Vincent Barrett is a CFP® with 10 years of industry experience, currently serving as an advisor at Acorn Financial Advisory Services, Inc. since 2017. He also has a longstanding role at Thomas F Barrett Inc beginning in 2013. Outside of his advisory work, Barrett is Vice President of an independent TPA/Record Keeper and manages an individual life/health business along with group employee benefit plans. Acorn Financial Advisory Services provides financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.23 billion across about 2,300 to 2,400 clients with 11 advisors, offering both custom and model-based portfolios through discretionary and non-discretionary management across multiple platforms.

Matt Cohen is a CFP® with 20 years of experience in the financial services industry. He is currently with West Financial Services, Inc., where he has worked continuously since 2015. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.8 billion with a diversified, long-term investment approach that combines core-and-satellite equity strategies, laddered fixed income, and tactical adjustments.

Christopher Rhyne is a financial advisor at Sargent Investment Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Reinhart Partners, Inc. for eight years before joining Sargent Investment Group in 2022. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to develop customized portfolios and manages private funds requiring accredited investors, overseeing approximately $1.28 billion in assets.

Christopher Rivers is a CFP® with 20 years of industry experience. He is associated with Armstrong, Fleming & Moore, Inc. and has worked at Commonwealth Financial Network since 2009. Armstrong, Fleming & Moore provides portfolio management, financial planning, retirement plan consulting, and consultation services primarily to high-income and high-net-worth individuals and qualified retirement plans. The firm employs a tailored investment approach with fundamental analysis and offers services through programs in partnership with Commonwealth Financial Network.

Vipin Sahijwani is a CFA® charterholder with 18 years of industry experience. He is currently with Select Investment Solutions, LLC and has been associated with Lynx Investment Advisory, LLC since 2007. Select Investment Solutions is an SEC-registered adviser that provides discretionary portfolio management to high-net-worth individuals, families, and institutional clients. The firm manages separate accounts and limited partnership structures, employs multiple distinct investment strategies, and serves as adviser and general partner to a private, multi-manager pooled vehicle.

Alexis Peed is a financial advisor at AMJ Financial Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Little Hokie Hangout and Virginia Tech. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and small business consulting. The firm employs a research-driven investment process and offers client-specific portfolios that include mutual funds, ETFs, equities, fixed income, and options strategies.

Gregory Mattingly is a CFP® professional with 20 years of industry experience. He has been with Preston Wealth Advisors, LLC. since 2013, where he is involved in financial planning, client relationships, and trading. Preston Wealth Advisors provides discretionary and non-discretionary investment advice and financial planning to individuals, families, plan fiduciaries, and related entities. The firm uses a combination of active and passive portfolio management with model-driven strategies and offers services including separately managed accounts, fiduciary plan services, and private pooled investment vehicles.

Michael Berkhahn is a financial advisor at Graham Capital Wealth Management, LLC, holding a Series 65 credential with nine years of industry experience. He has been with Graham Capital Wealth Management since 2016. Graham Capital Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and corporations. The firm manages approximately $251.2 million for about 705 clients, employing a mix of fundamental, technical, and cyclical analysis with a long-term investment approach.

Donald Unger is a financial advisor with Acorn Financial Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. His prior roles include positions at Voya Financial Advisors and Old Dominion Investment & Retirement Advisors. Unger serves as an unpaid at-large board member of the Tuckahoe Volunteer Rescue Squad, a nonprofit organization. Acorn Financial Advisory Services, Inc. is a fee-only, SEC-registered advisor managing approximately $1.4 billion for individuals, families, institutions, and nonprofit entities. The firm implements globally diversified portfolios using various securities and third-party managers, and it offers defined model strategies alongside tax planning, private capital activities, and educational seminars.

Nathan Gertler is a Series 66-licensed financial advisor with Acorn Financial Advisory Services, Inc. in Reston, VA, where he has worked since 2021. He has five years of industry experience and has previously been affiliated with firms including Quincy Wells Capital and Great Point Capital. Gertler is also licensed as a Life and Health Insurance Agent. Acorn Financial Advisory Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $1.4 billion across various client types, including individuals, families, pension plans, and charitable organizations. The firm employs globally diversified portfolios using a mix of individual securities, ETFs, mutual funds, and third-party managers, and offers model strategies and subadvisory services along with educational seminars and workshops.

Darren Koch is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with the firm since 2005. Outside of his advisory role, Koch is a partner in SGK Real Estate Investments, LLC, a company formed to purchase the building housing the firm’s offices. Steigerwald, Gordon & Koch provides discretionary investment advisory services and financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to clients’ objectives across various asset classes and employs both long- and short-term strategies, overseeing approximately $1.2 billion in discretionary assets under management.

Sterling Neblett is a CFP® with 20 years of industry experience, currently serving at Centurion Wealth Management since 2022. He previously worked at Spire Investment Partners for seven years. Outside of his advisory role, Neblett is president of the Neblett Pancreatic Cancer Foundation and Hart Cellars, LLC, and is involved in personal investing through Gaingels Angel Investors and OKEANOS Venture Capital Group. Centurion Wealth Management serves high-net-worth and individual clients, retirement plans, and corporate entities, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach overseen by a monthly investment committee and provides access to private equity placement opportunities for qualified clients.

Neil Folger is a financial advisor at Folger Nolan Fleming Douglas Capital Management, Inc. in Washington, DC, with 29 years of industry experience. He has been with the firm since 1996 and holds Series 63 and Series 65 designations. Outside of his advisory role, Folger is involved in a family real estate business where he performs financial and management oversight. Folger Nolan Fleming Douglas Capital Management provides discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and institutional clients. The firm employs a long-term, buy-and-hold equity-focused approach with customized accounts and a mix of large-cap stocks, fixed-income instruments, and selective use of ETFs.

Lauren Snyder is a financial advisor at The Lewis Financial Group with 15 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network, LLC for eight years. Outside of her advisory role, she is a commissioned Notary Public in the state of Virginia. The Lewis Financial Group provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, foundations, and other business entities. The firm employs a risk-adjusted, tax-aware approach using a combination of active and passive strategies across various asset classes and often utilizes third-party platforms and independent managers to implement client portfolios.

Richard Clonch is a CFP® with 20 years of industry experience. He has been with PlanVest Financial, Inc. since 2017 and also maintains a role at LPL Financial LLC since 2009. He provides investment advisory services through PlanVest Financial, an independent registered investment advisor firm. PlanVest Financial is a team-based registered investment adviser managing approximately $126 million for individual and high-net-worth clients. The firm offers comprehensive wealth planning, portfolio management, and customized financial planning services, employing a variety of investment analyses and providing clients with multiple fee and authority options.

Masood Vojdani is a financial advisor with Mv Capital Management, Inc. in Bethesda, MD, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Mv Capital Management since 2005 and Purshe Kaplan Sterling Investments since 2006, as well as involved with MV Financial Group since 1991. In addition to advisory services, he provides consulting related to exit planning through MV Financial Group. Mv Capital Management, Inc. serves individual and high-net-worth clients along with institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process emphasizes customized asset allocation, security selection, and ongoing monitoring, with portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Kerby Baden is a financial advisor at Acorn Financial Advisory Services, Inc. with eight years of industry experience. He holds a Series 65 designation and also works as a lawyer and a full-time senior tax accountant at Canto, Rausch, Deck & Co, PA, occasionally providing clients advice related to these roles. Acorn Financial Advisory Services offers personalized financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.23 billion across a broad client base, providing both custom and model-based portfolios with discretionary and non-discretionary management options.

Dennis Campbell is a financial advisor at Centurion Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Metrics Money Management, LLC for 16 years. Centurion Wealth Management serves high-net-worth and individual clients, as well as retirement plans and corporate entities, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $741 million in client assets with an eight-advisor team and employs a diversified investment approach tailored to each client’s profile.

Susan Christ is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Hendershot Investments, Inc. since 2004. She holds a Series 65 license and works from Centreville, VA. Hendershot Investments provides personalized, fee-only investment management and financial planning to a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm employs a fundamental analysis approach focused on intrinsic value and durable competitive advantages, managing close to $1 billion with a four-advisor team.

William Tracy is a CFP® professional currently with Yeske Buie Inc., where he has been since 2023. He has prior experience at Skypath Private Wealth, Wealthspire Advisors, and other firms, with a background that includes roles at Virginia Tech University and USABL. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a formal discovery process and written Investment Policy Statements to guide portfolio construction primarily using ETFs and mutual funds, and it manages over $1 billion in assets with a focus on institutional-level services.