Justin Bass is a financial advisor at Graham Capital Wealth Management, LLC with a Series 65 designation. He joined the firm in 2025 and previously served in the United States Marine Corps from 2017 to 2021. Outside of finance, he has experience working at Splash Zone 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 and employs a combination of fundamental, technical, and cyclical analysis to build customized portfolios using ETFs, bonds, mutual funds, and individual stocks, with ongoing monitoring and formal annual reviews.

Kimberly Lampropoulos is a financial advisor with Northwest Financial Advisors LLC, holding a Series 63 designation and nine years of industry experience. She has been with Northwest Financial Group LLC, Northwest Financial Advisors LLC, and LPL Financial, LLC since 2016. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven approach and primarily implements strategies through LPL Financial custodial programs, while also offering an Outsourced Chief Investment Officer program to support portfolio oversight and manager due diligence.

Herbert Hopwood is a CFP® and CFA® with 23 years of experience in financial advising, currently serving at Hopwood Financial Services, Inc. since 2003. He is based in Vienna, VA, and holds Series 63 and Series 65 licenses. 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 a team of six advisors managing approximately $666.6 million, with an investment approach overseen by an Investment Committee that focuses on multi-year holding horizons and client-specific profiles.

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.

Deatrice Johnson is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has worked at LPL Financial, LLC and Northwest Financial Advisors since 2016 and has additional experience in commercial real estate with Long and Foster Real Estate, Inc. Johnson also provides administrative services for Northwest Financial Advisors. Northwest Financial Advisors LLC offers discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and uses a long-term, asset-allocation-driven approach with customized portfolios implemented through LPL Financial programs.

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 one year of industry experience. She currently works at Carderock Capital Management, Inc. and previously held positions at Hancock Whitney and Regions. Carderock Capital Management is an independent SEC-registered investment manager serving individuals, high-net-worth clients, trusts, estates, pension and charitable accounts. The firm employs an active, long-term management approach with customized investment plans and continuous portfolio supervision.

Sara Mongno is a financial advisor at Sargent Investment Group with four years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Sargent Investment Group, she worked at Wells Fargo Securities LLC and spent time at the Massachusetts Institute of Technology. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, nonprofits, corporations, and pooled investment vehicles. The firm employs a consultative, goals-based approach to create customized portfolios and offers both discretionary and non-discretionary management, serving primarily higher-asset households but 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.

Judith Barnhard is a CFP® professional with 12 years of industry experience, currently serving at Councilor Wealth LLC. She has been involved with May Barnhard Investments, LLC since 2013 and May & Barnhard, PC since 1991, the latter being a full-service accounting firm providing accounting, tax, and fee-only financial planning services. Councilor Wealth offers portfolio management and financial planning to individuals, retirement plans, and not-for-profit organizations, employing a long-term investment approach that combines fundamental and technical analysis with modern portfolio theory. The firm integrates financial planning with its advisory services and manages client accounts on both discretionary and non-discretionary bases.

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 CFP® and CFA® with 17 years of experience in the financial industry. He is currently with First Affirmative Financial Network LLC and has prior experience at Cambridge Investment Research and Colonial Asset Management. He serves on the board of the Brazilian Association for Culture and Education and is a board member of the Financial Planning Association National Capital Area. First Affirmative Financial Network, LLC (doing business as Formative) serves high-net-worth individuals, 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 into portfolio construction with tailored strategies such as Values-Aligned Direct Indexing and proprietary model portfolios.