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.

Jonathan Browning is a financial advisor with Acorn Financial Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Acorn since 2017 and has prior experience at VOYA Financial Advisors, Inc. and Great Point Capital, LLC. Acorn Financial Advisory Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $1.4 billion in assets. The firm offers personalized financial planning and portfolio management to a diverse client base, utilizing globally diversified portfolios and a variety of investment strategies, including subadvisory services and tactical tools.

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.

Max Kortegast is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Hopwood Financial Services, Inc. and previously worked at WealthSpire Advisors, Bank of America, N.A., and Merrill. Outside of financial advising, he owns and supervises operations for MK Heavy, LLC, a business involved in 18-wheeler sleeper truck rentals. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management alongside financial planning and retirement plan consulting. The firm manages approximately $666.6 million for about 273 client households with a six-advisor team and employs a disciplined investment process overseen by an Investment Committee.

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 eight years of industry experience. He holds a Series 65 designation and has been with Hughes Financial Services since 2016. Prior to joining the firm full-time, he also worked at George Mason University from 2016 to 2018. 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 utilizing firm-developed model portfolios and a combination of fundamental, cyclical analysis, and modern portfolio theory.

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.

Peter Ramig is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Hopwood Financial Services, Inc. since 2023 and previously spent eight years with VALIC Financial Advisors, Inc. in Arlington, VA. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management alongside financial planning and retirement plan consulting. The firm’s investment process is guided by an Investment Committee and emphasizes multi-year holding horizons, cash as an asset class, and the use of major custodial platforms for portfolio oversight.

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.

Jonathan Cox is a financial advisor at Acorn Financial Advisory Services, Inc. with four years of industry experience. He holds a Series 65 designation and is also an attorney, owning NOVA Estate Planning, PLLC, an estate planning and administration law firm where he provides legal services on a flat-fee and hourly basis. Cox serves clients in northern Virginia and has plans to expand similar legal services to the Richmond area. Acorn Financial Advisory Services provides personalized financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.23 billion for around 2,300 to 2,400 clients through 11 advisors, offering both custom and model-based portfolios with discretionary and non-discretionary management across multiple platforms.

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.

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.

James Gambaccini is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently with Acorn Financial Advisory Services, Inc., where he has worked since 2003 in various capacities. Outside of advisory work, he is involved in fixed insurance sales and leads Acorn Tax Planning, a tax preparation and filing service. Acorn Financial Advisory Services, Inc. is a fee-only SEC-registered investment adviser serving individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.4 billion in assets and employs diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, incorporating tactical tools and alternatives for suitable clients.

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.