Mark Child is a financial advisor at Sound Investment Management Inc with 27 years of industry experience. He holds a Series 66 designation and has been with Sound Investment Management since 1998. The firm serves individual investors, high-net-worth individuals, family trusts, estates, and not-for-profit organizations, managing approximately $243 million across about 131 client relationships. Sound Investment Management emphasizes non-discretionary portfolio management with a multi-advisor team, combining institutional trading and compliance experience with professional credentials in investment analysis and financial planning.

Joseph Constantino is a financial advisor at Wiseman & Associates Wealth Management in Winchester, VA. He holds a Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at LPL Financial LLC and the University of Tennessee, Knoxville. Wiseman & Associates Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on diversified, largely index-based strategies and offers both discretionary and non-discretionary portfolio management, utilizing platforms such as Betterment Institutional.

Anise Faircloth is a financial advisor at Berg Faircloth Investment Advisors with 13 years of industry experience. She has been with Berg Faircloth Advisors Corp. since 2013 and has affiliations with related Berg Faircloth entities dating back to 2010. Outside of advisory work, she serves as a firm administrator for an accounting firm, Berg Faircloth & Company. Berg Faircloth Investment Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs fundamental and cyclical analysis with both long- and short-term trading strategies, tailoring portfolios to client objectives and risk tolerances.

Tirumala Kollur is a financial advisor at Sampatti Financial LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Sampatti Financial since 2015, as well as at Isolvers Inc and CGH Technologies, Inc. Kollur is based in Leesburg, VA. Sampatti Financial LLC provides discretionary asset management and employee benefit plan advisory services to individuals, high-net-worth clients, and small businesses. The firm employs a blend of fundamental, technical, and charting analysis across various investment strategies, managing portfolios on a discretionary basis tailored to clients’ risk tolerance and objectives.

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.

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.

Ricky Faircloth is a financial advisor at Berg Faircloth Investment Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in various related businesses since 1980, including ownership of a tax preparation and accounting firm where he serves as a CPA. Additionally, he owns and operates a farm and real estate sales business in Virginia. Berg Faircloth Investment Advisors provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs fundamental and cyclical analysis with both long- and short-term trading strategies across multiple asset classes and integrates tax and accounting advice through its affiliation with an accounting practice.

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.

Caroline Ludwick is a financial advisor at AMJ Financial Wealth Management LLC with a Series 65 credential and two years of industry experience. Her prior work includes roles at Fannie Mae and FINRA, as well as positions at James Madison University and Highlands Swim and Tennis Club. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, small business consulting, and legacy management. The firm employs a research-driven investment process and offers client-specific portfolios, educational workshops, and a range of retirement plan services.

Tyler Steigerwald is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors, holding a Series 65 credential and has been in the industry since 2023. Prior to joining SGK Wealth Advisors, he worked in local government and education roles. 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 investment approach with ongoing monitoring and incorporates client-directed ESG considerations, offering both long- and short-term strategies.

Joseph Scanlan is a financial advisor at Toth Financial Advisory Corp with a Series 65 designation and over a decade of experience in the industry. He previously worked at Lowers Risk Group for ten years and operated Scanlan Consulting for one year before joining his current firm. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, and also manages a private pooled investment vehicle. The firm employs a fundamental, buy-and-hold investment approach combined with the use of leverage and macroeconomic asset allocation adjustments, catering to sophisticated investors.

Kenneth Bowen is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with Toth Financial Advisory Corp since 2013. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, as well as investors through a private pooled vehicle. The firm manages approximately $1 billion in assets and employs a fundamental, buy-and-hold investment approach combined with leveraged instruments and macroeconomic adjustments, catering to sophisticated investors.

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.

David Ocasio is a ChFC® credentialed advisor at Horter Investment Management, LLC with four years of industry experience. He previously worked at Patriot Advisory Group and has been involved with Highland Capital Brokerage since 2005. Ocasio is also the owner and sole proprietor of Ocasio Financial Services, where he operates as an annuity wholesaler. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, pension plans, and corporations. The firm utilizes a combination of model and multi-manager portfolios, third-party money managers, and alternative investments as part of its investment oversight.

Angela Bender is a CFP® with 20 years of industry experience, currently serving at AMJ Financial Wealth Management LLC in Leesburg, VA. She has been with AMJ Financial since 2007 and also works with OSAIC since 2014. Outside of her advisory role, she is president of the Loudoun Estate Planning Council. AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management to a range of clients including individuals, families, trusts, retirement plans, foundations, and institutions. The firm combines macroeconomic analysis with fundamental and quantitative research to manage client portfolios and offers specialized services such as retirement-plan advisory and small-business consulting.

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.

Jennifer Mascarenas is a CFP® with three years of industry experience, currently serving as a financial advisor at Steigerwald, Gordon & Koch - Wealth Advisors. Her prior experience includes roles at Bogart Wealth, Northern Trust, and Mariner Wealth Advisors. Steigerwald, Gordon & Koch provides discretionary investment advisory services and financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to client objectives across various asset classes and employs both long- and short-term strategies while monitoring accounts on an ongoing basis.

Kevin Arbogast is a financial advisor at Toth Financial Advisory Corp in Leesburg, VA, holding a Series 65 designation with 14 years of industry experience. He has been with Toth Financial Advisory Corporation since 2010. Toth Financial provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, managing approximately $1 billion in client assets. The firm combines fundamental company analysis with a buy-and-hold strategy and incorporates leverage and macroeconomic views in managing both individual accounts and a private pooled investment vehicle.

Sean Mc Carthy is a financial advisor at AMJ Financial Wealth Management LLC with a Series 65 credential and approximately one year of industry experience. Prior to joining AMJ Financial Wealth Management, he held positions at Bogart Wealth and several educational institutions, including Virginia Tech University and Northern Virginia Community College. AMJ Financial Wealth Management provides financial planning and discretionary investment management services to individuals, families, trusts, retirement plans, foundations, and institutions. The firm combines top-down macroeconomic analysis with fundamental and quantitative research to guide portfolio decisions and offers specialized retirement-plan services and small-business consulting.

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.