Jo Ann Weinhardt is a financial advisor with Hughes Financial Services, LLC in Herndon, VA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has been with Hughes Financial Services since 2016. Hughes Financial Services is a team-based registered investment adviser with seven advisors 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 that combines investment management, trading, and custodial services, utilizing firm-developed model portfolios and a range of investment techniques.

Mark Underwood is a financial advisor at Mv Capital Management, Inc. with 24 years of industry experience. He holds a Series 66 designation and has been affiliated with Purshe Kaplan Sterling Investments, Mv Capital Management, and MV Financial Group since 2002. Mv Capital Management, Inc. offers discretionary and non-discretionary investment management, as well as financial planning and consulting services to individuals, pension plans, trusts, estates, business entities, and charitable organizations. The firm’s investment process focuses on asset allocation, security selection, and ongoing monitoring, supported by in-house research and an Investment Committee that typically rebalances portfolios annually.

Laura Nash is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at West Financial Services, Inc. since 2022, following five years at Edward Jones and five years at Achieva Central Inc. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser that provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as charitable organizations and corporations. The firm emphasizes diversified, client-specific asset allocation using a core-and-satellite equity strategy combined with laddered fixed-income allocations and tactical adjustments based on quantitative and qualitative research.

Daniel Weinstein is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at KFA Private Wealth Group, LLC and previously held roles at Heritage Investors Management Corporation and Morgan Stanley Private Bank, N.A. KFA Private Wealth Group serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities by providing financial planning, portfolio management, retirement plan consulting, and wealth management. The firm constructs goal-based portfolios using strategic asset allocation and a combination of passive and active management with an emphasis on low-cost share classes and ongoing manager due diligence.

Scott Freund is a financial advisor with Family Office Research, LLC in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Family Office Research since 2005. Outside of his advisory role, Freund is involved in consulting, personal investments, and publishing through Lower St Clair LLC, and serves as a consultant and part owner of FarmTogether US Farmland Fund LP, advising on fund operations and coordination. Family Office Research, LLC provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, employer plans, and businesses. The firm manages approximately $580.9 million in assets and emphasizes individualized portfolio supervision with tailored investment strategies for high-net-worth and institutional clients.

Andrew Colyer is a CFA® charterholder with 21 years of industry experience. He has been with The Ithaka Group, LLC since 2008, where he is part of a five-advisor team based in Arlington, VA. The Ithaka Group, LLC provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and registered investment companies. The firm employs a concentrated growth investment approach focused on high-quality growth companies and manages both registered funds and advisory accounts.

Jeffrey Canavan is a CFA® charterholder at Rembert Pendleton Jackson with one year of industry experience. Prior to joining RPJ, he spent 18 years at MissionSquare Retirement. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients. The firm uses a client-specific, Modern Portfolio Theory-based approach to design diversified portfolios and manages both discretionary and non-discretionary assets.

Brian Zaczynski is a CFA® charterholder with seven years of industry experience. He has been with Torray Investment Partners LLC since 2016. Torray Investment Partners provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm follows a bottom-up, fundamental stock-selection process with a quality, long-term orientation implemented across large cap growth, small/mid cap growth, and equity income strategies, managing concentrated portfolios with explicit risk controls.

Culley Hess is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Alpha Financial Advisors, LLC since 2019. Prior to his advisory role, he held positions at Sage Outdoor Adventures, Augusta County Clerk of Court, the U.S. Census Bureau, ePlus Technologies, James Madison University, and Loudoun County Public Schools. Alpha Financial Advisors serves individual and high-net-worth clients, generally those with at least $500,000 in investable assets, providing life-centered financial planning and comprehensive services including investment management and retirement planning. The firm uses a discretionary, fee-only approach that combines modern portfolio theory with fundamental and quantitative analysis, focusing on customized relationships and selecting top-ranked managers from a broad institutional universe.

Lawrence Spoth is a financial advisor with Horizon Wealth, holding a Series 65 designation and 10 years of industry experience. He has worked at several firms, including Impact Partnership Wealth, Market Guard, and Retirement Wealth Advisors. In addition to his advisory role, he serves as president of Retirement Protection Solutions, a company focused on life and index annuity sales. Horizon Wealth is an SEC-registered team investment adviser serving individuals, trusts, and corporations with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm emphasizes retirement investing, income-replacement strategies, and financial independence, managing approximately $147 million in discretionary assets across a seven-advisor team.

Glen Buco is a CFP® with 23 years of industry experience and is currently with West Financial Services, Inc., where he has worked since 1983. He holds a Series 65 license and operates out of McLean, VA. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation strategy with a long-term focus, integrating core-and-satellite equity investments and laddered fixed-income allocations.

Vincent Barrett is a CFP® with 10 years of industry experience, currently serving as an advisor at Acorn Financial Advisory Services, Inc. since 2017. He also has a longstanding role at Thomas F Barrett Inc beginning in 2013. Outside of his advisory work, Barrett is Vice President of an independent TPA/Record Keeper and manages an individual life/health business along with group employee benefit plans. Acorn Financial Advisory Services provides 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 across about 2,300 to 2,400 clients with 11 advisors, offering both custom and model-based portfolios through discretionary and non-discretionary management across multiple platforms.

Matt Cohen is a CFP® with 20 years of experience in the financial services industry. He is currently with West Financial Services, Inc., where he has worked continuously since 2015. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.8 billion with a diversified, long-term investment approach that combines core-and-satellite equity strategies, laddered fixed income, and tactical adjustments.

Christopher Rhyne is a financial advisor at Sargent Investment Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Reinhart Partners, Inc. for eight years before joining Sargent Investment Group in 2022. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to develop customized portfolios and manages private funds requiring accredited investors, overseeing approximately $1.28 billion in assets.

Gregory Mattingly is a CFP® professional with 20 years of industry experience. He has been with Preston Wealth Advisors, LLC. since 2013, where he is involved in financial planning, client relationships, and trading. Preston Wealth Advisors provides discretionary and non-discretionary investment advice and financial planning to individuals, families, plan fiduciaries, and related entities. The firm uses a combination of active and passive portfolio management with model-driven strategies and offers services including separately managed accounts, fiduciary plan services, and private pooled investment vehicles.

Robert Alexander is a Series 65-licensed financial advisor with Wellington Consulting Services Inc in Chantilly, VA, where he has worked since 2007. He has 17 years of industry experience. Alexander serves as Treasurer of Wellington Retirement Solutions, Inc., a related entity providing third-party recordkeeping for company retirement plans. Wellington Consulting Services offers discretionary and non-discretionary investment management and retirement-plan consulting to individuals, plan participants, and company-sponsored retirement plans. The firm frequently accepts ERISA fiduciary roles and emphasizes low-cost implementation through diversified model portfolios using mutual funds, index funds, and ETFs.

Nathan Gertler is a financial advisor with Acorn Financial Advisory Services, Inc., holding a Series 66 designation and six years of industry experience. He has worked at several firms including Quincy Wells Capital, Great Point Capital, and Equitable Advisors. Acorn Financial Advisory Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $1.4 billion across various accounts. The firm serves individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, implementing globally diversified portfolios through a range of investment vehicles and strategies.

Sterling Neblett is a CFP® with 21 years of industry experience, currently serving at Centurion Wealth Management since 2022. He previously worked at Spire Investment Partners from 2015 to 2022. Outside of his advisory work, Neblett is president of the Neblett Pancreatic Cancer Foundation and Hart Cellars, LLC, and participates in venture capital investing through OKEANOS Venture Capital Group and Gaingels Angel Investors. Centurion Wealth Management advises high-net-worth individuals, retirement plans, and corporate clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm focuses on diversified, asset-allocation driven portfolios overseen by an investment committee and offers private investment opportunities to eligible clients.

Masood Vojdani is a financial advisor with Mv Capital Management, Inc. in Bethesda, MD, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Mv Capital Management since 2005 and Purshe Kaplan Sterling Investments since 2006, as well as involved with MV Financial Group since 1991. In addition to advisory services, he provides consulting related to exit planning through MV Financial Group. Mv Capital Management, Inc. serves individual and high-net-worth clients along with institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process emphasizes customized asset allocation, security selection, and ongoing monitoring, with portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Kerby Baden is a financial advisor at Acorn Financial Advisory Services, Inc. with eight years of industry experience. He holds a Series 65 designation and also works as a lawyer and a full-time senior tax accountant at Canto, Rausch, Deck & Co, PA, occasionally providing clients advice related to these roles. Acorn Financial Advisory Services offers 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 across a broad client base, providing both custom and model-based portfolios with discretionary and non-discretionary management options.