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 affiliated with Delta Financial Advisors, Inc. in Kensington, MD, with eight years of industry experience. She has held roles at firms including UBS Financial Services, The Prudential Insurance Company of America, and LPL Enterprise. Outside of finance, she is a fitness instructor serving as a pro coach for Solidcore. Delta Financial Advisors serves individual and high-net-worth clients with wealth management and financial planning services. The firm provides customized portfolio management using mutual funds and ETFs, incorporating fundamental and technical analysis, and offers additional services including accounting and tax preparation through a licensed CPA.

Michael Cuozzo is a CFP® professional with seven years of industry experience, currently serving at Condor Capital Wealth Management since 2022. His prior roles include positions at Cetera Advisor Networks, Taylor Financial Group, CWM, LLC, and The Prudential Insurance Company of America. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial and pension plan consulting. The firm employs a fee-only investment approach utilizing diverse asset classes, including direct indexing and private funds, supported by AI tools and a multi-office structure.

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.

John Dame is a financial advisor at Rothschild Capital Partners with a Series 65 credential and two years of industry experience. Before joining Rothschild Capital Partners in 2023, he worked at Feldman Jackson PC for five years and has experience at Montgomery County Circuit Court and Georgetown University Law Center. Rothschild Capital Partners provides discretionary portfolio management and wealth planning services to individual and high-net-worth investors, trusts, estates, charitable organizations, and institutional clients. The firm employs a combination of top-down macro analysis and fundamental bottom-up security evaluation, utilizing strategies that include long and short equity positions, options trading, and leveraged ETFs.

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 at TritonPoint Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at firms including United Capital Financial Advisers and Wells Fargo Clearing. Prior to his financial services career, he operated Ferrell Lawn Care, LLC for ten years. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs a long-term asset allocation strategy informed by modern portfolio theory, combining public equities, fixed income, and private-market alternatives, and utilizes model portfolios and independent manager oversight to implement client strategies.

Elizabeth Schleifer is a CFP® with eight years of industry experience, currently serving as an advisor at Armstrong, Fleming & Moore, Inc. She has been with the firm since 2016 and is also affiliated with Commonwealth Financial Network. Outside of her advisory work, she was involved with Cava Mezze for over a decade. Armstrong, Fleming & Moore provides portfolio management, financial planning, and retirement plan consulting primarily to high-net-worth individuals and qualified retirement plans. The firm’s investment approach focuses on tailored allocations and fundamental analysis, with services often delivered through partnerships with Commonwealth Financial Network.

Michael Lightfield is a financial advisor at Horter Investment Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and is the owner of Lightfield Wealth Management, where he provides financial planning and investment advice. Additionally, he manages Columbia Tax Advisory Group, LLC, a tax and accounting firm. Horter Investment Management offers investment advisory and financial planning services primarily to individual and high-net-worth clients, utilizing an Investment Committee-driven multi-manager approach with discretionary and non-discretionary portfolio management options.

Daniel Healey is a financial advisor with Folger Nolan Fleming Douglas Incorporated in Washington, DC. He holds Series 63 and Series 65 designations and has 35 years of industry experience, including over three decades with his current firm. 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 the client’s other professionals. The firm combines broker-dealer operations with a limited advisory business and emphasizes tailored investment strategies implemented on an account-by-account basis.

Ariel Weisbard is a CFP® with nine years of industry experience and is a financial advisor at Values Added Financial. He also operates a law firm specializing in estate planning, nonprofit, and employment law, and writes investment and financial articles on a freelance basis. Prior to his advisory role, he worked for the Council of the District of Columbia. Values Added Financial is a fee-only, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small- to mid-sized businesses. The firm offers comprehensive financial planning and discretionary portfolio management with an investment approach focused on tailored policies, asset allocation, diversification, and periodic rebalancing.

William Gaines Jr. is a CFP® practitioner with eight years of experience in financial services. He currently works at Widmann Financial Services, where he has been since 2019 and is a co-owner of the firm. His prior experience includes positions at Northwestern Mutual and GWM, Inc. Widmann Financial Services serves individual and family clients, including high-net-worth households, as well as businesses, charitable organizations, trusts, and retirement plans. The firm manages approximately $467 million in client assets through a team of six advisors, employing a Modern Portfolio Theory-influenced investment approach that integrates third-party research and allows for tactical trading.

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 and holds a Series 65 license, with 36 years of industry experience. He has been with Carderock Capital Management, Inc. since 1986. Carderock Capital Management provides discretionary investment management and financial planning services to individuals, trusts, pensions, profit-sharing plans, and charitable organizations. The firm employs an active, primarily long-term investment approach using fundamental, quantitative, and technical analysis to build customized investment plans.

William Mc Caffrey is a CFP® and Series 65-licensed advisor with three years of industry experience. He has worked at Glassy Mountain Advisors since 2022 and previously at AIM Advisors. Prior to his financial advisory career, he was employed at Virginia Tech and Landmark Reclamation Co. Glassy Mountain Advisors provides wealth management to individual and institutional clients, focusing on high-net-worth individuals with discretionary investment management and integrated financial planning. The firm employs a value-oriented, fundamentals-based investment approach and offers customized portfolios including ESG-focused options.

Christina White is a CFP® professional with 17 years of industry experience. She is currently with Kilter Group and has previously worked at firms including Beacon Pointe Advisors and VOYA Financial Advisors. In addition to her advisory role, she is licensed as an insurance agent with Beacon Pointe Insurance Services. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension-plan sponsors. The firm employs a top-down, macro tactical asset-allocation strategy and integrates technology-enabled tools, offering discretionary and non-discretionary portfolio management alongside estate-planning and pension consulting services.

Stephen Wintermeier is a CFP® with 21 years of industry experience, currently serving at Lynx Investment Advisory, LLC. He previously worked at Fenway Financial Advisors, LLC for 20 years. He is the author of a self-published book titled "Grand Theft Portfolio." Lynx Investment Advisory provides investment consulting to individual and institutional clients, focusing on customized multi-manager portfolios and comprehensive manager vetting. The firm manages both discretionary and non-discretionary assets, serving high-net-worth individuals, families, trusts, endowments, foundations, and retirement plans.