Austin Edmunds is a financial advisor at TritonPoint Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with First Command Brokerage Services, Inc. and First Command Advisory Services, Inc. Outside of his advisory role, Edmunds serves as Treasurer of the Rotary Club of Fairfax, where he manages financial activities and budgeting. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a long-term asset allocation strategy combining public equities, fixed income, and private-market alternatives, implementing client strategies through independent managers, model portfolios, and technology platforms.

Arian Vojdani is a financial advisor at Mv Capital Management, Inc. with 12 years of industry experience. He holds the Series 65 designation and has been with Mv Capital Management since 2012. Mv Capital Management, Inc. serves individual and high-net-worth clients as well as institutional entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting, with an investment process focused on customized asset allocation, security selection, and periodic monitoring by an Investment Committee and in-house research.

Mary Kolesar is a financial advisor at Promethium Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Promethium, she held roles at Focus Catholic for four years and had academic and government-related positions including at Harvard University and the U.S. Department of the Treasury. Promethium Advisors provides discretionary investment management, financial planning, and consulting services to individuals—including both high-net-worth and non-HNW clients—as well as institutional clients such as pension plans, foundations, and nonprofits. The firm employs diversified investment approaches that combine passive and active strategies, alternatives, and tactical asset allocation, and it offers continuous portfolio monitoring and oversight of Independent Managers.

Jonathan Browning is a financial advisor with Acorn Financial Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Acorn since 2017 and has prior experience at VOYA Financial Advisors, Inc. and Great Point Capital, LLC. Acorn Financial Advisory Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $1.4 billion in assets. The firm offers personalized financial planning and portfolio management to a diverse client base, utilizing globally diversified portfolios and a variety of investment strategies, including subadvisory services and tactical tools.

Michael Ausherman Jr. is a financial advisor with Milestone Asset Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 18 years of industry experience. He has held roles at Alphastar Capital Management, Brookstone Capital Management, Legacy Capital Planners, and Ausherman Financial Group, which he owns and operates as a separate insurance sales business. He is also involved in financial planning and income tax preparation through Legacy Capital Planners. Milestone Asset Management provides discretionary asset management and modular financial planning primarily to individual clients, including high-net-worth households, as well as trusts, estates, and business entities. The firm employs a blend of tactical and strategic investment approaches using firm-developed and third-party model portfolios, sub-advisers, and derivative-based strategies.

David Poch is a financial advisor at Promethium with a Series 65 designation and one year of industry experience. Prior to joining Promethium, he worked at Challenger Performance Optimization, Inc. for five years and spent four years at Miami University. Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting to individuals, including both high-net-worth and non-HNW clients, as well as institutional clients such as pension plans, foundations, and nonprofits. The firm employs a diversified investment approach that combines passive and active strategies, alternatives, options strategies, tactical asset allocation, and cash management tailored to client objectives and risk tolerance.

Andrew Bellamah is a financial advisor with BNB Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He owns and manages multiple commercial and industrial real estate entities in Florida and Maryland, focusing on property management and leasing. BNB Wealth Management is a privately owned, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and retirement plan sponsors. The firm provides portfolio management, financial planning, and pension consulting, offering diversified portfolios primarily through mutual funds and managing its own wrap fee program.

Nicole Davis is a financial advisor with Northwest Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Northwest Financial Advisors LLC, Northwest Financial Group LLC, and LPL Financial for over a decade in various roles. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven investment approach, tailoring portfolios based on client time horizons, risk tolerance, and objectives, while utilizing LPL Financial custodial programs and an Outsourced Chief Investment Officer program to support portfolio oversight and manager due diligence.

Eliot Bares is a CFP® with five years of industry experience, currently serving at McGlone Suttner Wealth Management, Inc. He has held roles at Gold Friday LTD and Chequers Financial Management, LLC and is an investor in a packaging business and a trading fund, though he does not participate in their management. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses, managing approximately $1.0 billion in assets using customized model portfolios and active trading strategies.

Thomas Arnold is a financial advisor at Sentinel Asset Management, LLC with 12 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Sentinel in 2025, he worked at Eagle Strategies (NY Life) and New York Life Insurance Company, where he gained extensive experience over a period spanning 2013 to 2025. Sentinel Asset Management, LLC serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm manages approximately $63.2 million across about 495 client households, employing a mosaic investment approach that incorporates fundamental, technical, and cyclical analysis, along with regular account monitoring and due diligence of third-party managers.

Brian Hawthorne Codato is a CFA® charterholder with five years of industry experience. He has worked at Glassy Mountain Advisors, Inc. since 2021 and previously held roles at Cherry Bekaert LLP and CTS Capital Advisors. Glassy Mountain Advisors provides personalized wealth management and financial planning to individual and institutional clients, managing approximately $370 million across about 127 relationships. The firm uses a value-oriented, fundamental analysis approach and typically maintains diversified portfolios with a long-term investment horizon.

Max Kortegast is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Hopwood Financial Services, Inc. and previously worked at WealthSpire Advisors, Bank of America, N.A., and Merrill. Outside of financial advising, he owns and supervises operations for MK Heavy, LLC, a business involved in 18-wheeler sleeper truck rentals. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management alongside financial planning and retirement plan consulting. The firm manages approximately $666.6 million for about 273 client households with a six-advisor team and employs a disciplined investment process overseen by an Investment Committee.

Stephen Knapp is a CFA® charterholder with six years at Carderock Capital Management, Inc. and eight years of prior experience at S&P Global Market Intelligence, totaling 14 years in the financial industry. He is based in Chevy Chase, MD. Carderock Capital Management provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs an active, long-term investment approach that integrates fundamental, quantitative, and technical analysis, customizing portfolios based on client and market data.

Timothy Sommer is a financial advisor with Legacy Edge Advisors and holds Series 63 and Series 66 licenses. He has 32 years of industry experience, including long tenures at TIAA and The Capital Group Investment Advisory Services. He has been with Legacy Edge Advisors since 2024 and also works with PKS Investments. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm uses a combination of fundamental, quantitative, and technical analysis to tailor investment strategies to client goals and manages approximately $896 million across 14 advisors.

Jason Huggins is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., MML Investors Services, MassMutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, Huggins serves as Vice President of the Terry College of Business Alumni Board at the University of Georgia and is President of Wolf Trackers, an organization that raises funds for athletics programs. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and offers portfolio management primarily on a discretionary basis.

Patrick Moore is a financial advisor at Hughes Financial Services, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Hughes Financial Services since 2016. Prior to joining the firm full-time, he also worked at George Mason University from 2016 to 2018. Hughes Financial Services is a team-based registered investment adviser with nine advisors managing approximately $760 million for individual and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program utilizing firm-developed model portfolios and a combination of fundamental, cyclical analysis, and modern portfolio theory.

Abbie Frishman is a CFP® professional with two years of industry experience, currently advising at Councilor Wealth LLC. Her prior work includes roles at May Barnhard Investments LLC and Councilor, Buchanan & Mitchell, P.C. She also engages in divorce financial planning as an additional business activity. Councilor Wealth provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm employs a combination of fundamental analysis, technical analysis, and modern portfolio theory to implement long-term investment strategies, serving clients through both discretionary and non-discretionary account management.

Edward Lamade is a financial advisor at Sargent Investment Group with Series 63 and Series 65 designations. He joined the firm in 2026 and has prior experience at Carnegie Institution for Science and Brown Advisory. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, and defined-contribution plans. The firm employs a consultative, goals-based process to create customized asset allocations and offers both discretionary and non-discretionary portfolio management, serving primarily higher-asset households while accommodating smaller relationships in certain cases.

Andrew Schiff is a financial advisor at TritonPoint Wealth, LLC with 27 years of industry experience. He holds a Series 65 designation and has worked previously at Goldman Sachs Personal Financial Management, United Capital Financial Advisors, and MTB Asset Management, Inc. Outside of advisory work, he owns and manages several residential real estate holding companies in Baltimore. 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 emphasizes long-term asset allocation using a blend of public equities, fixed income, and private-market alternatives, implemented through independent managers and model portfolios.

Sandeep Saini is a CFP® professional with one year of experience at PlanVest Financial, Inc. Prior to joining PlanVest, he worked for 22 years with the US Public Health Services and FDA and was involved with SSI Education DBA The Goddard School. PlanVest Financial, Inc. primarily serves individual and high-net-worth clients, providing wealth planning, financial planning, and investment management through a team of six advisors managing approximately $176 million. The firm customizes portfolios using a mix of analytical approaches and offers multiple engagement models, including a unique wrap fee program and a dedicated federal-employee planning service.