Ronald Bolte is a financial advisor with Legacy Wealth Management Inc. in Manassas, VA, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Carradice Wealth Advisors, Hightower Securities, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across more than 700 client relationships. The firm offers discretionary and non-discretionary asset management, unified managed account and SEI program access, financial planning, and no-cost public educational seminars, using documented investment strategies tailored to client goals and risk tolerance.

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.

Ghulam Mustafa is a Series 65-licensed financial advisor with Wellington Consulting Services Inc in Chantilly, VA, where he has worked since 2002, accumulating 21 years of industry experience. He serves as Secretary of Wellington Retirement Solutions, Inc., a firm associated with his RIA that provides third-party recordkeeping for company retirement plans. Wellington Consulting Services offers discretionary and non-discretionary investment management and retirement-plan consulting to individuals, plan participants, and company-sponsored retirement plans. The firm emphasizes low-cost implementation using no-load mutual funds, index funds, and ETFs, and serves a large client base through a platform- and participant-oriented approach that integrates pension consulting, recordkeeping, and fiduciary services.

Ashlen Garcia Rodriguez is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals and business owners to develop personalized financial strategies that support their goals today and into the future. Her services include financial planning, investment management, and ongoing guidance to help clients make informed decisions about wealth accumulation, retirement planning, risk management, and legacy planning. Ashlen's client focus encompasses areas such as college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Ashlen earned a Bachelor's Degree from George Mason University. Outside of her professional work, Ashlen engages in activities including adventure sports, biking, boxing, hiking, rock climbing, running, spending time with her family, traveling, watching movies, and yoga.

Kelly Demers is a financial advisor at Northwest Financial Advisors LLC with nine years of industry experience. Kelly holds a Series 66 designation and previously worked at Merrill and Bank of America. Outside of financial advising, Kelly serves as a board member for the Alabama Ballet, focusing on fundraising and awareness. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm follows a long-term, asset-allocation-driven approach and offers customized portfolio management primarily through LPL Financial custodial programs and an Outsourced Chief Investment Officer program.

Stuart Rainer is a financial advisor at NobleBridge Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. Rainer has been with NobleBridge Wealth and its affiliated Northern Virginia Wealth advisory business since 2019. NobleBridge Wealth Management provides investment management, financial planning, retirement-plan consulting, and project-based services to individuals, high-net-worth families, trusts, estates, retirement plans, and charitable organizations. The firm employs a combination of fundamental, technical, and quantitative analysis, offering multiple investment strategies through both in-house and third-party managers.

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.

Robert Alexander is a Series 65-licensed financial advisor with Wellington Consulting Services Inc in Chantilly, VA, where he has worked since 2007. He has 17 years of industry experience. Alexander serves as Treasurer of Wellington Retirement Solutions, Inc., a related entity providing third-party recordkeeping for company retirement plans. Wellington Consulting Services offers discretionary and non-discretionary investment management and retirement-plan consulting to individuals, plan participants, and company-sponsored retirement plans. The firm frequently accepts ERISA fiduciary roles and emphasizes low-cost implementation through diversified model portfolios using mutual funds, index funds, and ETFs.

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.

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.

Vladimir Zyuzin is a Series 65 licensed financial advisor with eight years of industry experience. He has worked at Wellington Consulting Services, Inc. since 2017 and previously spent four years at Wellington Financial Group, Inc. He also serves as a pension consultant for Wellington Retirement Solutions. Wellington Consulting Services provides discretionary and non-discretionary investment management and retirement-plan consulting for individuals, plan participants, and company-sponsored retirement plans. The firm frequently assumes ERISA fiduciary roles and uses a low-cost approach with diversified model portfolios, no-load mutual funds, index funds, and ETFs, supported by a platform-oriented service model.

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.

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.

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.