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.

Jeffrey Axt is a financial advisor at The Lewis Financial Group with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. The Lewis Financial Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a mix of active and passive strategies in building tax-aware, risk-adjusted asset allocations and offers services including discretionary and non-discretionary portfolio management and independent manager oversight.

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.

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.

Eleni Milligan is a financial advisor at Hughes Financial Services, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Savant Wealth Management and Aerie, as well as part-time work while attending Salisbury University. Hughes Financial Services is a team-based registered investment adviser with seven advisors managing approximately $760 million for individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside integrated financial planning and an all-inclusive wrap-fee program.

Nathan Levin is a financial advisor at Northwest Financial Advisors LLC with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at LPL Financial LLC, Northwest Federal Credit Union, the United States Senate Office of Senator Cynthia Lummis, Amazon, and Berkadia. 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 custodial programs as well as an Outsourced Chief Investment Officer program to support portfolio management and optimization.

Neetu Kohli is a financial advisor with Northwest Financial Advisors LLC, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. Her prior career includes roles at PNC Bank and PNC Investments, Wells Fargo Clearing, Charles Schwab, and United Brokerage Services. She is also an author of children's reading books. 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 investment approach with customizable portfolios implemented through LPL Financial programs.

Nakia Brown is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at LPL Financial, Morgan Stanley, Madison Avenue Securities, and Campbell Wealth Management. Outside of advising, she works part-time as a delivery driver for DoorDash and is a commissioned notary in Virginia. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets, using a long-term, asset-allocation-driven approach supported by an in-house Portfolio Analyst and monthly Investment Committee.

Jeff Doan is a CFP® with 14 years of industry experience, currently serving at Craft Wealth Services since 2018. Prior to this, he worked at Capital One Advisors and Capital One Investing from 2015 to 2018. In addition to his advisory work, he is an insurance agent and author of the book *The One Percent - Financial Independence*, which is available on Amazon. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that incorporates fundamental and technical analysis, with discretionary management and tailored client advice.

Evgeniy Yashin is a CFA® charterholder with 17 years of industry experience. He has been with Signet Financial Management, LLC since 2014 and previously worked at Summit Financial, LLC. Outside of his advisory role, he serves as CEO of Hollistico, a financial technology AI company, and is a board member and passive investor in GreenSmith, LLC, a hemp growing farm. Signet Financial Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary wealth management, portfolio management, financial planning, and advisory services. The firm uses a disciplined, evidence-based investment process combining fundamental and quantitative analysis to construct customized portfolios for its clients.

Richard Holden is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been affiliated with Northwest Financial Group LLC, Northwest Financial Advisors LLC, and LPL Financial since 2016. Outside of his advisory role, he holds a notary commission in Virginia and is engaged in an airplane leasing business. 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 and primarily implements strategies through LPL Financial custodial programs and its Outsourced Chief Investment Officer program.

Fredric Miller is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Horter Investment Management, LLC and operated his own financial planning practice, Rick Miller & Associates. Miller also provides retirement training for federal employees and works as an independent IRMAA certified planner, focusing on the impact of Medicare-related legislation. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing quantitative optimization and proprietary models with an active, model-driven investment approach.

Noorjahan Enayat is a CFP® and Series 66 licensed advisor with 13 years of industry experience. She has been with XML Financial Group since 2016. In addition to her advisory role, she also serves as an insurance agent for non-securities based products. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves around 2,890 clients, offering investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities through a combination of fundamental and technical analysis and third-party managers.

Rodney Gray is a financial advisor at Wedbush Securities Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he owns and operates Fiddlers Green Farm in Virginia, where he sells hay locally. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering a range of brokerage and investment advisory services. The firm combines broker-dealer and capital markets functions with clearing, custodial, and prime services, supporting various managed account programs and commission-based brokerage arrangements.

David Wirth is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Facet Wealth since 2017. Prior to Facet, he worked at AAFMAA Wealth Management & Trust and Savant Capital Management. Facet Wealth provides subscription-based financial planning and investment management services to individual clients across a range of wealth levels. The firm uses a holistic financial planning approach and discretionary asset-allocation programs primarily focused on ETFs, offering fixed fees rather than percentage-of-AUM charges.

Jan Kowal is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has worked at Stratos Wealth Advisors LLC since 2021, following prior roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory work, Kowal is involved as a passive investor in several business ventures, including an oil and lube business and a convenience store operation. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, and institutional clients, offering customized financial planning and portfolio management through advisor-managed programs and third-party platforms. The firm’s integrated access to SEI-affiliated investment and trust services distinguishes its comprehensive approach.