Nikyla Young is a Certified Financial Planner (CFP®) with eight years of industry experience. She has been with Northwest Financial Advisors, LLC since 2017, concurrently working with LPL Financial and Northwest Financial LLC. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach tailored to each client’s time horizon, risk tolerance, and objectives, implementing strategies primarily through LPL Financial custodial programs and its Outsourced Chief Investment Officer program.

Jeff Pomerantz is a financial advisor at Analog Capital Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at AT&T for 21 years. Outside of his advisory role, he owns and operates accounting and tax services businesses, including Shield Tax Services, LLC, which assists clients with resolving tax issues. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as subadvisory services to other investment advisers. The firm constructs customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory approaches.

Kelly Demers is a financial advisor at Northwest Financial Advisors LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Bank of America, Merrill, BNY Mellon, and LPL Financial. Kelly serves as a board member of the Alabama Ballet, where she is involved in fundraising and awareness efforts. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven approach, tailoring portfolio management based on clients’ time horizon, risk tolerance, and objectives while utilizing custodial and outsourced chief investment officer programs through LPL Financial.

Stuart Rainer is a financial advisor with NobleBridge Wealth in Herndon, VA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked with NobleBridge Wealth Management since 2019 and previously served at Avenir Private Advisors, Great Lakes & Atlantic Wealth Management, and as a private consultant. NobleBridge Wealth Management is an SEC-registered firm with a seven-adviser team managing approximately $214 million in assets, serving individuals, high-net-worth families, retirement plans, trusts, and foundations. The firm uses a combination of fundamental, quantitative, and technical analysis across various investment strategies and offers a range of services including financial planning, retirement plan consulting, and third-party manager selection.

Kira Topeka is a financial advisor at Meridian Financial Partners LLC with a Series 65 designation and six years of industry experience. She has worked at Meridian Financial Partners since 2020 and is also involved with Topeka Custom Design & Photo. Prior to her current roles, she was associated with The Great Meadow Foundation and Strider Pro. Meridian Financial Partners LLC provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes asset allocation as the primary driver of returns and manages client portfolios on a discretionary basis, with ongoing financial planning and regular account reviews.

Jo Ann Weinhardt is a financial advisor with Hughes Financial Services, LLC in Herndon, VA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has been with Hughes Financial Services since 2016. Hughes Financial Services is a team-based registered investment adviser with seven advisors managing approximately $760 million for individual and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program that combines investment management, trading, and custodial services, utilizing firm-developed model portfolios and a range of investment techniques.

Susan Christ is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Hendershot Investments, Inc. since 2004. She holds a Series 65 license and works from Centreville, VA. Hendershot Investments provides personalized, fee-only investment management and financial planning to a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm employs a fundamental analysis approach focused on intrinsic value and durable competitive advantages, managing close to $1 billion with a four-advisor team.

Christopher Hoerner is a financial advisor with The Hoerner Planning Group, LLC, holding a Series 65 designation and nine years of industry experience. He has worked with his current firm since 2020 and previously spent three years at Avenir Corporation. Outside of his advisory role, Mr. Hoerner serves as a Director of Stream-It, a startup company that develops a white-label Free Ad-Supported TV platform. The Hoerner Planning Group LLC provides comprehensive wealth advisory services to affluent families and related entities, offering portfolio management, financial planning, and consulting. The firm’s investment approach focuses on customized strategic asset allocation, emphasizing value discipline, capital preservation, and substantial personal stakes by independent managers.

Jonathan Adams is a Chartered Financial Consultant (ChFC®) with 33 years of industry experience. He has been with Northwest Financial Advisors LLC since 2014 and also maintains an affiliation with LPL Financial, LLC since 2007. Adams is licensed to sell non-variable insurance products, including universal life, whole life, and disability insurance. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven approach and utilizes LPL Financial’s custodial programs and Outsourced Chief Investment Officer (OCIO) services to support portfolio management and oversight.

Aaron Clarke is a CFP® professional with 10 years of experience in financial advising. He is currently with Heritage Financial LLC, where he has worked since 2022 as part of a seven-advisor team. He has prior experience at firms including Halpern Financial, Inc., Origin Financial, and Acorn Financial Advisory Services. Clarke is also the owner of Virtual Business Virtuosos dba Gig Wealthy, a consulting and financial literacy business, and serves as a volunteer board member and executive counsel member for the Financial Planning Association of the National Capital Area. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm manages roughly $408 million in assets for about 350 clients and uses a LifeMap Discovery process to create individualized investment strategies, typically managing accounts on a discretionary basis with selected third-party sub-advisers.

Patrick Hughes is a CFP® and Series 65 credentialed financial advisor with 11 years of industry experience. He has been with Hughes Financial Services, LLC since 2015, working within a team of nine advisors. Hughes Financial Services is a team-based registered investment adviser managing approximately $760 million for individual and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program utilizing firm-developed model portfolios and a combination of fundamental, cyclical, and modern portfolio theory-based investment methods.

Daniel Hughes is a CFP® with 25 years of industry experience and has been with Hughes Financial Services, LLC since 2009. He holds the Series 63 designation and is based in Herndon, VA. Outside of financial advising, he is a limited partner in ODD SQUAD LLC, which owns Eventide Restaurant in Arlington, VA. Hughes Financial Services, LLC manages approximately $616 million for individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management alongside integrated financial planning. The firm customizes portfolios using model portfolios and a combination of fundamental, cyclical, and Modern Portfolio Theory analyses, employing tactical techniques such as short-term trading, option writing, short sales, and margin when appropriate.

Nathaniel Gilbert is a financial advisor at Meridian Financial Partners LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Meridian Financial Partners since 2015. The firm provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations, managing over $510 million in assets. Meridian emphasizes asset allocation as the primary driver of returns, combining internal and third-party research to guide investment decisions, and manages client portfolios primarily on a discretionary basis.

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.

Victor Cunningham is a CFA® charterholder with four years of industry experience. He has worked at The Hoerner Planning Group since 2024 and previously spent over a decade at Third Avenue Management. The Hoerner Planning Group provides wealth advisory services to affluent families and related entities, focusing on long-term, strategic asset allocation with selective tactical adjustments. The firm manages approximately $1.5 billion in assets and typically implements portfolios through Independent Managers employing value-oriented, concentrated strategies.

Sarah Albritton is a CFP® professional with eight years of industry experience, currently serving at The Hoerner Planning Group, LLC since 2011. She is based in Middleburg, VA and is part of a four-advisor team. The Hoerner Planning Group provides comprehensive wealth advisory services to affluent families and related entities, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm follows a long-term, strategic asset-allocation approach, managing approximately $1.5 billion in regulatory assets with a focus on value discipline and concentrated strategies through Independent Managers.

Henry Hoerner is a financial advisor with The Hoerner Planning Group, LLC in Middleburg, VA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with The Hoerner Planning Group since 2006. Outside of his advisory role, he serves on the boards of Curtis Investment Group Inc. and Elk Run LLC, and is a limited partner in entities focused on affordable housing development in Northern Virginia. He also acts as a trustee for several family and client trusts. The Hoerner Planning Group LLC provides comprehensive wealth advisory services to affluent families and related entities, offering portfolio management, financial planning, and consulting. The firm emphasizes customized, strategic asset allocation through independent managers with a long-term focus, managing approximately $1.65 billion across a four-advisor team.

Heather Wilson is a CFP® with five years of industry experience, currently serving at Hughes Financial Services, LLC. Her background includes roles at Charles Schwab and Purdue University. Hughes Financial Services is a team-based registered investment adviser managing approximately $760 million for individual and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program utilizing firm-developed model portfolios and diversified investment strategies.

Shawn Reardon is a financial advisor at Hendershot Investments, Inc. with eight years of industry experience. He holds a Series 65 designation and has been with Hendershot since 2006, concurrently serving as a member of Information Collection Enterprises, LLC, where he oversees business and finance functions. Hendershot Investments provides fee-only, discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a fundamental, long-term investment approach focused on high-quality companies and intrinsic-value analysis, supplemented by AI and machine-learning tools with human verification.

Jiashuo Qin is a CFP® certificant with six years of industry experience, currently serving as an advisor at Northwest Financial Advisors LLC. His prior experience includes roles at LPL Financial LLC, Wells Fargo Clearing, Charles Schwab and Co., Inc., and TD Ameritrade. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven approach and utilizes custodial programs and an Outsourced Chief Investment Officer service to support portfolio management while tailoring strategies to clients’ objectives and risk tolerance.