James Walker is a CFP® and Series 65-licensed financial advisor with 13 years of industry experience. He has worked at Kendall Capital Management since 2022 and previously spent eight years at McKinley Carter Wealth Services, Inc. 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 and offers a range of strategies from long-term holdings to short-term trading, including option writing and margin transactions.

Jean Hoff is a financial advisor at Aegis Wealth with 18 years of industry experience. She holds the Series 65 designation and has been with Aegis Wealth Management LLC since 2006. Aegis Wealth Management is a team advisory firm that manages approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and tax preparation services, using a combination of fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.

Howard Rothman is a financial advisor at TritonPoint Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities, UBS Financial Services, and Morgan Stanley. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm’s investment approach focuses on long-term asset allocation utilizing a combination of public equities, fixed income, and private alternative investments, implemented through independent managers and model portfolios.

Brian Salcetti is a financial advisor with Arca Wealth, LLC, holding Series 63, Series 65, and Series 66 licenses and 21 years of industry experience. His prior work includes roles at Sandbox Financial Partners, LLC, Wells Fargo Advisors, K-Financial, LLC, and Equitable Advisors. He has ownership interest in a family pass-through investment entity, BALD LLC. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm emphasizes a client-centered process with customized asset allocations and employs a diverse investment toolkit including mutual funds, ETFs, individual equities, fixed income, and alternative strategies such as options and cryptocurrency exposure.

Karen Lewis is a financial advisor with The Lewis Financial Group in Ashburn, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining The Lewis Financial Group in 2025, she worked for Wells Fargo Clearing for nine years. She is also a licensed individual insurance agent, focusing on fixed insurance sales. The Lewis Financial Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a combination of active and passive strategies to build risk-adjusted, tax-aware asset allocations and offers both discretionary and non-discretionary portfolio management.

Gregory Blake is a financial advisor at TritonPoint Wealth, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs Personal Financial Management, WMS Partners, Convergent Wealth Advisors, and AllianceBernstein. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a long-term asset allocation strategy that integrates public equities, fixed income, and private-market alternatives, utilizing both quantitative and fundamental analysis to select securities and managers.

James Bailey is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has worked at Torray Investment Partners LLC since 2010 and previously at Resolute Capital Management from 1999 to 2011. Torray Investment Partners provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm follows a bottom-up, fundamental stock-selection process focused on quality and long-term growth, managing concentrated portfolios across large cap growth, small/mid cap growth, and equity income strategies.

Neal Bobys is a financial advisor at Research Financial Strategies with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Research Financial Strategies and Reutemann Financial Solutions since 2013. Outside of advisory work, he serves as Vice President and Treasurer of eCruisers.com LLC, a shuttle cart transportation company, and is involved in media buying through Executive Media Communications, Inc. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, including high-net-worth clients, as well as pension plans and trusts. The firm employs a technical analysis and active trading approach with proprietary indicators and focuses on risk mitigation through a disciplined sell-side strategy, primarily using ETF-centric portfolios managed on a discretionary basis.

Michael Creamer is a CFP® professional with 29 years of experience in the financial services industry. He is currently associated with Glass Jacobson Wealth Advisors and has worked at Mercer Advisors Tax Services LLC, Mercer Global Advisors Inc., Triad Advisors Inc., National Planning Corporation, and Medallion Advisory Services, LLC. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, and various retirement plans, trusts, estates, and charitable organizations. The firm employs a holistic, household-level investment approach overseen by an investment committee, and manages portfolios using diversified vehicles including mutual funds, ETFs, corporate and municipal debt, and alternative fixed-income investments.

Charles Kimmel III is a financial advisor with Councilor Wealth LLC in Bethesda, MD, holding a Series 63 designation and 15 years of industry experience. He previously worked at SPC Financial Inc. and Raymond James Financial Services, Inc. from 2009 to 2023, and has been with MBI LLC since 2025. Councilor Wealth provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations, employing a combination of fundamental analysis, technical analysis, and modern portfolio theory to implement long-term investment strategies. The firm offers discretionary and non-discretionary account management and integrates financial planning with tax and accounting services through its ownership by Councilor, Buchanan & Mitchell, P.C.

Alan Menase is a CFP® with eight years of industry experience. He currently works at West Financial Services, Inc., where he has been since 2025. Prior to joining West Financial Services, he was with The Vanguard Group for three years and Mallard Financial Partners for eight years. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser serving individuals, retirement and profit sharing plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation strategy with a long-term focus, managing roughly $2.8 billion in client assets.

Edward Giese is a Series 65-registered financial advisor with 14 years of industry experience. He is currently with Promethium Advisors, LLC, where he has worked since 2024. Prior to joining Promethium, he was with Sargent Investment Group LLC and United Capital Financial Advisors. Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting services to both individual and institutional clients. The firm employs a diversified investment approach, combining passive and active strategies, alternatives, and tactical asset allocation, and manages a wrap fee program that encompasses the majority of its assets.

Gary Aiken is a financial advisor at Concord Wealth Partners with six years of industry experience. He holds a Series 65 designation and has previously worked at AAFMAA and AAFMAA Wealth Management & Trust LLC. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting with a focus on tailored asset allocation and cash management.

Stein Olavsrud is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with FBB Capital Partners since 2004. FBB Capital Partners serves individual and high-net-worth clients, family offices, and institutions with financial planning and discretionary portfolio management. The firm employs diversified, low-cost portfolios incorporating traditional and alternative investments, using model portfolios and target asset allocations, and oversees approximately $2.39 billion in assets across a team of 11 advisors.

Thomas Bryan is a financial advisor at Abich Financial Wealth Management, LLC in Ashburn, VA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Equitable Advisors, LLC and various positions outside the financial sector. Abich Financial Wealth Management is a five-advisor team providing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment process and offers discretionary and non-discretionary portfolio management, standalone financial planning, and access to third-party managers and wrap-fee programs.

Debora May is a CFP® with 29 years of industry experience and is affiliated with Councilor Wealth LLC, a team-based advisory firm. She has worked at May Barnhard Investments, LLC since 2013 and previously at May & Barnhard, PC from 1989 to 2018. In addition to her financial advising role, she is a full-time CPA providing both financial planning and accounting services. Councilor Wealth provides portfolio management and financial planning to individuals, retirement plans, and not-for-profit organizations, using a mix of fundamental and technical analysis along with modern portfolio theory. The firm manages client assets directly and integrates investment advice with tax and accounting services through its parent company structure.

Josephine Bojang is a financial advisor at Axiom Value Wealth Management LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Truist Investment Services and Securities America, Inc. She is also the founder and president of Axiom Value, LLC, an investment, insurance, and retirement planning firm. Axiom Value Wealth Management LLC serves individual and high-net-worth clients through a small team, providing portfolio management, financial planning, and retirement education. The firm’s investment approach integrates fundamental and quantitative methods and offers both discretionary management and educational workshops.

Ryan Klinger is a financial advisor with Lafayette Investments, Inc. in Ashton, MD, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Lafayette Investments since 2005. Lafayette Investments is a SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charities, and business entities with discretionary portfolio management. The firm employs a long-term, low-turnover investment approach focused on fundamental and qualitative security analysis, managing portfolios that include equities, fixed income, mutual funds, and ETFs.

Nicholas Angelis is a financial advisor at Delta Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has been with Delta Financial Advisors since 2009. Outside of his advisory role, he works part-time as an administrative assistant to a representative at Regulus Advisors. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm offers customized asset-allocation strategies and integrates advisory services with in-house accounting, tax preparation, and an affiliated insurance agency.

Steven Larosa is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He has been with Edgemoor Investment Advisors, Inc. since 2021 and previously worked at Bank of America Private Bank from 2012 to 2021. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to construct concentrated equity and income portfolios tailored to client objectives and manages accounts on a discretionary basis.