Eugene Sarrge is a financial advisor at Chesapeake Investment Management LLC with 24 years of industry experience. He holds a Series 65 credential and has been with Chesapeake since 2005. Outside of his advisory role, he is also a principal at Washington Financial Planners, LLC, a financial planning company. Chesapeake Investment Management provides fee-based asset management and consulting services primarily to high-net-worth individuals, trusts, foundations, and institutional clients. The firm employs individualized discretionary portfolio management focused on equity and fixed-income securities with low turnover, and it does not provide custody or firm-level financial planning.

Tony Nguy is a financial advisor at Axiom Value Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including SunTrust Advisory Services and Osaic Wealth. In addition to his advisory role, Tony is an independent licensed insurance agent with Axiom Value LLC. Axiom Value Wealth Management LLC serves individual and high-net-worth clients, providing portfolio management and financial planning through a small team of advisors. The firm uses a combination of fundamental and quantitative investment methods and offers retirement-focused education via workshops and webinars.

Justin Bass is a financial advisor at Graham Capital Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Graham Capital Wealth Management in 2025, he served four years in the United States Marine Corps and has worked in various roles at Splash Zone, Talamore Country Club, and The Giant Company. Graham Capital Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $251.2 million for about 705 clients and uses a combination of fundamental, technical, and cyclical analysis to build customized, primarily ETF- and bond-based portfolios with a long-term focus.

Bryant Boswell is a financial advisor at Aviso Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked previously at OSAIC and Cetera Advisors LLC. Outside of his advisory role, Boswell coaches JV lacrosse at Georgetown Preparatory School. Aviso Wealth Management offers personalized financial planning, investment supervisory services, and portfolio management to individuals, families, trusts, corporations, charitable organizations, and pension plans. The firm serves approximately 913 clients with $621 million in assets under management, utilizing a variety of analytical approaches and managing both discretionary and non-discretionary accounts.

John Shanley is a financial advisor at Aspect Partners, LLC with four years of industry experience. He holds the Series 66 designation and has worked in private client services and wealth management roles since 2021. Outside of advising, Shanley is an investor in a software company focused on website content monetization. Aspect Partners serves a diverse client base, including individuals, trusts, nonprofit organizations, and businesses, offering asset management, financial planning, and retirement plan consulting. The firm employs quantitative and technical analysis, uses various investment vehicles, and engages third-party managers, including some who utilize artificial intelligence and machine learning.

Anthony Cortina is a CFP® and holds a Series 65 license with 16 years of industry experience. He has worked at firms including RMB Capital Management LLC and Wolf Group Capital Advisors before joining Lynx Investment Advisory, LLC. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, manager research, and portfolio monitoring. The firm builds customized allocations typically implemented through third-party managers and offers both discretionary and non-discretionary portfolio management, including advising a multi-manager private fund.

Kevin Deans is a financial advisor at KFA Private Wealth Group, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Arete Wealth Management LLC and Spire Securities, LLC. Outside of finance, he is an investor in Aperture Coffee Roasters and serves as a paid baseball coach for Stars Showcase Baseball. KFA Private Wealth Group advises individuals, trusts, estates, retirement plans, and business entities, offering financial planning, investment management, and in-house tax and accounting services. The firm uses goal-based strategic asset allocation and a combination of passive and active management, with a focus on manager selection and low-cost share classes.

Bob Amoako is a Series 65 licensed advisor with Rembert Pendleton Jackson in Vienna, VA. He has three years of industry experience and has worked at several firms, including Commonwealth Financial Network and AFS 401(k) Retirement Services. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting services to individual and institutional clients. The firm uses a client-specific, Modern Portfolio Theory-based approach with diversified asset allocations and manages both discretionary and non-discretionary portfolios.

Yusuf Abugideiri is a CFP® professional at Yeske Buie Inc. with 14 years of industry experience. He has been with Yeske Buie since 2009. Yeske Buie provides integrated wealth management services including financial planning, discretionary asset management, and fiduciary advisory for a range of clients such as individuals, high-net-worth clients, trusts, and institutional plans. The firm emphasizes a structured investment process using Modern Portfolio Theory and manager due diligence, managing over $1 billion in assets with a ten-person advisory team.

Lawrence Judge is a financial advisor at Lafayette Investments, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lafayette Investments since 2010. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm focuses on fundamental and qualitative security analysis with a long-term, low-turnover investment approach, managing portfolios across equities, municipal and corporate fixed income, mutual funds, and ETFs.

Jeanne Goedecke is a CFA® charterholder with two years of industry experience. She currently works at Carderock Capital Management, Inc. and previously held roles at Hancock Whitney and Regions. Carderock Capital Management, Inc. provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs an active, primarily long-term investment approach that integrates fundamental, quantitative, and technical analysis through customized investment plans.

Sara Mongno is a financial advisor at Sargent Investment Group with Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Wells Fargo Securities LLC and has an academic background including time at the Massachusetts Institute of Technology. Sargent Investment Group provides advisory and financial planning services to individuals, trusts, non-profits, corporations, and defined-contribution plans, focusing on customized asset allocation and ongoing portfolio monitoring. The firm serves primarily higher-asset households while maintaining flexibility for smaller relationships.

Lisa Barbieri is a financial advisor at Capitol Private Wealth Group LLC in Vienna, VA, with 25 years of industry experience. She has been with Capitol Private Wealth Group since 2016. Barbieri is licensed with the Series 63 and Series 66 designations. She is also the owner of Barbieri & Associates, LLC, an entity used for business expenses. Capitol Private Wealth Group serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies, including the use of structured products and derivatives, and integrates tax and accounting services provided by several team members.

Christopher Schaefer is a CFP® with 23 years of industry experience, currently serving at Mv Capital Management, Inc. and Mv Financial Group since 2002. He has been with Purshe Kaplan Sterling Investments and Mv Capital Management since 2006. Outside of his advisory roles, Schaefer serves as treasurer for the Gambrinus Stein Club, a social nonprofit organization. Mv Capital Management, Inc. provides investment management and financial planning services to individuals, high-net-worth clients, and institutional entities, employing a customized asset allocation approach overseen by an Investment Committee and supported by in-house research.

Adam Croll is a financial advisor at F/M Investments LLC in Washington, DC, holding a Series 66 designation with 11 years of industry experience. Prior to joining F/M Investments in 2019, he worked at Vestmark Inc., Clarion Wealth Management Partners, Cambridge Investment Research, and Legacy Financial. Outside of advisory work, Mr. Croll serves as Director of Operations at F/m Acceleration, LLC, providing back-office and marketing support to registered investment advisors. F/M Investments LLC offers discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, institutions, charitable organizations, retirement plans, and other registered investment advisers. The firm employs a multi-strategy portfolio approach across equities and fixed income, combining fundamental, quantitative, technical, and third-party manager analysis to support both active and passive investment options.

Jacob Thompson is a financial advisor at Bull Harbor Capital LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Ashford Advisors for two years. His background also includes four years in academia at the University of Georgia and four years at Chamblee High School. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $354.8 million for around 421 clients through a team of 28 advisors. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing customized, primarily long-term portfolios and a combination of direct investment and third-party advisory relationships.

David Armstrong is a CFA® charterholder with 27 years of industry experience. He is a financial advisor at Monument Wealth Management, where he has worked since 2013. His prior experience includes roles at LPL Financial and Merrill. Outside of his advisory work, he serves as Chair of the Investment Committee and a Director at a community foundation, hosts and produces a podcast called Moments in Leadership, and operates a charter boat sightseeing business. Monument Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $648 million through a team of nine advisors, offering a range of investment strategies that include ETFs, mutual funds, individual equities, and access to private funds and independent managers.

Judith Barnhard is a CFP® professional with 12 years of industry experience, currently serving at Councilor Wealth LLC, a team-based firm. She has managed May Barnhard Investments, LLC since 2013 and previously worked at May & Barnhard, PC, a full-service accounting firm providing accounting, tax, and financial planning services, from 1991 to 2018. Councilor Wealth provides portfolio management and financial planning to individuals, retirement plans, and not-for-profit organizations, employing long-term strategies based on fundamental and technical analysis and modern portfolio theory. The firm typically seeks discretionary trading authority and integrates financial planning with investment advisory services.

Matthew Lipscomb is a financial advisor at Bull Harbor Capital LLC with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Bull Harbor Capital in 2025, he worked at Park Avenue Securities LLC for 26 years and has been affiliated with Guardian Life Insurance Company since 1992. Outside of his advisory role, he mentors college students during their summer internships and operates a hunting outfitter business with a strict vetting process. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and manages portfolios through a range of investment vehicles, including independent managers and third-party platforms.

Marcio Silveira is a financial advisor at First Affirmative Financial Network LLC with 17 years of industry experience. He holds the CFP® and CFA® designations, along with Series 66 and Series 63 licenses. His prior experience includes roles at Cambridge Investment Research, ZEIDERS Enterprises, and Pavlov Analytics. Silveira serves on the Board of Directors at ABRACE Inc., a Brazilian association for culture and education, and is also a board member of the Financial Planning Association National Capital Area. First Affirmative Financial Network serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and institutions through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, integrating ESG factors and proprietary scoring into portfolio construction while offering discretionary fiduciary investment management and financial planning services.