James Birks is a financial advisor with Birks Financial Corp. in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Birks Financial Corporation since 1996 and previously with Signator Investors, Inc. since 1989. In addition to his advisory role, he is an insurance agent representing various companies, including John Hancock Life Insurance Company. Birks Financial Corp. advises individual and trust clients on retirement planning and investment management through written financial plans, ongoing planning, and assistance with investment policy statements. The firm follows a long-term, risk-tolerance based investment process, managing assets on a non-discretionary basis and offering clients access to third-party estate-planning services.

Timothy Mayer is a financial advisor at PrimeauMayer Financial with six years of industry experience. He holds a Series 65 designation and has worked at several related entities since 2016, including his own firm, Mayer Practice Limited Liability Company, which provides life and health insurance services. PrimeauMayer Advisors LLC offers investment management and financial planning services to individual and high-net-worth clients. The firm utilizes third-party sub-advisers to manage model portfolios tailored to clients’ risk profiles and administers a wrap-fee program combining advisory services and trading costs.

Christian Polito is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He is currently with Clarion Wealth Management Partners and has previously worked at EverSource Wealth Advisors, Commonwealth Financial Network, Spire Investment Partners, Keel Point, McAdam LLC, and VOYA Financial Advisors. Christian is also licensed to provide non-variable insurance and annuities as a side activity. Clarion Wealth Management Partners offers investment advisory and financial planning services to individuals, high-net-worth households, small business owners, nonprofit organizations, retirement plans, and corporations. The firm provides both discretionary and non-discretionary account management, utilizing long-term buy-and-hold and short-term trading strategies across various securities and emphasizes participant education and retirement planning services.

Peter Rechter is a CFP® professional with 25 years of industry experience. He has been with Rechter Wealth Management, LLC since 2003, where he serves as one of two advisors. The firm provides portfolio management and financial planning services primarily to individual clients, as well as to small businesses, non-profits, trusts, and estates. Rechter Wealth Management, LLC manages approximately $98.7 million in billable assets, operating on a non-discretionary basis with a focus on tailored multi-asset allocation plans and diversified mutual fund exposures. The firm is notable for its client-approval trading process, quarterly portfolio reviews, and a CFP-led oversight approach.

Robert Fredeen III is a financial advisor at AD Deum Funds, LLC with five years of industry experience. He holds Series 65 and Series 66 credentials and has worked at multiple firms including AGM Institute, Bull Run Financial Group, and Mass Mutual Investors Services. AD Deum Funds primarily serves individual investors through discretionary portfolio management, investment planning, and sub-advisory services. The firm employs an options-centric investment approach using algorithmic tools and option dealer positioning signals, and offers additional services such as a paid newsletter, subscription-based consulting, and a multi-tier subscription dashboard.

Gladwyn Financial Advisors, Inc. is owned and operated by Timothy T. Murray and his wife Polly A. Murray. Tim has lived in Northern Virginia since 1972, has been a small business owner since 1993, and a financial planner since 2002. In 2000, Tim and Polly closed their learning center to allow Tim to fully pursue what had been, for many years, his undeniable interest — personal finance. After completing the required coursework and passing the CFP exam in 2002, Tim affiliated with Capital Planning & Investments, Inc. in Fairfax, as a financial planner and investment advisor. In 2005, Tim decided to go it alone and founded Murray Financial, Inc., a registered investment advisory (RIA) firm, which was subsequently renamed Gladwyn Financial Advisors in 2021. Tim’s motivation to start this business was his belief that fee-based investment advice alone, as opposed to dual agency (fee and commissioned based) was most appropriate for, not only him, but more importantly, his clients. As an RIA-only, Tim was then able to serve his clients without the corporate or institutional conflicts-of-interest prevalent in the financial services industry. Gladwyn’s investment advice revenue is limited to hourly charges or fees based on assets under management (AUM). While no longer preparing income tax returns for clients, Tim has been an income tax practitioner since 1986. He is a member of the National Association of Tax Preparers and annually maintains and improves his tax knowledge by way of continuing education courses. In 2006, after discovering that several new clients had previously made very poor divorce settlement decisions, Tim went back to school (again) to earn the Certified Divorce Financial Analyst® (CDFA®) designation so that he could be better equipped to help those going through this very emotional difficult and financially trying time. With Tim's wide range of education, work, and life experiences, he provides a broad and balanced perspective to financial decisions. He enjoys and is fully dedicated to educating others on their personal finances. Whether you are a recent retiree, in mid-career, a small business owner, or a new college graduate, Tim and his team are prepared to help you meet your financial goals and provide you with client-centered financial planning, investment, and tax advice.

Stephen Guokas is a financial advisor at Kuhn & Company Investment Counsel, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at JP Morgan Chase, Simplicity Wealth Management, and Raymond James. Outside of finance, he has been involved with the Grant Park Music Festival. Kuhn & Company Investment Counsel is a registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and consulting services, utilizing approaches such as fundamental and cyclical analysis and modern portfolio theory, and may employ third-party manager programs and tax-management techniques like tax-loss harvesting.

Josiah Hunter is a financial advisor at Revolution Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at MML Investor Services and Mass Mutual Life Insurance Company. Hunter is also the owner of Lindsey Business Group, which offers various insurance products, and JR Hunter, Inc., a CPA and tax preparation service. Revolution Wealth, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, quantitative, and technical analysis, guided by modern portfolio theory, and offers discretionary portfolio management along with individualized Investment Policy Statements.

Kelly Conner Haslbeck is a financial advisor at Clarion Wealth Management Partners with seven years of industry experience. She holds a Series 66 designation and has worked at Clarion since 2015, after a brief tenure at EverSource Wealth Advisors. Kelly is also licensed to provide non-variable insurance and annuities. Clarion Wealth Management Partners serves individuals and families, including high-net-worth clients, as well as small business owners, nonprofit organizations, and employer-sponsored retirement plans. The firm offers investment management, financial planning, and retirement plan consulting, combining traditional and wrap fee programs with educational seminars and workshops.

Thomas Wiseman II is a financial advisor with Wiseman & Associates Wealth Management in Middleburg, VA, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been affiliated with several entities bearing his name since 1986 and has worked with LPL Financial since 2007. Outside his advisory work, he is the managing member of a family investment LLC. Wiseman & Associates Wealth Management serves individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management, retirement consulting, and financial planning. The firm employs a broadly diversified investment approach based on Modern Portfolio Theory and fundamental analysis, utilizing both traditional management and a web-based platform through Betterment Institutional.

Kevin Fisher is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has held leadership roles at several affiliated entities, including President and CEO of Northwest Capital Management and Northwest Financial Advisors. Fisher’s background includes work with LPL Financial and multiple Northwest-branded financial service companies. Northwest Financial Advisors LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities by providing customized portfolio management and financial planning. The firm emphasizes a long-term, asset-allocation-driven investment approach and utilizes LPL Financial custodial programs alongside an Outsourced Chief Investment Officer platform for portfolio oversight.

Eric Thomas is a financial advisor at Heritage Financial LLC with a Series 65 designation and one year of industry experience. Prior to joining Heritage Financial, he worked in IT support at Texas Tech University and served nine years in the United States Marine Corps. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm uses a LifeMap Discovery process to develop tailored plans and constructs portfolios using a core-and-satellite approach with broadly diversified mutual funds and ETFs, often implementing strategies through independent third-party advisers.

Robert Reardon is a financial advisor at Hendershot Investments, Inc. with four years of industry experience. He holds a Series 65 designation and has been with Hendershot Investments since 2020. Prior to his advisory role, he spent four years at Pennsylvania State University. Hendershot Investments provides fee-only, discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a fundamental, long-term investment approach emphasizing high-quality companies, intrinsic-value analysis, and conservative fixed-income laddering, supported by AI and machine-learning tools, and maintains regular investor communications.

Nicole Davis is a financial advisor with Northwest Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Northwest Financial Advisors LLC, Northwest Financial Group LLC, and LPL Financial for over a decade in various roles. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven investment approach, tailoring portfolios based on client time horizons, risk tolerance, and objectives, while utilizing LPL Financial custodial programs and an Outsourced Chief Investment Officer program to support portfolio oversight and manager due diligence.

Patrick Moore is a financial advisor at Hughes Financial Services, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Hughes Financial Services since 2016. Prior to joining the firm full-time, he also worked at George Mason University from 2016 to 2018. Hughes Financial Services is a team-based registered investment adviser with nine 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 utilizing firm-developed model portfolios and a combination of fundamental, cyclical analysis, and modern portfolio theory.

Andrew Downey is a financial advisor with Heritage Financial LLC in Gainesville, VA, holding a Series 65 designation and two years of industry experience. Before joining Heritage Financial in 2024, he worked in various educational roles, including positions with Prince William County and Culpeper County Public Schools. Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses, and corporations, managing approximately $408 million in assets for about 350 clients through a seven-advisor team. The firm employs a LifeMap Discovery process to customize financial plans and uses core-and-satellite allocations with third-party model portfolios, managing most accounts on a discretionary basis.

Berkeley Meredith is a CFP® with eight years of industry experience, currently serving as an advisor at Hughes Financial Services, LLC. Meredith has been with Hughes Financial Services since 2017 and previously worked at Virginia Tech from 2013 to 2017. Hughes Financial Services is a team-based registered investment adviser with nine 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.

Drew Culver is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Councilor Wealth LLC in Bristow, VA. His prior roles include positions at May Barnhard Investments, Curo Private Wealth, Commonwealth Financial Network, Clarion Wealth Management Partners, and Ameriprise Financial Services. Councilor Wealth provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to develop long-term investment strategies tailored to client goals.

Yahia Albaghdadi is a financial advisor at Heritage Financial LLC with a Series 65 designation and one year of industry experience. Prior to joining Heritage Financial, he held roles at Goldman Sachs, Ridgely Walsh, LLC, and GameDuell GmbH. His background also includes academic positions at Bard College Berlin, LCC International University, and United World College, Dilijan. Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses, and corporations, providing investment management and financial planning. The firm uses a LifeMap Discovery process to tailor core-and-satellite allocations and manages approximately $408 million in assets for around 350 clients through a seven-advisor team.

Jill Bertke is a CFP® and holds a Series 66 license, with 23 years of industry experience. She has worked at LPL Financial since 2004 and has been with TVAMP, LLC since 2019. She previously worked at Wealthcare Advisory Partners LLC and Equitable Advisors. Bertke serves as successor trustee for family trusts. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios primarily composed of mutual funds and ETFs, and offers services such as written financial plans, retirement-plan advisory, and sub-advisory relationships.