Andrea Mc Clelland is a CFP® professional with three years of experience in financial advising. She has been with Aegis Wealth and Aegis Wealth Management since 2019 and 2022, respectively, and was self-employed for sixteen years prior. 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, and tax preparation services, utilizing fundamental analysis, modern portfolio theory, and quantitative methods tailored to clients’ goals and risk tolerances.

Ryan Oliver is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Abich Financial Wealth Management, LLC. He previously worked at Cassaday & Co Wealth Management and Osaic Wealth, INC., among other roles. Oliver holds a Virginia Commonwealth Notary position. Abich Financial Wealth Management is an SEC-registered, five-advisor team that provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment process and offers discretionary and non-discretionary portfolio management, standalone planning, and access to third-party managers and wrap-fee programs.

Elisa Hasan is a financial advisor with The Lewis Financial Group in Ashburn, VA, holding a Series 65 designation and three years of industry experience. Her previous roles include positions at Edward Jones, Care With Love, LLC, and Ashby Ponds Retirement Community. She is also a notary public in Ashburn. The Lewis Financial Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a mix of active and passive strategies across various asset classes and uses third-party platforms and programs to implement and manage client portfolios.

Austin Catania is a financial advisor at Milestone Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at AMJ Financial Wealth Management LLC, Andersen, and MV Financial. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets through a combination of internally managed and third-party model portfolios, employing both tactical and strategic approaches.

Connor Depew is a financial advisor at Abich Financial Wealth Management, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at FVC Bank and Freedom Bank of Virginia. Abich Financial Wealth Management is a multi-advisor team serving individual and high-net-worth clients, managing approximately $395 million in discretionary assets. The firm employs a blended investment approach incorporating fundamental, technical, cyclical, and charting analyses, and offers both investment management and financial planning services.

Hugh Quinn is a CFP® with two years of industry experience, currently serving as an advisor at Brown | Miller Wealth Management, LLC. His prior experience includes roles at Cerity Partners LLC, McAdam LLC, and Northwestern Mutual. Brown | Miller Wealth Management is a fee-only registered investment adviser managing nearly $1 billion for 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.

Anabel Quintero is a financial advisor with Mv Capital Management, Inc. She holds Series 63 and Series 65 credentials and has 30 years of industry experience. Her career includes long-term roles at Mv Capital Management and Mv Financial Group, as well as Purshe Kaplan Sterling Investments. Mv Capital Management, Inc. serves individual and high-net-worth clients as well as institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process emphasizes customized asset allocation and security selection supported by an Investment Committee and in-house research.

Wendy Payne is a financial advisor with Centurion Wealth Management in McLean, VA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with SPIRE Securities, LLC since 2015 and is the founder and CEO of Life Stage Transitions, LLC, which provides education and consulting for newly independent individuals and couples. Centurion Wealth Management serves high-net-worth and individual investors, retirement plans, and corporate entities with 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.

Carol Zelenke is a financial advisor with Atcap Partners, LLC, holding a Series 66 designation and 13 years of industry experience. She has worked at Ceros Financial Services, Inc. since 2022 and previously spent six years at Raymond James Financial Services. Outside of her advisory role, she owns a residential rental property in California. AtCap Partners provides investment management and financial planning services to individual clients, pension plans, trusts, estates, and corporate entities. The firm uses a blend of fundamental and technical analysis, including market timing strategies, and offers access to third-party asset managers and alternative investments through affiliated entities.

Elizabeth Duff is a financial advisor at Harbour Capital Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Harbour Capital Advisors since 2011. The firm serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management along with family office, financial planning, and foundation advisory services. Harbour Capital employs a core-satellite investment approach and offers integrated family office services and foundation administration, distinguishing its offerings from standard portfolio-only advisers.

Michael Mussio is a CFP® and CFA® with 21 years of industry experience, currently serving at FBB Capital Partners since 2008. He is a managing member of a personal investment holding company and serves on the parish finance council at St. Raphael Catholic Church. Additionally, he is a board member of the Jubilee Association of Maryland’s campaign leadership committee. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on comprehensive wealth and risk management. The firm employs a diversified, low-cost investment approach incorporating stocks, bonds, options, mutual funds, ETFs, and alternative investments, using model portfolio structures and discretionary trading authority to manage approximately $2.39 billion in assets for about 1,000 clients.

Kevin Jarcho is a CFP® and holds a Series 65 license, currently serving as an advisor at Warner Financial, Inc. with four years of industry experience. Prior to joining Warner Financial in 2021, he worked at Intact Technology and Kemtah Group. Warner Financial, Inc. is a fee-only investment advisory firm serving individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a top-down, asset-allocation approach focused on diversified, cost- and tax-aware portfolio construction, managing approximately $745 million across discretionary and non-discretionary accounts.

Gregory Estes is a CFA® charterholder with seven years of industry experience. He is currently with MBI LLC and has previously worked at Augustine Asset Management and Intrepid Capital Management. MBI LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations. The firm combines fundamental and technical analysis with modern portfolio theory to manage diversified portfolios and conducts regular reviews while offering financial planning on various fee arrangements.

Brandyn Polmateer is a CFP® and ChFC® with 10 years of industry experience. He is currently with Bull Harbor Capital LLC and has previously worked at Northwestern Mutual and Lifeworks Advisors. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $355 million for over 400 clients, offering discretionary portfolio management, financial planning, and retirement-plan advisory services through a team of 28 advisors.

Jennifer Vanlandingham is a CFP® and Series 65-licensed financial advisor with 23 years of industry experience. She has been with D'Orazio & Associates, Inc. since 2004. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting mainly to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.

John Steigerwald is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Steigerwald, Gordon & Koch since 1996. Outside of advisory work, he is a partner in SGK Real Estate Investments, LLC, which manages the building housing their offices. Steigerwald, Gordon & Koch provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diversified approach across multiple asset classes and incorporates client-directed ESG considerations, while also providing advisory services on a fee-only basis.

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.

Paul Meehan is a CFA® charterholder with 19 years of industry experience. He has been with Edgemoor Investment Advisors, Inc. since 2006 and previously worked at Integrity Funds Distributor, Inc. from 2009 to 2016. Edgemoor Investment Advisors provides discretionary investment management and related services to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profit organizations, and a registered investment company. The firm follows a value-oriented, fundamental analysis approach, building concentrated equity and income portfolios designed for long-term holding, and offers financial planning at no additional charge to its advisory clients.

Matthew Gelfand is a CFP® and CFA® with 21 years of industry experience. He is currently with Princeton Global Asset Management LLC and has previously worked at Bank of America, Merrill, Tricolor Capital Advisors, Moreland Associates, and Rockefeller Capital Management. Outside of his advisory role, he serves on the Investment and Compensation Committees of The Forward Association and is a member of the Board of Advisors for The Journal of Taxation of Investments. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and endowments. The firm uses a fundamental analysis-based investment process tailored to clients’ specific needs and incorporates third-party managers and technology platforms to enhance portfolio management and estate-planning services.