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.

Jerry Guido is a CFP® and holds a Series 66 license with 18 years of industry experience. He currently serves with Northwest Financial Advisors LLC and has concurrently worked in tax preparation and accounting since 2011. Guido also operates NW Insurance Agency LLC, combining investment advisory and insurance services. Northwest Financial Advisors LLC offers investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach and provides customized portfolio management supported by LPL Financial custodial programs and an Outsourced Chief Investment Officer program.

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.

Thomas Turner is a CFP® professional with 33 years of experience in the financial services industry. He has been with Northwest Financial Advisors LLC since 2013 and also has a long tenure with LPL Financial, LLC dating back to 2008. Turner provides investment advisory services through Northwest Financial Advisors LLC, an independent firm affiliated with Northwest Federal Credit Union. Northwest Financial Advisors LLC offers discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, employer-sponsored plans, and other entities. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven approach, utilizing both in-house portfolio analysis and external investment programs to tailor portfolios to client needs.

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 Series 65-credentialed advisor with over 11 years of industry experience, currently serving at Legacy Wealth Management Inc. in Manassas, VA. He is also president and owner of Legacy Associates Inc., an insurance business. Sharifi holds a silent partnership in a retail business based in Wilkes Barre, PA. 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, financial planning, and no-fee public educational seminars, using tailored investment strategies documented in client Investment Policy Statements.

David O'Neill is a CFP® professional with eight years of industry experience, currently serving as an advisor at Heritage Financial LLC since 2018. He previously worked at Spire Investment Partners LLC for one year. His other business activities include managing personal investment activities through a private entity. Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses, and corporations, offering investment management and financial planning through a seven-advisor team managing approximately $408 million in assets. The firm employs a LifeMap Discovery process to tailor financial plans and uses core-and-satellite portfolio allocations often implemented via third-party model portfolios.

Kristina Fernandes is an advisor at Hughes Financial Services, LLC, holding a Series 65 credential. She has three years of industry experience, including nine years of prior work at Sloper's Stitch House. Hughes Financial Services is a team-based registered investment adviser with seven advisors 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 that incorporates firm-developed model portfolios, ongoing monitoring, and access to unaffiliated independent managers.

Barry Bass Jr. is a CFP® and ChFC® with 22 years of industry experience. He is currently with Northwest Financial Advisors LLC and has previously worked at Fulton Bank, Raymond James Financial Services, and M&T Securities. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach tailored to clients’ time horizons, risk tolerance, and objectives, implementing strategies primarily through LPL Financial custodial programs and an outsourced chief investment officer program.

Denise Proctor is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding CFP®, Series 63, and Series 65 designations and bringing 21 years of industry experience. Her work history includes roles at M&T Bank and M&T Securities from 2009 to 2026, along with experience at LPL Financial since 2021 and Northwest Financial Group since 2026. Northwest Financial Advisors LLC provides investment advisory and financial planning services to a range of clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a long-term, asset-allocation-driven approach and utilizes LPL Financial custodial programs and an Outsourced Chief Investment Officer program to support portfolio management and oversight.

Jing Quan is a CFP® professional at Rainey & Randall Wealth Advisors, Inc. with two years of industry experience. She has been associated with Rainey & Randall Investment Management, Inc. since 2012. Rainey & Randall Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope 3(21) ERISA retirement-plan services. The firm emphasizes tailored asset-allocation models primarily using mutual funds and ETFs, incorporating a range of strategies and analytical approaches.

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.

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.

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.

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.

Paul Hughes is a financial advisor at Hughes Financial Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hughes Financial Services since 2009. The firm manages approximately $616 million for individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside integrated financial planning. Hughes Financial Services operates its own wrap-fee program and employs a range of tactical investment techniques, including short-term trading and option writing, while also maintaining affiliations that support trustee and investment-management services.

David Morton is a financial advisor at Heritage Financial LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Heritage Financial since 2016, following previous roles at The Strategic Financial Alliance, Grove Point Investments, and Mass Mutual Investors Services. He is also a licensed insurance agent involved in fixed life and health insurance sales on a limited basis. Heritage Financial serves individuals, families, trusts, charitable organizations, small businesses, and corporations by providing investment management and financial planning. The firm emphasizes a LifeMap Discovery process to establish client goals and employs core-and-satellite allocations using third-party model portfolios, managing around $408 million in assets across approximately 350 clients.

Ronald Bolte is a financial advisor with Legacy Wealth Management Inc. in Manassas, VA, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Carradice Wealth Advisors, Hightower Securities, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. 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 account and SEI program access, financial planning, and no-cost public educational seminars, using documented investment strategies tailored to client goals and risk tolerance.