Christopher Rivers is a CFP® with 20 years of industry experience. He is associated with Armstrong, Fleming & Moore, Inc. and has worked at Commonwealth Financial Network since 2009. Armstrong, Fleming & Moore provides portfolio management, financial planning, retirement plan consulting, and consultation services primarily to high-income and high-net-worth individuals and qualified retirement plans. The firm employs a tailored investment approach with fundamental analysis and offers services through programs in partnership with Commonwealth Financial Network.

Sean Chrysostom is a financial advisor at WealthCare Financial Group, Inc. with seven years of industry experience. He holds a Series 65 credential and previously worked at LPL Financial LLC, Operation HOPE, and Educational Systems Federal Credit Union. Outside of advisory work, he serves as president of Car 1, LLC, a used car sales business in Bowie, Maryland. WealthCare Financial Group serves individuals and families, business owners, non-profits, and retirement plan sponsors, offering financial planning, retirement planning, portfolio management, and pension consulting. The firm employs a Structured Investing approach focused on diversified, customized portfolios and long-term strategies through a combination of convergent and market-independent asset-allocation methods.

Jerry Murphy is a CFP® professional with 30 years of experience in financial planning and tax preparation. He has been with Global Brokerage Services, Inc. since 1996 and concurrently operates JDM Financial & Investments, providing income tax planning and comprehensive financial planning services. He also worked at Prince Georges Community College for 22 years. Global Brokerage Services serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account offerings, managing approximately $162.8 million in assets. The firm combines third-party sub-managers and model portfolios using a non-discretionary advisory approach with custodial and clearing support from Hilltop Securities and Envestnet.

Vipin Sahijwani is a CFA® charterholder with 18 years of industry experience. He is currently with Select Investment Solutions, LLC and has been associated with Lynx Investment Advisory, LLC since 2007. Select Investment Solutions is an SEC-registered adviser that provides discretionary portfolio management to high-net-worth individuals, families, and institutional clients. The firm manages separate accounts and limited partnership structures, employs multiple distinct investment strategies, and serves as adviser and general partner to a private, multi-manager pooled vehicle.

Michael Berkhahn is a financial advisor at Graham Capital Wealth Management, LLC, holding a Series 65 credential with nine years of industry experience. He has been with Graham Capital Wealth Management since 2016. Graham Capital Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and corporations. The firm manages approximately $251.2 million for about 705 clients, employing a mix of fundamental, technical, and cyclical analysis with a long-term investment approach.

Lucas Hodge is a financial advisor at Monument Wealth Management with two years of industry experience. He holds a Series 65 designation and has previously worked at Verdence Capital Advisors, Preston Wealth Advisors, Mason Investment Advisory Services, Davidsons, and held roles at Virginia Tech and Radford University. Monument Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing approximately $648 million. The firm employs a range of investment strategies including direct indexing, structured notes, and tactical bond ETF allocations, utilizing fundamental and technical analysis alongside ongoing portfolio monitoring.

Neil Folger is a financial advisor at Folger Nolan Fleming Douglas Capital Management, Inc. in Washington, DC, with 29 years of industry experience. He has been with the firm since 1996 and holds Series 63 and Series 65 designations. Outside of his advisory role, Folger is involved in a family real estate business where he performs financial and management oversight. Folger Nolan Fleming Douglas Capital Management provides discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and institutional clients. The firm employs a long-term, buy-and-hold equity-focused approach with customized accounts and a mix of large-cap stocks, fixed-income instruments, and selective use of ETFs.

Scott O’Gorman is a CFA® charterholder with 24 years of industry experience. He has been with The Ithaka Group, LLC since 2008, where he is part of a five-advisor team based in Arlington, VA. The Ithaka Group provides discretionary and non-discretionary investment advisory and portfolio management services to a range of clients, including individuals, trusts, pension plans, charitable organizations, and registered investment funds. The firm employs a concentrated growth investment style focused on high-quality, publicly listed companies and manages both registered funds and advisory accounts with performance-based fee structures.

Barry Glassman is a CFP® with 29 years of industry experience and has been with Glassman Wealth Services, LLC since 2009. He holds Series 63 and Series 65 licenses and is based in Washington, DC. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs tailored portfolio strategies using mutual funds, ETFs, independent managers, and private funds, and incorporates unique valuation methods for private investments and a comprehensive approach to asset aggregation and reporting.

Brian Fyock is a CFP® professional with two years of industry experience, currently serving at Evermay Wealth Management, LLC since 2023. Prior to joining Evermay, he worked at Sterne Kessler Goldstein & Fox P.L.L.C. for six years and Venable LLP for two years. Evermay Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-centric approach to investment management and financial planning, tailoring client recommendations based on comprehensive investor profiles and monitoring portfolios that may include equities, bonds, mutual funds, private funds, and private equity.

Jacob Kaufmann is a Series 65-credentialed advisor at Astra Prime Wealth Management with one year of industry experience. Prior to joining Astra Prime, he worked with Fairfax County Public Schools and has a background that includes operating Shield Squad Automotive LLC. He attended George Mason University from 2021 to 2025. Astra Prime Wealth Management provides fee-based, custom investment management primarily for high-net-worth individuals, trusts, estates, charitable organizations, and business clients. The firm employs a tactical asset-allocation strategy using fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary portfolio management, incorporating advanced trading techniques and performance-based fee arrangements for qualified clients.

Andrew Leonard is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Geometric Wealth Advisors, LLC since 2014. He holds a Series 65 license and is based in Washington, DC. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, offering discretionary investment management, comprehensive financial planning, and integrated tax and estate planning support. The firm emphasizes long-term investing with diversified, “passive, but not-indexed” mutual funds and ETFs, supported by a multi-office platform and coordinated tax professional services.

Matthew Hunt is a financial advisor with Bright Road Wealth Management, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Greystone Management Solutions and HR&A and also directs Hunt Advisory, a real estate consulting firm. Bright Road Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management and standalone financial planning. The firm employs a fundamental analysis approach combined with client-specific profiling and uses long-term trading alongside income-oriented option strategies.

Kimberly Weihbrecht is a financial advisor at Atwood Financial Planning LLC in Alexandria, VA, holding a Series 65 designation and having six years of industry experience. She has worked at Atwood since 2020 and concurrently serves as an Operations Research Analyst for the U.S. Department of Energy, focusing on energy statistics and data collection related to coal use and international coal trading. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities with comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment strategy, and non-discretionary portfolio management, while also offering unique programs such as concierge services, seminars, and a branded finance app.

Ehijie Sado is a CFP® professional with four years of industry experience, currently serving at Values Added Financial. Prior to joining Values Added Financial, he worked at Ellevest, Advocacy Wealth Management, Ferrer and Associates, Greater Sum, and Glory International Group. 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 a client-centered investment process focused on customized asset allocation and diversification, offering flexible engagement options including project-based work and educational presentations.

Nicholas Rath is an Investment Consultant at Fidelity Investments, a position he has held since 2024. He works with wealth accumulators, retirees, business owners, and non-profits to develop financial plans and investment strategies that align with each client's specific goals. Nicholas has been with Fidelity Investments since 2021, serving in multiple roles including Customer Relationship Advocate, Financial Representative, Relationship Manager, and Planning Consultant before becoming an Investment Consultant. This progression reflects his experience in client relationship management and financial planning within the firm.

Marc Wehmeyer is a CFP® with 12 years of industry experience, currently serving at Praetorian Guard, a division of Praetorian Wealth Management, Inc., since 2013. He is based in Arlington, VA, and holds a Series 65 license. 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, applying fundamental and cyclical analysis to equities, fixed income, and cash while integrating ongoing financial planning and asset-allocation oversight.

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.

Michael Opalski is a financial advisor at Capital Investment Advisors with six years of industry experience and holds the Series 66 designation. Prior to joining Capital Investment Advisors, he was involved with City Bonfires LLC, Egg'n LLC, and Back Home Products for five years. Capital Investment Advisors serves individuals, high-net-worth clients, trusts, foundations, and retirement plans by providing financial consultation, customized financial plans, and asset management services. The firm employs a multi-stage planning process and integrates ongoing education and workshops, offering both discretionary portfolio management and access to third-party multi-manager programs.

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.