David Nelson is a CFA® charterholder with 21 years of industry experience. He is currently a team advisor at Monument Wealth Management in Alexandria, VA, where he has worked since 2026. Prior to this, he spent nine years at Verdence Capital Advisors and one year at PagnatoKarp. Nelson is also a partner in an investment partnership focused on personal investments. Monument Wealth Management serves individuals, high-net-worth clients, trusts, and estates, managing approximately $648 million through a team of nine advisors. The firm offers discretionary asset management and comprehensive financial planning, employing a mix of fundamental and technical analyses across various investment strategies.

Eian Lomash is a financial advisor at Legacy Wealth Management Inc. in Manassas, VA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Mass Mutual, among others. Lomash is also involved with Legacy Associates Inc., an affiliated insurance agency. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across more than 700 client relationships. The firm offers discretionary and non-discretionary asset management, unified managed accounts, financial planning, and no-charge public educational seminars, with investment strategies tailored to client goals and risk tolerance.

Parker Trasborg is a CFP® with 13 years of industry experience, currently serving at CJM Wealth Advisers, Ltd. He has been with the firm since 2011. Trasborg is a member of the National Association of Personal Financial Advisors (NAPFA). CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients. The firm utilizes a wrap-fee program, employing mutual funds, ETFs, equities, and fixed income with both fundamental and technical analysis, while maintaining policies on discretionary authority and AI tool use.

Michael Mclenigan is a CFP® and holds a Series 65 license, with 28 years of industry experience. He has been with Professional Financial Solutions, LLC since 1997. Professional Financial Solutions, LLC serves primarily individual clients, including those with living or irrevocable trusts, and small business owners on retirement plans and charitable gifting of client securities. The firm offers financial planning, targeted consulting, and investment management, typically using diversified mutual funds and ETFs with a buy-and-hold, passive approach that emphasizes client-specific Investment Policy Statements and discretionary authority after an initial relationship period.

Jacobson Truex is a CFP® professional with eight years of industry experience, currently serving at McLaughlin Ryder Investments, Inc. since 2020. His prior roles include positions at AdvisorShares Investments, LLC and Foreside Fund Services, LLC. Truex is involved in several community and advisory activities, including serving on the boards of the Alexandria Chamber of Commerce and the Leadership of Alexandria Alumni Association, as well as participating in local fiscal and investment committees. McLaughlin Ryder Investments serves individuals, families, trusts, charitable organizations, and businesses, offering investment management, financial planning, and ERISA retirement plan advisory services. The firm employs a client-centered investment approach, combining active and passive strategies across various asset types, with most accounts managed on a non-discretionary basis.

Zara Sharifi is a financial advisor at Legacy Wealth Management Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles at Bozzuto and Greystar, as well as time as a full-time student. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across over 700 client relationships. The firm offers discretionary and non-discretionary asset management, unified managed account and SEI program access, financial planning, and no-cost public educational seminars, using a combination of fundamental, technical, and cyclical analysis tailored to client goals and risk tolerance.

David Greene is a CFP®-certified financial advisor with 24 years of industry experience. He has been with CJM Wealth Advisers, Ltd. for 20 years, specializing in financial planning and investment advisory services. CJM Wealth Advisers, Ltd. serves both individual and institutional clients, including high net worth individuals and charitable organizations. The firm provides discretionary and non-discretionary investment management through its wrap-fee program, utilizing a range of asset types and applying both fundamental and technical analysis.

Bianca San is a CFP® certificant with four years of industry experience, currently serving at Monument Wealth Management. Her prior experience includes roles at Osaic Wealth, Cassaday & Company, and AMJ Financial Wealth Management. Monument Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing approximately $648 million with a team of nine advisors. The firm employs a combination of ETFs, mutual funds, and individual equities across various strategies, utilizing both fundamental and technical analysis alongside ongoing portfolio monitoring.

Jamshid Sharifi is a Series 65-credentialed advisor with over 11 years of industry experience, currently serving at Legacy Wealth Management Inc. in Manassas, VA. He is also president and owner of Legacy Associates Inc., an insurance business. Sharifi holds a silent partnership in a retail business based in Wilkes Barre, PA. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across more than 700 client relationships. The firm offers discretionary and non-discretionary asset management, financial planning, and no-fee public educational seminars, using tailored investment strategies documented in client Investment Policy Statements.

Emily Harper is a CFP® professional with 13 years of industry experience. She has worked at Monument Wealth Management since 2017, following prior roles at LPL Financial and T Rowe Price Investment Services. Harper holds the Series 66 license. Monument Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $648 million with a team of nine advisors, offering discretionary asset management and a variety of investment strategies that combine ETFs, mutual funds, individual equities, and private investment funds for qualified clients.

Fatima Iqbal is a CFP® and Series 65-registered financial advisor with 17 years of industry experience. She has been with Azzad Asset Management, Inc. since 2008. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, trusts, small businesses, and other institutions. The firm focuses on socially responsible Islamic investing using proprietary screening tools and manages approximately $1.82 billion in discretionary assets.

Ayman Khalil is a financial advisor at Azzad Asset Management, Inc. in Falls Church, VA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Azzad Asset Management since 2005. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, registered mutual funds, trusts, small businesses, and other institutions. The firm specializes in socially responsible Islamic investing, using proprietary screening tools to exclude certain industries, and manages approximately $1.82 billion in discretionary assets.

Matthew Krouse is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Opal Wealth Advisors, LLC since 2021. Prior to joining Opal, he worked at Edward Jones for 19 years. He is a board member of the Rotary Club of Pleasantville and participates in the leadership of Man On Fire, a support group focused on personal growth. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment process using proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.

David Quinn is a CFP® with eight years of industry experience, currently serving as the sole advisor at Pine Harbor Wealth Management LLC in Fairfax, VA. He has held roles at several financial firms including Dimensional Fund Advisors and United Income, Inc. Outside of his advisory work, Quinn is the CEO of AdviceCloud Financial Technology, Inc., a software provider. Pine Harbor Wealth Management provides discretionary portfolio management and financial planning to individual and corporate clients, emphasizing tailored portfolio construction through fundamental analysis, modern portfolio theory, and long-term strategies. The firm manages approximately $444.8 million in assets under management and integrates ESG considerations within its investment approach.

Dean Catino is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Monument Wealth Management since 2012. He previously worked at LPL Financial from 2008 to 2018. Monument Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $648 million through a team of nine advisors, offering discretionary asset management, modular and full financial plans, and access to unaffiliated independent managers and private investment funds for qualified clients.

James Rooney is a CFA charterholder with 20 years of industry experience. He has been with Avenir Corporation since 1998. Avenir Corporation provides discretionary investment management to a diverse client base, including individuals, families, trusts, pension plans, foundations, and pooled investment vehicles. The firm employs a bottom-up, core value investment strategy focused on capital preservation and real returns, utilizing detailed company analysis and direct engagement with management across various security types.

Jennifer Denner is a Series 65 licensed financial advisor with Professional Financial Solutions, LLC in Fairfax, VA. She has five years of industry experience, including seven years at the Door and Hardware Institute prior to joining her current firm in 2019. Professional Financial Solutions, LLC primarily serves individual clients, including those with living or irrevocable trusts, as well as small business owners on retirement plans and charitable gifting of client securities. The firm offers financial planning, consulting, and investment management with a focus on diversified mutual funds and ETFs using a buy-and-hold, passive approach.

Samer Eshmawy is a CFP® with six years of industry experience, currently serving at Azzad Asset Management, Inc. since 2025. His prior experience includes roles at Modera Wealth Management, LLC, JP Morgan Chase & Co., and T-Mobile US. Azzad Asset Management provides investment management and financial planning services to a diverse client base including individuals, retirement plans, charitable institutions, and small businesses. The firm specializes in socially responsible Islamic investing using proprietary screening tools and manages approximately $1.82 billion in discretionary assets.

Aditya Bhatnagar is a financial advisor at Westbourne Investments, Inc. in Fairfax, VA, with 16 years of industry experience. He holds a Series 66 designation and has been with Westbourne since 2016 following a brief tenure at CenturyLink. Outside of his advisory role, he participates in career mentoring through the University of Maryland Alumni Advisor Network. Westbourne Investments provides investment management and financial planning services to individuals, pension and profit-sharing plans, and institutions. The firm manages discretionary equity, fixed-income, and ETF portfolios, employing a combination of top-down macro analysis and bottom-up security selection, including the use of options strategies within defined risk parameters.

Peter Grose is a CFP® with 34 years of industry experience, currently serving at Bay Colony Advisors since 2021. His prior roles include long-term positions at The Strategic Financial Alliance, Inc. and Acorn Financial Advisory Services, Inc. Outside of his advisory work, he is president of the George Mason University Ice Hockey Alumni Foundation and an author of a novel titled "Time." Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a broad range of fiduciary and non-fiduciary retirement services alongside an active private-investment program.