Kevin Fisher is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has held leadership roles at several affiliated entities, including President and CEO of Northwest Capital Management and Northwest Financial Advisors. Fisher’s background includes work with LPL Financial and multiple Northwest-branded financial service companies. Northwest Financial Advisors LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities by providing customized portfolio management and financial planning. The firm emphasizes a long-term, asset-allocation-driven investment approach and utilizes LPL Financial custodial programs alongside an Outsourced Chief Investment Officer platform for portfolio oversight.

Tyler Steigerwald is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors, holding a Series 65 credential and has been in the industry since 2023. Prior to joining SGK Wealth Advisors, he worked in local government and education roles. Steigerwald, Gordon & Koch provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diversified investment approach with ongoing monitoring and incorporates client-directed ESG considerations, offering both long- and short-term strategies.

Matthew Hutchison is a financial advisor at Abich Financial Wealth Management, LLC, holding a Series 65 designation. He has been with the firm since 2023 and previously worked at Carmax and Tractor Supply Company. Hutchison has no prior industry experience before joining Abich Financial. Abich Financial Wealth Management is an SEC-registered, five-advisor team providing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment process combining fundamental, technical, cyclical, and charting analysis, and offers discretionary and non-discretionary portfolio management alongside third-party manager access and educational workshops.

Joseph Scanlan is a financial advisor at Toth Financial Advisory Corp with a Series 65 designation and over a decade of experience in the industry. He previously worked at Lowers Risk Group for ten years and operated Scanlan Consulting for one year before joining his current firm. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, and also manages a private pooled investment vehicle. The firm employs a fundamental, buy-and-hold investment approach combined with the use of leverage and macroeconomic asset allocation adjustments, catering to sophisticated investors.

Kenneth Bowen is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with Toth Financial Advisory Corp since 2013. 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 manages approximately $1 billion in assets and employs a fundamental, buy-and-hold investment approach combined with leveraged instruments and macroeconomic adjustments, catering to sophisticated investors.

Eric Thomas is a financial advisor at Heritage Financial LLC with a Series 65 designation and one year of industry experience. Prior to joining Heritage Financial, he worked in IT support at Texas Tech University and served nine years in the United States Marine Corps. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm uses a LifeMap Discovery process to develop tailored plans and constructs portfolios using a core-and-satellite approach with broadly diversified mutual funds and ETFs, often implementing strategies through independent third-party advisers.

Robert Reardon is a financial advisor at Hendershot Investments, Inc. with four years of industry experience. He holds a Series 65 designation and has been with Hendershot Investments since 2020. Prior to his advisory role, he spent four years at Pennsylvania State University. Hendershot Investments provides fee-only, discretionary portfolio management, financial planning, and consulting services 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 emphasizing high-quality companies, intrinsic-value analysis, and conservative fixed-income laddering, supported by AI and machine-learning tools, and maintains regular investor communications.

Nicole Davis is a financial advisor with Northwest Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Northwest Financial Advisors LLC, Northwest Financial Group LLC, and LPL Financial for over a decade in various roles. 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 investment approach, tailoring portfolios based on client time horizons, risk tolerance, and objectives, while utilizing LPL Financial custodial programs and an Outsourced Chief Investment Officer program to support portfolio oversight and manager due diligence.

David Ocasio is a ChFC® credentialed advisor at Horter Investment Management, LLC with four years of industry experience. He previously worked at Patriot Advisory Group and has been involved with Highland Capital Brokerage since 2005. Ocasio is also the owner and sole proprietor of Ocasio Financial Services, where he operates as an annuity wholesaler. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, pension plans, and corporations. The firm utilizes a combination of model and multi-manager portfolios, third-party money managers, and alternative investments as part of its investment oversight.

Angela Bender is a CFP® with 20 years of industry experience, currently serving at AMJ Financial Wealth Management LLC in Leesburg, VA. She has been with AMJ Financial since 2007 and also works with OSAIC since 2014. Outside of her advisory role, she is president of the Loudoun Estate Planning Council. AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management to a range of clients including individuals, families, trusts, retirement plans, foundations, and institutions. The firm combines macroeconomic analysis with fundamental and quantitative research to manage client portfolios and offers specialized services such as retirement-plan advisory and small-business consulting.

Patrick Moore is a financial advisor at Hughes Financial Services, LLC with seven years of industry experience. He holds the Series 65 designation and has been with the firm since 2016. Moore also worked at George Mason University from 2016 to 2018. 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 includes investment management, trading, and custodial services.

Andrew Downey is a financial advisor with Heritage Financial LLC in Gainesville, VA, holding a Series 65 designation and two years of industry experience. Before joining Heritage Financial in 2024, he worked in various educational roles, including positions with Prince William County and Culpeper County Public Schools. Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses, and corporations, managing approximately $408 million in assets for about 350 clients through a seven-advisor team. The firm employs a LifeMap Discovery process to customize financial plans and uses core-and-satellite allocations with third-party model portfolios, managing most accounts on a discretionary basis.

Jennifer Mascarenas is a CFP® with three years of industry experience, currently serving as a financial advisor at Steigerwald, Gordon & Koch - Wealth Advisors. Her prior experience includes roles at Bogart Wealth, Northern Trust, and Mariner Wealth Advisors. 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 client objectives across various asset classes and employs both long- and short-term strategies while monitoring accounts on an ongoing basis.

Kevin Arbogast is a financial advisor at Toth Financial Advisory Corp in Leesburg, VA, holding a Series 65 designation with 14 years of industry experience. He has been with Toth Financial Advisory Corporation since 2010. Toth Financial provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, managing approximately $1 billion in client assets. The firm combines fundamental company analysis with a buy-and-hold strategy and incorporates leverage and macroeconomic views in managing both individual accounts and a private pooled investment vehicle.

Sean Mc Carthy is a financial advisor at AMJ Financial Wealth Management LLC with a Series 65 credential and approximately one year of industry experience. Prior to joining AMJ Financial Wealth Management, he held positions at Bogart Wealth and several educational institutions, including Virginia Tech University and Northern Virginia Community College. AMJ Financial Wealth Management provides financial planning and discretionary investment management services to individuals, families, trusts, retirement plans, foundations, and institutions. The firm combines top-down macroeconomic analysis with fundamental and quantitative research to guide portfolio decisions and offers specialized retirement-plan services and small-business consulting.

Karen Lewis is a financial advisor with The Lewis Financial Group in Ashburn, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior experience includes nine years with Wells Fargo Clearing and seven years with Wells Fargo Advisors LLC. She is also an individual agent for fixed insurance sales outside of her advisory role. The Lewis Financial Group serves individuals, high-net-worth clients, trusts, estates, foundations, and business entities by providing investment management, financial planning, and consulting. The firm employs a mix of active and passive strategies to build risk-adjusted, tax-aware asset allocations and utilizes various platforms and managed account programs to implement client strategies.

Berkeley Meredith is a CFP® with eight years of industry experience, currently serving as an advisor at Hughes Financial Services, LLC. Meredith has been with Hughes Financial Services since 2017 and previously worked at Virginia Tech from 2013 to 2017. Hughes Financial Services is a team-based registered investment adviser with nine 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.

Yahia Albaghdadi is a financial advisor at Heritage Financial LLC with a Series 65 designation and one year of industry experience. Prior to joining Heritage Financial, he held roles at Goldman Sachs, Ridgely Walsh, LLC, and GameDuell GmbH. His background also includes academic positions at Bard College Berlin, LCC International University, and United World College, Dilijan. Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses, and corporations, providing investment management and financial planning. The firm uses a LifeMap Discovery process to tailor core-and-satellite allocations and manages approximately $408 million in assets for around 350 clients through a seven-advisor team.

Jill Bertke is a CFP® and holds a Series 66 license, with 23 years of industry experience. She has worked at LPL Financial since 2004 and has been with TVAMP, LLC since 2019. She previously worked at Wealthcare Advisory Partners LLC and Equitable Advisors. Bertke serves as successor trustee for family trusts. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios primarily composed of mutual funds and ETFs, and offers services such as written financial plans, retirement-plan advisory, and sub-advisory relationships.

James Ventrelli is a financial advisor at AMJ Financial Wealth Management LLC with a Series 65 credential and three years of industry experience. He has been with AMJ Financial since 2022 following an eight-year period as a student. 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 combination of top-down macroeconomic analysis and quantitative sector evaluations to guide its investment decisions and offers additional services such as retirement-plan advisory and small-business consulting.