Melinda Wiedel is a financial advisor at Kilner Capital Advisors, LLC with 18 years of industry experience. She holds a Series 65 designation and has been with Kilner Capital Advisors for 12 years before joining Apella Wealth in 2026. Kilner Capital Advisors, LLC manages approximately $337 million for around 230 clients, including individuals, high-net-worth households, retirement plans, trusts, and small businesses. The firm uses a buy-and-hold asset allocation strategy based on Modern Portfolio Theory, primarily utilizing passively managed mutual funds and ETFs, and offers integrated wealth planning alongside tax consulting and accounting services.

Richard Allridge is a CFP® credentialed financial advisor with 10 years of industry experience. He has worked at Allridge Wealth Management, P.C. since 2017 and previously held roles at Century Financial Group, LLC and Voya Financial Advisors, Inc. He is based in Bethesda, MD. Allridge Wealth Management, Inc. is an independent, fee-only firm that provides customized investment management and advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm manages client portfolios on a non-discretionary basis and focuses on fundamental and technical analysis to support its recommendations.

Benjamin Brown is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with Entelechy LLC since 2017 and previously worked at Focus Wealth Management, Ltd. from 2014 to 2017. Entelechy serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, investment management, tax preparation, and educational seminars. The firm employs a primarily passive investment strategy using diversified portfolios of index funds and ETFs, managing approximately $250 million in discretionary assets for around 80 clients within a single-advisor practice.

Denislav Dantev is a financial advisor at MG Capital Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously with The Prudential Insurance Company of America and at Uber. MG Capital Partners, LLC provides ongoing portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses a non-discretionary advisory model focused on modern portfolio theory and long-term trading, primarily recommending mutual funds and ETFs.

Heather Mcgolerick is a financial advisor at Meritis Wealth Management, Inc. with 29 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Meritis Wealth Management serves individuals, trusts, estates, and businesses with customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm uses a tailored, generally discretionary investment approach with ongoing monitoring, drawing on a combination of third-party research, fundamental and technical analysis, and may include sub-advisors as part of client strategies.

Valeria Suaza Salamanca is a financial advisor at Ortman Financial Planning with a Series 65 designation and one year of industry experience. Her prior roles include positions at LifeGuide Financial Advisors, Wolford Companies, Inc, and Messiah University. Ortman Financial Planning serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm uses a passive, asset-class investment approach complemented by fundamental and cyclical analysis, and offers educational seminars at no cost to attendees.

Bradford Yeakle is a financial advisor at MY Wealth Management, Inc. with eight years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining MY Wealth Management in 2024, he worked at T. Rowe Price from 2018 to 2024 and also has experience at West Virginia University. MY Wealth Management, Inc. provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages client portfolios using a variety of securities and employs a mix of fundamental, technical, quantitative, and qualitative analysis tailored to each client’s goals and risk tolerance.

Bradley Sherman is a financial advisor at Sherman Wealth Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Sherman Wealth Management since 2013, previously spending four years at Osaic FS, Inc. Outside of advising, Sherman is a co-owner of real estate rental properties, where he is involved in property maintenance and rent collection. Sherman Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a customized, open-architecture investment approach focused on long-term investing, strategic asset allocation, and fundamental analysis, utilizing low-cost mutual funds, ETFs, and alternative investments.

Genti Cici is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He is the founder of StandUP Advisors, where he has served as a fiduciary advisor since 2017. In addition to his work at StandUP Advisors, he provides financial planning and fiduciary advice to clients through an independent contractor relationship with InvestEd. StandUP Advisors is a fee-only fiduciary firm serving individuals, families, trusts, estates, and charitable organizations. The firm uses a customized, goals-based process and manages assets on a discretionary basis with a broadly diversified, ETF-style global investment approach, offering both all-ETF core strategies and core-satellite options.

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.

Daniel Morgan is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Independent Financial Planning, LLC since 2014. He holds a Series 66 license and is based in Great Falls, VA. Morgan also participates on the investment committee of a private real-estate fund. Independent Financial Planning serves individual investors, including high-net-worth and non-HNW clients, as well as retirement plan sponsors. The firm offers comprehensive financial planning, portfolio management, retirement plan advisory, tax preparation, business consulting, and educational workshops, using a Core + Satellite investment approach that incorporates passive indexing with active satellite positions and selective use of derivatives.

Miles Laubinger is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Potomac Wealth Management LLC, where he has worked since 2025. Prior to this, he held positions at Dimensional Fund Advisors and The Vanguard Group. Potomac Wealth Management LLC is a fee-only registered investment adviser serving high-net-worth individuals, trusts, qualified retirement plans, and nonprofit organizations. The firm employs a broadly diversified, often passive, asset-allocation strategy using low-cost mutual funds and ETFs, and provides both discretionary and consultative portfolio management along with retirement plan consulting and participant education workshops.

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® with 24 years of industry experience, currently serving as managing partner and Co-CEO at GLR Partners. His career includes roles at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, Legg Mason Wood Walker, and Merrill. GLR Partners provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals, including high net worth clients, as well as entities such as family offices and private foundations. The firm uses fundamental research to build long-term portfolios and may incorporate a range of investment instruments tailored to client goals and risk tolerance.

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 a Series 65 designation and 24 years of industry experience. She has been with Aegis Wealth Management LLC since 2005 and previously worked at Ernst & Young Investment Advisers LLP for three years. Aegis Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to tailor portfolios that include mutual funds, ETFs, equities, fixed income, real-estate funds, and non-U.S. securities.

Gary Williams is a CFP® with 32 years of experience in the financial industry. He is a founding member of Williams Asset Management and previously worked at Commonwealth Financial Network and Ameriprise. Williams is the author of the book "Art of Retirement" and holds several nonprofit board roles, including chairing the investment committee at the Y of Central Maryland and serving on the Mount St. Joseph High School Investment Committee. Williams Asset Management provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a range of investment strategies including fundamental and quantitative analysis, long-term trading, and options, with portfolios tailored to client risk tolerance and time horizon.