Thomas Bryan is a financial advisor at Abich Financial Wealth Management, LLC in Ashburn, VA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Equitable Advisors, LLC and various positions outside the financial sector. Abich Financial Wealth Management is a 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 and offers discretionary and non-discretionary portfolio management, standalone financial planning, and access to third-party managers and wrap-fee programs.

Mason Coyle is a financial advisor at Legacy Wealth Management Inc. with two years of industry experience and holds a Series 66 designation. His prior experience includes roles at Guardian Life and Morgan Stanley’s 10 Goal Wealth Management. 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 delivers discretionary and non-discretionary asset management, financial planning, and public educational seminars, employing tailored investment strategies documented in client Investment Policy Statements.

Jerry Guido is a CFP® and holds a Series 66 license with 18 years of industry experience. He currently serves with Northwest Financial Advisors LLC and has concurrently worked in tax preparation and accounting since 2011. Guido also operates NW Insurance Agency LLC, combining investment advisory and insurance services. Northwest Financial Advisors LLC offers 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 and provides customized portfolio management supported by LPL Financial custodial programs and an Outsourced Chief Investment Officer program.

Harry Karageorge is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors in Leesburg, VA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Steigerwald, Gordon & Koch for 10 years. Steigerwald, Gordon & Koch provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diverse investment approach including equities, fixed income, and ETFs, with an emphasis on ongoing monitoring, rebalancing, and cash management, while offering ESG integration and consulting services upon client request.

John Mullis is a financial advisor with AMJ Financial Wealth Management LLC in Leesburg, VA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with AMJ Financial since 2012. In addition to his advisory role, Mullis sells fixed annuities through a separate business under the DBA AMJ Financial LLC, working approximately four hours per week. AMJ Financial Wealth Management serves individual and high-net-worth clients as well as institutional clients such as retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary investment management and financial planning, using a research process that integrates macroeconomic, fundamental, and quantitative analysis to implement tailored portfolios.

Stephanie Muskovac is a financial advisor at Toth Financial Advisory Corp with a Series 65 designation and two years of industry experience. Prior to joining Toth Financial in 2022, she served in the United States Navy from 2014 to 2022. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, managing approximately $1 billion in client assets. The firm employs a buy-and-hold investment approach focused on fundamental analysis and economic cycle assessments, and it also acts as the general partner to a private pooled investment vehicle with a performance-based compensation structure.

Eian Lomash is a financial advisor at Legacy Wealth Management Inc. in Manassas, VA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Mass Mutual, among others. Lomash is also involved with Legacy Associates Inc., an affiliated insurance agency. 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 accounts, financial planning, and no-charge public educational seminars, with investment strategies tailored to client goals and risk tolerance.

Todd Pettibon is a financial advisor at Toth Financial Advisory Corporation in Leesburg, VA, holding a Series 65 license with five years of industry experience. Prior to joining Toth Financial in 2020, he worked at Deloitte Consulting and served in the United States Navy from 1993 to 2019. 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 emphasizes fundamental analysis and a buy-and-hold investment approach, incorporating leverage and options as part of its strategy, and operates a private pooled investment vehicle with performance-based compensation.

Thomas Turner is a CFP® professional with 33 years of experience in the financial services industry. He has been with Northwest Financial Advisors LLC since 2013 and also has a long tenure with LPL Financial, LLC dating back to 2008. Turner provides investment advisory services through Northwest Financial Advisors LLC, an independent firm affiliated with Northwest Federal Credit Union. Northwest Financial Advisors LLC offers discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, employer-sponsored plans, and other entities. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven approach, utilizing both in-house portfolio analysis and external investment programs to tailor portfolios to client needs.

Zara Sharifi is a financial advisor at Legacy Wealth Management Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles at Bozzuto and Greystar, as well as time as a full-time student. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across over 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 a combination of fundamental, technical, and cyclical analysis tailored to client goals and risk tolerance.

Jamshid Sharifi is a Series 65-credentialed advisor with over 11 years of industry experience, currently serving at Legacy Wealth Management Inc. in Manassas, VA. He is also president and owner of Legacy Associates Inc., an insurance business. Sharifi holds a silent partnership in a retail business based in Wilkes Barre, PA. 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, financial planning, and no-fee public educational seminars, using tailored investment strategies documented in client Investment Policy Statements.

Jennifer Panicker is a financial advisor with Mathis Wealth Management who holds a Series 66 designation and has 22 years of industry experience. She has worked at several firms, including Ausdal Financial Partners and United Planners' Financial Services. Mathis Wealth Management provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, and various retirement plans. The firm employs a strategic asset allocation approach focused on diversification and offers services including portfolio management, ERISA consulting, and participant education.

Wesley Kabance is a financial advisor at Toth Financial Advisory Corp in Leesburg, VA, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Toth Financial since 2019, following a 28-year tenure at American Century Investment Services Inc. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, trusts, and retirement plans, managing approximately $1 billion in client assets. The firm employs a fundamental, buy-and-hold investment approach combined with tactical use of margin, leveraged ETFs, and options, and operates a private pooled investment vehicle with performance-based compensation.

Eric Randolph is a CFP® professional with 25 years of industry experience. He has worked at Steigerwald, Gordon & Koch - Wealth Advisors since 2022 and previously spent 19 years at Hopwood Financial Services, Inc. He holds Series 63 and Series 65 licenses. 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 across equities, fixed income, mutual funds, and ETFs, tailoring allocations to client objectives and employing both long- and short-term strategies.

Andrew Yashin is a CFA® charterholder with 10 years of industry experience. He has been with Signet Financial Management, LLC since 2014. The firm provides wealth management, discretionary portfolio management, financial planning, retirement-plan advisory, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. Signet manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary investment process that combines fundamental and quantitative analysis to construct diversified portfolios.

David O’Neill is a CFP® professional with eight years of industry experience, currently serving as an advisor at Heritage Financial LLC since 2018. He previously worked at Spire Investment Partners LLC for one year. Outside of his advisory role, he is the sole member of a private residence management entity in Gainesville, VA, focused on personal investment activities. Heritage Financial LLC advises individuals, families, trusts, charitable organizations, small businesses, and corporations, managing approximately $408 million in assets for about 350 clients. The firm employs a LifeMap Discovery process to establish client goals and uses individualized core-and-satellite portfolio allocations, often incorporating third-party model portfolios.

Blake Fellows is a financial advisor with Wealthcare Capital Partners, LLC, holding a Series 66 license and bringing 25 years of industry experience. He has worked at multiple firms including LPL Financial and Coastal Equities, Inc., and has maintained his own advisory practice under Fellows Financial Group since 2015. Outside of advisory work, he serves as president of Fellows Risk Solutions, an agency specializing in life, health, disability, and long-term care insurance. 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 assets and utilizes a goals-based, evidence-based investment process integrating behavioral economics and quantitative metrics.

Kristina Fernandes is an advisor at Hughes Financial Services, LLC, holding a Series 65 credential. She has three years of industry experience, including nine years of prior work at Sloper's Stitch House. 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 offers discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program that incorporates firm-developed model portfolios, ongoing monitoring, and access to unaffiliated independent managers.

Barry Bass Jr. is a CFP® and ChFC® with 22 years of industry experience. He is currently with Northwest Financial Advisors LLC and has previously worked at Fulton Bank, Raymond James Financial Services, and M&T Securities. 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 clients’ time horizons, risk tolerance, and objectives, implementing strategies primarily through LPL Financial custodial programs and an outsourced chief investment officer program.

Joshua Cohen is a financial advisor at AMJ Financial Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Glory Days, Domino’s, James Madison University, and Staples. 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 provides discretionary investment management, financial planning, retirement plan advisory, and small business consulting, using a research-driven approach that incorporates macroeconomic, fundamental, and quantitative analysis.