Fadoua Arif is a financial advisor at Lynx Investment Advisory, LLC with four years at the firm and a total of seven years of industry experience. She holds a Series 65 designation. Her prior work includes roles at Zeitnot Consulting and Silk Invest. Lynx Investment Advisory provides investment consulting to individual and institutional clients, including high-net-worth individuals, families, trusts, endowments, foundations, and retirement plans. The firm builds customized, multi-manager portfolios and conducts detailed manager vetting, offering both discretionary and non-discretionary services across a variety of investment vehicles.

Sumedha Malhotra is a CFP® with 13 years of industry experience, currently serving at Armstrong, Fleming & Moore, Inc. since 2019. Her prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Armstrong, Fleming & Moore, Inc. provides portfolio management, financial planning, and retirement plan consulting primarily to high-income and high-net-worth clients. The firm emphasizes tailored investment allocations and fundamental analysis, delivering services in partnership with Commonwealth Financial Network and maintaining an active role in client education and publication.

W Booth is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated since 2008. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, focusing on tailored investment strategies implemented through equities, fixed income, mutual funds, and ETFs. The firm combines broker-dealer operations with a limited advisory business and supports ongoing wealth management activities typical of multi-team advisers.

Raeonna Jefferson is a financial advisor at Zenith Wealth Partners in Alexandria, VA, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Zenith Solutions, Inc., Broadridge, Datto Inc., Juice Generation, and Smashburger. Zenith Wealth Partners offers financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm employs both active and passive investment strategies and provides a range of services including wealth planning, estate and tax planning facilitation, and private investment sourcing.

Justin Bass is a financial advisor at Graham Capital Wealth Management, LLC with a Series 65 designation. He joined the firm in 2025 and previously served in the United States Marine Corps from 2017 to 2021. Outside of finance, he has experience working at Splash Zone and The Giant Company. Graham Capital Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $251.2 million and employs a combination of fundamental, technical, and cyclical analysis to build customized portfolios using ETFs, bonds, mutual funds, and individual stocks, with ongoing monitoring and formal annual reviews.

Naomi Parham is a CFP® and holds a Series 66 license with six years of experience in the financial industry. She has worked at Fruitful since 2024 and previously held roles at Wealth with Wisdom, LLC, Fidelity Brokerage Services, and Lazard Asset Management. Earlier in her career, she also worked at JP Morgan Chase and the Federal Reserve. Fruitful Advisory, LLC provides web-based financial planning and discretionary investment management primarily to individual clients through a subscription membership model. The firm focuses on passive, low-cost investment strategies using exchange-traded funds and index funds, with personalized planning centered on linking life goals to asset allocation and risk tolerance.

Bryant Boswell is a financial advisor at Aviso Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked previously at OSAIC and Cetera Advisors LLC. Outside of his advisory role, Boswell coaches JV lacrosse at Georgetown Preparatory School. Aviso Wealth Management offers personalized financial planning, investment supervisory services, and portfolio management to individuals, families, trusts, corporations, charitable organizations, and pension plans. The firm serves approximately 913 clients with $621 million in assets under management, utilizing a variety of analytical approaches and managing both discretionary and non-discretionary accounts.

Anthony Cortina is a CFP® and holds a Series 65 license with 16 years of industry experience. He has worked at firms including RMB Capital Management LLC and Wolf Group Capital Advisors before joining Lynx Investment Advisory, LLC. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, manager research, and portfolio monitoring. The firm builds customized allocations typically implemented through third-party managers and offers both discretionary and non-discretionary portfolio management, including advising a multi-manager private fund.

James Brennan is a CFP® with 21 years of industry experience, currently serving at Middleton Gardiner Group, LLC. He is based in Annapolis, MD and holds a Series 63 license. Brennan is part of the advisory team at 1 North Wealth Services, LLC, which includes five professionals. 1 North Wealth Services provides discretionary investment management and financial planning to individuals, closely held businesses, retirement plans, estates, trusts, and charitable foundations. The firm uses an active, discretionary approach with multiple strategies, emphasizing fundamental analysis, and offers services including quarterly reporting, annual reviews, and specialized planning such as ERISA and 401(k) engagement.

Robert Ready Jr. is a financial advisor at Widmann Financial Services in Bowie, MD, holding a Series 66 designation with 25 years of industry experience. He has been with Widmann Financial Services and Commonwealth Financial Network since 2001. Ready is a co-owner of Widmann Financial Services, a private entity involved in securities, advisory, and insurance business. Widmann Financial Services offers discretionary asset management, financial planning, and consulting services to individuals, families, businesses, charitable organizations, trusts, and estates. The firm employs a hybrid, research-driven investment process that incorporates third-party research from providers such as Morningstar and Standard & Poor’s, managing portfolios on a discretionary, long-term basis while also engaging in active trading and use of derivatives.

Alexander Baloga is a financial advisor at ValueWealth Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at 4J Wealth Management, LLC and The Ellerson Group. Prior to his financial services career, he was employed at the Flaum Eye Institute and Rochester Medical School. ValueWealth Services, LLC manages approximately $319 million for around 420 clients, offering investment supervisory and portfolio management services along with financial planning. The firm employs a multi-factor investment process incorporating fundamental, technical, and cyclical analysis, and may utilize strategies such as short-term trading, margin, short sales, and options when appropriate.

Glenn Drake is a CFP® professional with 38 years of industry experience, currently serving at Apollon Financial, LLC. He has previously worked at LPL Financial for six years and Wells Fargo Advisors Financial Network LLC for ten years. Outside of his advisory work, he co-manages a company 401(k) plan and holds ownership interests in several related business entities. Apollon Financial is an SEC-registered advisory firm serving individuals, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team-based approach that combines centrally managed model strategies with locally managed portfolios and access to private and alternative investments.

Ryan Fleming is a CFP® with 30 years of industry experience, currently serving as co-owner, president, and director of Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2005 and associated with Commonwealth Financial Network since 2009. Fleming is involved in fixed insurance sales conducted from the branch location. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to high-net-worth individuals and qualified retirement plans. The firm’s approach emphasizes tailored allocations and fundamental analysis, with portfolios managed for multi-year horizons and reviewed by an investment committee.

Joseph Sera is a Series 65-licensed advisor at Sera Capital Management, LLC with five years of industry experience. He has worked at Sera Capital Management since 2019. Outside of his advisory role, he is the president and owner of JTM, Inc., a commercial real estate sales and leasing business. Sera Capital Management serves individuals and families, including high-net-worth clients, with discretionary and non-discretionary portfolio management and targeted investment consulting. The firm manages a mix of liquid securities and alternative investments, providing specialized consulting such as 1031 like-kind exchange support.

Kara Lilian is a financial advisor at Lynx Investment Advisory, LLC with 21 years of industry experience. She holds the Series 65 designation and has been with Lynx Investment Advisors since 2003. Lynx Investment Advisory serves individual and institutional clients, providing investment consulting, policy development, manager research, and portfolio monitoring. The firm creates customized allocations implemented primarily through third-party managers and offers both discretionary and non-discretionary portfolio management, including advisory services for pooled investment vehicles.

Scott Shively is a CFP® professional with experience in accounting and tax services, currently serving as a financial advisor at Foundation Wealth & Tax Advisors, LLC since 2025. He also holds the role of Tax Director at RCN & Associates LLC, where he provides accounting, bookkeeping, and income tax preparation services. His prior experience includes positions at Burkett, Burkett, & Burkett CPAs PA, Piedmont CPA Group PC, and Brown Edwards & Company LLP. Foundation Wealth & Tax Advisors provides portfolio management, retirement-plan and pension consulting, and financial planning to both institutional and individual clients, including high-net-worth households. The firm employs a blend of fundamental, quantitative, technical, and modern-portfolio theory approaches and offers specialized services such as digital-asset diversification through its OnRamp platform.

Edward Stroman is a CFP® with 11 years of industry experience and has been with Strathmore Capital Advisors since 2014. He holds a Series 65 license and is based in Washington, DC. Strathmore Capital Advisors provides discretionary portfolio management and goals-based financial planning to individuals, trusts, endowments, and participant-directed retirement plans. The firm employs an asset-allocation approach focused on long-term investment using mutual funds and ETFs, supplemented by technology for client service and integrated tax preparation and estate-planning offerings.

Glen Frost is a CFP® with nine years of industry experience, currently serving as an advisor at Foundation Wealth & Tax Advisors, LLC. He has held roles at several firms, including Bestgate Wealth Advisors and Court Place Advisors, and is involved in multiple accounting and tax preparation businesses. Outside of financial advising, he is a 51% partner in Maryland Crabs Delivered, a retail crab business. Foundation Wealth & Tax Advisors provides portfolio management, retirement-plan and pension consulting, and financial planning to both institutional and individual clients. The firm employs a variety of analytical methods and incorporates third-party managers and platforms to support its investment strategies.

Yvonne Scoggins is a financial advisor at Curio Wealth, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Annapolis Financial Services, Jsk Financial Services, and Stewardship Financial Planning. Curio Wealth provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans. The firm offers a range of services including standalone financial plans, tax preparation, and ongoing asset management, with investment portfolios typically allocated among no-load mutual funds, ETFs, individual equities, and fixed income.

Michael Beardi is an investment advisor representative with Parsonex Advisory Services, Inc., holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been with Parsonex Advisory Services since 2013 and has worked with related firms in the Parsonex network since 2008. Outside of his advisory role, he serves as a Lieutenant Colonel in the Army National Guard. Parsonex Advisory Services is an SEC-registered firm that provides financial planning, portfolio management, and investment advice to individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach utilizing third-party advisers and sub-advisors, focusing on client risk tolerance and asset allocation through discretionary managed accounts with ongoing monitoring and reviews.