Ike Elele is a CFP® professional with eight years of industry experience, currently serving at Capitalwize, LLC. His prior roles include positions at Ameriprise, T. Rowe Price, Morgan Stanley Private Bank, and several other financial services firms. Outside of finance, he teaches ballroom dance classes monthly for the University Park Junior Cotillion. Capitalwize is a fee-only financial planning firm serving individuals and business entities, focusing primarily on non‑high‑net‑worth clients. The firm provides a range of advisory engagements and group educational seminars, commonly utilizing third-party managers for portfolio management while maintaining ongoing oversight and client communication.

Isiah Williams is a financial advisor at Audible Wealth Management with nine years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and Merrill Lynch. In addition to his advisory role, he also works as a life insurance agent. Audible Wealth Management serves individual clients, including high-net-worth households, business development clients, and retirement plans. The firm offers financial planning, portfolio management, educational seminars, and bill-pay services, utilizing a diverse investment approach that incorporates fundamental, quantitative, technical, and modern portfolio theory methods.

Margaret Horsley is a CFP® and holds a Series 63 license with four years of industry experience. She currently works at Glassy Mountain Advisors, Inc., where she has been employed since 2023, and previously worked at Northwestern Mutual Wealth Management Services and The Vanguard Group. Glassy Mountain Advisors provides personalized wealth management and financial planning to individual and institutional clients, managing approximately $370 million across 127 client relationships. The firm employs a value-oriented investment process and typically requires a $1,000,000 account minimum while offering fund-only portfolios for smaller accounts.

Stephanie Anderson is a CFP®, CFA®, and Series 65 credentialed advisor at Councilor Wealth LLC with seven years of industry experience. She has worked at Councilor, Buchanan & Mitchell since 2023 and has prior experience at Mariner Wealth Advisors, Mercer Global Advisors Inc., and Anderson Hamlin Consulting. Anderson holds active real estate salesperson licenses in Washington, DC, and Maryland and may receive commissions or referral fees related to real estate transactions. Councilor Wealth serves individual and high-net-worth clients, retirement plans, and not-for-profit organizations by providing portfolio management and comprehensive financial planning. The firm operates under a fiduciary standard, combining fundamental and technical analysis with modern portfolio theory, and is wholly owned by an accounting and tax firm, enabling integrated tax and advisory services.

Jacob Defilippo is a financial advisor with Delta Financial Advisors, Inc. in Kensington, MD, holding a Series 66 credential and over 10 years of industry experience. He has worked at Beacon Global Advisor Network, LLC, Regulus, LLC, and Delta Financial Advisors, Inc. He is also a silent investor in a real estate renovation project with family members. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm integrates advisory services with in-house accounting and tax capabilities, managing approximately $208 million for around 218 client relationships.

Bryce Sistrunk Lewis is a CFA charterholder with four years of experience at Edgemoor Investment Advisors, Inc. Prior to joining Edgemoor in 2022, he worked at Morgan Stanley for five years. Edgemoor Investment Advisors provides discretionary portfolio management and financial planning to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm follows a value-oriented, fundamental analysis process focused on long-term capital appreciation, capital preservation, and income generation.

Jake Ransom is a financial advisor at TritonPoint Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining TritonPoint Wealth, he worked at Big Whiskey's and has held roles outside the financial industry, including positions at Uber and Red Lobster. TritonPoint Wealth, LLC provides financial planning, discretionary investment and wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm’s investment approach emphasizes long-term asset allocation using modern portfolio theory and combines fundamental and quantitative analysis with model and core-satellite strategies.

Ricardo Rosenberg is a financial advisor at Sargent Investment Group with 45 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Sargent Investment Group is a multi-team advisory firm managing approximately $1.48 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, nonprofits, corporations, and pooled investment vehicles, offering customized portfolio management and consulting services.

Brian Mcgregor is a financial advisor at Sargent Investment Group with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sargent Investment Group since 2018. Prior to that, he was with Wells Fargo Advisors and Wells Fargo Clearing Services. Mcgregor serves as a board member and investment committee member for The Washington Home, a charitable foundation focused on hospice care. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, corporations, and retirement plans. The firm employs a consultative process to develop customized portfolios using a range of investment vehicles and manages pooled private investment funds for accredited investors.

Nathan Forristal Garcia is a CFP® with 13 years of industry experience, currently serving as an advisor at Strategic Wealth Partners, Ltd. since 2017. Prior to this, he worked at Westbourne Investments Inc for two years. Outside of financial advising, he owns and manages a digital marketing and advertising business, Mavrik Digital. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion, serving individuals, pension plans, foundations, and corporate accounts. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, employing a diversified investment approach that includes both long- and short-term strategies.

Megan Madden is a CFP® professional at Delta Financial Advisors, Inc. in Kensington, MD, with seven years of industry experience. She has held roles at Regulus Financial Group, LPL Enterprise, Prudential Insurance Company of America, UBS Financial Services, and The Ayco Company, L.P. Outside of financial advising, she works as a fitness instructor with Solidcore. Delta Financial Advisors serves individual and high-net-worth clients with wealth management and financial planning services. The firm offers discretionary and non-discretionary portfolio management paired with ongoing consulting, using customized asset allocations and a mix of mutual funds and ETFs, while also providing accounting and tax preparation services through a licensed CPA.

Lisa Schaefer is a financial advisor at KFA Private Wealth Group, LLC with two years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, and Minnesota Life Insurance Co. Outside of her advisory role, she delivers financial literacy education presentations to government employees as an independent contractor. KFA Private Wealth Group advises individuals, trusts, estates, employer retirement plans, and business entities, offering financial planning, retirement plan consulting, and investment management alongside in-house tax preparation and accounting services. The firm uses goal-based strategic asset allocation and combines passive and active management with an emphasis on manager selection and low-cost share classes.

Joseph Manfredi is a financial advisor with Baltimore-Washington Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has worked at Baltimore-Washington Financial Advisors since 2015, following prior roles at Wells Fargo Clearing and UBS Financial Services. Baltimore-Washington Financial Advisors serves individuals, families, trusts, estates, foundations, and non-profit organizations with fee-only wealth management services, including financial planning, portfolio management, integrated tax services, and business services. The firm uses a team-based, holistic approach to align investment strategies with client goals and tax situations, supported by a weekly Investment Committee and detailed service tiers.

Tariq Khan is a financial advisor at WealthCare Financial Group, Inc. in Bethesda, MD, with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Hisaab Capital, LLC, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. since beginning his career in 2015. WealthCare Financial Group, Inc. is a state-registered wealth management firm serving individuals, business owners, and retirement plan sponsors. The firm employs a structured investing philosophy focused on diversified asset allocation and long-term strategies, managing approximately $28.2 million for around 130 clients through a six-advisor team.

Ryan Ferrell is a financial advisor with TritonPoint Wealth, LLC and holds a Series 66 designation. He has eight years of industry experience, including roles at The Leaders Group, United Capital Financial Advisers LLC, and Wells Fargo Clearing. Prior to his advisory career, he operated Ferrell Lawn Care, LLC for ten years. TritonPoint Wealth, LLC provides financial planning, discretionary investment and wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm’s investment approach emphasizes long-term asset allocation with a combination of public equities, fixed income, and private-market alternative investments, utilizing both fundamental and quantitative analysis alongside model and core-satellite strategies.

Michael Lightfield is a financial advisor with Horter Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He is also the managing member of Columbia Tax Advisory Group, LLC, where he performs tax and accounting work, and the owner of Lightfield Wealth Management, providing financial planning and investment advice. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a multi-manager investment approach guided by an Investment Committee and provides clients with customized portfolios, alternative investment options, and detailed reporting.

Matthew Elmore is a financial advisor at Sargent Investment Group with 17 years of industry experience. He holds a Series 66 designation and has previously worked at T.M. Wealth Management and Ameriprise Financial Services. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profit organizations, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to develop customized portfolios and uses third-party managers and technology to monitor risk and performance, also serving as an investment manager to private funds for accredited investors.

Ryan Herbert is a financial advisor with Prostatis Financial Advisors Group in Hanover, MD, holding a Series 66 designation and 17 years of industry experience. He has worked at Peak Brokerage Services LLC and TCM Securities, Inc., and has been with Prostatis Financial Advisors since 2008. Prostatis Financial Advisors Group manages approximately $509 million in client assets through a multi-team of 18 advisors, serving individual, high-net-worth, and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services.

Gay Truscott is a CFP® with 14 years of industry experience, currently serving as Senior Vice President at Edgemoor Investment Advisors, Inc. She has been with Edgemoor and Integrity Funds Distributor, LLC since 2011. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to build concentrated equity and income portfolios intended for long-term capital preservation, appreciation, and income.

James Mersereau is a CFA® charterholder with 35 years of industry experience, currently serving at Carderock Capital Management, Inc., where he has worked since 1986. He is part of a four-advisor team based in Chevy Chase, MD. Carderock Capital Management is an independent SEC-registered investment manager serving individuals, high-net-worth clients, trusts, estates, pension, and charitable accounts. The firm employs an active, long-term management approach with customized investment plans and continuous portfolio supervision.