Matthew Zimmerman is a CFP® with four years of industry experience currently serving as an advisor at Scarborough Capital Management in Annapolis, MD. He has worked at Scarborough Capital Management and Independent Financial Group since 2021, and has prior experience at Raymond James and Tj Maxx. Outside of his advisory role, he works as a paraplanner for an outside registered investment advisor. Scarborough Capital Management is a multi-advisor SEC-registered firm managing approximately $1.64 billion across 15 advisors and serving over 2,600 clients. The firm offers discretionary portfolio management, financial planning, and retirement-focused programs, utilizing both in-house guidelines and third-party model portfolios from providers such as BlackRock and Invesco.

Angela Moreira is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 21 years of industry experience. She holds the Series 66 designation and has been with Folger Nolan Fleming Douglas since 2003. 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 portfolio review, investment recommendations, and coordination with other professionals. The firm combines broker-dealer operations with a limited advisory business, tailoring investment strategies to client objectives and financial circumstances.

Harrison Mc Quaig is a CFP® at Rothschild Capital Partners with one year of industry experience. His prior roles include positions at Bogart Wealth, LLC, Resource Planning Group, Ltd, and G Squared Funding, LLC, as well as time at The University of Georgia. Rothschild Capital Partners provides discretionary portfolio management, wealth planning, and consulting services primarily for individual and high-net-worth investors, trusts, estates, and charitable organizations. The firm combines top-down macro analysis with fundamental and technical security evaluation and is notable for its private fund operations, use of derivatives and margin, and structured conflict management procedures.

Dylan Sylvester is a financial advisor at Scarborough Capital Management in Annapolis, MD, holding a Series 66 designation with two years of industry experience. Prior to joining Scarborough Capital Management, he has held roles at Independent Financial Group, W&S Brokerage Services, and Western Southern Life. Outside of advising, he is employed at Southern Provisions, a local business where he assists in various capacities. Scarborough Capital Management is an SEC-registered multi-advisor firm managing approximately $1.64 billion in assets for around 2,664 clients. The firm offers discretionary portfolio management, financial planning, and retirement-focused programs, serving individual, high-net-worth, and institutional clients through a combination of in-house and third-party model portfolios.

Theodore Smith is a financial advisor at Next Capital Management LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at Innovation Partners LLC, Northern Lights Distributors, LLC, and Mount Yale Capital Group. Next Capital Management provides discretionary and non-discretionary portfolio management and fee-only financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm offers family-office style services and access to alternative investment vehicles while customizing asset allocations and delivering consolidated reporting through advanced aggregation platforms.

David Herman is a financial advisor at Scarborough Capital Management with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Independent Financial Group, LLC since 2018, Scarborough Advisors, LLC since 2013, and previously at SII Investments Inc from 2008 to 2017. 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 uses an asset-allocation framework and model portfolios to construct discretionary accounts, serving a diverse client base including institutional clients and individuals.

Lucas Campbell is a CFP® with three years of industry experience and is currently affiliated with Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2022 and previously worked at Red Clover Financial Planning and other firms. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily for high-income and high-net-worth individuals. The firm emphasizes tailored portfolio allocations and fundamental analysis, managing accounts with multi-year horizons and offering services through programs in partnership with Commonwealth Financial Network.

Marika Weinstein is a financial advisor with Just Futures, holding a Series 65 designation and having two years of industry experience. She has worked with Just Futures Advisors, LLC and its public benefit corporate parent since 2022, and previously held roles at Impact Justice and AGH Strategies. Just Futures serves a diverse client base including nonprofit organizations, foundations, family offices, and small- to mid-sized businesses, focusing on values-aligned investing informed by social justice movements. The firm integrates ESG considerations and a range of public and private market solutions into client portfolios and operates under a public benefit corporation structure with specialized services for mission-aligned investors.

George Buchheister is a financial advisor at ValueWealth Services, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Welocalize Inc for 12 years and Merrill for one year. Outside of advising, he works as an independent insurance agent, transacting in insurance products including annuities. ValueWealth Services is an SEC-registered advisory firm managing approximately $319 million for around 420 clients. The firm employs a multi-factor investment process combining fundamental, technical, and cyclical analysis, offering discretionary portfolio management and financial planning services.

Laura Faul is a financial advisor with Folger Nolan Fleming Douglas Incorporated in Washington, DC, holding Series 63, 65, and 66 licenses and 28 years of industry experience. She has been with Folger Nolan Fleming Douglas since 2016. Folger Nolan Fleming Douglas operates a limited private wealth management business serving a single ultra-high-net-worth family client through non-discretionary, fee-based investment advisory services. The firm customizes strategies based on client objectives and coordinates with other advisors, managing approximately $637.7 million in assets as of December 31, 2025.

Raisa Siddique is a financial advisor at Graham Capital Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Global Arena, LLC, The Palladium Group, Mobile Medical Care Inc., and American University. Graham Capital Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth individuals, trusts, estates, and corporations. The firm manages approximately $251.2 million for about 705 clients and employs a mix of fundamental, technical, and cyclical analysis with a long-term investment approach.

Christian Litscher is a CFP® and CFA® credentialed advisor at Illumination Wealth Management with six years of industry experience. He has worked at Illumination Wealth Management since 2026, following three years as a self-employed advisor and six years at McLean Asset Management Corp. Illumination Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm’s team of nine advisors manages about $471 million, offering comprehensive Financial Life Management, pension consulting, and business-owner exit planning through client-specific investment policy statements and diversified model portfolios.

David Greenleaf is a financial advisor at Commonwealth Financial Network with 32 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Commonwealth since 2002, as well as Widmann Financial Services since 2018. Outside of his advisory role, he serves as a swim coach for the Montgomery Swim Club in Silver Spring, MD. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer personalized portfolio construction and discretionary model portfolios.

Andrew Mc Gregor is a financial advisor at Folger Nolan Fleming Douglas Incorporated with three years of industry experience. He holds a Series 66 designation and has worked at Folger Nolan Fleming Douglas Capital Management Inc. since 2022. Prior to this, his background includes roles in education and self-employment. 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, offering tailored investment strategies and coordination with other client professionals. The firm combines broker-dealer operations with a limited advisory business, focusing on portfolio review and execution services.

John Milchling is a financial advisor at 1 North Wealth Services, LLC in Annapolis, MD, holding a Series 65 credential with six years of industry experience. His work history includes roles at 1 North Wealth Services, Towson University, and Sandbek Outdoors. 1 North Wealth Services provides discretionary investment management and financial planning to individuals, businesses, retirement plans, estates, trusts, and charitable foundations. The firm uses an active, discretionary approach with multiple strategies, including a Sustainable Investing (ESG) option, and manages over $320 million in discretionary assets.

Zachary Teutsch is a financial advisor with Values Added Financial in Washington, DC, holding a Series 65 designation and eight years of industry experience. Prior to joining Values Added Financial in 2017, he worked at the Consumer Financial Protection Bureau from 2015 to 2017. He occasionally writes and teaches financial education and serves on the CNBC Advisor Council. Additionally, he is a senior advisor and finance chair for the Janeese for DC Mayor campaign. 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’s client-centered investment process emphasizes customized asset allocation and diversification using mutual funds, ETFs, and fixed income, supported by ongoing supervision and flexible engagement options.

Mary Moore is a CFP®-certified financial advisor with 23 years of industry experience. She is affiliated with Armstrong, Fleming & Moore, Inc., where she has worked since 2005, and has also been associated with Commonwealth Financial Network since 2009. Moore serves as treasurer, director, and part owner of Armstrong, Fleming & Moore, focusing primarily on asset management and financial planning. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and hourly consultation services primarily to high-net-worth individuals and qualified retirement plans. The firm emphasizes tailored portfolio allocations, fundamental analysis, and multi-year investment horizons, delivering many services through partnerships with Commonwealth Financial Network.

Cristi Tanner is a CFP® professional with five years of experience at Meritas Wealth Management, LLC. Prior to joining Meritas, she worked at the University of Georgia and Concord High School. Meritas Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm follows a fee-only model and emphasizes long-term diversification using no-load mutual funds and passive strategies guided by academic research and Modern Portfolio Theory.

Stephen Baker is a financial advisor with Folger Nolan Fleming Douglas Incorporated in Washington, DC. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Folger Nolan Fleming Douglas since 2005. 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 a limited advisory business, offering tailored investment strategies and ongoing portfolio review through a multi-team approach.

Carl Sera is a financial advisor at Sera Capital Management, LLC with 19 years at the firm and a total of 10 years of industry experience. He holds a Series 65 designation. Outside of his advisory role, Carl is an independent insurance agent who occasionally sells life insurance policies. Sera Capital Management serves individuals and families, including high-net-worth clients, through discretionary and non-discretionary portfolio management and targeted investment consulting. The firm combines fundamental and technical analysis with a buy-and-hold approach and actively uses illiquid investment strategies, focusing on investment management and specialized consulting rather than standalone financial planning.