Ehijie Sado is a CFP® professional with five years of experience in financial advising. He is currently with Values Added Financial, where he has worked for one year. Prior to this, he held positions at Ellevest, Advocacy Wealth Management, Ferrer and Associates, Greater Sum, and Glory International Group. Values Added Financial is a fee-only, SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small- to mid-sized businesses. The firm offers comprehensive financial planning, discretionary portfolio management, and educational workshops, employing a tailored investment approach focused on asset allocation, diversification, and periodic rebalancing.

Carlos Sera is a financial advisor at Sera Capital Management, LLC with 22 years of industry experience. He has been with Sera Capital Management since 1990, totaling 36 years at the firm. He holds Series 63 and Series 65 designations. Sera Capital Management is a five-advisor firm serving individuals and families, including high-net-worth clients, through discretionary and non-discretionary portfolio management and targeted investment consulting. The firm combines fundamental and technical analysis with a buy-and-hold approach, offering a narrower focus on investment management and specialized consulting, including active use of illiquid investment strategies.

Theadora Westlake Stearns is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Values Added Financial, where she has worked since 2025. Prior to this, she was with Northwest Asset Management and Purshe Kaplan Sterling Investments. Outside of advising, she has experience working at Cowen Park Grocery and McDaniel College. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes customized asset allocation and diversification aligned with client goals and offers flexible engagement formats including project-based and single-session consultations.

Christopher Hill is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 24 years of industry experience. He holds a Series 66 designation and previously worked at Heritage Investors Management Corporation, Cherry Bekaert Wealth Management, LLC, and Capital One Investing LLC. Hill also serves as Chief Compliance Officer at Folger Nolan Fleming Douglas Capital Management Inc., focusing on regulatory matters. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services exclusively to a single ultra-high-net-worth family client, tailoring strategies that include equities, fixed income, mutual funds, and ETFs while coordinating with other advisors on estate and cash-flow issues.

Maxwell Elsasser is a CFP® affiliated with Glassman Wealth Services, LLC, where he has worked since 2025. He has prior experience at Beyond Your Hammock, Baystate Financial, and Ameriprise Financial Services, with a background that includes four years at Bates College and four years at Bow High School. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of investment vehicles including mutual funds, ETFs, independent managers, and private funds, and features formal AI governance and client-approved cryptocurrency transactions.

Timothy Coughlin is a CFP® with 25 years of industry experience, currently serving at Edgemoor Investment Advisors, Inc. since 2004. He has also been associated with Integrity Funds Distributor, Inc. since 2009. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profit organizations, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to build concentrated equity and income portfolios aimed at long-term capital preservation, appreciation, and income.

John Kinzer is a CFP® with 39 years of industry experience. He is currently with Apollon Financial, LLC and has previously worked at LPL Financial, Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is involved with Drake-Kinzer Wealth Management as a business entity for tax and investment purposes. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion, utilizing a mix of centrally managed model strategies and locally managed, advisor-led portfolios, and offers access to private and alternative investments.

Matthew Bigelow is a financial advisor with Folger Nolan Fleming Douglas Incorporated and holds a Series 66 designation. He has 10 years of industry experience, primarily with Folger Nolan Fleming Douglas entities since 2013. His role includes securities research and assisting with investment management. 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 and coordination with the client’s other professionals. The firm operates as both a broker-dealer and SEC-registered investment adviser, managing portfolios with a combination of equities, fixed income, mutual funds, and ETFs.

Gregory Ostrowski is a CFP® professional with 24 years of industry experience, currently serving at Scarborough Capital Management. His prior work includes roles at Independent Financial Group, LLC and SII Investments Inc. He serves as a board member for the Anne Arundel Medical Center Foundation and volunteers on the St. Mary’s Parish Finance Council. Scarborough Capital Management is an SEC-registered multi-advisor firm managing approximately $1.64 billion for a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers discretionary portfolio management, financial planning, and retirement-focused programs, with an investment process centered on asset allocation and model-based portfolio construction.

Jennifer Stewart is a CFP® with three years of industry experience, currently serving as a financial advisor at Glassman Wealth Services, LLC. Her prior work includes roles at Evermay Wealth Management, Fastmarkets AMM, Argus Media, and Schlumberger Oilfield Services. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored investment approach that incorporates mutual funds, ETFs, independent managers, and private funds, with attention to cash management and integration of non-managed assets.

Konstantina Karterouli is a financial advisor at Folger Nolan Fleming Douglas Incorporated with five years of industry experience. She holds a Series 66 designation and has worked at Folger Nolan Fleming Douglas Capital Management Inc. since 2020, focusing on securities research and assisting with investment management. Her prior experience includes positions at Dumbarton Oaks and Arthur Al. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services exclusively to a single ultra-high-net-worth family client, coordinating customized management strategies involving equities, fixed income, mutual funds, and ETFs.

David Wolf is a financial advisor with Widmann Financial Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Commonwealth Financial Network and Widmann Financial Services since 2007. Outside of his advisory work, he has experience as a part-time actor and talent agent. Widmann Financial Services serves individuals, families, businesses, and charitable organizations with asset management, financial planning, and retirement plan consulting. The firm employs a team-based approach, managing approximately $467 million in client assets using a hybrid investment process that incorporates third-party research and a Modern Portfolio Theory framework with tactical trading.

Christopher Durchanek is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 31 years of industry experience. He has been with Folger Nolan Fleming Douglas since 2005 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he serves as Vice President of Folger Nolan Fleming Douglas Insurance Agency Inc., where he supervises insurance sales activities. 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. The firm combines broker-dealer operations with advisory services, tailoring investment strategies to client objectives and conducting regular portfolio reviews and reporting.

Joshua Goldsmith is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with Scarborough Capital Management and has held prior roles at Independence Financial Group, LLC and SII Investments, Inc. Outside of advisory work, he is the owner of a real estate sales and property management business. Scarborough Capital Management is an SEC-registered investment adviser managing approximately $1.4 billion for over 2,000 clients through a team of 13 advisors. The firm employs an asset-allocation framework and model portfolios, serving a diverse client base that includes institutional entities and individual investors.

Rosana Ralya is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Values Added Financial. She previously worked at Buckingham Asset Management and Focus Partners Wealth. Values Added Financial is a fee-only, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small- to mid-sized businesses. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing tailored investment policies with asset allocation, diversification, and ongoing monitoring.

Aina Moliner I Serra is a Series 65-registered advisor at Lynx Investment Advisory, LLC with two years of industry experience. She has worked at Lynx Investment Advisory since 2023 and has prior experience at Select Investment Solutions and Lenior Rhyne University. 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, conducts detailed manager vetting, and supports both discretionary and non-discretionary portfolio management, with a significant focus on non-discretionary assets and private pooled vehicles.

Carolyn Catlin is a CFP®-certified financial advisor at Lynx Investment Advisory, LLC with 10 years of industry experience. She previously worked at Fenway Financial Advisors, LLC from 2015 to 2026. Lynx Investment Advisory provides investment consulting to individual and institutional clients, offering services such as investment policy development, asset allocation advice, and manager selection. The firm builds customized, multi-manager portfolios and manages both discretionary and non-discretionary assets, including involvement with private pooled investment vehicles.

Joshua Kaplan is a CFP® with five years of experience in financial advising. He is currently associated with Armstrong, Fleming & Moore, Inc. and has held prior roles at Commonwealth Financial Network, Mariner Wealth Advisors, and Alpha Omega Wealth Management. Armstrong, Fleming & Moore provides portfolio management, financial planning, and retirement plan consulting services primarily to high-net-worth individuals and qualified retirement plans. The firm emphasizes tailored allocations and fundamental analysis, offering a range of services through partnerships with Commonwealth Financial Network.

Michael Roeder is a CFP® professional with five years of industry experience, currently serving as an advisor at Curio Wealth, LLC. Prior to joining Curio Wealth in 2025, he spent 14 years at Northrop Grumman. Curio Wealth provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans. The firm uses a variety of investment vehicles including no-load mutual funds, ETFs, and individual securities, and offers additional services such as tax preparation and trustee bill-paying.

Rachel Lewis is a financial advisor at Values Added Financial with a Series 65 credential and one year of industry experience. Her prior work includes roles at Dame Caroline, LifeGuide Financial Advisors, Amplified Planning, and the Boston Institute of Finance. Before entering the financial advisory field, she held positions at King Arthur Baking Company and The Hershey Company. Values Added Financial is a fee-only, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small- to mid-sized businesses. The firm offers comprehensive financial planning, discretionary portfolio management, business consulting, project-based planning, and educational workshops, with an investment approach focused on tailored policies, diversification, and ongoing monitoring.