Rosana Ralya is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Values Added Financial. She previously worked at Buckingham Asset Management and Focus Partners Wealth. Values Added Financial is a fee-only, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small- to mid-sized businesses. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing tailored investment policies with asset allocation, diversification, and ongoing monitoring.

Aina Moliner I Serra is a Series 65-registered advisor at Lynx Investment Advisory, LLC with two years of industry experience. She has worked at Lynx Investment Advisory since 2023 and has prior experience at Select Investment Solutions and Lenior Rhyne University. Lynx Investment Advisory provides investment consulting to individual and institutional clients, including high-net-worth individuals, families, trusts, endowments, foundations, and retirement plans. The firm builds customized multi-manager portfolios, conducts detailed manager vetting, and supports both discretionary and non-discretionary portfolio management, with a significant focus on non-discretionary assets and private pooled vehicles.

Luke Salzer is a financial advisor at Evermay Wealth Management, LLC in Arlington, VA. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to joining Evermay Wealth Management, he worked at T.M. Wealth Management, Cambridge Associates, and The Vanguard Group. Evermay Wealth Management 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, tailoring recommendations to clients' investor profiles, and offers discretionary and non-discretionary investment management alongside financial planning and retirement-plan consulting.

Carolyn Catlin is a CFP®-certified financial advisor at Lynx Investment Advisory, LLC with 10 years of industry experience. She previously worked at Fenway Financial Advisors, LLC from 2015 to 2026. Lynx Investment Advisory provides investment consulting to individual and institutional clients, offering services such as investment policy development, asset allocation advice, and manager selection. The firm builds customized, multi-manager portfolios and manages both discretionary and non-discretionary assets, including involvement with private pooled investment vehicles.

Keith Packard is a financial advisor at Activ8 Family Office LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Octagon Financial Services Inc. for 16 years. Outside of his advisory role, he writes for Forbes and maintains a personal blog focused on tax issues faced by athletes. Activ8 Family Office primarily serves professional athletes and their associated families, trusts, estates, retirement vehicles, and businesses. The firm offers a Holistic Client Management Program combining financial planning, investment management, cash management, and tax services, with customized portfolios that include third-party managers, alternative investments, and private funds.

Steven Brandt is a financial advisor at Acorn Financial Advisory Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Acorn since 2017, following a year at LPL Financial. He is a partner in a personal closed investment partnership, Path to AUM LLC, involving three licensed representatives. Acorn Financial Advisory Services, Inc. is a fee-only investment adviser managing approximately $1.4 billion in assets for individuals, families, trusts, charitable organizations, and small businesses. The firm offers globally diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, and provides subadvisory services and annuity contract administration.

Jacob Child is a financial advisor at Horizon Wealth with three years of industry experience and holds a Series 65 designation. Prior to joining Horizon Wealth in 2025, he worked at Impact Partnership Wealth, Market Guard, and has been a managing partner at Retirement Protection Solutions since 2018. He also serves as a tax strategy specialist on an estate planning team. Horizon Wealth is an SEC-registered team investment adviser serving individuals, trusts, and corporations. The firm focuses on retirement investing, income-replacement strategies, and financial independence, employing a fiduciary, asset-allocation approach using equities, ETFs, mutual funds, and alternative investments.

Joshua Kaplan is a CFP® with five years of experience in financial advising. He is currently associated with Armstrong, Fleming & Moore, Inc. and has held prior roles at Commonwealth Financial Network, Mariner Wealth Advisors, and Alpha Omega Wealth Management. Armstrong, Fleming & Moore provides portfolio management, financial planning, and retirement plan consulting services primarily to high-net-worth individuals and qualified retirement plans. The firm emphasizes tailored allocations and fundamental analysis, offering a range of services through partnerships with Commonwealth Financial Network.

John Fennig Jr. is a CFP® with 23 years of industry experience, currently serving at KFA Private Wealth Group, LLC. He has worked at KFA since 2015 and previously spent five years with Arete Wealth Management LLC. Outside of his advisory role, he is a 50% owner of FC Global LLC, which manages an office real estate lease. KFA Private Wealth Group advises individuals, trusts, estates, retirement plans, and business entities, offering financial planning, retirement plan consulting, investment management, and in-house tax preparation and accounting services. The firm uses goal-based strategic asset allocation with a mix of passive and active management and operates a wrap fee program that can reduce transaction costs for clients.

Rachel Lewis is a financial advisor at Values Added Financial with a Series 65 credential and one year of industry experience. Her prior work includes roles at Dame Caroline, LifeGuide Financial Advisors, Amplified Planning, and the Boston Institute of Finance. Before entering the financial advisory field, she held positions at King Arthur Baking Company and The Hershey Company. Values Added Financial is a fee-only, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small- to mid-sized businesses. The firm offers comprehensive financial planning, discretionary portfolio management, business consulting, project-based planning, and educational workshops, with an investment approach focused on tailored policies, diversification, and ongoing monitoring.

Amy Hoffman is a CFP® professional with 27 years of experience in financial advising. She has worked at Advisors Financial, Inc. since 2007 and previously spent five years at Cetera Advisor Networks LLC. In addition to her advisory role, she is licensed to sell fixed insurance products, including life, health, disability, annuities, and long-term care. Advisors Financial, Inc. provides customized investment management and financial planning services to individuals, trusts, estates, and various organizations, managing approximately $321 million in discretionary assets. The firm employs a team approach with an in-house investment committee that focuses on fundamental analysis and multi-year investment horizons while accommodating client-specific needs.

David Tebor is a CFP® with seven years of industry experience, currently serving as a financial advisor at Rembert Pendleton Jackson in Vienna, VA. His prior experience includes roles at Bingham Osborn & Scarborough and Virginia Tech University. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a Modern Portfolio Theory-based approach, offering both discretionary and non-discretionary programs and managing assets across various account types.

Angela Moreira is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 21 years of industry experience. She holds the Series 66 designation and has been with Folger Nolan Fleming Douglas since 2003. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, focusing on portfolio review, investment recommendations, and coordination with other professionals. The firm combines broker-dealer operations with a limited advisory business, tailoring investment strategies to client objectives and financial circumstances.

John Wolff is a CFP® with nine years of industry experience, currently serving as a financial advisor at Rembert Pendleton Jackson. He has worked at the firm and its affiliated entities since 2017 and previously held a position at North End Financial. Outside of advising, John manages MR Rupert LLC, a business involved in the resale of small stickers and used clothing. Rembert Pendleton Jackson offers investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm utilizes a Modern Portfolio Theory-based approach with diversified asset allocations and provides both discretionary and non-discretionary services.

John Edwards is a CFA® charterholder with 22 years of industry experience. He has been with Chesapeake Investment Management LLC since 2012. Chesapeake Investment Management provides fee-based, discretionary asset management and consulting services primarily for high-net-worth individuals, trusts, foundations, nonprofit organizations, corporations, and retirement plans. The firm focuses on customized portfolios emphasizing individual equities and fixed income, using a range of analytical methods and maintaining a client-specific investment approach.

Narges Zamani is a CFA® charterholder with 11 years of industry experience, currently serving at Pactolus. She has been with Pactolus Capital Partners since 2015 and Pactolus Private Wealth Management since 2014. Zamani holds the Series 63 designation and is based in Vienna, VA. She also serves as an advisory board member for both ACANSA Investment Management OCIO, focusing on endowments and foundations, and the Enquire Knowledge Expert Platform. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business entities. The firm offers customized investment advisory and portfolio management, financial and estate planning, and tax-aware investment advice, utilizing a discretionary management approach combined with quantitative and third-party research tools.

Jason Stinner is a CFA® charterholder with over 11 years of industry experience. He has worked at Hopwood Financial Services, Inc. since 2024 and previously spent ten years at Nolan Financial. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management along with financial planning and retirement plan consulting. The firm employs an Investment Committee to oversee client-specific portfolios and manages approximately $666.6 million across six offices with a six-advisor team.

Claudia Bruce is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with McLean Asset Management Corporation, where she has worked since 2023, following prior roles at Yeske Buie and teaching positions at Virginia Tech and other educational institutions. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a multi-advisor team approach and utilizes Modern Portfolio Theory with a focus on broad asset allocation, tax-managed strategies, and ESG screening options.

Anders Lundegard is a CFP® and ChFC® with 22 years of industry experience, currently serving as an advisor at Capitol Private Wealth Group LLC since 2016. He is also a self-employed musician and founder of The Swedish Jazz, a performing group. Lundegard owns a tax preparation service and has a background in managing other small businesses. Capitol Private Wealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including ETFs, individual securities, bonds, and alternative instruments, and distinguishes itself by integrating tax and accounting services alongside the use of structured products and derivatives in client portfolios.

Harrison Mc Quaig is a CFP® at Rothschild Capital Partners with one year of industry experience. His prior roles include positions at Bogart Wealth, LLC, Resource Planning Group, Ltd, and G Squared Funding, LLC, as well as time at The University of Georgia. Rothschild Capital Partners provides discretionary portfolio management, wealth planning, and consulting services primarily for individual and high-net-worth investors, trusts, estates, and charitable organizations. The firm combines top-down macro analysis with fundamental and technical security evaluation and is notable for its private fund operations, use of derivatives and margin, and structured conflict management procedures.