Kimberly Weihbrecht is a financial advisor at Atwood Financial Planning LLC in Alexandria, VA, holding a Series 65 designation and having six years of industry experience. She has worked at Atwood since 2020 and concurrently serves as an Operations Research Analyst for the U.S. Department of Energy, focusing on energy statistics and data collection related to coal use and international coal trading. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities with comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment strategy, and non-discretionary portfolio management, while also offering unique programs such as concierge services, seminars, and a branded finance app.

James Emanuelson is a CFA® charterholder with eight years of industry experience. He has worked at Avenir Corporation since 2021 and previously held roles at Bank of America, Merrill, and Davidson Park Capital. Avenir Corporation provides discretionary investment management to individuals, trusts, foundations, pension and profit-sharing plans, and private funds. The firm employs a bottom-up, core value investment approach focused on capital preservation and real returns, managing relatively concentrated portfolios with an emphasis on securities purchased at perceived discounts.

Renee Sewall is a financial advisor at Professional Financial Solutions, LLC in Fairfax, VA, holding a Series 65 designation with 11 years of industry experience. She has been with Professional Financial Solutions since 2013. Professional Financial Solutions, LLC primarily serves individual clients—including those with living or irrevocable trusts—and small business owners, providing financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive-minded investment approach using diversified mutual funds and ETFs, and manages over $409 million in client assets.

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.

Hsuan Wang is a financial advisor at Corrales & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Chevy Chase Trust and Quantis Wealth Management. Outside of his advisory role, Wang serves as treasurer of a nonprofit organization and teaches Chinese weekly, both on a volunteer basis. Corrales & Co. provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental, quantitative, technical, and charting analysis. The firm prepares customized Investment Policy Statements and may incorporate third-party managers or private funds as part of client strategies.

Ronald Whitley is a financial advisor with Acorn Financial Advisory Services, Inc., holding Series 63, 65, and 66 licenses and having eight years of industry experience. He has worked with Acorn since 2017 and is also an independent software consultant. Acorn Financial Advisory Services, Inc. is a fee-only registered investment adviser managing approximately $1.4 billion for a diverse client base including individuals, families, pension plans, trusts, and small businesses. The firm employs globally diversified portfolios using a variety of securities and offers specialized model strategies alongside educational seminars and subadvisory services.

Shawn Reardon is a financial advisor at Hendershot Investments, Inc. with eight years of industry experience. He holds a Series 65 designation and has been with Hendershot since 2006, concurrently serving as a member of Information Collection Enterprises, LLC, where he oversees business and finance functions. Hendershot Investments provides fee-only, discretionary portfolio management and financial planning 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 focused on high-quality companies and intrinsic-value analysis, supplemented by AI and machine-learning tools with human verification.

Steven Brandt is a financial advisor at Acorn Financial Advisory Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Acorn since 2017, following a year at LPL Financial. He is a partner in a personal closed investment partnership, Path to AUM LLC, involving three licensed representatives. Acorn Financial Advisory Services, Inc. is a fee-only investment adviser managing approximately $1.4 billion in assets for individuals, families, trusts, charitable organizations, and small businesses. The firm offers globally diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, and provides subadvisory services and annuity contract administration.

Christian Litscher is a CFP® and CFA® credentialed advisor at Illumination Wealth Management with six years of industry experience. He has worked at Illumination Wealth Management since 2026, following three years as a self-employed advisor and six years at McLean Asset Management Corp. Illumination Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm’s team of nine advisors manages about $471 million, offering comprehensive Financial Life Management, pension consulting, and business-owner exit planning through client-specific investment policy statements and diversified model portfolios.

Robert Long is a CFA® charterholder with over a decade of industry experience. He is currently with Westbourne Investments, Inc. and also serves as managing partner and investment committee member at GarMark Partners, a private debt investment fund. Westbourne Investments provides investment management and financial planning services to individuals, pension plans, and institutions. The firm combines top-down macro analysis with bottom-up security selection and incorporates options strategies within defined risk parameters.

Sean Cullen is a financial advisor at Prestige Wealth Management with a Series 65 designation and one year of industry experience. He has served in the United States Air Force since 2003. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm offers a range of services including discretionary investment management, financial planning, and retirement plan advisory, utilizing an asset-allocation approach and various third-party tools.

Russell Robertson is a CFP® and ChFC® with 18 years of industry experience. He has been with Wealthcrest Financial Services, LLC since 2008 and has also been affiliated with Cambridge Investment Research, Inc since 2007. He serves on the USMA Class of 1958 Endowment Board and is involved in educational services as a course director and instructor. Wealthcrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers comprehensive financial plans, ongoing portfolio management, and employer/employee benefit consulting, combining fundamental and technical analysis with both long- and short-term trading strategies.

Evan Beach is a CFP® professional with 16 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Madison Avenue Securities, Campbell Wealth Management, and LPL Financial. Outside of his advisory work, he owns Beach Consulting, through which he provides sales consulting and professional speaking engagements to universities and organizations. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm supports both advisor-managed and model portfolio approaches, integrating institutional resources and retirement plan services with access to third-party managers and alternatives.

Noorjahan Enayat is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at XML Financial Group since 2016 and previously held roles at LPL Financial and Finigan Financial Services. She also serves as a non-securities insurance agent. XML Financial Group is a multi-advisor wealth management firm that manages approximately $3.3 billion in client assets, offering investment management, financial planning, retirement plan advisory, and access to alternative investments through a team-based approach.

John Sciuto is a financial advisor with XML Financial Group in Alexandria, VA, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His work history includes roles at Wells Fargo Clearing from 2016 to 2019 and at XML Financial Group and its affiliated brokerage since 2019. XML Financial Group is a multi-advisor wealth management firm managing approximately $3.3 billion in client assets for nearly 2,900 clients. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, employing a portfolio approach that combines fundamental and technical analysis with third-party managers and continuous monitoring.

David Wirth is a CFP®-certified financial advisor at Facet with 25 years of industry experience. He has worked at several firms, including T. Rowe Price Advisory Services, TIAA-CREF, Savant Capital Management, and AAFMAA Wealth Management & Trust before joining Facet in 2017. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients across a range of wealth levels. The firm employs technology-driven, model-based asset allocations and offers a flat subscription fee structure that includes investment management services.

Sean Gates is a CFP®-certified financial advisor with 15 years of industry experience, currently with Apollon Wealth Management, LLC. He previously worked at Motley Fool Wealth Management, LLC and Ameriprise, among other firms. Gates is also involved in a small business startup consulting venture focused on tax-related products and franchise advisory services. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, using a combination of centrally managed strategies and locally managed portfolios supported by an Investment Committee and technology tools including generative AI.

Cherisse Ferrier Yarde is a financial advisor with Gibbs Wealth Management, LLC, holding Series 63 and Series 65 licenses and with seven years of industry experience. Her prior roles include positions at New York Life Insurance Company and NYLIFE Securities LLC. She is also engaged in insurance brokering through outside carriers for non-registered insurance products. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients using third-party model portfolios and platforms. The firm focuses on aligning investment strategies with clients’ financial situations and risk tolerance rather than constructing proprietary portfolios.

Lauren O'Brien is a CFP® and holds a Series 66 license, with 15 years of experience in the financial industry. She has been with XML Financial Group since 2019 and has worked at XML Securities, LLC (formerly Lara, May & Associates, LLC) since 2013. Outside of her advisory role, she contributes as a writer to the Alexandria Stylebook, a nonprofit serving the City of Alexandria, Virginia. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients, providing investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities, utilizing a combination of fundamental and technical analysis alongside third-party managers.

Simon Joseph is a financial advisor with United Advisor Group, holding Series 65 and Series 66 licenses and 17 years of industry experience. He has worked at firms including LPL Financial LLC, Momentum Independent Network, Truist Advisory Services, and BB&T Securities. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base with portfolio management and retirement planning, employing a combination of strategic and tactical asset allocation alongside value investing and multiple analytical techniques.