James Joseph is a CFP® professional with 21 years of experience in the financial services industry. He has been with Financial Services Advisory, Inc. since 2004. He holds Series 63 and Series 66 licenses and is based in Rockville, MD. James is part of FSA Wealth Partners, a multi-advisor team managing approximately three-quarters of a billion dollars in assets. The firm provides discretionary asset management and limited financial planning to individuals, business owners, foundations, and retirement plans, employing a technical and fundamental investment approach centered on risk management strategies.

Justin Dobak is a financial advisor at Abich Financial Wealth Management, LLC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Northwestern Mutual and Dominion Financial Consultants, as well as an eight-year period at Richard Allen Clothing. Abich Financial Wealth Management is a five-advisor team that provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment approach incorporating fundamental, technical, and cyclical analysis, and offers client education through monthly retirement workshops.

Zemin Zhu is a financial advisor at Kendall Capital Management in Rockville, MD, holding a Series 65 designation with nine years of industry experience. He has been with Kendall Capital Management since 2016. Kendall Capital Management serves individual and high-net-worth clients, pension plans, charitable organizations, and business entities, managing approximately $744 million across about 352 client relationships through an eight-person advisory team. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework and uses both long- and short-term strategies, including short sales and option strategies, tailored to clients' objectives.

Tarun Mehta is a financial advisor at Onyx Bridge Wealth Group LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at EagleStone Wealth Advisors, Inc. for a total of 14 years. Mehta also serves as President and Chief Compliance Officer of EagleStone Tax & Wealth Advisors, which provides investment management and tax services. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, and retirement plan consulting. The firm utilizes third-party research and a range of investment vehicles to build portfolio models, conducting ongoing reviews tailored to clients’ goals and risk tolerances.

Clark Kendall is a CFP® and CFA® with 25 years of experience in the financial industry. He has been with Kendall Capital Management since 2005, where he is part of a six-person advisory team. 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 range of strategies including long-term holdings, short-term trading, option writing, and short sales, and integrates financial planning into its asset-based advisory services.

Carol Petrov is a CFP® and Series 66-licensed financial advisor with 24 years of industry experience. She has been with Kendall Capital Management since 2014, where she is part of a six-person advisory team. 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 combination of fundamental, technical, quantitative, and qualitative analysis across a range of strategies, including option writing and short sales.

Jeffrey Gordon is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Steigerwald, Gordon & Koch - Wealth Advisors since 2002. He is a partner in SGK Real Estate Investments, LLC, a company formed to purchase the building housing the firm’s offices. Steigerwald, Gordon & Koch provides discretionary investment advisory services and financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to clients’ objectives using a range of asset classes and strategies, overseeing over $1.2 billion in discretionary assets across approximately 674 client relationships.

Abraham Abich is a Series 65-credentialed financial advisor with three years of industry experience. He is currently with Abich Financial Wealth Management, LLC, a five-advisor team where he has worked since 2021. Prior to this, he held roles at J. Hagan Capital Inc. and Retirement Wealth Advisors. Outside of his advisory work, he serves as president of Abich Financial Services, Inc., where he is involved in insurance sales and services, and is a member of the Loudoun County Chamber of Commerce. Abich Financial Wealth Management provides ongoing investment management and financial planning to individuals and high-net-worth clients. The firm employs a multi-method investment process incorporating fundamental, technical, cyclical, and charting analysis, and offers discretionary and non-discretionary portfolio management alongside access to third-party managers and wrap-fee programs.

Peter Gerlach Mack is a financial advisor at Axiom Value Wealth Management LLC in Rockville, MD. He holds a Series 65 designation and has over 20 years of experience, including a long tenure at State Department FCU. He is also a licensed insurance agent independent of his advisory role. Axiom Value Wealth Management LLC serves individual and high-net-worth clients with portfolio management and financial planning, employing a combination of fundamental and quantitative investment strategies. The firm also offers retirement education through workshops and webinars.

Steven Scott is a CFP® with five years of industry experience, currently serving as a financial advisor at Arca Wealth, LLC. His prior experience includes roles at Ameriprise Financial Services, LLC and Sandbox Financial Partners LLC. Scott is also a licensed insurance agent in Bethesda, MD. Arca Wealth, LLC is a registered investment adviser that provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations across multiple investment approaches, utilizing a broad range of securities including mutual funds, ETFs, equities, fixed income, and alternative strategies.

Evgeniy Yashin is a CFA® charterholder with 17 years of industry experience. He has been with Signet Financial Management, LLC since 2014 and previously worked at Summit Financial, LLC. Outside of his advisory role, he serves as CEO of Hollistico, a financial technology AI company, and is a board member and passive investor in GreenSmith, LLC, a hemp growing farm. Signet Financial Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary wealth management, portfolio management, financial planning, and advisory services. The firm uses a disciplined, evidence-based investment process combining fundamental and quantitative analysis to construct customized portfolios for its clients.

Matthew Gilchrist is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 17 years of industry experience. He currently serves as an advisor at AlphaCore Capital LLC and has prior experience at SPC Financial, Inc. and Raymond James Financial Services, Inc. Since 2015, Mr. Gilchrist has been an officer and treasurer on the board of Cura Personalis Project, a nonprofit serving adults with disabilities. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing both traditional and alternative investment strategies along with tax preparation and retirement plan advisory services.

Vijai Rangarajan is a financial advisor with Legacy Wealth Management, LLC, holding a Series 65 designation and currently in his first year at the firm. He has prior experience at Northstar Group, Inc. and Akvarr, Inc., spanning over 18 years combined. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm uses a range of investment strategies including in-house model portfolios and alternative investments, tailored to clients’ objectives and risk tolerances.

Pamela Flick is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. Her prior experience includes roles at Purshe Kaplan Sterling, OSAIC, Triad Advisors, Inc., and National Planning Corporation. Outside of her advisory work, she volunteers as a backup signer for the Memorial United Methodist Church’s bank account on an emergency basis. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and over 14,000 clients. The firm serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset management, financial planning, and employee financial wellness programs through a long-term, diversified investment approach.

Clinelle Jean is a financial advisor at Apollon Wealth Management, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Potomac Wealth Advisors, Kestra Advisory Services, Grove Point Investments, and H. Beck, Inc. Outside of her advisory role, Jean serves as a trustee for First Missionary Baptist Church. Apollon Wealth Management, LLC is a multi-team SEC-registered advisor serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of investment approaches including ESG models, direct indexing with tax management, and sub-advisory services for private funds and pooled vehicles.

Linda Black is a ChFC® credentialed financial advisor with 25 years of industry experience. She has been with Lifemark Securities Corp. since 2008 and also works as an independent insurance agent. Additionally, she teaches money management classes for adults at the Center for Lifelong Learning Institute at George Mason University and conducts similar seminars for corporate groups. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, using a suitability-driven approach tailored through risk assessments. The firm offers various managed account programs and allows for both discretionary and non-discretionary account management.

Elise Weinstein is a CFP® professional at AlphaCore Capital LLC with eight years of industry experience. She previously worked at Sella & Martinic, LLC for 13 years and SPC Financial, INC. for 15 years. Elise is based in Rockville, MD. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing both traditional and alternative investment strategies to pursue multi-asset diversification and resilience.

Justin Yoo is a financial advisor at Financial & Tax Architects, LLC in Urbana, MD. He holds a Series 65 credential and has professional experience at Bravium Consulting and Element Materials Technology. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary investment strategies using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Mark Avallone is a CFP® with 32 years of industry experience currently serving at Apollon Wealth Management, LLC. He has held roles at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Potomac Wealth Advisors, where he was also owner and president. Avallone is an author, having written "Countdown to Financial Freedom" and contributed finance and economics articles to Forbes. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed strategies with locally managed portfolios, investing across asset classes and offering specialized services including portfolio management, sub-advisory, and retirement plan advisory.

Andrew Theobald is a CFP® and Series 66 holder with four years of industry experience. He currently works at AlphaCore Capital LLC and has prior experience at SPC Financial, Northwestern Mutual Investment Services, and other firms. He is also a producing agent for an insurance affiliate of AlphaCore Capital. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management with a focus on both traditional and alternative investment strategies.