Robert Copeland is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Professional Financial Solutions, LLC since 2018 and previously worked at USAA financial planning services and Madison Wealth Management, LLC. He also has experience with the Museum of the Bible. Professional Financial Solutions, LLC primarily serves individual clients and small business owners, offering financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive investment approach using diversified mutual funds and ETFs, managing over $409 million in client assets as of December 2025.

Jaime Quiros is a CFP® certificant with 13 years of experience in the financial industry. He has worked at FBB Capital Partners since 2014 and holds Series 63 and Series 66 licenses. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, offering financial planning, discretionary portfolio management, and alternative investment recommendations. The firm manages approximately $2.39 billion across a team of 11 advisors, using diversified, low-cost portfolios supported by fundamental and quantitative analysis and employing model portfolio structures to guide investment decisions.

Charles Cooke is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the financial advisory industry. He is currently a partner at Allegiance Financial Group, where he has worked since 2021, and has held roles at The Strategic Financial Alliance, Inc., Acorn Financial Advisory Services, Inc., and Cooke Capital Inc. Outside of his advisory work, he is a partial owner of Banksy Holdings LLC, a holding company. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. The firm focuses on strategic asset allocation guided by Modern Portfolio Theory and a long-term investment approach, offering discretionary and non-discretionary investment management alongside flexible financial planning and retirement plan consulting.

Michael Perhac is a Certified Financial Planner™ (CFP®) with 13 years of industry experience. He has been with Trumbower Financial Advisors LLC since 2015. Trumbower Financial Advisors serves individuals, families, and various institutions with comprehensive financial planning, portfolio management, and tax compliance services. The firm follows a documented five-step investment advisory process focused on a Conservative Fixed Income approach and manages a substantial asset base with an emphasis on non-discretionary client relationships.

Andrew Eskelsen is a CFA® charterholder with 11 years of industry experience. He has worked at D'Orazio & Associates, Inc. since 2020 and previously held roles at Booz Allen Hamilton and Compass Point Research & Trading, LLC. Eskelsen is based in Vienna, VA, and holds a Series 66 license. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified approach, managing roughly $1.32 billion across about 285 client relationships.

Anuj Grover is a CFP® with 25 years of experience in the financial industry. He is a member of the Lake Street team in Bethesda, MD, and previously worked at Wells Fargo Clearing from 2016 to 2021. Grover is also co-trustee and holds power of attorney responsibilities related to family estate planning. Lake Street serves individual and high-net-worth clients, business entities, retirement plans, trusts, estates, charitable organizations, private foundations, and insurance companies. The firm employs a multi-faceted investment approach that includes fundamental, technical, and cyclical analyses, emphasizes asset-class allocation and tax awareness, and offers access to affiliated private investment funds for qualified investors.

Patrick Johnson is a financial advisor with Capital Investment Advisors and holds a Series 66 designation. He has seven years of industry experience and has previously worked with Cambridge Investment Research, Capital Asset Management Group, MB Advisors, and Salisbury University. Capital Investment Advisors is a six-advisor SEC-registered firm managing approximately $374 million for individual clients, trusts, pension and profit-sharing plans, and nonprofit entities. The firm offers individualized financial planning and portfolio management, supplemented by proprietary educational programs and workshops tailored to different career stages.

Stuart Rainer is a financial advisor at NobleBridge Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. Rainer has been with NobleBridge Wealth and its affiliated Northern Virginia Wealth advisory business since 2019. NobleBridge Wealth Management provides investment management, financial planning, retirement-plan consulting, and project-based services to individuals, high-net-worth families, trusts, estates, retirement plans, and charitable organizations. The firm employs a combination of fundamental, technical, and quantitative analysis, offering multiple investment strategies through both in-house and third-party managers.

Tina Babicz is a CFP® professional with over 20 years of experience in financial planning and advisory services. She has been with CJM Wealth Advisers, Ltd. since 2000 and also serves as an adult education instructor in basic financial planning for Fairfax Public Schools. CJM Wealth Advisers, Ltd. offers discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individual and institutional clients. The firm manages portfolios through its wrap-fee program using a range of investment vehicles and employs both fundamental and technical analysis across various strategies.

Brett Roper is a CFP® certificant with 21 years of industry experience, currently serving at Rembert Pendleton Jackson in Vienna, VA. He has been with the firm and its predecessor entities since 2004, contributing to its operations for over 19 years. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to a diverse client base including high-net-worth individuals, plan sponsors, and charitable organizations. The firm employs a client-specific, Modern Portfolio Theory-based approach, utilizing various securities and third-party managers, with a balanced offering of discretionary and non-discretionary programs.

Mary Price is a financial advisor at CJM Wealth Advisers, Ltd. in Falls Church, VA, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at Wealthspire Advisors and Joel Isaacson & Co, as well as experience outside finance with organizations such as Syracuse Opera and Classical Theatre of Harlem. CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, and retirement plan consulting to individual and institutional clients, including high net worth individuals, pension plans, and charitable organizations. The firm employs a range of investment strategies across mutual funds, ETFs, equities, and fixed income within its multi-office structure and proprietary wrap-fee platform.

Daniel White is a CFA® charterholder with one year of industry experience, currently serving as an advisor at The Ithaka Group, LLC since 2014. He is based in Arlington, VA, and works within a team of five advisors. The Ithaka Group, LLC provides discretionary and non-discretionary investment advisory and portfolio management services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and registered investment funds. The firm employs a concentrated growth investment style focused on high-quality publicly listed companies, offering portfolios aimed at long-term capital appreciation with low turnover.

Timothy Alvarado is a CFP® with seven years of industry experience. He has worked at Activ8 Family Office LLC since 2025 and previously spent seven years at Octagon Financial Services, Inc., and two years at Dixon Hughes Goodman, LLP. Activ8 Family Office primarily serves professional athletes and their families, offering integrated financial planning, investment management, cash management, and tax services. The firm uses outsourced CIO and TAMP platforms, including Dynasty Wealth Management portfolios and private fund investments, to tailor client portfolios to individual objectives.

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.