Andrew Colyer is a CFA® charterholder with 21 years of industry experience. He has been with The Ithaka Group, LLC since 2008, where he is part of a five-advisor team based in Arlington, VA. The Ithaka Group, LLC provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and registered investment companies. The firm employs a concentrated growth investment approach focused on high-quality growth companies and manages both registered funds and advisory accounts.

Jeffrey Canavan is a CFA® charterholder at Rembert Pendleton Jackson with one year of industry experience. Prior to joining RPJ, he spent 18 years at MissionSquare Retirement. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients. The firm uses a client-specific, Modern Portfolio Theory-based approach to design diversified portfolios and manages both discretionary and non-discretionary assets.

Brian Zaczynski is a CFA® charterholder with seven years of industry experience. He has been with Torray Investment Partners LLC since 2016. Torray Investment Partners provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm follows a bottom-up, fundamental stock-selection process with a quality, long-term orientation implemented across large cap growth, small/mid cap growth, and equity income strategies, managing concentrated portfolios with explicit risk controls.

Culley Hess is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Alpha Financial Advisors, LLC since 2019. Prior to his advisory role, he held positions at Sage Outdoor Adventures, Augusta County Clerk of Court, the U.S. Census Bureau, ePlus Technologies, James Madison University, and Loudoun County Public Schools. Alpha Financial Advisors serves individual and high-net-worth clients, generally those with at least $500,000 in investable assets, providing life-centered financial planning and comprehensive services including investment management and retirement planning. The firm uses a discretionary, fee-only approach that combines modern portfolio theory with fundamental and quantitative analysis, focusing on customized relationships and selecting top-ranked managers from a broad institutional universe.

Madolynn Morken is a CFP® and holds a Series 65 license with seven years of industry experience. She currently works at Steigerwald, Gordon & Koch - Wealth Advisors, where she has been since 2022. Prior to that, she was with Burney Company and Kendall Capital Management. Steigerwald, Gordon & Koch provides discretionary investment advisory services and standalone financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to client objectives using a mix of equities, fixed income, mutual funds, and ETFs, applying both long- and short-term strategies and treating cash as an asset class.

Edward Kaganov is a financial advisor at Folger Nolan Fleming Douglas Incorporated, holding a Series 66 designation with 20 years of industry experience. He has been with Folger Nolan Fleming Douglas since 2005. Folger Nolan Fleming Douglas 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 the client’s other professionals. The firm combines broker-dealer operations with a limited advisory business and implements tailored investment strategies through equities, fixed income, mutual funds, and ETFs.

Lawrence Spoth is a financial advisor with Horizon Wealth, holding a Series 65 designation and 10 years of industry experience. He has worked at several firms, including Impact Partnership Wealth, Market Guard, and Retirement Wealth Advisors. In addition to his advisory role, he serves as president of Retirement Protection Solutions, a company focused on life and index annuity sales. Horizon Wealth is an SEC-registered team investment adviser serving individuals, trusts, and corporations with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm emphasizes retirement investing, income-replacement strategies, and financial independence, managing approximately $147 million in discretionary assets across a seven-advisor team.

Glen Buco is a CFP® with 23 years of industry experience and is currently with West Financial Services, Inc., where he has worked since 1983. He holds a Series 65 license and operates out of McLean, VA. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation strategy with a long-term focus, integrating core-and-satellite equity investments and laddered fixed-income allocations.

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 with 10 years of industry experience. He holds a Series 65 designation and has been with Graham Capital Wealth Management since 2016. Graham Capital Wealth Management offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $251.2 million for about 705 clients, using a combination of fundamental, technical, and cyclical analysis to guide long-term, customized portfolio strategies primarily involving ETFs, bonds, and, when appropriate, mutual funds and individual stocks.

Robert Alexander is a Series 65-licensed financial advisor with Wellington Consulting Services Inc in Chantilly, VA, where he has worked since 2007. He has 17 years of industry experience. Alexander serves as Treasurer of Wellington Retirement Solutions, Inc., a related entity providing third-party recordkeeping for company retirement plans. Wellington Consulting Services offers discretionary and non-discretionary investment management and retirement-plan consulting to individuals, plan participants, and company-sponsored retirement plans. The firm frequently accepts ERISA fiduciary roles and emphasizes low-cost implementation through diversified model portfolios using mutual funds, index funds, and ETFs.

Richard Baker is a financial advisor at Milestone Asset Management, LLC with 18 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Alphastar Capital Management and Brookstone Capital Management. Outside of his advisory roles, he serves as a board member of the Prepare Institute, a nonprofit organization. Milestone Asset Management provides discretionary asset management, financial planning, and third-party adviser recommendations to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $690.7 million in discretionary assets and employs a combination of tactical and strategic investment approaches using both internal and third-party models.

Nathan Gertler is a financial advisor with Acorn Financial Advisory Services, Inc., holding a Series 66 designation and six years of industry experience. He has worked at several firms including Quincy Wells Capital, Great Point Capital, and Equitable Advisors. Acorn Financial Advisory Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $1.4 billion across various accounts. The firm serves individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, implementing globally diversified portfolios through a range of investment vehicles and strategies.

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.