John Fennig Jr. is a CFP® with 23 years of industry experience, currently serving at KFA Private Wealth Group, LLC. He has worked at KFA since 2015 and previously spent five years with Arete Wealth Management LLC. Outside of his advisory role, he is a 50% owner of FC Global LLC, which manages an office real estate lease. KFA Private Wealth Group advises individuals, trusts, estates, retirement plans, and business entities, offering financial planning, retirement plan consulting, investment management, and in-house tax preparation and accounting services. The firm uses goal-based strategic asset allocation with a mix of passive and active management and operates a wrap fee program that can reduce transaction costs for clients.

Rachel Lewis is a financial advisor at Values Added Financial with a Series 65 credential and one year of industry experience. Her prior work includes roles at Dame Caroline, LifeGuide Financial Advisors, Amplified Planning, and the Boston Institute of Finance. Before entering the financial advisory field, she held positions at King Arthur Baking Company and The Hershey Company. Values Added Financial is a fee-only, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small- to mid-sized businesses. The firm offers comprehensive financial planning, discretionary portfolio management, business consulting, project-based planning, and educational workshops, with an investment approach focused on tailored policies, diversification, and ongoing monitoring.

Amy Hoffman is a CFP® professional with 27 years of experience in financial advising. She has worked at Advisors Financial, Inc. since 2007 and previously spent five years at Cetera Advisor Networks LLC. In addition to her advisory role, she is licensed to sell fixed insurance products, including life, health, disability, annuities, and long-term care. Advisors Financial, Inc. provides customized investment management and financial planning services to individuals, trusts, estates, and various organizations, managing approximately $321 million in discretionary assets. The firm employs a team approach with an in-house investment committee that focuses on fundamental analysis and multi-year investment horizons while accommodating client-specific needs.

Jason Tkach is a CFA® charterholder with 11 years of industry experience. He has been with Kendall Capital Management since 2014, working as part of a six-person advisory team in Rockville, MD. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, utilizing strategies ranging from long-term holdings to short-term trading, including option writing and short sales.

Peter Halbrook is a financial advisor at TritonPoint Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining TritonPoint in 2023, he worked at Goldman Sachs Personal Financial Management and PNC Investments. TritonPoint Wealth, LLC provides financial planning, discretionary investment and wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm’s investment approach emphasizes long-term asset allocation using modern portfolio theory, combining fundamental and quantitative analysis with model and core-satellite strategies.

David Tebor is a CFP® with seven years of industry experience, currently serving as a financial advisor at Rembert Pendleton Jackson in Vienna, VA. His prior experience includes roles at Bingham Osborn & Scarborough and Virginia Tech University. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a Modern Portfolio Theory-based approach, offering both discretionary and non-discretionary programs and managing assets across various account types.

Angela Moreira is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 21 years of industry experience. She holds the Series 66 designation and has been with Folger Nolan Fleming Douglas since 2003. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, focusing on portfolio review, investment recommendations, and coordination with other professionals. The firm combines broker-dealer operations with a limited advisory business, tailoring investment strategies to client objectives and financial circumstances.

John Wolff is a CFP® with nine years of industry experience, currently serving as a financial advisor at Rembert Pendleton Jackson. He has worked at the firm and its affiliated entities since 2017 and previously held a position at North End Financial. Outside of advising, John manages MR Rupert LLC, a business involved in the resale of small stickers and used clothing. Rembert Pendleton Jackson offers 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 utilizes a Modern Portfolio Theory-based approach with diversified asset allocations and provides both discretionary and non-discretionary services.

John Edwards is a CFA® charterholder with 22 years of industry experience. He has been with Chesapeake Investment Management LLC since 2012. Chesapeake Investment Management provides fee-based, discretionary asset management and consulting services primarily for high-net-worth individuals, trusts, foundations, nonprofit organizations, corporations, and retirement plans. The firm focuses on customized portfolios emphasizing individual equities and fixed income, using a range of analytical methods and maintaining a client-specific investment approach.

Narges Zamani is a CFA® charterholder with 11 years of industry experience, currently serving at Pactolus. She has been with Pactolus Capital Partners since 2015 and Pactolus Private Wealth Management since 2014. Zamani holds the Series 63 designation and is based in Vienna, VA. She also serves as an advisory board member for both ACANSA Investment Management OCIO, focusing on endowments and foundations, and the Enquire Knowledge Expert Platform. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business entities. The firm offers customized investment advisory and portfolio management, financial and estate planning, and tax-aware investment advice, utilizing a discretionary management approach combined with quantitative and third-party research tools.

Jason Stinner is a CFA® charterholder with over 11 years of industry experience. He has worked at Hopwood Financial Services, Inc. since 2024 and previously spent ten years at Nolan Financial. 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 an Investment Committee to oversee client-specific portfolios and manages approximately $666.6 million across six offices with a six-advisor team.

Claudia Bruce is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with McLean Asset Management Corporation, where she has worked since 2023, following prior roles at Yeske Buie and teaching positions at Virginia Tech and other educational institutions. 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 multi-advisor team approach and utilizes Modern Portfolio Theory with a focus on broad asset allocation, tax-managed strategies, and ESG screening options.

Anders Lundegard is a CFP® and ChFC® with 22 years of industry experience, currently serving as an advisor at Capitol Private Wealth Group LLC since 2016. He is also a self-employed musician and founder of The Swedish Jazz, a performing group. Lundegard owns a tax preparation service and has a background in managing other small businesses. Capitol Private Wealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including ETFs, individual securities, bonds, and alternative instruments, and distinguishes itself by integrating tax and accounting services alongside the use of structured products and derivatives in client portfolios.

Christopher Sargent is a financial advisor at Sargent Investment Group with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He has been with Sargent Investment Group since 2018. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profits, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to develop customized portfolios using a range of investment options and serves as an investment manager to pooled private investment vehicles requiring accredited investors.

Harrison Mc Quaig is a CFP® at Rothschild Capital Partners with one year of industry experience. His prior roles include positions at Bogart Wealth, LLC, Resource Planning Group, Ltd, and G Squared Funding, LLC, as well as time at The University of Georgia. Rothschild Capital Partners provides discretionary portfolio management, wealth planning, and consulting services primarily for individual and high-net-worth investors, trusts, estates, and charitable organizations. The firm combines top-down macro analysis with fundamental and technical security evaluation and is notable for its private fund operations, use of derivatives and margin, and structured conflict management procedures.

Amanda Ansell is a CFP® professional with eight years of industry experience. She has worked at OLIO Financial Planning since 2018 and previously held positions at Verus Financial Partners and Cornerstone Wealth Advisors. OLIO Financial Planning serves individual clients across non-high-net-worth and high-net-worth segments, retirement plans, charitable organizations, and corporations, managing roughly $600 million. The firm offers comprehensive financial planning, investment consultation, and portfolio management using a buy-and-hold, core-and-satellite investment approach with an emphasis on ETFs, mutual funds, and select individual securities.

Theodore Smith is a financial advisor at Next Capital Management LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Innovation Partners LLC, Northern Lights Distributors, LLC, and Mount Yale Capital Group. Next Capital Management provides discretionary and non-discretionary portfolio management and fee-only financial planning to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm offers family-office style services through its NEXT Vantage program and access to alternative investments, with a focus on customized asset allocation, ongoing portfolio monitoring, and integrated reporting solutions.

Adam Platt is a CFP® professional with one year of experience, currently serving as an advisor at Kendall Capital Management. He previously worked at Bogart Wealth LLC for three years and spent eleven years at Value Line Publishing. Kendall Capital Management serves individual and high-net-worth clients, pension plans, charitable organizations, and business entities, managing approximately $744 million across about 352 client relationships. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework and implements both long- and short-term strategies aligned with clients’ objectives.

Christopher Tate is a financial advisor at Fidelis Capital with a Series 65 designation and two years of industry experience. He previously worked at Bank of America Private Bank and Wells Fargo Private Bank, totaling 12 years in private banking roles. Since May 2024, he has contributed investment-related articles to Kiplinger. Fidelis Capital Partners serves individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and business entities, offering portfolio management, financial planning, and consulting services. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide its investment decisions and manages approximately $1.63 billion in discretionary assets.

Lucas Campbell is a CFP® with three years of industry experience and is currently affiliated with Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2022 and previously worked at Red Clover Financial Planning and other firms. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily for high-income and high-net-worth individuals. The firm emphasizes tailored portfolio allocations and fundamental analysis, managing accounts with multi-year horizons and offering services through programs in partnership with Commonwealth Financial Network.