Caroline Ludwick is a financial advisor at AMJ Financial Wealth Management LLC with a Series 65 credential and two years of industry experience. Her prior work includes roles at Fannie Mae and FINRA, as well as positions at James Madison University and Highlands Swim and Tennis Club. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, small business consulting, and legacy management. The firm employs a research-driven investment process and offers client-specific portfolios, educational workshops, and a range of retirement plan services.

Richard Schaeffer is a CFP®-certified financial advisor with 41 years of industry experience. He is associated with Schaeffer Financial LLC, where he has worked for over two decades, and currently serves as part of a five-advisor team. His prior experience includes roles at Grove Point Investments and LPL Financial. Schaeffer Financial serves individuals and families, including federal employees and foreign nationals holding G‑IV visas, as well as trusts, foundations, and small businesses. The firm provides financial planning and discretionary portfolio management, emphasizing diversified asset allocation tailored to clients’ goals and risk tolerance, and frequently coordinates with outside professionals to implement client plans.

Kevin Moody is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, JP Morgan Chase, and EagleStone Wealth Advisors. Moody also serves as a registered representative for Emerson Equity and is a licensed agent for fixed/traditional insurance products. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, retirement plan consulting, and donor-advised fund advice. The firm utilizes third-party research and a range of investment vehicles, providing tailored portfolio management with ongoing account reviews.

Brian Mattox is a financial advisor at Kendall Capital Management with 23 years of industry experience. He holds a Series 66 designation and has been with Kendall Capital since 2018, following four years at Andersen Tax. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a variety of investment strategies, including fundamental, technical, quantitative, and qualitative analysis, and conducts regular account reviews as part of its advisory service.

Leonard Rodman is a financial advisor at Rothschild Capital Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vitruvia Consulting Corporation. Rothschild Capital Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and a small number of pooled vehicles. The firm employs a combined top-down and bottom-up investment approach and manages approximately $468 million across private funds and separately managed accounts.

Veronica Fuentes is a CFP® and ChFC® professional with 13 years of industry experience. She joined Audible Wealth Management in 2024 after spending 13 years with Northwestern Mutual Life Insurance Company. Outside of her advisory role, she is also active as a life insurance agent. Audible Wealth Management serves individual clients, including high-net-worth households, business development clients, and retirement plans, offering financial planning and portfolio management. The firm employs a multi-method investment approach and provides unique services such as educational seminars, bill-pay services, and a wrap-fee program.

Matthew Hutchison is a financial advisor at Abich Financial Wealth Management, LLC, holding a Series 65 designation. He has been with the firm since 2023 and previously worked at Carmax and Tractor Supply Company. Hutchison has no prior industry experience before joining Abich Financial. Abich Financial Wealth Management is an SEC-registered, five-advisor team providing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment process combining fundamental, technical, cyclical, and charting analysis, and offers discretionary and non-discretionary portfolio management alongside third-party manager access and educational workshops.

Michael Ausherman Jr. is a financial advisor with Milestone Asset Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 18 years of industry experience. He has held roles at Alphastar Capital Management, Brookstone Capital Management, Legacy Capital Planners, and Ausherman Financial Group, which he owns and operates as a separate insurance sales business. He is also involved in financial planning and income tax preparation through Legacy Capital Planners. Milestone Asset Management provides discretionary asset management and modular financial planning primarily to individual clients, including high-net-worth households, as well as trusts, estates, and business entities. The firm employs a blend of tactical and strategic investment approaches using firm-developed and third-party model portfolios, sub-advisers, and derivative-based strategies.

Eliot Bares is a CFP® with five years of industry experience, currently serving at McGlone Suttner Wealth Management, Inc. He has held roles at Gold Friday LTD and Chequers Financial Management, LLC and is an investor in a packaging business and a trading fund, though he does not participate in their management. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses, managing approximately $1.0 billion in assets using customized model portfolios and active trading strategies.

Angela Bender is a CFP® with 20 years of industry experience, currently serving at AMJ Financial Wealth Management LLC in Leesburg, VA. She has been with AMJ Financial since 2007 and also works with OSAIC since 2014. Outside of her advisory role, she is president of the Loudoun Estate Planning Council. AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management to a range of clients including individuals, families, trusts, retirement plans, foundations, and institutions. The firm combines macroeconomic analysis with fundamental and quantitative research to manage client portfolios and offers specialized services such as retirement-plan advisory and small-business consulting.

Timothy Sommer is a financial advisor with Legacy Edge Advisors and holds Series 63 and Series 66 licenses. He has 32 years of industry experience, including long tenures at TIAA and The Capital Group Investment Advisory Services. He has been with Legacy Edge Advisors since 2024 and also works with PKS Investments. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm uses a combination of fundamental, quantitative, and technical analysis to tailor investment strategies to client goals and manages approximately $896 million across 14 advisors.

Sandeep Saini is a CFP® professional with one year of experience at PlanVest Financial, Inc. Prior to joining PlanVest, he worked for 22 years with the US Public Health Services and FDA and was involved with SSI Education DBA The Goddard School. PlanVest Financial, Inc. primarily serves individual and high-net-worth clients, providing wealth planning, financial planning, and investment management through a team of six advisors managing approximately $176 million. The firm customizes portfolios using a mix of analytical approaches and offers multiple engagement models, including a unique wrap fee program and a dedicated federal-employee planning service.

Michael Cassella is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Ceros Financial Services, Inc., National Securities, Sns Installations, MD Global Partners, and Worden Capital Management LLC. Outside of finance, he is involved in a home health care business and serves as an officer in a pass-through corporation. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market cycle timing, and offers access to alternative investments and affiliated private funds as part of its comprehensive client programs.

Joseph Fischetti is a financial advisor with Delta Financial Advisors, Inc. in Kensington, MD, holding a Series 65 credential and 29 years of industry experience. He has worked with Delta Financial Advisors since 1996 and has held roles at Regulus Financial Group and Beacon Global Advisor Network. Outside of his advisory work, he serves as the Sargent at Arms for the Exhiled Soul Motorcycle Club, assisting with club operations on a volunteer basis. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm offers customized asset-allocation strategies and integrates advisory services with in-house accounting and an affiliated insurance agency.

James Walker is a CFP® and Series 65-licensed financial advisor with 13 years of industry experience. He has worked at Kendall Capital Management since 2022 and previously spent eight years at McKinley Carter Wealth Services, Inc. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis and offers a range of strategies from long-term holdings to short-term trading, including option writing and margin transactions.

Jean Hoff is a financial advisor at Aegis Wealth with 18 years of industry experience. She holds the Series 65 designation and has been with Aegis Wealth Management LLC since 2006. Aegis Wealth Management is a team advisory firm that manages approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and tax preparation services, using a combination of fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.

Brian Salcetti is a financial advisor at Arca Wealth, LLC with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Sandbox Financial Partners, LLC and Wells Fargo Advisors. He has a minority ownership interest in a family pass-through entity, BALD LLC. Arca Wealth, LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations and utilizes a range of investment vehicles including mutual funds, ETFs, individual equities, fixed income, and alternative strategies.

Sean Mc Carthy is a financial advisor at AMJ Financial Wealth Management LLC with a Series 65 credential and approximately one year of industry experience. Prior to joining AMJ Financial Wealth Management, he held positions at Bogart Wealth and several educational institutions, including Virginia Tech University and Northern Virginia Community College. AMJ Financial Wealth Management provides financial planning and discretionary investment management services to individuals, families, trusts, retirement plans, foundations, and institutions. The firm combines top-down macroeconomic analysis with fundamental and quantitative research to guide portfolio decisions and offers specialized retirement-plan services and small-business consulting.

Karen Lewis is a financial advisor with The Lewis Financial Group in Ashburn, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior experience includes nine years with Wells Fargo Clearing and seven years with Wells Fargo Advisors LLC. She is also an individual agent for fixed insurance sales outside of her advisory role. The Lewis Financial Group serves individuals, high-net-worth clients, trusts, estates, foundations, and business entities by providing investment management, financial planning, and consulting. The firm employs a mix of active and passive strategies to build risk-adjusted, tax-aware asset allocations and utilizes various platforms and managed account programs to implement client strategies.

Neal Bobys is a financial advisor at Research Financial Strategies with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Research Financial Strategies and Reutemann Financial Solutions since 2013. Outside of advisory work, he serves as Vice President and Treasurer of eCruisers.com LLC, a shuttle cart transportation company, and is involved in media buying through Executive Media Communications, Inc. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, including high-net-worth clients, as well as pension plans and trusts. The firm employs a technical analysis and active trading approach with proprietary indicators and focuses on risk mitigation through a disciplined sell-side strategy, primarily using ETF-centric portfolios managed on a discretionary basis.