Thomas Gaultney is a financial advisor at West Financial Services, Inc. He holds a Series 65 designation and has over 12 years of experience, including a prior role at Lyon Park Solutions and Services LLC. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $2.8 billion across a diverse client base that includes individuals, retirement plans, charitable organizations, and corporations. The firm employs a client-specific, diversified investment approach with a core-and-satellite equity strategy and laddered fixed-income allocations, managing portfolios primarily on a discretionary basis.

Tracey Baker is a CFP® professional with 27 years of industry experience, serving as an advisor at CJM Wealth Advisers, Ltd. since 1999. She is president of the Financial Planning Association of Nation’s Capital and serves on the Planned Giving Advisory Board for the Inova Hospital Foundation. CJM Wealth Advisers, Ltd. offers discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individual and institutional clients, including high net worth individuals and charitable organizations. The firm manages investments primarily through its wrap-fee program, employing fundamental and technical analysis across a range of asset classes and maintaining policies on cryptocurrency authorization and AI tool use.

Shawn Williamson is a CFP®-credentialed financial advisor with 29 years of industry experience. He is a partner at Allegiance Financial Group Advisory Services LLC and has held roles at related firms since 2001. Williamson is also an owner of SMW Holdings, Inc., a holding company associated with Allegiance Financial Group Advisory Services. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, holistic financial planning, and retirement plan consulting, focusing on strategic asset allocation guided by Modern Portfolio Theory and a long-term investment approach.

Mason Coyle is a financial advisor at Legacy Wealth Management Inc. with two years of industry experience and holds a Series 66 designation. His prior experience includes roles at Guardian Life and Morgan Stanley’s 10 Goal Wealth Management. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across more than 700 client relationships. The firm delivers discretionary and non-discretionary asset management, financial planning, and public educational seminars, employing tailored investment strategies documented in client Investment Policy Statements.

Patrick Fitzgerald is a CFA® charterholder with nine years of industry experience. He is currently with West Financial Services, Inc., where he has worked since 2021. His prior experience includes roles at The Brookings Institution and Janney Capital Management. West Financial Services, Inc. is a fee-only investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation approach with long-term and tactical strategies, primarily managing portfolios on a discretionary basis.

Andrew Crowe is a financial advisor with Professional Financial Solutions, LLC in Fairfax, VA, holding a Series 65 designation and nine years of industry experience. He has been with Professional Financial Solutions since 2016 and previously worked in graduation photography with GradImages. Outside of finance, he has photographed college graduations. Professional Financial Solutions, LLC serves primarily individual clients and small business owners, offering financial planning, consulting, and investment management. The firm employs a passive, buy-and-hold approach to portfolio construction and manages client assets with an emphasis on documented investment policies and discretionary authority after an initial period.

Karen Blair is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with CJM Wealth Advisers, Ltd., where she has worked since 2025. Her prior experience includes roles at Cassaday & Company, Inc. and Mason Investment Advisory Services, Inc. CJM Wealth Advisers, Ltd. provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individual and institutional clients. The firm manages portfolios through its wrap-fee program using a range of investment vehicles and applies both fundamental and technical analysis with long- and short-term strategies.

Benjamin Seamans is a financial advisor with Aspect Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corp and Almanack Investment Partners, LLC. In addition to his advisory work, he is a licensed insurance agent offering accident, disability, annuity, life, and long-term care insurance products. Aspect Partners serves a diverse client base including individuals, trusts, estates, retirement plans, nonprofits, and insurance company clients. The firm provides discretionary asset management, financial planning, and retirement-plan consulting, utilizing individualized investment strategies and a range of securities under a fiduciary standard.

Eduardo Wisbrun is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at West Financial Services, Inc. He previously worked at Morgan Stanley for five years and Caravel Management for seven years. West Financial Services, Inc. is a fee-only investment adviser managing approximately $2.8 billion across individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation strategy with a long-term focus, utilizing a core-and-satellite equity approach alongside laddered fixed-income allocations and tactical adjustments based on quantitative and qualitative research.

Bailey Schmitz is an advisor at D'Orazio Wealth Advisors in Vienna, VA, holding a Series 65 designation with three years of industry experience. Prior to joining D'Orazio Wealth Advisors, Bailey worked at Alpha Mortgage Corporation and EmergeOrtho. D'Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts and estates, and retirement plan sponsors. The firm uses a long-term, globally diversified investment approach and manages client portfolios with mutual funds, ETFs, individual equities and bonds, with discretionary monitoring and rebalancing.

Wade Pfau is a CFA® charterholder with over 11 years of experience in the financial services industry. He is currently affiliated with McLean Asset Management Corp. and has held roles at Retirement Researcher, LLC and The American College. Pfau also engages in educational speaking and writing for financial advisors and is the founder of RISA, LLC, a product designed to assist investment advisors with retirement income planning. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory and broad asset-allocation principles, utilizing no-load mutual funds, ETFs, and approved managers.

Eric Hess is a CFP® and ChFC® with 19 years of industry experience. He has been with Alpha Financial Advisors, LLC since 2001. Alpha Financial Advisors serves individual and high-net-worth clients, focusing on life-oriented financial planning and a comprehensive range of services including investment management, retirement planning, and estate planning coordination. The firm employs a goal-driven investment process that integrates multiple analytical methods and maintains a fee-only, discretionary portfolio management approach.

Leslie Tovar Rosado is a financial advisor at Alpha Financial Advisors, LLC, holding a Series 65 designation with five years of industry experience. She has been with Alpha Financial Advisors in its various forms since 2016, including two years at LPL Financial prior to that. Alpha Financial Advisors serves individual and high-net-worth clients, offering comprehensive financial planning and investment management services. The firm employs a holistic, goal-driven approach that integrates multiple analytical methods and emphasizes discretionary portfolio management focused on limiting turnover and tax friction.

Jessica Wunder is a CFP® with 21 years of industry experience, currently serving as an advisor at McLean Asset Management Corporation since 2012. She holds the Series 66 designation and is based in Tysons, VA. Outside of her advisory role, she is the Immediate Past Chair and a board member of the Parkinson's Foundation. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a multi-advisor team approach, using Modern Portfolio Theory and broad asset allocation principles to develop individualized portfolios.

Eian Lomash is a financial advisor at Legacy Wealth Management Inc. in Manassas, VA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Mass Mutual, among others. Lomash is also involved with Legacy Associates Inc., an affiliated insurance agency. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across more than 700 client relationships. The firm offers discretionary and non-discretionary asset management, unified managed accounts, financial planning, and no-charge public educational seminars, with investment strategies tailored to client goals and risk tolerance.

Mark Mckaig is a financial advisor at Centurion Wealth Management with 25 years of industry experience. He holds a Series 66 designation and has worked at Centurion Wealth Management since 2022, following seven years at Spire Investment Partners. Centurion Wealth Management advises high-net-worth individuals, retirement plans, and corporate clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a diversified, asset-allocation driven investment approach overseen by a monthly investment committee and provides access to private investment opportunities for eligible clients.

Hunter Adams is a CFP® professional with four years of industry experience. He currently works at Brown | Miller Wealth Management, LLC, joining the firm in 2023 after a prior role at Merrill. His background also includes positions in education and hospitality. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations combining active and passive strategies and provides both discretionary portfolio management and consulting services through an 11-advisor team.

Parker Trasborg is a CFP® professional with 14 years of industry experience, currently serving at CJM Wealth Advisers, Ltd. in Falls Church, VA. He has been with CJM Wealth Advisers since 2011, with a brief prior tenure at Waddell & Reed. Trasborg is a member of The National Association of Personal Financial Advisors (NAPFA). CJM Wealth Advisers, Ltd. provides discretionary and non-discretionary investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients. The firm operates a wrap-fee program with a diverse investment approach that includes mutual funds, ETFs, equities, and fixed income, and maintains explicit policies on AI use and discretionary authority.

Michael Mclenigan is a CFP® and holds a Series 65 license, with 28 years of industry experience. He has been with Professional Financial Solutions, LLC since 1997. Professional Financial Solutions, LLC serves primarily individual clients, including those with living or irrevocable trusts, and small business owners on retirement plans and charitable gifting of client securities. The firm offers financial planning, targeted consulting, and investment management, typically using diversified mutual funds and ETFs with a buy-and-hold, passive approach that emphasizes client-specific Investment Policy Statements and discretionary authority after an initial relationship period.

Brian Bass is a financial advisor at McLean Asset Management Corporation with 11 years of industry experience. He holds the CFP® and Series 66 credentials. Prior to joining McLean Asset Management in 2021, he worked at Cetera Advisors LLC for six years. Outside of his advisory role, Bass is an alumnus of the Baltimore Orioles and participates in appearances and autograph sessions. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory and broad asset allocation, incorporating tax-managed strategies and ESG screening options.