Riley Ahlquist is a financial advisor at Advocate Investing Services with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Equitable Advisors. Advocate Investing Services is a team of four advisors offering discretionary and non-discretionary portfolio management, financial planning, pension consulting, and advisory consulting to individuals, charitable organizations, and businesses. The firm employs a range of strategies, including the use of derivatives and market-linked instruments within separately managed accounts, tailored to client objectives and risk tolerances.

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 Series 65-licensed financial advisor with three years of industry experience. He has worked at WBH Advisory, Inc. since 2023 and previously held positions at Consero, the University of Maryland, and Boys' Latin School of Maryland. WBH Advisory is a multi-advisor wealth management firm serving individual, trust, retirement-plan, nonprofit, and corporate clients. The firm constructs individualized portfolios with a long-term orientation using fundamental equity analysis and a mix of stocks, bonds, mutual funds, and ETFs, and integrates technology platforms to enhance reporting and portfolio management.

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 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corporation. Outside of his advisory work, Cohen is involved with American Creamery, Inc., and owns a boat through Big Ben Hunting, LLC. AtCap Partners provides investment management and financial planning services to individual clients, pension plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market timing and alternative investments, to create tailored portfolios managed by its advisory team.

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 with one year of experience, currently serving as an advisor at Kendall Capital Management. He previously worked at Bogart Wealth LLC for three years and spent eleven years at Value Line Publishing. 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. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework and implements both long- and short-term strategies aligned with clients’ objectives.

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® certified financial advisor with 22 years of experience, currently practicing at FSA Wealth Partners in Rockville, MD. He has worked at Financial Services Advisory, Inc. since 2004. FSA Wealth Partners is a fee-only fiduciary registered investment adviser serving individuals, business owners, foundations, trusts, and retirement accounts. The firm manages approximately $820 million across about 700 clients, employing both actively managed and passive investment strategies supported by technical and fundamental analysis.

Joshua Mason is a CFP® professional with 20 years of experience in wealth management. He is currently with WBH Advisory, Inc., where he has worked since 2019, following prior roles at Pinnacle Advisory Group, Inc. and Grove Point Investments, LLC. Mason holds Series 63 and Series 65 licenses. WBH Advisory is a multi-advisor wealth management firm managing approximately $1.74 billion for individual, trust, retirement-plan, nonprofit, and corporate clients. The firm offers discretionary portfolio management along with financial, estate, and income tax planning, using fundamental equity analysis and a blend of stocks, bonds, mutual funds, and ETFs with a long-term focus.

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.

George Watson III is a CFP®, CFA®, and Series 66 licensed advisor with 11 years of industry experience. He has worked at Williams Asset Management since 2017 and previously spent four years at Academy Financial, Inc. He serves as the treasurer of the Stansfield Estates Homeowners Association. Williams Asset Management provides discretionary portfolio management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, incorporating long-term trading and options strategies within a structured review process.

Townsend Hornor Jr. is a financial advisor at Baltimore-Washington Financial Advisors with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with the firm since 2015. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs model portfolio strategies overseen by a weekly investment committee and integrates tax considerations into both portfolio management and financial planning, supporting a high client load through standardized, scalable processes.

Robert Willen is a CFA® charterholder and holds a Series 65 license with 26 years of industry experience. He has worked at Wagner Bowman Management Corp since 2000. WBH Advisory is a multi-advisor wealth management firm serving individual, trust, retirement-plan, nonprofit, and corporate clients. The firm offers discretionary portfolio management and financial, estate, and income tax planning, using fundamental equity analysis and a mix of securities with a longer-term orientation and technology integration to support client service.

Robert Noyes is a CFP® professional with 31 years of industry experience. He has been with Lafayette Investments, Inc. since 2005. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm emphasizes fundamental and qualitative security analysis, mutual fund and ETF due diligence, and a long-term, low-turnover investment approach.

Tarun Mehta is a financial advisor with Onyx Bridge Wealth Group LLC in Rockville, MD. He holds Series 65 and Series 66 licenses and has three years of industry experience. Prior to joining Onyx Bridge Wealth Group in 2025, he worked at EagleStone Wealth Advisors, Inc. for 13 years. Mehta serves as President and Chief Compliance Officer of EagleStone Tax & Wealth Advisors, an investment management and tax services firm transitioning its client relationships to Onyx Bridge Wealth Group. Onyx Bridge Wealth Group advises individuals, trusts and estates, pension and profit-sharing plans, and corporate clients through a range of services including discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and trust establishment. The firm utilizes a combination of third-party research and internal portfolio models, offering tailored portfolios that include ETFs, structured products, alternative investments, and tax-management strategies.