Thomas Toth is a financial advisor with Toth Financial Advisory Corp in Leesburg, VA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been affiliated with Toth and Associates, Inc. and Toth Financial Advisory Corporation since 1986. Outside of his advisory role, he is a managing member of two non-investment related entities focused on commercial property development and aircraft leasing. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, as well as investors through a private pooled vehicle. The firm employs a fundamental, buy-and-hold investment approach with adjustments based on economic cycle assessments and uses leverage and other instruments, serving sophisticated investors with approximately $1 billion in assets under management.

Matthew Albritton is a CFP® professional with 14 years of industry experience. He is currently with AMJ Financial Wealth Management LLC and previously worked at SageVest Wealth Management, Pegasus Financial Group, and Unitedplanners Financial Services of America. In addition to his advisory work, he holds a life insurance agent license. AMJ Financial Wealth Management LLC serves individuals, families, trusts, retirement plans, foundations, and institutions by providing financial planning and discretionary investment management. The firm combines macroeconomic analysis with fundamental and quantitative research to manage client portfolios and offers specialized services including retirement-plan advisory and small-business consulting.

Ashley Barber is a CFP® and holds a Series 65 license with nine years of industry experience. She has worked at AMJ Financial Wealth Management LLC for 10 years and is based in Leesburg, VA. AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management to individuals, families, trusts, retirement plans, foundations, and institutions. The firm employs a multi-step investment process combining macroeconomic analysis, fundamental research, and quantitative sector evaluations, offering a range of advisory and small-business consulting services.

Brett Bender is a financial advisor with AMJ Financial Wealth Management LLC, holding a Series 65 designation and nine years of industry experience. He has been with AMJ Financial since 1997 and AMJ Financial Wealth Management since 2012. Outside of advisory work, he is a member and owner of AMJ Financial LLC, where he manages office operations and accounting functions. AMJ Financial Wealth Management serves individual and high-net-worth clients as well as institutional clients including retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary investment management and financial planning, utilizing a research process that integrates macroeconomic, fundamental, and quantitative analysis to implement client-specific portfolios across multiple asset classes.

Michael Schimmel is a financial advisor at Wealthcare Capital Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Arkadios Capital, Coastal Equities, Inc., Wealthcare Advisory Partners LLC dba Fellows Financial Group, LPL Financial, and HSBC Securities. Schimmel is involved in insurance planning through Fellows Risk Solutions and maintains dual registrations with multiple advisory firms. Wealthcare Capital Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $407 million in client assets using a goals-based, evidence-based investment process that incorporates behavioral economics and quantitative metrics to align long-term strategies with client preferences.

Ruben Devia Arbanil is a CFP® professional with eight years of industry experience, currently serving at Wealthcare Capital Partners, LLC. His career includes roles at Arkadios Capital, Abich Financial Wealth Management, and Edelman Financial Engines Advisors. He also works as an insurance agent providing life insurance and annuity services to financial planning clients. Wealthcare Capital Partners, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, evidence-based investment process incorporating behavioral economics and quantitative metrics, managing approximately $407 million in client assets.

Luke Estep is a CFP® and holds a Series 65 license with AMJ Financial Wealth Management LLC, where he has worked for four years. He has two years of industry experience and previously worked at Appleland Sport Center for three years. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, offering discretionary investment management, financial planning, retirement plan advisory, small business consulting, and legacy management. The firm uses a research-driven investment process incorporating macroeconomic, fundamental, and quantitative analysis to build customized portfolios across multiple asset classes.

Kevin Brown is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with AMJ Financial Wealth Management LLC and has prior experience at Ameriprise and Triad Advisors. Before entering the financial industry, he worked several years in education at Frederick County Public Schools. AMJ Financial Wealth Management LLC serves individuals, families, trusts, retirement plans, foundations, and institutions by providing financial planning and discretionary investment management. The firm combines macroeconomic analysis with fundamental and quantitative research and offers specialized retirement-plan services and small-business consulting.

Tucker Holt is a CFP® with 10 years of industry experience, currently serving at AMJ Financial Wealth Management LLC. He has worked at firms including Triad Advisors and LPL Financial LLC. Holt is also the owner of The Dad Golf Podcast, a non-investment-related venture. AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management services to individuals, families, trusts, retirement plans, foundations, and institutions. The firm employs a rigorous investment process combining macroeconomic analysis, fundamental research, and quantitative evaluation to manage approximately $482 million in client assets.

Fridtjov Markussen is a Certified Financial Planner (CFP®) and holds a Series 66 license with 23 years of industry experience. He has been with AMJ Financial Wealth Management LLC since 2015, serving as the firm's Director of Financial Planning. In addition to his advisory role, he is an independent insurance agent providing life and health insurance solutions through Highland Capital Brokerage. AMJ Financial Wealth Management LLC delivers financial planning and discretionary investment management to individuals, families, trusts, retirement plans, and institutions. The firm employs a comprehensive investment approach that integrates macroeconomic analysis, fundamental research, and quantitative sector evaluation, offering tailored portfolios managed with portfolio-rebalancing software and various trading strategies.

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.

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.

Richard Baker is a financial advisor with Milestone Asset Management, LLC, holding Series 65 and Series 66 credentials and bringing 18 years of industry experience. He concurrently serves clients at Brookstone Capital Management and Legacy Capital Planners, where he provides tax planning services. Mr. Baker is a board member of The Prepare Institute, a nonprofit organization. Milestone Asset Management offers discretionary asset management and modular financial planning primarily to individual clients, trusts, estates, and business entities. The firm employs a combination of tactical and strategic investment approaches, utilizing both firm-developed and third-party model portfolios, overlay management, and access to a variety of sub-advisers and derivative-based investment tools.

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.

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.

Thomas Bowman is a financial advisor at Toth Financial Advisory Corp with 25 years of industry experience. He has been with the firm since 2000 and holds Series 63 and Series 65 licenses. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, in addition to serving investors through a private pooled vehicle. The firm’s investment approach combines fundamental analysis with a buy-and-hold strategy, using leverage and other instruments within a framework guided by economic cycle assessments.

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.

Austin Catania is a financial advisor at Milestone Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at AMJ Financial Wealth Management LLC, Andersen, and MV Financial. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets through a combination of internally managed and third-party model portfolios, employing both tactical and strategic approaches.

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.