Paul Glashofer is a financial advisor at Glashofer Financial Advisors with 18 years at the firm and 13 years of industry experience. He is also a licensed insurance broker offering life, disability, and health insurance as a supplemental service. Glashofer Financial Advisors serves high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and various organizations, managing approximately $281 million in client assets. The firm employs a fundamental, long-term investment approach focused on companies with strong financial metrics and generally holds investments for at least a year to limit turnover.

Melinda Wiedel is a financial advisor at Kilner Capital Advisors, LLC with 18 years of industry experience. She holds a Series 65 credential and has been with Kilner Capital Advisors since 2014. Kilner Capital Advisors provides discretionary investment management, retirement-plan advisory, and financial consulting to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory and a buy-and-hold strategy, emphasizing broadly diversified, passively managed mutual funds and conservative fixed-income securities.

Benjamin Brown is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with Entelechy LLC since 2017 and previously worked at Focus Wealth Management, Ltd. from 2014 to 2017. Entelechy serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, investment management, tax preparation, and educational seminars. The firm employs a primarily passive investment strategy using diversified portfolios of index funds and ETFs, managing approximately $250 million in discretionary assets for around 80 clients within a single-advisor practice.

Ricky Faircloth is a financial advisor at Berg Faircloth Investment Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in various related businesses since 1980, including ownership of a tax preparation and accounting firm where he serves as a CPA. Additionally, he owns and operates a farm and real estate sales business in Virginia. Berg Faircloth Investment Advisors provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs fundamental and cyclical analysis with both long- and short-term trading strategies across multiple asset classes and integrates tax and accounting advice through its affiliation with an accounting practice.

Denislav Dantev is a financial advisor at MG Capital Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. His prior work experience also includes roles at Bankers Life, Acn, Uber, and Continental Pools Inc. MG Capital Partners, LLC provides ongoing portfolio management and standalone financial planning primarily to individual and high-net-worth clients. The firm operates on a non-discretionary advisory model using modern portfolio theory and a long-term trading approach while allowing clients to retain execution authority.

Heather Mcgolerick is a financial advisor at Meritis Wealth Management, Inc. with 29 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Meritis Wealth Management serves individuals, trusts, estates, and businesses with customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm uses a tailored, generally discretionary investment approach with ongoing monitoring, drawing on a combination of third-party research, fundamental and technical analysis, and may include sub-advisors as part of client strategies.

Valeria Suaza Salamanca is a financial advisor at Ortman Financial Planning with a Series 65 designation and one year of industry experience. Her prior roles include positions at LifeGuide Financial Advisors, Wolford Companies, Inc, and Messiah University. Ortman Financial Planning serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm uses a passive, asset-class investment approach complemented by fundamental and cyclical analysis, and offers educational seminars at no cost to attendees.

Bradford Yeakle is a financial advisor at MY Wealth Management, Inc. in Germantown, MD, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has seven years of industry experience, including six years at T. Rowe Price before joining MY Wealth Management in 2024. MY Wealth Management serves individuals, trusts, retirement plans, and small business entities with tailored investment strategies that include stocks, bonds, mutual funds, ETFs, and options. The firm offers discretionary asset management, financial planning, and retirement plan consulting while maintaining a small advisory team managing approximately $156 million for about 114 clients.

Eric Showalter is a CFP® with 20 years of experience in the financial services industry. He is a principal at Arbor Private Wealth, LLC and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory role, he serves as the Investment Committee Chair for the Community Foundation of Loudoun and Fauquier Counties and is the treasurer for a local school board campaign. Arbor Private Wealth serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and investment management tailored to both high-net-worth and non-HNW clients. The firm manages portfolios through a structured planning process and utilizes a mix of mutual funds, ETFs, individual securities, and Independent Managers, overseeing both discretionary and non-discretionary accounts.

Bradley Sherman is a financial advisor at Sherman Wealth Management LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Sherman Wealth Management since 2013. Sherman Wealth Management serves individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive wealth management, financial planning, retirement plan advisory, and cash-management services. The firm employs an open-architecture, long-term asset allocation approach with customized portfolios that emphasize buy-and-hold strategies and may include mutual funds, ETFs, alternative investments, and third-party managers.

Amy Showalter is a Series 65-licensed financial advisor with Arbor Private Wealth, LLC, where she has worked since 2022. She has three years of industry experience and previously was involved with the Northern Virginia Volleyball Association and Ashburn CrossFit. Outside of her advisory role, she has experience as a homemaker. Arbor Private Wealth serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and investment management to both high-net-worth and non-HNW clients. The firm provides tailored portfolios through ongoing planning and manages assets using mutual funds, ETFs, individual securities, and independent managers, with a focus that includes both discretionary and non-discretionary accounts as well as an institutional retirement-plan practice.

Kartik Pawar is a financial advisor at One Oak with one year of industry experience. He holds a Series 65 designation and has worked previously at HarbourVest, Dyson Capital Advisors, Cambridge Associates, and Investure LLC. One Oak provides outsourced chief investment officer (OCIO) and customized investment advisory services primarily to institutional clients, including endowments, foundations, and family offices. The firm emphasizes an integrated OCIO model involving investment policy development, manager selection, due diligence, and performance reporting, serving a relatively small client roster with a focus on larger or institutional mandates.

Daniel Morgan is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Independent Financial Planning, LLC since 2014. He holds a Series 66 license and is based in Great Falls, VA. Morgan also participates on the investment committee of a private real-estate fund. Independent Financial Planning serves individual investors, including high-net-worth and non-HNW clients, as well as retirement plan sponsors. The firm offers comprehensive financial planning, portfolio management, retirement plan advisory, tax preparation, business consulting, and educational workshops, using a Core + Satellite investment approach that incorporates passive indexing with active satellite positions and selective use of derivatives.

Miles Laubinger is a CFA® charterholder with nine years of industry experience. He joined Potomac Wealth Management LLC in 2025 after seven years at Dimensional Fund Advisors and two years at The Vanguard Group, Inc. He holds the Series 63 designation and is based in Great Falls, VA. Potomac Wealth Management LLC provides fee-only investment advisory and financial planning services to high-net-worth individuals, trusts, nonprofit organizations, and employer-sponsored retirement plans. The firm uses a broadly diversified, primarily passive asset-allocation approach implemented with institutional or no-load mutual funds and ETFs, offering educational seminars for retirement plan participants at no additional charge.

Miguel Padilla is a financial advisor at BNB Wealth Management, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Capitol Securities Management since 2011 alongside his role at BNB Wealth Management beginning in 2010. Outside of advisory work, he owns and manages a vacation rental property. BNB Wealth Management provides investment advisory and financial planning services to individuals, trusts, small businesses, and retirement plan sponsors. The firm constructs diversified portfolios, develops individualized investment policies, and offers discretionary portfolio management and pension consulting, operating from multiple offices and sponsoring its own wrap-fee program.

Christopher Brown is a CFP® professional with 23 years of experience in financial advising. He has been with Ivy League Financial Advisors LLC, formerly Commonwealth Advisory, since 1999. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. Ivy League Financial Advisors provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing documented client objectives and ongoing portfolio monitoring and rebalancing.

William Powell is a CFP® and holds a Series 65 license with 13 years of industry experience. He has been with Ferguson-Johnson Wealth Management, Inc. since 2013. Ferguson-Johnson Wealth Management is a fee-only registered investment adviser providing investment management and financial planning to individuals, retirement plans, trusts, and nonprofit entities. The firm employs a research-based passive investment approach emphasizing broad diversification through ETFs, no-load index funds, and engineered-index funds, managing roughly $316 million across about 190 client relationships.

Samuel Brownell is a CFA® charterholder with seven years of industry experience, currently serving at Stratus Capital Management, LLC. He has held roles at affiliated entities including Stratus Valuation, Stratus Legacy Planning, and Stratus Wealth Advisors since 2018, focusing on business valuation and succession planning. Outside of investment advisory, he manages a family LLC and leads legacy planning and valuation services for independent business owners. Stratus Capital Management provides investment advisory and financial planning services primarily to individuals, families, and select institutional clients such as foundations and endowments. The firm employs a goal-based process to create diversified portfolios aligned with client risk profiles, supported by affiliated firms specializing in valuation and legacy planning.

Robert Barron is a financial advisor at Signet Financial Management, LLC with four years of industry experience. He holds a Series 65 designation and has held roles at Signet Financial Management since 2021 and Summit Financial, LLC since 2026. Outside of advising, he was involved with Barron System Integration from 2017 to 2021. Signet Financial Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary wealth management, portfolio management, and financial planning services. The firm employs a disciplined, evidence-based investment process that integrates fundamental and quantitative analysis and often utilizes diversified portfolios with options for tactical rebalancing.

Viveka Ryn is a financial advisor at Aegis Wealth with 23 years of industry experience. She holds a Series 65 designation and has been with Aegis Wealth Management LLC since 2005. Aegis Wealth Management is a team advisory firm managing approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and tax return preparation, using a blend of fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.