Carrie Beren is a CFP® with 18 years of experience in financial advising. She is currently with WBH Advisory, Inc., where she has worked since 2021, following prior roles at Congress Wealth Management LLC and Pinnacle Advisory Group, Inc. Beren also serves as a manager of a family LLC focused on estate planning. WBH Advisory is a multi-advisor wealth management firm serving individual, trust, retirement-plan, nonprofit, and corporate clients. The firm offers discretionary portfolio management alongside financial, estate, and income tax planning, utilizing fundamental equity analysis and a mix of investment vehicles with a longer-term strategy supported by integrated technology platforms.

Samantha Nash is a financial advisor with Baltimore-Washington Financial Advisors, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Prostatis Financial Group, SFG Wealth Management, and LPL Financial. Outside of finance, she has experience working in the hospitality industry at Old Stein Inn and Buddy's Crab & Ribs. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs a model portfolio strategy overseen by a weekly investment committee, emphasizing diversified allocations and long-term capital growth, while integrating tax considerations into portfolio management and offering specialized services such as business transaction support and a Living Legacy aging plan.

David Petersen is a CFP® with 37 years of industry experience, currently serving at FSA Wealth Partners in Rockville, MD. He has been with Financial Services Advisory, Inc. since 1982. FSA Wealth Partners is a multi-advisor firm managing approximately three-quarters of a billion dollars in assets, providing discretionary asset management and limited financial planning to individuals, business owners, foundations, and retirement plans. The firm employs a technical analysis-driven investment process with an explicit exit framework, combining actively managed and indexed funds alongside tactical strategies.

Patrick Mc Namara is a CFP® and Series 66-registered advisor at Glassman Wealth Services, LLC with three years of industry experience. His prior roles include positions at Pathstone, Campbell Wealth, First Financial Group, and KPMG, as well as service in the U.S. Marine Corps. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored investment approach that includes mutual funds, ETFs, independent managers, and private funds, with a methodology that accounts for less-liquid investments and integrates non-managed assets into client reporting.

Eric Harris is a financial advisor at Colomb Investment Management Company, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Marathon Financial Group, LLC and Guardian Life Insurance Co of America. Outside of his advisory role, he serves on several nonprofit boards, including the Bay Theatre Company and the Central Maryland Chamber Foundation, and is involved in local community organizations in Laurel, MD. Colomb Investment Management Company, LLC provides personalized investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and factor models, and offers both discretionary and nondiscretionary mandates with oversight of third-party managers.

Riley Ahlquist is a financial advisor at Advocate Investing Services with one year of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Equitable Advisors. Advocate Investing Services is a team of four advisors providing portfolio management, financial planning, pension consulting, and advisory services to individuals, charitable organizations, and businesses. The firm uses fundamental, technical, and cyclical analysis along with modern portfolio theory and incorporates derivatives and market-linked instruments within separately managed accounts.

Peter Pavlov is a financial advisor with Lynx Investment Advisory, LLC in Columbia, MD, holding a Series 65 credential and bringing four years of industry experience. His prior roles include positions at Select Investment Solutions, PMP Advisors, Silk Invest LTD, and OFI Asset Management. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, manager research, and portfolio monitoring. The firm creates customized allocations implemented through vetted third-party managers and offers both discretionary and non-discretionary services, managing over $1 billion on a non-discretionary basis as of the end of 2024.

Charles Kenny is a financial advisor with WBH Advisory, Inc. in Baltimore, MD, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Consero and teaching positions at the University of Maryland and Boys' Latin School of Maryland. WBH Advisory provides discretionary investment management and financial planning to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm tailors portfolios to client objectives and risk tolerance, combining equities, fixed income, mutual funds, and ETFs, with an emphasis on long-term equity holdings supported by fundamental analysis and cyclical allocation or bond laddering when appropriate.

Daniel Di Peso is a CFP® with two years of industry experience, currently serving as an advisor at Elite Income Advisors, Inc. He previously worked at Capital Portfolio Management Inc. and has experience outside the financial industry at Stanley Black and Decker. Di Peso is also involved in insurance sales and service through Retirement Planning Services, Inc. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, and other entities by offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses model portfolios from sub-advisers and other providers and provides client education and workshops as part of its retirement plan services.

Brian Cohen is a financial advisor at AtCap Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including B. Riley Wealth Management and National Securities Corporation. Outside of his advisory role, he is an owner of Big Ben Hunting, LLC, a boating business. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a combination of fundamental and technical analysis to tailor strategies ranging from long-term holdings to short-term trading and options.

Christopher Jones Jr. is a financial advisor at FSA Wealth Partners in Rockville, MD, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Financial Services Advisory, Inc., Secretariat International, and PFS Partners. Before entering the financial advisory field, he worked in education at Norwich University and Sterling High School. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and retirement plans. The firm employs a technical analysis approach supplemented by fundamental review, using an explicit exit framework called the FSA Safety Net to manage downside risk.

Jason Tkach is a CFA® charterholder with 11 years of industry experience. He has been with Kendall Capital Management since 2014, working as part of a six-person advisory team in Rockville, MD. 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, utilizing strategies ranging from long-term holdings to short-term trading, including option writing and short sales.

Jordan Daugherty is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at FSA Wealth Partners. His work history includes positions at Financial Services Advisory, Inc., Madison Avenue Securities, LLC, and Campbell Wealth Management. Outside of finance, he has experience working in the hospitality and retail sectors, including The Line Hotel DC and Philz Coffee. FSA Wealth Partners is a fee-only fiduciary registered investment adviser managing approximately $820 million across roughly 700 clients. The firm provides discretionary portfolio management and limited-scope financial planning, using both active and passive strategies informed by technical and fundamental analysis.

Adam Platt is a CFP® professional at Kendall Capital Management with over 12 years of industry experience. He previously worked at Bogart Wealth LLC for three years and spent 11 years at Value Line Publishing. 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 fundamental, technical, quantitative, and qualitative analysis, and emphasizes regular account reviews and integrated financial planning.

Ronald Rough is a CFA® charterholder and holds a Series 65 license with 29 years of experience in the financial services industry. He is part of a nine-advisor team at FSA Wealth Partners in Rockville, MD, where he has worked since 2006. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and other retirement plans. The firm employs a technical analysis-driven investment approach supplemented by fundamental review and uses a structured process for client onboarding and communication.

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.

Joshua Mason is a CFP® professional with 20 years of experience in financial advisory services. He is currently with WBH Advisory, Inc., where he has worked since 2021. Prior to that, he spent 14 years at Pinnacle Advisory Group, Inc. and briefly worked at Congress Wealth Management LLC in 2021. WBH Advisory, Inc. provides discretionary investment management and financial planning to individuals, trusts, retirement plans, nonprofit organizations, and business entities. The firm’s approach includes tailored portfolios that combine equities, fixed-income securities, mutual funds, and ETFs, supported by fundamental analysis and cyclical allocation or bond laddering when appropriate.

Wayne Ferbert is a Series 65 licensed advisor with 15 years of experience in the financial industry. He is currently with Reyes Financial Architecture Inc., a team firm based in Columbia, MD, and has prior experience at ZEGA Financial, LLC, and Alpha Dna Investment Management. Outside of his advisory role, Ferbert co-founded and serves as co-managing director of a software and education business that supports online brokerages. Reyes Financial Architecture Inc. provides discretionary asset management, personalized financial planning, and consulting primarily for high-net-worth individuals, trusts, estates, and small businesses. The firm follows a long-term investment approach, incorporating fundamental, technical, and cyclical analysis, and integrates complimentary financial planning as part of its asset management services.

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.

Raquel Tennant is a CFP® professional with four years of industry experience, currently serving at Fruitful. She has held previous roles at 2050 Wealth Partners, FAI Wealth Management, WMS Partners, and Wells Fargo Bank. Tennant’s background includes a variety of positions in both financial services and other industries. Fruitful Advisory, LLC offers web-based financial planning and discretionary investment management to individual clients through a subscription membership model. The firm focuses on personalized financial plans called “Money Maps” and emphasizes passive, low-cost investment strategies using ETFs and index funds.