Lloyd Polmateer is a financial advisor at Bull Harbor Capital LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Guardian Life for over two decades before joining Bull Harbor Capital in 2023. He is the Executive Director of FFG Cares, a charitable foundation supporting military veterans, disadvantaged youth, medical research, and financial literacy. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $354.8 million. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing customized, primarily long-term investment strategies and maintaining various third-party advisory relationships.

Kedest Baharu is a financial advisor at Mv Capital Management, Inc. with 26 years of industry experience. She holds a Series 65 designation and has worked at Purshe Kaplan Sterling Investments and Mv Capital Management since 2006, as well as Mv Financial Group since 1998. Mv Capital Management, Inc. 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 offers discretionary and non-discretionary investment management, standalone financial planning, and consulting, with a focus on customized asset allocation and regular portfolio monitoring.

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.

Jennifer Scher is a CFP®-designated financial advisor at FBB Capital Partners with three years of industry experience. Prior to joining FBB Capital Partners in 2022, she worked six years at Resource Furniture. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, offering financial planning, discretionary portfolio management, and alternative investment recommendations. The firm manages approximately $2.39 billion in assets across a multi-advisor team and employs diversified, low-cost portfolios supported by comprehensive market analysis.

Patrick Hughes is a CFP® and Series 65 credentialed financial advisor with 11 years of industry experience. He has been with Hughes Financial Services, LLC since 2015, working within a team of nine advisors. Hughes Financial Services is a team-based registered investment adviser managing approximately $760 million for individual and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program utilizing firm-developed model portfolios and a combination of fundamental, cyclical, and modern portfolio theory-based investment methods.

Daniel Hughes is a CFP® with 25 years of industry experience and has been with Hughes Financial Services, LLC since 2009. He holds the Series 63 designation and is based in Herndon, VA. Outside of financial advising, he is a limited partner in ODD SQUAD LLC, which owns Eventide Restaurant in Arlington, VA. Hughes Financial Services, LLC manages approximately $616 million for individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management alongside integrated financial planning. The firm customizes portfolios using model portfolios and a combination of fundamental, cyclical, and Modern Portfolio Theory analyses, employing tactical techniques such as short-term trading, option writing, short sales, and margin when appropriate.

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.

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.

Joseph Yoon is a CFP®-credentialed financial advisor with 24 years of industry experience, currently with QM Advisors LLC in Great Falls, VA. His previous roles include positions at Resources Investment Advisors, TimeScale Financial, and Charles Schwab, among others. Outside of advisory work, he is the principal of Castle Hill Consulting, LLC, which conducts various 1099 business activities. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a range of analytical methods across multiple asset types and operates both separately managed accounts and pooled investment vehicles, including a private hedge fund.

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 three years of industry experience who serves as an advisor at CJM Wealth Advisers, Ltd. The firm has been operating since 1998 and employs a team of 12 advisors. CJM Wealth Advisers provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individual and institutional clients. The firm employs a multi-office structure and manages portfolios through its own wrap-fee platform, utilizing a range of investment strategies across mutual funds, ETFs, equities, and fixed income.

Michael Opalski is a financial advisor at Capital Investment Advisors with six years of industry experience and holds the Series 66 designation. Prior to joining Capital Investment Advisors, he was involved with City Bonfires LLC, Egg'n LLC, and Back Home Products for five years. Capital Investment Advisors serves individuals, high-net-worth clients, trusts, foundations, and retirement plans by providing financial consultation, customized financial plans, and asset management services. The firm employs a multi-stage planning process and integrates ongoing education and workshops, offering both discretionary portfolio management and access to third-party multi-manager programs.

Katrina Lamb is a financial advisor at Mv Capital Management, Inc. with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Mv Capital Management since 2005. In addition to her advisory role, she provides business strategy consulting and valuation services outside of investment-related activities. Mv Capital Management serves individual and high-net-worth clients as well as institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process involves customized asset allocation and security selection overseen by an Investment Committee, with portfolios built from mutual funds, ETFs, equities, and fixed income.

Andrea Mc Clelland is a CFP® professional with three years of experience in financial advising. She has been with Aegis Wealth and Aegis Wealth Management since 2019 and 2022, respectively, and was self-employed for sixteen years prior. Aegis Wealth Management is a team advisory firm managing approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management, financial planning, and tax preparation services, utilizing fundamental analysis, modern portfolio theory, and quantitative methods tailored to clients’ goals and risk tolerances.

Brian Horan is a financial advisor at West Financial Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at West Financial Services since 2017, as well as at PNC Investments and PNC Bank. Outside of advising, he is president of DELICO Homes, an S Corporation formed to hold real estate investments. West Financial Services, Inc. is a fee-only investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.8 billion using a diversified, client-specific asset allocation strategy with a long-term perspective and offers discretionary portfolio management and comprehensive financial planning.

Ryan Oliver is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Abich Financial Wealth Management, LLC. He previously worked at Cassaday & Co Wealth Management and Osaic Wealth, INC., among other roles. Oliver holds a Virginia Commonwealth Notary position. Abich Financial Wealth Management is an SEC-registered, five-advisor team that provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment process and offers discretionary and non-discretionary portfolio management, standalone planning, and access to third-party managers and wrap-fee programs.

Elisa Hasan is a financial advisor with The Lewis Financial Group in Ashburn, VA, holding a Series 65 designation and three years of industry experience. Her previous roles include positions at Edward Jones, Care With Love, LLC, and Ashby Ponds Retirement Community. She is also a notary public in Ashburn. The Lewis Financial Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a mix of active and passive strategies across various asset classes and uses third-party platforms and programs to implement and manage client portfolios.