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.

Jordan Daugherty is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at FSA Wealth Partners. His work history includes positions at Financial Services Advisory, Inc., Madison Avenue Securities, LLC, and Campbell Wealth Management. Outside of finance, he has experience working in the hospitality and retail sectors, including The Line Hotel DC and Philz Coffee. FSA Wealth Partners is a fee-only fiduciary registered investment adviser managing approximately $820 million across roughly 700 clients. The firm provides discretionary portfolio management and limited-scope financial planning, using both active and passive strategies informed by technical and fundamental analysis.

Gregory Grinnell is a financial advisor with Northwest Financial Advisors LLC in Leesburg, VA, holding a Series 66 designation and 20 years of industry experience. He has been with Northwest Financial Advisors since 2013 and has longstanding involvement with affiliated entities including NW Insurance Agency LLC, where he sells life, disability, and long-term care insurance. Northwest Financial Advisors LLC offers investment management, financial planning, 529 plan management, and retirement plan consulting services to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven investment approach supported by an in-house Portfolio Analyst and monthly Investment Committee.

Peter Halbrook is a CFP® with 14 years of industry experience. He currently works at TritonPoint Wealth, LLC and has prior experience at Janney Montgomery Scott, Goldman Sachs Personal Financial Management, and PNC Wealth Management. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a diverse client base including individuals, trusts, charitable organizations, corporations, and employee benefit plans. The firm’s investment approach combines long-term asset allocation with public equities, fixed income, private-market alternatives, and both quantitative and fundamental analysis, implementing strategies through independent managers and model portfolios.

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.

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.

Patrick Tessier is a financial advisor at AMJ Financial Wealth Management LLC in Leesburg, VA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at United Western Group and Marathon TS. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and legacy management. The firm uses a research-driven investment approach combining macroeconomic, fundamental, and quantitative analysis, and offers educational workshops alongside customized portfolio management.

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.

Jeffrey Axt is a financial advisor at The Lewis Financial Group with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. The Lewis Financial Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a mix of active and passive strategies in building tax-aware, risk-adjusted asset allocations and offers services including discretionary and non-discretionary portfolio management and independent manager oversight.

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.

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.

Ehab Alalfey is a financial advisor at Azzad Asset Management, Inc. with 18 years of industry experience. He holds a Series 66 designation and has a background in real estate since 2012. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, and other entities, with a focus on socially responsible Islamic investing using proprietary screening tools. The firm manages approximately $1.82 billion in discretionary assets through a small advisory team and sponsors the Azzad Ethical Wrap Program as well as affiliated mutual funds.

Luke Addington is a financial advisor at Preston Wealth Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Preston Wealth Advisors provides investment advice and financial planning to individuals, families, and plan fiduciaries, combining active and passive portfolio management with model-driven strategies. The firm also serves as sub-adviser for other advisers and sponsors private pooled investment vehicles.

Ronald Rough is a CFA® charterholder and holds a Series 65 license with 29 years of experience in the financial services industry. He is part of a nine-advisor team at FSA Wealth Partners in Rockville, MD, where he has worked since 2006. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and other retirement plans. The firm employs a technical analysis-driven investment approach supplemented by fundamental review and uses a structured process for client onboarding and communication.