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.

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 10 years of experience in financial advising. She has worked at Glassman Wealth Services, LLC since 2017 and was previously with FJY Financial from 2015 to 2017. Glassman Wealth Services serves individual and high-net-worth clients, as well as pension and profit-sharing plans and charitable organizations, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored portfolio approach that includes mutual funds, ETFs, independent managers, and private funds, with attention to incorporating non-managed assets into client reporting and advice.

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.

Maxwell Elsasser is a CFP® at Glassman Wealth Services, LLC with one year of industry experience. Prior to joining Glassman Wealth Services, he worked at Beyond Your Hammock, Baystate Financial, and Ameriprise. He has a background that includes several years in education before entering the financial sector. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations with discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a range of investment vehicles and incorporates private investment funds, cash management, and planning tools to align portfolios with client objectives.

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.

Victor Simon is a financial advisor at Founders Financial Securities LLC with 34 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Founders Financial Securities in 2020, he worked at First Allied Advisory Services and First Allied Securities. Outside of his advisory role, Simon is involved in estate settlement consulting and mentoring small business owners through his family office practice. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and a range of brokerage and insurance services, utilizing both traditional and non-traditional delivery methods.

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 Series 65 and Series 66 licenses and has previously worked at LPL Financial and Tower Federal Credit Union. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers and provides layered investment solutions and digital automated portfolios.

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 worked previously at CIC Wealth, LLC and Commonwealth Financial Network. He is also involved with Clearview Consulting, Inc., where he has been active for 15 years. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed investment strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, and advisory roles for private and pooled investment vehicles.

John Sciuto is a financial advisor with XML Financial Group in Alexandria, VA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets across about 2,890 clients. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, tailoring portfolios at the household level through fundamental and technical analysis and third-party managers.

Sean Gates is a CFP® professional with 15 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at Motley Fool Wealth Management and Ameriprise. Outside of his advisory role, he is involved in a small business startup consulting venture focused on tax-related products and franchise advisory services. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, families, businesses, charitable organizations, and retirement plans. The firm combines centrally managed investment strategies with locally managed portfolios and offers a range of financial planning, portfolio management, and consulting services across various asset classes and client types.