Christopher Warner is a CFP® and CFA® with 17 years of experience in the financial advisory industry. He has worked at Warner Financial, Inc. since 2008 and was previously with Cambridge Investment Research, Inc. from 2009 to 2017. Warner Financial, Inc. is a team of four advisors providing fee-only investment advisory and financial planning services primarily to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $745 million using a top-down, asset-allocation approach focused on diversified, cost- and tax-aware portfolios.

Robert Tucker III is a financial advisor at Reston Wealth Management with 39 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Reston Wealth Management since 2009, following a 21-year tenure at LPL Financial. Outside of his advisory role, he owns a SweetFrog franchise through a business entity. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, and institutional clients. The firm employs a tailored, long-term investment approach that includes globally diversified allocations, low-cost ETFs and mutual funds, and tax-aware strategies, supported by fundamental analysis and institutional research.

Benjamin Corson is a CFA® charterholder with 14 years of industry experience. He is currently with D'Orazio Wealth Advisors, where he has worked for three years. Prior to that, he was with Hemington Wealth Management for one year and Absolute Investment Management for eleven years. D'Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts and estates, and retirement plan sponsors. The firm emphasizes a long-term, globally diversified investment approach that combines fundamental analysis with quantitative tools and performs ongoing monitoring and rebalancing on a discretionary basis.

Margaret Swinney is a financial advisor at Acorn Financial Advisory Services, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Voya Financial Advisors, Inc. and The Strategic Financial Alliance, Inc. outside of her current firm. Swinney also owns and manages a financial services LLC and is involved in the sale of fixed life insurance. Acorn Financial Advisory Services provides personalized financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.23 billion for around 2,300–2,400 clients across 11 advisors, offering both custom and model-based portfolios with discretionary and non-discretionary management.

Rebecca Blevins is a CFP® with 13 years of experience in financial advising. She has worked at Concord Wealth Partners since 2022 and previously held roles at Andersen, United Capital Financial Advisers, LLC, and Hfi Wealth Management. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm provides financial planning, discretionary portfolio management, and retirement plan consulting, using tailored asset allocations and a range of investment strategies to meet client objectives.

Heath Brewer is a CFP®-certified financial advisor with 13 years of experience, currently practicing at Trumbower Financial Advisors LLC. He has been with Trumbower since 2013. Trumbower Financial Advisors provides comprehensive financial planning, tax compliance, and portfolio management to individuals, families, small pension and profit-sharing plans, charitable organizations, foundations, trusts, estates, and personal service corporations. The firm emphasizes a Conservative Fixed Income strategy using municipal bonds, brokered CDs, and U.S. Treasury securities within a disciplined advisory process that integrates estate, retirement, and tax planning alongside investment advice.

Joshua Cohen is a financial advisor at AMJ Financial Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Glory Days, Domino’s, James Madison University, and Staples. AMJ Financial Wealth Management serves individual and high-net-worth clients as well as institutional clients including retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary investment management, financial planning, retirement plan advisory, and small business consulting, using a research-driven approach that incorporates macroeconomic, fundamental, and quantitative analysis.

Sean Tyll is a financial advisor with Acorn Financial Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Acorn since 2019 and has held roles with Mutual of Omaha and Guardian Life Insurance. Outside of his advisory work, Sean is also active as a licensed insurance agent and mortgage loan originator. Acorn Financial Advisory Services, Inc. is a fee-only investment adviser managing approximately $1.4 billion in assets for individuals, families, and various organizations. The firm offers globally diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, along with defined model families and tactical tools, and provides educational seminars and subadvisory services.

Brett Schmader is a financial advisor at Evermay Wealth Management, LLC in Arlington, VA, holding a Series 65 designation. He has one year of industry experience, including prior roles outside finance such as at Ozzie's Good Eats and Chipotle. Evermay Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a team-centric model with distinct service levels and integrates investment, tax, and estate planning through affiliated and third-party resources.

Ross Loomis is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Evermay Wealth Management, LLC since 2014. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a team-centric advisory model with distinct service levels and integrates investment, tax, and estate planning through affiliated services and third-party platforms.

Nicholas Jones is an advisor at Wellington Consulting Services Inc with a Series 65 designation and one year of industry experience. His prior work includes roles at Everington Consulting, Research Data Group, Radford University, and Fairfax County Public Schools. Wellington Consulting Services provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, plan participants, and company-sponsored retirement plans. The firm uses a model portfolio approach emphasizing low-cost investments such as index funds and ETFs, serving a large client base through a participant-oriented service model.

Denise Proctor is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding CFP®, Series 63, and Series 65 designations and bringing 21 years of industry experience. Her work history includes roles at M&T Bank and M&T Securities from 2009 to 2026, along with experience at LPL Financial since 2021 and Northwest Financial Group since 2026. Northwest Financial Advisors LLC provides investment advisory and financial planning services to a range of clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a long-term, asset-allocation-driven approach and utilizes LPL Financial custodial programs and an Outsourced Chief Investment Officer program to support portfolio management and oversight.

Annabelle Saez is a financial advisor at Axiom Value Wealth Management LLC with one year of industry experience. She holds a Series 65 credential and has prior experience at USAdvisors Wealth Management, LLC and the Defense Contract Audit Agency. In addition to her advisory role, she operates Anna Saez, CPA, and was involved in Travel and Business Preparations. Axiom Value Wealth Management LLC provides portfolio management and financial planning to individual and high-net-worth clients, integrating planning with ongoing asset management. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis, employing both long- and short-term trading strategies, and incorporates third-party sub-advisory model portfolios and custodial educational resources into its service model.

Jing Quan is a CFP® professional at Rainey & Randall Wealth Advisors, Inc. with two years of industry experience. She has been associated with Rainey & Randall Investment Management, Inc. since 2012. Rainey & Randall Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope 3(21) ERISA retirement-plan services. The firm emphasizes tailored asset-allocation models primarily using mutual funds and ETFs, incorporating a range of strategies and analytical approaches.

Courtney Vojdani is a Series 65 licensed advisor at Mv Capital Management, Inc. with 13 years of industry experience. She has been with Mv Capital Management since 2010. Mv Capital Management serves individual and high-net-worth clients, as well as institutional entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment process includes customized asset allocation, security selection, and periodic monitoring, with portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.

Anh Nguyen is a financial advisor at Evermay Wealth Management, LLC, holding the ChFC® designation and Series 66 license with four years of industry experience. Prior to joining Evermay in 2024, Nguyen worked at Dynamic Wealth Advisors, Merrill Lynch, and River Capital Advisors. He also has experience at the University of North Florida. Evermay Wealth Management, LLC 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 based on client goals, liquidity needs, tax sensitivity, time horizon, and risk tolerance, and manages approximately $1.33 billion in assets across an 18-advisor team.

Michael Sellers is a financial advisor with Fidelis Capital Partners, holding Series 66 and Series 65 licenses and bringing five years of industry experience. His prior work includes fourteen years at Bank of America Private Bank and earlier roles at Highline Wealth Management and Ameriprise. Fidelis Capital Partners serves a diverse client base, including individuals, family offices, trusts, and nonprofit organizations, offering investment advisory services alongside financial planning and business consulting. The firm employs a blend of quantitative, fundamental, technical, and economic analysis in its discretionary portfolio management and also sub-advises a private fund.

Rosemary Yue is a financial advisor at Brown | Miller Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at her current firm since 2020, following nine years at Wells Fargo Clearing. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations using a combination of active and passive strategies, including equities, fixed income, ETFs, and mutual funds, and may incorporate alternative investments or third-party managers when appropriate.

Samer Eshmawy is a CFP® with six years of industry experience, currently serving at Azzad Asset Management, Inc. since 2025. His prior experience includes roles at Modera Wealth Management, LLC, JP Morgan Chase & Co., and T-Mobile US. Azzad Asset Management provides investment management and financial planning services to a diverse client base including individuals, retirement plans, charitable institutions, and small businesses. The firm specializes in socially responsible Islamic investing using proprietary screening tools and manages approximately $1.82 billion in discretionary assets.

Benjamin Scrivener is a CFP® professional with eight years of industry experience. He is currently with Steigerwald, Gordon & Koch - Wealth Advisors, where he has worked since 2025. His prior experience includes roles at Burney Wealth Management and Strategic Wealth Management Group. Steigerwald, Gordon & Koch provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs both long- and short-term investment strategies across multiple asset classes and incorporates ESG considerations at client direction.