advisory services. The firm employs a client-centered investment approach, combining active and passive strategies across various asset types, with most accounts managed on a non-discretionary basis.

Joseph Van Name is a CFP® with 19 years of industry experience and is affiliated with Advisors Financial, Inc. He has been with the firm since 2001 and has also worked at Cetera Advisor Networks LLC since 2013. Outside of his advisory work, he serves in leadership roles on several nonprofit boards, including as Vice President of the Board of Trustees for the Masonic Foundation of the District of Columbia and President of the Board of Trustees of IOOF Temple. Advisors Financial, Inc. provides customized investment management and financial planning services to individuals, trusts, estates, foundations, endowments, and charitable organizations. The firm’s six-person advisory team manages approximately $321 million in discretionary assets, employing a multi-year investment approach guided by an in-house committee while accommodating client-specific constraints and tax considerations.

Zara Sharifi is a financial advisor at Legacy Wealth Management Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles at Bozzuto and Greystar, as well as time as a full-time student. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across over 700 client relationships. The firm offers discretionary and non-discretionary asset management, unified managed account and SEI program access, financial planning, and no-cost public educational seminars, using a combination of fundamental, technical, and cyclical analysis tailored to client goals and risk tolerance.

Caroline Hess is a financial advisor at Alpha Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Alpha Financial Advisors, she worked at Optomi and held roles at East Carolina University and The Golf Club at Lansdowne. Alpha Financial Advisors serves individual and high-net-worth clients, including a pension/profit-sharing plan, typically working with households meeting a $500,000 investable assets guideline. The firm offers comprehensive, life-centered financial planning and discretionary portfolio management, combining modern portfolio theory with a range of analytical approaches to tailor strategies to clients’ goals and risk tolerance.

Megan Madden is a CFP® professional at Delta Financial Advisors, Inc. in Kensington, MD, with seven years of industry experience. She has held roles at Regulus Financial Group, LPL Enterprise, Prudential Insurance Company of America, UBS Financial Services, and The Ayco Company, L.P. Outside of financial advising, she works as a fitness instructor with Solidcore. Delta Financial Advisors serves individual and high-net-worth clients with wealth management and financial planning services. The firm offers discretionary and non-discretionary portfolio management paired with ongoing consulting, using customized asset allocations and a mix of mutual funds and ETFs, while also providing accounting and tax preparation services through a licensed CPA.

David Greene is a CFP®-certified financial advisor with 24 years of industry experience. He has been with CJM Wealth Advisers, Ltd. for 20 years, specializing in financial planning and investment advisory services. CJM Wealth Advisers, Ltd. serves both individual and institutional clients, including high net worth individuals and charitable organizations. The firm provides discretionary and non-discretionary investment management through its wrap-fee program, utilizing a range of asset types and applying both fundamental and technical analysis.

Jeremy Meek is a CFP® professional with 18 years of industry experience. He has been with D'Orazio & Associates, Inc. since 2014 and holds a Series 65 license. D'Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts and estates, and retirement plan sponsors. The firm employs a long-term, globally diversified investment approach primarily based on fundamental analysis, supplemented by quantitative tools, and manages approximately $1.44 billion across an eight-person advisory team.

Bianca San is a CFP® certificant with four years of industry experience, currently serving at Monument Wealth Management. Her prior experience includes roles at Osaic Wealth, Cassaday & Company, and AMJ Financial Wealth Management. Monument Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing approximately $648 million with a team of nine advisors. The firm employs a combination of ETFs, mutual funds, and individual equities across various strategies, utilizing both fundamental and technical analysis alongside ongoing portfolio monitoring.

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.

Jamshid Sharifi is a Series 65-credentialed advisor with over 11 years of industry experience, currently serving at Legacy Wealth Management Inc. in Manassas, VA. He is also president and owner of Legacy Associates Inc., an insurance business. Sharifi holds a silent partnership in a retail business based in Wilkes Barre, PA. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across more than 700 client relationships. The firm offers discretionary and non-discretionary asset management, financial planning, and no-fee public educational seminars, using tailored investment strategies documented in client Investment Policy Statements.

Jennifer Panicker is a financial advisor at Mathis Wealth Management with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Ausdal Financial Partners, Inc. and United Planners' Financial Services. Mathis Wealth Management provides financial planning, investment management, and retirement plan consulting services to individuals, high-net-worth clients, and institutional retirement plans. The firm employs a strategic asset allocation approach using no-load and institutional funds, ETFs, stocks, and bonds, and offers retirement plan services including participant education and enrollment.

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.

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.