Harry Karageorge is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors in Leesburg, VA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Steigerwald, Gordon & Koch for 10 years. Steigerwald, Gordon & Koch provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diverse investment approach including equities, fixed income, and ETFs, with an emphasis on ongoing monitoring, rebalancing, and cash management, while offering ESG integration and consulting services upon client request.

John Mullis is a financial advisor with AMJ Financial Wealth Management LLC in Leesburg, VA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with AMJ Financial since 2012. In addition to his advisory role, Mullis sells fixed annuities through a separate business under the DBA AMJ Financial LLC, working approximately four hours per week. AMJ Financial Wealth Management serves individual and high-net-worth clients as well as institutional clients such as retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary investment management and financial planning, using a research process that integrates macroeconomic, fundamental, and quantitative analysis to implement tailored portfolios.

Sean Flynn is a CFP® and CFA® credentialed advisor with three years of industry experience. He is currently with PlanVest Financial, Inc. and previously worked at Knollwood Investment Advisory and PNC Bank. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients, offering comprehensive wealth planning and investment management through various engagement models. The firm customizes portfolios using a combination of fundamental, technical, cyclical, and charting analyses, and manages approximately $176 million for about 300 client relationships.

Eric Hilderbrand is a financial advisor at AtCap Partners, LLC in Rockville, MD, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior work includes 13 years at National Securities Corporation and four years at Ceros Financial Services, Inc. AtCap Partners provides investment management and financial planning for individual clients, pension plans, trusts, estates, and corporate entities. The firm uses a combination of fundamental and technical analysis, including market-timing strategies, and offers access to proprietary strategies, sub-advisors, and third-party managers through the Envestnet platform.

Stephanie Muskovac is a financial advisor at Toth Financial Advisory Corp with a Series 65 designation and two years of industry experience. Prior to joining Toth Financial in 2022, she served in the United States Navy from 2014 to 2022. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, managing approximately $1 billion in client assets. The firm employs a buy-and-hold investment approach focused on fundamental analysis and economic cycle assessments, and it also acts as the general partner to a private pooled investment vehicle with a performance-based compensation structure.

Momodou Bojang is a financial advisor with Axiom Value Wealth Management LLC, holding Series 63 and 66 licenses and bringing 18 years of industry experience. He has worked at various firms including USAdvisors Wealth Management and Securities America Advisors, Inc. He is also the founder and CEO of Axiom Value, LLC, an investment and retirement planning business. Axiom Value Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm integrates planning with ongoing asset management and uses a variety of investment strategies, including fundamental and quantitative analysis, while employing a third-party sub-advisory model and custodial resources for client education.

Michael Mattison is a financial advisor at PlanVest Financial, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanVest Financial since 2018, with previous experience at LPL Financial and Purshe Kaplan Sterling Investments. PlanVest Financial, Inc. serves individual and high-net-worth clients with wealth planning, financial planning, and investment management across various account types. The firm employs a comprehensive approach including fundamental and technical analysis, offering multiple engagement models and managing discretionary and non-discretionary portfolios.

Cornell Abod is the sole advisor at Beacon Investment Advisors LLC with a Series 65 credential and 23 years of industry experience. He has been with Beacon since 2003 and is also the owner of C.P. Abod & Co., LLC, an accounting firm, as well as Beacon RPC, LLC, a retirement plan consulting company. Beacon Investment Advisors LLC provides discretionary wealth management, portfolio management, and financial and retirement planning services to individuals, families, high-net-worth households, trusts, estates, corporations, and retirement plans. The firm manages approximately $542 million in discretionary assets and uses fundamental analysis to develop client-specific investment plans that often include diversified portfolios and derivative strategies.

Todd Pettibon is a financial advisor at Toth Financial Advisory Corporation in Leesburg, VA, holding a Series 65 license with five years of industry experience. Prior to joining Toth Financial in 2020, he worked at Deloitte Consulting and served in the United States Navy from 1993 to 2019. Toth Financial provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, managing approximately $1 billion in client assets. The firm emphasizes fundamental analysis and a buy-and-hold investment approach, incorporating leverage and options as part of its strategy, and operates a private pooled investment vehicle with performance-based compensation.

Michelle Hoesly is a financial advisor with Atcap Partners, LLC, holding the ChFC® designation and Series 63 and 65 licenses. She has 48 years of industry experience, including work with Ceros Financial Services, Inc. and operating as an independent RIA under Resource 1, Inc. Hoesly is also involved in motivational and industry speaking engagements. Atcap Partners serves individual clients across wealth levels, as well as pension plans, trusts, estates, and corporate entities, offering tailored investment management and financial planning using a blend of fundamental and technical analysis, including market-timing strategies.

Jennifer Panicker is a financial advisor with Mathis Wealth Management who holds a Series 66 designation and has 22 years of industry experience. She has worked at several firms, including Ausdal Financial Partners and United Planners' Financial Services. Mathis Wealth Management provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, and various retirement plans. The firm employs a strategic asset allocation approach focused on diversification and offers services including portfolio management, ERISA consulting, and participant education.

Wesley Kabance is a financial advisor at Toth Financial Advisory Corp with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Toth Financial Advisory since 2019, following a 28-year tenure at American Century Investment Services Inc. Toth Financial Advisory provides discretionary portfolio management and related advisory services primarily to high-net-worth individuals, trusts, estates, and other legal entities, managing over $1 billion in client assets. The firm emphasizes fundamental analysis and a buy-and-hold investment strategy, with portfolios often concentrated in U.S. common stocks, while also employing a range of investment tools to adjust for market conditions.

Eric Randolph is a CFP® professional with 25 years of industry experience. He has worked at Steigerwald, Gordon & Koch - Wealth Advisors since 2022 and previously spent 19 years at Hopwood Financial Services, Inc. He holds Series 63 and Series 65 licenses. Steigerwald, Gordon & Koch provides discretionary investment advisory services and standalone financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios across equities, fixed income, mutual funds, and ETFs, tailoring allocations to client objectives and employing both long- and short-term strategies.

Neil Kaplan is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Caitlin John, LLC and previously worked at Guardian Pointe Private Wealth Management, LLC. Outside of his advisory role, he owns and operates KIS Financial, LLC, a business focused on college funding solutions and insurance products. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions, offering investment management, financial planning, consulting, and qualified retirement plan services. The firm provides personalized investment programs through a team of registered investment adviser representatives, utilizing a range of strategies and instruments, including proprietary dynamic allocation strategies and consulting on non-traditional investments.

Andrew Yashin is a CFA® charterholder with 10 years of industry experience. He has been with Signet Financial Management, LLC since 2014. The firm provides wealth management, discretionary portfolio management, financial planning, retirement-plan advisory, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. Signet manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary investment process that combines fundamental and quantitative analysis to construct diversified portfolios.

Anthony Logiudice is a financial advisor at AtCap Partners, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at National Securities Corp and Ceros Financial Services, Inc. Outside of advising, he is the owner of A+D All Day LLC, an auto transport startup that is not currently operating. AtCap Partners provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a mix of proprietary strategies, sub-advisors, and outside managers, incorporating both fundamental and technical analysis, including market-timing techniques.

Blake Fellows is a financial advisor with Wealthcare Capital Partners, LLC, holding a Series 66 license and bringing 25 years of industry experience. He has worked at multiple firms including LPL Financial and Coastal Equities, Inc., and has maintained his own advisory practice under Fellows Financial Group since 2015. Outside of advisory work, he serves as president of Fellows Risk Solutions, an agency specializing in life, health, disability, and long-term care insurance. Wealthcare Capital Partners, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $407 million in assets and utilizes a goals-based, evidence-based investment process integrating behavioral economics and quantitative metrics.

Joshua Cohen is a financial advisor at AMJ Financial Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Glory Days, Domino’s, James Madison University, and Staples. AMJ Financial Wealth Management serves individual and high-net-worth clients as well as institutional clients including retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary investment management, financial planning, retirement plan advisory, and small business consulting, using a research-driven approach that incorporates macroeconomic, fundamental, and quantitative analysis.

Annabelle Saez is a financial advisor at Axiom Value Wealth Management LLC with one year of industry experience. She holds a Series 65 credential and has prior experience at USAdvisors Wealth Management, LLC and the Defense Contract Audit Agency. In addition to her advisory role, she operates Anna Saez, CPA, and was involved in Travel and Business Preparations. Axiom Value Wealth Management LLC provides portfolio management and financial planning to individual and high-net-worth clients, integrating planning with ongoing asset management. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis, employing both long- and short-term trading strategies, and incorporates third-party sub-advisory model portfolios and custodial educational resources into its service model.

Jing Quan is a CFP® professional at Rainey & Randall Wealth Advisors, Inc. with two years of industry experience. She has been associated with Rainey & Randall Investment Management, Inc. since 2012. Rainey & Randall Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope 3(21) ERISA retirement-plan services. The firm emphasizes tailored asset-allocation models primarily using mutual funds and ETFs, incorporating a range of strategies and analytical approaches.