Stephen Knapp is a CFA® charterholder with six years at Carderock Capital Management, Inc. and eight years of prior experience at S&P Global Market Intelligence, totaling 14 years in the financial industry. He is based in Chevy Chase, MD. Carderock Capital Management provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs an active, long-term investment approach that integrates fundamental, quantitative, and technical analysis, customizing portfolios based on client and market data.

James Mersereau is a CFA® charterholder and holds a Series 65 license, with 36 years of industry experience. He has been with Carderock Capital Management, Inc. since 1986. Carderock Capital Management provides discretionary investment management and financial planning services to individuals, trusts, pensions, profit-sharing plans, and charitable organizations. The firm employs an active, primarily long-term investment approach using fundamental, quantitative, and technical analysis to build customized investment plans.

Jeanne Goedecke is a CFA® charterholder with two years of industry experience. She currently works at Carderock Capital Management, Inc. and previously held roles at Hancock Whitney and Regions. Carderock Capital Management, Inc. provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs an active, primarily long-term investment approach that integrates fundamental, quantitative, and technical analysis through customized investment plans.

Jessica Scott is a CFP® and Series 66-registered advisor with three years of industry experience. She currently works at Carderock Capital Management, Inc. and has previously been affiliated with firms including Peak Planning Group, Robert W. Baird & Co., and Brown Advisory. Scott also serves as the Women's Initiative Director for the Financial Planning Association, coordinating and hosting events for women financial advisors. Carderock Capital Management provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs an active, long-term investment approach using fundamental, quantitative, and technical analysis to create customized portfolios.

Daniel Kane is a CFA charterholder with 24 years of experience in the financial industry. He has been with Carderock Capital Management, Inc. since 2002. Carderock Capital Management, Inc. provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs an active, long-term investment approach that integrates fundamental, quantitative, and technical analysis to create customized portfolios tailored to client needs.