Edward Neveleff is a financial advisor at Enroute Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at CUNA Brokerage Services, Inc. and NRL Federal Credit Union prior to joining Enroute Wealth Management in 2019. Outside of his advisory role, he operates Senior Insurance Services, providing long-term care insurance servicing. Enroute Wealth Management offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm focuses on mutual funds, ETFs, annuities, and Treasury Inflation-Protected Securities, applying fundamental analysis and modern portfolio theory through a non-discretionary, long-term investment approach.

Brett Friedman is a CFP® with 17 years of industry experience, currently serving as the sole advisor at D&S Wealth Management Group. He has held roles at Peak Investment Advisors and has been involved with DeLeon and Stang CPA's since 2006, where he serves as Chief Growth & Strategy Officer. He is also the managing member of D&S Insurance Solutions, an insurance agency. D&S Wealth Management Group is a Maryland-registered advisory firm that primarily serves individual clients and their families, as well as entities such as foundations, charities, and retirement plans. The firm offers discretionary portfolio management and comprehensive financial planning, emphasizing tailored plans and diversified asset allocation using a variety of investment vehicles.

Jonathan Cohen is the owner of CHC Financial Solutions, LLC in Rockville, MD, with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax and Cetera. Cohen is a CPA and serves on the Board of Trustees for the Association of Practicing CPAs, as well as on the Maryland Association of CPAs Investment Committee. CHC Financial Solutions provides investment advisory services to retirement plan sponsors, institutional accounts, and individuals, emphasizing strategic asset allocation and discretionary portfolio management. The firm integrates investment advice with accounting and insurance services and offers ERISA 3(21) fiduciary engagements and sub-advisor oversight.

David Malmgren is a CFA® charterholder and principal advisor at Parkview Capital LLC, an independent firm based in Germantown, MD. He has 22 years of industry experience, including 18 years at FBB Capital Partners before founding Parkview Capital in 2021. Parkview Capital LLC provides advisory services to individual and high-net-worth clients, offering portfolio management and financial planning. The firm combines fundamental analysis, modern portfolio theory, quantitative techniques, and technical analysis to create tailored investment strategies across various asset classes.

Glaister Welsh is the sole advisor at Calabash Asset Management, LLC, an independent firm based in North Potomac, Maryland. He holds a Series 65 designation and has eight years of industry experience. In addition to his advisory role since 2016, he has worked as a Regional Operations Manager at Kaiser Permanente since 2015. Calabash Asset Management offers discretionary investment management, wealth management, and financial planning to individual and high-net-worth clients, pension/profit-sharing plans, and select institutional investors. The firm manages a boutique client base with benchmark-agnostic portfolios focused on long-term growth in "Exponential Growth Companies," and also serves as a fund sponsor and private fund adviser.

John Lewis is a financial advisor with Regatta Financial LLC, holding Series 63, 65, and 66 designations and bringing 23 years of industry experience. His prior roles include positions at Universal Medical, Private Client Services, Citigroup Global Markets, and H. Beck, Inc. Outside of finance, he co-owns TheraBleu, LLC, an e-commerce business supplying UVC lamps, and owns Campus Quick Fix, LLC, a franchise focused on device repairs for college students. Regatta Financial LLC provides discretionary asset management along with financial planning and consulting services to individuals and business entities. The firm emphasizes client goal documentation, risk tolerance alignment, and targeted consultation, utilizing technical analysis, charting, and Modern Portfolio Theory to construct and monitor portfolios.

John Herr is a financial advisor with Alpha Strategies Corporation in Sterling, VA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Alpha Strategies Corporation since 2010. The firm provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. Alpha Strategies manages approximately $47.9 million across about 86 client accounts, employing modern portfolio theory to construct diversified portfolios with both traditional and alternative investments, and retains all portfolio management in-house.

Samuel Asare is a financial advisor at Laser Wealth Management, LLC in Kensington, MD, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, previously affiliated with Laser Financial Group. Outside of advisory services, he is a licensed insurance agent and provides tax planning and filing services as an enrolled agent and bookkeeper. Laser Wealth Management serves individual clients and business owners by offering investment advice, financial planning, and consulting. The firm uses a third-party manager to implement investment strategies based on Modern Portfolio Theory, focusing on asset allocation and periodic rebalancing, while providing clients with plan development, reviews, and educational seminars.

Jitin Singhal is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at E J Financial Corp., where he has worked since 2004. Prior to his current role, he spent 14 years at Farmer Mac. Singhal also serves as Senior Director of Portfolio Analytics and Strategy at Sallie Mae. EJ Financial Corporation provides investment advisory, finance, and technology consulting to individuals, trusts, estates, charitable organizations, and corporations. The firm manages approximately $1.9 million across six portfolios and employs a research approach combining quantitative and economic analysis, offering both discretionary and non-discretionary advisory relationships.

Mary Thomas Spruill is a financial advisor at Serene Financial Solutions in Gaithersburg, MD, holding the ChFC® designation and Series 65 license with five years of industry experience. Prior to founding her firm, she worked at The McKelvey Group and held roles at Frederick National Laboratory for Cancer Research and Navy Marine Corps Relief Society NMCRS Sasebo. Serene Financial Solutions serves individuals, families, and small businesses, providing portfolio management and comprehensive financial planning alongside tax preparation, business accounting support, and financial consulting. The firm combines passive and active investment strategies based on Modern Portfolio Theory and integrates tax services through enrolled agents, offering educational seminars and workshops as part of its client services.

John Rathnam is the sole advisor at Rathnam Capital, LLC, an independent firm based in Bluemont, VA. He holds the CFA® designation and Series 65 license, with 21 years of industry experience. Rathnam has led Rathnam Capital since its founding in 2010. Rathnam Capital serves individual and high-net-worth clients, managing approximately $81 million across about three dozen households. The firm provides discretionary portfolio management, financial planning, and consulting, utilizing customized asset allocation strategies and third-party sub-advisers to address a range of investment needs.

Eric Norberg is the principal of EAN Equity Financial Services LLC, an independent firm based in Leesburg, VA. He holds the CFP® and ChFC® designations and has 11 years of industry experience. Prior to his current role, he worked at PKS Investment Advisors LLC for one year. In addition to his advisory work, Norberg provides CPA tax preparation and small life insurance sales through his firm. EAN Equity Financial Services offers personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of strategic and tactical asset allocation using both active and passive investment vehicles and fundamental security analysis, and maintains a tax-preparation practice alongside its advisory services.

Jeyamariappan Ganapathy is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been the sole advisor at Samatva Wealth Management LLC since 2015 and previously worked at Senaissance Software. Samatva Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis and focuses on a long-term investment horizon using fundamental analysis and discounted cash flow techniques, with portfolios diversified primarily through actively managed mutual funds.

David Pickei is the sole advisor at Reye Partners Asset Management LLC in Leesburg, VA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Reye Partners since 2005. Reye Partners Asset Management provides discretionary, separately managed investment management and portfolio consulting services primarily for individual clients and trusts. The firm serves both high-net-worth and non-high-net-worth clients, emphasizing portfolio composition, due diligence, diversification, and capital preservation through a manager-of-managers approach.

Kenneth Diehl is a CFP® professional with over 25 years at Cornerstone Financial Planning, Inc. in Gaithersburg, MD. He has four years of industry experience. Cornerstone Financial Planning, Inc. offers personalized, fee-only financial planning and advisory services to individuals, trusts, estates, and small businesses. The firm follows Modern Portfolio Theory and efficient-market principles, focusing on diversified, low-cost index funds and ETFs, and operates on a fixed-fee basis without accepting commissions or referral fees.

Chung Hei Sing is a financial advisor at Applied Derivative Research (ADR) with four years of industry experience. He holds a Series 65 designation and has worked at Arquitos Capital Management and UNC Management Company prior to joining ADR. He serves as a board member of the Maryland Technology Development Corporation, an organization focused on economic development through early-stage investments. Applied Derivative Research provides discretionary and non-discretionary portfolio management and advisory services to high-net-worth individuals, institutional investors, and pooled investment vehicles. The firm combines bottom-up fundamental research with a thematic top-down overlay emphasizing sustainable and impact-oriented opportunities, employing customized mandates and offering both strategic asset allocation advice and active portfolio implementation.

Michael Worch is the principal advisor at Worch Financial Group, LLC, an independent firm based in Rockville, MD. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at The Financial Xchange and 1939 Capital, LLC. Worch is also a licensed insurance agent and dedicates a significant portion of his practice to insurance sales. Worch Financial Group serves individual and high-net-worth clients, providing financial planning, portfolio management through third-party money managers, and access to pooled investments. The firm emphasizes fundamental analysis and uses both long- and short-term trading strategies, often implementing investment solutions via referrals rather than direct discretion over client accounts.

Kevin Bernard is the principal of Pivot Capital Management, LLC in Ashburn, VA, holding Series 65 and Series 66 licenses with 10 years of industry experience. He has held roles at several firms, including Avantax Insurance Agency and Solomon Edwards, and currently leads an accounting and consulting practice as Director of Assurance and Federal Practice at IBS Management & Consultancy Services, LLC. Bernard is also the managing member and CEO of a bookkeeping and tax preparation firm and maintains a real estate referral affiliation. Pivot Capital Management, LLC provides discretionary and non-discretionary portfolio management and standalone financial planning services to individuals, charitable organizations, and businesses. The firm employs a multi-method investment process incorporating fundamental and technical analysis and manages a range of investment types according to client objectives.

Stephen Berube is the sole advisor at Echo Creek Capital, LLC, an independent investment advisory firm based in Rockville, MD. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Berube has led Echo Creek Capital since 2013. Echo Creek Capital manages discretionary and non-discretionary portfolios for individual and institutional clients, focusing on tailored investment strategies that combine fundamental and technical analysis. The firm utilizes a range of instruments including equities, fixed income, ETFs, derivatives, and option strategies, and incorporates borrowing and margin as part of its approach.

Wenhai Tu is an investment advisor at FortuneNavi Capital Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at eFinance / FortuneNavi Capital since 2016, following three years at China Merchants Securities Co. FortuneNavi Capital Inc. provides discretionary investment management and financial planning services primarily to pooled vehicles and institutional clients, including trusts, family offices, and endowments. The firm combines Modern Portfolio Theory with fundamental analysis to construct and manage portfolios, utilizing mutual funds, ETFs, alternative investments, and other securities.