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.

David Petersen is a CFP® with 37 years of industry experience, currently serving at FSA Wealth Partners in Rockville, MD. He has been with Financial Services Advisory, Inc. since 1982. FSA Wealth Partners is a multi-advisor firm managing approximately three-quarters of a billion dollars in assets, providing discretionary asset management and limited financial planning to individuals, business owners, foundations, and retirement plans. The firm employs a technical analysis-driven investment process with an explicit exit framework, combining actively managed and indexed funds alongside tactical strategies.

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.

Patrick Mc Namara is a CFP® and Series 66-registered advisor at Glassman Wealth Services, LLC with three years of industry experience. His prior roles include positions at Pathstone, Campbell Wealth, First Financial Group, and KPMG, as well as service in the U.S. Marine Corps. 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 accounts for less-liquid investments and integrates non-managed assets into client reporting.

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.

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® and holds a Series 65 license, with four years of industry experience. She is currently with Hughes Financial Services, LLC, where she has worked since 2021, following prior experience at Charles Schwab and roles at Purdue University. Hughes Financial Services, LLC manages approximately $616 million for individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management along with integrated financial planning. The firm offers a wrap-fee program that combines asset management, brokerage execution, and custody, employing a range of investment techniques and independent manager allocations tailored to client objectives.

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 seven years of industry experience and holds a Series 65 credential. He previously worked at Edaptive Systems from 2011 to 2016 and is a member of Information Collection Enterprises, LLC, a clinical data services business, where he oversees business and finance functions. Hendershot Investments provides personalized, fee-only investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s approach focuses on fundamental analysis and intrinsic-value assessment of high-quality companies, employing discretionary portfolio management with an emphasis on low turnover, fixed-income laddering, and diversified funds.

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.

Eun Kim is a Certified Financial Planner (CFP®) with 23 years of industry experience. She has been with Aegis Wealth Management LLC since 2005. Aegis Wealth Management is a team advisory firm managing approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and tax return preparation, using a combination of fundamental analysis, modern portfolio theory, and quantitative methods tailored to clients’ goals and risk tolerance.

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® professional with six years of industry experience and holds the Series 66 designation. He is currently a financial advisor at Northwest Financial Advisors LLC in Herndon, VA, and previously worked at firms including LPL Financial LLC, Wells Fargo Clearing, Charles Schwab, and TD Ameritrade. Qin has been involved in media-related business activities in the past. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm follows a long-term, asset-allocation-driven approach, tailoring strategies to clients’ time horizons, risk tolerance, and objectives, and utilizes LPL Financial custodial programs along with an Outsourced Chief Investment Officer program for portfolio oversight and management.

Brian Cohen is a financial advisor at AtCap Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including B. Riley Wealth Management and National Securities Corporation. Outside of his advisory role, he is an owner of Big Ben Hunting, LLC, a boating business. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a combination of fundamental and technical analysis to tailor strategies ranging from long-term holdings to short-term trading and options.

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.

Christopher Jones Jr. is a financial advisor at FSA Wealth Partners in Rockville, MD, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Financial Services Advisory, Inc., Secretariat International, and PFS Partners. Before entering the financial advisory field, he worked in education at Norwich University and Sterling High School. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and retirement plans. The firm employs a technical analysis approach supplemented by fundamental review, using an explicit exit framework called the FSA Safety Net to manage downside risk.

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.