Sebastian Florero is a CFP® and Series 65-registered financial advisor at D'Orazio Wealth Advisors with one year of industry experience. He previously worked at VLP Financial Advisors and has a diverse background that includes roles outside finance, such as working at Five Guys and teaching at Annadale High School. D'Orazio Wealth Advisors offers 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 investment approach and manages approximately $1.32 billion across about 285 client relationships.

Andrew Leonard is a Certified Financial Planner® with 19 years of industry experience. He has been with Geometric Wealth Advisors, LLC since 2014 and previously worked at Classic Capital, Inc. from 2007 to 2015. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services. The firm follows a long-term, diversified investment approach using primarily passive mutual funds and ETFs, supported by an in-house tax team and periodic estate-plan reviews.

Theron Weimer is a financial advisor at KFA Private Wealth Group, LLC with 20 years of industry experience and holds a Series 66 designation. His prior work includes roles at Arete Wealth Management LLC and Ameriprise. There are no other notable outside business activities reported. 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 uses strategic asset allocation and combines passive and active management with an emphasis on manager selection and low-cost share classes.

Matthew Hunt is a financial advisor with Bright Road Wealth Management, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Greystone Management Solutions and HR&A, and also operates Hunt Advisory, a real estate consulting firm, as a Director. Bright Road Wealth Management provides advisory services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm focuses on discretionary portfolio management and financial planning, using fundamental analysis and client-specific profiling to guide long-term investment strategies.

Kevin Galvin is a CFP® and CFA® with 17 years of experience in the financial industry. He has been with Hopwood Financial Services, Inc. since 2015, where he is part of a six-advisor team based in Potomac, MD. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management alongside financial planning and retirement plan consulting. The firm employs a multi-year investment approach overseen by an Investment Committee and manages approximately $666.6 million across about 273 client households.

Kacie Fawls is a CFP® professional with five years of experience at Yeske Buie Inc. and prior roles at Global Advisor Group and the Defense Logistics Agency. She has a background that includes both financial advisory and non-financial positions. Yeske Buie Inc. provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations, employing a disciplined investment approach based on Modern Portfolio Theory and manager due diligence. The firm manages over $1 billion with a ten-person advisory team, focusing on clients with substantial investable assets.

Haley Ellis is a CFP® with eight years of experience in financial services and is currently affiliated with Allegiance Financial Group. Her prior positions include roles at The Strategic Financial Alliance and Cooke Capital. She volunteers as secretary for Hoppy Tides Rabbit Rescue, a nonprofit focused on rabbit rescue. Allegiance Financial Group Advisory Services LLC provides investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals and charitable organizations. The firm emphasizes a long-term, strategic asset allocation approach informed by Modern Portfolio Theory and utilizes multiple custodial and third-party platforms.

Kimberly Weihbrecht is a financial advisor at Atwood Financial Planning LLC in Alexandria, VA, holding a Series 65 designation and having six years of industry experience. She has worked at Atwood since 2020 and concurrently serves as an Operations Research Analyst for the U.S. Department of Energy, focusing on energy statistics and data collection related to coal use and international coal trading. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities with comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment strategy, and non-discretionary portfolio management, while also offering unique programs such as concierge services, seminars, and a branded finance app.

Theodore Doremus is a financial advisor at Preston Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Preston Wealth Advisors since 2012. Outside of his advisory work, he is a minority equity investor in two companies involved in flipping foreclosed residential real estate in Arlington, VA. Preston Wealth Advisors provides discretionary and non-discretionary investment advice and financial planning to individuals, families, plan fiduciaries, and related entities. The firm combines active and passive portfolio management using model-driven strategies and serves as adviser and general-partner affiliate to private funds focused on companies with significant revenue from U.S. government contracts.

Ehijie Sado is a CFP® professional with five years of experience in financial advising. He is currently with Values Added Financial, where he has worked for one year. Prior to this, he held positions at Ellevest, Advocacy Wealth Management, Ferrer and Associates, Greater Sum, and Glory International Group. Values Added Financial is a fee-only, SEC-registered advisory firm that serves 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, and educational workshops, employing a tailored investment approach focused on asset allocation, diversification, and periodic rebalancing.

Nicholas Rath is an Investment Consultant at Fidelity Investments, a position he has held since 2024. He works with wealth accumulators, retirees, business owners, and non-profits to develop financial plans and investment strategies that align with each client's specific goals. Nicholas has been with Fidelity Investments since 2021, serving in multiple roles including Customer Relationship Advocate, Financial Representative, Relationship Manager, and Planning Consultant before becoming an Investment Consultant. This progression reflects his experience in client relationship management and financial planning within the firm.

Marc Wehmeyer is a CFP® with 12 years of industry experience, currently serving at Praetorian Guard, a division of Praetorian Wealth Management, Inc., since 2013. He is based in Arlington, VA, and holds a Series 65 license. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages approximately $598.7 million across a diverse client base, applying fundamental and cyclical analysis to equities, fixed income, and cash while integrating ongoing financial planning and asset-allocation oversight.

Brendan Lyons is a financial advisor at West Financial Services, Inc. with one year of industry experience. He holds the Series 65 designation and has worked at several firms, including Cambridge Associates and Carradice Wealth Advisors. West Financial Services, Inc. is a fee-only investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm uses a diversified, client-specific approach with a core-and-satellite equity strategy and laddered fixed-income allocations, managing portfolios primarily on a discretionary basis.

Anthony Jones is a CFP® with four years of industry experience, currently serving at CJM Wealth Advisers, Ltd. He has been with the firm since 1998, which collectively has 28 years of history prior to his tenure. CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients, including high net worth individuals, pension plans, trusts, estates, and charitable organizations. The firm utilizes a wrap-fee program featuring mutual funds, ETFs, equities, and fixed income, applying both fundamental and technical analysis with long- and short-term strategies.

Theadora Westlake Stearns is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Values Added Financial, where she has worked since 2025. Prior to this, she was with Northwest Asset Management and Purshe Kaplan Sterling Investments. Outside of advising, she has experience working at Cowen Park Grocery and McDaniel College. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes customized asset allocation and diversification aligned with client goals and offers flexible engagement formats including project-based and single-session consultations.

Michael Opalski is a financial advisor at Capital Investment Advisors with six years of industry experience. He holds a Series 66 designation and has worked with firms including Cambridge Investment Research and Voya Financial Advisors. Outside of his advisory roles, he has been involved with several entrepreneurial ventures such as City Bonfires LLC and Egg'n LLC. Capital Investment Advisors is a team of six advisors managing approximately $374 million for a diverse client base that includes individuals, trusts, pension plans, and nonprofit entities. The firm offers a tiered financial planning process, educational workshops, and manages portfolios through third-party multi-manager programs or discretionary model portfolios tailored to different risk profiles.

Christopher Hill is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 24 years of industry experience. He holds a Series 66 designation and previously worked at Heritage Investors Management Corporation, Cherry Bekaert Wealth Management, LLC, and Capital One Investing LLC. Hill also serves as Chief Compliance Officer at Folger Nolan Fleming Douglas Capital Management Inc., focusing on regulatory matters. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services exclusively to a single ultra-high-net-worth family client, tailoring strategies that include equities, fixed income, mutual funds, and ETFs while coordinating with other advisors on estate and cash-flow issues.

Brian Horan is a financial advisor with West Financial Services, Inc. in McLean, VA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior work includes roles at PNC Investments and PNC Bank. Outside of his advisory role, he serves as president of DELICO Homes, an S Corporation formed to hold real estate investments. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation strategy with a long-term focus, managing portfolios primarily on a discretionary basis and recommending major custodians such as Schwab and Fidelity.

Dwayne Jackson is a financial advisor at Rembert Pendleton Jackson with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rembert Pendleton Jackson and its predecessor firm since 2001. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a client-specific, Modern Portfolio Theory-based approach and manages assets across various account types, offering both discretionary and non-discretionary programs.

James Emanuelson is a CFA® charterholder with eight years of industry experience. He has worked at Avenir Corporation since 2021 and previously held roles at Bank of America, Merrill, and Davidson Park Capital. Avenir Corporation provides discretionary investment management to individuals, trusts, foundations, pension and profit-sharing plans, and private funds. The firm employs a bottom-up, core value investment approach focused on capital preservation and real returns, managing relatively concentrated portfolios with an emphasis on securities purchased at perceived discounts.