Gregory Grimsley is a financial advisor at Wealthcrest Financial Services, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research since 2015 and Wealthcrest Financial since 2014. In addition to his advisory role, he is co-owner of the Grimsley Agency, a real estate partnership. Wealthcrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers fee-based portfolio management using custodial relationships primarily with Cambridge and combines fundamental and technical analysis with both long- and short-term trading strategies.

Kimberly Weihbrecht is a financial advisor at Atwood Financial Planning LLC in Alexandria, VA, holding a Series 65 designation and having six years of industry experience. She has worked at Atwood since 2020 and concurrently serves as an Operations Research Analyst for the U.S. Department of Energy, focusing on energy statistics and data collection related to coal use and international coal trading. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities with comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment strategy, and non-discretionary portfolio management, while also offering unique programs such as concierge services, seminars, and a branded finance app.

James Emanuelson is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Avenir Corporation, where he has worked since 2021. His prior experience includes roles at Bank of America, Merrill, Davidson Park Capital, and Houlihan Lokey Capital. Avenir Corporation provides discretionary investment management to individuals, trusts, foundations, pension and profit-sharing plans, and private funds. The firm follows a bottom-up, core value investment strategy focused on capital preservation, real returns, and a margin of safety, managing concentrated portfolios that often include convertibles and distressed debt.

Ronald Whitley is a financial advisor at Acorn Financial Advisory Services, Inc. in Alexandria, VA, with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked with Acorn since 2017. Outside of advising, he operates as an independent software consultant. Acorn Financial Advisory Services, Inc. is a fee-only SEC-registered investment adviser managing approximately $1.4 billion for individuals, families, and various institutional clients. The firm employs globally diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, and offers defined model families alongside tactical investment strategies.

Steven Brandt is a financial advisor at Acorn Financial Advisory Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Acorn since 2017, following a year at LPL Financial. He is a partner in a personal closed investment partnership, Path to AUM LLC, involving three licensed representatives. Acorn Financial Advisory Services, Inc. is a fee-only investment adviser managing approximately $1.4 billion in assets for individuals, families, trusts, charitable organizations, and small businesses. The firm offers globally diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, and provides subadvisory services and annuity contract administration.

Christian Litscher is a CFP® and CFA® credentialed advisor at Illumination Wealth Management with six years of industry experience. He has worked at Illumination Wealth Management since 2026, following three years as a self-employed advisor and six years at McLean Asset Management Corp. Illumination Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm’s team of nine advisors manages about $471 million, offering comprehensive Financial Life Management, pension consulting, and business-owner exit planning through client-specific investment policy statements and diversified model portfolios.

Robert Long is a CFA® charterholder with over a decade of industry experience. He is currently with Westbourne Investments, Inc. and also serves as managing partner and investment committee member at GarMark Partners, a private debt investment fund. Westbourne Investments provides investment management and financial planning services to individuals, pension plans, and institutions. The firm combines top-down macro analysis with bottom-up security selection and incorporates options strategies within defined risk parameters.

Sean Cullen is a financial advisor at Prestige Wealth Management with a Series 65 designation and one year of industry experience. He has served in the United States Air Force since 2003. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm offers a range of services including discretionary investment management, financial planning, and retirement plan advisory, utilizing an asset-allocation approach and various third-party tools.

Russell Robertson is a CFP® and ChFC® with 18 years of industry experience. He has been with Wealthcrest Financial Services, LLC since 2008 and has also been affiliated with Cambridge Investment Research, Inc since 2007. He serves on the USMA Class of 1958 Endowment Board and is involved in educational services as a course director and instructor. Wealthcrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers comprehensive financial plans, ongoing portfolio management, and employer/employee benefit consulting, combining fundamental and technical analysis with both long- and short-term trading strategies.

Fredric Miller is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He has held prior roles at Horter Investment Management, LLC and operated his own financial planning business, Rick Miller & Associates, for nearly two decades. Outside of advising, he provides retirement training for federal employees and is involved in educating clients about IRMAA legislation and its effects on Social Security and Medicare costs. Virtue Capital Management, LLC serves a diverse client base including individuals, trusts, estates, and qualified plans, offering customized portfolio management and financial planning through a multi-team model. The firm employs a mix of tactical, strategic, and dynamic investment approaches and provides ongoing monitoring, reporting, and client education.

Evan Beach is a CFP® professional with 16 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Madison Avenue Securities, Campbell Wealth Management, and LPL Financial. Outside of his advisory work, he owns Beach Consulting, through which he provides sales consulting and professional speaking engagements to universities and organizations. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm supports both advisor-managed and model portfolio approaches, integrating institutional resources and retirement plan services with access to third-party managers and alternatives.

John Sciuto is a financial advisor with XML Financial Group in Alexandria, VA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets across about 2,890 clients. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, tailoring portfolios at the household level through fundamental and technical analysis and third-party managers.

David Wirth is a CFP®-certified financial advisor at Facet with 25 years of industry experience. He has worked at several firms, including T. Rowe Price Advisory Services, TIAA-CREF, Savant Capital Management, and AAFMAA Wealth Management & Trust before joining Facet in 2017. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients across a range of wealth levels. The firm employs technology-driven, model-based asset allocations and offers a flat subscription fee structure that includes investment management services.

Sean Gates is a CFP® professional with 15 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at Motley Fool Wealth Management and Ameriprise. Outside of his advisory role, he is involved in a small business startup consulting venture focused on tax-related products and franchise advisory services. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, families, businesses, charitable organizations, and retirement plans. The firm combines centrally managed investment strategies with locally managed portfolios and offers a range of financial planning, portfolio management, and consulting services across various asset classes and client types.

Cherisse Ferrier Yarde is a financial advisor with Gibbs Wealth Management, LLC, holding Series 63 and Series 65 licenses and with seven years of industry experience. Her prior roles include positions at New York Life Insurance Company and NYLIFE Securities LLC. She is also engaged in insurance brokering through outside carriers for non-registered insurance products. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients using third-party model portfolios and platforms. The firm focuses on aligning investment strategies with clients’ financial situations and risk tolerance rather than constructing proprietary portfolios.

Lauren O'Brien is a CFP® and holds a Series 66 license, with 15 years of experience in the financial industry. She has been with XML Financial Group since 2019 and has worked at XML Securities, LLC (formerly Lara, May & Associates, LLC) since 2013. Outside of her advisory role, she contributes as a writer to the Alexandria Stylebook, a nonprofit serving the City of Alexandria, Virginia. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients, providing investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities, utilizing a combination of fundamental and technical analysis alongside third-party managers.

Simon Joseph is a financial advisor with United Advisor Group, holding Series 65 and Series 66 licenses and 17 years of industry experience. He has worked at firms including LPL Financial LLC, Momentum Independent Network, Truist Advisory Services, and BB&T Securities. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base with portfolio management and retirement planning, employing a combination of strategic and tactical asset allocation alongside value investing and multiple analytical techniques.

Michael Duprey is a CFP® professional with 25 years of industry experience, currently serving at Advisory Services Network since 2024. He previously worked at Ategra Capital Management for seven years and 1st Portfolio Wealth Advisors for five years. Duprey is also the owner of DSP Financial Group, a service company managing business income and expenses. Advisory Services Network supports a large network of independent investment adviser representatives, providing a range of advisory and planning services to individuals, families, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and investment consulting using diverse securities and third-party managers.

Kathy Banyas is a financial advisor with United Advisor Group and holds a Series 66 designation. She has 25 years of industry experience, including prior roles at LPL Financial, Momentum Independent Network, Truist Investment Services, and Scott & Stringfellow. Banyas is also a commissioned notary in Virginia. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial planning, and family office services, utilizing proprietary model portfolios and a combination of fundamental, technical, and strategic asset-allocation approaches.

Stephen Frederick is a financial advisor at Moors & Cabot, Inc. with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Moors & Cabot since 2001. Outside of his advisory role, he serves as Chairman of the Finance Committee at Calvary United Methodist Church in Arlington, VA. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services with tailored portfolio strategies, combining discretionary and non-discretionary approaches.