Brian Horan is a financial advisor with West Financial Services, Inc. in McLean, VA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior work includes roles at PNC Investments and PNC Bank. Outside of his advisory role, he serves as president of DELICO Homes, an S Corporation formed to hold real estate investments. 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, managing portfolios primarily on a discretionary basis and recommending major custodians such as Schwab and Fidelity.

Ryan Oliver is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Abich Financial Wealth Management, LLC. He previously worked at Cassaday & Co Wealth Management and Osaic Wealth, INC., among other roles. Oliver holds a Virginia Commonwealth Notary position. Abich Financial Wealth Management is an SEC-registered, five-advisor team that provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment process and offers discretionary and non-discretionary portfolio management, standalone planning, and access to third-party managers and wrap-fee programs.

Elisa Hasan is a financial advisor with The Lewis Financial Group in Ashburn, VA, holding a Series 65 designation and three years of industry experience. Her previous roles include positions at Edward Jones, Care With Love, LLC, and Ashby Ponds Retirement Community. She is also a notary public in Ashburn. 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 across various asset classes and uses third-party platforms and programs to implement and manage client portfolios.

Dwayne Jackson is a financial advisor at Rembert Pendleton Jackson with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rembert Pendleton Jackson and its predecessor firm since 2001. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a client-specific, Modern Portfolio Theory-based approach and manages assets across various account types, offering both discretionary and non-discretionary programs.

James Emanuelson is a CFA® charterholder with eight years of industry experience. He has worked at Avenir Corporation since 2021 and previously held roles at Bank of America, Merrill, and Davidson Park Capital. Avenir Corporation provides discretionary investment management to individuals, trusts, foundations, pension and profit-sharing plans, and private funds. The firm employs a bottom-up, core value investment approach focused on capital preservation and real returns, managing relatively concentrated portfolios with an emphasis on securities purchased at perceived discounts.

Connor Depew is a financial advisor at Abich Financial Wealth Management, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at FVC Bank and Freedom Bank of Virginia. Abich Financial Wealth Management is a multi-advisor team serving individual and high-net-worth clients, managing approximately $395 million in discretionary assets. The firm employs a blended investment approach incorporating fundamental, technical, cyclical, and charting analyses, and offers both investment management and financial planning services.

Hugh Quinn is a CFP® with two years of industry experience, currently serving as an advisor at Brown | Miller Wealth Management, LLC. His prior experience includes roles at Cerity Partners LLC, McAdam LLC, and Northwestern Mutual. Brown | Miller Wealth Management is a fee-only registered investment adviser managing nearly $1 billion for individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations using a combination of active and passive strategies and provides both discretionary portfolio management and consulting services.

Renee Sewall is a financial advisor at Professional Financial Solutions, LLC in Fairfax, VA, holding a Series 65 designation with 11 years of industry experience. She has been with Professional Financial Solutions since 2013. Professional Financial Solutions, LLC primarily serves individual clients—including those with living or irrevocable trusts—and small business owners, providing financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive-minded investment approach using diversified mutual funds and ETFs, and manages over $409 million in client assets.

Anabel Quintero is a financial advisor with Mv Capital Management, Inc. She holds Series 63 and Series 65 credentials and has 30 years of industry experience. Her career includes long-term roles at Mv Capital Management and Mv Financial Group, as well as Purshe Kaplan Sterling Investments. Mv Capital Management, Inc. serves individual and high-net-worth clients as well as institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process emphasizes customized asset allocation and security selection supported by an Investment Committee and in-house research.

Jhonny Merida Soto is a CFP® with two years of industry experience currently serving at Glassman Wealth Services, LLC. Prior to joining Glassman Wealth Services in 2025, he worked at Edelman Financial Engines for five years and held positions at Turn2Partners, Washington Wealth Advisors, and Access National Bank. His background also includes four years at Virginia Polytechnic Institute and State University and experience outside finance at Chick-Fil-A. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach includes allocations to mutual funds, ETFs, independent managers, and private funds, with distinctive practices such as the routine use of Dimensional Fund Advisors funds, formal AI governance, and client-controlled cryptocurrency purchases.

Maxwell Elsasser is a CFP® affiliated with Glassman Wealth Services, LLC, where he has worked since 2025. He has prior experience at Beyond Your Hammock, Baystate Financial, and Ameriprise Financial Services, with a background that includes four years at Bates College and four years at Bow High School. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of investment vehicles including mutual funds, ETFs, independent managers, and private funds, and features formal AI governance and client-approved cryptocurrency transactions.

Wendy Payne is a financial advisor with Centurion Wealth Management in McLean, VA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with SPIRE Securities, LLC since 2015 and is the founder and CEO of Life Stage Transitions, LLC, which provides education and consulting for newly independent individuals and couples. Centurion Wealth Management serves high-net-worth and individual investors, retirement plans, and corporate entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm focuses on diversified, asset-allocation driven portfolios overseen by an investment committee and offers private investment opportunities to eligible clients.

Carol Zelenke is a financial advisor with Atcap Partners, LLC, holding a Series 66 designation and 13 years of industry experience. She has worked at Ceros Financial Services, Inc. since 2022 and previously spent six years at Raymond James Financial Services. Outside of her advisory role, she owns a residential rental property in California. AtCap Partners provides investment management and financial planning services to individual clients, pension plans, trusts, estates, and corporate entities. The firm uses a blend of fundamental and technical analysis, including market timing strategies, and offers access to third-party asset managers and alternative investments through affiliated entities.

Ingrid Hendershot is the principal at Hendershot Investments, Inc. in Centreville, VA, with 32 years of industry experience. She has been with Hendershot Investments since its founding in 1994. The firm provides fee-only, discretionary portfolio management and financial planning for individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. It manages approximately $1.07 billion across about 516 clients with a four-advisor team, employing a fundamental, long-term investment approach that integrates high-quality company analysis, intrinsic-value assessment, and conservative fixed-income laddering alongside AI-assisted research and regular client communications.

Timothy Coughlin is a CFP® with 25 years of industry experience, currently serving at Edgemoor Investment Advisors, Inc. since 2004. He has also been associated with Integrity Funds Distributor, Inc. since 2009. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profit organizations, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to build concentrated equity and income portfolios aimed at long-term capital preservation, appreciation, and income.

Elizabeth Duff is a financial advisor at Harbour Capital Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Harbour Capital Advisors since 2011. The firm serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management along with family office, financial planning, and foundation advisory services. Harbour Capital employs a core-satellite investment approach and offers integrated family office services and foundation administration, distinguishing its offerings from standard portfolio-only advisers.

Michael Mussio is a CFP® and CFA® with 21 years of industry experience, currently serving at FBB Capital Partners since 2008. He is a managing member of a personal investment holding company and serves on the parish finance council at St. Raphael Catholic Church. Additionally, he is a board member of the Jubilee Association of Maryland’s campaign leadership committee. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on comprehensive wealth and risk management. The firm employs a diversified, low-cost investment approach incorporating stocks, bonds, options, mutual funds, ETFs, and alternative investments, using model portfolio structures and discretionary trading authority to manage approximately $2.39 billion in assets for about 1,000 clients.

Kevin Jarcho is a CFP® and Series 65-licensed advisor at Warner Financial, Inc. in Bethesda, MD, with four years of industry experience. He has worked at Warner Financial since 2021 and previously spent five years at Intact Technology. Warner Financial provides fee-based investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a top-down approach to build diversified portfolios primarily with no-load mutual funds and ETFs, focusing on cost, tax implications, and risk management.

Matthew Bigelow is a financial advisor with Folger Nolan Fleming Douglas Incorporated and holds a Series 66 designation. He has 10 years of industry experience, primarily with Folger Nolan Fleming Douglas entities since 2013. His role includes securities research and assisting with investment management. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, focusing on tailored investment strategies and coordination with the client’s other professionals. The firm operates as both a broker-dealer and SEC-registered investment adviser, managing portfolios with a combination of equities, fixed income, mutual funds, and ETFs.

Gregory Estes is a CFA® charterholder with eight years of industry experience. He currently works at Councilor Wealth LLC and has held previous roles at May Barnhard Investments, Augustine Asset Management, and Intrepid Capital Management. Councilor Wealth provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm employs a long-term investment approach combining fundamental analysis, technical analysis, and modern portfolio theory, and integrates financial planning with its advisory services.