Eric Showalter is a CFP® with 20 years of experience in the financial services industry. He is a principal at Arbor Private Wealth, LLC and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory role, he serves as the Investment Committee Chair for the Community Foundation of Loudoun and Fauquier Counties and is the treasurer for a local school board campaign. Arbor Private Wealth serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and investment management tailored to both high-net-worth and non-HNW clients. The firm manages portfolios through a structured planning process and utilizes a mix of mutual funds, ETFs, individual securities, and Independent Managers, overseeing both discretionary and non-discretionary accounts.

Amy Showalter is a Series 65-licensed financial advisor with Arbor Private Wealth, LLC, where she has worked since 2022. She has three years of industry experience and previously was involved with the Northern Virginia Volleyball Association and Ashburn CrossFit. Outside of her advisory role, she has experience as a homemaker. Arbor Private Wealth serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and investment management to both high-net-worth and non-HNW clients. The firm provides tailored portfolios through ongoing planning and manages assets using mutual funds, ETFs, individual securities, and independent managers, with a focus that includes both discretionary and non-discretionary accounts as well as an institutional retirement-plan 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.

Matthew Hutchison is a financial advisor at Abich Financial Wealth Management, LLC, holding a Series 65 designation. He has been with the firm since 2023 and previously worked at Carmax and Tractor Supply Company. Hutchison has no prior industry experience before joining Abich Financial. Abich Financial Wealth Management is an SEC-registered, five-advisor team providing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment process combining fundamental, technical, cyclical, and charting analysis, and offers discretionary and non-discretionary portfolio management alongside third-party manager access and educational workshops.

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.

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.

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.

Karen Lewis is a financial advisor with The Lewis Financial Group in Ashburn, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior experience includes nine years with Wells Fargo Clearing and seven years with Wells Fargo Advisors LLC. She is also an individual agent for fixed insurance sales outside of her advisory role. The Lewis Financial Group serves individuals, high-net-worth clients, trusts, estates, foundations, and business entities by providing investment management, financial planning, and consulting. The firm employs a mix of active and passive strategies to build risk-adjusted, tax-aware asset allocations and utilizes various platforms and managed account programs to implement client strategies.

James Ventrelli is a financial advisor at AMJ Financial Wealth Management LLC with a Series 65 credential and three years of industry experience. He has been with AMJ Financial since 2022 following an eight-year period as a student. AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management services to individuals, families, trusts, retirement plans, foundations, and institutions. The firm employs a combination of top-down macroeconomic analysis and quantitative sector evaluations to guide its investment decisions and offers additional services such as retirement-plan advisory and small-business consulting.

Thomas Bryan is a financial advisor at Abich Financial Wealth Management, LLC in Ashburn, VA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Equitable Advisors, LLC and various positions outside the financial sector. Abich Financial Wealth Management is a five-advisor team providing 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 financial planning, and access to third-party managers and wrap-fee programs.

Harry Karageorge is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors in Leesburg, VA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Steigerwald, Gordon & Koch for 10 years. Steigerwald, Gordon & Koch provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diverse investment approach including equities, fixed income, and ETFs, with an emphasis on ongoing monitoring, rebalancing, and cash management, while offering ESG integration and consulting services upon client request.

John Mullis is a financial advisor with AMJ Financial Wealth Management LLC in Leesburg, VA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with AMJ Financial since 2012. In addition to his advisory role, Mullis sells fixed annuities through a separate business under the DBA AMJ Financial LLC, working approximately four hours per week. AMJ Financial Wealth Management serves individual and high-net-worth clients as well as institutional clients such as retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary investment management and financial planning, using a research process that integrates macroeconomic, fundamental, and quantitative analysis to implement tailored portfolios.

Stephanie Muskovac is a financial advisor at Toth Financial Advisory Corp with a Series 65 designation and two years of industry experience. Prior to joining Toth Financial in 2022, she served in the United States Navy from 2014 to 2022. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, managing approximately $1 billion in client assets. The firm employs a buy-and-hold investment approach focused on fundamental analysis and economic cycle assessments, and it also acts as the general partner to a private pooled investment vehicle with a performance-based compensation structure.

Todd Pettibon is a financial advisor at Toth Financial Advisory Corporation in Leesburg, VA, holding a Series 65 license with five years of industry experience. Prior to joining Toth Financial in 2020, he worked at Deloitte Consulting and served in the United States Navy from 1993 to 2019. 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 emphasizes fundamental analysis and a buy-and-hold investment approach, incorporating leverage and options as part of its strategy, and operates a private pooled investment vehicle with performance-based compensation.