Amy Moore is a CFP® professional with five years of industry experience. She has worked at OLIO Financial Planning since 2020 and previously spent six years at Edward Jones. OLIO Financial Planning serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable and corporate clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, using buy-and-hold and core-and-satellite portfolio approaches with a focus on ETFs, mutual funds, individual equities, and fixed income.

David Levitt is a CFP® with eight years of industry experience, currently serving as a financial advisor at Glassman Wealth Services, LLC since 2018. Prior to this, he worked at Alpha Financial Advisors, LLC for four years. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, as well as pension and charitable organizations. The firm employs a range of investment vehicles including mutual funds, ETFs, independent managers, and private funds, and incorporates a methodology for valuing private investments and managing less-liquid assets.

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.

Nicholas Folger is a Series 66-licensed financial advisor with four years of industry experience. He is a portfolio manager at Folger Nolan Fleming Douglas Incorporated, where he focuses on securities research and investment management. His prior experience includes roles at Aquarian Holdings, Gallatin Loan Management, and Radile Insights. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services to a single ultra-high-net-worth family across three accounts. The firm integrates a customizable management strategy involving equities, fixed income, mutual funds, and ETFs while coordinating with the client’s other advisors.

Sarah Racek is a CFP® professional with two years of experience at OLIO Financial Planning in McLean, VA. Prior to her advisory role, she held positions at Virginia Cheese Company, Virginia Tech Athletics, and Blacksburg Country Club. OLIO Financial Planning serves individual clients, including high-net-worth households, as well as pension, profit-sharing, charitable, and corporate clients. The firm employs a combination of fundamental, technical, and cyclical analysis with buy-and-hold and core-and-satellite portfolio strategies, offering comprehensive financial planning and investment management services.

Christopher Brown is a CFP® with 33 years of industry experience. He currently works at Brown | Miller Wealth Management, LLC, where he has been employed since 2020 following a 12-year tenure at Wells Fargo Clearing. Brown serves as an emeritus trustee for the University of Georgia Foundation. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and institutional entities. The firm employs a goal-oriented process that integrates active and passive strategies and third-party independent managers, with a focus on monitoring held-away retirement and insurance assets and the use of alternative investments in select portfolios.

Jacobson Truex is a CFP® professional with eight years of industry experience, currently serving as an advisor at McLaughlin Ryder Investments, Inc. since 2020. His prior roles include positions at Foreside Fund Services and AdvisorShares Investments. He holds several volunteer roles including board memberships with the Alexandria Chamber of Commerce and the Leadership of Alexandria Alumni Association, as well as committee memberships with ACT for Alexandria and Alexandria City Council’s Budget and Fiscal Affairs Advisory Committee. McLaughlin Ryder Investments serves a diverse client base including individuals, families, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan advisory services. The firm employs a client-centered investment process utilizing both active and passive strategies, with most assets 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.

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® with 24 years of industry experience and has been with CJM Wealth Advisers, Ltd. since 2006. Based in Falls Church, VA, he holds Series 63 and Series 65 licenses. CJM Wealth Advisers, Ltd. offers investment advisory services, financial planning, and retirement consulting to individual and institutional clients, including high net worth individuals and charitable organizations. The firm utilizes a wrap-fee program with a diversified approach involving mutual funds, ETFs, equities, and fixed income, and features a multi-office structure alongside specific policies on cryptocurrency and AI tool use.

Michael Cuozzo is a CFP® with six years of experience in the financial industry, currently serving at Condor Capital Wealth Management since 2022. His prior roles include positions at Cetera Advisor Networks, Taylor Financial Group, and The Prudential Insurance Company of America. Condor Capital Wealth Management serves a diverse client base including high-net-worth individuals, businesses, and charitable organizations, offering fee-only investment programs with a range of strategies including direct indexing and cryptocurrency exposure under human oversight.

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® with four years of industry experience, currently serving at Monument Wealth Management. Her prior roles include positions 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. The firm manages approximately $648 million across a team of nine advisors and offers a range of investment strategies combining ETFs, mutual funds, and individual equities alongside fundamental and technical analysis.

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® with 24 years of industry experience, currently serving at Brown | Miller Wealth Management, LLC. He was previously with Wells Fargo Clearing for 12 years before joining Brown | Miller Wealth Management, where he has worked since 2020. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and institutional entities. The firm employs a goal-oriented process combining active and passive strategies, integrates independent managers through rigorous due diligence, and manages held-away assets using third-party platforms while adhering to a fiduciary standard.

Michelle Hoesly is a financial advisor at AtCap Partners, LLC with 47 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Her prior experience includes roles at Ceros Financial Services, Inc. and operating as an independent registered investment adviser through Resource 1, Inc., where she provides discretionary money management and research. She also conducts motivational and industry speaking engagements. AtCap Partners offers investment management and financial planning to individuals, pension plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and provides access to third-party asset managers and alternative investments through affiliated entities.

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 been with Monument Wealth Management since 2017 and previously worked at LPL Financial and T. Rowe Price Investment Services. Monument Wealth Management serves individuals, high-net-worth clients, trusts, and estates with investment advisory and financial planning services. The firm employs a range of strategies including direct indexing, structured notes, and tactical bond ETF allocations, using fundamental and technical analysis alongside ongoing portfolio monitoring.