Henry Meadows is a financial advisor with WMS Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes over two decades at Grove Point Investments LLC (formerly H. Beck, Inc.) and a formal tax principal role at SKMB, P.A. He also serves as a trustee for the Virginia Harris Holsinger Trust and is involved in life insurance sales. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for individuals, families, pension plans, trusts, and business entities. The firm employs asset-class oriented portfolios using ETFs, index funds, individual securities, and selective alternatives, providing both discretionary and non-discretionary management alongside comprehensive financial planning and tax and insurance advice.

Matthew Albritton is a CFP® professional with 14 years of industry experience. He is currently with AMJ Financial Wealth Management LLC and previously worked at SageVest Wealth Management, Pegasus Financial Group, and Unitedplanners Financial Services of America. In addition to his advisory work, he holds a life insurance agent license. 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 to manage client portfolios and offers specialized services including retirement-plan advisory and small-business consulting.

Ashley Barber is a CFP® and holds a Series 65 license with nine years of industry experience. She has worked at AMJ Financial Wealth Management LLC for 10 years and is based in Leesburg, VA. AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management to individuals, families, trusts, retirement plans, foundations, and institutions. The firm employs a multi-step investment process combining macroeconomic analysis, fundamental research, and quantitative sector evaluations, offering a range of advisory and small-business consulting services.

Stephen Koda is a financial advisor at Advocate Investing Services with a Series 65 credential and four years of industry experience. He has held roles at Univers Tech and DoorDash, and he is the owner and president of Rocket Sports, LLC, a custom apparel printing business. Advocate Investing Services is a four-advisor firm providing portfolio management, financial planning, pension consulting, and advisory services to individuals, charitable organizations, and business entities. The firm uses a range of investment strategies including derivatives and market-linked instruments and employs both discretionary and non-discretionary management tailored to client objectives.

Brett Bender is a financial advisor with AMJ Financial Wealth Management LLC, holding a Series 65 designation and nine years of industry experience. He has been with AMJ Financial since 1997 and AMJ Financial Wealth Management since 2012. Outside of advisory work, he is a member and owner of AMJ Financial LLC, where he manages office operations and accounting functions. 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 offers discretionary investment management and financial planning, utilizing a research process that integrates macroeconomic, fundamental, and quantitative analysis to implement client-specific portfolios across multiple asset classes.

Zachary Payne is a CFP® with nine years of industry experience, currently serving as an advisor at PlanVest Financial, Inc. in Gaithersburg, MD. He has worked at PlanVest Financial since 2015, including time when it operated as an LPL Financial DBA. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients, offering comprehensive wealth planning and investment management with a team of six advisors managing approximately $176 million. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to customize portfolios and provides various engagement models, including a wrap fee program and a dedicated federal-employee planning service.

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.

Beverly Fischetti is a CFP® professional with over 43 years of experience in financial advising. She has been with Delta Financial Advisors, Inc. since 1992 and has prior experience at Regulus, LLC and Beacon Global Advisor Network, LLC. In addition to her advisory role, she owns a tax preparation service providing IRS filings and individual tax advice. Delta Financial Advisors serves individuals and families, including high-net-worth clients, offering wealth management, financial planning, and consulting services. The firm combines customized asset-allocation strategies with in-house accounting and tax capabilities, as well as an affiliated insurance agency.

Claire Dwyer is a CFP® professional with seven years of experience, currently serving as an advisor at Schaeffer Financial LLC since 2015. She is part of a five-advisor team based in Rockville, MD. Schaeffer Financial serves individuals and families, including federal government employees and foreign nationals holding G‑IV visas, as well as trusts, foundations, and small businesses. The firm offers financial planning and discretionary portfolio management with a focus on diversified asset allocation and coordinates with outside professionals to address specialized client needs.

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.

Blake Millard is a CFA® charterholder with nine years of industry experience. He currently works at Arca Wealth, LLC and has previously held roles at Sandbox Financial Partners LLC and UBS Financial Services. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process that builds customized asset allocations across conservative to aggressive approaches using a range of investment vehicles including mutual funds, ETFs, individual equities, and alternatives such as cryptocurrency exposure and options strategies.

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.

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.

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.