Gary Schlaffer is a financial advisor at Alexander Randolph Advisory Inc with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at the firm since 1993. Alexander Randolph Advisory provides investment management, wealth management, and financial planning to individual investors, trusts, retirement plans, and charitable organizations. The firm serves both high-net-worth and non‑HNW clients, emphasizing client-specific investment policy statements, fundamental securities analysis, and minimizing transaction costs, while also offering accounting-adjacent services such as tax planning and preparation.

Thomas Wiseman II is a financial advisor with Wiseman & Associates Wealth Management in Middleburg, VA, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been affiliated with several entities bearing his name since 1986 and has worked with LPL Financial since 2007. Outside his advisory work, he is the managing member of a family investment LLC. Wiseman & Associates Wealth Management serves individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management, retirement consulting, and financial planning. The firm employs a broadly diversified investment approach based on Modern Portfolio Theory and fundamental analysis, utilizing both traditional management and a web-based platform through Betterment Institutional.

Robert Barron is a financial advisor at Signet Financial Management, LLC with four years of industry experience. He holds a Series 65 designation and has held roles at Signet Financial Management since 2021 and Summit Financial, LLC since 2026. Outside of advising, he was involved with Barron System Integration from 2017 to 2021. Signet Financial Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary wealth management, portfolio management, and financial planning services. The firm employs a disciplined, evidence-based investment process that integrates fundamental and quantitative analysis and often utilizes diversified portfolios with options for tactical rebalancing.

Caroline Ludwick is a financial advisor at AMJ Financial Wealth Management LLC with a Series 65 credential and two years of industry experience. Her prior work includes roles at Fannie Mae and FINRA, as well as positions at James Madison University and Highlands Swim and Tennis Club. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, small business consulting, and legacy management. The firm employs a research-driven investment process and offers client-specific portfolios, educational workshops, and a range of retirement plan services.

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.

Hal Greer III is a financial advisor with Wellington Consulting Services Inc in Chantilly, VA, holding Series 63 and Series 65 registrations and having 25 years of industry experience. He has been with Wellington Consulting Services since 2004 and is also involved with Home Buyer Connection. In addition to his advisory role, Greer spends significant time acting as a retirement plan record keeper for Everington Consulting, Inc. Wellington Consulting Services provides 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 through diversified model portfolios using no-load mutual funds, index funds, and ETFs, and serves a large client base with a platform- and participant-oriented approach.

Matthew Hutchison is a financial advisor at Abich Financial Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Abich Financial Wealth Management, he worked at Carmax and Tractor Supply Company and studied at James Madison University. Abich Financial Wealth Management is a multi-advisor team serving individual and high-net-worth clients with portfolio management and financial planning. The firm employs a blended investment approach that integrates fundamental, technical, cyclical, and charting analyses, utilizing third-party resources and maintaining regular account monitoring and tax-conscious rebalancing.

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.

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.

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.

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.

Peter Jones is a CFP® with 33 years of experience in the financial industry. He has worked at Wellington Consulting Services, Inc. since 1992. He also serves as president of Everington Consulting, Inc., a firm involved in third-party recordkeeping for retirement plans, where he spends a significant portion of his time in management. Wellington Consulting Services provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, plan participants, and company-sponsored retirement plans, frequently serving as an ERISA fiduciary. The firm employs low-cost investment strategies using mutual funds, index funds, and ETFs, alongside automated portfolio solutions with manual oversight, supporting a large client base through a scalable, participant-oriented platform.

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.