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Christopher H

Series 66

Washington, DC

Folger Nolan Fleming Douglas Incorporated

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.

Wealth management
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Jonathan M

Series 63, Series 65

Silver Spring, MD

Audible Wealth Management

Jonathan Mckinney is a financial advisor at Audible Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Northwestern Mutual and Guardian Life Insurance Company. Outside of advising, he is involved in content creation for an online subscription service. Audible Wealth Management serves individual and business clients, offering financial planning, portfolio management, educational seminars, and bill-pay services. The firm employs a diverse investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, and it sponsors a wrap-fee program alongside unique operational features such as third-party platforms for held-away accounts.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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James E

CFA®, Series 63, Series 65, Series 66

Alexandria, VA

Avenir Corporation

James Emanuelson is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Avenir Corporation, where he has worked since 2021. His prior experience includes roles at Bank of America, Merrill, Davidson Park Capital, and Houlihan Lokey Capital. Avenir Corporation provides discretionary investment management to individuals, trusts, foundations, pension and profit-sharing plans, and private funds. The firm follows a bottom-up, core value investment strategy focused on capital preservation, real returns, and a margin of safety, managing concentrated portfolios that often include convertibles and distressed debt.

Concentrated stock management
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Timothy C

CFP®, Series 66

Washington, DC

Edgemoor Investment Advisors, Inc.

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.

Active portfolio management Income planning Concentrated stock management Tax-loss harvesting
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John K

CFP®, Series 63, Series 65

Crownsville, MD

Apollon Financial, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Matthew B

Series 66

Washington, DC

Folger Nolan Fleming Douglas Incorporated

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.

Wealth management
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Gregory O

CFP®, Series 66

Annapolis, MD

Scarborough Capital Management

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.

Retirement plans for business owners (SEP, solo 401k)
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Jennifer S

CFP®, Series 65

Washington, DC

Glassman Wealth Services, LLC

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.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing
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Evan D

CFP®

Gambrills, MD

Praetorian Guard, A Division Of Praetorian Wealth Management,Inc

Evan Davies is a CFP® professional with one year of experience in financial advising. He is currently affiliated with Praetorian Guard, a division of Praetorian Wealth Management, Inc. In addition to his advisory role, Davies has served in the U.S. Army at the Department of Defense since 2014. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages approximately $598.7 million across a diverse client base and utilizes fundamental and cyclical analysis to guide investment decisions tailored to each client's objectives.

General retirement planning Cash flow / budgeting Military & Veterans Retired
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Konstantina K

Series 66

Washington, DC

Folger Nolan Fleming Douglas Incorporated

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.

Wealth management
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David W

Series 63, Series 65

Bowie, MD

Widmann Financial Services

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.

Wealth management
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Ronald W

Series 63, Series 65, Series 66

Alexandria, VA

Acorn Financial Advisory Services, Inc.

Ronald Whitley is a financial advisor at Acorn Financial Advisory Services, Inc. in Alexandria, VA, with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked with Acorn since 2017. Outside of advising, he operates as an independent software consultant. Acorn Financial Advisory Services, Inc. is a fee-only SEC-registered investment adviser managing approximately $1.4 billion for individuals, families, and various institutional clients. The firm employs globally diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, and offers defined model families alongside tactical investment strategies.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Long-term care insurance Retirement income strategy Founder/Business Owner Retired Executive
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Christopher D

Series 63, Series 65

Washington, DC

Folger Nolan Fleming Douglas Incorporated

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.

Wealth management
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Joshua G

CFP®, Series 66

Annapolis, MD

Scarborough Capital Management

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.

Retirement plans for business owners (SEP, solo 401k)
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Rosana R

CFP®, Series 63, Series 65

Washington, DC

Values Added Financial

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.

Real estate investing Options & derivatives strategies ESG / Sustainable investing Founder/Business Owner Executive Dual Income Family Mid-Career Professionals
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Aina M

Series 65

Washington, DC

Lynx Investment Advisory, LLC

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.

Wealth management Passive / index investing Active portfolio management
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Carolyn C

CFP®, Series 63

Washington, DC

Lynx Investment Advisory, LLC

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.

Wealth management Passive / index investing Active portfolio management
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Steven B

Series 63, Series 65

Alexandria, VA

Acorn Financial Advisory Services, Inc.

Steven Brandt is a financial advisor at Acorn Financial Advisory Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Acorn since 2017, following a year at LPL Financial. He is a partner in a personal closed investment partnership, Path to AUM LLC, involving three licensed representatives. Acorn Financial Advisory Services, Inc. is a fee-only investment adviser managing approximately $1.4 billion in assets for individuals, families, trusts, charitable organizations, and small businesses. The firm offers globally diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, and provides subadvisory services and annuity contract administration.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Long-term care insurance Retirement income strategy Founder/Business Owner Retired Executive
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Joshua K

CFP®, Series 63

Washington, DC

Armstrong, Fleming & Moore, Inc.

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.

Retirement income strategy Wealth management Real estate investing Executive Founder/Business Owner Established Professionals
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Rachel L

Series 65

Washington, DC

Values Added Financial

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.

Real estate investing Options & derivatives strategies ESG / Sustainable investing Founder/Business Owner Executive Dual Income Family Mid-Career Professionals
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