Jacob Gurock is a CFP® professional with six years of industry experience, currently serving at Centurion Wealth Management. His prior roles include positions at Cerity Partners LLC, AWM Capital, LLC, and The Vanguard Group, Inc. He serves on the Texas Tech Personal Financial Planning Alumni Board and the Texas Tech Center for Collegiate Recovery Communities Advisory Board, and is a National Ambassador for the Shatterproof Organization, a nonprofit focused on addressing the addiction crisis in the United States. Centurion Wealth Management serves high-net-worth individuals, retirement plans, and corporate clients, providing discretionary portfolio management, financial planning, and retirement consulting. The firm manages approximately $741 million in assets with an eight-advisor team and employs a diversified investment approach tailored to each client’s profile.

Luke Griffin is a financial advisor at D'Orazio Wealth Advisors in Vienna, VA, holding a Series 65 credential. He joined the firm in 2026 and has professional experience from prior roles in diverse fields including veterinary services and education. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm follows a long-term, globally diversified investment approach using fundamental and quantitative analysis, managing portfolios with mutual funds, ETFs, individual equities, bonds, and separately managed account programs.

Sean Cullen is a financial advisor at Prestige Wealth Management with a Series 65 designation and one year of industry experience. He has served in the United States Air Force since 2003. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm offers a range of services including discretionary investment management, financial planning, and retirement plan advisory, utilizing an asset-allocation approach and various third-party tools.

Nirvan Khaksarfard is a financial advisor at Alpha Financial Advisors, LLC with two years of industry experience. He holds the Series 65 designation and has been with Alpha Financial Advisors since 2022. Prior to his advisory role, he was a student for ten years. Alpha Financial Advisors serves individual and high-net-worth clients, as well as a single pension/profit-sharing plan, typically working with households meeting a $500,000 investable assets guideline. The firm offers comprehensive financial planning and investment management using a combination of modern portfolio theory and various analytical techniques, focusing on customized, long-term strategies with an emphasis on cost and tax efficiency.

Mariame Pierce is a CFP® professional with two years of experience currently working at The Advisory Group of San Francisco, LLC. She previously worked at The Table Financial Planning and Worth Winning, and she owns Lovemariame, a business providing guidance sessions. The Advisory Group of San Francisco, LLC is a fee-only advisory firm serving individuals, foundations, endowments, and retirement plans with a six-advisor team managing approximately $809.9 million. The firm employs a blend of modern portfolio theory and fundamental and quantitative analysis, offering discretionary investment management and integrated financial planning across multiple offices.

Athena Chang is a CFP® and Series 65-licensed financial advisor with 21 years of industry experience. She has been with McLean Asset Management Corporation since 2001. McLean Asset Management Corporation offers discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse clientele, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory, utilizes no-load mutual funds and ETFs, and provides specialized strategies such as tax-managed equity and ESG screening models.

Joshua Brockwell is a financial advisor at Azzad Asset Management, Inc. in Falls Church, VA, holding a Series 65 designation with six years of industry experience. He has been with Azzad Asset Management since 2013. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, mutual funds, trusts, small businesses, and other institutions. The firm specializes in socially responsible Islamic investing, using proprietary screening tools to exclude companies involved in certain industries, and offers a range of asset-allocation strategies through both its internal team and independent model managers.

Maedi Carney is a CFP® professional with 21 years of industry experience, currently serving at Chesapeake Investment Management LLC. She has been president of M&L Special Needs Planning LLC since 2009, providing non-investment related financial planning services. Chesapeake Investment Management offers fee-based, discretionary asset management and consulting primarily for high-net-worth individuals, trusts, foundations, nonprofit organizations, corporations, and retirement plans. The firm emphasizes customized investment policies and individualized portfolios, using a combination of fundamental, technical, cyclical, and quantitative analysis.

Brittany Heath is a financial advisor at Brown | Miller Wealth Management, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Navy Federal Title Services and PNC Bank. Brown Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and institutional entities. The firm employs a goal-oriented investment approach that combines active and passive strategies, integrates third-party independent managers, and offers discretionary management of held-away assets.

Charles Rembert is a CFP® professional with 24 years of industry experience, currently serving at Rembert Pendleton Jackson where he has worked since 1995. He holds Series 63 and Series 65 licenses and contributes as a Corporate Advisor to Trimetrix Inc., supporting executive management in business operations. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to a range of individual and institutional clients. The firm employs a Modern Portfolio Theory-based approach to portfolio design and serves both high-net-worth individuals and institutional investors.

Russell Robertson is a CFP® and ChFC® with 18 years of industry experience. He has been with Wealthcrest Financial Services, LLC since 2008 and has also been affiliated with Cambridge Investment Research, Inc since 2007. He serves on the USMA Class of 1958 Endowment Board and is involved in educational services as a course director and instructor. Wealthcrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers comprehensive financial plans, ongoing portfolio management, and employer/employee benefit consulting, combining fundamental and technical analysis with both long- and short-term trading strategies.

Tarun Mehta is a financial advisor at Onyx Bridge Wealth Group LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at EagleStone Wealth Advisors, Inc. for a total of 14 years. Mehta also serves as President and Chief Compliance Officer of EagleStone Tax & Wealth Advisors, which provides investment management and tax services. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, and retirement plan consulting. The firm utilizes third-party research and a range of investment vehicles to build portfolio models, conducting ongoing reviews tailored to clients’ goals and risk tolerances.

Clark Kendall is a CFP® and CFA® with 25 years of experience in the financial industry. He has been with Kendall Capital Management since 2005, where he is part of a six-person advisory team. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a range of strategies including long-term holdings, short-term trading, option writing, and short sales, and integrates financial planning into its asset-based advisory services.

Carol Petrov is a CFP® and Series 66-licensed financial advisor with 24 years of industry experience. She has been with Kendall Capital Management since 2014, where she is part of a six-person advisory team. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis across a range of strategies, including option writing and short sales.

Abraham Abich is a Series 65-credentialed financial advisor with three years of industry experience. He is currently with Abich Financial Wealth Management, LLC, a five-advisor team where he has worked since 2021. Prior to this, he held roles at J. Hagan Capital Inc. and Retirement Wealth Advisors. Outside of his advisory work, he serves as president of Abich Financial Services, Inc., where he is involved in insurance sales and services, and is a member of the Loudoun County Chamber of Commerce. Abich Financial Wealth Management provides ongoing investment management and financial planning to individuals and high-net-worth clients. The firm employs a multi-method investment process incorporating fundamental, technical, cyclical, and charting analysis, and offers discretionary and non-discretionary portfolio management alongside access to third-party managers and wrap-fee programs.

Nakia Brown is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at LPL Financial, Morgan Stanley, Madison Avenue Securities, and Campbell Wealth Management. Outside of advising, she works part-time as a delivery driver for DoorDash and is a commissioned notary in Virginia. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets, using a long-term, asset-allocation-driven approach supported by an in-house Portfolio Analyst and monthly Investment Committee.

Jeff Doan is a CFP® with 14 years of industry experience, currently serving at Craft Wealth Services since 2018. Prior to this, he worked at Capital One Advisors and Capital One Investing from 2015 to 2018. In addition to his advisory work, he is an insurance agent and author of the book *The One Percent - Financial Independence*, which is available on Amazon. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that incorporates fundamental and technical analysis, with discretionary management and tailored client advice.

Steven Scott is a CFP® with five years of industry experience, currently serving as a financial advisor at Arca Wealth, LLC. His prior experience includes roles at Ameriprise Financial Services, LLC and Sandbox Financial Partners LLC. Scott is also a licensed insurance agent in Bethesda, MD. Arca Wealth, LLC is a registered investment adviser that provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations across multiple investment approaches, utilizing a broad range of securities including mutual funds, ETFs, equities, fixed income, and alternative strategies.

Timothy Flanigan is a CFP® with 17 years of industry experience, currently serving as an advisor at Brown | Miller Wealth Management, LLC since 2020. His prior roles include positions at Wells Fargo Clearing and Investments Professionals Inc. Brown | Miller Wealth Management provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and institutional entities. The firm employs a goal-oriented, tax-aware asset allocation approach that combines active and passive strategies and integrates third-party managers and a UMA overlay to deliver discretionary portfolio management and advisory services.

Evgeniy Yashin is a CFA® charterholder with 17 years of industry experience. He has been with Signet Financial Management, LLC since 2014 and previously worked at Summit Financial, LLC. Outside of his advisory role, he serves as CEO of Hollistico, a financial technology AI company, and is a board member and passive investor in GreenSmith, LLC, a hemp growing farm. Signet Financial Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary wealth management, portfolio management, financial planning, and advisory services. The firm uses a disciplined, evidence-based investment process combining fundamental and quantitative analysis to construct customized portfolios for its clients.