Sean Carroll is a Series 65 licensed advisor at AMJ Financial Wealth Management LLC in Leesburg, VA, with experience across various roles from 2015 to the present, including positions in education and landscaping before joining AMJ Financial. His diverse background includes work at Liberty Coca-Cola, Firehouse Subs, and Virginia Tech. AMJ Financial Wealth Management LLC serves individuals, families, trusts, retirement plans, foundations, and institutions with financial planning and discretionary investment management. The firm employs a combination of macroeconomic analysis and fundamental research with a quantitative sector-based approach, offering a range of advisory and consulting services alongside specialized retirement-plan work.

Robert Behr is a financial advisor at PlanVest Financial, Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked at PlanVest Financial since 2018 and LPL Financial since 2013. Outside of his advisory role, he is involved in CFO Advisory and Tax Services, LLC, which provides tax preparation, accounting, bookkeeping, and payroll services. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients, offering comprehensive wealth planning, financial planning, and investment management. The firm manages about $176 million across approximately 300 client relationships and incorporates a range of analysis techniques and engagement models, including a wrap fee program and a specialized federal-employee planning service.

Ruben Devia Arbanil is a CFP® professional with eight years of industry experience, currently serving at Wealthcare Capital Partners, LLC. His career includes roles at Arkadios Capital, Abich Financial Wealth Management, and Edelman Financial Engines Advisors. He also works as an insurance agent providing life insurance and annuity services to financial planning clients. Wealthcare Capital Partners, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, evidence-based investment process incorporating behavioral economics and quantitative metrics, managing approximately $407 million in client assets.

Luke Estep is a CFP® and holds a Series 65 license with AMJ Financial Wealth Management LLC, where he has worked for four years. He has two years of industry experience and previously worked at Appleland Sport Center for three years. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, offering discretionary investment management, financial planning, retirement plan advisory, small business consulting, and legacy management. The firm uses a research-driven investment process incorporating macroeconomic, fundamental, and quantitative analysis to build customized portfolios across multiple asset classes.

Sara Galvin is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior work includes roles at Ceros Financial Services, Inc., Resource 1, Inc., Beskin-Divers Insurance Group, Inc., and Currency Exchange International. She is also office manager at Resource 1, Inc., where she performs administrative and compliance-related duties. AtCap Partners offers investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and provides access to proprietary strategies, sub-advisors, and third-party managers through the Envestnet platform.

Seth Emers is a financial advisor at Axiom Value Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he served for 21 years at the U.S. Department of State and retired from federal government service in 2024. Axiom Value Wealth Management LLC serves individual and high-net-worth clients with portfolio management and financial planning. The firm uses a combination of fundamental and quantitative investment methods and offers retirement-focused education through workshops and webinars.

Kevin Brown is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with AMJ Financial Wealth Management LLC and has prior experience at Ameriprise and Triad Advisors. Before entering the financial industry, he worked several years in education at Frederick County Public Schools. AMJ Financial Wealth Management LLC serves individuals, families, trusts, retirement plans, foundations, and institutions by providing financial planning and discretionary investment management. The firm combines macroeconomic analysis with fundamental and quantitative research and offers specialized retirement-plan services and small-business consulting.

Tucker Holt is a CFP® with 10 years of industry experience, currently serving at AMJ Financial Wealth Management LLC. He has worked at firms including Triad Advisors and LPL Financial LLC. Holt is also the owner of The Dad Golf Podcast, a non-investment-related venture. AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management services to individuals, families, trusts, retirement plans, foundations, and institutions. The firm employs a rigorous investment process combining macroeconomic analysis, fundamental research, and quantitative evaluation to manage approximately $482 million in client assets.

Eric Dunner is a CFP® professional at Glassman Wealth Services, LLC with 17 years of industry experience. He has been with Glassman Wealth Services since 2015. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement plan consulting to individuals—including high-net-worth clients—pension and profit-sharing plans, and charitable organizations. The firm’s approach includes the use of mutual funds, ETFs, independent managers, and private investment funds, with a policy requiring client authorization for cryptocurrency purchases.

Fridtjov Markussen is a Certified Financial Planner (CFP®) and holds a Series 66 license with 23 years of industry experience. He has been with AMJ Financial Wealth Management LLC since 2015, serving as the firm's Director of Financial Planning. In addition to his advisory role, he is an independent insurance agent providing life and health insurance solutions through Highland Capital Brokerage. AMJ Financial Wealth Management LLC delivers financial planning and discretionary investment management to individuals, families, trusts, retirement plans, and institutions. The firm employs a comprehensive investment approach that integrates macroeconomic analysis, fundamental research, and quantitative sector evaluation, offering tailored portfolios managed with portfolio-rebalancing software and various trading strategies.

Madolynn Morken is a CFP® and holds a Series 65 license with seven years of industry experience. She currently works at Steigerwald, Gordon & Koch - Wealth Advisors, where she has been since 2022. Prior to that, she was with Burney Company and Kendall Capital Management. 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 tailored to client objectives using a mix of equities, fixed income, mutual funds, and ETFs, applying both long- and short-term strategies and treating cash as an asset class.

Alexis Peed is a financial advisor at AMJ Financial Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Little Hokie Hangout and Virginia Tech. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and small business consulting. The firm employs a research-driven investment process and offers client-specific portfolios that include mutual funds, ETFs, equities, fixed income, and options strategies.

Richard Baker is a financial advisor with Milestone Asset Management, LLC, holding Series 65 and Series 66 credentials and bringing 18 years of industry experience. He concurrently serves clients at Brookstone Capital Management and Legacy Capital Planners, where he provides tax planning services. Mr. Baker is a board member of The Prepare Institute, a nonprofit organization. Milestone Asset Management offers discretionary asset management and modular financial planning primarily to individual clients, trusts, estates, and business entities. The firm employs a combination of tactical and strategic investment approaches, utilizing both firm-developed and third-party model portfolios, overlay management, and access to a variety of sub-advisers and derivative-based investment tools.

Darren Koch is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with the firm since 2005. Outside of his advisory role, Koch is a partner in SGK Real Estate Investments, LLC, a company formed to purchase the building housing the firm’s offices. Steigerwald, Gordon & Koch provides discretionary investment advisory services and financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to clients’ objectives across various asset classes and employs both long- and short-term strategies, overseeing approximately $1.2 billion in discretionary assets under management.

Lauren Snyder is a financial advisor at The Lewis Financial Group with 15 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network, LLC for eight years. Outside of her advisory role, she is a commissioned Notary Public in the state of Virginia. The Lewis Financial Group provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, foundations, and other business entities. The firm employs a risk-adjusted, tax-aware approach using a combination of active and passive strategies across various asset classes and often utilizes third-party platforms and independent managers to implement client portfolios.

Richard Clonch is a CFP® with 21 years of experience in the financial services industry. He has worked with PlanVest Financial, Inc. since 2017 and has been associated with LPL Financial since 2009. Clonch provides investment advisory services through PlanVest Financial, an independent registered investment advisory firm. PlanVest Financial serves primarily individual and high-net-worth clients, offering comprehensive wealth planning, financial planning, and investment management. The firm’s approach includes customized portfolios with fundamental, technical, cyclical, and charting analysis, regular monitoring, and tax-aware rebalancing, and it sponsors a wrap fee program consolidating management and trade execution into a single fee.

Thomas Bowman is a financial advisor at Toth Financial Advisory Corp with 25 years of industry experience. He has been with the firm since 2000 and holds Series 63 and Series 65 licenses. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, in addition to serving investors through a private pooled vehicle. The firm’s investment approach combines fundamental analysis with a buy-and-hold strategy, using leverage and other instruments within a framework guided by economic cycle assessments.

Angela Holland is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has held compliance and advisory roles at Innovation X Advisors LLC, Foothill Securities, Inc., Advisors Preferred, LLC, and Ceros Financial Services, Inc. Outside of her financial services career, she operates Clearwater Fan Girl, LLC, a sports entertainment fan webpage and podcast. AtCap Partners provides investment management and financial planning to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a mix of proprietary strategies, sub-advisors, and outside managers, combining fundamental and technical analysis with market-timing techniques as part of its approach.

Matthew Hoesly is a CFP® and ChFC® at AtCap Partners, LLC with 20 years of industry experience. He has worked at AtCap Partners since 2026 and has held roles at Ceros Financial Services, Inc. and Resource 1, Inc. since 2008 and 2009, respectively. Outside of his advisory work, he is involved in motivational speaking and volunteers as chair of the MDRT Foundation Finance Committee, where he helps review investments and develop member programming. AtCap Partners provides investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a combination of proprietary strategies and third-party asset managers, employing both fundamental and technical analysis, including market-timing techniques, to tailor portfolios and monitor them through ongoing reviews.

Andrea Mc Clelland is a CFP® professional with three years of experience in financial advising. She has been with Aegis Wealth and Aegis Wealth Management since 2019 and 2022, respectively, and was self-employed for sixteen years prior. 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, and tax preparation services, utilizing fundamental analysis, modern portfolio theory, and quantitative methods tailored to clients’ goals and risk tolerances.