Jacobson Truex is a CFP® with eight years of industry experience, currently serving as a financial advisor at McLaughlin Ryder Investments, Inc. since 2020. His prior experience includes roles at Foreside Fund Services and AdvisorShares Investments. He is involved in community and professional activities, including serving as a board member and financial committee member for the Alexandria Chamber of Commerce and holding several advisory and volunteer roles related to investment and fiscal affairs in the Alexandria area. McLaughlin Ryder Investments serves individuals, families, trusts, charitable organizations, businesses, and retirement plans with a client-centered investment approach that combines active and passive strategies across various asset classes. The firm manages accounts predominantly on a non-discretionary basis and integrates broker-dealer activities and wrap-fee programs alongside affiliated advisory services.

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 financial advisor at Legacy Wealth Management Inc. with 12 years of industry experience. He holds a Series 65 designation and has been involved with Legacy Associates Inc. since 2004, where he serves as president and owner with a focus on insurance. Sharifi is also a silent partner in a retail business based in Wilkes Barre, PA. Legacy Wealth Management is a team of five advisors managing approximately $314 million across more than 700 client relationships. The firm serves individuals, high-net-worth clients, and businesses, offering discretionary and non-discretionary asset management, financial planning, unified managed accounts, and public educational seminars at no charge. Their investment strategies are customized through documented Investment Policy Statements and include ongoing portfolio monitoring with quarterly reviews.

Emily Harper is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at Monument Wealth Management since 2017 and previously at LPL Financial and T. Rowe Price Investment Services. Harper is based in Alexandria, VA, and is part of a nine-advisor team at Monument 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. The firm employs a range of strategies including ETFs, mutual funds, direct indexing, and tactical bond ETF allocations, using both fundamental and technical analysis in portfolio management.

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.

Raeonna Jefferson is a financial advisor at Zenith Wealth Partners in Alexandria, VA, holding a Series 65 designation with two years of industry experience. Her work history includes roles at Zenith Solutions, Inc., Broadridge, and Datto Inc. prior to joining her current firm. Zenith Wealth Partners serves individuals, small businesses, retirement plan sponsors, and charitable organizations with financial planning, portfolio management, and consulting services. The firm combines a risk-based asset allocation approach with low-cost index exposures and selective active management, supported by documented investment policies and periodic reviews.

Ronald Bolte is a financial advisor with Legacy Wealth Management Inc. in Manassas, VA, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Carradice Wealth Advisors, Hightower Securities, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. 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 account and SEI program access, financial planning, and no-cost public educational seminars, using documented investment strategies tailored to client goals and risk tolerance.

David Armstrong is a CFA® charterholder with 27 years of industry experience. He is a financial advisor at Monument Wealth Management, where he has worked since 2013. His prior experience includes roles at LPL Financial and Merrill. Outside of his advisory work, he serves as Chair of the Investment Committee and a Director at a community foundation, hosts and produces a podcast called Moments in Leadership, and operates a charter boat sightseeing business. Monument Wealth 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 a range of investment strategies that include ETFs, mutual funds, individual equities, and access to private funds and independent managers.

Kenneth George II is a CFA® charterholder with 21 years of industry experience. He has been with Avenir Corporation since 2005. 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 strategy focused on capital preservation and real returns, utilizing concentrated portfolios and fundamental analysis.

Ashlen Garcia Rodriguez is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals and business owners to develop personalized financial strategies that support their goals today and into the future. Her services include financial planning, investment management, and ongoing guidance to help clients make informed decisions about wealth accumulation, retirement planning, risk management, and legacy planning. Ashlen's client focus encompasses areas such as college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Ashlen earned a Bachelor's Degree from George Mason University. Outside of her professional work, Ashlen engages in activities including adventure sports, biking, boxing, hiking, rock climbing, running, spending time with her family, traveling, watching movies, and yoga.