Donald Gresh III is a CFP® with 10 years of experience in the financial services industry. He has been with Glassman Wealth Services, LLC since 2022 and previously worked at Family Office Research, LLC for seven years. Glassman Wealth Services, LLC serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a range of investment vehicles including mutual funds, ETFs, independent managers, and private funds, with a focus on aligning portfolios to clients’ objectives and incorporating non-managed assets into their reporting and advice.

Justin Dobak is a financial advisor at Abich Financial Wealth Management, LLC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Northwestern Mutual and Dominion Financial Consultants, as well as an eight-year period at Richard Allen Clothing. Abich Financial Wealth Management is a 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 approach incorporating fundamental, technical, and cyclical analysis, and offers client education through monthly retirement workshops.

Jeffrey Gordon is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Steigerwald, Gordon & Koch - Wealth Advisors since 2002. He 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 using a range of asset classes and strategies, overseeing over $1.2 billion in discretionary assets across approximately 674 client relationships.

Abraham Abich is a Series 65-credentialed financial advisor with three years of industry experience. He is currently with Abich Financial Wealth Management, LLC, a five-advisor team where he has worked since 2021. Prior to this, he held roles at J. Hagan Capital Inc. and Retirement Wealth Advisors. Outside of his advisory work, he serves as president of Abich Financial Services, Inc., where he is involved in insurance sales and services, and is a member of the Loudoun County Chamber of Commerce. Abich Financial Wealth Management provides ongoing investment management and financial planning to individuals and high-net-worth clients. The firm employs a multi-method investment process incorporating fundamental, technical, cyclical, and charting analysis, and offers discretionary and non-discretionary portfolio management alongside access to third-party managers and wrap-fee programs.

Linda Black is a ChFC® credentialed financial advisor with 25 years of industry experience. She has been with Lifemark Securities Corp. since 2008 and also works as an independent insurance agent. Additionally, she teaches money management classes for adults at the Center for Lifelong Learning Institute at George Mason University and conducts similar seminars for corporate groups. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, using a suitability-driven approach tailored through risk assessments. The firm offers various managed account programs and allows for both discretionary and non-discretionary account management.

Peter Burnham is a CFP® with 24 years of industry experience, currently serving at Diversify Wealth Management, LLC. His prior roles include positions at DFPG Investment, LLC, Surevest Wealth Management, and Charles Schwab. Outside of his advisory work, he is president of the board for Driven To Cure, a nonprofit organization, and serves as an advisory board member for Creighton Farms Country Club. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, combining discretionary and non-discretionary management aligned with clients’ objectives and fiduciary requirements.

David Guido is a financial advisor at Summit Financial, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Private Client Services. In addition to his advisory role, he is involved in offering insurance products through multiple companies, earning compensation from these sales. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management programs, financial planning, and retirement plan advisory services, with an emphasis on client-approved trades and customized portfolio allocations.

Franklin Stitely Jr. is a Series 66-licensed advisor with ValMark Advisers, Inc. based in Ashburn, VA, bringing three years of industry experience. He is also the managing member and majority owner of SK CPA's & Business Advisors PLLC, a CPA firm specializing in tax preparation and accounting, where he has worked since 1990. Additionally, he is involved with Clarity Practice Management, LLC, which provides practice management software for CPA and tax firms. ValMark Advisers offers investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee and integration of third-party manager programs.

Geoffrey Cogger is a CFP® and ChFC® with 28 years of industry experience. He currently works at Cary Street Partners and previously held roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and other institutional clients. The firm offers portfolio management, financial planning, and access to proprietary investment strategies supported by affiliated asset management and broker-dealer businesses.

Aidan Baron is a financial advisor with ValMark Advisers, Inc. holding a Series 66 license and one year of industry experience. His prior roles include positions at W3 Financial Group and Christopher Newport University. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers with oversight from an investment committee.

Chris Belchamber is a financial advisor at Brookwood Investment Group with 22 years of industry experience. He holds a Series 65 designation and has worked at several firms including CB Investment Management, LLC, Belpointe Asset Management, LLC, and Great Lakes & Atlantic Wealth Management and Advisory Partners. He is also the author of two books, "UK Government Bond Market" and "Invest Like the Best." Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using tailored portfolios that incorporate passive, active, tactical, and blended strategies.

Lloyd Layton is a financial advisor with Realta Investment Advisors, Inc. in Ashburn, VA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs a goal-oriented approach using asset allocation across a variety of investment vehicles and offers multiple portfolio management options including third-party manager programs and held-away account aggregation.

Michael Danjczek is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at LPL Financial, Madison Avenue Securities, Brighter Financial Capital Management, Clark & Associates, Kalos Capital, and Prudential Financial Planning Services. Outside of his advisory work, he is a marksmen trainer and coach in Berryville, VA. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Robert Obraitis is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc. from 2014 to 2025. Outside of his advisory work, he serves as CEO of the O'Braitis Family Charitable Foundation. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Christopher Bishop is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Mr. Bishop also operates a business in insurance, benefits, and human resources and offers insurance products through multiple companies. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm provides a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Edward Skelly is a financial advisor with ValMark Advisers, Inc. in Ashburn, VA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including 15 years at ValMark Advisers and ValMark Securities. Skelly serves as a partner and owner of W3 Wealth Management, LLC, and is a board member of the Loudoun Symphony Association. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm employs diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Jeffrey Maged is a CFP®-certified financial advisor with 28 years of industry experience, currently affiliated with Summit Financial, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. He serves on the board of the Healing Hearts Respite Foundation and is a citizen representative on the Loudoun County OPEB Board. Additionally, he is the managing member of Jaskol Asset Advisors, LLC, a fee-for-service business succession planning firm. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a blend of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

Patrick Brosnan is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been affiliated with Capitol Securities Management since 2012 and also operates Patrick T. Brosnan & Associates, LLC, providing tax preparation and accounting services. Additionally, he is involved in insurance sales, offering life, disability, health, and long-term care insurance. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, consulting, and various wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser with a focus on IAR-managed programs, separately managed accounts, and third-party money managers.

Jonathan Wright is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has a diverse background including roles at the Department of Defense since 2009 and leadership positions in several financial services and entrepreneurial ventures. Outside of his advisory work, Wright is CEO of All Can Thrive LLC, which offers business educational courses for entrepreneurs, and serves as a trustee for First Mount Zion Baptist Church. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting services. The firm offers personalized investment strategies and discretionary management, with an emphasis on non–high-net-worth investors and retirement plan participants.

Todd Jorgenson is a financial advisor with United Brokerage Services, Inc. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Citigroup, New York Life Insurance Company, and State Farm. United Brokerage Services provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation, use of mutual funds and ETFs, third-party research, model portfolios, and tax-aware overlays, typically offering advice on a non-discretionary basis.