Jo Ann Weinhardt is a financial advisor at Hughes Financial Services, LLC with 30 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Hughes Financial Services since 2016. Hughes Financial Services is a team-based registered investment adviser 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.

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 financial advisor at Heritage Financial LLC with a CFP® designation and 10 years of industry experience. His prior roles include positions at Halpern Financial, Inc., Origin Financial, and Acorn Financial Advisory Services, Inc. Outside of his advisory work, Clarke is a volunteer board member of the Financial Planning Association of the National Capital Area and owns a financial literacy consulting business, Virtual Business Virtuosos dba Gig Wealthy. Heritage Financial serves individuals, families, trusts, charitable organizations, small businesses, and corporations, managing approximately $408 million in regulatory assets through a seven-advisor team. The firm offers investment management and financial planning services, using a LifeMap Discovery process to develop personalized portfolios that often incorporate third-party model allocations and a formal manager due diligence process.

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.

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.

Ingrid Hendershot is the principal at Hendershot Investments, Inc. in Centreville, VA, with 32 years of industry experience. She has been with Hendershot Investments since its founding in 1994. The firm provides fee-only, discretionary portfolio management and financial planning for individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. It manages approximately $1.07 billion across about 516 clients with a four-advisor team, employing a fundamental, long-term investment approach that integrates high-quality company analysis, intrinsic-value assessment, and conservative fixed-income laddering alongside AI-assisted research and regular client communications.

Victor Cunningham is a CFA® charterholder with four years of industry experience. He has worked at The Hoerner Planning Group since 2024 and previously spent over a decade at Third Avenue Management. The Hoerner Planning Group provides wealth advisory services to affluent families and related entities, focusing on long-term, strategic asset allocation with selective tactical adjustments. The firm manages approximately $1.5 billion in assets and typically implements portfolios through Independent Managers employing value-oriented, concentrated strategies.

Sarah Albritton is a CFP® professional with eight years of industry experience, currently serving at The Hoerner Planning Group, LLC since 2011. She is based in Middleburg, VA and is part of a four-advisor team. The Hoerner Planning Group provides comprehensive wealth advisory services to affluent families and related entities, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm follows a long-term, strategic asset-allocation approach, managing approximately $1.5 billion in regulatory assets with a focus on value discipline and concentrated strategies through Independent Managers.

Henry Hoerner is a financial advisor with The Hoerner Planning Group, LLC in Middleburg, VA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with The Hoerner Planning Group since 2006. Outside of his advisory role, he serves on the boards of Curtis Investment Group Inc. and Elk Run LLC, and is a limited partner in entities focused on affordable housing development in Northern Virginia. He also acts as a trustee for several family and client trusts. 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 emphasizes customized, strategic asset allocation through independent managers with a long-term focus, managing approximately $1.65 billion across a four-advisor team.

Heather Wilson is a CFP® with five years of industry experience, currently serving at Hughes Financial Services, LLC. Her background includes roles at Charles Schwab and Purdue University. Hughes Financial Services is a team-based registered investment adviser 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 diversified investment strategies.

Shawn Reardon is a financial advisor at Hendershot Investments, Inc. with seven years of industry experience and holds a Series 65 credential. He previously worked at Edaptive Systems from 2011 to 2016 and is a member of Information Collection Enterprises, LLC, a clinical data services business, where he oversees business and finance functions. Hendershot Investments provides personalized, fee-only investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s approach focuses on fundamental analysis and intrinsic-value assessment of high-quality companies, employing discretionary portfolio management with an emphasis on low turnover, fixed-income laddering, and diversified funds.

Jiashuo Qin is a CFP® professional with six years of industry experience and holds the Series 66 designation. He is currently a financial advisor at Northwest Financial Advisors LLC in Herndon, VA, and previously worked at firms including LPL Financial LLC, Wells Fargo Clearing, Charles Schwab, and TD Ameritrade. Qin has been involved in media-related business activities in the past. 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, tailoring strategies to clients’ time horizons, risk tolerance, and objectives, and utilizes LPL Financial custodial programs along with an Outsourced Chief Investment Officer program for portfolio oversight and management.

Sarah Irving is a CFP® professional with nine years at Meridian Financial Partners LLC and a total of five years in the financial advisory industry. Prior to joining Meridian, she worked at Prospect 33 for six years. 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 generally manages client portfolios on a discretionary basis, combining internal and third-party research to inform investment decisions.

Gregory Grinnell is a financial advisor with Northwest Financial Advisors LLC in Leesburg, VA, holding a Series 66 designation and 20 years of industry experience. He has been with Northwest Financial Advisors since 2013 and has longstanding involvement with affiliated entities including NW Insurance Agency LLC, where he sells life, disability, and long-term care insurance. Northwest Financial Advisors LLC offers investment management, financial planning, 529 plan management, and retirement plan consulting services to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven investment approach supported by an in-house Portfolio Analyst and monthly Investment Committee.

Jozsef Szadvari III is a financial advisor with Northwest Financial Advisors LLC based in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at PNC Investments and PNC Bank, where he worked for eight years. He is also involved with Northwest Financial Group LLC, a registered broker-dealer affiliated with his firm. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven approach supported by an in-house Portfolio Analyst and Investment Committee.

Laura Corbiani is a CFP® professional with 11 years of experience in the financial services industry, currently serving at Equita Financial Network, Inc. and Astraea Wealth Management LLC since 2024. She previously worked at Midwest Capital Advisors, LLC for six years. Outside of financial advising, she is the founder and artist of I Draw Your Story, a business creating custom visual artwork and illustrated storybooks. Equita Financial Network, Inc. is an SEC-registered advisory firm that serves individual and high-net-worth clients with comprehensive financial planning and investment management. The firm emphasizes market efficiency and strategic asset allocation, providing discretionary management and support to affiliated advisers through a network model.

Elizabeth Clark is a financial advisor with Heritage Financial LLC in Gainesville, VA, holding Series 63, 65, and 66 licenses and 13 years of industry experience. She has worked at Heritage Financial since 2011 and is also involved with Intelligent Back Office Solutions, LLC, a private business focused on simplifying business transitions. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations, utilizing a core-and-satellite portfolio approach and collaborating with multiple third-party advisers.