Kartik Pawar is a financial advisor at One Oak with one year of industry experience. He holds a Series 65 designation and has worked previously at HarbourVest, Dyson Capital Advisors, Cambridge Associates, and Investure LLC. One Oak provides outsourced chief investment officer (OCIO) and customized investment advisory services primarily to institutional clients, including endowments, foundations, and family offices. The firm emphasizes an integrated OCIO model involving investment policy development, manager selection, due diligence, and performance reporting, serving a relatively small client roster with a focus on larger or institutional mandates.

Davita Alford Cooper is a CFP® with 33 years of industry experience, currently affiliated with Law & Associates Inc in Glen Echo, MD. She has worked with Raymond James Financial Services Advisors and other entities since 2018. Outside of her advisory role, she owns and serves as president of The Fishel Group, Inc., a financial services and portfolio management support company. Law & Associates serves individual and high-net-worth clients, trusts, estates, and business entities with comprehensive financial planning and investment management. The firm emphasizes a planning-driven investment process focused on asset allocation and diversification and administers most client assets on a non-discretionary basis.

Micah Patashnik is a CFP® with 13 years of industry experience, currently serving at Macroview Investment Management LLC. He has worked at Absolute Investment Management since 2012. Macroview Investment Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, corporations, non-profits, and pension and profit-sharing plans. The firm employs a top-down, macroeconomic investment approach and manages portfolios with diversified strategies that may include third-party managers.

Miguel Padilla is a financial advisor at BNB Wealth Management, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Capitol Securities Management since 2011 alongside his role at BNB Wealth Management beginning in 2010. Outside of advisory work, he owns and manages a vacation rental property. BNB Wealth Management provides investment advisory and financial planning services to individuals, trusts, small businesses, and retirement plan sponsors. The firm constructs diversified portfolios, develops individualized investment policies, and offers discretionary portfolio management and pension consulting, operating from multiple offices and sponsoring its own wrap-fee program.

Jaron Beach is a CFP® with six years of industry experience, currently serving as an advisor at Pointer Financial Advisors LLC. His prior experience includes roles at Canter Wealth, Cetera Financial, Northwestern Mutual, and LPL Financial. Pointer Financial Advisors serves individual clients across various wealth levels as well as trusts, estates, family businesses, charitable organizations, and plan assets, providing discretionary investment management and integrated wealth and financial planning services. The firm focuses on customized strategic asset allocation and fundamental analysis to achieve global diversification across multiple asset classes.

Christopher Brown is a CFP® professional with 23 years of experience in financial advising. He has been with Ivy League Financial Advisors LLC, formerly Commonwealth Advisory, since 1999. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. Ivy League Financial Advisors provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing documented client objectives and ongoing portfolio monitoring and rebalancing.

William Powell is a CFP® and holds a Series 65 license with 13 years of industry experience. He has been with Ferguson-Johnson Wealth Management, Inc. since 2013. Ferguson-Johnson Wealth Management is a fee-only registered investment adviser providing investment management and financial planning to individuals, retirement plans, trusts, and nonprofit entities. The firm employs a research-based passive investment approach emphasizing broad diversification through ETFs, no-load index funds, and engineered-index funds, managing roughly $316 million across about 190 client relationships.

Samuel Brownell is a CFA® charterholder with seven years of industry experience, currently serving at Stratus Capital Management, LLC. He has held roles at affiliated entities including Stratus Valuation, Stratus Legacy Planning, and Stratus Wealth Advisors since 2018, focusing on business valuation and succession planning. Outside of investment advisory, he manages a family LLC and leads legacy planning and valuation services for independent business owners. Stratus Capital Management provides investment advisory and financial planning services primarily to individuals, families, and select institutional clients such as foundations and endowments. The firm employs a goal-based process to create diversified portfolios aligned with client risk profiles, supported by affiliated firms specializing in valuation and legacy planning.

Richard Gaige is a CFP® professional with 23 years of industry experience. He is currently a managing partner and Co-CEO at GLR Partners, where he oversees investments and portfolio management. Prior to joining GLR Partners, he worked for ten years at UBS Financial Services. GLR Partners provides personalized financial planning and investment advisory services to individuals, family offices, trusts, estates, and qualified retirement plans. The firm manages approximately $260.7 million in discretionary assets for around 170 clients, employing fundamental research to build long-term portfolios while allowing for shorter-term trading when appropriate.

Andrew Magdar is a Series 65-licensed advisor at White Oak Wealth Management in Columbia, MD, with less than one year of industry experience. His prior work includes roles in banking and the hospitality sector, as well as being a full-time student. White Oak Wealth Management serves individuals, trusts, estates, and charitable organizations, managing approximately $124.2 million in discretionary assets. The firm employs a blend of fundamental, technical, and quantitative analyses to create tailored investment plans and utilizes discretionary management with diverse investment vehicles, including the use of leverage and derivatives where appropriate.

Scott Puritz is a financial advisor at Rebalance LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Rebalance since 2012. Rebalance provides investment management, financial planning, and decision-support services to individuals, high-net-worth clients, retirement plans, and pooled vehicles through its Rebalance360 program. The firm employs a strategic asset-allocation framework focused on long-term rebalancing and offers a branded 401(k)/pension service, serving a broad client base with a compact advisory team.

Viveka Ryn is a financial advisor at Aegis Wealth with 23 years of industry experience. She holds a Series 65 designation and has been with Aegis Wealth Management LLC since 2005. Aegis Wealth Management is a team advisory firm managing approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and tax return preparation, using a blend of fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.

Gary Williams is a CFP® with over 31 years of experience in the financial services industry. He is the founder of Williams Asset Management and has also spent significant time at Commonwealth Financial Network. Outside of his advisory work, he is the author of the book *Art of Retirement* and holds several nonprofit roles, including chairing the investment committee and serving on the executive board at the Y of Central Maryland. Williams Asset Management provides discretionary portfolio management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-disciplinary investment approach combining fundamental, quantitative, and technical analysis, and incorporates options strategies alongside long-term trading.

Richard Schaeffer is a CFP®-certified financial advisor with 41 years of industry experience. He is associated with Schaeffer Financial LLC, where he has worked for over two decades, and currently serves as part of a five-advisor team. His prior experience includes roles at Grove Point Investments and LPL Financial. Schaeffer Financial serves individuals and families, including federal employees and foreign nationals holding G‑IV visas, as well as trusts, foundations, and small businesses. The firm provides financial planning and discretionary portfolio management, emphasizing diversified asset allocation tailored to clients’ goals and risk tolerance, and frequently coordinates with outside professionals to implement client plans.

Kevin Moody is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, JP Morgan Chase, and EagleStone Wealth Advisors. Moody also serves as a registered representative for Emerson Equity and is a licensed agent for fixed/traditional insurance products. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, retirement plan consulting, and donor-advised fund advice. The firm utilizes third-party research and a range of investment vehicles, providing tailored portfolio management with ongoing account reviews.

Brian Mattox is a financial advisor at Kendall Capital Management with 23 years of industry experience. He holds a Series 66 designation and has been with Kendall Capital since 2018, following four years at Andersen Tax. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a variety of investment strategies, including fundamental, technical, quantitative, and qualitative analysis, and conducts regular account reviews as part of its advisory service.

Veronica Fuentes is a CFP® and ChFC® professional with 13 years of industry experience. She joined Audible Wealth Management in 2024 after spending 13 years with Northwestern Mutual Life Insurance Company. Outside of her advisory role, she is also active as a life insurance agent. Audible Wealth Management serves individual clients, including high-net-worth households, business development clients, and retirement plans, offering financial planning and portfolio management. The firm employs a multi-method investment approach and provides unique services such as educational seminars, bill-pay services, and a wrap-fee program.

Colin Gerrety is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Glassman Wealth Services, LLC since 2015. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm’s investment approach includes diversified portfolios using mutual funds, ETFs, independent managers, and private funds, with a focus on aligning portfolios to client objectives and incorporating non-managed assets into reporting and advice.

Katherine Groce is a financial advisor with Prostatis Financial Advisors Group in Hanover, MD, holding a Series 66 designation and 14 years of industry experience. She previously worked at Peak Brokerage Services LLC and Taylor Capital Management Inc. Groce manages client service operations and assists with financial planning within her firm. Prostatis Financial Advisors Group serves individuals, high-net-worth clients, and various institutions with investment management and financial planning, utilizing a top-down, tactical asset-allocation strategy that includes sector rotation and oversight of third-party managers employing AI and machine-learning models.

Austin Edmunds is a financial advisor at TritonPoint Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TritonPoint, he worked at First Command Insurance Services and First Command Advisory Services. Edmunds serves as Treasurer for the Rotary Club of Fairfax, where he manages financial activities and prepares financial reports. TritonPoint Wealth, LLC provides financial planning, discretionary investment and wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm emphasizes long-term asset allocation based on modern portfolio theory, utilizing model portfolios, independent managers, and a combination of fundamental and quantitative security selection.