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.

George Hill is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 48 years of industry experience. He has been with the firm since 1977 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Hill serves as a board member and treasurer of Oak Hill Cemetery in Georgetown and is involved with the Smithsonian Institution Libraries advisory board and the Metropolitan Club of Washington D.C. pension committee. Folger Nolan Fleming Douglas Incorporated provides private wealth management services to a single ultra-high-net-worth family on a non-discretionary, fee-based basis. The firm combines broker-dealer operations with a limited advisory business, focusing on tailored investment strategies implemented through equities, fixed income, mutual funds, and ETFs.

Elizabeth Gillette is a CFP® and holds a Series 65 license with 11 years of industry experience. She is currently with Curio Wealth, LLC and has held prior roles at Annapolis Financial Services, MainStreet Financial Planning, and Lifetime Wealth Planning and Management. Curio Wealth provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans. The firm incorporates investments such as no-load mutual funds, ETFs, individual equities, and fixed income, and offers additional services including standalone financial plans and tax preparation.

Lucinda Crist is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 42 years of industry experience. She holds Series 63 and Series 65 credentials and has been with the firm since 1984. Folger Nolan Fleming Douglas operates a limited private wealth management business serving a single ultra-high-net-worth family client with non-discretionary, fee-based advisory services. The firm customizes investment strategies and coordinates with other client advisors while managing approximately $637.7 million in assets.

Candace Lee is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Glassman Wealth Services, LLC since 2017. Prior to that, she worked at FJY Financial from 2015 to 2017. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a diverse investment approach including allocations to mutual funds, ETFs, independent managers, and private investment funds, with a focus on comprehensive reporting and formal AI governance.

Stash Graham is a financial advisor with Graham Capital Wealth Management, LLC in Washington, DC, holding Series 63 and Series 65 registrations and possessing 10 years of industry experience. He has been with Graham Capital Wealth Management since 2015. Graham also works as an independent insurance agent. Graham Capital Wealth Management provides discretionary wealth management and financial planning services for individuals, high-net-worth clients, trusts, estates, and corporations. The firm’s investment approach is primarily long-term, combining fundamental, technical, and cyclical analysis to construct diversified portfolios, with ongoing monitoring and periodic reporting to clients.

Miguel Padilla is a financial advisor at BNB Wealth Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Capitol Securities Management since 2011. Prior to that, he was with Equitable Advisors and Edward Jones. Outside of his advisory role, he owns and manages a vacation rental property. 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 manages diversified portfolios primarily using mutual funds and provides financial planning, pension consulting, and participant education services through a multi-office team approach.

Amy Cooper is a financial advisor at Folger Nolan Fleming Douglas Incorporated with one year of industry experience. She holds a Series 66 designation and previously worked at Optimal Beginnings LLC for eight years. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services to a single ultra-high-net-worth family client. The firm customizes management strategies across equities, fixed income, mutual funds, and ETFs, coordinating with other advisors on estate and cash-flow matters.

John Forster is a financial advisor at SB Advisory, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. He serves as a director of the Committee for the Capital City, a nonprofit focused on voting rights for Washington, DC residents. SB Advisory, LLC is a multi-team advisory firm managing over $1.1 billion for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary investment advice, using a combination of mutual funds, ETFs, individual equities, and third-party managers tailored through fundamental, technical, and qualitative analysis.

Arden Widmann is a CFP® with 37 years of experience and has been with Widmann Financial Services since 1989. He also serves as an adjunct faculty member at Prince George's Community College, teaching estate planning courses. Widmann Financial Services provides discretionary asset management, financial planning, and consulting services to individuals, families, businesses, charitable organizations, trusts, and estates. The firm uses a hybrid, research-driven investment approach combining quantitative and qualitative analysis and offers financial education seminars with outside professionals.

William Warner is an investment advisor with Gradient Advisors, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including a long tenure at Main Street Financial Group where he provides retirement and financial planning as well as life insurance and annuity services. Warner has been with Gradient Advisors since 2021. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, emphasizing a non-discretionary approach tailored to client objectives and risk tolerance.

Kyle Dixon is a financial advisor with Mariner Independent, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Valic Financial Advisors and Agia. He is currently associated with Connect Wealth and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services, supported by institutional resources and affiliated investment entities.

Vanessa Patterson is a Series 65-licensed financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She has previously worked with Appraisal Connections and New Perspective Financial Services and maintains a concurrent role in real estate sales with Berkshire Hathaway Home Services. Outside of financial advising, she holds a 10% ownership stake in the Southern Maryland Seahawks basketball team, where she is involved in recruiting, marketing, and ticket sales. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting for individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays and generally operates with discretionary trading authority subject to client restrictions.

Corey Truss is a financial advisor at Navy Federal Investment Services, LLC with eight years of industry experience. He holds the Series 65 and Series 66 designations. His prior experience includes roles at LPL Financial, Tower Federal Credit Union, and HF Advisory Group, LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm’s investment approach primarily involves selecting and monitoring third‑party portfolio managers through managed advisory programs on the Envestnet platform.

Evan Beach is a CFP® professional with 16 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Madison Avenue Securities, Campbell Wealth Management, and LPL Financial. Outside of his advisory work, he owns Beach Consulting, through which he provides sales consulting and professional speaking engagements to universities and organizations. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm supports both advisor-managed and model portfolio approaches, integrating institutional resources and retirement plan services with access to third-party managers and alternatives.

Robin Drews is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Regal, Drews worked at Regulus Financial Group, LLC. Outside of financial services, Drews coaches high school field hockey and owns a vending machine business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party investment strategies with discretionary implementation and rebalancing authority granted by clients’ advisers.

Shuron Morton is a financial advisor at United Brokerage Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PNC Investments and Capital One Advisors. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Brian Davis is a financial advisor at Apollon Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at CIC Wealth, LLC and Commonwealth Financial Network. Davis is also involved with Clearview Consulting, Inc., where he has been active since 2011. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, and institutional clients, employing a combination of centrally managed strategies and locally tailored portfolios supported by technology and specialized investment approaches.

John Sciuto is a financial advisor with XML Financial Group in Alexandria, VA, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His work history includes roles at Wells Fargo Clearing from 2016 to 2019 and at XML Financial Group and its affiliated brokerage since 2019. XML Financial Group is a multi-advisor wealth management firm managing approximately $3.3 billion in client assets for nearly 2,900 clients. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, employing a portfolio approach that combines fundamental and technical analysis with third-party managers and continuous monitoring.