Edward Lamade is an advisor at Sargent Investment Group with Series 65 and Series 63 credentials. He has previously worked at Brown Advisory, LLC and the Carnegie Institution for Science, totaling over 13 years in related fields, and joined Sargent Investment Group in 2026. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, and defined-contribution plans. The firm employs a consultative, goals-based process to create customized portfolios that include individual equities, fixed income, mutual funds, ETFs, and third-party managers, focusing primarily on higher-asset households.

Andrew Schiff is a financial advisor at TritonPoint Wealth, LLC with 27 years of industry experience. He holds a Series 65 designation and has worked previously at Goldman Sachs Personal Financial Management, United Capital Financial Advisors, and MTB Asset Management, Inc. Outside of advisory work, he owns and manages several residential real estate holding companies in Baltimore. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a diverse client base, including individuals, trusts, charitable organizations, and corporations. The firm’s investment approach emphasizes long-term asset allocation using a blend of public equities, fixed income, and private-market alternatives, implemented through independent managers and model portfolios.

Sandeep Saini is a CFP® professional with one year of experience at PlanVest Financial, Inc. Prior to joining PlanVest, he worked for 22 years with the US Public Health Services and FDA and was involved with SSI Education DBA The Goddard School. PlanVest Financial, Inc. primarily serves individual and high-net-worth clients, providing wealth planning, financial planning, and investment management through a team of six advisors managing approximately $176 million. The firm customizes portfolios using a mix of analytical approaches and offers multiple engagement models, including a unique wrap fee program and a dedicated federal-employee planning service.

Michael Cassella is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Ceros Financial Services, Inc., National Securities, Sns Installations, MD Global Partners, and Worden Capital Management LLC. Outside of finance, he is involved in a home health care business and serves as an officer in a pass-through corporation. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market cycle timing, and offers access to alternative investments and affiliated private funds as part of its comprehensive client programs.

William Sterling Jr. is a financial advisor at TritonPoint Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Goldman Sachs including its Personal Financial Management division, as well as Charles Schwab. He has been with TritonPoint Wealth since 2023. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm’s investment approach integrates long-term asset allocation using modern portfolio theory with a combination of public and private market investments, quantitative and fundamental analysis, and employs model portfolios and independent manager oversight.

Maggi Keating is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Fbb Capital Partners since 2004. She holds Series 63 and Series 66 licenses. Fbb Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, offering financial planning, discretionary portfolio management, and alternative investment recommendations. The firm manages approximately $2.39 billion in assets and employs a diversified, low-cost investment approach supported by fundamental and quantitative analysis.

Thomas Healy is a financial advisor at Sargent Investment Group with eight years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services and NTT DATA Consulting. He serves on the investment committee of the Shanahan Healy Foundation, contributing to research and investment proposals. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profits, corporations, and retirement plans. The firm employs a consultative process to develop customized portfolios, utilizing third-party managers and technology to monitor and rebalance assets, and also serves as an investment manager to pooled private investment vehicles.

Philipp Bentley is a financial advisor at Edgemoor Investment Advisors, Inc. with five years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at Morgan Stanley and the FHLBanks Office of Finance. Edgemoor provides discretionary portfolio management and financial planning to high-net-worth individuals, retirement plans, corporations, trusts, estates, nonprofits, and a registered investment company. The firm follows a value-oriented investment approach focused on long-term capital appreciation, capital preservation, and income generation, and acts as adviser to the Meehan Focus Fund, integrating it into client offerings.

Martha Callahan is a CFP® and holds a Series 65 license with eight years of industry experience. She currently serves as an advisor at FBB Capital Partners, joining the firm in 2022. Her prior roles include positions at Beowulf Energy and DVCC, LLC. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management. The firm employs diversified, low-cost portfolios and integrates alternative investments, utilizing both fundamental and quantitative analysis within a multi-advisor team managing approximately $2.39 billion in assets.

Joseph Fischetti is a financial advisor with Delta Financial Advisors, Inc. in Kensington, MD, holding a Series 65 credential and 29 years of industry experience. He has worked with Delta Financial Advisors since 1996 and has held roles at Regulus Financial Group and Beacon Global Advisor Network. Outside of his advisory work, he serves as the Sargent at Arms for the Exhiled Soul Motorcycle Club, assisting with club operations on a volunteer basis. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm offers customized asset-allocation strategies and integrates advisory services with in-house accounting and an affiliated insurance agency.

James Walker is a CFP® and Series 65-licensed financial advisor with 13 years of industry experience. He has worked at Kendall Capital Management since 2022 and previously spent eight years at McKinley Carter Wealth Services, Inc. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis and offers a range of strategies from long-term holdings to short-term trading, including option writing and margin transactions.

Peter Ramig is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Hopwood Financial Services, Inc. since 2023 and previously spent eight years with VALIC Financial Advisors, Inc. in Arlington, VA. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management alongside financial planning and retirement plan consulting. The firm’s investment process is guided by an Investment Committee and emphasizes multi-year holding horizons, cash as an asset class, and the use of major custodial platforms for portfolio oversight.

Jean Hoff is a financial advisor at Aegis Wealth with 18 years of industry experience. She holds the Series 65 designation and has been with Aegis Wealth Management LLC since 2006. Aegis Wealth Management is a team advisory firm that manages approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and tax preparation services, using a combination of fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.

Howard Rothman is a financial advisor at TritonPoint Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities, UBS Financial Services, and Morgan Stanley. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm’s investment approach focuses on long-term asset allocation utilizing a combination of public equities, fixed income, and private alternative investments, implemented through independent managers and model portfolios.

Brian Salcetti is a financial advisor with Arca Wealth, LLC, holding Series 63, Series 65, and Series 66 licenses and 21 years of industry experience. His prior work includes roles at Sandbox Financial Partners, LLC, Wells Fargo Advisors, K-Financial, LLC, and Equitable Advisors. He has ownership interest in a family pass-through investment entity, BALD LLC. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm emphasizes a client-centered process with customized asset allocations and employs a diverse investment toolkit including mutual funds, ETFs, individual equities, fixed income, and alternative strategies such as options and cryptocurrency exposure.

Sean Mc Carthy is a financial advisor at AMJ Financial Wealth Management LLC with a Series 65 credential and approximately one year of industry experience. Prior to joining AMJ Financial Wealth Management, he held positions at Bogart Wealth and several educational institutions, including Virginia Tech University and Northern Virginia Community College. AMJ Financial Wealth Management provides financial planning and discretionary investment management services to individuals, families, trusts, retirement plans, foundations, and institutions. The firm combines top-down macroeconomic analysis with fundamental and quantitative research to guide portfolio decisions and offers specialized retirement-plan services and small-business consulting.

Karen Lewis is a financial advisor with The Lewis Financial Group in Ashburn, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining The Lewis Financial Group in 2025, she worked for Wells Fargo Clearing for nine years. She is also a licensed individual insurance agent, focusing on fixed insurance sales. The Lewis Financial Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a combination of active and passive strategies to build risk-adjusted, tax-aware asset allocations and offers both discretionary and non-discretionary portfolio management.

Gregory Blake is a financial advisor at TritonPoint Wealth, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs Personal Financial Management, WMS Partners, Convergent Wealth Advisors, and AllianceBernstein. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a long-term asset allocation strategy that integrates public equities, fixed income, and private-market alternatives, utilizing both quantitative and fundamental analysis to select securities and managers.

Berkeley Meredith is a CFP® with eight years of industry experience, currently serving as an advisor at Hughes Financial Services, LLC. Meredith has been with Hughes Financial Services since 2017 and previously worked at Virginia Tech from 2013 to 2017. Hughes Financial Services is a team-based registered investment adviser with nine advisors managing approximately $760 million for individual and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program that combines investment management, trading, and custodial services.

James Bailey is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has worked at Torray Investment Partners LLC since 2010 and previously at Resolute Capital Management from 1999 to 2011. Torray Investment Partners provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm follows a bottom-up, fundamental stock-selection process focused on quality and long-term growth, managing concentrated portfolios across large cap growth, small/mid cap growth, and equity income strategies.