Adam Knapik is a financial advisor at Reston Wealth Management with 10 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank SSB. He has been with Reston Wealth Management since 2021. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, foundations, charitable organizations, corporations, small businesses, trusts, guardianships, and estates. The firm manages approximately $590 million using a tailored, long-term investment approach that includes globally diversified allocations, low-cost ETFs and mutual funds, and tax-aware strategies.

Garrett Welsh is a financial advisor at Allegiance Financial Group with a Series 65 license and one year of industry experience. Prior to joining Allegiance, he worked at Hunt Valley Country Club for four years. Allegiance Financial Group Advisory Services LLC provides investment management, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, estates, business entities, and charitable organizations. The firm emphasizes strategic asset allocation grounded in Modern Portfolio Theory and maintains a long-term investment orientation.

Dean Umemoto is a CFP® and ChFC® with 35 years of experience in financial advising. He has been with McLean Asset Management Corporation since 1984. He is a silent partner in a financial planning software company but has no active role in that business. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a globally diversified asset allocation approach based on Modern Portfolio Theory, with a focus on tax efficiency and periodic rebalancing.

Aaron Weston is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with FSA Wealth Partners and has previously worked at Financial Services Advisory, Inc., Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and TD Ameritrade. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and retirement plans. The firm employs a technical analysis-driven investment process supplemented by fundamental review and uses a structured approach that includes tactical strategies and a defined exit framework called the FSA Safety Net.

Alexander Voorhees is a CFP® professional with 12 years of industry experience. He has been with Reston Wealth Management since 2014 and previously worked at LPL Financial from 2014 to 2017. He holds a Series 66 license and spends a portion of his time involved in non-variable insurance activities. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, foundations, corporations, and other entities. The firm offers tailored, long-term investment strategies emphasizing diversified portfolios, low-cost funds, and coordinated wealth planning, managing approximately $590 million across about 480 clients.

Jane Rowny is a CFP® with 16 years of industry experience, currently serving at Councilor Wealth LLC. She has worked at May Barnhard Investments, LLC since 2013 and May and Barnhard PC since 2008. Councilor Wealth provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm employs a long-term investment approach based on fundamental and technical analysis combined with modern portfolio theory, serving clients with a range of asset types and offering both discretionary and non-discretionary account management.

Barbara Warner is a CFP® with 42 years of industry experience. She has been with Warner Financial, Inc. since 2005 and previously worked at Cambridge Investment Research, Inc. from 2009 to 2017. Warner Financial is a four-advisor team that provides 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 constructed with no-load mutual funds and ETFs.

Elizabeth Drew Verdi is a CFP® professional with 21 years of industry experience and holds a Series 66 license. She has been with Rembert Pendleton Jackson since 2011, initially joining the firm and continuing through its affiliation with SSB Wealth Management. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a Modern Portfolio Theory-based approach to create diversified portfolios and offers both discretionary and non-discretionary programs.

Peter Grose is a CFP® with 34 years of industry experience, currently serving at Bay Colony Advisors since 2021. His prior roles include long-term positions at The Strategic Financial Alliance, Inc. and Acorn Financial Advisory Services, Inc. Outside of his advisory work, he is president of the George Mason University Ice Hockey Alumni Foundation and an author of a novel titled "Time." Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a broad range of fiduciary and non-fiduciary retirement services alongside an active private-investment program.

Elissa Buie is a CFP® with 33 years of experience in financial advising. She has worked at Yeske Buie Inc. since 2007 and previously spent 15 years with Financial Planning Group, Inc. She holds Series 63 and Series 65 licenses. Yeske Buie provides integrated wealth management services including financial planning, discretionary asset management, and fiduciary services for a range of clients such as individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process grounded in Modern Portfolio Theory, primarily using ETFs and mutual funds, and manages over $1 billion with a dedicated advisory team.

David Mulhearn is a financial advisor at Advisors Financial, Inc. with seven years of industry experience. He holds a Series 65 credential and has been with Advisors Financial since 2019. Prior to joining the firm, he worked at Washington College for four years. Advisors Financial, Inc. offers customized investment management and financial planning services to individuals, trusts, estates, foundations, and other entities. The firm manages roughly $321 million in discretionary assets through a team-based approach and an investment committee that targets multi-year horizons while addressing client-specific needs.

Sumedha Malhotra is a CFP® professional with 13 years of industry experience, currently serving at Armstrong, Fleming & Moore, Inc. since 2019. Her prior roles include financial advisory positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to high-net-worth individuals and qualified retirement plans. The firm emphasizes tailored investment allocations and fundamental analysis, managing portfolios over multi-year horizons with oversight from an investment committee.

Joseph Wilson is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Fidelity Investments, TD Ameritrade, and Northwest Federal Credit Union. He also spent time with The Omaha Beef Indoor Football Team in 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 investment approach and utilizes LPL Financial custodial programs and an Outsourced Chief Investment Officer platform to support portfolio management and client service.

W Booth Sr. is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley & Co., Wells Fargo Clearing, and Prudential Equity Group. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services to a single ultra-high-net-worth family client, coordinating customized strategies across equities, fixed income, mutual funds, and ETFs while working alongside other advisors on estate and cash-flow matters.

Mel Casey is a CFA® charterholder with four years of industry experience. He has worked at FBB Capital Partners since 2021 and previously spent five years at 1919 Investment Counsel, LLC. In addition to his advisory role, he serves on the Board of Advisors for C.G. Medici & Co., providing feedback on product development for an online financial planning application. FBB Capital Partners advises individuals, high-net-worth clients, family offices, and institutions on wealth and risk management. The firm employs diversified, low-cost portfolios with discretionary management and incorporates alternative investments, serving approximately 1,000 clients with $2.39 billion in assets under management.

Raeonna Jefferson is a financial advisor at Zenith Wealth Partners in Alexandria, VA, holding a Series 65 designation with two years of industry experience. Her work history includes roles at Zenith Solutions, Inc., Broadridge, and Datto Inc. prior to joining her current firm. Zenith Wealth Partners serves individuals, small businesses, retirement plan sponsors, and charitable organizations with financial planning, portfolio management, and consulting services. The firm combines a risk-based asset allocation approach with low-cost index exposures and selective active management, supported by documented investment policies and periodic reviews.

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 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.