Benjamin Scrivener is a CFP® professional with eight years of industry experience. He is currently with Steigerwald, Gordon & Koch - Wealth Advisors, where he has worked since 2025. His prior experience includes roles at Burney Wealth Management and Strategic Wealth Management Group. Steigerwald, Gordon & Koch provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs both long- and short-term investment strategies across multiple asset classes and incorporates ESG considerations at client direction.

Hillary Landen is a financial advisor at YHB Investment Advisors Inc in Great Falls, VA, holding Series 63 and Series 65 licenses with eight years of industry experience. She previously worked at TM Wealth Management and Bull Run Financial Group. YHB Investment Advisors provides discretionary portfolio management to individuals, institutions, and retirement plans, applying a team-based investment process that emphasizes diversified allocations and independent research. The firm also offers pension consulting, trustee services, and targeted financial consulting alongside its core asset management.

Aaron Weston is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with FSA Wealth Partners and has previously worked at Financial Services Advisory, Inc., Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and TD Ameritrade. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and retirement plans. The firm employs a technical analysis-driven investment process supplemented by fundamental review and uses a structured approach that includes tactical strategies and a defined exit framework called the FSA Safety Net.

Andrew Lewis is a financial advisor with The Lewis Financial Group, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining The Lewis Financial Group in 2021, he spent over a decade at Wells Fargo Advisors Financial Network LLC. He serves as an investment committee member for the Community Foundation of Loudoun and Northern Fauquier Counties. The Lewis Financial Group provides investment management, independent manager selection, and financial planning services to individuals, high net worth clients, trusts, estates, foundations, and business entities. The firm manages approximately $314 million in discretionary assets, employing a risk-adjusted, tax-aware approach using a combination of active and passive strategies across various asset classes and utilizing both direct portfolio management and third-party platforms.

Tony Nguy is a financial advisor at Axiom Value Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including SunTrust Advisory Services and Osaic Wealth. In addition to his advisory role, Tony is an independent licensed insurance agent with Axiom Value LLC. Axiom Value Wealth Management LLC serves individual and high-net-worth clients, providing portfolio management and financial planning through a small team of advisors. The firm uses a combination of fundamental and quantitative investment methods and offers retirement-focused education via workshops and webinars.

Christina Fransckiewich is a CFP® professional with 16 years of experience in the financial industry. She has worked at The Lewis Financial Group since 2021 and previously spent 10 years with Wells Fargo Advisors Financial Network LLC. In addition to 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 business entities. The firm employs a risk-adjusted, tax-aware approach using a mix of active and passive strategies across various asset classes and frequently utilizes UMA/SMA platforms and independent managers to implement client portfolios.

Jordan Sorrenti is a financial advisor at Toth Financial Advisory Corp with a Series 65 credential and four years of industry experience. He has been with Toth Financial since 2019 and served in the U.S. Army from 2012 to 2019. Toth Financial provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, also serving investors through a private pooled vehicle. The firm employs a fundamental, buy-and-hold investment approach combined with margin, leveraged ETFs, and options, managing roughly $1 billion in client assets.

Brawn Sproul is a CFP® with 35 years of industry experience and has been with Toth Financial Advisory Corp since 2006. He holds Series 63 and Series 65 licenses and is based in Leesburg, VA. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, also serving investors through a private pooled vehicle. The firm employs a fundamental analysis-driven, buy-and-hold investment approach combined with the use of margin, leveraged ETFs, options, and macroeconomic asset allocation adjustments.

Thomas Toth is a financial advisor with Toth Financial Advisory Corp in Leesburg, VA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been affiliated with Toth and Associates, Inc. and Toth Financial Advisory Corporation since 1986. Outside of his advisory role, he is a managing member of two non-investment related entities focused on commercial property development and aircraft leasing. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, as well as investors through a private pooled vehicle. The firm employs a fundamental, buy-and-hold investment approach with adjustments based on economic cycle assessments and uses leverage and other instruments, serving sophisticated investors with approximately $1 billion in assets under management.

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 financial advisor with AMJ Financial Wealth Management LLC in Leesburg, VA. She holds the CFP® designation and Series 65 license and has 10 years of industry experience. Barber has been with AMJ Financial Wealth Management since 2016. AMJ Financial Wealth Management provides financial planning and discretionary investment management to individuals, families, trusts, retirement plans, foundations, and institutions. The firm blends macroeconomic analysis with fundamental and quantitative research to guide its investment strategies and offers additional services such as retirement-plan advisory and small-business consulting.

Jeff Pomerantz is a financial advisor at Analog Capital Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at AT&T for 21 years. Outside of his advisory role, he owns and operates accounting and tax services businesses, including Shield Tax Services, LLC, which assists clients with resolving tax issues. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as subadvisory services to other investment advisers. The firm constructs customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory approaches.

Brett Bender is a Series 65 licensed advisor at AMJ Financial Wealth Management LLC with 10 years of industry experience. He has been with AMJ Financial in various capacities since 1997 and currently focuses on operations and accounting management within the firm. Outside of advisory duties, he serves as a member and owner of AMJ Financial LLC, overseeing office operations and accounting functions. AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management to individuals, families, trusts, retirement plans, foundations, and institutions. The firm’s investment approach combines macroeconomic analysis with fundamental and quantitative research, offering a range of strategies tailored to client risk tolerance, along with specialized retirement-plan and small-business consulting services.

Michael Schimmel is a financial advisor at Wealthcare Capital Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Arkadios Capital, Coastal Equities, Inc., Wealthcare Advisory Partners LLC dba Fellows Financial Group, LPL Financial, and HSBC Securities. Schimmel is involved in insurance planning through Fellows Risk Solutions and maintains dual registrations with multiple advisory firms. 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 client assets using a goals-based, evidence-based investment process that incorporates behavioral economics and quantitative metrics to align long-term strategies with client preferences.

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.

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. in Gaithersburg, MD, with 25 years of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial, Morgan Stanley, Citigroup Global Markets, Legg Mason Wood Walker, and UBS Financial Services. Outside of advising, he is involved with CFO Advisory and Tax Services, LLC, a firm providing tax preparation, accounting, and bookkeeping services. PlanVest Financial, Inc. serves individual and high-net-worth clients with wealth planning, financial planning, and investment management across various account types. The firm offers customized portfolios using a combination of fundamental, technical, and cyclical analysis, as well as several fee structures including a wrap fee program and a dedicated 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.