Andrew Downey is a financial advisor with Heritage Financial LLC in Gainesville, VA, holding a Series 65 designation and two years of industry experience. Before joining Heritage Financial in 2024, he worked in various educational roles, including positions with Prince William County and Culpeper County Public Schools. Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses, and corporations, managing approximately $408 million in assets for about 350 clients through a seven-advisor team. The firm employs a LifeMap Discovery process to customize financial plans and uses core-and-satellite allocations with third-party model portfolios, managing most accounts on a discretionary basis.

Peter Jones is a CFP® with 33 years of experience in the financial industry. He has worked at Wellington Consulting Services, Inc. since 1992. He also serves as president of Everington Consulting, Inc., a firm involved in third-party recordkeeping for retirement plans, where he spends a significant portion of his time in management. Wellington Consulting Services provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, plan participants, and company-sponsored retirement plans, frequently serving as an ERISA fiduciary. The firm employs low-cost investment strategies using mutual funds, index funds, and ETFs, alongside automated portfolio solutions with manual oversight, supporting a large client base through a scalable, participant-oriented platform.

Mikael Hallstrom is a financial advisor at USAdvisors Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Osaic Wealth, Inc., Securities America Inc., and USAdvisors Wealth Management. In addition to his advisory role, he is also involved in life, health, and annuity insurance sales. USAdvisors Wealth Management is a multi-advisor firm with 14 professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering portfolio management, model-portfolio strategies, financial planning, and business succession and estate planning services.

Drew Culver is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Councilor Wealth LLC in Bristow, VA. His prior roles include positions at May Barnhard Investments, Curo Private Wealth, Commonwealth Financial Network, Clarion Wealth Management Partners, and Ameriprise Financial Services. Councilor Wealth provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to develop long-term investment strategies tailored to client goals.

Yahia Albaghdadi is a financial advisor at Heritage Financial LLC with a Series 65 designation and one year of industry experience. Prior to joining Heritage Financial, he held roles at Goldman Sachs, Ridgely Walsh, LLC, and GameDuell GmbH. His background also includes academic positions at Bard College Berlin, LCC International University, and United World College, Dilijan. Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses, and corporations, providing investment management and financial planning. The firm uses a LifeMap Discovery process to tailor core-and-satellite allocations and manages approximately $408 million in assets for around 350 clients through a seven-advisor team.

Jill Bertke is a CFP® and holds a Series 66 license, with 23 years of industry experience. She has worked at LPL Financial since 2004 and has been with TVAMP, LLC since 2019. She previously worked at Wealthcare Advisory Partners LLC and Equitable Advisors. Bertke serves as successor trustee for family trusts. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios primarily composed of mutual funds and ETFs, and offers services such as written financial plans, retirement-plan advisory, and sub-advisory relationships.

Ryan Kelly is a CFP® professional with five years of industry experience, currently advising at Yeske Buie Inc. since 2019. Prior to joining Yeske Buie, he had roles at Signature FD and spent time at the University of Georgia and University of Texas at Austin. Outside of his advisory work, he prepares individual income tax returns for family and friends. Yeske Buie provides integrated wealth management services, including financial planning and fiduciary asset management for a range of clients such as individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process based on Modern Portfolio Theory and ongoing portfolio monitoring.

Mason Coyle is a financial advisor at Legacy Wealth Management Inc. with two years of industry experience and holds a Series 66 designation. His prior experience includes roles at Guardian Life and Morgan Stanley’s 10 Goal Wealth Management. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across more than 700 client relationships. The firm delivers discretionary and non-discretionary asset management, financial planning, and public educational seminars, employing tailored investment strategies documented in client Investment Policy Statements.

Andrew Crowe is a financial advisor with Professional Financial Solutions, LLC in Fairfax, VA, holding a Series 65 designation and nine years of industry experience. He has been with Professional Financial Solutions since 2016 and previously worked in graduation photography with GradImages. Outside of finance, he has photographed college graduations. Professional Financial Solutions, LLC serves primarily individual clients and small business owners, offering financial planning, consulting, and investment management. The firm employs a passive, buy-and-hold approach to portfolio construction and manages client assets with an emphasis on documented investment policies and discretionary authority after an initial period.

Eian Lomash is a financial advisor at Legacy Wealth Management Inc. in Manassas, VA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Mass Mutual, among others. Lomash is also involved with Legacy Associates Inc., an affiliated insurance agency. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across more than 700 client relationships. The firm offers discretionary and non-discretionary asset management, unified managed accounts, financial planning, and no-charge public educational seminars, with investment strategies tailored to client goals and risk tolerance.

Reilly Skorupski is a financial advisor at Meridian Financial Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Meridian, Skorupski worked briefly at Signet Financial Management and has experience in the hospitality sector with Clyde's Restaurant Group and Finnegan's Irish Pub & Grill. Meridian Financial Partners LLC provides personalized asset management and ongoing financial planning to individuals, high-net-worth clients, trusts, charitable organizations, and pension plans. The firm emphasizes asset allocation as the primary driver of performance and manages client portfolios on a discretionary basis while integrating financial planning throughout the client relationship.

Michael Mclenigan is a CFP® and holds a Series 65 license, with 28 years of industry experience. He has been with Professional Financial Solutions, LLC since 1997. Professional Financial Solutions, LLC serves primarily individual clients, including those with living or irrevocable trusts, and small business owners on retirement plans and charitable gifting of client securities. The firm offers financial planning, targeted consulting, and investment management, typically using diversified mutual funds and ETFs with a buy-and-hold, passive approach that emphasizes client-specific Investment Policy Statements and discretionary authority after an initial relationship period.

Zara Sharifi is a financial advisor at Legacy Wealth Management Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles at Bozzuto and Greystar, as well as time as a full-time student. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across over 700 client relationships. The firm offers discretionary and non-discretionary asset management, unified managed account and SEI program access, financial planning, and no-cost public educational seminars, using a combination of fundamental, technical, and cyclical analysis tailored to client goals and risk tolerance.

Sarah Yakel is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with Meridian Financial Partners LLC since 2015, where she is part of a four-advisor team based in Warrenton, VA. Meridian Financial Partners LLC provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes asset allocation as the primary driver of returns and manages client portfolios predominantly on a discretionary basis.

Jamshid Sharifi is a financial advisor at Legacy Wealth Management Inc. with 12 years of industry experience. He holds a Series 65 designation and has been involved with Legacy Associates Inc. since 2004, where he serves as president and owner with a focus on insurance. Sharifi is also a silent partner in a retail business based in Wilkes Barre, PA. Legacy Wealth Management is a team of five advisors managing approximately $314 million across more than 700 client relationships. The firm serves individuals, high-net-worth clients, and businesses, offering discretionary and non-discretionary asset management, financial planning, unified managed accounts, and public educational seminars at no charge. Their investment strategies are customized through documented Investment Policy Statements and include ongoing portfolio monitoring with quarterly reviews.

David O'Neill is a CFP® professional at Heritage Financial LLC in Gainesville, VA, with eight years of industry experience. He joined Heritage Financial in 2018 after a year at Spire Investment Partners LLC. Outside of advisory work, he manages personal investment activities through SLOPESIDE LLC. Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses, and corporations, providing both investment management and financial planning through a seven-advisor team managing approximately $408 million in assets. The firm uses a LifeMap Discovery process to tailor core-and-satellite portfolios that often incorporate third-party model portfolios, and it discloses its third-party relationships and potential conflicts with a level of transparency uncommon among peer advisory teams.

Jennifer Denner is a Series 65 licensed financial advisor with Professional Financial Solutions, LLC in Fairfax, VA. She has five years of industry experience, including seven years at the Door and Hardware Institute prior to joining her current firm in 2019. Professional Financial Solutions, LLC primarily serves individual clients, including those with living or irrevocable trusts, as well as small business owners on retirement plans and charitable gifting of client securities. The firm offers financial planning, consulting, and investment management with a focus on diversified mutual funds and ETFs using a buy-and-hold, passive approach.

Brian Henderson is a CFA® charterholder serving as an advisor at Signature Resources Capital Management, LLC with one year of industry experience. He is also the founder and sole member of Henderson Financial Consulting LLC, where he conducts investment research and provides expert witness consulting. Additionally, he is an associate professor of finance at The George Washington University. Signature Resources Capital Management advises individual and high-net-worth clients, trusts, estates, and retirement plan sponsors offering investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk strategy focused on diversification and customization, managing approximately $304 million in discretionary assets.

Nicholas Jones is an advisor at Wellington Consulting Services Inc with a Series 65 designation and one year of industry experience. His prior work includes roles at Everington Consulting, Research Data Group, Radford University, and Fairfax County Public Schools. Wellington Consulting Services provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, plan participants, and company-sponsored retirement plans. The firm uses a model portfolio approach emphasizing low-cost investments such as index funds and ETFs, serving a large client base through a participant-oriented service model.

Daniel Fortunato is a financial advisor at Meridian Financial Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Monterey Church and Carfax. Meridian Financial Partners LLC provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes asset allocation as the primary driver of returns and manages client portfolios on a discretionary basis, with a focus on longer-term holdings and ongoing financial planning.