Pedrom Sadeghi is a CFP® and Series 65-registered advisor with Hopwood Financial Services, Inc. He has four years of industry experience, including roles at Hopwood Financial Services and S. Mostafa Sadeghi, CPA. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management alongside financial planning and retirement plan consulting. The firm uses an Investment Committee to oversee a diverse portfolio approach with multi-year holding horizons and maintains a team-based structure with six advisors managing approximately $666.6 million.

Ariel Weisbard is a CFP® and Series 65-registered advisor with eight years of industry experience. He has worked at Values Added Financial since 2017 and maintains a law practice specializing in estate planning, nonprofit, and employment law. He also writes investment and financial articles on a freelance basis. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes customized asset allocation and diversification, combining ongoing portfolio supervision with flexible engagement options including project-based work and educational presentations.

James Patterson is a CFP® with 19 years of industry experience currently serving at KFA Private Wealth Group, LLC. He has worked at Arete Wealth Management and Spire Securities, LLC prior to his current role. In addition to his advisory work, he holds a license as an insurance agent. KFA Private Wealth Group advises individuals, trusts, estates, retirement plans, and business entities, providing financial planning, retirement consulting, investment management, and in-house tax and accounting services. The firm employs goal-based strategic asset allocation with broad diversification, combining passive and active management, and operates a wrap fee program to reduce transaction costs for clients.

Victoria Henry is a CFP® with 13 years of industry experience and holds the Series 66 designation. She has been with West Financial Services, Inc. since 2016, where she currently serves as part of a 22-advisor team. West Financial Services, Inc. is a fee-only, SEC-registered investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm employs a client-specific, diversified investment approach with a core-and-satellite equity strategy, laddered fixed-income allocations, and tactical adjustments based on quantitative and qualitative research.

Samantha Buchanan is a financial advisor at Allegiance Financial Group with a Series 65 designation and one year of industry experience. Prior to her current role, she held positions at Compass Wealth Management and Bloomin' Brands, among others. Allegiance Financial Group Advisory Services LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. The firm’s investment approach focuses on strategic asset allocation grounded in Modern Portfolio Theory, with client accounts typically monitored quarterly.

Matthew Elmore is a financial advisor at Sargent Investment Group with 17 years of industry experience. He holds a Series 66 designation and has previously worked at T.M. Wealth Management and Ameriprise Financial Services. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning 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 uses third-party managers and technology to monitor risk and performance, also serving as an investment manager to private funds for accredited investors.

Neil Kaplan is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Caitlin John, LLC and previously worked at Guardian Pointe Private Wealth Management, LLC. Outside of his advisory role, he owns and operates KIS Financial, LLC, a business focused on college funding solutions and insurance products. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions, offering investment management, financial planning, consulting, and qualified retirement plan services. The firm provides personalized investment programs through a team of registered investment adviser representatives, utilizing a range of strategies and instruments, including proprietary dynamic allocation strategies and consulting on non-traditional investments.

William Pitt is a financial advisor with Evermay Wealth Management, LLC in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Evermay since 2009. Evermay Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a team-centric advisory model with tailored client service levels and integrates investment, tax, and estate planning through affiliated services and technology.

Tanya Carson is a Series 65-licensed financial advisor with West Financial Services, Inc. in McLean, VA, bringing nine years of industry experience. She has spent her entire professional career at West Financial Services, working in various roles since 2016. West Financial Services, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary and non-discretionary investment management, financial planning, consulting, and retirement plan services. The firm serves individuals, retirement and profit sharing plans, charitable organizations, and corporations, managing approximately $2.8 billion with an investment approach focused on diversified, client-specific asset allocation and a core-and-satellite equity strategy.

Gay Truscott is a CFP® with 14 years of industry experience, currently serving as Senior Vice President at Edgemoor Investment Advisors, Inc. She has been with Edgemoor and Integrity Funds Distributor, LLC since 2011. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to build concentrated equity and income portfolios intended for long-term capital preservation, appreciation, and income.

James Mersereau is a CFA® charterholder with 35 years of industry experience, currently serving at Carderock Capital Management, Inc., where he has worked since 1986. He is part of a four-advisor team based in Chevy Chase, MD. Carderock Capital Management is an independent SEC-registered investment manager serving individuals, high-net-worth clients, trusts, estates, pension, and charitable accounts. The firm employs an active, long-term management approach with customized investment plans and continuous portfolio supervision.

Michael Wakeham is a financial advisor at Acorn Financial Advisory Services, Inc. He holds a Series 65 designation and has worked in the financial industry since 2015, including positions at Bloomsbury Wealth and Caroline Banks & Associates Ltd. He is currently based in Reston, VA. Acorn Financial Advisory Services provides personalized financial planning and investment management to individuals, families, trusts, charitable organizations, and small businesses. The firm manages approximately $1.23 billion across about 2,300 to 2,400 clients, offering both custom and model-based portfolios with discretionary and non-discretionary management.

William Mc Caffrey is a CFP® and Series 65-licensed advisor with three years of industry experience. He has worked at Glassy Mountain Advisors since 2022 and previously at AIM Advisors. Prior to his financial advisory career, he was employed at Virginia Tech and Landmark Reclamation Co. Glassy Mountain Advisors provides wealth management to individual and institutional clients, focusing on high-net-worth individuals with discretionary investment management and integrated financial planning. The firm employs a value-oriented, fundamentals-based investment approach and offers customized portfolios including ESG-focused options.

Wesley Reed is a financial advisor at Chesapeake Investment Management LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Hanover Company and Florida Financial Advisors. Prior to his financial career, he spent five years working at Wintergreen Ski Resort and four years with the YMCA. Chesapeake Investment Management provides fee-based, discretionary asset management and consulting services to high-net-worth individuals, trusts, foundations, nonprofit and charitable organizations, corporations, and retirement plans. The firm focuses on customized investment strategies using primarily individual equities and fixed income, employing a combination of fundamental, technical, cyclical, and quantitative analysis.

Christina White is a CFP® professional with 17 years of industry experience. She is currently with Kilter Group and has previously worked at firms including Beacon Pointe Advisors and VOYA Financial Advisors. In addition to her advisory role, she is licensed as an insurance agent with Beacon Pointe Insurance Services. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension-plan sponsors. The firm employs a top-down, macro tactical asset-allocation strategy and integrates technology-enabled tools, offering discretionary and non-discretionary portfolio management alongside estate-planning and pension consulting services.

Anthony Logiudice is a financial advisor at AtCap Partners, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at National Securities Corp and Ceros Financial Services, Inc. Outside of advising, he is the owner of A+D All Day LLC, an auto transport startup that is not currently operating. AtCap Partners provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a mix of proprietary strategies, sub-advisors, and outside managers, incorporating both fundamental and technical analysis, including market-timing techniques.

Tricia Lepofsky is a Series 65-credentialed advisor with KFA Private Wealth Group, LLC, where she has worked for 10 years. She has five years of industry experience and previously spent 13 years with the First Church of Christ, Scientist. Lepofsky serves as president of the Washington DC chapter of the Austin Peay University National Alumni Association. 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 uses goal-based portfolios with strategic asset allocation and a combination of passive and active management.

Jason Rizkallah is a financial advisor at McLean Asset Management Corporation with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining McLean Asset Management in 2019, he worked at Charles Schwab & Co., Inc. from 2012 to 2019. Outside of his advisory role, he serves as a board member of the Montgomery Countryside Alliance, where he provides education on general investing and financial topics. McLean Asset Management Corporation offers investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory and broad asset allocation principles, using no-load mutual funds, ETFs, and approved managers, and provides specialized strategies such as tax-managed equity and ESG screening.

Stephen Wintermeier is a CFP® with 21 years of industry experience, currently serving at Lynx Investment Advisory, LLC. He previously worked at Fenway Financial Advisors, LLC for 20 years. He is the author of a self-published book titled "Grand Theft Portfolio." Lynx Investment Advisory provides investment consulting to individual and institutional clients, focusing on customized multi-manager portfolios and comprehensive manager vetting. The firm manages both discretionary and non-discretionary assets, serving high-net-worth individuals, families, trusts, endowments, foundations, and retirement plans.

Andrew Sponaugle is a CFP® certified financial advisor with 16 years of industry experience. He has worked at Evermay Wealth Management, LLC since 2017 and previously spent six years with United Capital Financial Advisers. Evermay Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-centric approach to investment management and financial planning, tailoring recommendations to clients' specific investor profiles and providing discretionary and non-discretionary services across a range of asset classes.